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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) 2015-07-29 $0.020

Markets.  As a value investor, he is finding some opportunities. This market is in a great deal of turmoil. We not only had worries about Greece leaving the union, but still have yet to face some of the larger problems that are about to come up in Europe with other countries that are also in a lot of debt. Also, we still have the worries about slowing in China, which is going to affect commodity prices. This has all come to bear on the Canadian market quite a bit. On top of that there is the collapse of oil prices. It is in this kind of environment that value investors have really got to start sniffing around over the next business cycle to find good quality companies with good balance sheets that they can buy today. It would be companies that will not only prosper over the next cycle, but able to take advantage of opportunities that may arise in this environment. He is beginning to see a little bit of that in the oil/gas sector. We could be in a malaise for quite a while. There really hasn’t been a technical correction yet. It wouldn’t surprise him to see us test more lows over the next couple of months. People who have reserved cash will have some real opportunities. As a value investor, you have to really look at the balance sheets.

Michael Sprung CANADIAN LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-29 $0.020

Crude oil. Within the economy, the energy sector is approximately 10% of GDP. Over the next cycle, we are going to see an improvement in the conditions within the energy sector, but he doesn’t know how long it remains in the current malaise. Doesn’t know where the bottom price of oil is going to be, so look for those companies that have fairly strong balance sheets and that could potentially take advantage of their weaker competitors.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
HOLD A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-29 $0.020

Canadian Banks?  He owns a basket of these. His primary holdings are Royal Bank (RY-T), Bank of Nova Scotia (BNS-T) and CIBC (CM-T). Thinks the banks are in a fairly good position. Multiples have come off quite a bit. Bank dividends are safe, and he would expect that over the next cycle there will be dividend increases.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-29 $0.020

Markets. Taking out his cash and short positions, he is sitting at about 75% Long, with some Put options as well. Has seen probability of a negative event occurring in the next few months and is building up a shopping list of names that he would like to buy. Companies that have reasonable valuation and doing a lot of their business outside of Canada is a theme that has been working exceptionally well for him. This separates a lot of Canadian portfolio managers from smaller, nimble funds like his, which is able to dabble in those sorts of names. His Buy list is in stocks that are trading near 52 week highs, but he just wants to buy at more attractive valuations.

James Telfser CANADIAN UNKNOWN _N/A View
DON'T BUY ABX-T Barrick Gold Market Call (BNN TV) 2015-07-29 $9.380

This is a bit more speculative than it is an investment; it has a very high risk/reward return profile. If the price of gold starts to go up at all, this will certainly prosper from some operating leverage. Right now they are in the position of having a lot of debt and having to dispose of some assets. There are more secure companies to hold in gold than this one.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
TOP PICK AGT-T AGT Food & Ingredients Market Call (BNN TV) 2015-07-29 $30.640

The seem to be in the right place at the right time with more and more of the world turning to other forms of grain/pulses, as a substitution on gluten ingredients. Next year is the year of the pulse, which will give them a lot more attention. They have been expanding their food ingredients side. This is one of the dominant players in pulses globally. Dividend yield of 2.01%.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
COMMENT AHF-T Aston Hill Financial Market Call Tonight (BNN TV) 2015-07-29 $0.450

There is nothing wrong with their funds or the way the company is being managed, there is just a lot of negative press all at once. Lost a big IA sub-advisory deal, which was a ton of assets. Even though it was well televised that it was going to happen, the market still seemed to be spooked by it. They cut their dividend which was probably a good thing. Pretty cheap at these levels and he wouldn’t be worried about it if he were holding it. It is going to take a few quarters, even 12 months, for them to get back on track again and get the company going.

James Telfser CANADIAN UNKNOWN No View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-07-29 $31.620

There is a lot of controversy. When you have these sorts of stories that have a lot of negative news bouncing around, and you don’t know what the answer is, it would be a worry. The valuation is not compelling enough for him to get involved.

James Telfser CANADIAN UNKNOWN No View
BUY on WEAKNESS BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-07-29 $45.320

This is worth a bit of a premium. A very well managed company. Have very effectively raised money time and time again to deploy in large infrastructure projects. Has a small position. If the price were to come off another 5%-10%, he would be buying more.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-07-29 $1.950

There are a lot of issues that are sucking a lot of cash out of the business. They have $9 billion of debt on their balance sheet, and now they have to do something about it. Had to issue a bunch of equity at $2.25. A lot of selling pressure on the name.

James Telfser CANADIAN UNKNOWN No View
PAST TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-07-29 $14.770

(A Top Pick July 28/14. Up 6.7%.) This was a Top Pick again for him recently. They recently announced they were selling their mining business, a very small part of their business. He thinks they are going to stick with the avionics and health care side of the business for the time being. Has always been an extremely well-managed company and is very well positioned in the aeronautical industry. As economies globally, they’re going to be more airlines and more pilots needing training. They will also benefit from any increase in military spending.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
PARTIAL SELL CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-07-29 $165.400

A very well-managed company. When he looks at the current price and the multiples on it, it wouldn’t hurt to take some profits, perhaps 50%.

Michael Sprung CANADIAN LARGE UNKNOWN No View
COMMENT CFW-T Calfrac Well Services Ltd Market Call Tonight (BNN TV) 2015-07-29 $6.350

These are great names to get leverage to the oil space, but the first names you have to be out of when you see a crack in energy. The fracers, servicers and drillers get hit first. In his opinion, we are not at the bottom of oil yet.

James Telfser CANADIAN UNKNOWN No View
TOP PICK CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2015-07-29 $11.300

Currently trading at a pretty low valuation based on 1st quarter earnings, which were quite poor, and 2nd quarter earnings which are not expected to be great. This is a seasonal business where the 2nd half is usually much stronger. Raised a bunch of money recently at about $12.25. They have been talking a big game about making acquisitions and looking at assets. This is the sort of business where you if you can buy some quotas and consolidate the industry a little, there are a lot of synergies that can happen. Dividend yield of 1.42%.

James Telfser CANADIAN UNKNOWN Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-07-29 $19.420

Has always been a very well-managed company. For many years, although they didn’t earn it, it was largely supported by the DRIP program. As production and cash flow grew, they were able to cover that. They have run a very effective hedging program. Have 58% of their output hedged at around $88, and 2016 production hedged at around $83. Regarding cash flow, although numbers have come off considerably in the last while, he is still seeing forecasts for the next 2 years of about $4, which allows them to maintain that dividend. Have a lot of very good properties and a lot of potential properties to drill extensively over the next number of years.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-07-29 $19.420

Would probably be at the bottom of his list of energy stocks that he would buy. Always had a problem with them raising money to pay their dividends. They typically raise money which dilutes shareholders, and then the growth kind of disappears from that.

James Telfser CANADIAN UNKNOWN No View
PAST TOP PICK ECA-T Encana Corp Market Call (BNN TV) 2015-07-29 $10.070

(A Top Pick July 28/14. Down 56.8%.) This is under stress, but it is one of the major players. One of the nice things is the quality of their properties. Being one of the large players, they will eventually be one of the companies that will prosper. The dividend may not be secure, but this is not a stock that you own for the dividends.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
PAST TOP PICK ECI-T EnerCare Inc Market Call (BNN TV) 2015-07-29 $13.510

(A Top Pick July 28/14. Up 0.90%.) Yielding about 6.4%. They are still integrating the Consumer Home Services acquisition. This is adding to revenues and giving them a steadier fee income. The smart meter business continues to grow. A nice yield play to hold on to.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
PARTIAL SELL EFN-T Element Financial Market Call Tonight (BNN TV) 2015-07-29 $19.050

Has been a fantastic Canadian story up to this point. The last deal they made, with General Electric (GE-T), is going to be great. Sold his holdings in the high $19 area. This is a business that does have some kind of risks, and he only wants to take so much financial risk in his portfolio. Depending on how long you have been in this, it might be worth trimming some shares.

James Telfser CANADIAN UNKNOWN No View
PAST TOP PICK EH-T easyhome Market Call Tonight (BNN TV) 2015-07-29 $17.000

(A Top Pick Sept 12/14. Down 26.47%.) Still one of the great organic growth stories. Has been taking a little bit of a hit lately, even though it has been firing on all cylinders. Revenue growth is at 20%. Their loan book is up to $250 million and growing. Part of their issue is that they are running out of room on their debt facility, so they need to announce that they are refinancing some of their debt.

James Telfser CANADIAN UNKNOWN Yes View
COMMENT FFH-T Fairfax Financial Market Call (BNN TV) 2015-07-29 $664.630

Has a lot of respect for Prem Watsa, a truly great investor and has created a great company with this. Has probably done better on the investment side of the equation than on the underwriting side. Long-term this is a fairly good investment, but is controversial right now, as he has come to the market and asked them to lock in his voting control of around 41%. That has been diluted over the years from 85%. Because his control has slipped, he has had to come to the market time and time again to raise capital. As long as there is a sunset clause on that control block, it is probably all right. He does not like to see control blocks that can go generation to generation. If you can ever buy the stock at close to Book Value, it is a very good buy.

Michael Sprung CANADIAN LARGE UNKNOWN No View
PAST TOP PICK FSV-Q Firstservice Corp Market Call Tonight (BNN TV) 2015-07-29 $29.850

(A Top Pick Sept 12/14. Up 37%.) Split into 2 companies at the beginning of June and he continues to hold both. Both of them are growing by acquisition.

James Telfser CANADIAN UNKNOWN Yes View
HOLD FTS-T Fortis Inc. Market Call (BNN TV) 2015-07-29 $36.610

Really likes this company. A couple of years ago they made a major acquisition in Texas, which was really a game changer for them. Beyond that, their other power operations are operating pretty well. They continue to increase their rate base in places where they operate and future dividends are going to increase here still. At current levels, the payout is rather modest, so he thinks they can maintain the dividend for some period of time. You are earning 3.8% on a growing company.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
BUY GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2015-07-29 $48.340

Has a pretty good feeling about this stock going forward. He didn’t like the set up going into this quarter as it seemed revenue growth was going to be light, and it was. Was surprised to see the stock off 5% on the news. There has been some negative overhang on the stock ever since the Computer Sciences deal wasn’t pursued. The stock is now going to grow based on fundamentals. Margin growth is best in class. It looks like bookings have been quite weak for the last few quarters, so he wants to see that start to pick up. Valuation is right if you are a long-term shareholder.

James Telfser CANADIAN UNKNOWN Yes View
TOP PICK HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2015-07-29 $26.500

Doing great things to their stores, and it is increasing sales. Thinks the situation in Germany is very similar to what they had in Toronto. A few flagship stores with great property values that they have spun into a joint venture that they are really going to fix up and hopefully turn around sales. Also, have online strategies that they are going to focus on. Really the value is in the real estate. He calculates the NAV of around $35, and it is trading at a 25% discount to that. Yield of 0.75%.

James Telfser CANADIAN UNKNOWN Yes View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2015-07-29 $8.560

One of his primary holdings within the materials sector. This is the year that Constancia is coming on stream and he thinks free cash flow is going to grow fairly significantly. Likes their production profile and thinks it is going to build substantially. He could see them buying some other assets if they become available.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
DON'T BUY HCG-T Home Capital Group Market Call Tonight (BNN TV) 2015-07-29 $28.400

Just reported and it wasn’t a bad one. There are a lot of question marks about the quality of the loans they’ve been given. At the request of the Ontario Securities Commission, they had to let about 45 brokers go. They say that income data was falsified on mortgages representing $960 million, which is about 5.6% of their outstanding loan assets in 2014. The company doesn’t expect there will be big credit losses.

James Telfser CANADIAN UNKNOWN No View
SELL INP-X Input Capital Corp Market Call Tonight (BNN TV) 2015-07-29 $2.330

Were never able to generate what they said they were going to generate in cash flows on canola crops. That is the nature of a commodity type business like this. Expects the drought is not helping. If he were in it, he would probably move elsewhere.

James Telfser CANADIAN UNKNOWN No View
COMMENT ITP-T Intertape Polymer Group Market Call Tonight (BNN TV) 2015-07-29 $18.840

A great turnaround company. On his list of names that he likes. They have a new plant that is opening up in the Carolinas, which will take on a large amount of their capacity, which he thinks is going to drive margins further ahead than what the analysts are estimating. He likes the stability in their business. Generates a lot of free cash flow. Nice 3% dividend yield that is growing. A high-quality name to own.

James Telfser CANADIAN UNKNOWN No View
HOLD LNR-T Linamar Corp Market Call (BNN TV) 2015-07-29 $80.000

Right now the automotive sector seems to be firing on all cylinders and he sees sales, particularly in North America, at a very high level. In this environment, the automotive parts companies are doing very well, and a lot of their pricing is in US$’s. In the long term, more and more of these companies are going to benefit from outsourcing. They also own Sky Jack where sales have been picking up with improving margins.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
COMMENT MDA-T MacDonald Dettwiler & Assoc. Market Call Tonight (BNN TV) 2015-07-29 $82.060

A great company. The chart is looking quite attractive. Has a dividend yield of about 2%. They haven’t announced any satellite wins other than 1 this year. He wants to invest in great, solid companies that generate free cash flow with good ROEs at a good valuation when the backlog has really come off. This is exactly what he is seeing on this right now. It is close to the top of his buy list.

James Telfser CANADIAN UNKNOWN No View
TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2015-07-29 $22.980

Since the financial crisis, management has done a wonderful job of de-risking the company and making it less dependent on market trends, generating more fee income and turning it more into a wealth management company. Has opertations in Canada, the US and Asia. The operations in Asia seem to be growing quite rapidly. Recently paid about $1.2 billion up front for long-term distribution of products, which is going to serve them well in years to come. Will do very well with interest rate hikes, and he expects more dividend increases over the coming years. Dividend yield of 2.99%.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
TOP PICK MNW-T Mitel Networks Market Call Tonight (BNN TV) 2015-07-29 $12.010

A free cash flow type company that is getting a little bit more on the growthier side with the recent acquisition of Mavenir. Believes that after reporting a few quarters with Mavenir, which is growing at 25%+, you are going to see revenue growth going from 1%-3% to maybe 5%-6%. That is going to cause a re-rating in the shares if they can execute on that, which he believes they can. Trading at 9X earnings. In an environment, where he is having a hard time finding stocks trading below 15X, this name really stands out as being depressed, undervalued and underfollowed.

James Telfser CANADIAN UNKNOWN Yes View
COMMENT MRE-T Martinrea Market Call Tonight (BNN TV) 2015-07-29 $13.530

There has always been a problem in that it doesn’t ever get up to that same bar as the others. When you buy a stock like this you have to roll with the punches. They are going to miss a couple of quarters and are not going to execute perfectly. He is not interested in this. Would prefer Linamar (LNR-T) or Magna (MG-T).

James Telfser CANADIAN UNKNOWN No View
COMMENT NA-T National Bank of Canada Market Call (BNN TV) 2015-07-29 $45.520

A bit more of a domestic Canadian bank, but has been very successfully diversifying out West, which is maybe not as big a positive now as it was a year ago. Probably a fairly safe holding. Very generous dividend yield of about 4.7%.

Michael Sprung CANADIAN LARGE UNKNOWN No View
COMMENT NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2015-07-29 $16.300

This was recently a Top Pick of his, but has gone up since then. At $15 or under, it would be a really good buy. They are getting more and more revenues from their parts and service business which they have diversified into. One of the major bus manufacturers in North America, and are going to participate as cities have to not only renew, but expand their transportation fleets. Pays about 3.5% dividend yield.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
PARTIAL SELL PBH-T Premium Brands Holdings Corp Market Call Tonight (BNN TV) 2015-07-29 $33.810

On his list of companies that he really likes better trading at high valuations. Likes it a lot and thinks they are in a great spot to benefit from a lot of the trends that are happening. There are some risks to the name as well. If you own, consider taking some off the table. Feels the balance sheet is over levered at 4X.

James Telfser CANADIAN UNKNOWN No View
COMMENT PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2015-07-29 $1.010

Michael Dalsin launched a fund where he is putting some of his shares with another portfolio manager, where they are going to go after other deals similar to this. It looks like they sold a significant amount of shares which scared a lot of investors. He ended up exchanging them for units in the fund. On any kind of growth name like this, you have to be careful. You have to let these things shake out and don’t panic, and believe in the fundamentals of the company.

James Telfser CANADIAN UNKNOWN No View
WAIT PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2015-07-29 $23.480

He likes the name, the dividend and management very much. They have been executing extremely well on their growth plan. Have hit every single target that they set for themselves. This is reflected now in the valuation. He thinks there is some risk to earnings potentially, so you will probably be able to get in at a better valuation.

James Telfser CANADIAN UNKNOWN No View
DON'T BUY PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-07-29 $37.290

Stock chart doesn’t look that great and he has always thought they were a little bit overvalued, particularly where oil prices have come. Have a lot of projects in the pipeline, but he doesn’t think they are all going to come through. He would suggest Enbridge (ENB-T) instead.

James Telfser CANADIAN UNKNOWN No View
COMMENT SOX-T Stuart Olson Inc Market Call (BNN TV) 2015-07-29 $6.370

Within the engineering realm of companies, this is a little bit higher risk/higher return kind of scenario. Believes they will survive. They have worked through a lot of their projects which had fixed-price contracts. Have higher priced contracts coming on stream going forward. Unfortunately, they do a lot of work in Alberta with a lot of it tied to the energy patch. For that part of your portfolio where you are willing to take a little bit more risk and perhaps hold it a little bit longer to seek a higher return, this is all right. Dividend of 7.8% is probably fairly safe for the time being.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
TOP PICK SU-T Suncor Energy Inc Market Call (BNN TV) 2015-07-29 $34.620

Canada’s largest integrated oil/gas company. Have significant operations in the oil sands, which is holding them back for the time being, but they make a great deal of their operating profit from downstream operations. Right now refining and margins downstream are doing quite well. Excellent balance sheet with the wherewithal to take advantage of weaker competitors. Likes this as a long-term hold. Dividend yield of 3.35%.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
WAIT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2015-07-29 $34.620

Has always liked this and it is on his list of names to play in the event of a recovery in the next few years. Still sees some downside to it, but they have the downstream assets to offset a lot of the losses that they are seeing in the oil sands. It has all of the things you need in a name if you are investing in a depressed asset. Wait for a better entry point.

James Telfser CANADIAN UNKNOWN No View
PAST TOP PICK SVC-T Sandvine Corp. Market Call Tonight (BNN TV) 2015-07-29 $3.620

(A Top Pick Sept 12/14. Up 19.9%.) Traffic optimization on the Internet. If you need more broadband somewhere, they can manage the traffic. They also do deep packet inspection for the telcos. It is extremely well received outside of North America. He thinks the next step is for that to happen in North America, and this company is a leader.

James Telfser CANADIAN UNKNOWN Yes View
BUY TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2015-07-29 $11.290

A fantastic story and are building this from the ground up. They are buying land, selling it off and developing it. They own pieces of it and are doing a great job of monetizing the assets. There is a lot of institutional money that is looking for a place to go, and they are benefiting from this. Just announced they are starting to develop some high-end multi-residential buildings in the US as well as a couple in Toronto. Still a lot of room for this to grow.

James Telfser CANADIAN UNKNOWN Yes View
BUY WN-T George Weston Ltd. Market Call (BNN TV) 2015-07-29 $108.490

He likes this company. The largest component is Loblaw’s (L-T) which is doing very well right now. As of late, the performance of Weston has lagged, so he thinks there is a real opportunity in that the bakery business and their other operations seem to be doing a little bit better, and are primarily located in the US. They own a significant portion of assets in the US and have a very rich balance sheet with lots of cash. Have been known over the years to occasionally pay a large special dividend. He thinks it can go up from here.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
COMMENT YRI-T Yamana Gold Inc. Market Call (BNN TV) 2015-07-29 $2.580

They still seem to have the cash flow to cover their dividend. People are questioning what is going to happen to the reserves at Cerro Morro. The Malartic mines seem to be doing well. This is not really a low cost producer. If he were to see gold go under $1000 an ounce, a lot of these companies would be beat up even more, and we are not that far away from there.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-28 $0.020

Resources. The rout has now gone on for so long and has been so destructive. He has to force himself to actually get positive, because all the news is so bad that the resource sector has the ability to reset and is starting to see levels where they should be starting to reset. Hard to find anybody that is positive in anything. It is still high quality that he looks for. He is trying to be positive on the sector, but it wouldn’t surprise him if the main 10 stocks still went down to a final capitulation. He is trying to model everything out 3 years from now, and is trying to survive to get there. The balance sheet and not having a lot of debt are the most important things.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-28 $0.020

Markets. We had 6 good years and a lot of stocks were getting expensive, so it was tougher to find names that were still trading reasonably cheap. With the correction, we are going to see a lot more opportunities over the next few months. Energy and materials is more of a trading situation right now and is in the process of finding a bottom. In the medium to long term, 2 or 3 years, he has no doubt that oil and natural gas prices will be higher. Even gold and metal prices will be higher. However, there is a process, because we are still in a transition where supplies need to be checked and the demand needs to be devolved, and that takes a little while. He is opportunistically looking for names that he likes, which he thinks can sustain at even these low prices. This down market is natural and gives a better opportunity to buy. He expects to be fully invested over the next few months and is looking for an upturn into the end of the year.

Jim Huang NORTH AMERICAN OPTIMISTIC _N/A View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2015-07-28 $1.420

In the last 48 hours, everything has been ripped through and getting so beaten up that he is trying to find what could come out of this. This is probably not where you want to go first. They have big construction. There is no real clarity on it. It still comes up with some question marks.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Unknown View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-07-28 $23.490

Had not been bullish on this company because it was expensive and possible competition coming in. Since then, the stock has been cut by half and he has been getting more interested in it. They are hydro-vac people with a lot of exposure to the US. What is holding the company back is clearly their energy exposure and he still needs to figure out how much downside there is. This is getting more interesting.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-07-28 $44.580

Smart management team. Proven executors. This is why they get a premium valuation. Not a cheap stock, but if you believe management will continue to discover opportunities to increase fee revenues going forward, it’s a good long term hold.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
HOLD BB-T BlackBerry Market Call Tonight (BNN TV) 2015-07-28 $10.070

In the last couple of years, they have had new management, a shifting of focus and new products. Product has been somewhat lacklustre. Their phones are decent, but they haven’t had huge upticks. It is hard to compete with others. The issue right now is their transition to software focus, but that will take time. The good thing about this company right now is that they have a lot of cash. This will be more of a trading stock between now and the next little while.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-07-28 $1.820

This is a company with 2 sides. Railway equipment and aerospace. They have been spending a lot of energy in developing their new C series airplanes. Raised money earlier this year to improve their financial position, and there has been a lot of dissension. They now have new management and a new sales force. The critical thing for the next 12 months is to get more orders for the C series. If they can get that going, he thinks the company can turn around. It’s a critical junction for the next 12-18 months.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
TOP PICK BLX-T Boralex Inc. Market Call (BNN TV) 2015-07-28 $13.680

Has great long-term contracts and a very steady cash flow. They seem to be incrementally adding 2%-4% value per year. He feels he can double his money every 10 years. Yield of 3.84%.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Yes View
COMMENT BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-07-28 $11.630

This had the misfortune of buying a US asset at the peak of the market. The assets they bought are good quality as are the ones they have in Canada. Capable management. The debt load is pretty high at 4X cash flow, which is uncomfortably high. If you believe oil prices will bounce back quickly, this might be one that you want to own right now.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
BUY on WEAKNESS CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-07-28 $166.880

One of the big players in the label space. Have done very well operationally and, equally as important, consolidating smaller companies in order to continue to expand. That has made them very successful over the last 5 years. Fully valued at this stage. This is a name you should own, but not one you should chase on any given day.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2015-07-28 $30.370

(A Top Pick Oct 23/14. Down 21.76%.) Had just bought a half position at that time, and has now bought the balance. If the market got another thumping, this is the one he would add to.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Yes View
WAIT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-07-28 $19.120

Leveraged to the oil price, which has come down to $47. They are pretty much 100% oil. Very good management team and good operators in good oil fields. The issue is with the dividend at around 12%, clearly unsustainable at the current price. He thinks a wise decision would be for them to cut the dividend. Wait for a cut in the dividend before buying.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
COMMENT CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2015-07-28 $103.170

The whole health/biotech sector has been extremely hot over the last year. Some analysts think this is the next bubble candidate. A consolidator and has been doing very well. Execution is good and they have been able to do accretive deals. If you want to invest in the sector, he would suggest you wait for a pullback.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
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