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
  
HOLD
BRK.A-N Berkshire Hathaway Inc. (A) Market Call (BNN TV) 2015-01-05 $220980.000

Buffet has done a tremendous job.  This is one of the largest market caps in the world today.  It is fairly fully valued, but correlated to an improving US economy.

Peter Mann US EQUITIES CAUTIOUS Yes View
BUY
BRK.A-N Berkshire Hathaway Inc. (A) Market Call (BNN TV) 2017-02-08 $214748.365

A very large conglomerate with multi-industry exposure, but it is well-run. A great long-term hold. You can’t really go wrong with it.

Cameron Hurst US EQUITIES BULLISH Unknown View
COMMENT
BRK.A-N Berkshire Hathaway Inc. (A) Market Call Tonight (BNN TV) 2016-05-19 $211179.990

This has actually underperformed the S&P 500 over the last 3 years. Year-to-date however, the shares have outperformed and are about 6% better than the S&P. In the last few years, in a growth environment, this has underperformed. On a go forward basis, it might make a lot of sense. It really depends on whether we are truly going back into a Value-based environment versus a growth environment.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
COMMENT
BRK.A-N Berkshire Hathaway Inc. (A) Market Call Tonight (BNN TV) 2014-08-05 $192499.000

This is essentially a conglomerate and mirrors the S&P 500 in terms of all the different types of companies. Very hard to see a lot more upside in the stock.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH No View
BUY
BRK.A-N Berkshire Hathaway Inc. (A) Market Call (BNN TV) 2013-11-05 $171754.000

(Market Call Minute) 1.3 times book value and only concern is succession issues.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) UNKNOWN Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2004-02-26 $3160.000 Very astute management. A good way to diversify a portfolio. Bob Stodgell NORTH AMERICAN - LARGE UNKNOWN No View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2004-02-20 $3113.000 Feels that it has been undervalued for a number of years. Jonathen Wellum, B. Comm, B. Sc NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2004-12-24 $2969.000 Warren Buffet is so big, how does he generate a rate of return. Feels there is more money to be made elsewhere. Brian Acker, CA NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2002-05-15 $2599.000 Trading at 30 X earnings. Too expensive. Owns some "too expensive" stocks like Coca Cola and Gillette.   David Driscoll NORTH AMERICAN - LARGE CAUTIOUS Unknown View
DON'T BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2002-08-19 $2485.000 Not secure about their re-insurance assets. More liabilities still to come regarding Sept 11.   David Baskin NORTH AMERICAN - LARGE 21 Unknown View
TOP PICK
BRK.B-N Berkshire Hathaway Inc. (B) Bottom Line - BNN TV 2003-06-13 $2450.000 Incredibly well run company.   Brian Milner NOT APPLICABLE UNKNOWN Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2002-03-22 $2387.000 Its in a good uptrend and should move higher.   David Burrows NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2002-09-23 $2356.000   Mark Jackson, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2003-01-10 $2341.000 Well positioned in the insurance industry. Has a lot of cash.   Jonathen Wellum, B. Comm, B. Sc NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-09-10 $2273.000 Do a good job. Near a high.   Brad Willock US & GLOBAL LARGE CAP BEAR Unknown View
WAIT
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-06-14 $2260.000 Likes their assets. Good long term, but for growth wait and see how their transition to an operating company works.   Noah Blackstein, B.A., CFA US & GLOBAL LARGE CAP OPTIMISTIC Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-01-08 $2256.667 A core holding. Don't buy for 6 months, but rather for 10/20 yrs.   Noah Blackstein, B.A., CFA US & GLOBAL LARGE CAP BULL Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-05-15 $2243.000 Has a lot of cash, so can buy a lot in a market drop.   Ross Healy NORTH AMERICAN - LARGE BULL on OIL & GAS Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-01-08 $2242.000 A core holding. Don't buy for 6 months, but rather for 10/20 yrs.   Noah Blackstein, B.A., CFA US & GLOBAL LARGE CAP BULL Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-03-23 $2218.000 Great mngmnt. Insurance sector is a money maker.   Michelle Calpin US & GLOBAL LARGE CAP 21 Unknown View
BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-04-12 $2130.000 This is one of their favourite insurers   Neil Murdock US & GLOBAL LARGE CAP CAUTIOUSLY OPTIMISTIC Unknown View
STRONG BUY
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-09-18 $2123.000 One of the strongest insurance companies. Good cash flows. Good time to buy.   Michael Smedley CANADIAN LARGE OPTIMISTIC Unknown View
TOP PICK
BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2001-03-29 $2115.000 A disciplined management. A lot of cash so will be able to buy low.   Jonathen Wellum, B. Comm, B. Sc NORTH AMERICAN - LARGE BULL on FINANCIALS Unknown View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-07-18 $1976.240

(A Top Pick June 24/16. Up 60.39%.) This has done an amazing job. It is a poster child for what a network affect is. They have the best hotel listings, they get the most customers, and because they have the most customers booking, they get more hotel listings. The runway for this company is still significant.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2017-10-18 $1941.870

He really likes Internet retail. This stock pulled back twice to the 150-day moving average this summer. A great business and a good way to participate.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
BUY
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2017-08-09 $1906.800

He likes the space. Online travel has double digit growth and secular trends are good. Valuation has probably got a little stretched. Taking a bit of a hit today as their guidance was a little squishy compared to what people were hoping for. They did beat estimates. This is in a space which is really over-loved, a flag for caution. A well-run company. There will be some volatility.

Cameron Hurst US EQUITIES BEARISH on CANADIAN MARKET Unknown View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2017-05-02 $1880.520

(A Top Pick March 23/16. Up 44%.) Has been involved with for a long time. Their holding of Booking.Com has been a major home run for them. It was involved in hotel reservations, especially European operations, where there are not a lot of chains, but single owner proprietor hotels, which need exposure.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2017-06-21 $1867.780

A good example of a stock that will benefit from a lot of technology trends of more and more people doing things online. 30% of travel bookings are done online right now, still a relatively low number. The industry is dominated by 2 players, Priceline and Expedia. The estimated P/E of 42X is way too high. Next year’s estimates are closer to 21X, and if you strip out cash, it is actually below 20X. They are going to be able to grow through acquisition, which they’ve done a good job of. (Analysts’ price target is $2040.)

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2017-10-03 $1867.650

Thinks online travel booking, which is only 25% of the market in Asia right now, is going to be huge, and this company is only one of 2 huge players in the industry right now. It is going to make a lot of money going forward. The stock is down about 10% from where it was and has a wonderful growth profile ahead of it. (Analysts’ price target is $2,100.)

David Baskin NORTH AMERICAN - LARGE UNKNOWN Yes View
PARTIAL BUY
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-09-21 $1866.350

Got a little weak. In early August, it made a new high and then came back down. It has a moving average at around $1735, which would be a base. It would probably line up with the bottoms of the last several months. If buying for new clients today, he would not take a full position. He would rather pay a little more, and wait for it surge to around $1940 to get a full position. A well-run company that is well followed on the street.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Yes View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-09-19 $1859.780

This has been one of the best performing stocks in the NYSE’s history. Had owned this about 15 years ago at $19, but the multiple is lower today than it was then. They will make somewhere in the neighbourhood of $78 a share in earnings this year, and may even touch $90 a share next year. They’ve been very acquisitive over their lifespan. (Analysts’ price target is $2,100.)

Gordon Reid US EQUITIES UNKNOWN Yes View
HOLD
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-05-11 $1813.560

He has 2 different Stop methods, and he is really close to the Trailing Stop. He uses $1791 and $1773, and this is really close to that. The chart shows a nice long upward trend developing.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY OPTIMISTIC Unknown View
WATCH
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-08-18 $1810.000

The PE is 38 times earnings and 22 times forward earnings.  The optimal time to buy is September 25th with a sell date of April 30th.  It should return 23.92% according to seasonal averages.  This year it had a gap lower.  It had a parabolic rise this year and so you expect that to alleviate.  $1728 would be the ideal point to pick it up at.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2017-04-17 $1770.610

(Top Pick June 24/16, Up 43%) It’s a very volatile name.  It has the best on-line booking platform in the world.  They generate great margins.  It is growing 20% a year and trading at 20 times earnings, ex cash.

Barry Schwartz NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-11-27 $1763.400

(A Top Pick Dec 20/16. Up 18%.) Thinks this company can still grow 15% a year for the next few years. It continues to dominate online travel, especially in Europe where it has the most hotel properties of any of its competitors.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-11-29 $1734.450

Trades at a decent valuation. Only about 35% of travel bookings are done online. People still use travel agents. This is a great emerging market story, because as per capital income rises in emerging markets, you are going to see travel spending increasing significantly.

Andy Nasr GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
COMMENT
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-11-10 $1697.250

Took a pretty severe haircut. This is a high beta stock, which reacts pretty meaningfully both up and down. They said that although they had outperformed and beaten the current quarter’s earning and revenue estimates, the 4th quarter will not be as strong as what the street was anticipating. They are changing their advertising model slightly. They’ll make $73-$74 per share in 2017, so we are talking $.50 on $74. Next year they will make in the mid-$80 range in EPS. They are growing gross bookings in the mid-20% year-over-year. A very, very well-run company. Online searches travel is still a nascent business. There is a long runway for them.

Gordon Reid US EQUITIES UNKNOWN Unknown View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-02-16 $1648.880

(Top Pick Jan 5/16, Up 36.19%) It has a healthy market share in the travel industry worldwide. 

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2016-11-22 $1535.420

(A Top Pick Nov 2/15. Up 4.65%.) One of the hallmarks of a good market is that leadership should broaden to new groups. One of the groups that was noticeably absent from the market was consumer discretionary. Early in the fall, the travel and leisure group started to lift. This is a dominant company in the travel business. He would buy this today.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2016-11-30 $1503.680

(A Top Pick Nov 27/15. Up 20.77%.) An online travel company. Their biggest property is Booking.com. They have thousands of properties, many of them in Europe which, isn’t as populated by hotel chains as North America is. They are going to earn high $60 EPS this year, and are going to skip the $70 next year, as the consensus is $80 EPS for 2017.

Gordon Reid US EQUITIES BULLISH Yes View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2016-12-20 $1502.250

This company has such a huge runway of opportunity. Only 35% of all travel bookings are done online, and the rest are done through travel agents. This company makes most of its money, not in North America, but in Europe and Asia. It only has a 10% market share of online bookings. A fast growing company, 15%-20% revenue growth, and trading at a reasonable valuation. A stock that could benefit from a repatriation of capital, as it has over $10 billion of cash offshore. No dividend. (Analysts’ price target is $1733.74.)

Barry Schwartz NORTH AMERICAN - LARGE OPTIMISTIC Yes View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2015-11-04 $1469.560

(A Top Pick Nov 3/14. Up 22.61%.) They are going to report on the 9th and he thinks it will be a good report, especially based on what some of their peers are doing. Expects they will report somewhere around $57 a share for the year. Next year it will probably push $70.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2015-11-02 $1467.190

The consumer is strengthening due to low oil prices and the first thing they are doing is spending more money on travel.  Online is taking a larger and larger share of the revenue.  This one has a dominant position in Europe.  It has a growing piece of a pie in a growing market.

David Burrows NORTH AMERICAN - LARGE BULL Yes View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2016-08-03 $1371.140

One of the most successful companies on the exchange. It has done extremely well through the years, and continues to do so. An online travel company, and owns booking.com, open table, Kayak. Very, very successful and high growth. Gross bookings rise anywhere from 25% to 30% year-over-year on a quarterly basis. He is looking for about $67 a share in earnings this year, and probably at $80 for next year.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2014-02-26 $1356.940

Fantastic company.  Bookings are up 39% year over year.  271 million rooms booked last year.  A pure growth story.  They are a cheaper stock today than when he bought it way back, on an earnings basis.  High priced stocks don’t necessarily mean expensive stocks.

Gordon Reid US EQUITIES BULLISH on MATERIALS Yes View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2016-03-23 $1306.110

He chose this because of what happened in Belgium in the last couple of days. This always trades off on these terrorists’ events. It is a fact that people will continue to travel, and this company will continue to do well. Trading at about 19X this year and about 18X next year. They have layered on internet options such as Booking.com, OpenTable for dinner reservations, Kayak for flights.

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2015-12-08 $1303.970

His model price is $936. If the US market got ugly later on, this would be on his list.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2015-09-14 $1286.830

(Top Pick Sept. 11/14, Up 8.70%) 70% of revenues are from outside of the US, so it surprises him that it is up.

Teal Linde NORTH AMERICAN BULLISH on US MARKET Yes View
WATCH
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2015-11-19 $1284.650

The chart, from early 2014 to now, is beginning to look like a cup. A cup is identified by having lower lows followed by higher lows. It looks like it tried to break out, but failed. As a technical person he wouldn’t buy this until it definitively broke the handle, somewhere around $1300. The formation is encouraging, but it is not yet ready to Buy.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
HOLD
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2015-12-22 $1277.490

There are a few Internet retailers that have been doing extremely well, and this is one of them. This is one of those companies that is very top of mind from, originally an obscure new industry, and nailed it. Have done extremely well. They have the branding right, the marketing right and the customer approach right. Trading a little bit rich now for their growth that is on the horizon, so it feels a little bit frothy, but fundamentally there is nothing wrong.

Cameron Hurst US EQUITIES CAUTIOUS Unknown View
WAIT
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2015-11-16 $1266.870

This is probably a falling knife at this point. They came out with great earnings, weak guidance, so the stock fell. Not only was the guidance tepid, but anything trouble related is getting hit hard. Give it a few days at least. Overall it is a good company and probably something you can wade back into.

John Stephenson NORTH AMERICAN - LARGE CAUTIOUS Unknown View
PAST TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2015-05-05 $1263.320

(A Top Pick April 30/14. Up 8.9%.) Last quarter was gangbusters. Came out with very, very strong numbers. Expects gross bookings and earnings to rise, somewhere in the high 20% area. Trading at below 20X earnings, so not expensive.

Gordon Reid US EQUITIES CAUTIOUSLY OPTIMISTIC Yes View
COMMENT
PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2015-11-30 $1248.850

Has admired the company tremendously. They are very innovative. This is an example of how technology is transforming whole industries. People that don’t transform in this highly innovative environment are really going to struggle. This is a high multiple stock and has been growing very well. Has totally disrupted the travel industry. He worries that companies like Facebook (FB-Q), Apple (AAPL-Q) and Google (GOOG-Q) are going to increasingly be able to move into these kinds of things, particularly Facebook. Airbnb is also dramatically changing how the travel business works.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS No View
HOLD
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2015-11-25 $1245.750

This is a funny one. A stock with a big share price which makes people think it is overvalued, but it actually scores really well on valuation. ROE is particularly strong at 30%. It is high in terms of value on PE to EBITDA, but there is no net debt. Has had strong price momentum, even with the recent volatility. They have been a consolidator for their business. From a price line this is one that you can hold here.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2015-11-27 $1244.990

A high beta stock, which means it moves the market, so is relatively volatile. If you stay with it long term, it does very well. This is in the Internet space, but in the Internet travel space. They own Booking.com, Kayak and Open Table. Growing gross bookings in the high 20%. This is an opportunity because with the unfortunate events in Paris and terrorism on everybody’s mind, the fear is that travel will be a little more subdued. However, historically, drivers have a great propensity to take on greater risk to get what we want.

Gordon Reid US EQUITIES BULLISH on US MARKET Yes View
DON'T BUY
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2014-06-06 $1238.080

Getting to a level where he is starting to feel a little less comfortable. It’s up around 20X earnings, which is stretching the valuation. Also, one of the areas that he would be concerned about would be the emergence of these virtual “rental by owner” properties, were people, looking for vacation, are looking for more of an established place to visit and stay in. Thinks there will be some competition on the vacationers’ side.

Don Lato NORTH AMERICAN OPTIMISTIC No View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2015-07-22 $1233.970

An online site for booking travel and they have hundreds of thousands of relationships with hotels globally. Last quarter they grew international bookings at 29% year-over-year. It is still growing extremely robustly. Currently trading at about 18X this year’s earnings. He is expecting $65 of earnings per share this year.

Gordon Reid US EQUITIES UNKNOWN Yes View
TOP PICK
PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2016-06-24 $1232.140

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
GOOG-Q Alphabet Inc (C) Market Call Tonight (BNN TV) 2014-02-26 $1220.170

(Top Pick Feb 5/13, Up 59.35%) The risks going forward are in execution.  Motorola acquisition was a failure.  They recognized it was not a fit and moved away.  Google took YouTube and monetized it to the point it is a huge success.  They are an advertising company and not a technology company.

Gordon Reid US EQUITIES BULLISH on MATERIALS Yes View
COMMENT
GOOG-Q Alphabet Inc (C) Market Call (BNN TV) 2014-02-18 $1210.880

Yahoo (YHOO-Q) versus Google (GOOG-Q)? Google has 60%-70% plus of market share in terms of Search and is clearly the dominant player in the space. On ad based revenue growth, they been able to grow and currently have a new “enhanced campaign” for targeted marketing. If you want to play search, growth in mobile and ad revenues, this is the one to play.

Stuart Hinshelwood US EQUITIES CAUTIOUS Yes View
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