Table View - Opinions in Detail | StockChase

Home > Table View - Opinions in Detail

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
  
TOP PICK
MDT-N Medtronic Inc Market Call Tonight (BNN TV) 2017-11-13 $79.200

This does stuff mainly related to cardiovascular, diabetes, spinal implants and a lot of neurology stuff. The stock has been bouncing between $90 and $75. Has 4%-5% earnings growth. Dividend yield of 2.3%. (Analysts’ price target is $90.)

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
COMMENT
MG-T Magna Int'l. (A) Market Call (BNN TV) 2017-11-13 $67.530

He does not follow it specially but has owned a number of related companies.  MG-T is probably Canada’s best known Auto parts supplier.  He thinks it will be as strong if interest rates stay as low as they have been.  They are highly leveraged to strength in the stock market. 

Brendan Caldwell CANADIAN VALUE SELECTIVE No View
HOLD
MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-11-13 $83.930

Has had a great run. One of the best companies in the world. It struggled after the 2000 setback. Every new business that started up in the last 25 years, runs on Microsoft. As these businesses grow, this company’s products are just going to naturally populate as they grow. They got into Cloud computing, and were able to roll their entire user base from the legacy software to software services, replacing the one-time payment to a monthly rental payment, which provides better cash flow and outlook for the company.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
COMMENT
NWL-N Newell Brands Inc Market Call Tonight (BNN TV) 2017-11-13 $28.470

This was a Top Pick last time. Had taken a risk when he recommended it. Their press release stated the hurricane had hit the chemical business in Houston, and was going to push up raw materials pricing. Back to school sales was very disappointing, and the stock took another drop. The company is well-managed. They made a large acquisition. He is still a believer in the company and that we will see a recovery in the next couple of years. It could be a double from here if everything goes well.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
WATCH
OC-N Owens Corning Market Call Tonight (BNN TV) 2017-11-13 $82.200

Mainly focused on fiberglass. Thinks the vast majority of upside on the stock is behind us. This is very levered to housing markets, and go up and down big time. It’s done well because housing has recovered in the US, and will probably continue to do well. However, you have to get out of it when you think the housing market is done.

Bruce Murray NORTH AMERICAN UNKNOWN Unknown View
TOP PICK
ORCL-N Oracle Market Call Tonight (BNN TV) 2017-11-13 $49.400

One of the great names in software. Largely database and largely financial institutions. The US banks in the last 10 years have been fixing themselves. Oracle is moving to the Cloud, and he can see this moving into the $60 range. Dividend yield of 1.5%. (Analysts’ price target is $57.)

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
BUY
PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2017-11-13 $35.300

One of the great American pharmaceutical stocks. A little cheaper than a lot of them. They don’t have a whole series of blockbusters hitting the lights out, but have a very diverse product line. They’ve made some acquisitions and will make more. Extremely well-managed. Believes it can drift towards the low $40. A good solid Buy and Hold. Dividend yield of 3.6%.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
COMMENT
PG-N Proctor & Gamble Market Call Tonight (BNN TV) 2017-11-13 $89.000

One of the great consumer product companies. However, we’ve seen the entire retail sector come under pressure, mainly generic brands coming out of the supermarkets nibbling away at the super brands. The company has implemented cost cutting, going from a growth company to more of a stable company. This is one you can put away and sleep at nights, and gradually get higher dividends out of it. Dividend yield of around 3%.

Bruce Murray NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY
QSR-T Restaurent Brands International Market Call (BNN TV) 2017-11-13 $83.050

Their Chili is possibly the best anywhere in the free world.  When you look at growth here, there are places where you can’t go 40 meters without coming across a Tim Horton’s, so there is very little growth here.  It remains to be seen if the US growth will drive them.  He prefers IRG-T.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
COMMENT
S-T Sherritt International Corp. Market Call (BNN TV) 2017-11-13 $1.470

A big international mining company.  You have to assume electric cars going forward are all they are hyped up to be.  You also have to assume S-T is going to be a major beneficiary.  There has been and continues to be stronger demand for base metals that they dig out of the ground all over the world, which provides diversification and they could also be subject to political risk.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
COMMENT
SPY-N SPDR S&P 500 ETF Berman's Call 2017-11-13 $258.330

SPY-N vs. ZSP-T.  They should be identical except ZSP-T trades in Toronto but has exposure to the US$.  If the US$ gets stronger it should help the ETF.  SPY-N has underperformed dramatically because it is in US$.  They would be identical if you converted the dollars.  There is foreign tax withholdings of about 30 basis points on SPY-N.  ZSP-T gives you a foreign tax withholding also but you get a tax credit.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WEAK BUY
STKL-Q Sunopta Inc. Market Call (BNN TV) 2017-11-13 $7.000

When a stock takes a hit you have to look at it to whether it will be a onetime hit.  This one has the habit of doing this, as do a lot of fruit stocks.  There is an incredible demand and he is positive on the continued growth of it.

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
DON'T BUY
STLC-T Stelco Holdings Inc. Market Call (BNN TV) 2017-11-13 $19.440

They have totally different management.  A good decade ino the past until it was up and trading.  There were a lot of industrial companies in Canada in the late ‘90s and early 2000s.  You are seeing a resurgence in the industrials.  China has been the big importer of industrial steel and they just held a big party conference.  It might be that you will see a slowdown in industrial products.  There may be pressure from decreasing Chinese orders coming down.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
COMMENT
SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2017-11-13 $46.220

Not bullish on oil for the longer-term. The Western world is moving away from oil. World oil production was expanded massively to bring China on the last 20 years. Now Russia, Iran, Iraq, etc., etc. are needing money. There is a lot of oil in the globe to be brought on by people who are really desperate to drive their economies forward. Then you have the great shale boom in the US where hundreds of barrels of oil have been on lock by the shale technology. It’s coming out at $50 a barrel and they’re making money. You don’t want to invest in oil unless you have a company that can truly make money at that level. Suncor can make money at these levels, but a lot of that is because they have an old plant that was built over the last 40-50 years at different costs. He doesn’t see exciting upside in this company.

Bruce Murray NORTH AMERICAN UNKNOWN No View
SELL
TD-T Toronto Dominion Berman's Call 2017-11-13 $72.810

Analysts are looking for some upside.  He would hit the sell button.  He has no direct exposure to the Canadian banks.  He thinks we’ll come back to the $62 level.  Wait on the sidelines for a correction within the next year.  There is nothing wrong with TD-T specifically.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
WEAK BUY
TD-T Toronto Dominion Market Call (BNN TV) 2017-11-13 $72.810

They did extraordinarily well coming out of the financial crisis.  So much of their direct lending was leveraged to the energy space but now prices are up to $55 for energy so they will not see the large defaults people were afraid of.  His preference would be BNS-T.  TD-T is probably the best to play the US.  They took on a competitive US environment and did very well.  No one in the US thinks of it as a Canadian Bank.  You are betting on the strength of the US banking system doing well.  He prefers BNS-T because of the international exposure.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
COMMENT
TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-11-13 $72.810

This has been one of the best performing bank stocks over the last 25 years, and continues to do well. Most of the Canadian banks are just Buy, Hold and put them away. They have very good governance from the central bank in Ottawa. If we see higher interest rates, we’ll see a nice move with this bank.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
COMMENT
TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-11-13 $27.800

The biggest Canadian mining company and is pretty easy to analyse. 50% coking coal is exported mainly to Japan and Korea to the higher end steel mills. 25% is zinc, which is doing very, very well. The remaining part is copper, the metal of the electronic age. He’s heard that if we go to electric cars, we need to double world copper production. Positioned reasonably well, but he isn’t excited about commodities in this environment. Not a stock you buy and put away, it’s a stock you trade. 

Bruce Murray NORTH AMERICAN UNKNOWN No View
COMMENT
TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-11-13 $11.740

Politicians love to hate drug stocks, because they are the most obvious part of the healthcare system and they can badmouth them. As a generic manufacturer, the only cost they have is the pill, and they can drive down the price. As governments globally tried to encourage generic pharmaceuticals, to take pricing pressure off, there was a lot of government support for them. Now that most of the major drug companies have been genericized, they are squeezing them as well. This company consolidated and took on a lot of debt, and are still being squeezed. 7.5% dividend yield.

Bruce Murray NORTH AMERICAN UNKNOWN No View
BUY
TXN-Q Texas Instruments Market Call Tonight (BNN TV) 2017-11-13 $97.030

(Market Call Minute.) The whole semiconductor sector in the US is doing well. This is one of the leading companies in that, so he suspects they will continue to do well.

Bruce Murray NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY
VIS-N Vanguard Industrials Index Fund ETF Shares Berman's Call 2017-11-13 $133.400

When the economy is strong, cyclical sectors tend to outperform.  He thinks we are very late in the economic cycle.  It could end any time now.  You want to be underweight cyclical late in the cycle.  When the market is down and the bad news is priced in, then that is when to overweight these.  Don’t add to industrials right now.

Adam Thomas AGRICULTURE, DIVIDEND & FIXED INCOME BEAR Unknown View
WEAK BUY
VZ-N Verizon Communications Berman's Call 2017-11-13 $44.750

Analysts generally have it as a hold.  Telecom is cheap to him.  They have been underperforming for almost a year.  IYZ-N reflects the telecom sector and he has been buying it.  He likes it here and is in an accumulation here.  He prefers the ETF to one company.  He does not know if VZ-N will be a winner over the boarder sector.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT
ZSP-T BMO S&P 500 Index ETF Berman's Call 2017-11-13 $36.240

SPY-N vs. ZSP-T.  They should be identical except ZSP-T trades in Toronto but has exposure to the US$.  If the US$ gets stronger it should help the ETF.  SPY-N has underperformed dramatically because it is in US$.  They would be identical if you converted the dollars.  There is foreign tax withholdings of about 30 basis points on SPY-N.  ZSP-T gives you a foreign tax withholding also but you get a tax credit.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY
ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2017-11-13 $32.470

It has been a position of his for some time.  But margins are under pressure.  They have been increasing their adverting budget.  He thinks there will be pressure on margins for some time.  He recently sold it.  It was a darling for such a long time and it made a high and then made a lower high.  There are better opportunities in the Canadian market.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-10 $0.020

Markets. Earnings have been decent, but it needs to go on being strong to propel stocks higher. Third-quarter US earnings have been reported and are almost complete now. They came in better than the expected 5%. Coming in around 8%-9%. Indices are trading above historical averages, so she is not expecting any more multiple expansion to keep markets going higher. They really need that profit growth to keep going up.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-11-10 $0.020

Market. For now, earnings are justifying what you are paying for stocks. We are trading at about 20% premium to normalized valuations, but you have to look at the backdrop, and that is fairly friendly to equities. We are in a continuing low interest rate environment, and corporate earnings are very, very strong. As long as that backdrop continues, there is a relative equilibrium from a valuation standpoint. If the Fed follows through with tightening, that is a signal to him that the economy is healthy.

Gordon Reid US EQUITIES UNKNOWN _N/A View
COMMENT
ACB-T Aurora Cannabis Market Call (BNN TV) 2017-11-10 $4.640

A market cap well above $1.5 billion, but only $8 million in sales, so valuation has a real disconnect. A lot of these stocks move on news or momentum, not necessarily on the underlying financials.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
AGU-T Agrium Market Call (BNN TV) 2017-11-10 $135.500

They are targeting the 4th quarter to complete their merger with Potash (POT-T). The new company is going to be called Nutrient.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT
AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-11-10 $13.320

Canadian utility companies seem to be making acquisitions for growth. She owns this in some of her utility accounts. Utilities are focused on renewables, which is a positive. A nice trend for the future. They recently made a $500 million equity issue, which is why the stock pulled back, as they usually do an issue below the market price. Longer-term, this is an attractive investment and offers an attractive dividend yield.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
BAC-N Bank of America Market Call Tonight (BNN TV) 2017-11-10 $26.510

(A Top Pick Nov 30/16. Up 27%.) Banks are going to do well in this environment, because they are set up for it. They’ve had 8-9 years to repair their balance sheets. The economy is reasonably good. Feels there is a longer runway for the banks, because before the yield curve turns over, it will get steeper.

Gordon Reid US EQUITIES UNKNOWN Yes View
COMMENT
BCE-T BCE Inc. Market Call (BNN TV) 2017-11-10 $61.170

She’s used both this and Telus (T-T) as income stocks. Both have an attractive yield, close to 4.5%-5%. They generate a lot of cash flow, so will typically increase their dividend at a modest pace each year. They’ve done relatively well. She doesn’t expect a lot of capital appreciation, maybe 5% from here at best, plus the yield. Uses these for defensive and income purposes.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-11-10 $4.180

Has very low energy weightings in her portfolios. Even though energy prices have risen, there is not a lot of visibility in what may play out in the next 6-12 months. This is more levered than the other companies. She wants a very strong balance sheet. 

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-11-10 $32.130

Has done well, but not sure this is the time in the cycle when you want to own a company that looks for opportunities in a quasi-distressed market. This is a limited partnership, and for Canadians owning Limited Partnerships, there are tax repercussions. Before going into a limited partnership, you should get tax advice.

Gordon Reid US EQUITIES UNKNOWN Unknown View
PAST TOP PICK
CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2017-11-10 $102.340

(A Top Pick Nov 30/16. Down 14%.) Reported earlier this month. Just prior to reporting, took a phase 3 drug out of the pipeline, that had a lot of promise. It was a drug that treated Crohn’s disease. It will build back some of the confidence, but it will take time. The return opportunities are good enough to continue holding the position.

Gordon Reid US EQUITIES UNKNOWN Yes View
TOP PICK
CGX-T Cineplex Inc Market Call (BNN TV) 2017-11-10 $36.500

Has lost altitude, partly because of Hollywood’s bad products. Is the decline in attendance systemic or cyclical? She thinks it is cyclical. They’ve put in initiatives to diversify away from the box office, including growing its digital media business, eSports franchise, and opening Rec Room restaurants. Dividend yield of 4.7%. (Analysts’ price target is $44.50.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-11-10 $11.660

This bought the media assets from Shaw, and media is going through a lot of changes. Content is important. She is not enticed to go into this space other than her holdings of Disney (DIS-N). 9.6% dividend yield is quite high, at any time it goes above 6%-7%, you have to start looking at the cash flow performance of the company and how sustainable it is for the long-term.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY
CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-11-10 $33.990

This is in a sector that has a great many opportunities. If you want to have a good representation in your tech space, there are a lot of choices he would rank higher than this. They work very, very hard to reinvent themselves, and are doing a decent job. Trading at a fairly reasonable multiple. However, the growth of revenue and cash flow is not impressive.

Gordon Reid US EQUITIES UNKNOWN Unknown View
PAST TOP PICK
CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2017-11-10 $15.860

(A Top Pick Nov 15/16. Up 12%.) Just reported this morning and had good numbers and improvement in their Net Operating Income. She likes Senior Housing where the demographics work in your favour. Sold all their US assets a few years ago, and invests solely in Canada now.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY
CSX-Q CSX Corp Market Call Tonight (BNN TV) 2017-11-10 $50.080

(Market Call Minute.) A very expensive railway. Hunter Harrison has taken over and they’ve built in a huge premium, which he doesn’t think is deserved. He would prefer Union Pacific which is better run and has a better valuation.

Gordon Reid US EQUITIES UNKNOWN No View
COMMENT
CVS-N CVS Health Corp Market Call (BNN TV) 2017-11-10 $70.990

She is going to continue holding this, even though Amazon (AMZN-Q) may enter the mail order drug delivery space. Feels they are well positioned. They have the infrastructure and their PBM service, so can compete if they have to. The multiple has really contracted, trading at about 12X forward earnings. There are rumours that CVS may buy a health insurance company, possibly Aetna, which has caused the stock to pull back. They are virtually integrating in that whole chain, and will eventually derive more scripts and more services into their retail network, which will help lower overall hospital costs.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-11-10 $70.990

This has responded to the Amazon (AMZN-Q) factor. They are rumoured to be talking to Aetna for a takeover. That would create a vertically integrated business model. If they can create a model where the patient experience is owned by the CVS group, then people are less and less likely to want to interrupt that relationship. That is the response we are starting to see.

Gordon Reid US EQUITIES UNKNOWN Unknown View
HOLD
DWDP-N DowDuPont Inc. Market Call (BNN TV) 2017-11-10 $69.970

On her watch list. The investment thesis is that eventually they plan to spin out various operating divisions. The hope is that the sum of the parts is greater than the total. A cyclical name, so in an environment where you are seeing improving economic fundamentals, that is a positive. Has done relatively well and the pullback was maybe just for valuation measures.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY
EFX-N Equifax Inc. Market Call Tonight (BNN TV) 2017-11-10 $108.740

This was the big cyber breach in personal information on hundreds of millions of consumers. It’s a broken story. It’s early days in terms of class action lawsuits. Too risky.

Gordon Reid US EQUITIES UNKNOWN No View
COMMENT
ENB-T Enbridge Market Call (BNN TV) 2017-11-10 $46.290

Hitting new multiyear lows. When they recently reported 3rd quarter earnings, they were asked about their dividend policy, where they had indicated they can grow their dividend 10%-12% annually to 2024. That’s been their stance for a number of quarters. The company said they were finalizing plans and would be addressing this at their investors day mid December. Feels this affected the stock. The market does not like uncertainty.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
FB-Q Facebook Market Call Tonight (BNN TV) 2017-11-10 $178.460

(Market Call Minute.) This is growing very, very rapidly. Even though this is a mammoth company with over 2 billion active monthly users, they grew revenues 47% year-over-year last quarter.

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY
GE-N General Electric Market Call Tonight (BNN TV) 2017-11-10 $20.490

This is a mess, and not one that any individual is going to solve in a quarter or 2. Monday is a very important day, because they are doing an investor presentation. Earnings are likely not going to be much north of $1 a share. Their cash flow is in terrible shape. If they cut the dividend, which he expects, and lay the groundwork for a long-term recovery, the stock might have some legs into the low $20s. He wouldn’t want to be involved in its early days.

Gordon Reid US EQUITIES UNKNOWN Unknown View
TOP PICK
GIB.A-T CGI Group (A) Market Call (BNN TV) 2017-11-10 $67.650

About half their revenue comes from outsourcing on long-term contracts, which are reoccurring, and the other half is systems integration consulting contracts. They are well positioned on the technology trends, with everybody having to develop a digital platform and automate processes for artificial intelligence. Companies are having to look at their legacy technology systems, and upgrade to make them more digital, online. When you do that, you are inviting customers and the world onto your website, which means cyber Security is another issue. This company has solutions to address all these metrics. Very global with about 50% from Europe, 30% in the US and the balance in Canada and Asia. (Analysts’ price target is $74.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-11-10 $1044.150

(A Top Pick Nov 15/16. Up 35%.) The valuation is not as attractive as it was a year ago. They’re executing well. Have had over 20% revenue growth for 21 consecutive quarters. Has a lot of cash overseas, which will be a benefit if the whole US tax reform comes in for repatriation of foreign taxes.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK
GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2017-11-10 $1044.150

On their latest report, they grew revenues 24% year-over-year. A very large company, but still growing very, very smartly. They are starting to monetize a lot of their supplementary initiatives. YouTube is really taking hold, with 1.5 billion monthly users watching at least an hour or more. A very real streaming opportunity for people in the over-the-top world in competition for eyeballs. They also have Waymo, a self driving car initiative, which is going to be amazing. Google has long been reputed to be behind the curve on the Cloud. Just as last week, they did a joint venture with salesforce.com, which is going to make a difference. At 28X earnings, this is a good solid holding for the long-term. (Analysts’ price target is $1180.)

Gordon Reid US EQUITIES UNKNOWN Yes View
TOP PICK
HAL-N Halliburton Co Market Call Tonight (BNN TV) 2017-11-10 $44.580

An oil service company. Along with the industry, they have come out of a trough that they hadn’t seen since the late 1980s. It was a very deep trough, and they are coming out of it. Their latest report was very upbeat. Rig counts are improving. They are gaining share internationally. Where just a week before, Schlumberger (SLB-N) had said their international business was suffering, this company came on and said “Ours isn’t”. Dividend yield of 1.6%. (Analysts’ price target is $54.)

Gordon Reid US EQUITIES UNKNOWN Yes View
PAST TOP PICK
HD-N Home Depot Market Call (BNN TV) 2017-11-10 $164.110

(A Top Pick Nov 15/16. Up 35%.) This was made on the play of improving GDP growth in the US, and improving housing. There is a shortage of inventory in the US housing market, so many people are opting to stay in their existing home, and to upgrade and renovate.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY
IPL-T Inter Pipeline Market Call (BNN TV) 2017-11-10 $26.110

Increased their dividend by about 3.5%. Their results were fine, but have to make a decision on the big $3.1 billion petrol/chemical facility. They want to secure long-term “take or pay” contracts before building it, which will decrease exposure to the commodity price. If you didn’t own this, this would be a chance to build a position. The dividend yield is over 6%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD
JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2017-11-10 $97.510

Sell and move into Bank of America (BAC-N)? Both are a play on the US economy and capital markets. Of the 2, she would tend to stick with J.P. Morgan, which she feels has a better management team in place. Both will participate if markets continue to do well.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT
JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2017-11-10 $97.510

Banks are taking a breather now. The spread between 2 year and 10 year yields are very, very low. Because of this, the yield curve has flattened, which isn’t an environment where banks do well. However, these are very, very healthy companies. Thinks the banks are a good choice.

Gordon Reid US EQUITIES UNKNOWN No View
TOP PICK
KBH-N KB Home Market Call Tonight (BNN TV) 2017-11-10 $28.110

He is a heavy investor in homebuilders through his US small-cap portfolio. He has 5 homebuilders out of the 40 stocks that make up that portfolio. They’ve done extremely well this year on average, and the 5 of them have grown 55%. Dividend yield of 0.4%. (Analysts’ price target is $25.)

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY
M-N Macys Inc. (formerly Federated Department Stores) Market Call Tonight (BNN TV) 2017-11-10 $19.980

Retail sales is not going away, it is just the model and delivery sources that is changing. Online is taking from bricks and mortar. There won’t be one winner and one loser. There’ll just be a tug-of-war. The numbers basically support online growing at 12%-14%, and bricks and mortar growing at 1% or 2%. That is going to go on for some time. This company has a lot of embedded capital, and they can’t be nimble. They have to create a new desire for people to come into their stores.

Gordon Reid US EQUITIES UNKNOWN No View
TOP PICK
MDLZ-Q Mondelez International Market Call (BNN TV) 2017-11-10 $41.950

A global leading snacks company. 40% is in emerging markets. They are in chocolates, biscuits and candy. It has pulled back from prior years, because emerging markets economies have not been doing as well. Things are starting to improve. They have a program in place to improve margins and thinks the volume growth will start to improve. Dividend yield of 2.1%. (Analysts’ price target is $48.00.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
MFC-T Manulife Financial Market Call (BNN TV) 2017-11-10 $26.910

Sun Life (SLF-T) or Manulife (MFC-T)? In a slowly rising interest rate environment, both banks and lifecos will benefit, and you want to have representation in both groups. She owns 3 banks and 1 lifeco. Both have done well. This one was lagging, but has now played a bit of catch-up. Both just reported good results. Her preference would be this because she likes their Asian exposure, which will be a faster growth market.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PARTIAL SELL
MX-T Methanex Corp Market Call (BNN TV) 2017-11-10 $65.450

Take some profits or is there more room to run? The commodity is methanol and this is the leading producer. It is somewhat cyclical. The stock has done well. In a market pullback, concerns about economic growth, etc. the stock will likely pull back. She wouldn’t see any problems in taking some money off the table now.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
BUY
NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-11-10 $50.020

This is on her watch list. They have 2 divisions, bus manufacturing and an aftermarket business. Just reported, and the aftermarket business was soft, so the stock pulled back. They are well positioned, so on this pullback, you could add to your holdings.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
Showing 181 to 240 of 170,453 entries
<< < 2 3 4 5 6 > >>