| 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) | 2013-05-24 | $0.020 |
Markets. Canadian investors need to be diversified. If you can buy higher quality, cheaper companies with better dividends, then keep taking advantage because it won’t last forever. Asia will continue to grow. Europe will continue to recover and the US will continue to grow. Asia and Australia will do well. For income accounts you need Canadian dividends but if younger you might want 50-60% international. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | _N/A | View | |
| N/A | A Commentary | A Comment -- General Comments From an Expert | Market Call Tonight (BNN TV) | 2013-05-24 | $0.020 |
Markets. Always looks at the big picture. Japan is foreshadowing what’s coming. It is the beginning of the acceleration of money, which is paper money and fixed income. We are starting to see the rush of money coming our way and that is why the US$ is appreciating. It is impossible to get rid of QE. There is a loss of faith in the fiscal system in Japan. The US is in as much debt as Japan but demographically they are behind. Physical gold and precious metals are a small percentage. Gold will be the ultimate winner. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | _N/A | View | |
| BUY | A Commentary | A Comment -- General Comments From an Expert | Market Call Tonight (BNN TV) | 2013-05-24 | $0.020 |
Uranium. Has not owned in a while. It has to be a patient game. It is one that if you are buying it you will have to wait much longer for the momentum to build. There is a massive shortage of physical resource and so it will continue to pick up but the question is when. Likes U-T. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | No | View | |
| N/A | A Commentary | A Comment -- General Comments From an Expert | Market Call Tonight (BNN TV) | 2013-05-24 | $0.020 |
At some point we are going to see that all that debt in the US cannot be paid back and we will then see a loss of faith, just as we are now in Japan. When this happens, Gold is the ultimate money. The end game within this is that Japan causes the US dollar and market to rise. The next 3 to 5 years will redefine the world we live in. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | _N/A | View | |
| TOP PICK | AEM-T | Agnico-Eagle Mines | Market Call Tonight (BNN TV) | 2013-05-24 | $29.640 |
Geography is North/South. They are picking up a lot of companies. They continue to add, taking advantage of cheap prices. Their cash keeps building. In the next run up this is going to perform very well. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Yes | View | |
| PAST TOP PICK | AMAT-Q | Applied Materials | Market Call (BNN TV) | 2013-05-24 | $14.500 |
(Top Pick Jun 1/12 Up 49.08%) |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Yes | View | |
| PAST TOP PICK | APD-N | Air Products & Chemicals Inc. | Market Call (BNN TV) | 2013-05-24 | $93.930 |
(Top Pick Jun 1/12, Up 25.91%) |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Yes | View | |
| BUY | AX.UN-T | Artis Real Estate Investment Trust | Market Call Tonight (BNN TV) | 2013-05-24 | $16.750 |
Still buying. Based out west, but US$ should appreciate giving some upward movement. In general he has been trimming REITs because they went up so much but in setting up a new one he adds this. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Yes | View | |
| TOP PICK | BBT-N | BB&T Corp. | Market Call (BNN TV) | 2013-05-24 | $32.820 |
2.8% dividend. US banks are going to benefit as interest rates go higher. This is an east coast bank. Didn’t blow up during financial crisis. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Yes | View | |
| PAST TOP PICK | BTE-T | Baytex Energy Corp | Market Call Tonight (BNN TV) | 2013-05-24 | $40.010 |
(Top Pick Jun 15/12, Down 2.75%) Kept this one and it has a good yield. Continue to build production. |
$53 | Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Yes | View |
| COMMENT | BX-N | Blackstone Group LP | Market Call (BNN TV) | 2013-05-24 | $22.650 |
You get the management and bonus fees to the company. When the economy is doing well you get a good spin-off. Stay away from these companies because you don’t know what you are buying. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | No | View | |
| BUY | CL-N | Colgate Palmolive | Market Call (BNN TV) | 2013-05-24 | $61.170 |
Has done phenomenal. Increase dividend regularly. Always expensive and hard to buy on a dip. You should be fine. 2.25% dividend yield. Fully valued but they will regularly increase the dividend. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Yes | View | |
| WEAK BUY | CLQ-T | Canada Lithium Corp. | Market Call Tonight (BNN TV) | 2013-05-24 | $0.530 |
Owned from inception. They are just finishing their mine in Quebec and it will be up and running. Lithium demand will go up due to Lithium Ion batteries. You need some patience. Will generate sales shortly. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Yes | View | |
| BUY | CNQ-T | Canadian Natural Rsrcs | Market Call Tonight (BNN TV) | 2013-05-24 | $31.100 |
There is no CEO. Doesn’t concern him. He has owned this in the past. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | No | View | |
| COMMENT | CRR.UN-T | Crombie Real Estate Investment Trust | Market Call Tonight (BNN TV) | 2013-05-24 | $15.360 |
Moving out of REITs and prefers AX and Boardwalk. Likes REITs in Australia. Likes REITs in the west because of the demographics. |
$ 15.75 | Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | No | View |
| BUY | CWT.UN-T | Calloway REIT | Market Call Tonight (BNN TV) | 2013-05-24 | $29.280 |
Good yield of 5.30%. He likes it. It is well diversified. They will hold their value. It’s in Alberta and that’s where you have the younger demographic. |
$32 | Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Unknown | View |
| TOP PICK | DTE-N | DTE Energy Company | Market Call (BNN TV) | 2013-05-24 | $68.270 |
Acquired Metro PCS. Increase coverage in US. Dividend is very safe. Best economy in Europe. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Yes | View | |
| BUY | ECA-T | Encana Corp | Market Call Tonight (BNN TV) | 2013-05-24 | $20.280 |
Rates it as a neutral. Has not added to Nat Gas, but we are starting to see a lot of movement in the Nat Gas area. He has two private companies in the space so has not bought ECA but otherwise would own it. Also, likes Pengrowth. |
$22 | Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | No | View |
| TOP PICK | ELY-N | Callaway Golf | Market Call (BNN TV) | 2013-05-24 | $6.800 |
Turn-around story. Suffered during financial crisis but as middle class recovers this will be a positive story. They cut their dividend. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Yes | View | |
| TOP PICK | G-T | Goldcorp Inc | Market Call Tonight (BNN TV) | 2013-05-24 | $27.700 |
(Top Pick Jun 15/12, Down 30.01%) Got out and is waiting to get back in on weakness. This is the one that is going to outperform. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | No | View | |
| BUY | GE-N | General Electric | Market Call (BNN TV) | 2013-05-24 | $23.530 |
A very solid financing company. Diversified global well run company. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Unknown | View | |
| TOP PICK | HRR.UN-T | Australian REIT Income Fund | Market Call Tonight (BNN TV) | 2013-05-24 | $11.100 |
Australian REIT. They have not has the rise we had here in Canada. This one went through a huge reorganization that cleaned up the balance sheet but they haven’t had the move. Australia is one of the only countries that can actually lower interest rates. Pension funds are entering Australia. Their economy is tied to resources and China, which would be a risk but that should be temporary. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Yes | View | |
| BUY | IPL.UN-T | Inter Pipeline Fund | Market Call Tonight (BNN TV) | 2013-05-24 | $24.140 |
Third biggest pipeline in his portfolio. He has been adding to it. They are executing on their strategy. 4.5% dividend. They are a bit of a monopoly. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Unknown | View | |
| HOLD | KRFT-Q | Kraft Foods Group | Market Call (BNN TV) | 2013-05-24 | $57.010 |
Good play on US and international growth. A lot of investors are looking for stable companies with growth. You will probably be safe. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Unknown | View | |
| HOLD | LSG-T | Lake Shore Gold | Market Call Tonight (BNN TV) | 2013-05-24 | $0.310 |
A great company at this price. An up and coming producer. Production is there and they are funded. Cost of production is covered and they have the money for the mine. Cash flow positive. As gold comes around these companies will be great assets to own. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | No | View | |
| WAIT | LYG-N | Lloyds TSB Group PLC | Market Call (BNN TV) | 2013-05-24 | $3.700 |
Will require more capital yet. Wait for British gov’t capital to be withdrawn from the stock. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Unknown | View | |
| DON'T BUY | NBG-N | National Bank of Greece SA | Market Call (BNN TV) | 2013-05-24 | $1.220 |
A gambling stock. Has to be re-capitalized. A dangerous investment. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Unknown | View | |
| HOLD | POT-T | Potash Corp of Saskatchewan | Market Call Tonight (BNN TV) | 2013-05-24 | $42.450 |
Long term hold. Global population growth means there is a global need for potash. A great hold. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Yes | View | |
| PAST TOP PICK | PPL-T | Pembina Pipeline Corp | Market Call Tonight (BNN TV) | 2013-05-24 | $34.570 |
(Top Pick Jun 15/12, Up 36.61%) Has been taking some profits. But he is happy to continue holding this. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Yes | View | |
| HOLD | RIO-T | Rio Alto Mining | Market Call (BNN TV) | 2013-05-24 | $2.940 |
China is not going to be such a big buyer going forward. Emerging economies are going require commodities. Prefers BHP, which is a core holding. Better balance sheet and dividend profile. You will be ok in 3 to 5 years. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Unknown | View | |
| WEAK BUY | SMF-T | Semafo Inc | Market Call Tonight (BNN TV) | 2013-05-24 | $1.800 |
It’s been coming down, trading at an increasing discount to gold because of uncertainty. They have been cautious with their target. With precious metals you have to have patience. Doesn’t own it because it is in West Africa. |
$3.50 | Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | No | View |
| BUY | SSO-T | Silver Standard Resources Inc. | Market Call Tonight (BNN TV) | 2013-05-24 | $7.190 |
Silver will follow gold longer term. A lot of short sellers have covered their positions in Silver. The next move up will surprise people. Buying more of this. |
Jaime Carrasco | RESOURCE, UTILITY & REITs | BULLISH | Yes | View | |
| PAST TOP PICK | STO-N | Statoil ASA | Market Call (BNN TV) | 2013-05-24 | $22.760 |
(Top Pick Jun 1/12, Up 1.61%) 5.5% dividend. Stock tends to move higher when oil moves higher. Good balance sheet and sustainable balance sheet. Can be bought when it drops into the low $20s. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Yes | View | |
| BUY | V-N | Visa Inc. | Market Call (BNN TV) | 2013-05-24 | $180.450 |
Carries balance sheet risk. A toll-gate. Best of breed. You could buy it now and he likes it long term. |
Darren Sissons | GLOBAL | BULL on GLOBAL GROWTH | Unknown | View | |
| N/A | A Commentary | A Comment -- General Comments From an Expert | Market Call (BNN TV) | 2013-05-23 | $0.020 |
Markets. Just launched an energy infrastructure fund. There will be a 100 billion spent over the next 5 years in energy infrastructure. Pipelines, mid-streams, oil services, and rail. Differential will narrow with the infrastructure build. Rail stocks are hitting new highs. Oil by rail story does not evaporate if Keystone is approved and built. Producers are looking for alternative transportation because pipelines are a monopoly. CPG built rail terminals themselves. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | _N/A | View | |
| N/A | A Commentary | A Comment -- General Comments From an Expert | Market Call Tonight (BNN TV) | 2013-05-23 | $0.020 |
Markets. We went a quarter century before Japan went up. You had to have a pullback. In general you can have a bad economy and good stock market performance. They are not that connected. 25% of portfolio in income is normal for 50 year olds. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | _N/A | View | |
| N/A | A Commentary | A Comment -- General Comments From an Expert | Market Call Tonight (BNN TV) | 2013-05-23 | $0.020 |
Monthly Purchase Plans for ETFs. Claymore used to offer one but not aware of it being available through do-it-yourself channels. But Claymore was purchased by black rock. It is a bit awkward to do it. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | No | View | |
| N/A | A Commentary | A Comment -- General Comments From an Expert | Market Call Tonight (BNN TV) | 2013-05-23 | $0.020 |
Tax Strategy for High Income with RIFFs. RIFF income can be split. OAS claw-back kicks in at high $60s. You can then use flow-through shares because that gives you a deduction. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | _N/A | View | |
| N/A | A Commentary | A Comment -- General Comments From an Expert | Market Call Tonight (BNN TV) | 2013-05-23 | $0.020 |
Newborn Child. Investment for college is 17 year time horizon. Low volatility world ETF is a possibility. Suggests stocks for first 9 years and then something more conservative after that. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | No | View | |
| N/A | A Commentary | A Comment -- General Comments From an Expert | Market Call Tonight (BNN TV) | 2013-05-23 | $0.020 |
Assessing value of defined benefit plan as if it were a bond. You ask your employer what a lump sum would be for a settlement. How much do you invest to get this income is the value. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | No | View | |
| TOP PICK | ALA-T | Altagas Ltd | Market Call (BNN TV) | 2013-05-23 | $39.680 |
Loves it. Phenomenal run in last little while. New production in BC will increase cash flow next year. Cash flow will be 80% utility-like next year. It will get a multiple expansion next year. 3.7% dividend paid monthly. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Yes | View | |
| TOP PICK | BAD-T | Badger Daylighting | Market Call (BNN TV) | 2013-05-23 | $48.320 |
Really, really boring. When pipelines are broken they do pressurized water to fix them. At all time high but they keep growing their dividend. Lots of market share for them to gain. 600 trucks, making 3 more every week. They don’t need to raise money. Pick away to build your position. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Yes | View | |
| BUY | BDI-T | Black Diamond Group | Market Call (BNN TV) | 2013-05-23 | $23.560 |
Temporary housing accommodations. It is essentially a 5 star hotel that keeps moving around. Expanding into Australia. About to break out. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Yes | View | |
| TOP PICK | CJP-T | iShares Japan C$ Hedge ETF | Market Call Tonight (BNN TV) | 2013-05-23 | $11.540 |
Japan has been in a big sleep that they just emerged from with a vengeance. It has done next to nothing for the last 25 years so there is still a lot of value there. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | Yes | View | |
| STRONG BUY | CSX-N | CSX Corp | Market Call (BNN TV) | 2013-05-23 | $25.350 |
Prefers over Canadian railroads. A bit of a laggard because coal industry in US has been in decline. 11 times earnings vs. 18 times for Canadian. They have 3 years of backlogs awaiting them. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Unknown | View | |
| TOP PICK | CUS-T | Canexus Corp | Market Call (BNN TV) | 2013-05-23 | $8.860 |
7% yield. Just getting into energy infrastructure. Truck to rail and pipe to rail. Will probably increase dividend over next two years. |
$10 next two years. | Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Yes | View |
| BUY | ENT-X | ENTREC Corporation | Market Call (BNN TV) | 2013-05-23 | $1.350 |
Has been under a little pressure. Thinks that it is a pause, not a stop. Heavy hauling and crane services. They increased their margins last quarter. Rolling up all these acquisitions well. Wait because there might be a seller out there. But it is a buy. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Unknown | View | |
| TOP PICK | FDE-T | FT AlphaDEX Emerg. Mkt Div ETF | Market Call Tonight (BNN TV) | 2013-05-23 | $19.990 |
Hit the market yesterday. Emerging market, dividend paying stocks. They screen out the really bad ones. Better than VEE-T if you want dividends and lower volatility. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | No | View | |
| WEAK BUY | FIE-T | iShares Cdn Financial Monthly Income ETF | Market Call Tonight (BNN TV) | 2013-05-23 | $6.720 |
Stable product, as good as any in that space. He is not worried about it. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | No | View | |
| BUY | FRC-T | Canyon Services Group | Market Call (BNN TV) | 2013-05-23 | $11.260 |
3.6% dividend. A fracker as opposed to a driller. Thinks it will improve. There will be a lot of increase in activity. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Yes | View | |
| BUY | IPL.UN-T | Inter Pipeline Fund | Market Call (BNN TV) | 2013-05-23 | $24.180 |
A favourite stock of theirs. Biggest holding across their client accounts. A smaller pipeline that they really like. About 40% of the oil production in Canada. Expansion plans in the oil sands. 4.6% dividend and have increased over the last 9 years. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Yes | View | |
| BUY | PPL-T | Pembina Pipeline Corp | Market Call (BNN TV) | 2013-05-23 | $34.690 |
Smaller pipeline. A lot of NGL infrastructure. A plan to built out a billion in infrastructure. Really steady Eddie. Get paid regardless. 5% dividend but she owns for growth too. Dividend is safe. Their cost of capital keeps going down. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Unknown | View | |
| BUY | SCL-T | Shawcor Ltd. (A) | Market Call (BNN TV) | 2013-05-23 | $42.200 |
Global piping coating company but it is in their universe. Just reported a record quarter. Just collapsed their share structure. She is waiting for an active shareholder to be bought out, perhaps at a discount and she might want to participate. It is a buy today for the retail investor. She is a Bull on Energy Infrastructure. |
Genevieve Roch-Decter | ENERGY | BULL on ENERGY | Unknown | View | |
| PAST TOP PICK | VCE-T | Vanguard MSCI Canada Index ETF | Market Call Tonight (BNN TV) | 2013-05-23 | $26.350 |
(Top Pick May 1/12, Up 5.79%) 200+ names. Small cap bias and broadly diversified. Low cost. Minimum tracking error. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | Yes | View | |
| BUY | VDY-T | Vanguard FTSE Cdn High Div Yd. | Market Call Tonight (BNN TV) | 2013-05-23 | $27.340 |
Most diversified dividend ETF in Canada, many hundreds of names and one of the lowest cost ETFs. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | Unknown | View | |
| PAST TOP PICK | VEF-T | Vanguard MSCI EAFE Index ETF | Market Call Tonight (BNN TV) | 2013-05-23 | $32.140 |
(Top Pick May 1/12, Up 27.46%) A year ago people didn’t think Europe would be up this much. The bad news was already priced into the market. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | Yes | View | |
| PAST TOP PICK | VUS-T | Vanguard MSCI U.S. Broad Mkt ETF | Market Call Tonight (BNN TV) | 2013-05-23 | $33.160 |
(Top Pick May 1/12, Up 10.20%) This is the way to play the US market. Broader than S&P 500. Smaller companies generally lead. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | Yes | View | |
| BUY | XDV-T | iShares Cdn Dividend ETF | Market Call Tonight (BNN TV) | 2013-05-23 | $22.580 |
It’s okay. Ishares products tend to be market leaders, but VDY-T is a bit cheaper and more broadly diversified, and he prefers it. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | Yes | View | |
| DON'T BUY | XGD-T | iShares S&P/TSX Global Gold | Market Call Tonight (BNN TV) | 2013-05-23 | $11.940 |
Market leading ETF for gold. Physical bullion would be CGL-T. He is not saying the gold run is not over. He would not buy this, but the questions was ‘which one’. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | Unknown | View | |
| BUY | XIU-T | iUnits S&P/TSX 60 ETF | Market Call Tonight (BNN TV) | 2013-05-23 | $18.290 |
Loves it, but you get only 60 stocks, a large cap, dividend bias. He prefers a small cap bias to get more growth. |
John DeGoey | PERSONAL FINANCE & ETFs | OPTIMISTIC | Unknown | View |