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

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-17 $0.000

Energy. Has limited exposure with about 8% weighting to oil. The oil companies he has exposure to, although senior, have been impacted to a degree, but are going to be the long-term beneficiaries of this episode. This is a classic cycle where things are good, people become overextended, debt to cash flows get extreme, banks turn their backs on exploration companies and the larger, more stable larger producers gobble them up at cheaper prices. He expects that this will happen again. Although he has an 8% exposure to oil, he also has some beneficiaries in the retail space that will benefit from this type of situation. This spurs spending at all levels of the economic strata, but it also increases confidence. That not only increases the multiplier effect of dollars being spent, but the velocity of those dollars being spent.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-17 $0.000

Gordon Reid’s website articles. Everybody is welcome to read these articles on such things as estate taxes, T11 35 requirements if you hold foreign assets, wills and will estate allocations, market timing, simple math on bonds and how they actually work, etc. He also asks for ideas from anybody on an article and what they would like to see. You can email him at info@goodreid.com.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
HOLD AAPL-Q Apple Market Call (BNN TV) 2014-12-17 $0.000

Continues to think this is a good company. Changed considerably from when he 1st purchased 7-8 years ago. The iPhone 6 is their newest product, but there are other things coming down the pipe, including the Apple watch, which he thinks will get more attention as it is launched. Also ApplePay, which could redefine this company in the next 3-5 years. Trades at a very reasonable multiple of about 15X earnings. Ex-cash it would be considerably less than that. Still have about $150 billion cash globally. Since Steve Jobs, their capital allocation policy has changed dramatically and now they pay a very fine dividend as well as buying back a lot of stock. They buy back about 6% of the float per year. In China now and have just scratched the surface on their deal with China Mobile.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK BA-N Boeing Market Call (BNN TV) 2014-12-17 $0.000

Traded down a little on the oil story. This is kind of illogical. The thesis is that with lower oil prices, the drive for new fuel efficient airplanes will be lessened, which doesn’t make a lot of sense to him. It is the competitive landscape that matters. One airline against another as beneficial margins and competitive margins lead to pricing decisions. They have a $375 billion backlog, which is pretty much clear sailing through the end of the decade in terms of their delivery schedule. Thinks you could probably see a mid-teens type long-term growth. Dividend yield of 2.95%.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
PAST TOP PICK CLH-N Clean Harbors Market Call (BNN TV) 2014-12-17 $0.000

(A Top Pick Jan 2/14. Down 18.89%.) A solid company, but the valuation has been depressed because of its relationship to oil and gas. This is a services company that owns Safety-Kleen, and they take care of hazardous materials for the oil/gas industry. Feels that longer-term it has an opportunity to recover, when spending recovers in the oil patch. If he feels that it will recover in a short term he will probably stay with it, but if it is going to be mired in the whole energy issue longer term, he might move on.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT ESV-N Ensco PLC Market Call (BNN TV) 2014-12-17 $0.000

Has fallen quite a bit. Longer-term, this as an opportunity to not only recover, but to move up in terms of price. They are a deepwater driller. They have contracted 63% of their deepwater rigs for the next 18 months. The risk is going to be the day rates going forward. If oil stays down at these levels, there is no question that day rates will suffer. 10.3% dividend is high. They probably have the financial capability to pay it, but in this type of environment, a lot of companies would view it as quite responsible to draw back and to cut the dividend somewhat, in order to husband the cash. Feels this stock is okay.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT GE-N General Electric Market Call (BNN TV) 2014-12-17 $0.000

Dividend is definitely safe. They pride themselves on stability and long-term benefits to shareholders and shareholder value. Have some exposure to Russia, but not extreme and isn’t something that should be factored in. Their oil exposure is something you have to take into account. Have been acquirers of oil properties and oil expertiseover the last several years. In divesting other areas of their business, oil has taken on a larger percentage of their business.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
SELL GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2014-12-17 $0.000

He has concerns. This company is often recommended, but he feels the stock price has been largely built on Solvaldi, a hepatitis C drug, which has been incredibly successful, but they have built their financial fortune on the fact that they sell it for $1000 a day in the US. There are competing products coming to market. One is through AbbVie (ABBV-N) and one through Merck (MRK-N). He fears the competitive landscape will change and, although Solvaldi will continue to be an effective drug, it will not get anywhere near the $1000 a day, which will be a big financial headache for the company. If you own, he would recommend that you take profits.

Gordon Reid US EQUITIES OPTIMISTIC No View
BUY GOOGL-Q Google Market Call (BNN TV) 2014-12-17 $0.000

Hasn’t really done very much over the last year. Expectations on the street were fairly high. This company doesn’t give guidance. They are quite independent that way. However he likes that because he sees a lot of companies giving guidance. If they miss by just a hair, the street reacts very violently; this encourages people to micromanage over short periods. These are long-term assets and have to be viewed that way. Thinks that in 2015 this company is going to do good things. Earnings are probably going to rise in the mid to high 20%s, revenues probably in the 18% range. Trading at less than 20X earnings.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
PAST TOP PICK GS-N Goldman Sachs Market Call (BNN TV) 2014-12-17 $0.000

(A Top Pick Jan 2/14. Up 6.07%.) Trading right around Book, so it is slowly coming back. Have moved their ROE from mid-single digits into low double digits, so he thinks they have opportunity for expansion of their multiple. It also has its opportunity for organic growth.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK HXL-N Hexcel Corp Market Call (BNN TV) 2014-12-17 $0.000

A derivative play and they are in the structural materials business. They do the carbon fibre material, and two thirds of their business is with Boeing and Airbus. Between the 2 they have over $1 trillion of airplanes that have been ordered and on the block to be assembled. This company makes about $5 million an airplane, and there are thousands and thousands of them that will be produced over the next decade. Trading at a very reasonable multiple and has a good growth rate of around 15% per year. A fine cash flow company with a cash flow of about 7.5% yield.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT IBM-N IBM Market Call (BNN TV) 2014-12-17 $0.000

Gained a tremendous amount of benefit from a long 4-5 years of cost-cutting, and it was well orchestrated. They clearly articulated how they were going to cut costs to the benefit of the bottom line, and they did that. He has been very cautious on this for a number of years because you can only cut costs so much, before you start to cut to the bone and affect your ability to produce revenue. Revenue has really only grown low single digits for a very long time. The market was paying a multiple much higher than that for growth that had much more sustainability.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
DON'T BUY JNJ-N Johnson & Johnson Market Call (BNN TV) 2014-12-17 $0.000

Made up of 3 major components, the consumer division, the medical device division and pharmaceutical. Trading at about 18X earnings right now, and 2 of the divisions, consumer side and diagnostics, are not doing that well. The pharmaceutical side is the only one that is really doing well. A little too expensive for him. You have to be very pointed in how you buy these companies. Although health companies are good companies, they have outgrown their earnings in terms of valuations. A lot of that was in search of yield.

Gordon Reid US EQUITIES OPTIMISTIC No View
TOP PICK LEA-N Lear Corp. Market Call (BNN TV) 2014-12-17 $0.000

Primarily automotive seating or interior work. Basically provides to all the major producers around the world. The run rate in North America is around 17 million units. Over 20 million units in Europe and over 21 million in Asia. Trading at a very modest multiple of around 10X earnings and has good growth ahead of it. Dividend yield of 0.87%.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT LYB-N LyondellBasell Industries Market Call (BNN TV) 2014-12-17 $0.000

Stock has fallen precipitously. US producers have lost their competitive advantage to Europeans, because ethylene prices have fallen much faster in Europe than in the US. This has created a disadvantage to American producers. However, that can be built back very quickly. These things are very fluid and it depends on the movement and relationship between WTI and Brent, the crack spreads, etc. There is an opportunity here, but remember that it is all based on what your view is on energy prices.

Gordon Reid US EQUITIES OPTIMISTIC No View
COMMENT QCOM-Q Qualcomm Market Call (BNN TV) 2014-12-17 $0.000

Having trouble, not only with the Chinese license situation, but also with the Chinese government which is saying they have a monopoly. They are trying to weaken them. It’s a natural thing for governments to do. This is something that you just have to build into the normal course. Usually they negotiate their way out of these situations and it costs them some money, but long-term, the benefit of this company is that they do have a stranglehold on the chipset market for the smart phone market. This market, for the next 5-10 years, is expected to grow 15%-17% per year. A good story. The future is a little cloudy and this is why he diversifies.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
PAST TOP PICK RYL-N Ryland Group Market Call (BNN TV) 2014-12-17 $0.000

(A Top Pick Jan 2/14. Down 15.56%.) He was early on this. Homebuilding and how the homebuilders did was very lumpy in 2014. We haven’t seen as much of a release in terms of credit as he thought we would. Homebuilders are still really tied up because it is really tough to qualify for a mortgage. It is still at only 1 million homes being formed in the US. Just to keep up with organic growth of population, we need 1.5 million. He is content to stay here and thinks he will be rewarded.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
DON'T BUY UPS-N United Parcel Services Market Call (BNN TV) 2014-12-17 $0.000

There are differences between this and FedEx (FDX-N). This company is more of a ground/domestic provider. FedEx is very much skewed to airfreight. They said this morning that earnings were “bad”, but thinks that what really happens in a situation like this is that expectations are built in to a level, and if they fail to hit those expectations, they are characterized as “bad”. They had good growth and this is a good company. He tends not to buy these types of companies as they move into their sweet spot of the seasonal delivery time, because that is when they get the most attention and the premium build. He would tend to stay away from companies like this at this time. FedEx is probably the company he would go to, but not at this time.

Gordon Reid US EQUITIES OPTIMISTIC No View
HOLD UTX-N United Technologies Market Call (BNN TV) 2014-12-17 $0.000

A broad industrial. In the aerospace industry through Goodrich, which they bought 2-3 years ago. They own Pratt and Whitney and Sikorsky Helicopter. On the industrial side, they own Otis elevators and Lennox. This year hasn’t been great for them. Their CEO abruptly resigned. The other thing is China growth, which is causing him to look at this a little more closely. China is a big market for Otis and Lennox, and he is looking carefully to see if that growth is slowing and likely to continue to slow. A good core holding, but not a screaming buy.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT VZ-N Verizon Communications Market Call (BNN TV) 2014-12-17 $0.000

This is a company that interests him somewhat. Likes that they bought out Vodafone’s portion of the wireless business. It was $130 billion acquisition, and immediately accretive. Not an expensive stock and pays a very fine dividend. (N.B. Dividends from US corporations are treated something like interest income and are fully taxable.) The most recent news was kind of disturbing in that they were having margin problems and troubles from a competitive standpoint in maintaining their pricing model.

Gordon Reid US EQUITIES OPTIMISTIC No View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2014-12-17 $0.000

Looked at this a while ago and came away thinking it is a company that is likely to do a little better into the future, but with the recent spike in price, that is probably priced in. This is a beneficiary of lower oil prices as it would lead people to spend some of their savings. The thing he has always worried about is that a very large percentage of their sales are based on groceries, a very low margin and tough business.

Gordon Reid US EQUITIES OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-16 $0.020

Markets.  He is not resource heavy and on purpose.  You don’t control the price of your product in those businesses.  Prefers to keep volatility of portfolios low.  He owns some oil-related stocks.  He has been worried about a global economic slowdown for many years, but did not see the oil glut coming.  Oil is the ultimate self-correcting commodity.  Spigots get turned off and have to be turned on very quickly.  This is temporary situation and will come roaring back.  It will take some time to stabilize over the next 6 months to a year.  Investors need to take extra risks.  There are some bargains.  You have to look at companies with temporary problems.  Dividends are very important as we will stay in a low interest rate environment. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-16 $0.020

Dividend paying equities.  Everyone is different.  It depends on your age.  No extra ordinary returns in bonds.  Occasional bargains.  There are some opportunities in energy royalty finds. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-16 $0.020

Canadian Dollar.  It has gotten hammered along with oil prices.  It moves with oil short term and in the long term with interest rate differentials.  Thinks it is bottoming out with oil here.  Don’t sell Canadian $ and buy US$ at these levels.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-16 $0.020

Markets. The magnitude of the change in oil is not the big issue. The issue is the speed at which it happened. It is not difficult just for investors, but also for the big companies with their capital budgets, currency forecasts. It has all changed so quickly and so fast that it causes a lot of dislocation and a lot of anxiety. As a result you get a lot of volatility in the market. We don’t know exactly how this is all going to unravel. Everybody’s exposure to Russia is much less than it was in 1998. However, ramifications of what happens in Russia can spill over into the European banks, and you never know what connections that has to Brazilian enterprise, whether or not a company has to make a margin call and do it from a healthy enterprise in Brazil to a very unhealthy enterprise in Russia. This is a very scary time for investors and they have to be looking at their portfolios and figuring out how to prepare for it. He understands that US banks’ exposure to Russia is less than a half a percent. We will probably wake up to something Putin has announced in the middle of the night and it will be something pretty dramatic. Investors need to build some themes and the need to take a look at them. He looked back and figured that China was not a big capital building economy anymore, it was turning into a consumer driven and export driven economy. He then figured that it did not look all that promising for oil, iron ore, etc. Because of that, whenever he was constructing a portfolio, he was keeping it a little bit lighter on commodities and cyclicals, especially in Canada.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-16 $0.020

Banks. Canadian banks have pulled back recently because earnings were a little less than exciting. As a Canadian investor, you have to be really leery of somebody on television telling you to get rid of your Canadian banks. Royal (RY-T), Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T) are really good core holdings. If interest rates go up, although he doesn’t think they’re going to go up a lot, this would be very good for Canadian banks. However, Canadian banks have a lot more exposure to the domestic Canadian economy. CIBC (CM-T) is the most exposed and TD and Scotia would be the least exposed. US banks, in relation to Canadian banks are going to look more attractive right now. It doesn’t matter what you do, money will probably leave Canadian banks, because a lot of US investors have been hiding in Canadian banks, and they are probably going to flow out into some of the US names.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-16 $0.020

Canadian-based ETF’s that follow the US S&P 500? Believes the S&P 500 will outperform the TSX, and has been his view for some time. As investors, we are really fortunate with the competition that has occurred in the space. You have to decide whether you want to be exposed in Cdn$’s or US$’s. He would argue that you should split your money into hedged and unhedged. Believes the Vanguard S&P 500 might be the cheapest.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-12-16 $39.960

Stock price has done extremely well, but has probably got a little ahead of itself. Everybody is now asking about their exposure to Western Canada. It is quite a bit. Feels the recent fall is because it rose too fast and too quickly. Probably trading at a pretty fair valuation now. He likes what they are doing, but keep in mind that any of these consolidation plays eventually run out of steam and don’t always end well. The trend of a family owned dealership looking for an exit strategy, probably has another good 5 or 6 years. Definitely interested in getting back into this when he has cash available to do so.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
DON'T BUY AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-12-16 $8.150

Cut their dividend by about 70%, which was a big surprise; because that was the only thing investors seemed to have with this company. If you own, you are left with a company that is in decline, its assets (net sales) he believes are in decline. Fundamentals and price trends have not been attractive to him. He would not be interested in buying this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY CCA-T Cogeco Cable Market Call (BNN TV) 2014-12-16 $69.730

Playing catch up.  Multiples on cable TV in the US are higher and it is following suit.  They feel they can make same tuck in acquisitions now. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
BUY CF-T Canaccord Financial Inc Market Call (BNN TV) 2014-12-16 $6.970

This stock is highly correlated to the stock market.  Trading below book value right now.  Now is probably a pretty good time to buy.  It is very dependent on the market.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
HOLD CGX-T Cineplex Inc Market Call (BNN TV) 2014-12-16 $44.040

Big dividend and it moves around with the movie slates.  Not a cheap stock.  Well managed company.  Upside is limited as it is hard for them to grow much more.  Hold it for the dividend.  You can`t charge much more for popcorn. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-12-16 $32.520

There has not been a lot of money made on this name in the last 18 years. You have to be really careful with this. He is not interested in owning anything in the space at this time.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY on WEAKNESS CNR-T Canadian National R.R. Market Call (BNN TV) 2014-12-16 $76.590

Less exposure to oil than CP-T.  It never quite gets cheap enough for his metrics.  There will be some volatility now.  Buy about $70.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC No View
TOP PICK CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-12-16 $76.590

This is trading off in sympathy with what is happening in oil. This is a great derivative play. What he finds interesting is that crude by rail and fracing sand shipments are about 9% of their business. They do a lot of merchandise, a lot of international intermodal with the best operating margins at about 37%. Yield of 1.31%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
DON'T BUY COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2014-12-16 $8.990

There are hundreds of stocks in the US and hundreds in Canada that are much more attractive. This has been an ongoing, very capital intensive enterprise where every year feels like it is going to be its year. Has been a real frustrating name to own. He would not be interested.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK CTRX-Q Catamaran Corp. Market Call Tonight (BNN TV) 2014-12-16 $48.720

(A Top Pick Dec 17/13. Up 6.52%.) This really consolidated in the last 1-1.5 years and finally had a nice run up from October. The whole healthcare space was in question and had had some issues with some of the big contracts that they had had. Still likes.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
PAST TOP PICK DCI-T DirectCash Payments Inc Market Call (BNN TV) 2014-12-16 $18.180

(Top Pick Jan 21/14, Up 0.82%) A bad report last year turned out to be unfounded.  The dividend has been increased recently.  Phenomenal job of making acquisitions internationally.  They are good at driving down their costs and getting their margins per ATM machine up.  One of the safest stocks.  Over 8% dividend.  50% payout ratio.  Great recurring revenue stream. 

$20s Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
PAST TOP PICK DSY-FP Dassault Systemes Market Call Tonight (BNN TV) 2014-12-16 $0.000

(A Top Pick Dec 17/13. Up 1.83%.) Thinks he made about 15% in the early trade.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY FP-T FP Newspapers Inc Market Call (BNN TV) 2014-12-16 $2.850

He has a big position.  Very well managed.  It is News Papers so they are under pressure for advertising revenues.  The dividend is very sustainable now.  Yield is 12% and they should be able to sustain that for years. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
BUY GCG.A-T Guardian Capital Group Market Call (BNN TV) 2014-12-16 $17.250

Top Pick in August.  One of the cheapest stocks out there, but not that liquid.  Well managed business, dirt cheap.  Fastest growing asset manager.  Hold for the long term.

Low $20s Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
HOLD GIB.A-T CGI Group (A) Market Call (BNN TV) 2014-12-16 $41.110

There were accounting issues for a while, then the European acquisition where they took a lot of write downs.  Well managed.  Watch the lack of organic growth.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
BUY GOOGL-Q Google Market Call Tonight (BNN TV) 2014-12-16 $498.160

European regulators are worried about how much market share they have in “search” (60% market share globally). You also have a lot of issues with investors regarding their spending a lot of money on wearables, self driving cars, etc. Keep in mind that they have been growing at 20% a year now for 4 years, and are still anticipated to grow at 20% again next year. Trading at 17X earnings, which is a real deal when compared to the market which is trading at 16X earnings, and trading at a much slower rate. He really likes this company. A lot of trends are going to work in their favour. He plans on re-entering this name whenever he gets some cash.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY LGT.B-T Logistec Corp Market Call (BNN TV) 2014-12-16 $38.560

One of his oldest holdings.  One of his best performers and biggest overall position.  Marine cargo handling in eastern North America and an environmental business to line water pipes without ripping up a whole city street.  Doing a huge expansion of their Montreal port.  Sees very good growth ahead.  It is fairly illiquid. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
COMMENT LNKD-N LinkedIn Corporation Market Call Tonight (BNN TV) 2014-12-16 $215.570

Thinks this is something that he would want to own. It is pretty much flat year to date. They are sitting on a large amount of cash, which is a new thing for a lot of these Internet names. Who knows if maybe they’ll start returning some of that cash to shareholders and/or start paying dividends.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK LVMUY-(OTC) LVMH Moet Hennessy Louis Vuitton SA Market Call Tonight (BNN TV) 2014-12-16 $0.000

(A Top Pick Dec 17/13. Down 5.02%.) The idea was that with the high-end consumer, the company would be able to name their price on articles, our European recovery. Didn’t make any money on this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
HOLD MCD-N McDonalds Market Call Tonight (BNN TV) 2014-12-16 $88.720

Raised its dividend 25 years straight. Have always been about to reinvent themselves. The idea of a better, healthier, nutritional, organic locally sourced type of environment is really challenging right now. The dividend yield is the parachute that keeps him in this stock. He just heard that there might be an activist investor coming along to get this moving. Don’t give up on it.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
TOP PICK NAL-T Newalta Corp Market Call (BNN TV) 2014-12-16 $15.480

Oil and Gas.  One of the biggest recyclers of waste in the business.  They clean up tailing ponds.  Very little business is tied to the price of oil.  Stock is really beaten up.  Good short term upside. To the $19s.

$20s 1 year Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
BUY NLN-T Neulion Market Call (BNN TV) 2014-12-16 $1.220

Was a top pick and is a top holding right now.  He is not selling any time soon, based on NHL deal with Rogers.  Don’t worry about the volatility, just watch the quarterly results.  It could be a takeout candidate in the next few years.  They have the market locked up and have a recurring revenue stream.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
BUY on WEAKNESS PKI-T Parkland Fuel Corp Market Call (BNN TV) 2014-12-16 $20.950

Just met with management.  They are not that affected by oil prices.  Just made a huge acquisition of gas stations and convenience stores.  He finds it expensive at these levels.  He would look at it on a correction only.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
TOP PICK PLC-X Park Lawn Income Trust Market Call (BNN TV) 2014-12-16 $12.300

Only publicly traded company in this industry.  40 years capacity in cemeteries.  Great dividend yield.  Great way to play demographics.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
PAST TOP PICK PLZ.UN-T Plaza Retail REIT Market Call (BNN TV) 2014-12-16 $4.030

(Top Pick Jan 21/14, Down 4.4%) Just converted to a REIT and then made a big acquisition.  No external management firm.  Management is focused on AFFO per share.  Raised dividend 12 consecutive years in a row.  25% of occupancy is Shoppers Drug Mart.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
STRONG BUY PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2014-12-16 $37.760

Large holding for him.  It got way ahead of itself.  Big dividend.  Huge number of secure projects in the `pipeline`.  It got pounded with the oil price and yet it should not have had that much of an impact.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
BUY QHR-X QHR Corp. Market Call (BNN TV) 2014-12-16 $1.230

Medical records developer.  These guys are the leader.  There are few players besides TELUS and Nightingale.  Very profitable and good cash flow.  The cheapest software company out there.  9 times forward earnings.  It is volatile because it is a low priced stock.  He accumulates and it is a big position.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
BUY SAT-X Asian Television Network International Market Call (BNN TV) 2014-12-16 $2.490

This was a top pick on BNN previously when he was on.  This is the largest ethnic broadcaster in Canada.  He really likes the recent quarterly results.  Advertising revenues are trending up and costs are being contained down.  Very well managed company and very profitable.  A long-term hold for him.

Double in 5 yeras Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
TOP PICK SBUX-Q Starbucks Market Call Tonight (BNN TV) 2014-12-16 $79.130

Hasn’t been a spectacular performer this year, but is moving into food and wine with a big movement into China and eventually into India. Have great metrics and great earnings. Yield of 1.62%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
SELL SW-T Sierra Wireless Market Call (BNN TV) 2014-12-16 $48.170

Great business, but very expensive stock.  You don’t want to chase these things.  Wait for a pullback here if you want to get in, otherwise take the money and run.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
DON'T BUY TRZ.B-T Transat A.T. Inc (B) Market Call (BNN TV) 2014-12-16 $7.660

A tough business, specific destinations.  It is a low margin business.  The only good thing for them is low fuel costs.  He would not invest in it. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC No View
TOP PICK TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2014-12-16 $197.810

A name that most serious investors don’t take seriously. Thinks we will look back at this and wonder why we haven’t been accumulating for the future. Extremely innovative. Thinks this is going to be like the iPod was 6-7 years ago. He is accumulating this on the margin. There is no perfect time to be buying this. Take very small baby steps with a maximum weighting of about 2.5%, (maybe 1%, 1% followed by 0.5%) and see how it goes over the next couple of months.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT WB-T Whistler Blackcomb Holdings Market Call Tonight (BNN TV) 2014-12-16 $20.500

Has a really good yield of 4.8%. Going through a Renaissance on a number of levels such as the pickup in the global economy. Early indications are that the growth in their season pass is only about 5% right now. A good name.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
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