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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 Berman's Call 2015-04-27 $0.020

Markets.  The breadth of the NASDAQ is lowering even though it made an all time high last week.  The Russell 2000 (mostly NASDAQ small cap stocks) was actually down on the day, which is not a positive sign.  OIH-N is bottoming, but because the glut in oil supply is not getting cleaned up any time soon, this bottoming process will take some time.  Maybe into next year it will come back down again as part of that bottom process.  Take some long term money and put it into the energy sector for 5 years and get a good dividend.  We are starting to see growth in Europe.  The biggest export in Greece is refined oil products.  He thinks this will be an interesting play.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-04-27 $0.020

Educational Segment.  Couch Potato Investor.  There is risk in buying and holding.  RAFI smart indexes have a great track record of forecasting forward based on what the inflation rate is, on bond yields and what a 60/40 balanced portfolio might look like as we move forward.  They are forecasting a 4% return in a balanced portfolio over the next 10 years.  They have a web site so people can follow this.  You have to look at risk and return together.  Higher returns are going to come in the future from emerging markets. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-27 $0.020

Markets.  The big story is that since the beginning of the year 14 countries have cut interest rates around the world.  There is very anemic global growth and deflationary worries around the world.  Interest rates should stay lower for longer.  He likes mid cap value and small cap stocks.  There are bargains out there, but they are increasingly hard to find.  He is keeping more than 5% cash on the books.  Over half of his stocks are benefiting from a higher US$.  This approach should pay him good dividends for the remainder of the year. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-27 $0.020

Markets. He is somewhat bullish for the next couple of years. The 2008-2009 session and its correction was so severe it could take up to a decade for the economy to get back to normal levels. This gives you 3 years to go in this bull market. There can be short term disruptions, either geopolitical or weak economic data, but looking out 3 years on how well the US will do and how Europeans might recover, this gives a pretty potent mix for higher markets.

Peter Brieger NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-27 $0.020

Energy. With the fracing and the additional non-OPEC supplies growing at quite a rate, oil is going to be in plentiful supply for over the next decade anyways, if not longer. That will be a tremendous plus for the economy. He expects the outlook for oil will be a little higher by the end of this year, but it is far too early to know how the impact of a number of influences will be on the price. Feels that $50-$75 is not a bad price range.

Peter Brieger NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-27 $0.020

US$. A 10 year US government bond is at about 196. If you are in Europe and looking at some alternatives there, you can buy a 10 year German government bond for 17 basis points. He doesn’t know who in the right mind lends any money to anybody at 17 basis points for 10 years. Clearly the US bond market is still attractive to foreigners. As that capital inflow is maintained, that is going to put upwards pressure on the dollar.

Peter Brieger NORTH AMERICAN - LARGE BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-27 $0.020

Gold. Had thought that inflation would be higher and that international finance would be rockier, and that gold would reflect those 2 things. If something happened to the price of oil, gold would go up.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Unknown View
BUY on WEAKNESS ABT-N Abbott Labs Market Call Tonight (BNN TV) 2015-04-27 $47.490

He would wait for some sort of correction. Likes this. It is a leader in its field.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
BUY ADW.A-T Andres Wines Market Call (BNN TV) 2015-04-27 $15.800

A core position, 6-7 times PE.  Not expensive.  It is well managed and growing.  Selling alcohol in the grocery stores should not hurt them.  It is a tremendous growth story.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
PAST TOP PICK AGF.B-T AGF Management (B) Market Call (BNN TV) 2015-04-27 $7.690

(Top Pick May 5/14, Down 34.25%) He got out.  He had thought they could turn the AGF assets around.  There are fairly large gross outflows from the mutual funds.  They had to cut the dividend.  It’s dead money for now.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS No View
TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2015-04-27 $125.640

(A Top Pick April 28/14. Up 24.05%.) (In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.) The long-term case is that populations in developing markets are going to increase demand for protein and other food stuffs. This company’s major product is nitrogen, which is something that cannot be put off year after year. He is hoping for 18%-19% total return, including the dividend. Because of making great strides in finishing their CapX, he is expecting a free cash flow of $11 per share by 2017. Dividend yield of 3.12%.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
SPECULATIVE BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-04-27 $2.420

Just bought this recently, and feels that what triggered the purchase was a management change. It has been a family business for years and years, and sometimes it is better for a family to get out of the way, and leave it for professional management. It now could be quite interesting. A good speculation.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY CAO-T Cara Operations Ltd. Market Call (BNN TV) 2015-04-27 $31.890

The valuation is extremely expensive.  He feels this whole sector is very saturated, competitive and expensive. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS No View
BUY on WEAKNESS CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-04-27 $142.620

Core holding.  A Huge winner.  They have done a great job growing by acquisition and have also grown organically. Wait for weakness to buy.  They are becoming more and more entrenched with their clients. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
DON'T BUY CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2015-04-27 $20.720

The price of uranium, whether it spot or contract, was really in the tank. Then the courts allowed nuclear reactors in Japan to start up again. There are 20 more that have applications in. Doesn’t feel power plants are going to make much difference to the price of uranium. If you are going to be in the uranium space, it should be Uranium Participation (U-T), not this one.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK CDV-T Com Dev International Ltd. Market Call (BNN TV) 2015-04-27 $4.870

(Top Pick May 5/14, Up 34.70%)  The stock treaded water for a while.  He knew there was potential in a business called ‘exact earth’.  The stock is up about a dollar due to re-valuation.  They also made two more acquisitions in the last year.  They made a lot of really good moves.  The core business is worth a lot more.  It is a core position for him.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
BUY on WEAKNESS CHE.UN-T Chemtrade Logisitics Inc. Market Call (BNN TV) 2015-04-27 $21.690

(Market Call Minute) A Well managed company.  Not a lot of organic growth.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
TOP PICK CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2015-04-27 $17.940

They keep missing guidance and have underperforming assets.  Thinks they have the safest value.  9 times free cash flow.  Great recurring revenues.  Just signed a deal to take content away from DHX media.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
DON'T BUY CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2015-04-27 $97.050

Prefers Toronto Dominion (TD-T), Royal (RY-T) and Bank of Montréal (BMO-T). Yields are lower, but CIBC put its foot in it rather badly when they tried to give 2 retiring executives pay stubs of $25 million between them. (The board stopped that.) They keep on stumbling. (See Top Picks.)

Peter Brieger NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2015-04-27 $40.580

Very high on his Buy List of potential names he would add. (The other being possibly Tourmaline (TOU-T). He is not touching energy stocks right now, because he doesn’t know what the price of oil is going to be. There is another potential down leg. This one is extremely well-managed.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
HOLD CNR-T Canadian National R.R. Market Call (BNN TV) 2015-04-27 $79.270

A rock solid company.  Trades at a premium and is rather expensive.  He is watching it.  Hold it and buy more if it goes down a lot.  Don’t think about stop losses.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-04-27 $79.270

Canadian National (CNR-T) or Canadian Pacific (CP-T)? Given his positive outlook on the US and Canadian economy’s, rails are a great place to be looking 03-5 years. He has been buying this when it pulled back to $80. This is the cheaper of the 2.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2015-04-27 $236.420

Canadian National (CNR-T) or Canadian Pacific (CP-T)? Given his positive outlook on the US and Canadian economy’s, rails are a great place to be looking 03-5 years. Canadian National is the cheaper of the 2, but this one has done a grand job.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-04-27 $32.000

(A Top Pick April 28/14. Up down 22.03%.) He plans on buying when it goes below $30. They have an inventory of about 7500 wells, which will keep them going for quite a while. Most of the wells are eligible for a secondary water flood, which can give the production rate quite a boost. He thinks they will continue to do well and will maintain their dividend.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY CWX-T Canwel Building Materials Ltd. Market Call (BNN TV) 2015-04-27 $5.670

(Market Call Minute) Very low margin.  It is not going to go anywhere for years to come.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
TOP PICK DBO-T D-Box Technologies Market Call (BNN TV) 2015-04-27 $0.310

Montreal based technology concerned with motion in movie theatre seats.  CGX-T has been rolling them out in their theatres.  They are the only company that has permission to motion code movies from Hollywood.  They have a global monopoly at present.  Tremendous international sales.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
BUY DCI-T DirectCash Payments Inc Market Call (BNN TV) 2015-04-27 $17.850

One of his biggest positions.  Owned since the IPO.  Loves the company.  7-7.5 times PE.  Payout ratio about 50%.  Doing a great job growing international business.  Now is the time to get into this name.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
COMMENT DGC-T Detour Gold Market Call Tonight (BNN TV) 2015-04-27 $11.530

He likes the stock, but right now he is focusing on Goldcorp (G-T). Thinks this will do well because of increasing production.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY DHX.B-T DHX Media Market Call (BNN TV) 2015-04-27 $8.240

(Market Call Minute) They lost business from the Disney Channel and the stock has not reacted to that fully.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
HOLD EFN-T Element Financial Market Call (BNN TV) 2015-04-27 $17.450

They generated a lot of revenue from fees and he needs to know the source of them.  He needs to know it is not a play on credit ratings just so you get a lower cost of funds.  He would suggest you keep it if you hold it.  Keep an eye on the sectors they are in.  They are well managed and well positioned.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
HOLD FLR-N Fluor Corp. Market Call Tonight (BNN TV) 2015-04-27 $60.830

Has been hit by the energy downturn. He does like it. In that particular space, he feels it is far and above anybody else. You have the cream of the crop in this, and if you have it, Hold it.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
HOLD GIB.A-T CGI Group (A) Market Call (BNN TV) 2015-04-27 $54.190

Had a very good run.  An acquisition strategy.  You have to be leery about the true organic growth.  There were some account issues.  But they seem to have overcome the skeptics.  It is expensive at these levels.  You have to see where future growth is going to come from.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
DON'T BUY HNU-T HBP NYMEX Nat'l Gas Bull+ Berman's Call 2015-04-27 $3.170

There is always risk in these.  Every day, to get the 2 to 1 leverage, when the market goes up they have to buy more of the derivative the next day to get the same benefit.  When the underlying commodity is volatile, you get more erosion of the ETF value.  Nat gas is amongst the highest in volatility.  It is better to play it with the equity ETFs.  ZJN-T, for example.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK HTZ-N Hertz Global Holdings Market Call Tonight (BNN TV) 2015-04-27 $20.940

(A Top Pick April 28/14. Down 24.08%.) He couldn’t imagine a company, after spending all the time they did promoting their wares and a director suddenly saying that he thought there was a problem with the earnings for the past 3 years. Because of that, he sold his holdings.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
COMMENT HVI-T Horizons BetaPro S&P 500 VIX ST Future Inverse ETF Berman's Call 2015-04-27 $30.880

When the markets go down the VIX spikes up.  This ETF will work for a few days, but you have to be precise on the timing on when to go into it.  This one makes money when you think the markets are going up.  When the markets go down, this one goes down very hard.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2015-04-27 $31.300

(In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.) Has a price target of $35. We are going to see a continuation of the growth in pipelines for oil sands transportation. He is looking for much higher dividends over the years. Yield of 4.7%.

$35 Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
BUY on WEAKNESS L-T Loblaw Companies Ltd Market Call (BNN TV) 2015-04-27 $62.970

They may have more synergies and results because of Shoppers, but it is a very expensive and tough sector.  He would only buy it on weakness.  In hind sight he should have kept his Shoppers stock before the acquisition and held it as L-T.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY LGT.B-T Logistec Corp Market Call (BNN TV) 2015-04-27 $38.980

One of his largest holdings for 9 years.  Used to be dirt cheap and growing and is now revalued as an infrastructure stock.  They have some huge projects to expand their container facility in Montreal.  Well warranted valuation.  15 times forward earnings.  Buy it and put it away.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
DON'T BUY MCD-N McDonalds Market Call Tonight (BNN TV) 2015-04-27 $96.440

Undergoing a major re-evaluation of their business. We think of it as a hamburger chain, but in fact Egg McMuffins outsells hamburgers. They are trying to re-establish themselves. Facing some very stiff competition. If he had been looking at this sector, he would have chosen a smaller chain.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2015-04-27 $14.130

(Market Call Minute) Not a lot of growth.  Based on municipal contracts.  You have to look at the back log.  It is a low margin business.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
COMMENT NHC-T Nobilis Health Corp Market Call (BNN TV) 2015-04-27 $7.600

Really likes the story, but the stock went parabolic and they issued a lot of shares last week.  Initially the stock reacted positively.  Now there is an overhang that a founding shareholder still holds a lot of shares he wants to sell.  He does not know if they can keep up their buying of troubled hospitals over the next couple of years.  In the $6 range, it would be interesting for him.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY NLN-T Neulion Market Call (BNN TV) 2015-04-27 $1.130

An American company listed on Toronto.  They did a reverse takeover of a company in a similar space.  Mostly US$ revenue.  Also, an arrangement with Rogers.  Loves the company.  It is the backbone for live sports streaming.  They have a huge international market to go after.  A great hedge to a traditional broadcaster.  It could be a takeover candidate over the next few years.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY on WEAKNESS OTC-T Open Text Market Call (BNN TV) 2015-04-27 $67.770

(Market Call Minute) Thinks it will end up getting taken out.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-04-27 $1.390

His impressions were that they are focused on an acquisition and roll up strategy.  Their conference call did not focus on operations.  He does not know if they can integrate their acquisitions and operate them properly. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS No View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2015-04-27 $39.920

His preference would be Agrium (AGU-T). Potash is difficult. One quarter things look better, as they do now. Shipments are up and probably for the next year or 2 you are going to have a reasonably stable potash market. However, looking out 2-5 years, there is such a big quantity of new supply coming on; people are wondering if the price can be maintained. One of the great hopes for potash is that people who have been under utilizing it and fertilize in their fields, will go back to do what is right in terms of fertilization. China in particular is pushing farmers to get their standards up to North American standards. (See Top Picks.)

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
COMMENT PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-04-27 $43.200

Feels the oil sands pipeline business will keep on going. Long-term demand for oil is up, which will help this pipeline. The difficulty is that they have 33% of their business in commodity sensitive areas. Their goal is to get it down to 17%-18%. If, as and when these liquids recover in price, it will be a very positive leverage for them.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
BUY on WEAKNESS PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2015-04-27 $37.790

On his Buy List, when it gets to the right level, probably a little below where it is now. He has focused on the financial sector mainly for the yield, which includes the chartered banks, lifecos and a handful of REITs. This company has a good opportunity to increase dividends.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK QHR-X QHR Corp. Market Call (BNN TV) 2015-04-27 $1.400

(Top Pick May 5/14, Up 1.44%) A core position of his.  He buys more on weakness.  They have an integrated platform coast to coast.  Thinks they will sell off a US asset and it will boost the stock.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
DON'T BUY RCI.B-T Rogers Communcations (B) Market Call (BNN TV) 2015-04-27 $43.990

Cable Companies.  He avoided since ’08.  Thinks IP TV will eat Rogers for lunch.  He sold Shaw recently.  Cable is exposed.  They paid a lot for NHL hockey rights.  He has BCE-T and T-T.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS No View
COMMENT SLF-T Sunlife Financial Market Call Tonight (BNN TV) 2015-04-27 $39.330

Statistically this is slightly cheaper and slightly more attractive than Manulife (MFC-T). However, Manulife have been acquiring new businesses. They are going to have a 15 year tie-in to a major financial distributor in Asia. Sun Life has had a few problems, but they are turning that around. The focus for them is the growth of the private wealth business.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT SPM-T Scorpio Mining Corp. Market Call Tonight (BNN TV) 2015-04-27 $0.190

Has recently emerged as a silver company. He is hoping that things will turn around and it will move higher. However, you need the price of gold-silver to go up before anything happens.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
WATCH SU-T Suncor Energy Inc Berman's Call 2015-04-27 $39.850

2/3rds of revenue is from refining and marketing through Petrocan gas stations.  He expects them to surprise to the upside.  Technically there is a lot of overhead resistance in the $42 area.  If oil prices revisit their lows then this one will fall to $35 and he really likes owning it there and then sell close to $42.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY SVC-T Sandvine Corp. Market Call (BNN TV) 2015-04-27 $4.290

The latest addition to his portfolio.  He felt it was tremendously undervalued as a technology company.  Management may have had credibility issues in the past.  He is going to hold it for quite a while.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2015-04-27 $17.710

The major problem here is the coal business. The price of met coal is down $50 a ton from where it used to be, and doesn’t appear to be going anywhere fast. As long as that condition prevails, he doesn’t see the company going anywhere. Zinc is in short supply and that is a great positive. If he is right on the economy, copper will do better, and he believes this company has indicated they would like to make an acquisition.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
BUY on WEAKNESS TCS-T Tecsys Inc Market Call (BNN TV) 2015-04-27 $8.970

It is not early days.  The stock is fairly expensive, but he would look at it on a pullback.  It is way ahead of itself right now.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2015-04-27 $56.170

(In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.)This has a great presence in the US, and he is bullish on the US. They have a CEO that understands the US business. Canadian banking business isn’t as bad as people think. He is not looking to shoot the lights out, but for average capital gains of 5%-7% plus the yield. For this bank, he is looking for a total return of 11%. Yield of 3.63%.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
BUY URA-N Global X Uranium ETF Berman's Call 2015-04-27 $11.840

There is not a Canadian ETF that is similar.  He loves the sector longer term.  The uranium sector has been crushed 60-70% since the Japan crisis so it is ready for double or triple.  We could lose 10-15% in the currency, but that is not a problem.  There is an easy 50% in the next two years in the ETF.  It will be very volatile.  You have no choice, but to take on the US$ exposure.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK VLN-T Velan Inc Market Call (BNN TV) 2015-04-27 $20.350

Global leader of valves from Montreal.  Classic value play, trading just above 1 times NAV.  They report in US dollars.  About 11 times earnings.  The founder is 97 years old.  If it is ever sold he figures it could get as much as $30 a share.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
HOLD WIN-T Wi-Lan Inc. Market Call (BNN TV) 2015-04-27 $3.150

It is much harder to go after companies for royalties than it used to be.  They lost a couple of rounds with Apple.  There is not a lot of downside risk to revenues.  He does not see a lot of upside, however.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
BUY XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-04-27 $5.970

Generates great free cash flow.  In the US the sector is about 15-16 times cash flow.  10 times in Canada.  Canada is about three years behind the US.  This is a great point to get in.  A safe and good time to buy it.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
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