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

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Date Signal Company Expert Opinion Price
2015-07-27 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  China is still a big problem in the markets.  China is always in the top three of things going on in the world.  PEK-N is an ETF to play China.  We saw a wave up.  He sees more downside coming from a technical point of view.  Obama is trying to get more corporations to be more into green and clean energy.  This is going to be a growing area.  From the ’08 peaks we have not recovered, however. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-07-27 BUY on WEAKNESS A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

RDV on Australian Exchange.  It is a basket of higher dividend paying Australian shares.  36% banks, 10% insurance companies.  If China continues to slow for the next couple of years, Australian banks may tend to underperform.  There is a band of support at $28 so buy it there.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2015-07-27 WATCH A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Preferred shares and rate resets.  Indiscriminant selling is occurring from retail investors who don’t understand them.  They are undervalued right now, but selling could keep going.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2015-07-27 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Chinese government and central bank interventions.  It makes him ill that governments try to support the value of a market.  Stay away from China.  The dust has not settled there.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-07-27 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Market Breadth.  There are a handfull of stocks that are leading the markets higher, but the average stock is not participating.  VT-N is the entire world of global equities.  Over the last year we have moved to a flat pattern compared to 2012-2014.  How many stocks are above the 200 day moving average?  Only 51.8%, quite a drop off.  This is classic of the late stage of a bull market.  In New York it is below 40% now.  Starting Q1 last year, small caps started to outperform dramatically.  In ’97-’99, small cap stocks started underperforming.  When markets ultimately made their highs in 2000, small caps kicked up.  He is looking for a 10-15% correction, not a bear market.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2015-07-27 N/A A Comment -- General Comments From an Expert
A Commentary
Derek Warren

Markets.  REITs today are just getting thrown out with everything else.  There is fear that REITs will go down when interest rates go up.  Pricing for real estate is quite strong.  Retail is showing strength, but the apartment sector more so.  People gravitate towards them as a safe haven.  Target – we have not had a big bankruptcy since Eatons.  There will be a transition for the Target properties that could take two years.  He is underweight office, retail you should be market weight.  He likes industrial and hotels also.


Price: $0.020
Subject: REIT's
Bias: OPTIMISTIC
Owned: _N/A
2015-07-27 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (1)

Markets.The market has been down 7 days in a row, which is the 1st time since 2011 that that has happened, the time of the original Greece blow-up. 8.5% overnight in China got it started, so it was bad right from the get-go. You get a bit of momentum and a bit of negative sentiment, and it’s not very much fun. Thinks things will be better in the 2nd half of the year, but it may be longer than that for resource. Also, oil looks kind of sloppy. If we get stabilization in oil, that is part of it, but on the non-resource side, there is starting to be value in lots of areas. It has been a very narrow market. There is starting to be decent value, but if you take energy out in both US and Canada, the multiples on the non-energies are lower than they were January 1. If we get the little rate increase of 25 basis points out of the way, we will get some of this back. For his clients, he has a decent percentage of US and has been adding US lately, and is trying to get Canadian companies that have exposure to the US.


Price: $0.020
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: _N/A
2015-07-27 PAST TOP PICK Pure Industrial Real Estatetrust Trust
AAR.UN-T
Derek Warren

(Top Pick Jul 15/14, Up 4.66%) He has liked the industrial market for some time.  They have internalized management and have a capable management team.  It is still a good name.


Price: $4.580
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 DON'T BUY Amica Mature Lifestyles
ACC-T
Derek Warren

Seniors sector.  When Regal was bought out, it provided a boost to this one.  It has a fair amount of debt and that has kept him out of the stock.  Prefers CSH.UN-T.


Price: $8.250
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 COMMENT AutoCanada Inc.
ACQ-T
Bruce Campbell (1)

Car dealerships, mostly in Alberta. The stock was a darling with a very high multiple that was priced for perfection. Doesn’t like the business. It is an acquisition story and in the end it is car dealerships. If you have a long-term view, you could probably hold it as he doesn’t think it goes down much more. Based on the valuation, there is no reason it couldn’t go down another $5.


Price: $30.590
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 WATCH Agellan Commercial REIT
ACR.UN-T
Derek Warren

They are going to be turning their portfolio for yield.  You might have to wait a few months for anything to happen.


Price: $8.400
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 WATCH Automotive Properties Real Estate Investment Trust
APR.UN-T
Derek Warren

Canada’s newest REIT.  He does not think there is a big reason for fear, but was unhappy with the debt level.  He is waiting it out to see how it performs.  They have top notch management.  This is very similar to ACQ-T, but you own the real estate of the dealerships.  10.6% yield. 


Price: $10.010
Subject: REIT's
Bias: OPTIMISTIC
Owned: Unknown
2015-07-27 PAST TOP PICK Argonaut Gold
AR-T
Bruce Campbell (1)

(A Top Pick July 21/14. Down 71.05%.) Missed one quarter about a year ago because of heavy rains in the rainy season in Mexico. Made it up the next quarter and has reported good results ever since with a bunch of new drilling, but nobody cares. It was a mistake to pick a gold a year ago.


Price: $1.210
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 COMMENT Aecon Group Inc
ARE-T
Bruce Campbell (1)

(Market Call Minute.) Engineering/construction companies are interesting and are a relatively good place to get some exposure. Prefers SNC Lavalin (SNC-T) which is cheaper and a little more international in the US.


Price: $10.290
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 HOLD Artis Real Estate Investment Trust
AX.UN-T
Derek Warren

If you bought it for its sustainable yield, should hold it.  It is being tagged with its Calgary exposure.  The market is ignoring their US exposure.  Wait through the cycle.


Price: $12.980
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 TOP PICK Bank of America
BAC-N
Bruce Campbell (1)

Under Book Value, exposure to US housing and has 10% of US retail banking. Yield of 1.13% and will probably have a dividend increase coming in the next few months. It will also be a beneficiary of the higher rates that are coming in September or December. Probably goes into the $20s a year from now.


Price: $17.670
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 BUY on WEAKNESS BCE Inc.
BCE-T
Bruce Campbell (1)

(Market Call Minute.) This has pulled back on the CRTC Internet thing. This is a Hold, but a buy at $50.


Price: $52.940
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 BUY Boardwalk REIT
BEI.UN-T
Derek Warren

Large Alberta portfolio.  He does not think there is as much risk on it as the market is pricing.  At these levels it is pricing in massive vacancies.  He thinks it is still a safe name.  He is overweight.


Price: $57.480
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 TOP PICK Blackrock Inc.
BLK-N
Bruce Campbell (1)

An asset manager that has iShares. A cheap, efficient and chicken way to get some International, non-North American exposure. There are about 40% Europe, Japan and emerging market. A pretty good growth last quarter. Probably rising dividends over time. Dividend yield of 2.59%. He can see this at $400 a year from now.


Price: $336.240
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 BUY Bank of Nova Scotia
BNS-T
Bruce Campbell (1)

Canadian Banks got hit hard today. This one is 50% non-Canadian. In times like this, it is just like the oil story, where we have a little bit of irrational selling at the moment. Even if it’s Americans shorting them, they are indiscriminately shorting. This is cheap. Its diversification is Caribbean, Peru, Colombia, Mexico, Philippines and Thailand, and none of these are overly exposed to oil. This is a good entry point. (See Top Picks.)


Price: $61.070
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 WEAK BUY Brookfield Property Partners
BPY.UN-T
Derek Warren

They report in US dollars so look at the chart in US dollars.  They have continued their acquisition strategy, but the deals have not been as attractive.  He continues to like it.  He is cautious, however.


Price: $26.650
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 DON'T BUY BTB Real Estate Investment Trust
BTB.UN-T
Derek Warren

A fine way to play the Quebec recovery.  It has a little too much debt for his liking.  He has been trying to increase his Quebec exposure however.


Price: $4.490
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 BUY Canadian Apartment Properties
CAR.UN-T
Derek Warren

They have the best margins in the business. 


Price: $27.640
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 DON'T BUY Cameco Corporation
CCO-T
Bruce Campbell (1)

(Market Call Minute.) Still doesn’t like this company. You don’t need to own it. Wait for uranium to go up some year or decade, and then look at it.


Price: $16.890
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 PAST TOP PICK Cineplex Inc
CGX-T
Bruce Campbell (1)

(A Top Pick July 21/14. Up 26.5%.) Valuation is high because it is well-managed. There isn’t too much choice in Canada. Yield of about 3.2%. He thinks that for the rest of this year there continues to be a very good slate of movies coming. Really well managed. Getting close to where they can’t grow near as much because there are not going to be as many things left to do. A nice defensive place, so far, to hide in.


Price: $47.880
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 BUY Canadian National R.R.
CNR-T
Bruce Campbell (1)

Likes this company and recently bought some. For the first time in years, you can buy this at a discount to the market multiple. A good, safe way to have some North American industrial. More of a north-south railway and Canadian Pacific (CP-T), so you get more exposure. Really good operating ratio.


Price: $78.530
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 DON'T BUY Canadian Oil Sands
COS-T
Bruce Campbell (1)

Has never liked this. You can buy this through buying Suncor (SU-T). This is a one trick pony, Syncrude. They don’t control it. They’ve had to lower the dividend a few times.


Price: $7.010
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 HOLD Crescent Point Energy Corp
CPG-T
Bruce Campbell (1)

(Market Call Minute.) Dividend yield is now 14.7%. A Hold and maybe even a Buy at this level. They have hedges on through next year, so would only have to cut the dividend if oil stays at $45 for 18 months.


Price: $18.750
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 HOLD Crombie Real Estate Investment Trust
CRR.UN-T
Derek Warren

He has been watching it.  This earnings call they will be disclosing more about their development plans.  The properties could have so much more built onto them.  Definitely hold on to those shares.


Price: $12.350
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 TOP PICK CT Real Estate Invest Trust
CRT.UN-T
Derek Warren

He is leaning a bit defensive here.  Great real estate team.  This is a core name with him.  There are opportunities for growth.  It is a good, stable portfolio.  You get the income, but not the volatility.  They might add more retail to their properties.


Price: $12.230
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 PAST TOP PICK Chartwell Seniors Housing
CSH.UN-T
Derek Warren

(Top Pick Jul 15/14, Up 14.13%) They went too aggressively into the US.  A lot of US health care REITs have shown an interest in Canada.


Price: $11.520
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 SPECULATIVE BUY Dream Office REIT
D.UN-T
Derek Warren

He does now own it because of the negative pressure in Calgary office markets.  He thinks the market is pricing in more rent erosion than there is.  For the brave, there is a bit of an opportunity. 


Price: $23.560
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 DON'T BUY Dream Global REIT
DRG.UN-T
Derek Warren

He sold out 3 weeks ago and redeployed back in Canada because of valuation and to bring the money back home.


Price: $9.390
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 COMMENT Encana Corp
ECA-T
Bruce Campbell (1)

Gas has not mattered in this energy decline. In selling and buying assets, they are somewhat back into oil now, even though they are still more gassy than they are oily. The forward curve is not going to be very good for this company in the next few years.


Price: $9.670
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Unknown
2015-07-27 BUY Element Financial
EFN-T
Bruce Campbell (1)

Likes this company. This is going to benefit from the currency. They have announced the GE acquisition. If they keep that multiple, he sees $23-$24 a year out. Rumoured on a couple of more acquisitions. They pre-financed the last one. He would like them to slow down a little. The fall would be fine. This is growthy in the non-bank financials, which is pretty unique.


Price: $18.800
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 COMMENT Enbridge
ENB-T
Bruce Campbell (1)

His favourite pipeline. It is going to have the best growth in the next 6-8 years, without any further pipeline approval. This is going to show 10%-12% earnings growth, and have pledged to grow the dividend by that amount. If you are going to hold one of these and collect your dividends, this is the one he would pick.


Price: $54.860
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 BUY SPDR Gold ETF
GLD-N
Larry Berman CFA, CMT, CTA

He has a 25% position in gold in his trading portfolio.  He uses an ETF that is currency edged.  There is potential for a bounce here.  He does not think China will bring down the gold market.  Gold stocks will bounce more than bullion when it recovers.


Price: $104.860
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2015-07-27 PAST TOP PICK Granite REIT
GRT.UN-T
Derek Warren

(Top Pick Jul 15/14, Up 6.40%)  They are now looking at a strategic review.  He likes that you have a monetization event. 


Price: $39.660
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 BUY American Hotel Income Properties
HOT.UN-T
Derek Warren

He likes this name.  They just announced an equity deal to increase their rail holdings.  All US hotels.  Over 40% are anchored by the rail companies.  He thinks they came to the market a little bit too much.  8.9% yield.


Price: $10.120
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 TOP PICK InterRent REIT
IIP.UN-T
Derek Warren

He likes that it is exposure to Ontario, which is a hot market.  You are seeing visibility of low cap rates and developments that will come online.  This will continue to provide income.  The returns will be a little more stabilized than the last few years.


Price: $6.200
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 DON'T BUY InnVest Reit
INN.UN-T
Derek Warren

It is the only viable way to play the hotel sector in Canada.  The lower Canadian dollar should bring more tourists back into the country.  He finds it too expensive at this level, however. 


Price: $4.940
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 WEAK BUY Inovalis REIT
INO.UN-T
Derek Warren

It is too small for him.  You can invest in Paris and Germany without opening accounts.  There has been some pushback from fears that the French economy is stalling somewhat.  The portfolio is very good quality, however.  It is part of a much larger group of companies.


Price: $9.070
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 HOLD Inter Pipeline
IPL-T
Bruce Campbell (1)

Even though this is a service pipe company it is oil related. It is weak, but not as weak as the pure producers. Of the pipelines, this one is very oily, which is a negative right now. Dividend is safe. You could probably buy this cheaper a month from now.


Price: $26.120
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 BUY Manulife Financial
MFC-T
Bruce Campbell (1)

Has pulled back in the last little while. Raised the dividend once and has pretty good earnings growth, particularly from Asia. It is a net beneficiary of higher rates. Given the multiple and the growth, he thinks this is a $25 stock in one year. With the dividend, that would put you in double-digit returns.


Price: $22.400
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 TOP PICK Merus Labs International
MSL-T
Bruce Campbell (1)

Cashed up. A junior Valeant (VRX-T) or Concordia (CXR-T) with higher growth and a much cheaper valuation. Filed a shelf registration for $250 million in equity. Also, listed in New York (MSLI-N), so they can file the shelf. The market thinks that means there is an acquisition coming soon. Upon an acquisition, he sees $4 if they do what he thinks they are going to do. New CEO made a really good impression on Bay Street in the last little round. Very possible that you could make 33% in 6 months.


Price: $2.930
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 COMMENT Milestone Apartment REIT
MST.UN-T
Bruce Campbell (1)

A REIT that just has apartment properties in the southern US. It looks really interesting. 5% yield. Looks cheap. Looking very closely at this.


Price: $13.250
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 WATCH Northern Property REIT
NPR.UN-T
Derek Warren

They are seeing 15%+ vacancies in the oil patch.  It is a very well run and a very well financed company.  Watch for a commodity bottom.


Price: $21.350
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 COMMENT Precision Drilling
PD-T
Bruce Campbell (1)

A little bit early, but not a lot if you have a long enough view. You want the drillers. They tend to get hit more, they react quicker, and have bottomed in rig count. This is pretty well managed and would probably be okay.


Price: $6.150
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 PAST TOP PICK Paramount Resources
POU-T
Bruce Campbell (1)

(A Top Pick July 21/14. Down 64.63%.) Gas and there is a lot of growth coming. They are going to double production growth. Sold most of his energy, but decided to hold a couple, including this one. The next couple of quarters are going to be quite good. This is Shorted out of the US. We are having stabilization now and it is probably time to add to it now.


Price: $19.660
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: Yes
2015-07-27 BUY Power Corp
POW-T
Bruce Campbell (1)

(Market Call Minute.) Have pulled back inexplicitly, so this would be a good Buy.


Price: $29.900
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 BUY on WEAKNESS RioCan Real Estate Investment
REI.UN-T
Derek Warren

Will be a beneficiary of momentum.  You are making a REIT call.  This down turn is a buying opportunity.  They have the ability to continue to grow cash flow.


Price: $25.910
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 DON'T BUY Retrocom Mid-Market REIT
RMM.UN-T
Derek Warren

The stock is undervalued.  It was a good thing that they cut the dividend.  It is in tertiary markets and some require significant amounts of capital to turn them around.


Price: $3.190
Subject: REIT's
Bias: OPTIMISTIC
Owned: Unknown
2015-07-27 TOP PICK Pure Multi-Family REIT LP
RUF.U-X
Derek Warren

Garden style apartments in Texas.  An excellent portfolio and you are buying these apartments at a discount.  You also get the benefit of the weaker Canadian dollar.


Price: $4.990
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 COMMENT Russel Metals
RUS-T
Bruce Campbell (1)

About a 3rd in the US and 2/3 Canada. Pays a good dividend. Dropped 8% today. At this level, he might even look at this. It is a cyclical, but they have managed well. Good balance sheet. Now that it is under $20, he is going to have a look at it.


Price: $19.450
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 DON'T BUY Sherritt International Corp.
S-T
Bruce Campbell (1)

This, with a $10 Book Value, has something like an $8-$9 asset value. The stock is cheap. This is nickel which has been getting hit, oil and gas which has been getting hit and it is coal which is getting hit. It is completely out of favour. Have had cost overruns in Madagascar, but are getting closer to getting it fixed. There are better places to be.


Price: $1.350
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
2015-07-27 HOLD Summit Real Estate Investment
SMU.UN-T
Derek Warren

He likes the industrial market.  The dividend is safe at 8.5%


Price: $5.900
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 DON'T BUY Slate Retail REIT
SRT.UN-T
Derek Warren

This is a cross boarder REIT.  He does not like the governance.  He does not like some of the things that have been done to the pricing.  What he likes is that the original portfolios that were bought very well.  If they wished to privatize the company they could do so easily.  This is grocery anchored strips.


Price: $13.750
Subject: REIT's
Bias: OPTIMISTIC
Owned: No
2015-07-27 BUY Smart REIT
SRU.UN-T
Derek Warren

He likes that you have a Wal-Mart anchored portfolio of properties that is 99% occupied.  You also have a development arm.  A core holding.


Price: $29.420
Subject: REIT's
Bias: OPTIMISTIC
Owned: Yes
2015-07-27 BUY on WEAKNESS Suncor Energy Inc
SU-T
Larry Berman CFA, CMT, CTA

2/3rds of revenue comes from gas sales and refining.  These profits have never been better.  Drilling and oil sands are what is not doing well.  You want to be buying at about $28-31.  We are near the bottom of the range.


Price: $32.720
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2015-07-27 DON'T BUY Teck Resources Ltd. (B)
TCK.B-T
Bruce Campbell (1)

Doesn’t like the mix yet. With China acting like it is, and if iron ore gets hit further, it could go down to $3 again.


Price: $8.820
Subject: CANADIAN LARGE
Bias: CAUTIOUS
Owned: No
Showing 1 to 60 of 142,447 entries
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