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

Recent Opinions

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Date Signal Company Expert Opinion Price
2016-09-19 BUY A Comment -- General Comments From an Expert
A Commentary
Teal Linde

Canadian Telcos.  A sector for people who want to invest for yield and income.  T-T is the most attractive on a valuation basis and SJR.B-T is most attractive on a turn-around basis.  They are doing things that should see the company improve.


Price: $0.020
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 N/A A Comment -- General Comments From an Expert
A Commentary
David Fingold

Money Markets.  The biggest focus is what has happened with money markets over the last few months. Many people have noticed that the TED spread has risen and also the LIBOR OYF spread and is being blamed on the US money mark reform, which takes effect Oct 14. This is a pretty big change. They are requiring prime money funds move to a floating NAV, and potentially “gate” their unit holders. That has caused a lot of money market money to move off into treasury funds, which means it is harder to place commercial paper, and has widened the spreads. Thinks it has nearly tripled the LIBOR rates, which a lot of short-term corporate loans are pegged to. So it has actually caused a tightening in monetary conditions. (These rules do not affect Canadian Money Market funds.)


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: _N/A
2016-09-19 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
David Fingold

Jardine Matheson. Safe and reliable? A holding company, and holds a wide variety of assets around Asia. Not a cheap stock, and trades at a significant premium to its NAV. Their assets are largely in emerging Asia, and he has a dim view of the emerging Asia.


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Unknown
2016-09-19 N/A A Comment -- General Comments From an Expert
A Commentary
David Fingold

Long-term dividend growth sector?  As a bottom up stock picker, the last thing he is going to do is to make a general recommendation about sectors. However, utilities, telecoms and REITs have dangerously high valuations, and a lot of selectivity would be necessary with stock picking. Technology is a little different in that if you are looking for some of the strongest free cash flow yields, where the best dividend growth has been, best balance sheet and best margin positions, it is broadly the technology sector. However, telecom is bundled in with technology. Even if you could buy a clean technology ETF, you are buying everything. He would buy individual stocks rather than the sector.


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: _N/A
2016-09-19 HOLD Apple
AAPL-Q
Teal Linde

He is almost out, having been in and out three times.  Their days of growth are almost done.  This is the year when iPhone sales were lower than the previous year.  It should not be viewed as a growth stock, but as a return of capital stock.


Price: $113.580
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 WAIT Apple
AAPL-Q
David Fingold

In order for this to work well as an investment, historically it has been necessary for there to be a lot of pent-up demand for phones. Some of the subsequent launches of phones since iPhone 6, has been that not so many phones have been “end-of-life”. Thinks there has been a boost in the short term because of the difficulty that Samsung has been having. He wouldn’t expect volumes to be very strong on this. He would wait for more pent-up demand.


Price: $113.580
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Unknown
2016-09-19 WATCH Alaris Royalty
AD-T
Teal Linde

They take money borrowed at 5% and invest it at 15%.  They have a number of companies that are doing very well.  Wait for a quarter where the negative news starts to turn.  The yield is fairly safe.  They are paying their dividend out of earnings.  Their cash flow is sufficient to sustain it.


Price: $22.230
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: No
2016-09-19 COMMENT Aegon N.V.
AEG-N
David Fingold

A life insurance company that is incorporated in Holland. Their product lines are primarily protection and variable annuities. It is important to have a positive view on equity markets to make an investment in a company that is selling any form of investment funds. No life insurance company in the world can survive forever if interest rates continue to fall. This company has a very strong dividend yield, but is it covered if interest rates do not rise? This is not clear to him. 7.81% dividend yield.


Price: $3.740
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: No
2016-09-19 WATCH Avigilon Corp
AVO-T
Teal Linde

(Market Call Minute) They are experiencing significant pressure from Chinese suppliers.  Wait for revenue growth to stabilize.


Price: $9.070
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 HOLD Bank of America
BAC-N
Teal Linde

The sector has been so regulated recently that it will not be affected by a new president.  The sector has reduced risks now and the valuations should be higher.  This one is trading at a discount to its tangible book value.  It is worth holding onto.  The currency risk is keeping him out of it.


Price: $15.590
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: No
2016-09-19 WAIT Bombardier Inc (B)
BBD.B-T
Teal Linde

(Market Call Minute) The ‘C’ series is better than the HB-20 and 737, but they still need to show they can get orders in an already crowded space.


Price: $1.750
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 HOLD BCE Inc.
BCE-T
Larry Berman CFA, CMT, CTA

Telecom Space.  BCE-T is trading at 17 times earnings, but a significant part of its revenue is regulated.  It is a little expensive in his mind.  It should be trading at more of a discount.  If there is an interest-rate-led correction, this one will be impacted heavily.


Price: $60.050
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-09-19 WAIT Baidu.com
BIDU-Q
Teal Linde

It has had difficulties this year because of Chinese limits on advertising.  Also, they have to certify that healthcare advertising is legitimate.  In a quarter or two it will be a time to buy it.  They have 80% market share of search in China. 


Price: $184.740
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 COMMENT BP PLC
BP-N
David Fingold

One thing is that safety issues are not new to this company. Within the majors that operate within the US, this has been the one with the worst safety record. You can’t attract and retain quality employees if they are concerned about health and safety. Also, they have basically run all of their foreign operations through the US, so they are very exposed in terms of liability. He also is not interested in investing in oil and gas.


Price: $33.440
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: No
2016-09-19 COMMENT Blackstone Group LP
BX-N
David Fingold

He knows this company very well. The private equity industry works on very definable cycles. They create value when the economy is weak and they are able to buy businesses when earnings are depressed. They build up profit and ultimately crystallize when they exit their investments. The whole private equity group in general have been trading a lot with high-yield bond yields. It doesn’t feel timely to him.


Price: $25.830
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: No
2016-09-19 PAST TOP PICK Celgene Corp
CELG-Q
Teal Linde

(Top Pick Sep 14/15, Down 11.18%) The largest pharma company working on fighting blood borne cancers.  They are growing top and bottom line about 20%, so they are attractive.  The sentiment for the health care sector has been negative through this election campaign.  Buy on a pullback.


Price: $107.730
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 SELL Costco Wholesale
COST-Q
Larry Berman CFA, CMT, CTA

It has been going sideways for a year.  It came down quite a bit recently.  The long term support is at $140 going back about 2 years.  If we trade below it, you have a potentially major top.  We were not able to take out the previous high recently.  Don’t touch it.  It is not acting well.


Price: $151.790
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-09-19 PAST TOP PICK Cognizant Technology Solutions Corp.
CTSH-Q
Teal Linde

(Top Pick Sep 14/15, Dow 13.63%) IT Consulting and outsourcing.  It has pulled back recently because of comments made last quarter about macro headwinds.  They have been growing double digits for over 12 consecutive years organically.


Price: $53.330
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 STRONG BUY CVS Health Corp
CVS-N
Teal Linde

It was a top pick last month.  It has come off since then so he would be a buyer.  They are a pharmacy benefits manager and they own 800 clinics. 


Price: $89.170
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 SELL Concordia Healthcare
CXR-T
Teal Linde

The gig is up in that whole business model.  They started hiking up prices and getting aggressive on sales tactics.  They are facing upcoming generic competition. 


Price: $7.120
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 HOLD DH Corporation
DH-T
Teal Linde

They have three businesses, lending, transaction and domestic business.  The lending business is hurting.  The domestic business is a bit flat.  Their balance sheet is quite leveraged, so they can’t acquire.  It is a hold.


Price: $28.650
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 BUY Walt Disney
DIS-N
Teal Linde

A consistent performer.  The media business is holding it down.  They are in the right type of business. 


Price: $92.630
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 BUY Encana Corp
ECA-T
Teal Linde

(Market Call Minute) He is bullish on Nat Gas until the end of the year and then you should consider getting out.


Price: $13.030
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 TOP PICK Facebook
FB-Q
Teal Linde

The growth rate is attractive.  35% revenue growth, 26 times earnings.  Typically the PE is higher than the growth rate. 


Price: $128.650
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 PAST TOP PICK Facebook
FB-Q
Teal Linde

(Top Pick Sep 14/15, Up 39.66%) Grew revenues 59% last quarter, 52% previous quarter.  Last quarter they had the highest increase in subscriber base (15%) in three years.  It is still attractive.


Price: $128.650
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 BUY Goldcorp Inc
G-T
Teal Linde

The case is stronger than it has been for some time.  You can’t argue against this given negative interest rates.  Production has declined over the last few years.  This is one he would buy.  It has not rallied with the group.  It has room for improvement as well as upside.


Price: $20.740
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 COMMENT General Electric
GE-N
David Fingold

GE Capital is down to about $140 billion in assets, and have a pretty significant leverage in the business. Thinks we will find out more in the next few months, as he believes the company is having a meeting with bond rating agencies to talk about GE Capital. Getting into the core industrial GE, he doesn’t understand what they are doing. They bought a bunch of energy equipment companies at the peak of the cycle. They also bought a bunch of 3-D printing companies recently and he doesn’t know what to make of that. He puts this one on the “too hard” pile.


Price: $29.430
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: No
2016-09-19 DON'T BUY Goodyear Tire
GT-Q
David Fingold

Not a fan of the tire industry. Doesn’t really care for the dynamics. It has a great deal of trouble passing through raw material costs. The collapse of oil prices has been a benefit, but it is going to be very difficult to repeat a decline in oil. He believes the company is very involved in OEM tires. This works by them selling the tires at cost with the car. They are then looking to get the replacement tire business. That is a terrible dynamic.


Price: $32.220
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Unknown
2016-09-19 HOLD Hudbay Minerals Inc.
HBM-T
Teal Linde

(Market Call Minute) It is becoming a copper company.  Copper prices are still lackluster.


Price: $4.880
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 TOP PICK Inficon
IFCN-SW
David Fingold

Manufactures vacuum metrology equipment. This is gas chromatography and mass spectrometers used for analytical purposes. Their largest single market is semiconductor equipment. They are also the biggest producer globally of leak detection for manufacturing refrigeration equipment, and air conditioners. They also have a business that does real time environmental monitoring. Dividend yield of 3.41%.


Price: $0.000
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Yes
2016-09-19 DON'T BUY Inter Pipeline
IPL-T
Larry Berman CFA, CMT, CTA

They did a secondary offering a month ago. That is usually a headwind for a stock until the market digests it.  About $1.1 Billion of $1.7 Billion in revenues comes from transporting crude in Canada.  There is not a lot of growth there.  It has a great dividend yield and that is why it trades so expensively.  If interest rates tick up, this stock will be obliterated.


Price: $27.400
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2016-09-19 DON'T BUY Kroger Co.
KR-N
David Fingold

He would stay away from grocery in general. A major factor is food deflation, but even if the gross margin of a grocery store were to remain constant, and selling prices are lower, they are delivering less growth margin dollars against the fixed costs. The other problem is that a lot of the profit pools of the grocery industry are really under assault. There are hard discounters coming into the US like Aldi, Richard selling natural foods at incredibly low prices, working on very low markups. (See Top Picks.)


Price: $30.790
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Unknown
2016-09-19 COMMENT Manulife Financial
MFC-T
Teal Linde

(Market Call Minute) They are all having difficulty, but MFC-T’s wealth management business is better than SLF-T’s.


Price: $18.190
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 COMMENT Magna Int'l. (A)
MG-T
David Fingold

A great company, but there is a very big difference between a great company and a great stock. Admires their margins and the returns. The problem is, they are an auto parts company, which kind of topped out versus the market in the 4th quarter of 2013.


Price: $52.540
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Unknown
2016-09-19 SPECULATIVE BUY Martinrea
MRE-T
Teal Linde

They are expanding in Mexico and China.  They have a new management team that is doing all the right things.  It is trading at 5 times this year’s earnings.  It is by far the least extensive compared to LNR-T and MG-T.  It is still a tiny company that is making a turnaround.


Price: $7.980
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 BUY National Bank of Canada
NA-T
Teal Linde

It one of 4 he owns.  You can buy any of them if you have a long time horizon.  It does what it does best, not going into other countries.  His favourite is RY-T because of wealth management in the US and BNS-T because of avoidance of the US and expansion into Latin America, which is growing nicely.


Price: $47.570
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 PARTIAL SELL New Flyer Industries Inc.
NFI-T
Teal Linde

A phenomenal turn-around.  This is a stock that should have been looked at in years past.  They are reaping their reward.  It is not a fast growing market.  You should start taking money off the table.


Price: $42.610
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 TOP PICK New Home Company Inc.
NWHM-N
Teal Linde

A home builder.  They build $2-4 Million homes.  Newport Beach, California, homes on the coast.  Experienced management.  Their reputation gives them greater success at buying from landowners to develop.


Price: $0.000
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 DON'T BUY Proctor & Gamble
PG-N
Teal Linde

It is a bet on China.  They have been underperforming there.  Diapers are now being bought from Japan.  They were told by the Chinese that their products were old and outdated.


Price: $88.370
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 TOP PICK Painted Pony Petroleum
PPY-T
Teal Linde

He is bullish on Nat Gas.  Management is proven.  4th largest reserve of all publically traded companies.  You had the first draw down in Nat Gas since 2006 last month.  You just need a normal winter.


Price: $7.740
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Yes
2016-09-19 HOLD Stella-Jones Inc.
SJ-T
Teal Linde

He is primarily a growth investor.  He looks at dividends as part of the total return.  This company has about 40% of the railway tie market and 30% of the utility pole market.  It is dominant in its industry, but their organic growth rate has slowed down.  They say they can continue to grow for approximately the next 5 years despite the slow growth.


Price: $46.030
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 TOP PICK Strauss Group
STRS-IT
David Fingold

An Israeli company in the food business. One of their largest business segments is fresh salads and dip. They are the globe leader in those products. Also, they are the largest coffee brand in Brazil, and one of the largest in Eastern Europe. Those businesses have been growing well organically, and feels that the currency translation affects are behind them. They are also the leader in snack foods and dairy in Israel. Last quarter Israel grew at 4%. It is one of the fastest-growing developed economies in the world. There is tremendous immigration, and they are coming with money and skills.


Price: $0.000
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Yes
2016-09-19 PARTIAL SELL Teck Resources Ltd. (B)
TCK.B-T
Teal Linde

It is trading about $3 above the analysts’ price target.  You are definitely fairly valued.  The value of met coal has more than doubled in the last two weeks.  But this represents a tiny portion of met coal’s value.  He suggests lightening up.


Price: $23.720
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 SELL Wells Fargo
WFC-N
Teal Linde

He has been getting out of it slowly.  It is time to move on.  They were stung recently by the news that 5000 employees have been making fictitious accounts.  They can fund their entire loan book with deposits.  There is not enough upside to compensate for owning a US bank due to currency risk.


Price: $46.010
Subject: NORTH AMERICAN
Bias: BULLISH
Owned: Unknown
2016-09-19 COMMENT Wells Fargo
WFC-N
David Fingold

There has been some recent controversy because of alleged sales practices, but believes that 5-10 years from now, everybody will have forgotten that. First of all, people were concerned about the derating of the loan book, and that was followed by the controversy of those sales practices. However, the reality is that they are in a position that is not really under their control.


Price: $46.010
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: No
2016-09-16 N/A A Comment -- General Comments From an Expert
A Commentary
William Chin

Market. These low interest rate policies have been a giant experiment, and we are going to see unintended consequences for years to come, some of them yet to be identified or developed. Driving interest rates to zero, or even negative, destroys interest income. As a result, investors are chasing after yield and returns, and we have asset bubbles here and there, which we need to carefully avoid. There are many, many overvalued stocks now, and only a handful that are fairly valued, and even fewer that are undervalued. If you bought an ETF or a mutual fund that looks like the whole index, you are buying the good with the bad. It is very important to have active management that only picks the good. If you look under the rocks, you will be able to find good value in Canadian stocks that have their own unique story, and that will do well regardless of what is happening globally.


Price: $0.020
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: _N/A
2016-09-16 N/A A Comment -- General Comments From an Expert
A Commentary
William Chin

What will cause oil to drop below $40 again? Wait a few months. US and Canadian economic data has been soft, a sluggish growth. The biggest producers, Russia and Saudi Arabia, both have big budget deficits. Regardless of the price they will have to keep pumping. $37 was a bottom going back to August 2015, and is a minor support. We can test $40, but give it a few months.


Price: $0.020
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: _N/A
2016-09-16 N/A A Comment -- General Comments From an Expert
A Commentary
Swanzy Quarshie

Market. Believes the oil market is in the very late stages of a lengthy rebalancing process. The market is fixing itself, and has taken longer than expected. Unfortunately, OPEC has been pretty aggressive in their production, but she feels they are reaching their limits. Given that we have all this supply, that is essentially being exhausted, and a situation where demand keeps growing, this is really the time to be paying attention to the oil/gas stocks. The market is going to turn. People are fighting to figure out which direction oil is going to go, and that is creating volatility. You do tend to see volatility spike at bottoms.


Price: $0.020
Subject: OIL & GAS
Bias: BULLISH on ENERGY
Owned: _N/A
2016-09-16 TOP PICK AGT Food & Ingredients
AGT-T
William Chin

A global player in pulses, a vegetarian protein which is very big these days, a healthy eating trend. They also have a big market in India and Turkey, which are seeing a decline in production of lentils and chickpeas. The profit margin and revenue is rising. They have a good order backlog. A fantastic stock.


Price: $36.230
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Yes
2016-09-16 COMMENT Aphria Inc
APH-X
William Chin

Not a lot of price history, because it is a new stock. The trend looks good, but the only caution he would have is to take a look at volume. Smaller stocks don’t have enough participants, so therefore the charts sometimes may not be as indicative as a stock that has a bigger audience. When you are dealing with regulations and politics, it is a big unknown. He would be cautious.


Price: $3.140
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-09-16 BUY on WEAKNESS Algonquin Power & Utilities Corp
AQN-T
William Chin

This is a utility, one of those hiding places. It gives you a decent yield. Higher lows and higher highs looks good. Make sure that you Buy this on a retracement.


Price: $11.700
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-09-16 COMMENT Athabaska Oil Sands Corp
ATH-T
Swanzy Quarshie

An interesting one, and she is warming up to the story. It has lots of opportunities in terms of a shale play called the Duvernay. They are trying to maintain cash flow with a SAGD heavy oil project that they are doing quite well with. Thinks there is a future with this company. If oil prices go to $32, this will be hit because it is a heavy oil story.


Price: $1.120
Subject: OIL & GAS
Bias: BULLISH on ENERGY
Owned: No
2016-09-16 COMMENT Brookfield Asset Management (A)
BAM.A-T
William Chin

The chart looks pretty good. It is building a “cup and handle” formation, and looks like it is trying to retest the highs. The price is definitely resilient, and buyers are stepping up. The only caution he would make is to check the valuation. Dividend yield of 1.6%.


Price: $43.390
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-09-16 WATCH Blackbird Energy Inc
BBI-X
Swanzy Quarshie

She doesn’t own this, because it is essentially a land bank. It is in a good neighbourhood, and could eventually do well. They are going to be drilling a few wells and get some results. If you have a small position, she would hold onto that just for the news flow. She prefers more free cash flow generators.


Price: $0.300
Subject: OIL & GAS
Bias: BULLISH on ENERGY
Owned: No
2016-09-16 BUY on WEAKNESS Brookfield Infrastucture Partners
BIP.UN-T
William Chin

The chart looks fine. This had been hanging around its highs, which is a bullish sign. Buyers are persistent and Sellers are not aggressive. As a result, there was a break out this year. Based on the range of the breakout, there should be at least another $10-$12 to the upside, taking you to $40-$50. Be patient and buy on retracement.


Price: $43.490
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-09-16 TOP PICK Bonterra Energy Corp
BNE-T
Swanzy Quarshie

Has a nice 4.9% dividend that is sustainable. They have done really well with costs. The story has free cash flow on current oil prices, which is going to help them pay off debt, which has been a little too high. Free cash flow yield for this year and next is much higher than it was in 2014 when oil prices averaged $94. This has a great history of ROC.


Price: $24.510
Subject: OIL & GAS
Bias: BULLISH on ENERGY
Owned: Yes
2016-09-16 PAST TOP PICK Bankers Petroleum
BNK-T
Swanzy Quarshie

(A Top Pick Sept 2/15. Up 6.34%.) A small Albanian heavy oil company. This is being taken over by a Chinese company. This has a really great year-to-date number.


Price: $2.180
Subject: OIL & GAS
Bias: BULLISH on ENERGY
Owned: Yes
2016-09-16 SELL Baytex Energy Corp
BTE-T
William Chin

This is definitely a Sell or Avoid. It basically tracks the price of oil, and there is no recovery. Sellers are still willing to accept low prices and keep selling. No new or strong buyers have stepped up.


Price: $5.190
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
2016-09-16 COMMENT Baytex Energy Corp
BTE-T
Swanzy Quarshie

Doesn’t think this is in danger in the short term. They have a lot of debt, but a lot of it is term debt. Also, have had some bank lines that they have securitized against their assets, which gets them in line with the bank covenants. They have bought themselves a lot of time. She likes their Canadian assets. A “wait and see” story.


Price: $5.190
Subject: OIL & GAS
Bias: BULLISH on ENERGY
Owned: Unknown
2016-09-16 COMMENT B2Gold Corp.
BTO-T
William Chin

This has broken out of a long-term decline this year and is doing very well. He likes gold, because of negative interest rates. Gold is the only currency without a central bank. The trend on this is definitely up, but it is a very, very volatile stock, so adjust your position size accordingly. Maybe have a stop-loss. Around $2.30 should be a very strong support, and has potential of going to maybe $5-$6.


Price: $3.590
Subject: TECHNICAL ANALYSIS & MACRO STRATEGY
Bias: UNKNOWN
Owned: Unknown
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