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
7741-JP Hoya Corporation Market Call (BNN TV) 2017-11-21 $0.000

The world’s low-cost producer of eyeglass lenses. Thinks this will benefit from the merger of Luxottica/Essilor merger, because he thinks the market share will be in play. They made them at very low cost in Thailand. The Thailand floods hit them, so they built the 2nd plant in the Philippines, an extremely low-cost place to make things. Very high-quality products made in a low-cost environment. This is also a monopoly producer of glass substrate for hard disks, and believes they dominate 2.5”. There are still 3.5” platters to be converted to glass, which is a huge opportunity. Dividend yield of 1.3%. (Analysts’ price target is ¥6,530.)

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Yes View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-21 $0.020

Investing. If he doesn’t like the look of a sector, he stays out of it. There used to be the phenomena where people thought that if you picked the best house on a bad block, you’d be okay. For most of his career, that was true, but it is becoming less and less of an appropriate way of looking at things. Everybody remembers the banks and insurance companies having a difficult time during the global financial crisis. It created a tremendous opportunity within real estate, but he noticed his real estate companies were getting hurt on days when other financials were getting hurt, then he realized real estate was part of the financials. Today credit spreads are very narrow, the economy is growing very nicely, so if looking for an underperformer in an outperforming sector, is the market telling you that it is going to do poorly the next time the market corrects? Also, a lot of that is incredibly time sensitive. To him, 3-5 years is what counts. 

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-11-21 $0.020

Market. North American equity markets made new all-time highs in 2013, the 1st time since the 90s. We rallied 2 years into 2015 and corrected globally. Since February 2016, the market has been slowly making its way higher. We had begun a long reflation of equities in 2016. We have a synchronized growth going on globally, and equities are really an attractive asset class when you have the beginnings of reflation. It can go on for a long time. The hardest thing in a bull market is to stay in your winning positions. Everybody worries, which is good. Looking at the 3 years that came after the first major correction in a bull market of the 50s, there was a rally for 3 years with no volatility. In the rally after the first major correction in 1984 for the 80s and 90s bull market, you had 3 years with no major correction. Since February 2016, we’ve been getting 3%-4% corrections. Another correction is not coming, as there are people with cash sitting waiting for it. In the next 12 months you are going to see a real correction, and then you’ll probably get another 3-4 years of good markets. Regarding cyclicals, flows out of bonds has barely begun. (They’ve been flowing into bonds for over 40 years.) It is relatively early. US banks are trading at 1X BV, and they traded at 2X-3X in the past, and BV is growing.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-11-21 $0.020

Price to Book ratio? The value you pay for an asset in the event there was a problem. When looking at US banks trading at 1X or 1.5X BV, you are not paying that much for the assets you are getting.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
BUY
AAPL-Q Apple Market Call Tonight (BNN TV) 2017-11-21 $173.140

An inexpensive company. Filled with cash, but has lots of interesting catalysts. Their recent iPhone 10 is really interesting, as it gives them the only true integrated platform for augmented reality, which could turn out to be much bigger than people think. Margins are strong when looking at services, and is growing very rapidly.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
BUY
AMAT-Q Applied Materials Market Call Tonight (BNN TV) 2017-11-21 $58.800

There are 4 key structural themes in technology. Cloud-based computing, software as a service, the Internet of Things. This makes equipment that makes semiconductors. Estimates are that the average house will have 17 connected devices over the next 3 years. From early to the middle of October, the market started to consolidate. While the percentage of stocks in uptrends didn’t deteriorate, it went from 78% of stocks with positive weekly price momentum down to 30%. In the last 3 days, the leadership groups have re-accelerated, broke out and made new highs. This company fits right into that camp.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-11-21 $1139.490

It’s not too late to get into this. As long as we are in a decent market and as long as this continues to beat estimates, it should continue to participate. The leader in a Bull market tends to be a leader to the very end. You are likely to see the weaklings roll over first. Right now, breadth is expanding and weaklings are not rolling over. Stay in the leading stock as they have a tremendous advantage.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK
BAC-N Bank of America Market Call Tonight (BNN TV) 2017-11-21 $26.730

(A Top Pick Dec 13/16. Up 20%.) We are still very early in a revaluation of US banks. Trading at 1X Book. BV is growing, so there could be an expansion of the multiple of BV. Tax reform would be good for this bank. 85% of its revenues come from the US.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK
BAC-N Bank of America Market Call Tonight (BNN TV) 2017-11-21 $26.730

When in a strong market and there is clear leadership, there is no reason to jump from one boxcar to another. If the things causing structural change are continuing to strengthen, that is a good reason to stay in position. There are 4 key things that are going to move this higher. 1.) Rising interest rates. 2.) Deregulation. 3.) Cost cutting. (Have cut $10 billion of expenses since 2010.) 4.) Economic growth is accelerating, which helps grow business. Raised their dividend 60% last year, and it is going to increase again this year. Financials can be revalued, multiples can expand and earnings can get better, for 5 to 7 years. Dividend yield of 1.8%. (Analysts’ price target is $29.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK
BEAN-SW Belimo Holding AG Market Call (BNN TV) 2017-11-21 $0.000

(A Top Pick March 27/17. Up 33%.) Makes intelligent building controls. If you install their controls on a commercial building, the energy savings pays back the cost and under 12 months.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Yes View
COMMENT
BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2017-11-21 $3.820

Energy is tough. When it rolled over in 2014, there was a 66% decline. At $26 a barrel, oil reversed and there was a one-year rally, quite similar to what happens when a bubble bursts. The difficulty is that the industry has changed. When the price goes up, production can come on pretty quickly with fracing. Look at these as trades, not some structural long-term bull market. If you are going to invest in oil, you want to buy one that has been able to get better while everybody else has been struggling. The 150-day moving average on this one is falling. He would pick a point below the price it is trading at now, such as $3.50, and use that as a Stop/Loss.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
BUY
CQQQ-N China Technology Gugenheim Market Call Tonight (BNN TV) 2017-11-21 $66.850

One of his big themes has been China. The conception is that the market opportunity is pretty big. As a piece of a portfolio, he sees no reason why you can’t have a piece of this.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY
CS-N Credit Suisse Group Market Call (BNN TV) 2017-11-21 $16.400

This has issues on multiple levels. They’ve had to raise capital twice in the last 12-18 months. He has a real issue with financial institutions where there is a question about capital. Looking at their lines of business, they are particularly concentrated in fixed income, relative to their peers. Not sure of being a huge fan of the high-yield area. The RNBS (mortgage-backed bonds?) space needs a very particular catalyst. RNBS is well below normal because of the function of Dodd Frank requiring banks to have skin in the game when they issue mortgages.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
COMMENT
DOL-T Dollarama Inc. Market Call (BNN TV) 2017-11-21 $158.700

An equity which has a tendency to do well when resource stocks in Canada are not. Has done well because they it is perhaps the 1 out of 10 Canadian companies which is actually a good company. It’s always on his Watch List. They are producing very attractive returns and in some areas, are best in class.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
BUY on WEAKNESS
DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-11-21 $158.700

One that got away from him. He likes companies that are good and getting better, and this is one of them. The price chart seems to gap higher about every 3 months. He’s been very cautious on retail, but this has been a really good foil against the group. It tends to rally around the earnings period and then consolidates after. In the short run, it’s a little extended and a little stretched away from the 50-day moving average, so there is a little risk. A good company. As a long-term hold, this is good.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK
DOW-N Merged Dow Chemical Market Call Tonight (BNN TV) 2017-11-21 $66.650

(A Top Pick Dec 13/16. Up 7%.) This has merged and is going to split into 3 pieces. The underlying metrics of the 3 different businesses are all generally improving. Generates a lot of cash.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK
DWDP-N DowDuPont Inc. Market Call Tonight (BNN TV) 2017-11-21 $71.260

The scenario is playing out, the merger is complete and they are working toward spinning out these 3 different businesses. The economy continues to get better, so pricing is good. Feedstock costs are low. This can go on for a long time. The dividend will grow. Dividend yield of 2.2%. (Analysts’ price target is $80.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
F-N Ford Motor Market Call Tonight (BNN TV) 2017-11-21 $12.120

This has rallied from about $10 to a little over $12. It’s had a good bounce. The group has been coming back into favour, however it’s probably not the strongest in the group. If he had to pick one automobile stock, it would probably be GM. They both could face some structural problems if this EV thing continues to come, as it looks like it is going to.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
SELL
GE-N General Electric Market Call (BNN TV) 2017-11-21 $17.830

Wouldn’t bother with this. He doesn’t understand a lot of their decision-making right now. Just had their analysts’ day and have been pushing really hard to say they have to sell rail right now, when they are making it very clear to everybody that it’s the bottom of the cycle. If they have to sell those assets and are admitting it’s the bottom of the cycle, that says something about their balance sheet. If you own, he would get out.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN No View
DON'T BUY
GWO-T Great West Lifeco Market Call Tonight (BNN TV) 2017-11-21 $35.460

Having a multiyear low in long-term interest rates last June, this is likely to creep higher for many years. Looking at insurance companies, rising rates are good for them. Being in a pretty good equity market, equity returns help the insurance industry. It’s a group he is quite interested in, and they could do well for many years. If he had to pick a Canadian insurer, he would probably pick Manulife (MFC-T) as the leader in the group. Technically it is acting the best and has a great global footprint with great growth in Asia. We are in a bull market, so you don’t want to buy a company that is not going up yet.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
HD-N Home Depot Market Call (BNN TV) 2017-11-21 $172.860

On his Watch List rather than his Recommended List. Had owned this for several years and it had been a very strong performer. Prefers Sherwin Williams (SHW-N) which has an acquisition that will give them synergies, and are in a position where the business is more resilient.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN No View
COMMENT
INTC-Q Intel Market Call (BNN TV) 2017-11-21 $44.940

Not a fan. Haven’t been able to make it clear exactly what they are trying to do. Some years their targets are gross margins, and other years it’s ROI. Thinks they are betwixt and between. Regardless of what guidance they give on capital expenditures, they are going to spend more.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
COMMENT
KEY-T Keyera Corp Market Call Tonight (BNN TV) 2017-11-21 $36.640

Oil is a structural macro problem for energy infrastructure companies right now. Trading near its lows, as is the whole group. From 2009 through 2014, prices rose for oil, volumes grew dramatically, dividends grew dramatically, and energy infrastructure companies went from 6X earnings to 24X earnings, and then the bubble burst. Stocks are reflecting that growth will not necessarily be there.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK
KEYS-N Keysight Technologies Inc. Market Call (BNN TV) 2017-11-21 $45.150

(A Top Pick March 27/17. Up 22%.) This was originally Hewlett-Packard and is the original test equipment business. Very well positioned, because we have a cycle coming in communications and equipment from 5G wireless, which is just starting the ramp up of the R&D now. Also well positioned with defence electronics.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Yes View
COMMENT
KLAC-Q KLA-Tencor Market Call (BNN TV) 2017-11-21 $104.730

An optical inspection company, which makes tools which optically inspects wafers. They are used after the chip is manufactured to verify it is within specs. They dominate the area with an 80%-90% market share, and potentially even higher on leading edge wafers. Sold his holdings this year after a very strong run, but keeps it on his watch list.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN No View
COMMENT
LUXTY-5 (Dead) Luxottica Market Call (BNN TV) 2017-11-21 $60.900

Merging with Essilor (EI-FP), the leading lens producer, and a lot of people view this as very positive, but isn’t sure he feels the same. Luxottica is the parent of LensCrafters, and he wonders why they would do business with their competitor. Prefers Hoya Corp (7741-JP).

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
COMMENT
MFC-T Manulife Financial Market Call (BNN TV) 2017-11-21 $26.980

Doesn’t follow this closely. Canadian operations appear to be excellent and well run and have a strong position in the market. Looking at lifecos in general, in the current environment where it is very difficult to get investors deposits in SEG funds, it is the change in interest rates that is really going to impact earnings growth. If interest rates go up, then lifecos benefit because the present value of liabilities is reduced. It also has exposure to Asia, so you have to make a call on this factor.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
BUY
MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-11-21 $69.360

In consumer and consumer cyclicals, he’s been focused on travel and leisure and home construction. The auto sector has come around over the last few months. Within the auto sector, this is really attractive. They are going from about $2 billion in revenue from assembling full cars, to probably $7 billion by 2019, a 45% growth. About 35% of business comes from Europe. Generates a lot of free cash and has very good dividend growth. The stock is technically strong.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK
MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-11-21 $83.720

(A Top Pick Dec 13/16. Up 36%.) A cheap stock. It has dynamite business relationships. They are the software company to enterprise businesses. One of the 3 leaders in Cloud-based computing which is growing very rapidly.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK
MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-11-21 $83.720

The Cloud theme they embarked on is accelerating. Azure grew 90% in the most recent quarter. It’s a $20 billion business today in a $200 billion market that is growing. They have the enterprise customers, and have shown they can get them. They invested up front for the infrastructure and the margins get better. Their margins went up by 8% in the quarter. Subscription software is growing very, very nicely. These businesses will grow whether or not the economy grows. It is inexpensive. Dividend yield of 2%. (Analysts’ price target is $92.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
MTZ-N Mastec Inc Market Call Tonight (BNN TV) 2017-11-21 $42.300

Has been a little disappointing recently. It’s a great business. They do construction and engineering for cell tower companies and pipelines. The pipeline business is a little soft, so the stock has been consolidating. You could possibly give this the benefit of the doubt, because the market seems to be reaccelerating here. NextEra Energy (NEE-N) looks more attractive. It is the leader in green energy and the fastest growing utility.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-11-21 $49.190

Reduced his position significantly over the last while. A great business. They are dominant. Have grown through acquisition and organically. In the last quarter, their Book to Bill (number of new orders versus the ones they’ve built out and shipped) was 1.28X their billings, which was great. Sales are going really well, but their aftermarket business is doing less well. We are in a strong equity market and it has been a wonderful performer, but for the first time in a long time it is trading below the 150-day moving average, so technically it is less attractive. Made a lower high in November. If you are patient and are making a long-term investment, that’s fine, but he wants everything working today.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
NKE-N Nike Inc Market Call (BNN TV) 2017-11-21 $59.390

He stays away from this. Had owned it for a very long time, but exited it 2-3 years ago because of issues with their inventory and how they were pricing their assortment, as well as the channels they were positioned in. Those remain as concerns for him.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN No View
BUY
OC-N Owens Corning Market Call Tonight (BNN TV) 2017-11-21 $86.980

This is a very big position for him. Trading better than 93% of the stocks in the S&P so far this year. Earnings keep getting better. This is 2 businesses. They make roofing materials and pink insulation. Insulation markets in the US are sold out, so margins are going higher as prices firm. Flooding and hurricanes has added some demand. US homebuilding is growing north of 10% in many US states. This is an early stage in the structural theme in the US. Millennials are starting to buy homes.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK
PH-N Parker Hannifin Corp Market Call (BNN TV) 2017-11-21 $184.290

(A Top Pick March 27/17. Up 20%.) Mostly hydraulics, but also pneumatics, and a very necessary part of the industrial economy. A relatively oligopolistic global business.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Yes View
COMMENT
SLCA-N U. S. Silica Holdings Market Call (BNN TV) 2017-11-21 $33.450

A big supplier of sand that fracers use for drilling. This is what he would put on the “too hard to understand” pile, because sand has a relatively low average selling price, which means it is very sensitive to what freight costs are for moving it. If you were to get involved, it should be relatively short-term.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN No View
BUY
SQ-N Square Inc Market Call Tonight (BNN TV) 2017-11-21 $48.060

In the world of structural themes, digital payments are one of the most important ones, and we are still relatively in early stages. This sells software and devices for point of sale. It’s a quickly growing market. They are also getting involved in some ancillary businesses, being able to transfer money back and forth. He really likes this company. Has a very low volatility chart. A little extended, but is a leader in this space.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK
STRS-IT Strauss Group Market Call (BNN TV) 2017-11-21 $0.000

The 3rd largest coffee producer globally. They dominate the market in South America and Eastern Europe. The largest global producer of things like dips and spreads, primarily hummus, baba ganoush and guacamole. Their brand in North America is Sabra. They are opening up in Australia and New Zealand. Dividend yield of 1.9%. (Analysts’ price target is ILS 76.50.)

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Yes View
COMMENT
UTX-N United Technologies Market Call (BNN TV) 2017-11-21 $117.040

A conglomerate, which makes it harder to analyse. Some of their businesses are on the upswing and some are on the downswing. He would rather be more focused, unless it is very deeply discounted, which he doesn’t believe it is.

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
BUY
WCN-T Waste Connections Market Call Tonight (BNN TV) 2017-11-21 $88.090

The waste business is economically sensitive. A lot of customers are commercial. As the economy strengthens, you produce more waste. This is a play on a strengthening economy, which is one of the reasons you would want to own this. It has a very interesting geographic footprint in parts of the US that are growing. Technically it is sound.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
WEED-T Canopy Growth Corp. Market Call Tonight (BNN TV) 2017-11-21 $18.360

If investing in cannabis companies, there is a lot of speculation and you should be a little careful. Thinks you can make money, and he would focus on the biggest leaders. He owns a little of this. There are a lot of other things working in this market, and you don’t have to focus too much in one area.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK
0696-HKG TravelSky Technology Ltd. Market Call (BNN TV) 2017-11-20 $0.000

They are a global distribution system that allows airline reservations.  That market is growing in leaps and bounds in China.  They can’t be competed with by North American systems.  (Analysts’ target: HK$24.58).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
TOP PICK
2181 JP Persol Holdings (Formerly Temp Holdings) co. Ltd. Market Call (BNN TV) 2017-11-20 $0.000

There are one and a half offers for every candidate.  You also have women entering into the workforce.  Companies need to hire HR firms.  He expects double digit growth.  They can help you source temporary workers including foreigners.  (Analysts’ target: 2745.).

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
PAST TOP PICK
2181 JP Persol Holdings (Formerly Temp Holdings) co. Ltd. Market Call (BNN TV) 2017-11-20 $0.000

(A Top Pick Dec 16/16, Up 59%)  He thinks it will continue to be a great performer.  There were two lost decades and he thinks they are exiting the lost decade.  They have great exposure to growth in their economy. 

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
N/A
A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-11-20 $0.020

[Today's show was pre-empted by BNN's coverage of the Nabraska vote on Keystone XL Pipeline.]

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) 2017-11-20 $0.020

Market.  The economies around the world are in synchrony and are good.  It has helped the international markets.  The emerging markets have led the ride.  They have been the best performers.  It is partly driven by a strong economy in China.  The big question is what happens in normalization of interest rates and lack of stimulation.  The macroeconomic text books were wrong and have to be re-written after we see what happens in 10 years.  Inflated real estate is a global phenomenon.  Prices are much higher than they have been in the past.  Sweden is a signal of what comes afterwards.  House prices are starting to decline and it will give us a road map as to what happens as housing prices around the world start to decline. 

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-20 $0.020

Oil and gas is an area he does not focus on because his Canadian investors can get it here.  He has only owned TOT-N, which he thinks is the best and number two is RDS.A-N.  Tot-N is fully integrated and has the best growth profile of all the majors in Europe.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-20 $0.020

Market. There are fundamentals driving the market. The US economy is clearly improving, and starting to accelerate a little. The Trump bump wasn’t so much about that, as it is that US companies are starting to make money, and doing a quite efficiently. If the tax reform doesn’t go through, that is really bad, but on the other hand it will get rid of the Trump bump temporarily. That would be a buying opportunity. He still likes oil long-term. A lot of Canadian producers have become a lot more efficient, which is allowing them to survive with prices at these levels.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-20 $0.020

Energy. We’ve been told that Canadian Oil Sands is one of the highest cost producers globally with a breakeven point of $60, $70 and $80. How can they make money when they are selling it for about half of what it costs to produce? These companies have become a lot more efficient and have been able to cut the costs of production. They can make some money at these oil prices. 

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-20 $0.020

Covered Calls? A covered call is where you are selling an option which gives somebody else the right to buy the stock. If the stock is at $50, and you sell a covered call, and if the other person has the right to buy it over 6-month period, they have to pay you a premium for that, probably $2-$2.50. One person might not want to do that as they might miss out on the upside of the stock, which is quite true. An investor has to decide whether they want income or the growth in the stock. The cost is a little more for covered calls. The Bank of Montréal website has a good explanation of how these work.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-20 $0.020

Deep in the money Call Options on momentum driven stocks? This is when a person is trying not to pay too much in premium value, which is the time value of the option. When doing it “deep in the money”, and the stock is at $54, you are buying it at $50, intrinsically worth $4, the time value is going to be compressed. It’s a good strategy, provided it goes up.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN _N/A View
COMMENT
CDZ-T iShares Cdn Div Aristocrats ETF Market Call (BNN TV) 2017-11-20 $26.780

A leftover from Claymore’s ETF’s. It’s a lesser quality ETF compared to the ZDV in terms of the stocks it holds. Doesn’t see anything wrong with holding it.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN Unknown View
BUY
CHL-N China Mobile Hong Kong Market Call (BNN TV) 2017-11-20 $50.230

He thinks it is attractively priced right now and would recommend it.  They have an 80% market share. They are a leader in the world in terms of ecommerce through WeChat usage.  We are starting to see them increasing their dividend.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
DON'T BUY
DB-N Deutsche Bank AG Market Call (BNN TV) 2017-11-20 $19.170

It is too complicated for him to invest in.  It is too difficult to analyze.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
PAST TOP PICK
DEO-N Diageo PLC Market Call (BNN TV) 2017-11-20 $137.160

(A Top Pick Dec 16/16, Up 29%)  Spirits have been very strong.  Demand for scotch has increased.  They have Guinness which is not growing very fast.  China has come back for them.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Yes View
BUY
EWJ-N iShares Japan ETF Market Call (BNN TV) 2017-11-20 $58.980

An ETF for the Japanese market? This one is the clear choice. It is pretty attractive right now. Hedged against the local currency, but you still have exposure to the US$.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN Unknown View
BUY
HEX-T HAP Enhanced Income Equity ETF Market Call (BNN TV) 2017-11-20 $6.850

He likes this. A little more diversified than some of the Bank of Montréal (BMO-T) products, which are primarily the banks.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN Unknown View
BUY
HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2017-11-20 $48.340

It is a global bank, exposed to China, North America and the UK.  They are doing extraordinarily well in Asia.  They are very well placed for changes in banking in China.  He expects them to do well there.  We will see a new CEO coming in and it will be interesting to see what he does with the bank going forward.  It is a safe investment at these levels.

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS No View
TOP PICK
INOC-T Horizons Inovestor Canadian Equity Index Market Call (BNN TV) 2017-11-20 $10.030

A brand-new ETF. They are not doing just industrials, they are also doing consumer goods and services. Still has some financials, about 22% instead of the usual 40%. Also has about 8% tech and industrials at about 34%.

John Hood OPTION STRATEGIES & E.T.F.S UNKNOWN No View
PAST TOP PICK
ISP-BIT Intesa Sanpaolo Market Call (BNN TV) 2017-11-20 $0.000

(A Top Pick Dec 16/16, Up 22%)  He works with a really strong credit team.  He came to the conclusion last year that the banks were in good shape in Europe.  European banks are now fully to over capitalized and can now grow loan demand. 

Mark Grammer GLOBAL BULLISH on GLOBAL STOCKS Unknown View
Showing 1 to 60 of 170,587 entries
<< < 1 2 3 4 5 > >>