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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) 2015-07-07 $0.000

Markets. We have lofty valuations on stocks and we now have the Fed that is trying to normalize borrowing costs. That accommodation doesn’t leave you a lot of places to hide when interest rates start to rise. Typically you would use bonds or defensive stocks as a way to play defence. As we saw in June, balanced funds all of a sudden aren’t looking so balanced. Thinks China is a bigger concern than Greece. The Chinese market is still the driver for commodity demand. It is starting to drive a flight to safety in the US$. All you need to do is look at where the US$ is going, and that will tell you where commodities are going, as well as where equities are going. Looking at the price of oil and copper today, it looks like there is more volatility ahead. Playing defence in Canada is definitely important. For an average investor with a long time frame of 15-20 years, the market volatility is just par for the course. Any time the market starts to act technically weak, bad things can happen. Volatility picks up and the likelihood of large drops starts to pick up. A 10% allocation of cash in a portfolio would not be out of line for a long-term investor. He looks at stocks in 3 ways. Good price momentum, good valuation, and reasonably low volatility.

Jason Mann NORTH AMERICAN CAUTIOUS _N/A View
BUY AAPL-Q Apple Market Call (BNN TV) 2015-07-07 $0.000

A perfect picture of a quantitative stock. It scores really well on price momentum, valuation and in the top 2% of the S&P 500 on value. Trading at 8X EBITDA and 15X PE. This is a company with 38% ROE, and yet trades at a lower multiple than the broad market. One of the best balance sheets you could possibly find. They have a lot of options in buying back stocks.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2015-07-07 $0.000

(A Top Pick May 25/15. Up 2.59%.) A SHORT. His view is that utilities are in a very dangerous part of the market cycle. Very high valuations. Also has high debts. People buy this for yield, but it scores poorly on valuation for him. Trading at 16X EBITDA.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2015-07-07 $0.000

(A Top Pick May 25/15. Down 13.81%.) Had picked this because at that time the energy stocks and cyclicals had been improving. This still has good valuation characteristics and scores in the top 15% with good ROE. A very solid balance sheet. From a valuation perspective, he still has a partial holding. This will be a beneficiary of an eventual cyclical recovery, ahead of some of the higher levered oil stocks. If he didn’t own it, he would buy a small position.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT BAX-N Baxter International Inc Market Call (BNN TV) 2015-07-07 $0.000

Doesn’t follow this closely. Scores particularly well on his valuation metrics. Very high ROE’s at 30%. PE of only 9X, which is a very strong valuation metric for him. It beat recently on earnings. 5.4% dividend yield. However, momentum is where it falls down for him, and it scores in the bottom 10, which keeps him sidelined.

Jason Mann NORTH AMERICAN CAUTIOUS No View
PAST TOP PICK BDI-T Black Diamond Group Market Call (BNN TV) 2015-07-07 $0.000

(A Top Pick May 25/15. Up 6.41%.) Camp providers for major LNG projects that are coming up. Holding in reasonably well given the backdrop of the energy market.  Still scores in the top 5% on both momentum and valuation. Very solid balance sheet and a good 5.6% dividend yield. Trading at 7X EBITDA.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT BP-N BP PLC Market Call (BNN TV) 2015-07-07 $0.000

Would not have particularly favourable momentum characteristics for him. It is great that the lawsuits are behind them, but in general the price momentum on some of the stocks is not favourable.

Jason Mann NORTH AMERICAN CAUTIOUS No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-07-07 $0.000

Oil stocks are tricky right now. This is a company with a stressed balance sheet. Pays a large yield which is a concern. He has a small Short on this. Scores average on momentum, valuation is pretty poor at 11X EBITDA, and they are not generating cash at these prices. Feels people are probably buying this for yield rather than its true valuation.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2015-07-07 $0.000

One of the healthcare stocks that has been a real rock star over the last year or so. They benefit from a better tax rate, because of tax inversion, and they have been acquiring firms giving them a multiple pick up. Scores well on price momentum, but valuation is not there yet. Rollup’s tend to be difficult to value because they are constantly acquiring other companies, and the cash flow is always in the future. Trading at 77X on a PE basis and 31X EBITDA.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT EA-Q Electronics Arts Inc Market Call (BNN TV) 2015-07-07 $0.000

The trend is great, scores in the top 10% on momentum and the valuation is still pretty good at 36% ROE. Has a solid balance sheet with no net debt, they actually have cash. In their most recent quarter, they beat earnings. This still has room to run.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
DON'T BUY FM-T First Quantum Minerals Market Call (BNN TV) 2015-07-07 $0.000

This scores poorly on a valuation basis. They have grown through acquisition and through debt, so they have a strained balance sheet which can be great in a rising commodity market, but is particularly bad in a declining market. Too early. He has a Short on this.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
TOP PICK GC-T Great Canadian Gaming Corp Market Call (BNN TV) 2015-07-07 $0.000

He is looking for stable stocks that can weather the storm. This scores in the top 20% for him on both value and price momentum. High free cash flow yield at around 9%. He likes that this is a pretty stable cash flow story. It gives management a lot of options in terms of what they can do to take value to shareholders. Have been very active on buybacks. There is always a possibility that they will take the company in on a management buyout.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2015-07-07 $0.000

A good example of a stock that should do reasonably well in a rising rate environment. Lifecos reinvest proceeds from their premiums, and as rates rise they tend to do particularly well in that environment. This also scores well for him on momentum and valuation. A stable stock with low volatility characteristics. PE of around 13%. Reasonable yield of 3%.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-07-07 $0.000

This is really best of breed for auto parts. Scores very high for him on both price momentum and valuation. It has been perpetually undervalued, and despite the stock moving up over the past couple of years, the valuation is still there. High ROE’s and a reasonable valuation on EBITDA at 6.7 times. No net debt and has a great balance sheet. Has the ability to make accretive acquisitions. Dividend yield of 1.53%.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT MRE-T Martinrea Market Call (BNN TV) 2015-07-07 $0.000

Is this ripe for a takeover? He would not own a stock strictly based on the probability of being taken out. Large automakers do not want to see more consolidation in the industry. He looks at stocks in 3 ways. Good price momentum, good valuation, and reasonably low volatility. This scores well on most of those metrics. A little bit cheaper than some of their peers at 7X EBITDA. Reasonable balance sheet. They do need to start to generate more cash. (See Top Picks.)

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
DON'T BUY OTC-T Open Text Market Call (BNN TV) 2015-07-07 $0.000

This is a Short for him. It is particularly poor on a price momentum basis. They have missed a few quarters and the stock really hasn’t recovered since then. When a stock has reasonably high valuation, it can be a long way down before there is a floor and buyers step in. He wouldn’t be buying this.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT PG-N Proctor & Gamble Market Call (BNN TV) 2015-07-07 $0.000

Doesn’t score particularly well on a price momentum basis and has been trending down with a lot of other consumer staples. The challenge with consumer staples right now is that they are a defensive part of the market and tend to trade down as bonds go down. He holds a “small” position simply because it is a stable stock and is not going anywhere. If you are holding this for 10 years, the entry point is not as important. Dividend yield of 3.3%.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-07-07 $0.000

A rollup story that he had owned at one point. Since April momentum has waned, so he sold his holdings. It scores in the middle of the pack on momentum and valuation. A high volatility stock which he prefers not to be in. Stocks like this can fall a long way before a valuation floor sets in. There are negative ROE’s at 56X EBITDA and no price earnings. This market is trending down and this is not one he would be considering.

Jason Mann NORTH AMERICAN CAUTIOUS No View
DON'T BUY SH-T Shopify Inc. Market Call (BNN TV) 2015-07-07 $0.000

This had a huge run up, surprisingly somewhere up to the $40’s. Like a lot of the IPOs in the last month or so, the excitement has started to fade. He would not own the stock as it has too short a history for evaluating and also the price momentum has fallen off. On stocks like this, where there has been a nice pop, the shareholder base is not necessarily long-term holders and you have to be careful. If you own, have a level where you are going to get out of the stock on the way down. This is not one that he would be buying.

Jason Mann NORTH AMERICAN CAUTIOUS No View
DON'T BUY SLW-T Silver Wheaton Market Call (BNN TV) 2015-07-07 $0.000

Not a good entry point for 2 reasons. They just received a letter this morning from the CRA, potentially challenging their tax structure. If the CRA wins, it could be as much as a 20% hit to their NAV. Mexico might not be far behind. Stock has been trending down along with the price of silver. All of the royalty stream companies tend to trade at very high valuations, and this one is at 20X EBITDA and 30X earnings. Missed a little on their last earnings. Very low ROE’s. It’s a long ways down before value buyers step in.

Jason Mann NORTH AMERICAN CAUTIOUS No View
TOP PICK TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2015-07-07 $0.000

Short. Coal is definitely one of the key drivers on the valuation. This has a near perfect combination of negative headwinds. 1) Poor commodity pricing on zinc and coal and 2) a stressed balance sheet. Low return on equity at about 2.1X. Have missed multiple earnings reports and have negative cash flow. He has also started to see some stress in the credit market. Dividend yield of 2.58%.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT TLT-N iShares 20+ yr Tr. Bond ETF Market Call (BNN TV) 2015-07-07 $0.000

Bond ETF with a 15 year horizon? A bond should be part of a balanced portfolio and should not be particularly sensitive to a rising interest rate environment. He uses bonds tactically as a defensive allocation. This ETF is a good example. Treasuries have a “flight to safety” quality, so they tend to move oppositely to stocks. You do not want to hold this in a rising rate environment. For someone who is buying it for 15 years, stay in a “short duration”, possibly using iShares 7-10 Yr treasury bonds (IEF-N).

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Markets.  Over 12 of the last 13 years, something unusual has happened in the summer.  Last year it was Ebola and the Ukraine, and this year it is Greece and China.  Then the markets go down.  China is propping up the stock market by getting institutional investors to buy more.  They had a 30% drop in one month.  You are going to have more volatility in the markets during the summer.  Once you get past the volatility then you are set up for upside.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

S&P 500.  It broke below its 200 day moving average today, and then came back.  It should go sideways for a bit.  It should go up by end of year.  There could even be a summer rally.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Greece and the Bond Market.  This morning the reaction was a strengthening US dollar and then a strengthening in bonds.  It is a flight to safety.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Educational Segment.  Volatility vs. Markets.  When the volatility spikes, the market goes down.  This happens every year.  Reduce equities in May and watch for volatility.  Then the summer rally happens.  Last year it happened in the middle of October.  But a lot of times it happens in the summer.  As of today, your finger should be on the trigger to maybe buy over the next two to three weeks.  You have to watch for the trend of volatility to end.  Wait for the VIX to come down again, completing the spike.  Gold seasonality:  July 9th, gold usually starts to go higher until the end of October.  Support going back to last November is still in place.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Markets.  Greece is inevitable.  It is a huge crisis.  The logic end is that they leave the euro, even if not the best end.  They got in under false pretenses.  The little guy is suffering at the expense of everybody else because they don’t pay their taxes there.  It’s the little guy with savings in Greece who gets paid in Greece.  The euro was set up to benefit Germany, which it did.  The contagion from Greece is not as huge as people think.  The markets have not sold off as much as people would have thought.  He was hoping for more sell off so he could buy companies cheaper.  In the event of a market correction it would not be commodity stocks because it is way too early. He would look at multinational companies headquartered in Northern Europe, but doing business around the world.  He would not look as much in Canada.  The US dollar is down today meaning that the markets have priced in Greece leaving the euro.  

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Banks.  He is not all that positive on Canadian banks.  He is more positive on the US banks.  He has BNS-T only.  It is a relative call.  The Canadian economy will be much slower, if it grows at all.  Canadians are overextended and he does not see as much loan growth.  In the US the banks have much more interest rate exposure. 

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Gold.  Money flows into the US dollar not gold when there are issues.  He would be more interested in gold ETFs than gold stocks because of issues at mines.  There is lots of other stuff to own.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Pipelines.  He just sold TRP-T to reduce exposure to the beneficiaries of the search for yield.  He can’t advocate putting new money into them.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

Gold. Chart shows a group of lows from 2013, and it looks like it is wedging. The sentiment is negative on gold, which is a positive. He thinks the weak money has disappeared from gold and is now moving into stronger hands.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

Markets. Since March 2009 we’ve had 2 advances. The 1st advance for the first 2 years was what he calls a rebound bull, which is a drop followed by a rebound back. This was followed by a small bear. Around 2012-2013 we began a new advance. There is probably another year to go yet, and investors need to pay more attention. Don’t get involved with the broad indices. Avoid ETF’s that has every stock in the planet in it. Go for seculars and go for the dominant theme. Dominant theme investing will get you through bulls and bears, because dominant theme is a long-term trend. Some current dominant themes would be healthcare and Agro. Also, lumber has a ways to go. Transports are dominated by rails and airlines, and he thinks it is more consumer sensitive. On the other hand, the Russell 2000 is economy sensitive and is starting to outperform the transports. This is a good sign and is telling him that the US economy is going to march forward.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

US fracers. Why is this group down? The oil group in general peaked in mid-2014, and then plummeted down to a low in December/14. It rallied back and is now testing that low. Some are breaking that December low and some are not. The fracers are leading the sector. Today was a very special day for the entire energy sector.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC _N/A View
DON'T BUY AA-N Alcoa Market Call (BNN TV) 2015-07-06 $11.030

His outlook is not good near to medium term.  Your major buyer is China, but they actually produce aluminum themselves.  The outlook is not good.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2015-07-06 $126.000

The big growth spurt was from 2006 to 2009, followed by a growth spurt in 2009-2011 and another one from 2013-2015. That is 3 growth spurts and this stock is in the 3rd phase. A lot of money was made in the 1st spurt, but not as much in the 2nd and even less in the 3rd. He thinks growth in this company is going to slow down. Most of the easy money has been made. He wouldn’t get too excited about this.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
COMMENT ABT-T Absolute Software Corp. Market Call Tonight (BNN TV) 2015-07-06 $8.870

Chart shows a down period from late 2007 into 2009, followed by a long advance. It may now have digested all of the bad stuff and is now just trying to break out. Looks promising. Comparing this to the XIT-N, it is matching the performance, which is not a bad thing because the XIT is doing rather well.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
HOLD AC-T Air Canada (B) Berman's Call 2015-07-06 $13.340

It is in an upward trend on a longer term basis.  Seasonally, it goes higher October to December of each year based on winter vacations.  Technicals are okay.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK ADN-T Acadian Timber Corp Market Call Tonight (BNN TV) 2015-07-06 $18.700

(A Top Pick May 22/15. Down 0.67%.) Still looks good and lumber is a dominant theme, so if you own, continue to Hold.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
TOP PICK AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2015-07-06 $30.790

Chart shows a long period of sideways congestion from September through to May, followed by a breakout which it is testing right now. Hit an all-time high recently, and when a company does this, it is never the last one. It should work higher.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
DON'T BUY AR-T Argonaut Gold Market Call Tonight (BNN TV) 2015-07-06 $1.730

Chart shows lows in mid-2013, mid-2014 and late 2014-early 2015. This was a good day for gold and this company did not participate. A relative under performer.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
COMMENT ASHR-N Deutsche X-trackers Harvest CSI 300 China A-Shares Market Call Tonight (BNN TV) 2015-07-06 $41.340

An ETF on the China situation? This tends to track the Shanghai composite pretty closely. It is fairly new, which is a problem for technical analysis. Chart shows a flat congested period August to November, followed by a rally with some support at around $38. If it can hold at $30, you should be okay. (See also FXI-N)

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2015-07-06 $16.940

He prefers the regional banks as opposed to the money center banks.  They have big capital market divisions and that is not earnings quality to him as loaning money out.  He likes BBT-N, and BKU-N.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2015-07-06 $25.930

He recently started buying it again.  He had looked for two things.  The expansion in the US – would it sacrifice margins, and since half the business is energy related he wanted to show they handled that.  They moved trucks to the non-energy area and margins were okay for the last two quarters.  So he has no problem owning it and buying again.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-07-06 $63.930

Chart shows the peak at around $50 from 2007-2010, followed by a rebound bull, a small bear followed by a breakout. It is now showing a slight period of underperformance. Every investor should have 15%-20% in bank stocks, but he would just buy an ETF basket, such as ZEB-T.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
WATCH BTO-T B2Gold Corp. Berman's Call 2015-07-06 $1.930

Gold is just turning positive at the end of this week.  By end of month the stock should turn positive also.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT C-N CitiGroup Market Call Tonight (BNN TV) 2015-07-06 $55.080

US banks have been doing rather well and are finally getting some traction. Keeping up with its peers and looks favourable. It is trying to make a breakout. Thinks this works higher with the rest of the group.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
PAST TOP PICK CAE-T CAE Inc Market Call Tonight (BNN TV) 2015-07-06 $14.820

(A Top Pick May 22/15. Down 2.3%.) Aerospace is one of his favourite themes. This company has been trying to break out of a series of highs of a little over $15. Every time it tries to break out, it gets smacked down again. A very frustrating stock. Still a Hold if you own.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-07-06 $156.850

(Top Pick June 23/14, Up 54.51%) It is a ten bagger for some clients.  He cuts back when it hits 9-10% of a portfolio.  Canadian based multinational packing company in pressure sensitive labels.  There is still lots of growth.  Don’t be scared by it being a $150 stock.  It is a good dividend grower.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
WAIT CCO-T Cameco Corporation Berman's Call 2015-07-06 $17.650

It is forming a nice base pattern.  It should move higher from December to May, seasonally.  It is not showing strong momentum at this stage in the markets.  Uranium contracts are signed early in the new year. 

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
HOLD CJP-T iShares Japan C$ Hedge ETF Market Call Tonight (BNN TV) 2015-07-06 $15.320

Chart shows lows from 2009 to 2012. The rebound bull in 2009-2010 didn’t work out. It is now starting to break out. There is a falling wedge from 2010 into 2012, which is very bullish. Thinks this goes higher.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
WAIT CNR-T Canadian National R.R. Berman's Call 2015-07-06 $72.900

Does very well from mid October to mid April.  It has come down and broken a support level.  Wait until October.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK COW-T iShares Global Agriculture ETF Market Call Tonight (BNN TV) 2015-07-06 $32.930

This tracks specific agricultural stocks. Chart shows an advance from January through to April, followed by a bit of a consolidation in June. He thinks this is going to break out and go higher.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-07-06 $25.810

He used to own it but no longer does.  The dividend looked safe because of hedging.  But he sold because they can’t continue to hedge out at a price like that. He wonders about the long term safety of the dividend.  They have been making a lot of acquisitions to grow and they kept issuing stock that diluted the stock. They are starting to do that again.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
DON'T BUY DHX.B-T DHX Media Market Call Tonight (BNN TV) 2015-07-06 $9.550

Not a fan of dual share companies. This story had been very compelling and became over-loved. A compelling story can only get so compelling before it runs out of steam. Technically it is not going anywhere.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
DON'T BUY EFN-T Element Financial Market Call (BNN TV) 2015-07-06 $19.440

It has grown a lot in a short period of time.  It has been a great ride, but not a value stock.  Senior management had some issues many years ago and he got burned.  Once burned, twice careful.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT FXI-N iShares Xinhua China 25 ETF Market Call Tonight (BNN TV) 2015-07-06 $43.840

An ETF on the China situation? The 10 year chart shows a financial crisis peak in late 2007 with a low in late 2009. This was followed by a rebound bull followed by a long sideways period of congestion. It seems to be finally trying to break above the peaks in the congestion, so he thinks it is probably just getting underway. It looks interesting. The strong US$ may hurt the performance a bit. (See also ASHR-N)

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
TOP PICK GE-N General Electric Market Call (BNN TV) 2015-07-06 $26.310

It was a very good industrial based company.  It was transformed to financial just in time for the financial crisis.  They are in the process of disposing of their financial exposure.  It is trying to transform itself back into an industrial conglomerate.  He thinks this is very positive.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
TOP PICK INP-X Input Capital Corp Market Call Tonight (BNN TV) 2015-07-06 $3.000

This company finances canola crops. There is a new bull cycle in rapeseed. He likes the grains in general and thinks this company is going to be a beneficiary of a recovery in the grain market.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Yes View
HOLD IPL-T Inter Pipeline Berman's Call 2015-07-06 $28.350

It has been in a trading range for 8 months.  There is no technical indication of changing this trend.  You can hold it for the dividend.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK KNEBV-OMX Kone Oyj Market Call (BNN TV) 2015-07-06 $0.000

(Top Pick June 23/14, Up 15.09%) Elevators: new construction (China Exposure) plus maintenance. The China business is slowing some, but the maintenance business is picking up.  He would still buy it and does for new clients.  It trades on pick sheets (KNJBF).

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
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