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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) 2014-08-28 $0.000

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 

Darren Sissons GLOBAL LARGE BULLISH _N/A View
WEAK BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-28 $0.000

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-28 $0.000

Markets. He is still pretty well fully invested. He is not a Market Timer, but just buys businesses that he thinks are good value. Not overly concerned about having a correction, as he thinks it will be rather muted. If you bought the S&P on the day before it peaked in 2011, you would still have a 12% annualized rate of return, over that 3.5 year period. If we see markets fall, cash will come in and underpin it.

Don Lato NORTH AMERICAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-28 $0.000

Canadian Banks. Do you buy and hold? He tends to hold them. His favourite has always been Toronto Dominion (TD-T). If you were coming in with cash and looking to buy one bank, it would be TD. If you are looking to buy 2 banks, the 2nd one would probably be the Bank of Montreal (BMO-T). The commonality between the 2 is the exposure to the US market.

Don Lato NORTH AMERICAN OPTIMISTIC _N/A View
SELL AAPL-Q Apple Market Call (BNN TV) 2014-08-28 $0.000

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 

Darren Sissons GLOBAL LARGE BULLISH Unknown View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2014-08-28 $0.000

(A Top Pick Aug 26/13. Up 45.52%.) Thinks Sept 9 is going to be a big deal. We are going to see some new products and are also going to see a new business or 2. Thinks they still have the brightest and best research department in all of technology. Had more cash allocated to research over the last 2-3 years. If you don’t own, he would buy half now and half after Sept 9th.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
SELL ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-08-28 $0.000

Reported their earnings about 2-3 weeks ago which were a little disappointing. This has been a great performer over the last couple of years. One concern is what they are paying for their new businesses. They might be pushing the envelope a little bit too hard. The low hanging fruit has already been taken. In a rollup model you have to keep that momentum going, so you might end up taking your eye off the valuation a little. He passed on this one.

Don Lato NORTH AMERICAN OPTIMISTIC No View
WEAK BUY BAC-N Bank of America Market Call (BNN TV) 2014-08-28 $0.000

As they make more profit, the government will continue to take a little bit of money off them.  A change in government might change that.  These big money center banks will continue to grow.  Get the US banks on the downside and ride them up.  This one is a bit risky for him, however.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2014-08-28 $0.000

The outlook for this is fairly positive. They have had everything but the kitchen sink thrown at them, in terms of fines and penalties and recovery of the financial crisis several years ago. Trading at 10-11 times earnings and paying a fairly decent yield. He prefers the Canadian banks.

Don Lato NORTH AMERICAN OPTIMISTIC No View
TOP PICK BBT-N BB&T Corp. Market Call (BNN TV) 2014-08-28 $0.000

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.

Darren Sissons GLOBAL LARGE BULLISH Yes View
TOP PICK BP-N BP PLC Market Call (BNN TV) 2014-08-28 $0.000

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.

Darren Sissons GLOBAL LARGE BULLISH Yes View
DON'T BUY BX-N Blackstone Group LP Market Call (BNN TV) 2014-08-28 $0.000

He would avoid it due to the structure.  (See KKR-N today)

Darren Sissons GLOBAL LARGE BULLISH Unknown View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2014-08-28 $0.000

Is it more desirable to buy a stock directly before or after a stock split? It really doesn’t matter. If you buy it before the split, chances are you are probably going to pay a smaller commission because you are buying fewer shares. As far as he is concerned, he would be buying a business, and it would be valued the same as it was before a stock split.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-08-28 $0.000

(A Top Pick Aug 26/13. Up 51.67%.) Spent a good part of 2013 in the penalty box. A very, very well-managed company. Diversified across natural gas, heavy oil and light oil. Growing dividend and growing production. This is still a Buy at current levels.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
DON'T BUY DB-N Deutsche Bank AG Market Call (BNN TV) 2014-08-28 $0.000

They have had a number of challenges.  He does not think the EU banks had received direct injection of funds.  The UK offers better opportunities.  Be careful on continental Europe.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
WATCH DEO-N Diageo PLC Market Call (BNN TV) 2014-08-28 $0.000

Growth by acquisition story.  Now he asks, what is left to buy.  It will become more of an organic story going forward.  Once the market has digested that and once they pay down debt, there may be room to raise the dividend.

Darren Sissons GLOBAL LARGE BULLISH Yes View
BUY DKS-N Dick's Sporting Goods Market Call Tonight (BNN TV) 2014-08-28 $0.000

Still likes this. Had a mishap, which was largely golf related. Have taken some pretty drastic steps in curtailing the floor space allocated to golf and let go of a lot of their golf professionals in the stores. This was unfortunate as the rest of the business performed extremely well last quarter. They still had positive earnings and positive same-store sales. Trading at around 15-16 times earnings. Very well-managed company.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
DON'T BUY EFN-T Element Financial Market Call Tonight (BNN TV) 2014-08-28 $0.000

He has a policy that if he has been burned by management in the past, he tends to stay away from those companies. It has done well. This is a bit of a roll up strategy, where they keep buying in smaller leasing companies. Easy money has been made in this and growth prospects are fairly muted from this point on.

Don Lato NORTH AMERICAN OPTIMISTIC No View
HOLD GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-08-28 $0.000

Just added this to his portfolio during the dip in April-May. The main catalyst for the move on the stock has been the prescription numbers that come through on a drug called Solvaldi, which treats hepatitis C with a 96% cure rate. Trading at a ridiculously low multiple of about 12-13 times next year’s earnings.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY GOOGL-Q Google Market Call Tonight (BNN TV) 2014-08-28 $0.000

Next to Apple (AAPL-Q), this is his biggest weighting in technology. These are brilliant guys. They diversified the core business into other ancillary businesses. Spend a lot of money on R&D. Some of that has yet to come to fruition. The basic search engine is going to drive it for years to come. Trading at around 18-19 times earnings, which is a very reasonable multiple to pay for the growth that it has.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY GS-N Goldman Sachs Market Call Tonight (BNN TV) 2014-08-28 $0.000

This is not a pure bank, but is an investment bank. Got tarred and feathered in the 08-09 crises. Was trading at that time at about 2X BV. Currently trading at about 1.1-1.2 times Book Value and is pretty attractive.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY HCLP-N Hi-Crush Partners LP Market Call Tonight (BNN TV) 2014-08-28 $0.000

This has been one of the big winners for his portfolio. They mine fracing sand in Wisconsin. This is a limited partnership, so it pays out at fairly high distribution of cash. There are some issues for Canadians owning US limited partnerships with respect to withholding tax. Still lots of growth ahead. Trading at about 15X next year’s earnings. Increased their distribution each year for the past 2 years. 3.5% dividend yield.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2014-08-28 $0.000

(Top Pick Sep 11/13, Up 1.85%) The idea was that since the US was working, go to Europe instead.  European banks look good here and he is buying this one for clients.

Darren Sissons GLOBAL LARGE BULLISH Yes View
WAIT IBM-N IBM Market Call (BNN TV) 2014-08-28 $0.000

Did very well during the recession.  You are starting now to see a difference between old-tech and new-tech.  IBM will benefit from a recovering global economy.  If you get this at the correct price you can hold it multi-year and get growth and dividend.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
DON'T BUY JE-T Just Energy Group Market Call Tonight (BNN TV) 2014-08-28 $0.000

He would be concerned about the dividend, which is well in excess of 12%. The business has gotten much, much more difficult. There is a lot more scrutiny in what they do on door-to-door selling. Prospects for growth are questionable along with some accounting questions.

Don Lato NORTH AMERICAN OPTIMISTIC No View
HOLD JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2014-08-28 $0.000

Looks at this as a good long-term hold. Thinks the pharmaceutical industry still has a lot of growth ahead of it. This is one of the better growers because of the diversity of products, pharmaceuticals, consumer products and medical equipment devices. Trading at 17X earnings. 2.7% dividend yield.

Don Lato NORTH AMERICAN OPTIMISTIC No View
DON'T BUY KKR-N KKR & Co. LP Market Call (BNN TV) 2014-08-28 $0.000

The presumption is that it is a safe dividend.  But they are building upon multiple fund raises and often the house is paid first.  The ability to maintain the dividend is based on their ability to raise funds.  He would pass on it based on the structure.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2014-08-28 $0.000

Before the recession they were going take over the world.  Then they got into trouble and had to cut the dividend.  They remain in the penalty box.  Now rising interest and equity markets are not going to have as much effect on the valuation.  Prefers SLF-T.  There is more upside to banks outside of Canada.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-08-28 $0.000

Has performed pretty well over the last 18 months and still has a fairly nice yield. Just bumped the dividend last quarter. Trading at a pretty reasonable multiple. This would be a benefactor of higher interest rates. Likes their international exposure. 2.8% dividend yield.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY MS-N Morgan Stanley Market Call (BNN TV) 2014-08-28 $0.000

Has no idea where they are going short term.  The US banking segment is currently on sale because interest rates are at such low levels.  Over the longer term, higher interest rates will benefit them.  It is a story of debt trading through to equity trading. 

Darren Sissons GLOBAL LARGE BULLISH Unknown View
HOLD NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2014-08-28 $0.000

This is a business that did have a little bit of problems 2 or 3 years ago when some of the order books dried-up in the municipalities that buys the transportation buses from them. The problem seems to have been put in the rear view mirror. Recently announced a small addition to their bus production. There is a huge backlog on this company. Over time the margins have improved a little, but they still have a ways to go. As they get more confidence and firm orders, there is still room for production growth increases. Solid yield which is well covered.

Don Lato NORTH AMERICAN OPTIMISTIC Unknown View
DON'T BUY NFLX-Q Netflix Inc. Market Call Tonight (BNN TV) 2014-08-28 $0.000

Sort of like Twitter (TWTR-N), but a little bit closer to having a place in his portfolio, but the multiple is a little too high for his liking. Trading at 104X forward earnings. PE to Growth ratio is 3.8%. He has to have a maximum of 2%, but ideally he likes to look at something between 1% and 1.5%.

Don Lato NORTH AMERICAN OPTIMISTIC No View
PAST TOP PICK PUK-N Prudential PLC Market Call (BNN TV) 2014-08-28 $0.000

(Top Pick Sep 11/13, Up 33.03%) He would cut back because it is overweight.

$53 Darren Sissons GLOBAL LARGE BULLISH Yes View
DON'T BUY SDRL-N Seadrill Ltd. Market Call (BNN TV) 2014-08-28 $0.000

Off shore oil drilling.  Last year the oil majors had trouble making profits despite the high price of oil.  They cut back on a lot of exploration plans.  Prefers a manufacturer to a contractor.  KPELY on the pink slips, for example.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
COMMENT STB-T Student Transport of America Ltd. Market Call Tonight (BNN TV) 2014-08-28 $0.000

Very good company. Doesn’t think there is a lot of huge growth potential, but thinks the dividend is very sustainable. A very stable business model.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK STO-N Statoil ASA Market Call (BNN TV) 2014-08-28 $0.000

(Top Pick Sep 11/13, Up 32.01%) Has become more of a pure play story.  Likes it here.  4% dividend.

Darren Sissons GLOBAL LARGE BULLISH Yes View
BUY TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-08-28 $0.000

Thinks the story on China is that it will continue to grow.  He likes this one.  It has not been taken out because of the dual class share structure.  He thinks you are seeing the light at the end of the tunnel on this one.  We need to see a bit better of a global economy.  This is a longer term story.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
PAST TOP PICK TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2014-08-28 $0.000

(A Top Pick Aug 26/13. Up 35.1%.) Still likes this. Doesn’t know that it is a table pounding buy right now but it is a good solid Hold. Pays a nice dividend. They manage money for other people that they invest in housing as well as for themselves, so this is a play on US housing. Doesn’t expect another 35% growth this year. Would be a Buy at just a hair under $7.

Don Lato NORTH AMERICAN OPTIMISTIC Yes View
BUY TEF-N Telefonica S.A. Market Call (BNN TV) 2014-08-28 $0.000

In expanding to Latin America, it almost choked them.  Ultimately the dividend got cut.  Now Spain is better and TEF-N is doing better.  Stock is rising on the back of better demand in Europe.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
DON'T BUY TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2014-08-28 $0.000

A good entry point for this would be when they start making some money. They have a long ways to go to profitability. Too rich a multiple for him.

Don Lato NORTH AMERICAN OPTIMISTIC No View
TOP PICK UL-N Unilever PLC Market Call (BNN TV) 2014-08-28 $0.000

Outside North America this is what you grow up on.  Emerging markets have slowed and developed markets have recovered.  This is a dividend increasing story.  They buy back shares as well.  3.7% dividend.

$44 Darren Sissons GLOBAL LARGE BULLISH Yes View
WEAK BUY UTX-N United Technologies Market Call (BNN TV) 2014-08-28 $0.000

It’s a good company but it is made up of many parts.  He prefers pure plays, but you won’t go wrong on this one.  Reasonable balance sheet.  2.2%.

Darren Sissons GLOBAL LARGE BULLISH Unknown View
WEAK BUY WMGI-Q Wright Medical Group Inc Market Call (BNN TV) 2014-08-28 $0.000

Was a turnaround story.  Regulatory overhang, costs.  That is all behind us.  The CEO could be getting ready to leave, apparently and they thought someone would snap up this company.  Still thinks there is some upside.

+20% if taken out Darren Sissons GLOBAL LARGE BULLISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-27 $0.020

Markets. He uses a number of top-down indicators including short-term and longer-term ones. Right now they are all positioned very favourably. His portfolios are currently on offence, which means they are close to fully invested. Showed a Presidential Cycle Patterns chart, which showed the first 2 years as typically fairly flat as far as returns go. Going into the 3rd and 4th year there were fairly strong numbers. Starting September and going out into April and May of the 3rd year is when it tends to have the strongest performance. This is where we are heading right now. Historically, September is the only month that actually has a long-term negative rate of return. He would not be surprised to see a correction this September.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-27 $0.020

Markets. Indicators seem to be overbought, herd mentality is very bullish which is the point at which we should be getting nervous, but when you overlay that with where we are in the seasonal part of the year, this is a defensive time of the year. October is the one for the big splash moves. September is our worst month of the year. There are fundamental things such as the QE ending, Europe possibly in a deflationary situation, and we had a great Q2 GDP, he thinks there are a lot of things that are going to converge over the next month or 2, to see where we are at. To have defensive positions now makes a lot of sense. It is where you place your money once you get a bit more guidance.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-27 $0.020

Oil. The critical level is $90, and the crude oil chart shows we are just around there at $93.73. If we break down through that $90, it probably means we go to the mid-$80. The price of oil could fall and yet you could have a really good oil investment run-up, simply based on how it executes and whatever area of the market it is in.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS _N/A View
PAST TOP PICK ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2014-08-27 $55.700

(A Top Pick Sept 18/13. Up 20.17%.) Sold his holdings, but is now looking for an opportunity to get back in. Believes biotech and healthcare will be meaningful to society or move markets to change the world the way computers did.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS No View
PAST TOP PICK AC.B-T Air Canada (B) Market Call (BNN TV) 2014-08-27 $8.640

(A Top Pick Oct 16/13. Up 73.35 %.) They continue to drive costs out of their system, but at the same time continue to increase their revenue. As well, they are flying more international routes now which are more profitable for them.

Bruce Campbell (2) CANADIAN BULLISH Yes View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-08-27 $66.800

(A Top Pick Oct 16/13. Up 76%.) He has trimmed his holdings several times, because it has done so well. It has been a little bit of a rocky road in the last 2 months, but they continue to execute on their strategy and it ranks well in his process.

Bruce Campbell (2) CANADIAN BULLISH Yes View
HOLD AGF.B-T AGF Management (B) Market Call (BNN TV) 2014-08-27 $12.500

Feels they are going through a turnaround and putting all the pieces in place. Have a new CIO and hired some new portfolio managers. Past performance was really poor, which hurt them in growing their business. Capital markets are doing fairly well and if they continue to do so companies like this are going to do very well as they continue to scoop up and manage more assets. Thinks the 8.7% dividend yield is very safe. A year or 2 out from now, the stock will have paid you a nice dividend and you will probably have some good capital appreciation as well.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-08-27 $12.500

Chart shows a little bit of resistance at around $12.50. It also shows some lower lows. Stock is above all its moving averages right now, but he likes to get them in the right order with 20 above the 50, and the 50 above the 200. When a stock gets above its 200, you need the others to play catch up. Everything else is positive. Has a really nice dividend of 8.6% attached to it.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Unknown View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-08-27 $32.180

(A Top Pick Oct 16/13. Up 39.45%.) Sold his holdings at around $29. Looking at this from a fundamental standpoint, it is a very strong company and they continue to make acquisitions. Has been in a trading range for a while now and is consolidating, which is healthy for a company. Wouldn’t be surprised if it started to make a bit of a move and that there is a catalyst in the form of another acquisition.

Bruce Campbell (2) CANADIAN BULLISH No View
WATCH AVO-T Avigilon Corp Market Call (BNN TV) 2014-08-27 $18.750

Sold his holdings at around $29. Continues to have great numbers from the revenue side. They set a target of $500 million in revenue in the next 24 months and continue to execute that way. To grow at that fast a rate and to continue to grow as you build, takes a lot more capital. In the last quarter, they spent more money than the street was comfortable with. As a result, their actual earnings number was lower and the stock sold off. Probably in a penalty box to a certain degree. The street wants to see the perfection between growing at a fast rate and producing earnings. Expects they will get to their end points and it is just a matter of how much management has to spend of their revenue to get there. Once they get there, it is going to be a big business and will probably end up getting taken out. If he saw improvement in those earnings, he would probably get back into this.

Bruce Campbell (2) CANADIAN BULLISH No View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-08-27 $48.850

(A Top Pick Sept 18/13. Up 16.25%.) Still likes this. The telco sector has not been loved. It has broken its trend line, but corrections have to happen some way.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Yes View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-08-27 $72.350

Chart shows a little bit of a double top, which is not necessarily terrible. If the stock holds at around $71, it is probably going to visit $67. MACD is getting close to the zero line, so he is getting close to taking some off the table.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Yes View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-08-27 $44.830

Looks a little bit top heavy. Chart shows a head and shoulders formation. Downside is rather limited at about $42. Looks like it is in the lower end of the range in a channel. To him, the risk/reward would be pretty good. Likes the space. Decent yield of 6.2%.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Unknown View
BUY on WEAKNESS DHX-T DHX Media Market Call (BNN TV) 2014-08-27 $7.500

Sold his holdings at about $1 ago because of valuation, which is starting to push up into the upper extremes. He would like to see numbers come back in from a valuation point of view. This business is very successful and they continue to just roll up these film and TV show libraries. The next catalyst will probably be that they will just continue to put together those pieces and create more film and TV show libraries put together. Expects they will sell out eventually, but there are probably a lot of small acquisitions in between.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT DR-T Medical Facilities Corp. Market Call (BNN TV) 2014-08-27 $17.690

Operates hospitals in the US, and is a pretty sustainable model. Feels the dividend is very safe. He has similar type of exposure with a company that operates in Brazil.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT E-T Enterprise Group Market Call (BNN TV) 2014-08-27 $0.840

Right in the middle of where everything is happening in the oil patch and also with the Site C dam project in BC. They continue to make acquisitions and he thinks their underlying business will continue to grow and there will be synergies between their businesses. As they continue to make acquisitions, they continue to need to finance them and will go back to the market for equity. That is when he will participate.  (See Top Picks.)

Bruce Campbell (2) CANADIAN BULLISH No View
BUY EH-T Easyhome Market Call (BNN TV) 2014-08-27 $24.500

This is a top holding in both his Income and Growth portfolios. Stock made a big move up when they came up with a funding package to fund their business over the next 18-24 months. Thinks there is a lot of runway here. Management guided higher once they got their financing. Looking for it to go considerably higher from here. Looking at some of the street analysts’ numbers 2 years out, the stock could be a double. Trading at less than 15X PE. Have a great growth rate of 30% a year, which should continue.

Bruce Campbell (2) CANADIAN BULLISH Yes View
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