Table View - Opinions in Detail | StockChase

Opinions Table


Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-12 $0.020

Economy. This economic expansion has been slow. We are in the 8th year of a recovery. The US economy bottomed in Q3 of 2009, and the cumulative GDP growth is 19%, whereas the historical average is 26%, so there is still a lot of headway. We are only getting 2.5% GDP growth and in the 8th year of recovery, and when you think of all the accommodation the Fed has put into the system, we are in an environment where we will be lower for longer. Now we are getting other economies, the euro zone, Japan, China and emerging markets kicking in, which is helping the global economy. The Canadian market has really lagged, particularly since the composition of the TSX includes a heavy weighting of energy and mining.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-12-12 $0.020

Market.  The new Cannabis for 2018 is Bitcoin, but he likes to think it is Block Chain upon which Bitcoin is based that is the new Cannabis.  Block chain, people are beginning to realize, is very serious.  Everyone has suddenly woken up and realized they have to take a hard look at it.  It will make easier transactions over international borders.  It is being used all over the world real time already.  It is a software/hardware situation.  He bought in a year ago.  There are new companies coming into it daily, although only one is publicly traded in Canada.  People are focused on the frenzy of the amazing gains and maybe someday there will be an amazing tumble in Bitcoin.  People may not take all the profit this month because they will have to pay the tax man for the capital gains.  Cannabis is going to carry on and the high fever of Bitcoin will continue.  He only invests in Block Chain though, not Bitcoin.

Michael Smedley CANADIAN BULLISH _N/A View
HOLD
AAPL-Q Apple Market Call (BNN TV) 2017-12-12 $171.700

(Market Call Minute.) If you own this, continue holding as you will get the refresh cycle with their new phones. It has a lot of cash. Going forward, she wants to see more innovation.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
BUY
AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-12-12 $20.390

It had a bit of a tough year but it was commodity related.  It is almost a one of a kind – the big one in the world.  He has it for the long term.  He does not think it will be caught in tax loss selling, however.

Michael Smedley CANADIAN BULLISH Yes View
BUY
ALA-T Altagas Ltd Market Call (BNN TV) 2017-12-12 $28.840

Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? This has a US acquisition which is expected to close next year that provides an attractive yield. She doesn't have a bias towards one or the other, and you can do either one.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
BB-T BlackBerry Market Call Tonight (BNN TV) 2017-12-12 $13.700

(A Top Pick May 26/17, Down 8%)  It’s a renovated, reconstructed company now.  It is not going back to the old tier, and it is going to be hard to crank it up to the previous levels.  But that won’t stop it getting back into the $20 range.  It has continued to earn royalties on the hardware.  It is now a specialized software companies.

$20+ Michael Smedley CANADIAN BULLISH Yes View
BUY
BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-12-12 $3.150

Next year will be better than the last.  The airbus deal creates quite a wholesome deal for them.  He bought a little personally thinking that it had somewhat turned a corner.  Today’s European rail car deal may not have very good margins, however.

Michael Smedley CANADIAN BULLISH Yes View
BUY
BOS-T Airboss of America Market Call Tonight (BNN TV) 2017-12-12 $10.390

He thinks it might be bought out at some point.  It will likely go up in 2018.  It is a supplier into the oil industry among others.  It probably won’t go down if there is a correction.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-12-12 $27.690

Prefers the parent, Brookfield Asset Management, which is where she has her exposure. It gives you a more diversified holding. Management has a long-term view on malls and retail. High quality malls will always have a place. This would be a good long-term investment.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-12-12 $3.870

Despite the fact that we see WTI up to $57 and Brent over $60, the Canadian producers are not reflecting those price levels. In fact, the differential has widened. A lot of Canadian energy producers are down, and she doesn't have a lot of exposure. Feels this one is more highly levered than some of the others. She would rather own a very low-cost producer with a very strong balance sheet.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
BTL-X BTL Group Ltd. Market Call Tonight (BNN TV) 2017-12-12 $11.310

(A Top Pick May 26/17, Up 145%)  On the basis of current business it is extremely well valued.  But it is early days with a very seriously usable platform in block chain for trading.  They will get clients and have had trial runs with V-N in Europe and with major oil and gas companies.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2017-12-12 $37.100

Doesn't follow this closely. It owns a lot of apartment buildings, particularly in areas like Metropolitan Toronto, where the housing market is relatively tight. Very steady cash flow streams. They get rate increases every year, so it's a relatively defensive type of investment. A good candidate if looking for yield and a defence of cash flow. Dividend yield of 3.5%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD
CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-12-12 $59.400

(Market Call Minute.) She would continue holding. It’s a bit expensive, so she wouldn't buy it.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-12-12 $59.400

(A Top Pick May 26/17, Down 4%)  It is in a stage of pause.  It is a brilliant company.  It has an exciting and nasty polymer bank note business. 

Michael Smedley CANADIAN BULLISH Yes View
DON'T BUY
CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-12-12 $11.740

Although it has had a huge dip, her preference would be to stay away and wait, because when you get to levels like this, there is a question about sustainability of the dividend. Distribution channels are changing, so they are kind of in a changing landscape.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK
CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2017-12-12 $15.760

This is a demographic play. The stock hasn't done too much in the past 3-6 months where we have seen the overall market rally. Just did an equity issue at $15.20, to retire some debt as well as to fund an Alberta acquisition. Dividend yield of 3.7%. This is the largest Canadian operator in seniors housing. Very good operators and have a good pipeline of organic projects as well as some of their M&A. (Analysts' price target is $17.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY
CSW.A-T Corby Spirit and Wine (A) Market Call Tonight (BNN TV) 2017-12-12 $21.600

[Caller asked about 'B' but BNN put up chart for 'A'] It is a fine company.  He has been in it long term.  It is inclined to go up a little.  People holding it don’t usually go rushing out the door because of the tax year.

Michael Smedley CANADIAN BULLISH Yes View
WATCH
DOO-T BRP INC. Market Call Tonight (BNN TV) 2017-12-12 $49.360

The recreational part of Bombardier.  They do extremely well.  He thinks it will continue to do very well.  It is controlled by the fairly than this is not a bad thing.  He doesn’t know if you buy it here if there is a big correction coming.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
ECS-T Ecobalt Solutions Inc. Market Call Tonight (BNN TV) 2017-12-12 $1.700

The best of the small cobalt companies in North America.  It has an asset that is alive and well.  It will be raising money for it while next door a mine is being decommissioned. 

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
ENB-T Enbridge Market Call (BNN TV) 2017-12-12 $49.330

Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be this. It has been held back by the uncertainty of the financing of their capital program and that has now been alleviated. Also, they are more diversified getting into natural gas.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK
ENB-T Enbridge Market Call (BNN TV) 2017-12-12 $49.330

She likes the Spectra acquisition they did as it diversified them into the US and international gas. They issued $1.5 billion in a new equity issue amongst 3 private institutions, so the overhang on their funding requirements has been alleviated. Dividend yield of 5.4%, and have confirmed dividend growth of 10% annually to 2020. (Analysts' price target is $60.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2017-12-12 $29.420

She likes the group, but doesn't own this. They recently did an equity issue to alleviate funding concerns over the next few years, as they have a big capital spending program. Provides a very attractive yield of 7%, which she feels is safe. Prefers the parent Enbridge (ENB-T). (See Top Picks.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
FB-Q Facebook Market Call (BNN TV) 2017-12-12 $176.960

Which of the FANG stocks do you least prefer? She probably wouldn't sell any. Would look at the valuation levels to see which were the most onerous and possibly trim back on the one that is the most elevated. Facebook (FB-Q) is probably the one most richly valued.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK
FNKO-Q Funko Inc. Market Call Tonight (BNN TV) 2017-12-12 $8.040

Collecting fads.  It is a very large and serious American company.  It has great experience even though it is new to the market.  (Analysts’ target: $12.00).

Michael Smedley CANADIAN BULLISH Yes View
DON'T BUY
G-T Goldcorp Inc Market Call (BNN TV) 2017-12-12 $15.160

(Market Call Minute.) Has very little gold exposure. Gold prices have been very weak, and she doesn't see any urgency to get into this. She is not adding to her position or buying for new accounts right now.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
GE-N General Electric Market Call (BNN TV) 2017-12-12 $17.910

Hold or Sell? This has probably bottomed now, given that the new CEO has come in. He cut the dividend quite dramatically, and intends to sell more assets. Their core power business is not doing very well and will take a number of years to rectify. If you are a very long-term investor, and have ridden out the pain, it likely has bottomed and things can only get better going forward. Prefers United Technologies (UTX-N).

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
WAIT
GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2017-12-12 $76.090

Has a very strong balance sheet, and is looking for future growth. They’re not able to satisfy that organically, so are going out to make acquisitions. They announced one a few months ago, and expects they are going to continue to look. However, they are not cheap, so Gilead may have to pay a very full price. The company is well-managed and owns fine assets, but she would wait.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-12-12 $1048.770

(A Top Pick Dec 14/16. Up 29%.) FANG stocks have all done quite well as a group. This has online advertising and is the leader in online search. They are going to garner a natural share of online advertising.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD
GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2017-12-12 $7.640

It is a very long term appreciation.  It is a very fine business in that it finances and funds other production that it believes will come its way.  It won’t move up until the time comes and you might have to wait a long time.  It is not speculative.

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
HIVE-X HIVE Blockchain Technologies Market Call Tonight (BNN TV) 2017-12-12 $3.900

Another Block Chain technology and Block Chain mining company.  It is data accumulation and mining.  It is a strange area.  Block Chain was set up with the miners rewarded for their mining of new coin.  It is limited to $21 Million.  It is mind boggling the amount of computing power needed to mine this crypto currency. 

Michael Smedley CANADIAN BULLISH No View
COMMENT
IPL-T Inter Pipeline Market Call (BNN TV) 2017-12-12 $27.520

Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be Enbridge. It was held back by the uncertainty of the financing of their capital program and that has now been alleviated. Also, they are more diversified getting into natural gas.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY
IPL-T Inter Pipeline Market Call (BNN TV) 2017-12-12 $27.520

Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? She doesn't have a bias towards one or the other, and you can do either one.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
JNJ-N Johnson & Johnson Market Call (BNN TV) 2017-12-12 $142.600

(A Top Pick Dec 14/16. Up 28%.) She continues to like this. All 3 divisions are doing well, but their pharmaceutical division is doing particularly well.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK
JWEL-T Jamieson Wellness Market Call Tonight (BNN TV) 2017-12-12 $22.320

It is the most prominent name in wellness and vitamins.  This company is becoming globally entrenched, but it is very Canadian.  It will carry on growing.  It has had great numbers.  They are at the low end of the price range as holistic people would be willing to pay three times more for the pills.  He thinks it has growth potential.  (Analysts’ target: $22.25).

Michael Smedley CANADIAN BULLISH Yes View
HOLD
KAT-T Katanga Mining Ltd. Market Call Tonight (BNN TV) 2017-12-12 $1.680

They announced that they are the only big listed cobalt producer.  They have been out of production as they modernize their plant.  It will take a year or two to get to their expected higher production.  They know how to operate in the Congo.  They are 60-70% of world production.

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
KEY-T Keyera Corp Market Call (BNN TV) 2017-12-12 $35.030

Just did a big equity issue of more than $400 million, and some were surprised by that. Generally speaking, the group has been a bit soft with the volatility in Canadian crude oil/natural gas prices. In this environment, you just ride this out and hopefully the commodity price improves.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD
MMM-N 3M Co. Market Call (BNN TV) 2017-12-12 $236.580

This has done very well in the last 3 months. Just put out some guidance for next year, which was better than expected. A very high quality diversified industrial company in the US, and is quite global with about 60% of revenues from outside North America. Valuation is relatively expensive, trading above its historical metrics in terms of the PE ratio, so she wouldn't be chasing it.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD
MSFT-Q Microsoft Market Call (BNN TV) 2017-12-12 $85.580

(Market Call Minute.) Doesn't own this, but it’s on her Watch List. Likes the commercial Cloud business they are growing. It’s a high margin business going forward, and they have a good opportunity to take share in that space.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
BUY
NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-12-12 $54.130

There probably won’t be a better time to buy as it has been in a state of pause.  You probably have a buying point for the long term.  It is a good company and is very well run.

Michael Smedley CANADIAN BULLISH Unknown View
BUY
PAT-X Patriot One Technologies Inc. Market Call Tonight (BNN TV) 2017-12-12 $1.160

It has scanning by radar instead of by camera (E.g.: Las Vegas Shooting).  You have to be patient.  It sold off a little.

Michael Smedley CANADIAN BULLISH Yes View
WAIT
PBH-T Premium Brands Holdings Corp Market Call Tonight (BNN TV) 2017-12-12 $105.720

It is one of the best.  They are a great convenience for people.  It is a brilliant company and is one of Canada’s best.  You should buy it if you don’t hold it.  If the market corrects after the end of the year then you might get it a little cheaper.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-12-12 $25.480

The merger with Agrium (AGU-T) has been approved. She owns Agrium and likes the merger/acquisition. Just did an Australian acquisition to expand their presence there. Going forward, this is where they are going to focus on a lot of their growth.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
RIOT-N Riot Blockchain Inc. Market Call Tonight (BNN TV) 2017-12-12 $0.000

Another way to play Block Chain technology.  The recent performance will prove to be a spike in the long term.

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
ROOT-T Roots Corporation Market Call (BNN TV) 2017-12-12 $9.950

This was a $12 IPO recently. When they went public, it was secondary so the money was being paid to the founders of the firm, and not to the company. So, the company still has to grow. Their category is not a high growth one, just basic attire. Projected growth rates were not that high. The company is really having to prove itself. It is hard to see that what they offer is so unique.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
RY-T Royal Bank Market Call (BNN TV) 2017-12-12 $102.050

(A Top Pick Dec 14/16. Up 17%.) She likes the banks as a group. They’ve started to pick up their price/share performance mid year. This has been one of the leaders in the group. Has about a 22% exposure in the US, which she likes. While the valuation is a little elevated versus historical averages, the earnings are coming through and are pretty stable. Their payout ratio is about 46% of earnings, and the targets are 40%-50%. They are going to continue to get that 7%-8% earnings growth.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK
S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2017-12-12 $1.390

He bought it last month.  They are capable of extremely high purity in nickel, which is very much in demand for batteries.  (Analysts’ target: $1.60).

Michael Smedley CANADIAN BULLISH Yes View
BUY
SBUX-Q Starbucks Market Call Tonight (BNN TV) 2017-12-12 $59.270

It is brilliant.  It will carry on.  It is innovated.  Nobody will ever catch it up. 

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2017-12-12 $29.850

A media company that is building out their wireless platform, particularly in Western Canada. Doesn't feel any compelling reason to Buy this. Would rather own one of the national carriers. Dividend yield of about 4%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
TD-T Toronto Dominion Market Call (BNN TV) 2017-12-12 $72.740

She likes Canadian banks as a group. This one has good exposure in the US. The banks have just finished reporting the 4th quarter and pretty much all came in online. Have all been increasing their dividend in the mid-single digit range, and she expects them to continue. Going forward, this will be a call on both the US and Canadian economies. This is a good environment for the banks.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-12-12 $30.110

This is Canada’s remaining really great mining company.  It is very well managed.  It has been run by the same management for many years.  It has Zinc, Copper, and oil sands.  You could buy it for $7 twice in the last 10 years.  This kind of cyclicality can lead you to doom.

Michael Smedley CANADIAN BULLISH Unknown View
TOP PICK
UL-N Unilever PLC Market Call (BNN TV) 2017-12-12 $56.080

Has held this for a number of years and thinks the emerging markets are beginning to stabilize. 57% of sales comes from emerging markets, and their target is to have 75% by 2020. The middle-class is growing, and as that happens, they will consume more of this company's products. They have homecare, personal care, beverages. Adopted zero based budgeting 2 years ago Dividend yield of 2.8%. (Analysts' price target is $60.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2017-12-12 $28.180

Has never been an owner of this. The stock had a nice bounce, but she still would not be a buyer. They've sold off some drugs, refinanced and pushed back some of the maturities on their debt, and thinks this is part of the reason why the stock has moved. It needs clarity on where they are going to get their future growth.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD
XYL-N Xylem Inc. Market Call (BNN TV) 2017-12-12 $67.540

It’s difficult to find a pure play in this industry, which is why she thinks it is garnering a premium valuation. She would continue to Hold. They made a small acquisition of a smart metering company.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
N/A
A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-12-11 $0.020

Market.  Bitcoin futures.  The initial expectations were that you would see bears start to raid it and sell it aggressively.  In fact it seemed to go the other way.  When you look at the volume of a futures contract, we don’t know the amount of open interest.  It may be the same people trading them back and forth and back and forth.  He would wait to see the liquidity and the depth of the market before stepping into it.  Larry prefers Gold to Bitcoin as Bitcoin has no intrinsic value. 

He thinks there is a good chance Trump will break NAFTA.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
DON'T BUY
A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-12-11 $0.020

Bitcoin Options.  The underlying volatility is massive.  The puts and call premiums are going to be huge.  He does not believe there is an underlying derivatives market.  It is not a mature market.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY
A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-12-11 $0.020

Gold.  He is a value investor and has been nibbling away on gold.  Don’t make it all of your portfolio.  See his educational segment.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A
A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-12-11 $0.020

Educational Segment.  Bitcoin vs. Gold.  Bitcoin was seen as possibly a gold disrupter.  The biggest cost of investing is the volatility in order to take the position.  Is Bitcoin appropriate?  He thinks it is a bubble that will break because it is worth nothing.  If you want to add it to your portfolio you have to understand if it will help you or hurt you.  Gold does not do the same thing as equities do.  It gives you a diversifying effect.  If you adjust it for risk and then compare to Bitcoin, there is a daily volatility to Bitcoin of 10% and so it is hard to add this to your portfolio and improve your chances of an increase to its return.  If you can stomach the ups and down, then maybe Bitcoin is appropriate for you.  He thinks Bitcoin is close to zero in value and it is just a bubble.  Block chain is a different story and has no relation to an investment in Bitcoin.  Don’t trade futures in Bitcoin because of the leverage.  Leave it to the professionals.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-11 $0.020

Market.  There is a lot of speculation on Bitcoin, Crypto currency and Marijuana, where valuations make no sense and this is a sign of a top.  Lots of money is going into ETFs with companies that may have no earnings.  Once a manager gets too big they become the index and so cannot beat it.  There are a lot of smaller managers that can easily beat the market over the long term.  He is holding more cash in his funds than normal bit he is seeing a lot opportunities as money moves into ETFs and out of mid and small cap stocks. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-12-11 $0.020

Market. We are in one of the greatest Bull Markets of our lifetime. Valuations have been increasing, and thinks they can still go higher. In the 60’s had low interest rates for a long period of time, and we saw stocks getting into the 40, 50, 60 PE range, which were high quality companies. If you had bought them, even though they got badly slammed in the 70’s correction and the higher interest rate yield in the inflationary time period, by 2000 you had your money back. We could be in for a repeat of that.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-12-11 $0.020

Gold. Which company would you invest in? He doesn’t believe in investing in gold stocks. Most gold stocks are run for ounces produced, rather than profitability. We always get into trouble when the commodity prices dip. If you have to own gold, buy the high-quality ones. Franco Nevada (FNV-T) has been the best play in the sector, because they are not producers, but just take X% of the production and have no costs.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN _N/A View
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