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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) 2014-09-19 $0.020

Markets. Feels people are looking for something that is truly hedged. Believes you should be in the cyclical names, and the defensive “short” should be the classical defensive names, because he believes we are seeing a pretty powerful economic slate of data out of the US. That is where you ultimately want your portfolio to be slanted.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-19 $0.020

Energy Services. In Canada this would be mainly gas services, which is a little different than global oil services, which is increasingly offshore. Gas does well historically from October to March, and he would start in advance in some of these names such as Trinidad Drilling (TRI-T), Precision Drilling (PD-T) and Arctic Services (?).

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-19 $0.020

Markets. There was a sigh of relief from Scotland last night, the European markets were up, emerging markets were up, the US wasn’t too bad, but he thinks international investors just headed for the exits because of the high US$, which means lower commodity prices. However, there was also weakness in the banks, healthcare, consumer staples, which tells him it was a “risk off” trade that was unique to Canada today. Their real culprit of today’s move is that Europe is weak. This means the euro has to come down, which means the US$ is probably going higher, which will continue to pressure commodities. He is expecting more volatility. We are still in a Bull market, but there is more noise.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-19 $0.020

Which Canadian bank would you recommend? Likes Bank of Nova Scotia (BNS-T) for its properties and international exposure. Has paused here a little. Capital levels are really good and they can make accretive acquisitions. The Royal (RY-T) is still sensitive to the market that we are in. Toronto Dominion (TD-T) is good. Commerce’s (CM-T) growth rate isn’t as good but they have really good capital ratios so they can make accretive acquisitions. Likes the whole banking group. A good place to put money.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN _N/A View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2014-09-19 $100.960

If you own, you’ve had a good run and would be probably wise to trim a little bit. However, overall, looking at the technology space, this looks really good. They do 2 things primarily. Produces consumers’ products, but also has the operating system which you can use across your iPad, iPhone, etc. Thinks they have a lot of leverage that they are starting to pull. Valuation is not ridiculous and they have a lot of cash.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-09-19 $8.980

(A Past Pick Oct 2/13. Up 45.38%.) He is restricted and can’t make any comments at this time.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
HOLD ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-09-19 $6.160

He is a little nervous on names like this. The potential is there. The reservoir looks attractive and reserves look attractive, but you have funding issues. It is not a producing mainstream player in the oil sands yet, so you take a huge amount of risk. At best this would be a Hold.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-09-19 $12.920

(Market Call Minute.) Probably not a bad place to be. Good job and a decent balance sheet.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY No View
BUY BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-09-19 $12.920

Trades at a discount to its peers, yet it has had some pretty good cash flow growth. Has a more focused asset concentration than it had as well as lower operating costs. Sees the payout ratio coming down. He models 122% for 2015, which is better than it was. Challenge here is lower natural gas prices.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-09-19 $43.160

This has been a very strong story over the last 10 years. More of a heavy oil story, which is looking pretty good. The differential between Western Canadian Select and WTI has narrowed and is likely to stay now because the infrastructure bottlenecks that were creating the spread have really narrowed. Very well managed and will continue to grow.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Yes View
BUY BX-N Blackstone Group LP Market Call (BNN TV) 2014-09-19 $33.170

Phenomenal company. You want to be in these private equity companies, and this is a preeminent name. They are hugely sensitive to the stock market. Economic data in the US is currently very strong. Private equity companies invest in the down market and raise money in the up-cycles and harvest in the up-cycles. An attractive company with a very strong pipeline. (See Top Picks.)

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Yes View
BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-09-19 $7.250

(Market Call Minute.) Has done a good job.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY No View
PAST TOP PICK C-N CitiGroup Market Call (BNN TV) 2014-09-19 $53.480

(A Top Pick Nov 7/13. Up 11.42%.) Loves this name. Has been disappointing for the 1st part of the year. Money center banks have been viewed as the perpetrators of the 2008-2009 financial collapse. Now the litigation risk is behind them they are starting to pay down debt and are raising capital. Also starting to return money to shareholders. Can see 100% of cash flow coming back to shareholders starting next March. Sees $65 in 12 months.

$65 in 12 months John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Yes View
HOLD CAT-N Caterpillar Market Call (BNN TV) 2014-09-19 $102.510

(Market Call Minute.) He is just not bullish on mining right now, which is a big part of their business.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-09-19 $44.070

Thinks the market is really ignoring that this company gets a lot of their effective pricing from Western Canada Select, which really hasn’t changed much. Differentials have narrowed, so the “spread under” has gone up. Thinks that on this next quarter, as long as oil doesn’t drop another $10, this should be a nice little earnings release. Ultimately they expect to have $5.5-$6.5 billion of free cash flow by 2018.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY on WEAKNESS CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-09-19 $226.270

Stock has gotten a little bit ahead of itself. Transports have been great on lower oil prices. He sees $8.90 per share in earnings for 2014 and sees it going to $16.10 in 2017, but based on his 7%-8% revenue growth assumptions and the OR continuing to fall. If these targets are right, this should be a $300 stock in 2016.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
BUY on WEAKNESS CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2014-09-19 $31.410

Thinks there is good long term value in this stock but their “steam to oil” ratio has been moving higher, which is not good. Expects this to peak in Q3 and fall to more normalized levels, which should help the stock. Ultimately he would be using weakness to be buying. Good balance sheet and debt to cash flow at about 1 times. Trades in line with its peers. Nice safe dividend.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
BUY D.UN-T Dream Office REIT Market Call Tonight (BNN TV) 2014-09-19 $27.960

Likes at this level. Pays an 8% distribution. Trading at about a 15% discount is estimated NAV. Payout ratio looks fine. Trending down at about 92%. Thinks that improved office market sentiment may be 6-9 months away.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY DEE-T Delphi Energy Corp. Market Call (BNN TV) 2014-09-19 $3.620

(Market Call Minute.) Small but has done a good job of growing their production.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY No View
PAST TOP PICK ECA-T Encana Corp Market Call (BNN TV) 2014-09-19 $23.790

(A Top Pick Nov 7/13. Up 27.84%.) This is the kind of gas play that most investors should have in their portfolio. They have focused on 5-6 core areas only. Capital discipline is very important for this company. PrairieSky (PSK-T) has really helped them put their balance sheet in order and they’re sitting on a lot of cash right now. Looks pretty solid right.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Yes View
BUY on WEAKNESS ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2014-09-19 $13.630

Company bought some accretive assets which he viewed as favourable. He can see them growing their EBITDA’s by 31% between now and 2015. Also sees their payout ratio coming down to 85% this year, 71% next year and 65% in 2016. He likes it and has been buying. Trades at a slight premium to the group, but given the less cyclical nature of their business, it should trade at a premium. Buy on an off day.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2014-09-19 $56.480

This is going to be impacted if yields go a lot higher The move has been really big. Trading at around 7% its 2015 estimated pre-cash yield. This is in line with TransCanad Pipeline (TRP-T). However it has 11%-12% earnings growth for years out. His target is $70.

$70 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
PAST TOP PICK ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2014-09-19 $20.390

(A Past Pick Oct 2/13. up 24.7%.) Just suspended the stock dividend program today. It was a sweetener.  Management has said this is going to help build shareholder value longer term, which he agrees with. It is going to alienate some shareholders. Sold half his position when the stock was around $26 and has now just sold the rest on the news. Expects more downside, but will probably go back in.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN No View
TOP PICK FE-N FirstEnergy Corp. Market Call (BNN TV) 2014-09-19 $34.620

SHORT. 60% of their capital structure (debt and equity) is debt, so that portion will be very sensitive as interest rates go up. He feels US interest rates are very likely to start going up early next year. In addition, 20% of their business is unregulated.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Yes View
PARTIAL BUY FRU-T Freehold Royalties Market Call (BNN TV) 2014-09-19 $23.610

At this point, this looks reasonably attractive. PrairieSky (PSK-T) really started putting pressure on management to be a little more acquisitive and show a little more growth. Because of this, he suspects they will be looking to buy more properties. A very conservatively managed company. He would slowly buy on this one.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
BUY on WEAKNESS FTT-T Finning Int Market Call Tonight (BNN TV) 2014-09-19 $32.360

Equipment makers aren’t the best place to be right now. However he still sees nice EBITDA growth of about 7% and he gets this from a little bit of revenue growth of about 5.5%, but really from improving operations and better margins. Sees their balance sheet strengthening quite a bit and sees their dividend growing nicely over the next couple of years, maybe about 13%. A good quality name. Buy on a pullback.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
TOP PICK GM-N General Motors Corporation Market Call (BNN TV) 2014-09-19 $33.940

Stock has been beaten up, so this is an attractive entry point. This is reflected in the valuations. Trading at 8.1X forward earnings. They have bungled some things, but you are seeing a strong pick up in growth. They are going towards more standardized footprints so they can produce multiple cars on the same chassis in different styles. Opel division in Europe has been a bit of a headwind, but their Cadillac is doing quite well in China.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Yes View
TOP PICK HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2014-09-19 $15.250

Sees this as a way for Canadian investors to benefit from improving US retail. 63% of their business mix is now levered to the US through Saks, Lord & Taylor and Off Fifth. He is modelling 43% revenue growth from merger synergies and higher margins over the next couple of years. The kicker here is that management has said they are going to do something with their real estate between now and next spring. There is a good chance of a growing retailer that is trading at a good level on a PEG ratio basis along with the real estate upside.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY HR.UN-T H&R Real Estate Inv Trust Market Call Tonight (BNN TV) 2014-09-19 $21.630

This is a bit of a bond proxy. A bit of a yield play because they have maturities on their rents that are so far out. Sees the nice 6% dividend supported by an 89% estimated 2015 payout ratio. Reasonable growth of 3.6%. 98% occupancy.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
TOP PICK IFC-T Intact Financial Market Call Tonight (BNN TV) 2014-09-19 $72.380

Property and casualty. Steady Eddie 46% earnings per share growth. This is a fragmented market and future acquisitions serve as embedded catalysts. If they can make an accretive acquisition, investors in the next 12 months will benefit.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
COMMENT IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2014-09-19 $38.950

A very high quality company. A low risk business model. Dividend is safe. Sees their cash flow growing over the next couple of years, in excess of 11%. He is modelling 7% dividend growth. However, one of the knocks against this name is that it doesn’t have a lot of visibility post 2016, once their Cold Lakes contract starts to dry up. Doesn’t know if he would be Buying right now. Would prefer Pembina (PPL-T) that has much more visible growth, or Enbridge (ENB-T) that has a lower valuation with an 11% growth as far out as the eye can see.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
HOLD KEY-T Keyera Corp Market Call (BNN TV) 2014-09-19 $94.790

Likes this one tremendously, however it has had such a phenomenal run. The positives are the Montne, Duvernay and the liquids rich production. They also kind of corner the condensate market. Given its great run, he would treat this as a Hold.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
TOP PICK KKR-N KKR & Co. LP Market Call (BNN TV) 2014-09-19 $22.550

This should be able to grow its investment portfolio by 18% over the next couple of years on an annualized basis. Raised money in 2006 in its Asian fund and is starting to harvest that. Very geared towards the overall market and the markets have done really well, particularly in the US. They are launching money now with a European fund. One of the things in Europe is buying distressed debt.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Yes View
HOLD LEG-T Legacy Oil and Gas Inc. Market Call (BNN TV) 2014-09-19 $6.440

In general this has been a pretty good name over time. You are dealing with a market that has been kind of fickle. Energy stocks across the board have come off 7%-9% in the last month or 2.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
COMMENT LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2014-09-19 $4.600

Thinks the dividend is safe. Total payout ratio that comes in for 2014 is under 100%. Sees them growing their cash flow at about 15% in the next couple of years. Debt to cash flow isn’t bad for a small company. This is levered to falling oil prices, but it is pretty liquid. Would Buy if you are a risk tolerant investor.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT LTS-T Lightstream Resources Market Call Tonight (BNN TV) 2014-09-19 $5.600

It completed its disposition program. Had to make asset sales, which it did on fairly favourable terms. As a result they reduced their production guidance for the year, but that was expected. Cheap relative to its peers. Debt to Cash Flow for 2015 is 2.9 times, which is still a little bit stretched. Thinks it is an oversold name. Would prefer Long Run Exploration (LRE-T).

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
BUY on WEAKNESS LW-T Leisureworld Senior Care Corp Market Call Tonight (BNN TV) 2014-09-19 $13.670

Likes this one. Sees this growing at about 14%. Dividend looks pretty good with the payout ratio of 70%. Cheap relative to some others. Probably fairly valued here because of its higher risk profile. He would Buy at around $13.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-09-19 $113.330

Really likes this. Stock dropped because of a Brazilian issue. When you have a stock specific reason, you could probably wait until the dust clears. He likes this because of the resurgence in the North American auto production.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
COMMENT NBD-T Norbord Inc. Market Call Tonight (BNN TV) 2014-09-19 $24.720

The latest US data for housing has been a little bit more positive. OSB prices are off the bottom. Housing starts were down by about 14%. Company has been executing well. Q2 beat on better pricing and shipments were up 10%. There is definitely pent up housing demand in the US and there is better employment. Company is only committed to keeping their dividend to the end of their fiscal 2014.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
BUY NPI-T Northland Power Inc Market Call Tonight (BNN TV) 2014-09-19 $16.970

Announced they were going to do a pretty big Buy, project Gemini, which is a lot to take on for a small company and the stock came down. As they started to execute and put their financing together, the stock had a nice rise. They then announced a wind farm project. This will be dilutive for them and will suppress the share price. All things being equal, he would be Buying down here because the same thing is going to happen again. These guys are very skilled at having projects come on time and on delivery.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
BUY PD-T Precision Drilling Market Call (BNN TV) 2014-09-19 $12.140

Doesn’t see much more downside. Now would be a good entry point. Prefers Trinidad Drilling (TRI-T) which has potential to move more. This company has very good rigs that can do more complicated drilling, including horizontal drilling.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
HOLD PGF-T Pengrowth Energy Market Call (BNN TV) 2014-09-19 $6.060

(Market Call Minute.) Generally doing things better than they have in the past. Sees this as a little more sleepy in the oil patch.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
COMMENT PKI-T Parkland Fuel Corp Market Call (BNN TV) 2014-09-19 $22.240

Likes the company. Thinks it is solid from a fundamental standpoint. Kind of in the defensive camp, where you are essentially holding it for the yield. Doesn’t see it taking off or doing exceptionally well over time. When we get into a rising interest rate environment, these more defensive names tend to underperform. Because of this, he would be cautious.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY No View
HOLD SGY-T Surge Energy Inc Market Call (BNN TV) 2014-09-19 $7.560

Had a very nice rally but he is of the view that it is now fully valued. What gives him pause is that it has grown over the last 2 years, in terms of its production and footprint, and is now kind of relying on consolidating the yield producers rather than focusing on the drill bit. The decline rate is roughly 24%.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
BUY SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2014-09-19 $7.560

Thinks cash flow growth is going to be 15% over the next couple of years. Sees their balance sheet debt to cash flow improving from 2.6 to about 1.4. Very strong production growth. Did 16,400 in Q2 and is expecting 21,400 exit rate for the end of this year. Sees their “all in effective” payout ratio at 96% for 2014. Insiders have been buying. This is one you should be accumulating on these pullbacks.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
DON'T BUY SLW-T Silver Wheaton Market Call (BNN TV) 2014-09-19 $23.580

Silver is weak and he expects gold to go down. Silver tends to be more volatile. This will go lower.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY No View
BUY SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-09-19 $41.990

Suncor (SU-T) or Canadian Natural Resources (CNQ-T) for the growth? These are both excellent choices. Thinks CNQ is slightly better. This one throws off huge free cash flow growth and you are going to have nice dividend growth as a result. A quality name and a good balance sheet. (See Top Picks.)

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
WAIT TBE-T Twin Butte Energy Market Call (BNN TV) 2014-09-19 $1.690

From a fundamental standpoint we are probably at an entry point. Energy tends to be a late cycle peak, so as the business cycle starts to turn up, one of the last things to move in general has been energy. Currently we do not have strong world GDP figures and growth, so you don’t want to be in energy in a meaningful way for a few months yet. Thinks there is more downside to go.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
PAST TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2014-09-19 $56.560

(A Top Pick Nov 7/13. Up 22.7%.) You can’t go wrong with Canadian banks. What differentiates this from other Canadian bank stocks is that they have such a large US presence. Have more US branches than Canadian ones. They are the #3 player in the tri-state area.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Yes View
DON'T BUY TLM-T Talisman Energy Market Call Tonight (BNN TV) 2014-09-19 $10.060

This is a tough one. You would think this would be a good Buy, but it isn’t. Debt to Cash Flow is 3X, which is way too high. Their 7.4 Enterprise Value to Adj. Cash Flow is still higher than others. Trying to clean up their North Sea assets to try to Sell.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
BUY TRI-T Thomson Reuters Corp Market Call (BNN TV) 2014-09-19 $40.330

A reasonably good entry point. Energy in the Canadian sector is off about 7% in the last 2 months. That reflects that the WTI, the North American benchmark, has weakened quite a bit. In general, the Canadian market is a gas market for drillers and you are coming into the historically strong period from October to March. This company has a relatively new fleet relative to most of its competition.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
BUY VET-T Vermilion Energy Inc Market Call (BNN TV) 2014-09-19 $66.050

(Market Call Minute.) Likes this. Corrib offshore Ireland field is coming on line next year, which should boost cash flow by about 25%.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
BUY VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2014-09-19 $66.050

Has broken its 200 day on a 2 year chart but on a 5 year chart is still bullish and is around 50 day. Sees cash flows growing at around 17% and a lot of upside potentially beyond that model with a lot of assets coming on stream next year out of Europe, the Caribbean and Ireland. Good dividend and low payout ratio. Good balance sheet. Trades at a slight premium t the group, but that has narrowed a lot. Very high quality name.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
PAST TOP PICK VGK-N Vangrd European E.T.F. Market Call Tonight (BNN TV) 2014-09-19 $57.440

(A Past Pick Oct 2/13. Up 8.55%.) The European thesis was good, but what wrecked it was Putin, which had the effect of hurting the German economy. Fears the ECB might be getting behind the curve again.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
HOLD VZ-N Verizon Communications Market Call (BNN TV) 2014-09-19 $50.350

His overall view on telecoms is that it is probably something you should lighten up on. Most of them don’t have a lot of upside.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
BUY WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-09-19 $16.660

The company has done everything right. They will make money even if oil goes to $80. Nice Debt to Cash Flow. Sees its all-in payout ratio being 96% for 2014. He would Buy on its current weakness.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Unknown View
COMMENT WJX-T Wajax Corp Market Call Tonight (BNN TV) 2014-09-19 $38.410

Has a payout ratio that he thinks will be at 90% of 2014 and 70% for 2015. Debt levels are becoming more reasonable. Backlog was up 12% year over year as of last quarter. They are reducing their spending, trying to boost their margins and are trying to grow organically. He has been Buying at $34-$35.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES UNKNOWN Yes View
DON'T BUY WZR-X WesternZagros Resources Ltd. Market Call (BNN TV) 2014-09-19 $0.800

(Market Call Minute.) Too much geopolitical risks and too small.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
DON'T BUY YRI-T Yamana Gold Inc. Market Call (BNN TV) 2014-09-19 $7.410

One of the better gold companies. If he were more bullish on gold as a commodity, he would be recommending this. However he is not bullish on gold.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH on US ECONOMY Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-18 $0.020

Markets.  He is a value investor.  Things are not as cheap as they were 2 or 3 years ago, but the economy has improved.  He has no problem finding plenty of cheap stocks to buy.  Feels good about the outlook for the economy going forwards.  There is a lot of pent up demand for housing and car sales with more people getting employment.  Corporate profits should go higher.  Political events are important, but not important when deciding whether to buy, say, Tim Horton’s, for example. 

Barry Schwartz NORTH AMERICAN - LARGE BULLISH _N/A View
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