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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

Date Signal Company Expert Opinion Price
2014-04-09 PAST TOP PICK Facebook
FB-Q
Mark Grammer

(A Top Pick April 2/13. Up 138.08%.) Had avoided the IPO, but when it dropped below $20, he got into it. He could see that a lot more activity was going on in the advertising front. Has dramatically reduced his weighting after their 2 big acquisitions.


Price: $62.410
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: Yes
2014-04-09 BUY General Electric
GE-N
Stan Wong

Likes the industrial space.  Pretty decent growth.  Dividend should grow 10%.


Price: $25.950
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Yes
2014-04-09 TOP PICK Gilead Sciences Inc.
GILD-Q
Stan Wong

A Top Pick last time.  Has been beaten up.  Has a blockbuster drug where earnings will explode.  18 times earnings, 25% earnings growth.


Price: $70.650
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Yes
2014-04-09 BUY Google
GOOGL-Q
Stan Wong

Currently out of, but a name he would like to be back in.  Not a lot of people understand all the moving parts.  Growth ratio is great.  Nearly 20% earnings growth.  GOOGL vs GOOG is the one most people seem to be going with.  But they should mostly move in tandem at this point.


Price: $564.140
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Unknown
2014-04-09 BUY Home Depot
HD-N
Stan Wong

You are getting very good earnings growth.  Will move up and down a little less than home builders.


Price: $77.760
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Yes
2014-04-09 COMMENT Hewlett-Packard Co
HPQ-N
Mark Grammer

Not really a growth company so would not show up on his screens. This is a turnaround story.


Price: $32.720
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 BUY Industrial-Alliance Life Ins
IAG-T
Stan Wong

Has SLF and MFC. This one is less levered than SLF.  A third of its revenues come from wealth management side.  Revenue all from Canada.  A more conservative name.


Price: $45.130
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: No
2014-04-09 BUY iShares Nasdaq BioTech ETF
IBB-Q
Stan Wong

.4% expense ratio.  He likes it.  122 holdings. 


Price: $235.080
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: No
2014-04-09 HOLD ING Groep NV
ING-N
Mark Grammer

Hasn’t done any analysis on this one for quite some time. It’s a developed market bank. Capital ratios are very strong right now. Well managed. Doesn’t think there is anything wrong with this.


Price: $14.140
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 TOP PICK Intertek Group plc
ITRK-LON
Mark Grammer

(London Exchange) Had a pretty weak year. The overall testing, inspecting, certification business has been challenged because of commodities. Out of the big 3, this is the most exposed to the consumer. The catalyst for them is that China is considering opening up its market to foreign tech companies. Right now the big 3 do Chinese testing, but all for exports, none for the domestic market. There is talk they are going to be allowed. If so, he is looking at 12% additional top line growth. Yield of 1.75%.


Price: $0.010
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: Yes
2014-04-09 DON'T BUY KB Home
KBH-N
Stan Wong

Looks a bit expensive based on PE ratio.  Valuation is a bit stretched.  You are going to have fits and starts in the US housing market. 


Price: $17.140
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Unknown
2014-04-09 COMMENT Kyocera Corp
KYO-N
Mark Grammer

He just doesn’t see this company picking up the pace this year. They are competing in a lot of commodity areas and he tries to avoid companies that compete in commodities. Also, they have the headwinds of the issues in Japan.


Price: $45.150
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 PAST TOP PICK Louisiana Pacific Corp
LPX-N
Stan Wong

(Top Pick March 14/13, Down 24.25%) He kept some other housing names. 


Price: $16.590
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: No
2014-04-09 COMMENT Lukoil
LUKOY-OTC
Mark Grammer

When it comes to Russia, you are gambling. You are playing with the dictator Putin. He would not touch anything in Russia. This is cheap, but there is a lot of cheap stuff in Russia.


Price: $0.000
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 TOP PICK Mastercard Inc.
MA-N
Stan Wong

Contrarian call.  Beaten up YTD.  Will benefit from the trend to electronic payments.  Have more exposure to international markets, which are faster growing, than Visa has. 


Price: $73.560
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Yes
2014-04-09 DON'T BUY National Bank of Greece SA
NBG-N
Mark Grammer

Owning a Greek bank is a bit of a crap shoot. Although the economy is recovering, it is still on shaky grounds.


Price: $5.700
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 DON'T BUY Nike Inc
NKE-N
Stan Wong

An interesting name, but a bit stretched in terms of multiple.  Prefers another sporting name.


Price: $73.560
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Unknown
2014-04-09 DON'T BUY Nokia
NOK-N
Mark Grammer

Recently got approval from the Chinese government for the sale of their handset division to Microsoft (MSFT-Q). A company like this is not in his sweet spot. It’s a Value play. If you are a Value investor, you do a much different kind of analysis than he would do. For a growth investor like himself, he would be looking at the income statement rather them the balance sheet and he doesn’t see a lot of potential on the income side of things. They are in a very competitive market.


Price: $7.810
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 COMMENT Philip Morris International
PM-N
Mark Grammer

Doesn’t see growth in the industry. Globally he is seeing a declining smoking rate. Has a hard time investing in a business that is so bad for you.


Price: $83.880
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 COMMENT Royal Bank of Scotland PLC
RBS-N
Mark Grammer

Probably his least favourite company. New CEO is trying to make it a smaller bank and focus the business and has a significant task in order to succeed. Impressed enough that he would take a 2nd look at this bank. It still has a very strong franchise and is potentially a good bank. When looking at the opportunities in the UK, he would rather play it through Hundles (?) Bank because they are growing by 40%.


Price: $10.510
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 PAST TOP PICK Pernod Ricard SA
RI-FRA
Mark Grammer

(A Top Pick April 2/13. Down 10.71%.) Very fond of this company. Sold his holdings last August after a trip to China when he felt that growth was going to be stifled for some time. Noticed that in the higher end restaurants and bars, activity had decreased dramatically. New leadership wants corruption ended so gifting and entertainment is coming down.


Price: $0.010
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 DON'T BUY Banco Santander SA
SAN-N
Mark Grammer

The banks in the peripheral regions have recovered fairly well over the last 18 months. The general feeling is that things are improving in the peripheral regions of Europe. This bank has a lot of exposure, not just in Europe, but in Latin America. Not sure that this is not already reflected in the price of the stock and he would worry that the expectations may have gotten ahead of reality.


Price: $9.800
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 PAST TOP PICK Starbucks
SBUX-Q
Stan Wong

(Top Pick March 14/13, Up 27.32%) You pay a little more in terms of PE ratio for this one.  Expansion into India and China.  Every time you go in, you spend more.  He added a couple of months ago.


Price: $72.480
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Yes
2014-04-09 COMMENT Sanofi-Aventis
SNY-N
Mark Grammer

Has looked at this recently because they have some good drugs in their pipeline, but his preference right now in Europe is Shier (?) which he thinks is well-positioned.


Price: $53.000
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 BUY Suncor Energy Inc
SU-T
Stan Wong

Energy names in Canada are starting to break out a bit.  Hold onto this particular stock.  Thinks it will start to perform.


Price: $39.620
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: No
2014-04-09 HOLD A T & T US
T-N
Stan Wong

Telecoms are getting a bit stretched in terms of valuations.  Decent but watch the valuation.


Price: $34.920
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: No
2014-04-09 WAIT Teck Resources Ltd. (B)
TCK.B-T
Stan Wong

This is a space you probably don’t want to be in for a while. 


Price: $25.290
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: No
2014-04-09 DON'T BUY Tim Hortons
THI-T
Stan Wong

At the top end of its valuation.  Doing a lot of different things to enhance their offering and increase that ticket when you go in, but it doesn’t take away from the nearly 20 PE.


Price: $60.330
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: No
2014-04-09 PAST TOP PICK Thai Oil PCL
TOP-TB
Mark Grammer

(A Top Pick April 2/13. Down 18.24%.) Political unrest has affected this company but he is a long-term investor and is looking through this turmoil and possibly may add to his position. Very strong company and well managed. Have one of the most complex refineries in the region and are very well-positioned.


Price: $0.010
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: Yes
2014-04-09 COMMENT Unilever PLC
UL-N
Mark Grammer

There are many on the street that are bullish on this company. It’s a steady company, well managed and has decent margins. Regarding household product companies, he prefers Nestlés (NESN-SIX) which he feels has better growth prospects.


Price: $44.080
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 BUY Visa Inc.
V-N
Stan Wong

Likes these names.  Fell down to 200 day average and is bouncing there.  A great name.  Will continue to do well as people move from cheques to plastic. 


Price: $207.540
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Unknown
2014-04-09 COMMENT Vodafone Group PLC
VOD-Q
Mark Grammer

Extremely solid management. He did own up to the split and the selloff of its Verizon Wireless, but subsequently sold because right now a lot of the value is locked up in the potential for them to Sell or to be acquired by AT&T (T-N). He is not completely convinced that that is going to happen. Their major market, which is Europe, is struggling. A very strong player and a very strong competitor and thinks they will succeed, but doesn’t expect a lot of growth for them in those major markets. However, you still get a tremendous dividend yield (4%) so if you are interested in yield, this is a pretty good investment.


Price: $37.090
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-09 BUY Vanguard Emerging ETF
VWO-N
Stan Wong

Emerging markets ETF.  No south Korea.  Emerging markets should not be a long term hold. 


Price: $41.740
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Unknown
2014-04-09 PAST TOP PICK Wal-Mart Stores Inc.
WMT-N
Stan Wong

(Top Pick March 14/13, Up 9.11%) Likes the international exposure.  The valuation is starting to look a little stretched here.


Price: $77.970
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: SELECTIVE
Owned: Yes
2014-04-09 COMMENT Yahoo!
YHOO-Q
Mark Grammer

Doesn’t know this company well, but does know that they have a significant investment in Ali Baba, which is a fantastic asset, a one-of-a-kind type of company which will go public over the next 12 months or so. Because of this, Yahoo’s stake may make them worth quite a bit more than it is today.


Price: $34.870
Subject: GLOBAL
Bias: OPTIMISTIC
Owned: No
2014-04-08 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Huen

Europe. Recovery is underway. Just like the rest of the world, growth is difficult, but it is at least on the bottom and seeing some positive momentum. Has been underpriced for a little while, which he likes. If things do decelerate a little bit, there is room to provide some quantitative easing. Banks are volatile, but he thinks they will do well. Also, the consumer space should do well as people get more disposable income. Automotive sector and industrials also do well.


Price: $0.020
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: _N/A
2014-04-08 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Huen

China. This is always a difficult picture to properly paint for everyone, given the quality of the data. Things that can’t be hidden are institutions or companies that default on loans, or certain people going bankrupt. He is monitoring that situation to see how tight or how scary that area may be. There is a shadow banking system that is certainly going to impact the way business is done there. That might be unwinding as well. He is cautious because any type of easing, etc. that the government is trying to do; the growth rate is going to normalize and not accelerate. You are going to see slowing growth.


Price: $0.020
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: _N/A
2014-04-08 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Huen

North America. Finds that US growth is tepid. Their financials have been struggling lately. He has been staying more towards the Canadian side. Energy, a late cyclical play, has been working. A lot of energy stocks, in Canada in particular, have been working extremely well. Likes the gas trade a little bit better than oil.


Price: $0.020
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: _N/A
2014-04-08 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Markets. They are a little tired. Had such a good run, particularly in the US, that he feels it could use a little rest and thinks that is what your are going to see in the US. So far, Canada is starting to show outperformance. We have been outperforming since last July on the TSX. Cdn$ is rising and we are still outperforming. While the US stocks are getting hit, emerging markets are doing well and Europe is holding up okay. One of the things that has got people concerned is Yellen’s speech where she hinted that interest rates could move higher sooner than people were anticipating. He thinks we are seeing rotation out of the US, not only into emerging markets, but also into European securities and possibly even into Canadian which will add to our potential of performance.


Price: $0.020
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: _N/A
2014-04-08 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

Not thrilled about rebalancing bonds with rising interest rates. Where should I park money for the short-term? You are facing the same problem that money managers are facing. His alternative was to buy Bell Canada (BCE-T) and Bell Alliant (BA-T) and companies that have A ratings and go with the dividends. If you want to stay on the bond side and have some risks but not huge ones, go to iShares 1-5yr Ladder Corp Bond Fund (CBO-T).


Price: $0.020
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: _N/A
2014-04-08 N/A A Comment -- General Comments From an Expert
A Commentary
David Cockfield

What makes the Cdn$ rise and fall and what do you predict in the next few months? 1st of all you have to realize that the Cdn$ is rather thin. It doesn’t take much to move it. We are still very much a peripheral currency. Just short-term fund flows can knock us around. Thinks longer-term projections for the dollar are lower, $0.85 is probably okay. In the short term, we have seen some good numbers out of Canada and we are heading towards a balance. Price of oil is up which is a major export commodity. On the agricultural side, we are still shipping last year’s crop. Every time we sell 1,000,000 bushels to China, that money comes back and gives the dollar a lift. Probably for the next 4-6 months, the dollar could be reasonably firm, but on a longer-term basis, it could drift lower.


Price: $0.020
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: _N/A
2014-04-08 COMMENT Air Canada (B)
AC.B-T
David Cockfield

He has a distinct bias against airlines, having seen various airlines come and go and this one dangling on the edge of the precipice at various times. Doesn’t follow it. A bit of bad news and the stock collapses. This is a speculative stock.


Price: $7.590
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: No
2014-04-08 PAST TOP PICK Agrium
AGU-T
David Cockfield

(A Top Pick April 19/13. Up 11.8%.) He is quite happy with this. Would like to see them split the stock on a 4 for 1 basis rather than a 2-for-1. Well-run company.


Price: $102.360
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-08 BUY Bell Aliant
BA-T
David Cockfield

This goes through a cycle. If gets down under $26 and then it will run up closer to $27-$28. 44% is owned by Bell Canada (BCE-T) so they would not like to see that 7% dividend cut. Not a bad yield for a telecommunication utility.


Price: $26.830
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-08 COMMENT Brookfield Asset Management (A)
BAM.A-T
Brian Huen

Great company with extremely smart and sound managers of assets. The management team is very much in line with the investor because they are the biggest shareholder. Have been working very hard on expanding their international presence, particularly on the real estate side. Aggressively pursuing opportunities in India and doing very, very well. Within the company, there are lots of moving parts and minority stakes that he thinks they are working to clean up. Would be a very strong holding for someone who likes real estate.


Price: $45.350
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: Yes
2014-04-08 BUY Brookfield Asset Management (A)
BAM.A-T
David Cockfield

A multifaceted company. The mergers of the property companies has encouraged him to look at it even closer. This is a $175 billion company. It’s not only into properties, its biggest asset, but is into properties globally. Owns prime properties all over major financial centers. If you want a broad diversification and good potential growth, this is a good company.


Price: $45.350
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-08 COMMENT Bombardier Inc (B)
BBD.B-T
David Cockfield

Have a great business in the subway car business and their reputation is good. However, margins are skinny, skinny. The real upside is getting the series C planes off the ground. If that happens and there are no problems, then he feels the stock has significant upside.


Price: $4.110
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: No
2014-04-08 PAST TOP PICK BCE Inc.
BCE-T
David Cockfield

(A Top Pick April 19/13. Up 7.76%.) This security is bought as a substitute for bonds. Have been very good about increasing the dividends.


Price: $48.190
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-08 DON'T BUY Ballard Power Systems
BLD-T
Brian Huen

Extremely volatile. From a valuation aspect, he can’t really comment on it because they don’t really trade on valuation. At the end of the day they are going to benefit from the ability to use and integrate these fuel cells. The problem is trying to tell what the market is really going to look like 5 years from now. Wouldn’t chase it. Would let it normalize and see what the real business plans show and what cash flows are going to look like.


Price: $4.730
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: No
2014-04-08 TOP PICK Bank of Nova Scotia
BNS-T
David Cockfield

One of the better banks in Canada. Going back to the crisis, it didn’t seem to get stuck with holding bad assets. Internationally oriented. Big in the Caribbean, Mexico, Central America and into South America. Normally, because of that exposure, they trade at a premium to their peers. Trading at a discount which he thinks is wrong as he feels those countries are going to do quite well. The kind of growth you get in these emerging countries is so much easier and so much larger than what you are going to get in other banks in Canada or even in the US.


Price: $64.890
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-08 TOP PICK Baytex Energy Corp
BTE-T
David Cockfield

Have issued licenses so Canadians can export Canadian oil through US ports and he wants to see how this all plays out. If that does, we are in even better shape. The company has been running well for years. In the Seal area. Very predictable flat line. Heavy oil which they are great at extracting. Pays a good dividend.


Price: $45.150
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-08 BUY Bellatrix Exploration Ltd.
BXE-T
Brian Huen

Continues to love what they do. Lots of different asset bases that they are able to tap in order to generate returns. Production growth of 30%-40%. Extremely strong balance sheet. Thinks more joint venture potential with some of their properties. Based on their own capital base they can’t tap and need partners to help them out. What you can’t replicate in the energy, mining and resources sectors is a great asset base and this is what these guys have. He has a target in the teens. Twelve months out, the stock will be higher.


Price: $9.380
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: Yes
2014-04-08 TOP PICK Canacol Energy Ltd.
CNE-T
Brian Huen

Primarily in Colombia. Extremely prospective. Oil and gas. Cash flow growth of 40%+ year-over-year. Thinks the production guidance is conservative and will be re-rated. Extremely strong balance sheet that allows them to execute their business plan. Have big partners that will help them finance growth going forward. It will be volatile, but for somebody who is patient and likes growth, this is one you definitely want to own.


Price: $6.950
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: Yes
2014-04-08 PAST TOP PICK Coach Inc
COH-N
Brian Huen

(A Top Pick March 20/13. Up 2.42%.) Sold his holdings in October 2013 when he noticed they were getting their lunch eaten by Michael Kors in the US. Doesn’t feel this is a bad company. Has a very, very solid balance sheet.


Price: $49.090
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: No
2014-04-08 TOP PICK Crescent Point Energy Corp
CPG-T
David Cockfield

As usual, it beat the forecasts in its last quarter. Had given people problems because they had a lot of takeovers, which they paid for with stocks giving ongoing dilution. Continues to pay an excellent dividend of 6.8%. Their water flood is working well. In the Bakken and North Dakota. Big in the rail. Thinks we are going to finally see some capital appreciation in the stock. It finally managed to get through $40. He can see it up to $46.


Price: $40.990
Subject: CANADIAN
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-08 PAST TOP PICK Dundee Corp. (A)
DC.A-T
Brian Huen

(A Top Pick March 20/13. Down 23.33%.) A long-term holding for him. It was a story of a lot of hidden assets not recognized by the marketplace. Had a strong belief that management was going to unlock that value. What they have done since is spun out a number of different real estate arms, selling a bunch of assets and returning cash to shareholders in the form of regular dividends and buybacks. Sold his holdings in August.


Price: $17.380
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: No
2014-04-08 COMMENT Detour Gold
DGC-T
Brian Huen

Had been cautious on this for a long time because he thought they needed money. His thinking changed after the takeout offer of Osisko (OSK-T). The big guys are looking at assets and there are not many of them around. Have the ability to raise money in a difficult environment.


Price: $10.870
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: Yes
2014-04-08 COMMENT DHX Media
DHX-T
Brian Huen

Really likes the company. Not cheap, but not expensive. He likes it being able to leverage its capital position and balance sheet to buy additional assets. Recently got the Degrassi Junior High library at a reasonable price which will be an accretive acquisition. Have an extensive library of children’s material that cannot be replicated. Content is king in the media business. A potential takeout target for somebody who’s looking for big library content.


Price: $5.120
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: Yes
2014-04-08 COMMENT Denison Mines Corp
DML-T
Brian Huen

Highly levered. Needs higher prices to make any of their properties work. Not producing any uranium right now, but are more into the development stage. Have good projects. You have to believe that uranium prices are going to go higher. In the event that you get a rebound in uranium prices and uranium stocks, this could be a takeout candidate.


Price: $1.680
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: No
2014-04-08 COMMENT Element Financial
EFN-T
Brian Huen

A core name for him. Have a very interesting business model that is on track and will allow them to continue to grow versus some of the other financials that are struggling to grow. Stock is taking a bit of a pause while people are waiting for the next deal, based on his research and view of the market and the deals that are coming. Very, very strong balance sheet.


Price: $14.960
Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias: BULLISH on EUROPE
Owned: Yes
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