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

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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 Tonight (BNN TV) 2014-10-22 $0.020

Markets. Had expected there would be some weakness going into September/October. However, it was a lot more severe than what he was expecting. As a result there has been some technical damage done to the markets, and he wants to see that the support is held in a number of different areas. If not, then he will probably become more defensive in his portfolios. Technically he is watching both the 50 week moving average and the MACD indicator crossing the zero line for the TSX. When the MACD crosses down below the zero line, this is normally followed by more significant down side. If he doesn’t see that breakdown, he’ll probably be in a position where he wants to add back exposure to his portfolios. If he did see that breakdown, he would probably take more defensive action and Sell down. Typically when heading into recession, oil and interest-rate indicators give signs of an economic rollover. Instead of oil spiking up over 80% in a 12 month period, it has gone the other way and is actually a big stimulus to the consumer. At the same time, the spread on interest rates between Short and Long is still very wide. This is a little surprising, and that is why he is concerned about what might be ahead for the markets.

Bruce Campbell (2) CANADIAN CAUTIOUS _N/A View
COMMENT ABM-X Athabasca Minerals Market Call Tonight (BNN TV) 2014-10-22 $1.600

He has a very small position in this. The big business for them is the frac sand market. Most frac sand is being railed in from Wisconsin. Athabasca has a big sand quarry in Alberta where they are doing their preliminary assessment. Strategically located. Has no revenue from this right now. Stock had a big run up as there were expectations of them getting approval for this quarry. Pulled back because everyone is now concerned about the longevity of the energy business and what that will mean for this company. If you have a longer-term time horizon this would be a good entry point. Probably 18 months away, plus they are going to have to do an equity raise for a rail.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
PAST TOP PICK AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-22 $7.970

(A Top Pick Oct 16/13. Up 59.72%.) Sold his holdings. It had broken down from his process. Provided the economies stay strong, airlines should continue to do well, especially now that they have added in the baggage fees.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-10-22 $55.540

(A Top Pick Oct 16/13. Up 46%.) He held this all the way to the top of its run. Technically it broke down so he sold his holdings in the mid-$70’s. He acquired some more in the $62 range plus more in the last week. The growth is still there. Just made another acquisition in Toronto. Trading at around 15-16 times earnings.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-10-22 $35.840

(A Top Pick Oct 16/13. Up 55.79%.) Wouldn’t be surprised if they made another acquisition. They are pretty disciplined in what they do. He continues to hold it and is comfortable with it.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2014-10-22 $31.280

Thinks there is a lot of room for this company to continue to grow. Acquired Poker Stars last summer and are now starting to expand out into other casino games. They are still not in the US or Canada, but thinks that is probably coming fairly soon. Looking to get approval in New Jersey beginning in November. That should hopefully open up the way to other US markets. Trading at pretty steep valuations right now and have a lot of debt.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-22 $37.110

Feels the dividend, even at current oil prices, is fairly sustainable. Their all-in production costs and payout ratio is probably just slightly over 100% at this level. Hasn’t owned this for a while because he prefers other dividend stocks such as Surge (SGY-T) and Cardinal Energy (CJ-T). Crescent Point seems to be continually issuing stock as they buy more companies.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
TOP PICK CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2014-10-22 $39.480

Management team has pretty well done everything that they said they would. They continue to drive the numbers. There is probably more in it from an acquisition standpoint. Has a small dividend as well. Trading at 28X earnings, which is not cheap, but is growing at a fairly significant rate, and that ratio will come down over time.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT DHX.B-T DHX Media Market Call Tonight (BNN TV) 2014-10-22 $8.800

Had sold his holdings way too soon. Obviously valuation is very rich. If you are a long-term holder, 5 years plus, it is probably a good holding and the valuation won’t matter as much. They’ll probably end up selling this, but in the meantime they just continue to accumulate more library content.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT EH-T easyhome Market Call Tonight (BNN TV) 2014-10-22 $23.390

Management has done an excellent job of executing the way they said they would, and if anything, have exceeded his expectations. They continue to grow out the financial side of the business. The leasing side really isn’t doing a whole lot, but is just continuing to do what it has done. They recently secured some more financing, which allows them to build their loan book out, which would take them out to 2016. If everything continues to grow economically, it is one that he really likes. This is unsecured lending, so if the economy turned down, it would probably be hurt more than other lenders.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
BUY ELW-X Elkwater Resources Ltd Market Call Tonight (BNN TV) 2014-10-22 $0.380

Had recommended this a couple of months ago, and at that time they didn’t have much except for a management team. Have now made the acquisition that he had been looking for so now have production. With the technical and management team they have in place, he really likes this. They have oil coming out of the ground now as well as an inventory of drilling locations.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT EMA-T Emera Inc Market Call Tonight (BNN TV) 2014-10-22 $35.850

Has a fairly steady dividend. If we continue to see some of the volatility that we have had, and if it were to get worse, this is a position that he would look to. If you are looking for income with a little bit of growth, this company fits the bill. Fairly low volatility.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT IKM-X Ikkuma Resources Market Call Tonight (BNN TV) 2014-10-22 $1.680

Have a strong technical team and are very specialized in Foothills drilling. Thinks this is going to be a great growth story over the next 5 years. If you have a longer time frame this is a fairly attractive price.

Bruce Campbell (2) CANADIAN CAUTIOUS Unknown View
COMMENT MRE-T Martinrea Market Call Tonight (BNN TV) 2014-10-22 $11.720

He is not in the auto sector at this time. However, this one screens very well and he has been watching it.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
TOP PICK PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2014-10-22 $0.430

This is a great business. They have been growing by acquisition, but even better they have been growing even stronger organically. Have great growth and great bottom line. A stock that he thinks will continue to grow. They don’t have much competition from an acquisition standpoint. They buy small operators, and merge them into their business, allowing them to cross sell and generate a lot of organic growth.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call Tonight (BNN TV) 2014-10-22 $1.570

He originally bought this for their plasma business where they take plasma out of blood and sell it. This is a huge business that could grow over time. This company is sort of a lottery ticket. They are working some of their drugs through different stages of trials right now. If they can get one of those, it would be a game changer. Their plasma business will be a significantly growing business over the years and provides cash flow for the company.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
BUY PNE-X Pine Cliff Energy Market Call Tonight (BNN TV) 2014-10-22 $1.580

A natural gas play that was a spin out from Bonterra (BNE-T) which has one of the best 10 year track records in creating value on the TSX. This company is following their example. He has added more to his holdings. Probably a multiyear story where they add acquisitions and continue to grow their production.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
WATCH SCR-X The Score Inc. Market Call Tonight (BNN TV) 2014-10-22 $0.420

Sold his holdings a while ago. Company has a great app. Just about everybody in Canada interested in sports has it on the phone and it sounds like more people in the US are getting it. He wants to see how they are going to monetize this.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT SES-T Secure Energy Services Market Call Tonight (BNN TV) 2014-10-22 $20.540

This is the only energy services stock that he owns. This business is a little bit different in that they actually deal with the waste that oil fields produce. With all the fracing that is being done, there is a volume of water being produced. This company manages and disposes of all that water. It typically doesn’t pull back very much so trades at a very high valuation. They continue to make acquisitions and grow organically.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2014-10-22 $6.340

Has a great yield at just a little under 10%. Management has an excellent reputation in the energy sector. Feels the yield is steady and they will manage that. Trades at a good multiple. Doesn’t have too much debt.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT SIO-X Sensio Technologies Inc. Market Call Tonight (BNN TV) 2014-10-22 $0.200

Basically they have the Netflix version of 3-D and you have to have their app on your TV. You can then basically stream a movie through your TV. Just recently signed a deal with LG, which is just ramping this up right now and will be doing a big marketing push this fall for Christmas sales. Thinks investors are starting to look at this again.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
TOP PICK SLC-X SLYCE Inc. Market Call Tonight (BNN TV) 2014-10-22 $0.710

Very, very neat technology. It basically identifies certain items. For example if you see a sink that you like, you take a picture of it which immediately brings up the retailer and the price, and you can buy it immediately. They are getting paid on a number of differetnt avenues.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT SPY-X Sprylogics International Market Call Tonight (BNN TV) 2014-10-22 $0.350

Have been doing a lot of work on analytics. They have Semantic software and search engine that will basically filter out all the stuff so that they can look into the sports world, investment world, etc. It really surprises him that this is trading at its present value. It should probably be worth considerably more considering the patents that they have and their technology.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2014-10-22 $7.730

Has gone sideways and looks like it is building a bit of a base. To take it to the next level, it would require US housing prices to accelerate as well as more activity.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-10-22 $7.270

This one is super cheap right now, and is actually trading below its Book Value. If he had some certainty that energy prices were going to firm up or at least stay at the current level, he would probably take a look at this.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-21 $0.020

Markets. He always believes in having structure in place in order to be prepared for any market conditions. Having Shorts in place as a form of insurance, is something he believes in. Up to the end of August, markets were up 12% and everybody was happy. When you put Shorts in place, it is actually a drag on performance. It is not until you get to a place like Sept/Oct when the market starts to head south, that you all of a sudden realize the value of having insurance. He uses Shorts for hedging purposes as well. If he has a Long position, he wants to Pair that with a Short position. What people sometimes miss in Pair trading is the relationship between the 2 stocks. You can have a Long and Short position, and both of them can go down and you can still make money, as long as your Short goes down more than your Long. Conversely you can do this in up markets as well. He tries to ignore the day to day movement of the Market itself.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-21 $0.020

Markets. He is calling this V bottom snap back a technical bounce, and we could see lower lows. The TSX dropped all the way from $15,500 to $13,800 and he expects we will recover some of that. Feels the correction is far from over. There are some issues out there to deal with. The slowing growth in Europe, some of the slower numbers we have seen in the US and yet you still have the potential for a US rate rise. China numbers are not blow away anymore. Earnings are not blowing anybody away. He wants everyone to stop saying “let’s buy the dips”.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS _N/A View
COMMENT AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-21 $8.180

This is volatile. Fuel costs coming down is clearly a benefit for them. Offsetting that is a weaker Cdn$. The industry seems to be getting a lot more disciplined. Thinks the stock goes higher over the next couple of years.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
SELL ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2014-10-21 $14.590

They take on the contracts, often fixed priced, and then they can get into overruns which crimps the margins totally. Trying to get their costs under control, and just have not been able to do it in a time when the industry is booming.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
PAST TOP PICK ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2014-10-21 $4.610

(A Top Pick Nov 29/13. Down 28.86%.) This was just a bad call. Not generating cash flow right now. A great, long-term asset story. Even at today’s oil price you have an NAV well in excess of $10. Insiders are buying.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
WAIT AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-10-21 $16.200

He is still on the sidelines on this. Any time a stock drops as much as this did, particularly in technology, he gets interested in trading it, but it really has been an elevator ride down. Some think their product is really getting commoditized which could stunt their growth going forward. He would like to wait and see what the next quarter comes out with.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2014-10-21 $90.900

There is a lot of positive momentum here. What is very impressive is how it has held up in this market decline. The high valuation technology sector has done very well, where there haven’t been earning disappointments. People are paying up for the growth potential down the road. Has a bit of a question mark on the Chinese accounting, and would discount the stock a little bit on that basis. If you are going to own a high risk stock, you could do worse than owning this one.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2014-10-21 $16.600

Thinks you are past the worse with this one. With the $70 billion settlement they have had now, they have taken the hit on the Countrywide Financial. Feels the US bank valuations are still relatively attractive. There is a lot of earnings leverage, and he expects another move out of the housing sector.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT BVD.UN-X Boulevard Industrial REIT Market Call (BNN TV) 2014-10-21 $0.160

Still likes this. Likes the industrial REIT space and its predictability. They are getting attractive cap rates within the sector, so they can make attractive acquisitions at 8%-9% cap rates and borrowing at 4%. If you have long-term lock-in leases at 9% and you are borrowing at 5%, the 500 basis point margin is very attractive. In industrial REITs, there are virtually zero costs to property owners. Feels this is going to be a growth stock going forward.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK CBL-T Callidus Capital Corp Market Call (BNN TV) 2014-10-21 $20.770

Long. A Pairs trade with a Short on Laurentian Bank (LB-T). This is an asset based lender, which he feels is an underserved niche in Canada. Although the big banks have them, it’s not something they really embrace. They don’t like high risk lending. An attractive growth story.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2014-10-21 $19.200

The largest player in the world which is where people move generally when the sector starts to turn around. To play uranium directly, he would use Uranium Participation (U-T). This is effectively like buying the commodity. Even the Japanese seem to have enough inventory for now. Longer-term, uranium prices have to go higher. You are not going to find new supplies anywhere close to the current price.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK CCT-T Catamaran Corp Market Call Tonight (BNN TV) 2014-10-21 $46.800

This is just a good growth story in healthcare management. Basically going online to manage all your pharmacies and health care needs. Obama care is driving everything to these private and public exchanges these guys own. Have been kicking out excess cash flow which has been used to make acquisitions. You are getting all of this for about a 20 multiple.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT CFN-T Carfinco Financial Group Market Call (BNN TV) 2014-10-21 $11.200

About 6 weeks ago, a large Spanish bank decided to get into the Canadian subprime business in terms of auto lending and made a cash offer of about $11.25. This is very good news for the non-banks in general. The stock peaked in Jan/Dec at around $12 and fell to the $8 level. Doesn’t think there will be another bid coming. If you own, he would tender your shares.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
TOP PICK CGX-T Cineplex Inc Market Call (BNN TV) 2014-10-21 $41.330

Short. They have a 77% market share in Canada, so there is not much scope for them to grow by acquisition. This was the worst summer in North American cinemas in 17 years on an inflation adjusted basis. Thinks they are going to have some issues in their Q3 numbers. When attendance goes down 13%, it is going to have a big impact on profitability. There are also longer-term structural issues that they face. Netflix is competing against them. There is going to be Pick & Pay on cable TV. There was a recent announcement that HBO is going to have direct offering, so Netflix is looking to bypass some movies. Yield of 3.6%. Valuation is at 30X earnings and 13.5X EBITDA, which to him is very expensive.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY CMG-T Computer Modeling Group Ltd Market Call (BNN TV) 2014-10-21 $11.210

Provides software that helps companies to model very sophisticated oil/gas fields and helps with the extraction. Previously had been exclusively focused on oil, but have branched out to gas. Very attractive long-term play. Nice yield. They are just on the cusp of developing new software that will be rolling out in the next couple of quarters. Attractive at these levels. A lower risk, lower volatility way to play oil and gas.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK CXI-T Currency Exchange Intl. Market Call (BNN TV) 2014-10-21 $16.500

This is a name that he has held since the IPO. It is a great core holding. They are a wholesaler of foreign exchange, so they provide physical currencies to any financial institution. They are in the supply and logistics business. Likes this as a low risk business. Feels they are going to be growing at about 30%. Have applied for a bank license, which would be a catalyst for them in terms of both marketing and improving profitability. Has a lot of growth potential.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
HOLD CXS-T Counsel Corporation Market Call (BNN TV) 2014-10-21 $1.620

There is a lot of attractive valuation in this stock. Have had a lot of costs this year in preparing for their bank license, and they don’t have any of the revenues. He is hopeful that when the bank license comes in, they will be able to capitalize on their investments.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
DON'T BUY DGC-T Detour Gold Market Call Tonight (BNN TV) 2014-10-21 $9.180

Traded in and out of this in the last week. The interesting thing is that this is the levered play right now. They have a high cost of production at about $1200 an ounce. With the US$ going higher, that is another downward move on gold. Because this is a higher risk play right now, he would stay on the sidelines.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2014-10-21 $87.540

(A Top Pick Nov 29/13. Up 26.63%.) Firing on all cylinders and have the right assets. Also, they cross sell tremendously well. Their acquisitions have been phenomenal.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD DSG-T Descartes Market Call (BNN TV) 2014-10-21 $15.300

CEO has stepped down, but the transition has been smooth. This is one of the most predictable stocks. On the 1st day of a quarter, they know 90% of what their revenues are, so they spend the next 90 days working on the 10%. This is a stock that never disappoints because it is so predictable.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY E-T Enterprise Group Market Call (BNN TV) 2014-10-21 $0.680

Very cheaply valued and views this as a nice play on pipeline construction. They have a business called Arctic Therm which he thinks is the jewel of the business. Also, have Calgary Tunnelling. Feels the volatility in the stock is unjustified.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK ECI-T EnerCare Inc Market Call (BNN TV) 2014-10-21 $14.800

(A Top Pick Sept 18/13. 67.35%.) Pairs Trade. Went long on this stock and Shorted Just Energy (JE-T). Still really likes this name. They rent water heaters, primarily in southern Ontario. Have very predictable and steady business. Good yield. Trades at about 7X EBITDA.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY EH-T easyhome Market Call (BNN TV) 2014-10-21 $23.700

Likes this. They have a furniture business, but really make their money through Easy Finance which is a finance of the furniture. Have been building up their business in terms of top line growth for the last 5 years, but what he is starting to see now is that it is falling down to the bottom line. The move in profitability for the last 4 quarters has been great and he thinks that continues. A long-term growth story. Attractive at these levels.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT EIF-T Exchange Income Market Call (BNN TV) 2014-10-21 $19.010

He has been Short this name most of this year and just covered his position in August. They are a holding company. Have 2 primary businesses, a regional airline business and maintenance and construction of cell phone towers in the US. AT&T is a customer. Just announced they are going to sell this US division.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
COMMENT GCG-T Guardian Capital Group Market Call (BNN TV) 2014-10-21 $19.670

He has been Long Guardian Capital (GCG.A-T) and Short the Bank of Montréal (BMO-T) since April/09. There is about $2.50 left on the stub for this company. It is a very solid business and has been growing and firing on all 4 cylinders for the last 48 months. They have started to sell some of the BMO shares, using some of the capital for strategic acquisitions. It will take some time for some of those investments to pan out. Feels their perspective on this is a great one. Expects that at some point this company will get taken out.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK GOOGL-Q Google Market Call Tonight (BNN TV) 2014-10-21 $538.030

Some people were disappointed with the earnings last week, but he still thinks this company is better positioned than almost anybody at technology. People keep forgetting that they own the Android operating system, the most powerful OS and the one that is running better than 70% of the global cell phones right now. At some point they are going to monetize that. They own search, and when he looks at where data and data management is going, he feels they have tremendous value. Making very good acquisitions. You get all of this for about a market multiple or a little bit more.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT GXI-T Guestlogix Market Call (BNN TV) 2014-10-21 $1.020

Is Ebola scaring investors off? His view is that the Ebola crisis may have some short-term impact on airline and airline traffic, but this one is really a long-term play on ancillary revenues that airlines charge. He likes the stock, it is a long-term structural story. The street is waiting to see what the next couple of quarters looks like. A great story.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
COMMENT HNL-T Horizon North Logistics Market Call (BNN TV) 2014-10-21 $4.710

There is some potential news coming out today. The BC legislature is going to announce the tax regime for LNG. The perception is that as long as it comes in at less than 7%, it would be perceived as a positive for camp stocks such as this and Black Diamond (BDI-T). Has traded off pretty hard along with the other oil/gas related names.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT IFP-T Interfor Corp Market Call Tonight (BNN TV) 2014-10-21 $16.150

Doesn’t own any right now, but in the past week, especially the way the market has rolled over, he has been looking at the lumber names. There is no better sector that benefits when you got the Cdn$ falling like it is. This one is probably the most levered with the most growth potential so he would be inclined to take this over the West Fraser Timber (WFT-T) at this point. The recent move back down in US interest rates is going to be positive for the US housing market.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK JE-T Just Energy Group Market Call (BNN TV) 2014-10-21 $5.370

(A Top Pick Sept 18/13. Up 11.81%.) Pairs Trade. Shorted this stock and went long Enercare (ECI-T). This is primarily door-to-door salesman trying to convince customers to switch to their product. He doesn’t understand their business model, and has a lot of issues with their accounting. Feels this has further downside so he continues to Short it.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
DON'T BUY KO-N Coca-Cola Company Market Call Tonight (BNN TV) 2014-10-21 $40.680

Thinks growth is really being compromised. Look at what Pepsi’s strategy has been in terms of diversification and adding product. The core market of Coca-Cola has really slowed down. They haven’t diversified enough into other product growth areas to upset that slowdown. Multiple is still relatively high.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK LB-T Laurentian Bank Market Call (BNN TV) 2014-10-21 $49.360

Short. A Pairs trade going Long on Callidus Capital (CBL-T). He put this one on just to hedge some financial risk. Nothing against the bank, it’s just that they have the smallest capital markets group, so if markets go up, this is the least likely to participate. It also takes off some market risk for him.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT LUN-T Lundin Mining Corp. Market Call Tonight (BNN TV) 2014-10-21 $5.170

This is more of a pure play on copper based on where their properties are and the acquisition they did last week. Copper is clearly struggling at the $3 level, but from what he has seen, a lot of the estimates on copper global production and global demand, it looks like everyone was expecting a $400-$500 thousand surplus coming into this year, but it now looks like it is going to be more of a deficit. Very well-positioned in terms of growth.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-10-21 $20.440

Banks or Insurers? He thinks he would lean more towards lifecos at this point on a longer-term basis. There is a little bit of risk on this one short-term, which is why there was a selloff. There is still real leverage within the portfolio regarding higher interest rates and stronger stocks. There might be a little bit of earnings risk on this so he wouldn’t put all of your money in.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK MRE-T Martinrea Market Call Tonight (BNN TV) 2014-10-21 $11.800

(A Top Pick Nov 29/13. Up 34.41%.) Getting a new CEO who is clearly an industry guy. During the fight among the board, this created an opportunity. The stock became pummelled unnecessarily and it became a great Buy. Thinks he is getting closer to exiting the stock rather than buying at this time.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
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