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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) 2015-03-26 $0.000

Markets.  The market looks expensive.  Western Canada had been the driver in Canada.  The manufacturing base in Ontario is not robust enough to make up for it.  Things that are low risk in earnings are just too expensive and the cheap ones are tied to Western Canada.  In the last couple of years we had weak Q1s and then it got better throughout the year – maybe this year.  He looks at anything that pays a dividend.  Some are more bond-like.  Others pay little but have much more ability to grow the dividend over time.

Jeff Young CANADIAN DIVIDEND CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-26 $0.000

Food Stocks.  He does not have any exposure.  It is overvalued relative to its growth prospects.  It is a very competitive environment.  Maple Leaf (MFI-T) looks the most interesting, however.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
WATCH ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-03-26 $0.000

It’s a good business model.  The numbers looked good but the outlook was bleak in the last report.  Some of the issue is weather-related (East Coast).  They need to do more acquisitions and they need to be outside of Alberta.  They may use this opportunity to buy some dealerships that were not going to sell previously.  He will add to it eventually.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
WATCH BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-03-26 $0.000

Likes it for the longer term.  Might be susceptible to a market pullback.  They are looking at more investment in Brazil and Europe.  Don’t rush in at this point.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-03-26 $0.000

A tough call.  It is about the ‘C’ series catalyst.  They are 80% of the way through the testing.  If they finish by end of year they can get a few more orders.  It is a cheap stock but very much a show-me story.  The Paris air show is coming up and they might get some orders out of that also.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
WAIT BCE-T BCE Inc. Market Call (BNN TV) 2015-03-26 $0.000

Recently sold it because he thought it was overly expensive.  A good, safe yield.  There are some CRTC issues but he does not think they are meaningful to the stock price.  $50ish is a good re-entry point.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
TOP PICK BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-03-26 $0.000

(Top Pick May 22/14, Down 54.04%) He probably should have sold and come back later.  It has good assets and a good cost base and they are a good company.  When oil prices start to recover they will be a prime beneficiary of that.  It is a high quality company and just needs some support from oil prices.  He is not suggesting people back the truck up but just put a toe in.  6% yield.  The Saudis can’t produce oil for the entire world and no one but they can make money at these levels.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
DON'T BUY CPB-N Campbell Soup Company Market Call (BNN TV) 2015-03-26 $0.000

Kraft/Heinz deal:  It put all of these companies into play in people’s minds.  But he does not see a lot of value in these names.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
DON'T BUY CPD-T iShares S&P/TSX Preferred ETF Market Call (BNN TV) 2015-03-26 $0.000

Not a huge fan of index, passive investing.  This especially does not make sense in the preferred share market.  You need active management to do it properly.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
BUY D.UN-T Dream Office REIT Market Call (BNN TV) 2015-03-26 $0.000

Not the most highly regarded trust out there.  Decent exposure to Calgary office space.  But everyone knows about these concerns.  It has an 8% yield.  The dividend is safe.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
WEAK BUY DOL-T Dollarama Inc. Market Call (BNN TV) 2015-03-26 $0.000

It just won’t quit.  They increased their view of how much they can expand in terms of stores.  It is defensive.  He can’t get over the valuation but clearly it has been going up and still will.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2015-03-26 $0.000

Gas is the primary driver of this one.  There continues to be lots of gas.  Even if production pulls back it is easy to put it back on.  He can’t see the price of gas going up dramatically.  They had lots of balance sheet issues, but addressed those with an equity raise.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
WEAK BUY FRU-T Freehold Royalties Market Call (BNN TV) 2015-03-26 $0.000

Oil and gas royalty company.  The attraction is the lower operating risk, but you are still exposed to the commodity price.  It is a call on oil prices.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
PAST TOP PICK IGM-T IGM Financial Inc. Market Call (BNN TV) 2015-03-26 $0.000

(Top Pick May 22/14, Down 9.17%) It was about turning around redemptions.  Earnings have gone up but there was compression of their multiple because of pressure on their fees.  His price target is down a little from last year.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
DON'T BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-03-26 $0.000

They had a 2 for 1 split today.  It should not have a big impact on the price.  It is tied into the US economy.  It is cheap on a PE ratio but it is at the high end of its range.  It is a popular stock and could be susceptible if we get more of a market correction. 

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-03-26 $0.000

The tax changes were not that meaningful for them.  It will not hurt the dividend.  He is out of the name because of lack of demand and more supply coming on.  Prefers AGU-T but is not in that right now either.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
TOP PICK PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2015-03-26 $0.000

It has come down quite a bit, but he likes the assets.  They touch more than half the oil moving around Alberta.  They have assets where he expects development to continue.  They have a decent dividend and decent growth prospects.  If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
BUY REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2015-03-26 $0.000

Very good, stable stock.  Retail plazas around the country.  Not a ton of growth so they are captive to interest rates.  A high quality company.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
WATCH SJ-T Stella-Jones Inc. Market Call (BNN TV) 2015-03-26 $0.000

He sold it on valuation, but the business has done very well.  There is a consolidation going on across North America in that industry.  It is a bit of an illiquid trader as well.  Re-enter below $35.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
PAST TOP PICK SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-03-26 $0.000

(Top Pick May 22/14, Down 19.14%) They are going to fight the charges.  The employees left in the company had nothing to do with it so it is a pity to punish them for it.  They are forbidden from bidding on Canadian government contracts now.  The valuation is reasonable.  They have infrastructure assets they are monetizing. 

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
DON'T BUY TCN-T Tricon Capital Group Market Call (BNN TV) 2015-03-26 $0.000

They continue to deliver.  The company has done very well.  They just bought several hundred single family homes in the US.  They also have a land development business.  It is a bit expensive.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
HOLD TD-T Toronto Dominion Market Call (BNN TV) 2015-03-26 $0.000

The valuations on banks are not hugely challenging but the growth targets are not high.  He does not think credit issues in Alberta are significant.  They are okay and you get almost a 4% dividend.  It won’t be the best year for them but that is in the price.  A good long term place to be and he likes their US exposure.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
WATCH TS.B-T TorstarCorp (B) Market Call (BNN TV) 2015-03-26 $0.000

The dividend is safe for the foreseeable future.  They have a lot of cash on the balance sheet and the question is what they are going to do with it as the newspaper part of the business looks dismal.  Wait to see what they are going to do.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
BUY VSN-T Veresen Inc Market Call (BNN TV) 2015-03-26 $0.000

The future is all about Jordan Cove and bringing it in on time and on budget.  It does not have a lot of energy price exposure in the near term. 

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
COMMENT WCP-T Whitecap Resources Market Call (BNN TV) 2015-03-26 $0.000

Just did an equity raise.  It has done very well.  A high quality company.  Well hedged this year.  If oil prices start to move up you won’t have as much leverage with this name.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
WATCH WFT-T West Fraser Timber Market Call (BNN TV) 2015-03-26 $0.000

Move from Energy to Timber?  You are moving from one cyclical to another but the factors are different.  It is related to US housing and some Chinese buying.  WFT-T is his favourite.  He is looking to reenter it.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
WEAK BUY WIN-T Wi-Lan Inc. Market Call (BNN TV) 2015-03-26 $0.000

Does not follow it closely.  They have been working on finding ways to fund these legal battles they fight.  They are looking at partnering with legal firms.  It is not a steady state in terms of earnings growth.  The payout is safe at the moment.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
TOP PICK WJA-T Westjet Airlines Market Call (BNN TV) 2015-03-26 $0.000

It has come off a bit after doing very well.  It is the perpetual problem with airlines where they overbuild capacity and demand is not there to keep it up.  They are expanding into more holiday travel.  It sold off on the Western Canada worries and he thinks it is overdone.  They have this economy of premiums and they continue to find ways to add to their revenue line.  The risk is if the economy turns down and air travel falls.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-25 $0.020

Markets.  We are in a battle between the deflationary debt and deleveraging, and the central banks printing money.  This has been going on since 2009.  In the smaller cap commodity side things have been very negative for 3 years now.  We are heading into ‘pre-announcement season’.  You are likely to see some pretty big misses and that could put downward pressure on equities.  He is seeing some definite rolling over in global trade.  We could be at a cyclical peak in the inventory cycle.  He tries to find companies that have unique characteristics that are not dependant on short term cyclical factors.  He shorts cyclical companies with negative currency exposure.  We are heading into the weakest period of the year for metals.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-25 $0.020

Markets.  On the US economy he is optimistic but not so much on the markets.  The first quarter is going to be difficult.  The strong dollar, lower exports, and is energy collapsing, but 2.5-3% growth should occur in the rest of the year.  It will pick-up because of the price of gas.  Americans live pay cheque to pay cheque and so this will translate into consumer spending.  There is a lag until that really flows into retail sales.  Canada is different with its bigger exposure to energy, which will bleed through to the rest of Canada.  You add to that how emerging markets are still facing a lot of growth challenges and that will weigh on commodities.  Also our consumers are quite levered.  Canada is much more challenged.  Just because we have been up for 6 years does not mean we can’t go for 7.  But we have seen an increase in volatility.  Earnings are not increasing right now, so the multiple would have to go higher for the market to go higher.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2015-03-25 $123.380

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
COMMENT AC-T Air Canada (B) Market Call Tonight (BNN TV) 2015-03-25 $12.800

The airline industry has gotten a lot better in Canada and the US.  Load factors are a lot higher.  Fuel is much cheaper.  Fuel surcharges are still on the ticket and now baggage charges.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2015-03-25 $2.120

Has been a tragic story even before the oil price went down.  They have relatively high cost plays.  It looks like a stranded asset.  He would prefer a producing asset that could pay you a dividend.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
HOLD AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-03-25 $28.740

If you can get through the legal overhang there is probably upward potential.  You will have to ride it out.  For the next number of months you will have headline risk.  Given the cash flow potential and the growth potential of the company, it is appealing.  He likes to have significantly more upside potential than downside risk.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-03-25 $2.540

You could argue that you get the aerospace business for free, but they lost enough time on delivering the ‘C’ series that they allowed competitors to eat into what would have been an appealing market for them. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
DON'T BUY BDT-T Bird Construction Income Fund Market Call (BNN TV) 2015-03-25 $9.960

They have exposure directly to energy bit also to construction out west.  He has been short the stock since the energy decline.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
COMMENT BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2015-03-25 $143.560

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-03-25 $19.480

They just lost an equity financing.  Historically it was thought of as a heavy oil play and now it is a light oil play.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
PAST TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-03-25 $19.480

(Top Pick Feb 11/14, Down 48.26%) He sold in the spring after it ran up.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
PAST TOP PICK BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2015-03-25 $3.190

(Top Pick Apr 21/14, Down 69.70%) He sold it just after he recommended it, taking a small loss. 

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
TOP PICK CAM-T Canam Group Inc. Market Call (BNN TV) 2015-03-25 $12.560

Commercial construction the US.  They also offer architectural and design services.  More than a $ billion back log.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-03-25 $83.950

He owns CP-T.  As a group he is not in love with rails.  CNR-T’s free cash flow conversion has not been as good as other rails.  Grain was a big bumper crop a couple of years ago and now he thinks there is only downside in grain shipments.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
BUY CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2015-03-25 $24.240

He has held it for 4 or 5 years.  About 18 months ago they switched the marking for Wiesers to their parent company.  They are gradually rolling this out in the US and are doing well.  He could see this being taken out.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
DON'T BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2015-03-25 $84.100

It is now at the level where they did a huge acquisition of drug portfolios.  They had to do a big debt and equity issue.  Prefers MSL-T.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
WAIT DGC-T Detour Gold Market Call Tonight (BNN TV) 2015-03-25 $11.420

Gold companies doing well last year were operating in geographies where they benefited from declining currencies.  In the last little while we saw the Canadian dollar getting back some of the ground so the trade goes the other way.  The gold price itself is fighting against the idea that the Fed will raise rates.  He is not near term bullish on gold, but it will do better in 3 to 5 years. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
BUY DR-T Medical Facilities Corp. Market Call (BNN TV) 2015-03-25 $16.460

Solid management team, and a tail wind due to currency.  Revenues are in US dollars and dividends are in Canadian dollars.  He would definitely take a look at it.  6.7% dividend.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
TOP PICK EFN-T Element Financial Market Call Tonight (BNN TV) 2015-03-25 $16.550

Announced a new Chairman today.  The chairman is now separate from the CEO position.  Pretty strong organic growth.  Earnings growth in the 30% or better range.  16 times this year’s and 12 times next year’s earnings.  They won’t pay cash taxes for a long time.  He has had it for a couple of years.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2015-03-25 $62.200

Stock vs. Stock.  ENB-T vs. TRP-T.  His preference is ENB-T.  Seems like a better growth profile that is easier to predict.  An easier way to make money going forward.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
HOLD GE-N General Electric Market Call Tonight (BNN TV) 2015-03-25 $24.910

They have a big energy exposure, and international business weighs on them.  Their industrial business is doing well and they have a huge cash pile off shore.  It may not get a fast move in the stock price but it could be a good long term hold.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
PAST TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2015-03-25 $53.410

(Top Pick Feb 11/14, Up 55.62%) They can certainly afford to do another deal.  They de-levered from the debt they took on when they did the European acquisition.  It is a top 5 holding for him. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
PAST TOP PICK GM-N General Motors Corporation Market Call Tonight (BNN TV) 2015-03-25 $37.380

(Top Pick Feb 11/14, Up 10.70%) He rotated out of GM-N and went into parts makers.  It was proving to be so painful with the recall mess.  There is tremendous long term value there and a lot of capital to be potentially returned.  He moved to MG-T and LNR-T.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
PAST TOP PICK GXI-T Guestlogix Market Call (BNN TV) 2015-03-25 $0.800

(Top Pick Apr 21/14, Down 37.98%) They announced a bunch of contracts for global new deployments and some of them have now been pushed out and margins on renewing contracts are lower than the street had forecast.  He has almost no position left.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
TOP PICK HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2015-03-25 $25.560

They have tremendous real estate in every city across the country.  You add to that what Saks had and he feels it is a tremendously undervalued company.  It is run by someone who is a real estate guy who is really good at surfacing value from real estate. 

Mid $30s John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
WATCH INP-X Input Capital Corp Market Call (BNN TV) 2015-03-25 $2.950

They purchase revenue streams from farmers of Canola seed.  He likes it.  They are supposed to come out with numbers in early April.  He thinks there is a chance for it to become quite large and if they get enough size they can start charging premiums and have better pricing power in the marketplace than an individual farmer could have.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
COMMENT KDX-T Klondex Mines Ltd Market Call (BNN TV) 2015-03-25 $2.700

They have properties in Nevada and have had good drilling success recently.  But he is negative on the commodity.  He thinks the project is economic, however.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
BUY KRFT-Q Kraft Foods Group Market Call Tonight (BNN TV) 2015-03-25 $83.170

The deal makes sense.  The private equity group they are working with have a great track record.  He thinks they will make it a better business over the next 3 to 5 years.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
DON'T BUY LTS-T Lightstream Resources Market Call (BNN TV) 2015-03-25 $0.940

Stay away.  Lots of debt on the balance sheet.  The dividend was cut. 

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
DON'T BUY MIC-T Genworth MI Canada Inc. Market Call (BNN TV) 2015-03-25 $30.000

If the housing market got really bad (dropped 20-30%) here this company would go to zero.  This is unlikely, however.  This is a very binary type of situation.  It is like picking up nickels in front of a bulldozer.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
PAST TOP PICK MSL-T Merus Labs International Market Call (BNN TV) 2015-03-25 $2.730

(Top Pick Apr 21/14, Up 73.91%) Still one of his largest positions.  They settled a patent suit.  It is a bit of a roll up story.  They are likely to do more acquisitions.  Thinks the stock will go materially higher.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
BUY MU-Q Micron Technology Market Call Tonight (BNN TV) 2015-03-25 $26.570

Memory chips.  There have been concerns on DRAM prices dropping.  But he thinks it is a great buy.  He likes it here and thinks the industry will prove itself.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
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