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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 (BNN TV) 2014-09-17 $0.000

Markets. This may be the 2nd inning of a huge secular bull market in the US$. The performance of the US$ relative to the $index is the best it has been in 17 years. Today it made an eight-year high against the Japanese yen. He loves long-term secular trends. He showed a chart going back to 1997, which shows a long-term bull bottom forming on the US$. Once it passes new highs, the world will wake up and portfolio managers globally will be allocating assets back to the US. There is a lot of good, long-term news coming in that is beneficial to the US$. Europe is certainly a basket case economically, and will be for quite some time. The Japanese certainly want to engineer the yen lower. His client holdings is up to about 45% in US$ equities, this was actually zero 2 years ago.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-17 $0.000

Alibaba IPO. Rumour is that this will open in the $60-$70 range. He tried but couldn’t figure out the fundamental value of this. He has it coming with a valuation of EBV+7, which is very, very expensive. Until he gets a final balance sheet, and one or two quarters down the road, he is taking a wide step away from this. He has been playing this through Yahoo (YH00-Q). He would buy Yahoo instead.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ _N/A View
TOP PICK ABT-N Abbott Labs Market Call (BNN TV) 2014-09-17 $0.000

His model price is $48.91, a 14% upside. Saw that they are going to spin off another company, the gift that keeps on giving. He loves large-cap drug companies. Yield of 2.02%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
COMMENT AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2014-09-17 $0.000

Gold has been in a bear market. If his scenario is right in terms of the US$, gold bullion will struggle here and certainly will not move higher because it trades opposite to the US$. A lot of these companies have to get their costs back into line. He would love to see this one come back more.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
BUY BAC-N Bank of America Market Call (BNN TV) 2014-09-17 $0.000

This one just came out of the blue (his strategy) last week. His model price is $19.17, a 15% upside. The market is saying that they finally believe in its balance sheet. They have $2 trillion in assets, so it is very important that the market gives it’s A-OK.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2014-09-17 $0.000

Loves this company. Bought this when it came down to the $7 range. Doesn’t have a model price. They will be launching a new phone this fall and he thinks security will be one of the main issues going forward.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2014-09-17 $0.000

This is an interest sensitive stock. Has a yield of over 5%. His model price is $36.97, a negative 23% above what he considers Fair Value.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ No View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-09-17 $0.000

The issue here is that it is now an $18 billion company, but the stock price hasn’t move. They issue capital basically to keep the dividend out. They do acquisitions. Now in the US because they have probably dried up all the capital in Canada for a company of this size. His model price is $38.33, a 10% discount. If you are looking for appreciation, you are not going to get it here.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2014-09-17 $0.000

His model price is $37.35, a 40% upside. It is right at the bottom of one of EBV +3 one of his levels. Great support. Yield of 3.01%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
PAST TOP PICK CVX-N Chevron Texaco Market Call (BNN TV) 2014-09-17 $0.000

(A Top Pick Oct 15/13. Up 9.49%.) Loves the value in this. His model price is $168.90, a 35% upside. To him this has potential to break up. There is a lot of implied value here. Nice dividend of 3.4%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
BUY DHR-N Danaher Corp. Market Call (BNN TV) 2014-09-17 $0.000

Over a long period of time, this has a nice growth in assets and a very consistent model price. His model price is $85.55, a 10% upside.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
COMMENT FB-Q Facebook Market Call (BNN TV) 2014-09-17 $0.000

His model price is $41, a 46% downside. His issue with this company is that they bought WhatsUp for $19 billion. That will double the assets of the company, which will probably have a big impact on his model price calculation. He is waiting for the completion of this.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
WAIT FRC-T Canyon Services Group Market Call (BNN TV) 2014-09-17 $0.000

His model price is $25.86. This is a small cap energy services company and creates a huge valuation in his calculations. Doesn’t think this is sustainable. Feels that all of these companies are coming back to a reasonable value.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
TOP PICK HSE-T Husky Energy Market Call (BNN TV) 2014-09-17 $0.000

His model price is $48.59, a 46% upside. Pays a nice dividend yield of 3.64%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
COMMENT LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2014-09-17 $0.000

Has been hitting new lows. Its high was back in 2011 at $40. He has a model price of $46.05. China is slowing down quite markedly. Thinks our material stocks are really picking up that slow down. This is at a crucial level in his programs (EBV +4) at $25.40. If there is a negative transit of that, this is a shoo-in to go to level EBV +3, his red line of $20.30, so there is downside risk.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
PAST TOP PICK MET-N Metlife Market Call (BNN TV) 2014-09-17 $0.000

(A Top Pick Oct 15/13. Up 17.06%.) Model price is $7.40, a 31% upside. His program is telling him that the market likes its assets. Quite a bit cheaper than Sun Life (SLF-T) or Manulife (MFC-T).

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2014-09-17 $0.000

Manulife (MFC-T) or Sun Life (SLF-T)? These are equal as to which one he likes. This one has a model price of $25.72, a 16% upside. You have got to love the insurance companies. 2.5 years ago they were both coming out of the blue (his strategy). He has been holding both and they are both great. Thinks they will do well.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
COMMENT PHM-N Pulte Homes Inc Market Call (BNN TV) 2014-09-17 $0.000

His model price is $32 and this is at a very good support level. If you like the homebuilders, this is probably a very low risk trade.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ No View
COMMENT REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2014-09-17 $0.000

He is not invested in REITs at all. Doesn’t like them. All REITs have a lot of debt. Also, they are pro-cyclical. Under IFRS (international accounting standards), they are allowed to capture gains in their portfolio and put them on their balance sheet. He can’t think of a worst thing to do for a cyclical such as real estate.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ No View
SELL RUS-T Russel Metals Market Call (BNN TV) 2014-09-17 $0.000

His model price is $48.04, a 33% upside. This is in a precarious position here as it is at the top of his zone. It could have a correction back to $30.37. If it got back to $30.37, he would be a Buyer. If he owned this, it would be on his sell list.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ No View
BUY SLF-T Sunlife Financial Market Call (BNN TV) 2014-09-17 $0.000

Manulife (MFC-T) or Sun Life (SLF-T)? These are equal as to which one he likes. You have got to love the insurance companies. 2.5 years ago they were both coming out of the blue (his strategy). He has been holding both and they are both great. Thinks they will both do well.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
PAST TOP PICK SU-T Suncor Energy Inc Market Call (BNN TV) 2014-09-17 $0.000

(A Top Pick Oct 15/13. Up 18.72%.) His model price is $79, an upside of 81%. He is willing to be patient and wait for the value to be created.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Yes View
WATCH SVY-T Savanna Energy Services Market Call (BNN TV) 2014-09-17 $0.000

Had liked the energy services sector, but it is coming off and coming off hard. His model price is $15.07, 106% upside, but it is coming down to a level of $7.07, and if it had a negative transit, it is going to go all the way back to $6.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ No View
WAIT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-09-17 $0.000

His model price is $48.11, a negative 6%. It is hitting right on its value but it has had a negative transit of EBV +4. He would be very watchful. It looks like it wants to go to EBV +3 of $41, which would create some value.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-16 $0.020

Markets. Thinks valuations are rich when looking at the PE’s, certainly in the US where it is 19.5 on the S&P and 23-24 for NASDAQ. Earnings growth has been okay, but nothing special. The moves that we have seen in the market over the last year have effectively been valuations being more highly rated or investors being willing to more highly value the earnings. He thinks it is vulnerable. If there were any likelihood of interest rates going much higher, people would start to draw in their horns. Doesn’t expect the Fed will drop interest rates at this time. What they have been doing is taking the $10 billion out of the QE4, and we are pretty close to taking all stimulus out.

Expects much higher volatility, especially given the record levels of margin debt, high valuations and the time of the year. It is amazing, with the geopolitical uncertainty, that the markets keep going. A pretty good time to take some of your profits.

Gavin Graham GLOBAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-16 $0.020

US banks? Has never been a big fan of US banks, because they did much worse than Canadian banks. Most of them cut their dividends and have the weight of the government regulation bearing down on them as well as enormous fines. Of them, Wells Fargo (WFC-N) has been consistently the best run. If you have to buy one, buy Wells Fargo.

Gavin Graham GLOBAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-16 $0.020

Markets. He has always had quite a bit of cash in his portfolios and it hasn’t hurt his results. Has been able to find some pretty decently valued companies. The overall domestic situation in the US is quite good and there is pretty decent economic growth. They may raise interest rates, but they are not going to start raising them dramatically. It is going to be very data dependent. The businesses he does own, he is quite optimistic about and there are good things to happen. There are probably some constituents in the Federal Reserve that would like to start taking a more hawkish stance, particularly just to maintain their credibility. The Fed is on a trajectory and will stop tapering at the end of October. At some time they will start raising interest rates, but it doesn’t mean they will start raising rates in January. The numbers are good, but there are still lots of warning clouds on the horizon, growth is still very modest and is likely to decelerate again after we’ve had a build up after very weak winter and spring numbers. Problems in Europe are also a bit of a drag. We are not going to see any huge inflationary pressures. There is no reason for the Fed to go and stomp on economic activity that they have tried so hard to foster.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-16 $0.020

Cash. How much should a retiree have in their portfolio? He is running little bit higher than 15%. Somewhere between 15% and 20% feels right to him. It puts you in a position of confidence when the market corrects and they start to sell off. Also, if you have cash, make it US$’s. He is positive on the US$.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH _N/A View
TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2014-09-16 $100.860

Thinks the new watch is going to be amazing because he thinks it is going to be part of the whole point of sale transaction. It’s on your body and the biometrics is going to work and will just scan your watch when you walk out of the store. Feels the company is transforming the whole shopping experience. The ApplePay is a really, really big deal and the watch is going to sync with that.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY AC.B-T Air Canada (B) Market Call (BNN TV) 2014-09-16 $8.960

(Market Call Minute.) This is the end of an economic expansion, but it still has a high cost structure. If you want to be in a Canadian airline, be in Westjet (WJA-T).

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-09-16 $66.910

Have done some big deals and have made some pretty substantial acquisitions and have grown very rapidly. There is nothing that says you can’t combine car dealerships and get efficiencies, but he is really concerned about the Canadian consumer, which has a lot of instalment debt and a lot of mortgage debt. Car loans are very, very expensive. At this stage of the cycle and with Canadian economic situation being as tenuous as it is, he would not want to own a company selling cars with the majority of the people relying on debt. There have been discussions that the CEO may buy the land with the dealership going to the company to help finance things. He doesn’t like it when interests are not aligned with shareholders.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY ATP-T Atlantic Power Corp. Market Call (BNN TV) 2014-09-16 $2.810

They have slashed the payout and are now trying to sell themselves. The stock price has just plummeted. This is the problem with these former income trusts with very high payout ratios. In the end you have to ask is it well covered and what is the percentage that is being paid out.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY BX-N Blackstone Group LP Market Call (BNN TV) 2014-09-16 $32.500

Private equity companies are enormously profitable and really cheap because the difficulty is that it is really “deal flow” (?) for them. They cash in on some of their private equities. When you have a strong market like we have had over the last couple of years, you can float stuff off. There have been a raft of IPOs at very good valuations, and the private equity guys have been raking in even more, which is why they are at low valuations. This is probably not the right time to be in any of them.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2014-09-16 $21.040

Still way below where it was back in 2010-2011. This is a reasonable entry point, if you believe uranium prices are going to remain at this higher level. They also might finally get some growth in production bringing on its new mines.

Gavin Graham GLOBAL CAUTIOUS Unknown View
TOP PICK CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2014-09-16 $24.610

This is the content part of the Shaw family of companies. Children’s and women’s programming. Stock price hasn’t done a great deal in the last year. Raises its dividend consistently, and has bought a couple of French language channels in a couple of radio stations. It is now the 2nd largest French language producer of content. Trading at around 12X this year’s earnings. Yield of 4.43%.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-09-16 $45.740

This, along with Suncor (SU-T) are probably the 2 premier energy stocks. Has done well this year, but has been peaking out in the last year. The cyclicality is such that this is the right time of the year.

Gavin Graham GLOBAL CAUTIOUS Unknown View
BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2014-09-16 $80.720

(Market Call Minute.) Yield of about 1.3%, but it keeps making its dividend and the stock price does really well. Really well-run.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-09-16 $80.720

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He thinks both of these look a little bit rich as compared to other transportation companies. If he was in the sector, it would be something like FedEx (FDX-N) or UPS (UPS-N).

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-09-16 $225.960

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He thinks both of these look a little bit rich as compared to other transportation companies. If he was in the sector, it would be something like FedEx (FDX-N) or UPS (UPS-N). Hunter Harrison seems to have done a phenomenal job of turning this around and is saying there is still a lot of operating leverage to take place, so if you have to pick one, he would probably go with this one.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK CPA-N Copa Holdings Market Call (BNN TV) 2014-09-16 $116.620

(A Top Pick Sept 13/13. Down 13.45%.) Panamanian airline, the largest in Latin America. Very well run. Growth has been slower because of the Venezuelan situation. Still likes.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-09-16 $42.360

They have done a great job of executing. They have sold so much equity and it is owned by so many retail investors and portfolio managers that they need to go and find some new investors. They also need to say to Canadian dealers who have made a killing selling new issues for them, “We’re going to the US and hire Merrill Lynch and find some new investors.”. These deals are just too big. Company has done a great job of executing, but it is strictly a case of flow of funds, too many shares in too few accounts.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
COMMENT CSCO-Q Cisco Market Call (BNN TV) 2014-09-16 $25.220

This was the Apple (AAPL-Q) in its day back in 2000 and is still below where it was. However, it is a really well run company and has loads of cash. Looks like demand on the front end is dropping off somewhat. This may be the time to move out of large-cap tech and move into something like the oils or something a little more defensive. 3% dividend return.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT CVE-T Cenovus Energy Market Call (BNN TV) 2014-09-16 $33.460

Will it spin off its royalty assets? A number of companies have done so and the market is prepared to pay up. This company could do so. This has quite a good growth profile. He would prefer Suncor (SU-T) and Canadian Natural Resources (CNQ-T).

Gavin Graham GLOBAL CAUTIOUS Unknown View
BUY CWB-T Canadian Western Bank Market Call (BNN TV) 2014-09-16 $40.350

Likes this. Has been a consistently successful operation. It’s in the fastest-growing economy of Alberta and the Prairies.

Gavin Graham GLOBAL CAUTIOUS Unknown View
PAST TOP PICK CWW-T iShares S&P Global Water E.T.F. Market Call (BNN TV) 2014-09-16 $23.770

(A Top Pick Sept 13/13. Up 21.66%.) ETF on water related companies. This is a big, long-term trend. Half of this is utilities and half of it is water purification equipment manufacturers. This is one that you can stick in your bottom drawer for 5 years and it will do very nicely.

Gavin Graham GLOBAL CAUTIOUS Yes View
BUY DH-T DH Corporation Market Call (BNN TV) 2014-09-16 $33.300

(Market Call Minute.) Have effectively become a mortgage processor, a very successful move.

Gavin Graham GLOBAL CAUTIOUS Unknown View
TOP PICK DRG.UN-T Dream Global REIT Market Call (BNN TV) 2014-09-16 $9.040

This is a portfolio of German property that it bought from Deutsche Post. It has used the cash it raised to buy good quality office buildings to complement that. A Korean pension plan has bought a half share in 7 of the office buildings for €120 million. Payout ratio of about 91% of adjusted funds from operations. Yield of 8.85%. A good play on the German economy.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT EMA-T Emera Inc Market Call (BNN TV) 2014-09-16 $33.710

Has done very nicely over the last year. This is an interest rate play. If interest rates start to move up there will be a pullback, but for the moment this is a very solid, steady, slow grower, and you are probably looking at an 8%-10% total return of which about half is the dividend. A very solid thing to buy.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY FSZ-T Fiera Sceptre Inc. Market Call Tonight (BNN TV) 2014-09-16 $13.430

They have been buying up money management companies. They have a big shareholder in National Bank (NA-T) when they bought out one of National’s businesses. What he doesn’t like is that they are thinking of buying wealth management companies similarly to the way they have been buying institutional money managers. Thinks this is a very, very dangerous strategy to pursue.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
BUY G-T Goldcorp Inc Market Call (BNN TV) 2014-09-16 $27.780

(Market Call Minute.) The largest gold company with the best management. It will continue to see growth in production even if the gold price doesn’t move.

Gavin Graham GLOBAL CAUTIOUS Yes View
COMMENT GIL-T Gildan Activewear Inc. Market Call Tonight (BNN TV) 2014-09-16 $60.070

Recently looked at this and it is a company that deserves close attention. There has been a drop in cotton prices recently, which could be a big boon to their margins. Also, they are looking to expand their market share and potentially get into new products. These things have all had very big moves. A big component of their profitability is cotton prices, so you have to keep your eye on the weather. A low-margin product with a big input cost. He would not likely own this one.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
BUY GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-09-16 $104.760

Trading at reasonable valuations. The drug they have is a big deal and it works. They also have some good drugs in the pipeline. It will be volatile and you have to worry that somebody else will come up with a cheaper solution.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK GOOGL-Q Google Market Call Tonight (BNN TV) 2014-09-16 $588.780

Thinks that 80% of the world is working off this company’s operating system for mobile and mobile is really the way we are all going. YouTube is a hugely undervalued asset. The fact that they are able, with all that cash, to acquire and invest in developing new technologies, makes it a company that you just have to own. Very reasonable valuations.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY GS-T Gluskin Sheff and Associates Market Call Tonight (BNN TV) 2014-09-16 $31.200

They’ve done a good job of managing money. The only thing he would point out is that 2-3 years ago, they were probably trading at 6-7 times EBITDA, which is a reasonable number to buy a public money management company. This is now trading at around 13-14 times EBITDA. Pretty rich valuations.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT HBC-T Hudson Bay Co. Market Call (BNN TV) 2014-09-16 $15.250

The big thing with this is its Sak’s acquisition that has “stay-at-home” growth. On the operational side, this might be some improvement. Real estate spin out might be nice, but frankly you want the underlying business to actually be working okay.

Gavin Graham GLOBAL CAUTIOUS Unknown View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2014-09-16 $10.630

Base metal stocks have been suffering. This one has actually been doing a little better and has been the exception. Still well below where it was back in 2010-2011. If you want to switch into energy producers such as Canadian Natural Resources (CNQ-T) or Suncor (SU-T), it would probably not be a bad move.

Gavin Graham GLOBAL CAUTIOUS Unknown View
TOP PICK IFC-T Intact Financial Market Call (BNN TV) 2014-09-16 $72.240

One of the largest property/casualty insurers. They consistently make a profit underwriting, so their costs to revenue is consistently below 100%, which is very rare in insurance. Trades at 11.5X earnings. Yield of 2.66%.

Gavin Graham GLOBAL CAUTIOUS Yes View
PAST TOP PICK INTC-Q Intel Market Call Tonight (BNN TV) 2014-09-16 $34.930

(A Top Pick Oct 8/13. Up 60.79%.) Hit his target so he sold his holdings at around $27-$28. We do have a good PC upgrade cycle and they do seem to be doing things well in the mobile market, but there are rumours that they are paying people to use their chips.

John O'Connell, CFA NORTH AMERICAN - LARGE BULLISH No View
COMMENT IRE-N Bank of Ireland (Gov & Co) Market Call (BNN TV) 2014-09-16 $16.620

Lloyd’s Bank (LYG-N) or Bank of Ireland (IRE-N)? This is a more leveraged bet to a recovery. Ireland is trying to repay the IMF tranche of its bailout from 2010. This would be the one he would go for.

Gavin Graham GLOBAL CAUTIOUS Unknown View
DON'T BUY KKR-N KKR & Co. LP Market Call (BNN TV) 2014-09-16 $22.690

Private equity companies are enormously profitable and really cheap because the difficulty is that it is really “deal flow” (?) for them. They cash in on some of their private equities. When you have a strong market like we have had over the last couple of years, you can float stuff off. There have been a raft of IPOs at very good valuations, and the private equity guys have been raking in even more, which is why they are at low valuations. This is probably not the right time to be in any of them.

Gavin Graham GLOBAL CAUTIOUS Unknown View
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