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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
  
WAIT A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-30 $0.020

Move out of GICSs now?  The time to place new money is not 6 years into a bull market.  When you have had a 20% correction, you can then start averaging into the equity market.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-30 $0.020

Markets.  The leader of the people’s bank of China is suggesting more easing is on the way.  Real Estate has finally started to turn negative.  Markets that go up because of stimulus do not inspire confidence.  He would not put any new money there.  Surveys show C-suite execs are gloomy about the economy.  Retail sales in the US have been weak for the last couple of months.  Canada is an energy market and so only outperforms the world when energy is strong.  Corporate Canada is looking at it and saying that perhaps this is not a great thing for us.  Our job picture is not good.  He thinks business sentiment being negative it is not priced into the market.  Amazon is rolling out their home services business.  They are wildly bullish about bring down the costs, but these products and services Amazon is bringing are deflationary.  ETF costs are another example – they are deflationary also. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-30 $0.020

Uranium.  He thinks nuclear going forward over 20-30 years is going to be the cleanest source of energy in the world for mass scale.  He is bullish on Uranium, but since the Japan disaster, the world vision has changed on this.  Regardless he is a big believer.  We are in a bottoming phase and it makes sense to have some.  He likes URA-N as a diversified way to play it.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-30 $0.020

Gold is a separate asset class.  He suggests HGY-T to get a yield from the covered call overlay while you wait.  He loves the invention of these covered call strategies.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-30 $0.020

Educational Segment.  Canadian vs. the world market since Mar 9/09.  Canadians need to be global investors.  The only incentive is tax considerations.  In non-taxable accounts you must be global.  Consumer discretionary has lead since ’09.  Less than 10% of the top three sectors make up the Canadian index.  Canada has a lot in its index that underperforms the world. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-30 $0.000

Markets.  The spread between WTI and Brent is crucial. The WTI price is what we have on this continent and what reflects the storage numbers we have here.  The near month crude prices are lower than those of the future months (co tango).  We have a large pool of extra crude that is sitting in the north US and Canada.  Refiners use this as a cheap source of their input.  Some companies can spend through this trough and others have high debt and high decline properties and so have to cut back on CapX.  There is a wide difference between the haves and the have nots.  The former could be the survivors while the later may not make it. 

Martin Davies CANADIAN OIL & GAS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-30 $0.000

His favourite pipelines are Keystone, Energy East and Gateway.  He prefers the mid stream companies, however.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-30 $0.000

Markets. There are a lot of moving parts, and some of them are counter to each other, such as the strength of the US$ which is probably giving fits to the US Federal Reserve. For somebody in the market who wants to be distinguished for good choices, it is a good time. We have had a long time where there has been a period of very, very low dispersion, where most stocks have tracked each other. He has tweaked his portfolio to take advantage of the stronger US$ going for more domestic type companies and scaling out of those that are more international. Had started to see this trend and started to pare back his international industrial exposure some time ago. He is constructive on the market.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
BUY AAV-T Advantage Oil & Gas Ltd Market Call (BNN TV) 2015-03-30 $0.000

More of a natural gas player.  The balance sheet is in good shape.  They have a very well executed CapX plan.  This is an excellent time to sell the have nots and buy the haves like this one.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2015-03-30 $0.000

Likes it in the mid-stream area.  Good diversification of regulated gas utilities.  They have been growing at a very good rate and he is happy to hold it here.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Yes View
PAST TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2015-03-30 $0.000

(Top Pick Jun 25/14, Down 17.49%) First company to complete an oil sands mine, putting it in operation on time and on budget.  A very well run company.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Yes View
BUY COS-T Canadian Oil Sands Market Call (BNN TV) 2015-03-30 $0.000

Pure play on syncrude which is a partnership of a variety of companies.  He thinks the chances that there would be a consolidation of the shares in this project would be remote.  They are going to be giving a lot more money back to shareholders. 

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-03-30 $0.000

It is a great strategy.  It started with buying existing oil fields with a very low recovery process.  They are producing at very good levels and the assets have a low decline rate.  This is a big advantage.  They have been very prudent with acquisitions.  They have a very strong hedging book.  65% of this year’s oil is sold forward at over $80 a barrel.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-03-30 $0.000

(Top Pick Jun 25/14, Down 36.76%) They are going out of their south east and south west Alberta asset base.  They are now in Utah.  They can take the technology from one area and apply it to another. 

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Yes View
BUY ERF-T Enerplus Corp Market Call (BNN TV) 2015-03-30 $0.000

Went through tremendous change. They are now concentrated in high valued Nat. gas.  They found the sweet spot in the Balkan.  They are valued at a very modest level.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
COMMENT ESV-N Ensco PLC Market Call Tonight (BNN TV) 2015-03-30 $0.000

Sold his holdings in February at around $30. The tough part of investing and the money making part, is making the difficult decisions when things are going against you. A certain part of his business plan is having a certain percentage of being wrong. Successful investors are right about 70% of the time.

Gordon Reid US EQUITIES OPTIMISTIC No View
TOP PICK HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2015-03-30 $0.000

They confused everyone with the name.  Their biggest earnings generator is in New Guinea.  They have an island and two new rigs being built.  Good solid dividend of 5%+ and a good revenue stream.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Yes View
TOP PICK IMO-T Imperial Oil Market Call (BNN TV) 2015-03-30 $0.000

They have gone ahead and affected a lot of assets.  They spent a lot recently in CapX.  They are well managed and a great growth company.  Only 23% in debt.  Downstream assets have huge earnings power.  They earned as much in refining as in upstream operations.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Yes View
PAST TOP PICK KEL-T Kelt Exploration Market Call (BNN TV) 2015-03-30 $0.000

(Top Pick Jun 25/14, Down 51.67%) He kept his position.  They did well until IMO bought them as Keltic.  They then turned around and did it again better and faster and more efficiently.  They know what they are doing.  Great internal rates of return and a clean balance sheet.  He will wait because it is a good quality team.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Yes View
BUY KEY-T Keyera Corp Market Call (BNN TV) 2015-03-30 $0.000

A very well run mid stream company.  A lot of the assets are backed by multiyear contracts signed with very strong reputable companies.  A Great way to produce sustainable growth and dividends.  The company is relatively conservative of how they have done growth through their balance sheet. They are going through a very large capital expenditure program.  It got to a price and earnings multiple level was quite high.  It has fallen back down to where he likes it.  Stock split scheduled shortly.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC No View
DON'T BUY LEG-T Legacy Oil and Gas Inc. Market Call (BNN TV) 2015-03-30 $0.000

They are in a difficult debt situation.  They are really hoping they can go in a affect an asset sale.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC No View
HOLD MPG-X Mapan Energy Ltd Market Call (BNN TV) 2015-03-30 $0.000

Highly dependent on Nat. gas prices. They have a great balance sheet with cash on it and plan some capital expenditures.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
WATCH PD-T Precision Drilling Market Call (BNN TV) 2015-03-30 $0.000

Oil services companies are going through difficult stress and strain, but this one has a good enough balance sheet to withstand this.  They are the largest drilling contractor in Canada and getting into foreign ventures.  The efficiency of their current North American rigging is tremendous.  They help oil and gas companies lower their costs.  You have to time it for when there is definitely a bottom in global oil prices and they are going back up again.  We need to see oil go back up.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
COMMENT PPY-T Painted Pony Petroleum Market Call (BNN TV) 2015-03-30 $0.000

They are highly dependent on Nat. gas prices.  They just went ahead and financed so they can affect their growth and reduced their CapX until there is a turnaround in Nat. gas prices.  They have good partners to fulfill the infrastructure they need.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
TOP PICK PSK-T PrairieSky Royalty Market Call (BNN TV) 2015-03-30 $0.000

They don’t have to spend any money at all.  There is going to be some reduction in activity on their lands, but they are low decline rate fields. 

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Yes View
DON'T BUY SGY-T Surge Energy Inc Market Call (BNN TV) 2015-03-30 $0.000

With $50 WTI and $2.75 for Nat Gas, their payout ratio can’t be allowed to get over 100%.  They made a lot of acquisition over the last few years and they have to be careful about capital expenditures.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
HOLD TBE-T Twin Butte Energy Market Call (BNN TV) 2015-03-30 $0.000

They have to reduce their capital expenditures.  Fortunately, they could redirect them into lighter crude.  They suffered some write downs in their heavier oil plays.  They have a good solid balance sheet and can still pay the dividend.  However, oil prices have to eventually return to their higher levels.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
BUY TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2015-03-30 $0.000

Field services companies seem to react more quickly to changing conditions.  He likes a strategy of having a diversification amongst the top companies, integrateds, upstream and mid stream companies.  TOU-T have experienced management and a good balance sheet.

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
BUY TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2015-03-30 $0.000

It is still a darling, based on the management.  They are performing better than in the past.  They are one of the most efficient companies in spending money.  One of the better managed and fastest growing companies on the TSX. 

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
COMMENT TWX-N Time Warner Inc Market Call Tonight (BNN TV) 2015-03-30 $0.000

There are rumours swirling in this whole area. The company has a made a very strong case that they are a very viable standalone operation. Their objective is to make $6 a share in 2016 and $8 a share by 2018.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY VET-T Vermilion Energy Inc Market Call (BNN TV) 2015-03-30 $0.000

They are managed differently than most other dividend paying companies.  They price a lot of their crude off the higher Brent price because of global exposure.  They have always had a very good balance sheet so they can spend through the troughs.  They are working on an Irish off-shore oil project which should come on line soon. 

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Yes View
BUY VXC-T Vanguard FTSE All-World ex Canada Berman's Call 2015-03-30 $29.910

The world yields about 2.3%.  There are dividend focused world ETFs.  He is not sure focusing on dividends only makes sense.  Dividends on average tend to underperform.  VXC-T is everything in the world except for Canada.  Foreign dividends don’t get preferential tax treatment, but that tax break is insignificant compared to what you would give up if you only invest in Canada.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY WCP-T Whitecap Resources Market Call (BNN TV) 2015-03-30 $0.000

A very careful, consistently executed strategy of buying low decline good formation assets in the right locations.  They pay a very good dividend. 

Martin Davies CANADIAN OIL & GAS OPTIMISTIC Unknown View
COMMENT WFC-N Wells Fargo Market Call Tonight (BNN TV) 2015-03-30 $0.000

This is a senior bank that is well capitalized and well-managed. Haven’t had the regulatory difficulties that some of the others have had. More tied to the housing market than any other institution. Over time mortgages will be a winning strategy for them.

Gordon Reid US EQUITIES OPTIMISTIC No View
DON'T BUY XHY-T iShares US High Yield Bond Index ETF Berman's Call 2015-03-30 $20.995

This is just high yield bonds.  The problem is that high yield correlates with equity markets.  It does not give the normal negative correlation of bond yields to equities.  XTR-T is more diversified. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT XIC-T iShares S&P/TSX Capped Comp. ETF Berman's Call 2015-03-30 $23.690

There has been tremendous competition in ETFs in terms of MERs.  The costs are not going to go lower than this because they make almost no money with this.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY XTR-T iShares Diversified Monthly IF ETF Berman's Call 2015-03-30 $12.010

A basket of other ETFs.  If interest rates skyrocket, nothing will protect you.  But he thinks interest rates will stay low for years and years to come.  You get a return on capital from this one in the 6% payout. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-27 $0.020

Economy. The US is definitely on a recovery path. However, their currency is getting a little high which is probably hurting earnings of some of the big international companies. He expects small and some medium-size companies with a US focus to do well. There is also obviously going to be a rising interest cost there, so there will be some challenges in funding those businesses. Europe. This is a tale of 2 parts. The Germanic north and the UK are really doing quite well and recovering nicely. Spain is also doing quite nicely. However, the south is still mired in some challenges. Thinks the Quantitative Easing is going to work for them. In Asia, China is slowing, but it still presents opportunities. Southern Asia is where he sees some really decent opportunities. For the 1st time in a long time, he is starting to think about Latin America. It has definitely been in a decline for 4.5-5 years. Next year would be the 6th year and there is starting to be some restructuring going on.

Darren Sissons GLOBAL LARGE UNKNOWN _N/A View
BUY ABB-N ABB Ltd. Market Call (BNN TV) 2015-03-27 $21.310

He likes this and effectively treats it as a perpetual bond. It generally has more cash than debt, does tuck in acquisitions, opportunistically prunes its portfolio and grows its dividend. It reports in US dollars, but is headquartered in Switzerland. Has raised its dividend quite nicely since 2006. Below $20 it is a Buy, and then when it gets up around the $20-$25 mark, it might pare back.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT ALU-N Alcatel-Lucent Market Call (BNN TV) 2015-03-27 $3.700

Fibre buildout is going to be very positive for anyone in the telecom ecosystem. There should be some upside here, but it has been a bit of a dog.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2015-03-27 $11.920

He thinks you have missed the boat on this. It was a stellar story from 2000 up to about 2008. After that, it has been all downhill. It has the best email system, but the market is fixated on the lowest app, and as a consequence, the ecosystem that supports that, continues to get smaller. It is now a corporate product, not a retail product.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
PAST TOP PICK BBT-N BB&T Corp. Market Call (BNN TV) 2015-03-27 $38.490

(A Top Pick March 6/14. Up 2.29%.) The big story for the banks is going to be when interest rates rise. The markets have been disappointed that interest rates have not risen. With the issues around oil, there is a view that interest rate hikes will be pushed out a little further. Eventually there will be higher interest rates and all the banks will rise higher on that.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT BTI-A British American Tobacco Market Call (BNN TV) 2015-03-27 $106.060

He likes sin stocks and particularly likes tobacco. They give you dividend increases of substantial order. He particularly likes this which is effectively a Commonwealth story with the emerging markets. You don’t have much exposure with the US, and as a result, the risk of litigation is much lower. Good story and the dividend is attractive and grows slowly over time. Buy this on the dips, and you will be pretty happy.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
PAST TOP PICK CARL-OMX CARLSBERG -B- Market Call (BNN TV) 2015-03-27 $0.000

(A Top Pick March 6/14. Down 17.7%.) (BNN shows symbol as CABGY-PK, but our records show CARL-OMX since 2011, so we will leave it as is. Bill) The markets treated this as an oil story, because 30% of revenues come out of Russia. This was giving him both a currency and a commodity risk, so he sold his holdings. Thinks that longer-term they are going to rebalance their portfolio and the stock will run again. Cheap, so if you have the appetite and it drops in the summer, you might want to pick some up.

Darren Sissons GLOBAL LARGE UNKNOWN No View
BUY HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2015-03-27 $43.120

The government assets of Lloyds Bank are going to be sold down in 2016, and that is going to be the start of the cycle, and is what happened in the US. Rate rises are going to have to start first in the US, and then they will translate into rate rises in the UK. 20% of their earnings come out of Hong Kong in Hong Kong is pegged to the US$. The big catalyst will be increasing interest rates over time. This is a 3-5 year story. If the stock moves downwards, you are going to get a decent dividend here, so he would be a buyer at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
BUY on WEAKNESS IBM-N IBM Market Call (BNN TV) 2015-03-27 $160.400

Starting to think this is looking a little attractive but would like to see it a little lower. Have a very, very strong balance sheet with a global suite of operations. They generally improve their dividend and do share buybacks. If you hold for a long period of time, you will make some money. It was very lofty at $192, but is now a little more reasonable. There is going to be some restructuring going on, so you are going to have to work through that. $130 is a Buy.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
TOP PICK KEP-SP Keppel Corp Ltd. Market Call (BNN TV) 2015-03-27 $0.000

(BNN shows the symbol as KPELF-PK, but my search through Globe & Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.) A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT KNIN-VX Kuehne + Nagel Intl. Market Call (BNN TV) 2015-03-27 $0.000

The largest freight forwarder in the world, and is based in Switzerland. This trades in the Pink Sheets, so it effectively is an unofficial ADR. It runs at about Fr.140 a share, so is pretty expensive in US currency. If you don’t mind paying up, you are going to get about a 4% dividend.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT KRFT-Q Kraft Foods Group Market Call (BNN TV) 2015-03-27 $89.100

He owns a small position himself and he doesn’t really want this to be taken out, but there are not enough details in terms of where that this will be publicly listed and how it is going to unfold. He is watching it, but there is no shame in taking some of your profit. For him, he is waiting for the next 2 weeks to see how this unfolds, in order to make a decision.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
HOLD LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2015-03-27 $4.740

The UK government is going to sell their stake in this bank and is scheduled for 2016. When this happened in the US with Citibank (C-N) that was the start of everything when it had a big run. That will allow the bank to start issuing a dividend. At about the same time, there is the possibility of an interest rate rise. There are some very interesting catalysts. If you take a 3-5 year view, he thinks you are going to make some money.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
HOLD MDLZ-Q Mondelez International Market Call (BNN TV) 2015-03-27 $35.550

The question is, will this company deliver accelerated growth as expected. The jury is still out. He thinks you are paying quite a high price for what you are getting. Wouldn’t be a buyer at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
DON'T BUY NBG-N National Bank of Greece SA Market Call (BNN TV) 2015-03-27 $1.270

The issue around Greece is that it effectively is a ton of political risks. As the political risks start to recede, then you are going to have the ability to assess the bank in its own right. There is so much political risk that he wouldn’t look at this bank.

Darren Sissons GLOBAL LARGE UNKNOWN No View
PARTIAL SELL POT-NZ Port of Tauranga Market Call (BNN TV) 2015-03-27 $0.000

This has been a phenomenal story. They are doing a regional consolidation of ports in New Zealand, so you are probably looking at a five-year story. This is a good example of what happens when you have international diversification. This company needs capital to grow and has reached the point where they are going to have to start looking outside of the New Zealand market. However, at these levels, he would probably take money off the table.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT SAP-T Saputo Inc. Market Call (BNN TV) 2015-03-27 $34.870

This has definitely grown nicely over time. Made an acquisition in Australia last year. He worries about things like the transpacific partnership actually moving forward and Canada de-regulating the dairy industry, where the profitability of this company would drop dramatically. Production in other parts of the world is substantially cheaper. If you can get it at lower levels this is very interesting.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-03-27 $39.840

This whole group has traded down. This is a cyclical. At these levels, and if you have the appetite for some political risks, it is very attractive at these levels. He likes this company moving forward.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2015-03-27 $36.630

He doesn’t believe oil prices are at a level where they are meeting the cash costs of production, so he expects oil prices to move higher over time. The favoured way to play this sort of trade in a longer term recovery would be to go to the global large caps. This one is Canada’s super major, and at these levels it is an interesting Buy. If you use a 2-3 year time span, you are locking in a very attractive dividend at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
PAST TOP PICK TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2015-03-27 $17.470

(A Top Pick March 6/14. Down 27.01%.) Sold his position. It is a good company and there will be a time to add it back. Selling it here was a good way to use capital elsewhere.

Darren Sissons GLOBAL LARGE UNKNOWN No View
HOLD TEF-N Telefonica S.A. Market Call (BNN TV) 2015-03-27 $14.590

They are getting quite serious about restructuring the business. In Europe, when there are regulatory changes and they embrace higher phone charges, it will mean that incumbent telephone operators will be able to dole out fibre, which will be very profitable for their businesses. Because of this, all European telecoms are running. When the dividend is re-introduced and the growth coming on, it will be a longer-term story. There are some interesting stories here, but you have to be a little bit careful in terms of the governance. He is sitting on the fence, but thinks there is a lot of upside from these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
TOP PICK UN-N Unilever NV Market Call (BNN TV) 2015-03-27 $42.490

Has the largest emerging market exposure of consumer staples. The market doesn’t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend grows periodically. Balance sheet is fine. Yield of 3.12%.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT UTX-N United Technologies Market Call (BNN TV) 2015-03-27 $116.900

This is a behemoth. They are in elevators, helicopters, etc., etc. If you have the ability to buy and hold through a cycle, you should do okay with this. It is a high class industrial cyclical. If you want to make money in industrial cyclicals, you have to buy them when they are cheap. At this point in the cycle we are starting to see some currency impact from global operations, and this will hurt this company. If you Buy and Hold on a 10 year basis, you should be okay. If you have a shorter term view, this may be the time to take some money off the table. Thinks it is a very lofty here. A better way would be to play the pure play.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
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