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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) 2015-02-26 $0.020

Markets.  You want to be pretty selective in where you put your money and be a bit quicker to get rid of things that aren’t working for you.  3 years ago Canada was the place to be.  Then she moved to the US and it was a good place to be.  She is 65% in the US now.  Technology continues to be her largest sector.

Jennifer Radman US LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-26 $0.020

Cdn Markets. He thinks the TSX is going to be trading between 13,000 and 15,500. To him, the bottom of the range is more important than the top. This is where things are going wrong. The 2 risks he sees are if commodity prices stay lower for longer, and the second risk is if interest rates go up quicker than people expect. Other than energy and commodity stocks, everything is doing pretty well. To get to the top of the range, we would have to see commodity prices pick up fairly significantly. Hopes that the oil price works its way through to the companies. Expects it will take 6-12 months. As long as oil prices trend up in 12 months, the remainder of the companies in the oil patch will be okay on the dividend side.

Douglas Kee CANADIAN DIVIDEND UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-26 $0.020

Banks. These represent the economy and what is happening. Their domestic retail businesses pay the dividends and grow the dividends from that. Not a bad place to be, but he would suggest there are other industries you could invest in where you would get added growth. What he does, is have backbone type sectors such as utilities, pipes and telecoms. He then tries to add in some companies that are growing their dividends at a faster rate. It may be a lower yield, but growing at 10%-15%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-02-26 $130.415

She does not like consumer products tech companies because of how fast the consumer shifts their preferences.  She is always watching it, however.

Jennifer Radman US LARGE SELECTIVE No View
HOLD ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2015-02-26 $44.180

Got hit especially hard in the 4th quarter, because of its name. Dividend prospects are good. Have good projects coming on, including some Hydro ones in BC. Dividends are likely to grow in the high, single or low double digit area. Have some good opportunities in liquefied petroleum gas as well as liquefied natural gas.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK ANN-N Ann Inc. Market Call (BNN TV) 2015-02-26 $34.760

(Top Pick Jan 10/14, Down 2.39%) This one is lagging.  As long as she sees management doing something she sticks with the name.

Jennifer Radman US LARGE SELECTIVE Yes View
DON'T BUY ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2015-02-26 $11.690

This is not a big dividend grower and doesn’t have a substantial yield, so he does not own this one. This is a cyclical business and it is going to be challenged by the whole oil patch, because they are in construction.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
BUY BA-N Boeing Market Call (BNN TV) 2015-02-26 $151.730

They have about 5 years of backlog orders in their business.  You can probably get a bit of a better entry point if you are patient.  Not a bad pick.

Jennifer Radman US LARGE SELECTIVE No View
COMMENT CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-02-26 $137.390

Very underappreciated. Earnings were in line. Pays a decent yield of about 1%, but they grow the dividend. This is in a business that continues to make acquisitions in the US.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT CHE.UN-T Chemtrade Logisitics Inc. Market Call Tonight (BNN TV) 2015-02-26 $20.910

Yields about 5.5% or so, which he thinks is safe. Payout is a little high and they will be working it down. Made acquisitions that they are now paying down. This is a slower growing business. Majority of its growth comes through acquisitions.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-02-26 $30.990

Likes this company. Pretty conservatively managed in that their balance sheet is not significantly leveraged. As part of their whole corporate thing, they Sell forward. This has hurt in the last couple of years, but is now helping them. Dividend is safe for the next 6-12 months if oil prices remain $50+ going on 12 months.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2015-02-26 $29.910

It is just starting to get going.  When you consider the net cash flow there is a lot of value in the stock.  The company has been very up front about how they are dealing with competitive threats. 

Jennifer Radman US LARGE SELECTIVE Yes View
BUY on WEAKNESS CSX-N CSX Corp Market Call (BNN TV) 2015-02-26 $34.310

Good things going on with Intermodal growth.  They have been getting tightness in the trucking market because they can’t find drivers and now with layoffs in the energy space it is spilling onto the rail side.  These are temporary issues.  She feels there is just a temporary blip in this story.  She would buy on weakness.

Jennifer Radman US LARGE SELECTIVE Yes View
TOP PICK CTSH-Q Cognizant Technology Solutions Corp. Market Call (BNN TV) 2015-02-26 $62.790

They help companies be better through technology.  It used to be cost cutting and outsourcing and now it is moving more to how to use technology to differentiate the product.  They are focused on healthcare and financial services.  There is quite a bit of run room in this one.  There was a temporary profit warning and she bought into that.

Jennifer Radman US LARGE SELECTIVE Yes View
TOP PICK CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2015-02-26 $21.760

(A Top Pick May 7/14. Down 29.42%.) Long-term assets and low cost producer of SAGD in Christina Lake and Foster Creek. Have other assets they have delayed putting money into, but will do so longer-term. Balance sheet is in pretty good shape. Just did a $1.5 billion issue. Instituted a DRIP program at a 3% discount. Also, have royalty properties that they could sell. Management has stated that protecting the dividend is very important to them. Yield of 4.89%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
HOLD CVS-N CVS Health Market Call (BNN TV) 2015-02-26 $104.170

They are targeting how to generate traffic.  They have the pharmacy benefits side which is seen as a competitive advantage.  New money should get a better opportunity over the next little while.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY DIS-N Walt Disney Market Call (BNN TV) 2015-02-26 $104.560

Has been a great performer.  They have been firing on a lot of cylinders.  They are trading quite a bit above where they have traded historically so she does not own it.

Jennifer Radman US LARGE SELECTIVE No View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2015-02-26 $57.610

A good business and they have good projects. They are increasing their dividend at about 10%+ a year.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2015-02-26 $18.760

Pretty good yield even though they did cut their dividend along with everybody else. This is a royalty company, so they don’t have the big CapX programs that others do. A good mix of royalty projects and others. He likes the company.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-02-26 $38.910

(A Top Pick May 7/14. Up 24.41%.) Continues to like this. Had a couple of acquisitions in the US in the last couple of years that are really coming on stream now from an earnings point of view. Earnings are going to be up 20% plus this year, and it is likely they will be increasing their dividend a little faster.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK GWW-N W. W. Grainger Inc Market Call (BNN TV) 2015-02-26 $240.380

Digitized their large catalogues of manufacturing parts.  They focus on working capital.  It is a very large scale business.  There is some energy overhang so the share price has not done anything in two years. 

Jennifer Radman US LARGE SELECTIVE Yes View
DON'T BUY HD-N Home Depot Market Call (BNN TV) 2015-02-26 $115.380

Results are consistent with the better economic numbers and wage growth.  She does not own it due to valuation.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY IBM-N IBM Market Call (BNN TV) 2015-02-26 $160.870

It has not been a pretty picture for IBM.  8% revenue decline over the last quarter. 

Jennifer Radman US LARGE SELECTIVE Unknown View
COMMENT IFP-T Interfor Corp Market Call Tonight (BNN TV) 2015-02-26 $21.050

He doesn’t own forest product companies because of no or low yield. Stocks have done well based on what is happening in the US on the housing side. Also there are some exports to Asia. This is not a sector that he is interested in.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT IMO-T Imperial Oil Market Call Tonight (BNN TV) 2015-02-26 $48.520

A lower yielder, so he doesn’t own it. Great business. Superior assets.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
BUY KKR-N KKR & Co. LP Market Call (BNN TV) 2015-02-26 $23.490

Has been flat for bit now.  They had strong realizations as they sold off businesses and now it is a question of what is next.  She sees a very good underlying yield to the story.  They had some energy exposure that was marked down this past quarter.  She likes the management team.  There is quite a bit of opportunity for them.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY KR-N Kroger Co. Market Call (BNN TV) 2015-02-26 $72.090

It has had a pretty good run and it is not attractive from a valuation point of view.  It will pullback more than others in a market correction.

Jennifer Radman US LARGE SELECTIVE No View
HOLD L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2015-02-26 $64.670

Good company and have a good move up in earnings coming because of their Shoppers acquisition. Their basic food business is pretty brutal. Lots of competition. Without food inflation it is pretty hard for them to get their prices up. Yield is reasonably low, but they are increasing their dividends at a gradual rate.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
WEAK BUY LB-N L Brands Inc. Market Call (BNN TV) 2015-02-26 $91.980

They are in great areas and saw great growth in execution.  Better economic numbers and wage growth in the US is positive.  LB-N has been one of the better performers over the last year or so.  There is a concern about how long they can keep up the growth.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY LUV-N Southwest Airlines Market Call (BNN TV) 2015-02-26 $44.080

In the last couple of weeks she has started hearing comments on airline capacity being higher and what impact that has on pricing and margins.  This one is in a good position and has a low cost structure.  The group has had a run and she would not be surprised at a pullback in US airlines.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2015-02-26 $24.760

 Yield of about 6.8%, but it is questionable if they can maintain it. They could possibly cut it again. This could be a take out candidate some day, but on the acquirer’s calendar, not Manitoba Telecom’s.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
BUY OCX-T Onex Corp Market Call (BNN TV) 2015-02-26 $70.740

One of the companies she is enthusiastic about. A lot of their assets are in US$.  They have strong alignment with shareholders.  It is a core holding and a great opportunity.

Jennifer Radman US LARGE SELECTIVE Yes View
DON'T BUY PD-T Precision Drilling Market Call Tonight (BNN TV) 2015-02-26 $7.600

He doesn’t own any of the drillers and hasn’t since 2008-2009. This is challenged like all of the drillers because the producers are cutting back CapX. There are not only the cutbacks, but there is big pressure on them to cut their drilling costs 20%-25%. There is no hurry to get into this.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2015-02-26 $23.220

A good yielder. Have grown their yield and are expanding their business. Made a fairly significant acquisition last fall, and there is more potential for them to buy more gas stations out west.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-02-26 $38.890

Believes this is on sale at these levels. There was some concern about the company because of cost of service. Good CapX program with $1.5 billion this year coming on stream. Another $6 billion in the next 3 years. Their cost of service business is about 70% of their cash flow, and with these projects and re-contracting this gets up to about 80% 3 years out. Yield of 4.47%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2015-02-26 $2.460

This model works at $70 oil, but does not work at $45 oil, so he sold his holdings. The risk is, if oil prices stay where they are, they will probably have to cut their dividends again. They have good bank lines, but these days those are questionable, as he expects banks will be cutting back on them.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
PAST TOP PICK RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2015-02-26 $44.670

(A Top Pick May 7/14. Up 4.3%.) Doing what they said they would do. They were kind of lagging in their customer service side and are fixing that. Increasing their dividend. Still a good company.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT RUS-T Russel Metals Market Call Tonight (BNN TV) 2015-02-26 $25.680

Their biggest component is energy at about 40% or so. A lot of that is more of a service type revenue. Their philosophy is to pay out 80% of their earnings. This is a warehouse business, so there is not a lot of capital needed, other than inventory. The dividend looks okay for now.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Unknown View
TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2015-02-26 $78.070

Just reported and their strength was on the domestic retail side, a little stronger than what people thought it would be. Margins are actually up a snick, where it was thought they would be down. Capital market was a lot stronger than people were expecting. Good yield of 3.95% which is likely to be increased 3%-4% later in the year.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
DON'T BUY SBUX-Q Starbucks Market Call (BNN TV) 2015-02-26 $94.550

They have done very well execution wise.  They are going into different lunches and offerings.  A good story, but on the valuation front she just isn’t interested.

Jennifer Radman US LARGE SELECTIVE No View
PAST TOP PICK SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2015-02-26 $35.320

(Top Pick Jan 10/14, Down 8.96%) It is tied to oil.  She liked it because of ongoing development, which is taking a pause right now.  She bought into a declining backlog, but as we work through this cycle it will be a good stock to own.

Jennifer Radman US LARGE SELECTIVE No View
PAST TOP PICK SJR.B-T Shaw Communication (B) Market Call Tonight (BNN TV) 2015-02-26 $29.010

(A Top Pick May 7/14. (BNN shows this as a Past  Top Pick, but our records show that this stock was not mentioned on that date. Also, BNN did not show any percentage gain for this. ) This stock hit highs a couple of weeks ago. They don’t have the wireless problem that others have. There was some speculation of takeover and valuations in the US. Will likely be a candidate at some point.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2015-02-26 $39.460

Outstanding legal charges have hurt the stock. Thinks there is an overhang on this stock because of the criminal charges. The likelihood is that they will probably settle. Thinks the whole flow of bidding for them is going to slow down because of their problems.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
HOLD TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2015-02-26 $54.170

Longer-term they are growing their dividend 5%-8% per year, which he likes. You are probably paying nothing for Keystone and maybe a little for Energy East. Growth over the next couple of years, is primarily infrastructure in Alberta.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
BUY V-N Visa Inc. Market Call (BNN TV) 2015-02-26 $273.750

Has been doing well because it has the scale and you are seeing the growth in transactions.  It has always been a high multiple stock.  She just hasn’t seen a good opportunity to get in recently.

Jennifer Radman US LARGE SELECTIVE No View
PAST TOP PICK VAR-N Varian Medical Systems Market Call (BNN TV) 2015-02-26 $92.450

(Top Pick Jan 10/14, Up 14.91%) Hospitals stepped back to see what the environment was like and now orders have picked up.  It is one of the cheapest names still in the health care space.

Jennifer Radman US LARGE SELECTIVE Yes View
COMMENT WJX-T Wajax Corp Market Call Tonight (BNN TV) 2015-02-26 $26.000

Yield on this is pretty high and because of their debt position, they are likely to be cutting it at some point. They are related to the oil sector, so that is probably going to soften their earnings.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
HOLD WTE-T Westshore Terminals Inc. Market Call Tonight (BNN TV) 2015-02-26 $32.280

Good company. Reasonable yield and the dividend is safe. Stock price has slowed down because coal exports have slowed down. He believes that longer-term, metallurgical coal is a good business to be in.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-25 $0.020

US Markets. US stocks are trading at about 17X earnings. Given the interest rate environment, profit margin growth and productivity trends, it is probably in fair market range. You have to look at individual sectors, industries and companies for your growth, as opposed to allowing the market itself to take you higher. With lower rates, the cost of capital is cheaper for corporations and they are more likely to make money easier, so profit growth is more easily accomplished. From a market standpoint, rates (bonds) are a competitive asset class, so when you have low rates, people gravitate towards stocks. Also, you could look at it from the point of earnings yield. If you take the P/E ratio, and invert it, E/P gives you an earnings yield which, historically, has pretty much matched the B-AA bond, the worst investment grade bond out there. Currently, there is about a 2 point spread, which means that either valuations can go higher, or interest rates will go higher. His suspicion is that both will happen. You are going to see articles that the multiple in the market is getting way out of whack, and this is going to happen in large part because energy companies are expecting to see earnings halved in 2015 over 2014. That is going to have an effect on the multiple of the S&P 500. You have to look at 2 things. 1.) Is it a transient event (which is debatable) and 2) it is isolated to energy companies and one should look at the other 9 major sectors. There is going to be lots of places to look for value.

Gordon Reid US EQUITIES BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-25 $0.020

Tax Info. One of the very big things for people who have foreign assets is the Foreign Income Verification form (T1135). This is a complicated form to complete and is required for anybody who has $100,000 of foreign assets outside of their RRSP. You can go to www.goodreid.com to E-articles to read about this.

Gordon Reid US EQUITIES BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-25 $0.020

Economy. Here we are 6 years after the crisis and not only have we had all the geopolitical problems, it is like the world has been having a huge experiment in the monetary policies. No one quite knows how it is all going to turn out. It almost seems to be a race for the bottom in currency wars the way people are lowering their bank rates. Some are even negative now. Quantitative easing is also spreading across the world. At the same time, the US$ has been so strong that it is almost like people have been cutting rates to become more competitive. At what point does the US become unhappy with this? He thinks it is beginning to seep a little bit into US manufacturing, but nonetheless their economy seems to be the one that is strong and growing. It has been the place to be the last couple of years. In Canada we have had the opposite effect through oil prices collapsing, which is also having ripple effects across our economy. As a value investor, to position yourself over the next business cycle, you have to figure out where you want to be, how you want to do it and try to figure out what opportunities are going to come from these kinds of changes that are happening. That is what he is struggling with now.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-25 $0.020

What metrics do you focus on, as to whether a stock should be classified as Growth or Value? As a value manager, he tries to judge what he is paying for against what he is getting now, and is likely to be there in the future. He is looking much more for organic growth rather than through acquisitions. If you are looking at stocks in any one industry, growth stocks are generally going to have higher multiples, whereas value managers are probably going to be buying more return on equity.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-02-25 $128.790

There is more clarity than there was 2-5 years ago, when it was thought that they had to reprove themselves on innovations. They now have new products coming such as the new watch and Apple Pay. He thinks there is still a lot of growth and a long runway. Have become much more shareholder friendly. No company globally produces the amount of free cash like this company. His guess is that the 1.44% yield will probably close to double in April.

Gordon Reid US EQUITIES BULLISH Yes View
COMMENT AIG-N American International Group Market Call (BNN TV) 2015-02-25 $54.800

He likes this. It is coming out of the mess of 2008 and becoming a traditional property/casualty Company. Sold off their aircraft leasing operation. Trading at about 10X earnings and only about 75% of BV. Very good value. The future is bright.

Gordon Reid US EQUITIES BULLISH Yes View
TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2015-02-25 $11.800

One of the largest Canadian construction companies. Has been hit as a large proportion of their earnings come from energy related areas. However, they are also very big in infrastructure. Trading close to BV. Management over the last couple of years has achieved a significant turnaround in the operating efficiency of the company. A sale of their exposure to the Quito Peru airport, is also a positive to their balance sheet. Yield of 3.05%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2015-02-25 $16.490

If you have a spot for a financial to complement the rest of your portfolio, you should fill it. This one is an opportunity. Generally speaking, the whole group is going to move together. It is going to take a catalyst and that catalyst is likely going to be higher interest rates that will allow net margin spread to increase because of a steepening yield curve. This is a decent choice in US banks. (See Top Picks.)

Gordon Reid US EQUITIES BULLISH No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-02-25 $2.600

This is quite a controversial company. He has not recommended this one for some period of time. It is highly levered. Has been very disappointed in the development of the C series. Having a flight test very soon, so a lot of what happens to the stock will be dependent on the results of that. Recently had to do quite a large issue. At these levels, this is a speculation rather than an investment.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2015-02-25 $7.210

Has been hammered along with a lot of other energy stocks, but this has always been one of the better managed companies in the group. It is proportionately more exposed to natural gas. With the current pricing of energy commodities, you have to ask how safe the dividend is. This management has always been better at executing in the oil/gas area. For people that are looking for more speculation in their portfolio, this might be a small piece of their portfolio because it could have tremendous upside relative to the downside.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-02-25 $65.820

We have seen a mix of earnings coming out from the banks. On this one, you are dealing with a different kind of international diversification. Not sure that their exposure to South America and the Caribbean are going to be a big positive catalyst right now. He does like this bank and thinks it is fairly well priced at the current levels. Dividend yield of 4%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK C-N CitiGroup Market Call (BNN TV) 2015-02-25 $52.090

CEO is doing a good job and concentrating the bank on core efficiencies. They are getting out of a lot of countries and out of risk areas. They go through another stress test in March, and he is quite hopeful they will be allowed to increase their dividend and their buyback. Relatively cheap on a variety of metrics. Trading at about 10X earnings compared to the average bank that is trading at about 13X. Also, trading at about 90% of tangible book value compared to the average bank of 163%. Yield of 0.08%.

Gordon Reid US EQUITIES BULLISH Yes View
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