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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) 2016-02-10 $0.020

Energy. We have seen hundreds of billions of dollars in cuts in CapX spending in the industry. Feels the time for buying energy is probably coming quite soon. It is time for people to get interested in energy, because all the CapX cuts are going to impact production growth in the future, which is where the real opportunity lies. OPEC produces 2 million a day more than they were when all this started. Part of the problem has been OPEC itself, but also we have not had the kind of production we expected from the US, but that is coming. It has a lag time. When we saw the production cap happening in the US, a lot of it came with efficiency gains because of production cuts, and she doesn’t see that for this year, and this year the cuts are really going to impact. There could be a surprise to the upside because of how crude trades on this kind of behaviour. One caveat is that demand is going to be pretty decent this year, but there have been reports out that demand might slow down growth. However, thinks the oil sands is going to be challenged.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-10 $0.020

Markets. Things people are worrying about are not new problems for the most part. Markets for the last 5-6 years are advancing in spite of major issues percolating underneath the surface. The problems really never went away and as valuations continue to appreciate, and as some of the problems became more acute, it has given people pause to think about their positions. A common lore is that demand for oil is falling, and falling oil prices have been a symptom of weak global demand. However, demand for oil last year was the strongest it has been in 5 years. The problem is we have too much oil. This is an example of people focusing on what is an easy answer. Another one is the focus on China. China is decelerating its economic activity and is going through a transition, and people are worried about the devaluation of the Renminbi and what it is going to do to global markets and that we are going to have a currency war. We are already having a currency war and we are all pushing China to make their economy more open. The Chinese currency has appreciated, as has the US currency, for many, many years now. Now the currency is going down a little and people are criticizing them. Nobody pays attention to the fact that every country is in a competitive devaluation situation, which is very deflationary and is causing major problems to the US economy. Investors are only now starting to pay attention that the strong US$ has become a major headwind to US multinational corporate profits. He carries a very heavy cash position, just under 30%. The big new problem: are European banks spiraling out of control? He has been watching credit spreads widening globally for quite some time. Partially that is a function of the structure of the credit markets where a lot of high-yield bonds are held in ETF’s. The illusion exists that you can get instant liquidity. But the ETF has to sell the underlying security. With the new regulatory environment in the States and Europe, banks are less inclined to become liquidity providers in bond markets, so they have to find fewer and fewer buyers, and the major buyers of ETF’s are now in liquidation mode taking things down to valuations that compel people to purchase them. He is finally starting to see pretty good value in securities, particularly in the US. With credit spreads widening in Europe, etc., that stuff starts to begin morphing and becomes problematic.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-10 $0.020

Canadian negative interest rate environment? Canada could certainly go into a negative interest rate environment. Last year there were a lot of analysts that were suggesting banks should be bought because the yield curve was going to steepen as the Fed raised interest rates. It has done exactly the opposite. Negative interest rates are a tax on banks at a time when banks are already struggling with other kinds of problems. He doesn’t think negative interest rates will cause banks to cut their rates. They are well capitalized, strong and quite capable of dealing with an increase in nonperforming loans. However, he does think Canadian banks have been feasting on selling Canadian investors a debt for a good long time.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN _N/A View
TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2016-02-10 $94.270

A great company and the largest company in the world. People are questioning how they can possibly do any better than they have. There are probably around 600 million iPhones out there, about 2 million 6’s, which means there is about 4 million odd 3’s, 4’s and 5’s. If you upgrade 50% of those every 2-2.5 years, that is 100 million of demand from just upgrades, taking out growth in the marketplace and China, which is growing by leaps and bounds. They are just getting involved in India. Trading at 10X earnings.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT AAV-T Advantage Oil & Gas Ltd Market Call (BNN TV) 2016-02-10 $7.490

Have done an excellent job ratcheting down costs. They struggled a little when they were a trust, but then spun out their oil production into Longview. This has put them into the category of a lower cost producer on the gas side. They actually make money when everybody else is not. Have hedged very well and have a huge cash flow growth profile.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL No View
COMMENT ALA-T Altagas Ltd Market Call (BNN TV) 2016-02-10 $30.170

This is doing quite well in this environment. Has been able to grow its EBITDA this year. One of the lowest payout ratio companies in its universe. This presents an opportunity for people that are looking for a safe yield. The 6.5% dividend is absolutely safe.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
COMMENT ARX-T Arc Resources Ltd Market Call (BNN TV) 2016-02-10 $16.600

A natural gas specialist. This is a “Best in class” company in the oil/gas space. Has been able to maintain some growth in this environment as well as maintaining its balance sheet. They are really good at hedging. Have enormous torque to the Montney gas play, and there is a lot of upside to the story on this.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
SELL BAC-N Bank of America Market Call Tonight (BNN TV) 2016-02-10 $11.980

The banking sector is struggling with credit concerns that are emanating partially out of Europe, and that problem is not going away in the short term. Secondly, the US banks along with Canadian banks, are struggling with their exposure to energy loans.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK BNK-T Bankers Petroleum Market Call (BNN TV) 2016-02-10 $0.750

(A Top Pick Feb 12/15. Down 77.71%.) This has been a disappointment. Had problems with the Albanian government, but the tax issue should get sorted out sometime this quarter. Great quality company, and its assets are phenomenal. In a rising oil price environment, this is a great place to be.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Yes View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2016-02-10 $52.660

A well-run bank and he likes what the new CEO is doing. He is being tough on the organization to make sure it is being run on a cost competitive basis, but he is operating in very difficult environments and they are going to stay difficult for the foreseeable future. Thinks the banks are good value, but could become even better value. They’re all trading at around 10%. This is yielding about 5.3% and he could see it yielding 6%.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-02-10 $2.360

No money is being made on heavy oil. All the money is being made in the light oil Eagleford play, where they have partnered with Marathon in Texas. An excellent way to play a recovery if you believe in a recovery in oil prices. They have problems on the debt side. At risk of reaching covenants yet again, but thinks they have offense (?), so there is upside for equity holders. Without higher oil prices, this story is quite impaired. If looking for an opportunity on an upside in oil, a small position could be okay.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
SELL BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2016-02-10 $1.370

(Market Call Minute.) They are ramping up debt with the decline in their production profile. Not a good combination.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL No View
PAST TOP PICK CASH CASH Market Call Tonight (BNN TV) 2016-02-10 $0.010

(A Top Pick March 10/15.) He always carries above average positions in cash. It gives opportunities. To deploy this, it would have to be some really good health care, technology, maybe some industrial stocks, and would have to be blood in the streets.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2016-02-10 $103.160

The general market perception is weighing on companies like this. Then there is the political garbage that is weighing on them, and that is going to keep the stock under lid for a little bit, but it has a great growth story. Trading at a very, very reasonable valuation. Strong balance sheet. Of all the biotech stocks you would want to own, this is the one. Would love to see it get beaten up a little further, so he could add more.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2016-02-10 $13.660

She picked this, not only because she thinks oil prices are going to go up, but the business has not been impaired like others in this environment. You want to be exposed to a company that is not going to fall apart, but also has an upside opportunity. Operationally things are going great for them. Decline rates in production are slowly coming down, which means they have to spend less capital. Dividend yield of 8.66%, but wouldn’t be surprised if they cut this again.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Yes View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2016-02-10 $22.510

Sold his position last year at around $26. Likes the company very much and is a big believer in the evolution and growth in the Internet of things. This company is a central component of that hub. They are dealing with competitive pressures out of China, and a lot of their major customers are building a lot of their own products internally. It was major currency headwinds that caused him to pull Sell. Good strong balance sheet and a good dividend yield. He expects he will own this again in the future, but doesn’t think the stock is going anywhere soon. We are still early in this correction.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY CVE-T Cenovus Energy Market Call (BNN TV) 2016-02-10 $13.520

This is quite challenged at this time. Have raised some capital, cut the dividend and sold their royalty package. Essentially with commodity prices where they are, the debt has ramped right back up again.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL No View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-02-10 $88.850

(A Top Pick March 10/15. Down 12.76%.) Just bought more today. A wonderful company. It has Star Wars and there are going to be more Star Wars. Being criticized by analysts who have never run a company themselves.  Bob Iger bought the Lucas Film franchise for $4 billion, and the 1st movie he put out generated $1.5 billion in profit.  This is the most sophisticated company in the media business in the world. It is not just about ESPN or Star Wars. Theme park business revenues were up 15% this last quarter. Their theme parks in China are opening up. Their movie business is hugely profitable.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
SELL ECA-T Encana Corp Market Call (BNN TV) 2016-02-10 $4.860

Sometimes companies are forced to sell midstream assets to raise capital, but unfortunately the company that owns the midstream charges for that. Encana is having some issues in that they are having some really high costs on the transportation side, as well as having high operating costs. In this environment, you want the low cost operator, and this is not it.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
HOLD EFN-T Element Financial Market Call Tonight (BNN TV) 2016-02-10 $12.770

He is a long-term investor. Likes the company. This has been hit for multiple reasons. The former CEO is quite flamboyant. Did an excellent job, but some investors always have the thought that he is going to get himself into the same problems that he was into before. There is a lot of hot money in the stock. There are a couple of comparables in the US that have run into problems. Doesn’t think the comparisons are strong or valid. Trading at about 7X its earnings. It is going to survive.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2016-02-10 $44.000

This deserves an award for talking about a great story and getting the investment community on board. Of course the street is going to love this company because it is the biggest pair of commissions and underwriting fees out there. It is a huge labyrinth of special-purpose entities, spinoffs, new opportunities to raise money. It is just Financial Engineering 101.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2016-02-10 $101.000

In many respects they have a better mouse trap from an advertising perspective than what Google does. Management is fearless and clearly a visionary. Strong balance sheet and rapid, rapid growth. Trading at 30X earnings, so it is a little bit rich, but they are knocking the ball out of the park. Thinks it could be the largest company in the world in a couple of years.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2016-02-10 $37.470

The recent deal was viewed very negatively by the street. It is a huge investment on this company’s part compared to its market cap. A lot of Americans are going to be getting shares in the company, and are not very happy about it. About 50% of those shares are going to be recycled. The company is being viewed increasingly as empire builders.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2016-02-10 $28.300

Trading at 19X forward earnings, which is a little rich for him. Likes that they are getting out of the financial services business and are buying back stock. He likes industrial areas which are struggling because of the energy space. Likes the healthcare space that they are in. Would be very happy owning this because it is a well-run company that has gone nowhere for a long, long time. Thinks the dividend is safe.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK GEI-T Gibson Energy Market Call (BNN TV) 2016-02-10 $14.910

Big transporter and storer of oil. Has traded a lot with commodity prices, which is a little unjustified. Valuation wise it looks really compelling versus its peers. Have spent a lot of money on terminals and pipelines to gather oil in the heart of Edmonton for shipment. This should improve their cash flow profile. Has a lot of “take or pay” contracts which provides a lot of help. Dividend yield of 8.55%.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Yes View
PAST TOP PICK GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2016-02-10 $706.850

(A Top Pick March 10/15. Up 26.26%.) Loves the company. Reported excellent earnings. This is one of the juggernauts that you just have to continue to own.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
SELL HSE-T Husky Energy Market Call (BNN TV) 2016-02-10 $12.250

A challenged company. Has one of the cleaner balance sheets, however management misstepped when they decided they were going to pay the dividend with all shares, and then decided to remove the dividend altogether. This is the trouble when you have one primary shareholder, as they essentially dictate what happens to the company. Doesn’t feel the upside is as great as with other companies. If you own, consider switching.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL No View
COMMENT IMO-T Imperial Oil Market Call (BNN TV) 2016-02-10 $41.380

A great, solid, well-run company, and you can tell that by the way it trades. Free cash flow profile looks healthy, which is good for the investor. Because it is such a good quality company with less beta than the rest of the group, in a rising price environment you are not going to get as much appreciation as you would in some others. This is a company you don’t want to own coming out of a recovery. Also. refining margins are coming down. Feels some of the best upside is going to be in the pure play rather than in an integrated story.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
COMMENT IPL-T Inter Pipeline Market Call (BNN TV) 2016-02-10 $20.480

A very well-managed company with a strong cash flow profile. The opportunity for pipeline growth is diminishing. A company like this is good for a safe, secure dividend, but the market doesn’t like that its growth profile is limited. Dividend yield of 7.6%. 

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
HOLD KEL-T Kelt Exploration Market Call (BNN TV) 2016-02-10 $3.080

(Market Call Minute.) Great assets, but has been challenged by rising debt. Also, valuation is quite high relative to its peers. A lot of companies look to Short this when prices are going down. Likes management.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL No View
BUY KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2016-02-10 $3.080

One of the best management teams out there. Amassed very, very large land positions and have been drilling outstanding wells. The balance sheet is in good shape. US investors have been shorting this, and the short position is about 10 million shares, which is a future buying power. Struggling with a commodity price which is unsustainable.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT KEY-T Keyera Corp Market Call (BNN TV) 2016-02-10 $34.540

Natural gas processor. Has traded down quite a bit, where she thinks there is an opportunity. A very strong company and is in a good environment for picking up assets from some of the struggling oil/gas companies that own riskier assets. This is definitely worth a second look, particularly when you see where the stock is trading. A good dividend which she thinks is safe.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
DON'T BUY MEG-T MEG Energy Corp Market Call (BNN TV) 2016-02-10 $3.970

A challenge in that you have to have a significant bullish sentiment on oil/gas prices, especially oil, to be invested in it. Has significant debt. The maturity for the debt is pretty long dated, such as 2020-2021, however their interest payments per BOE is around $10. They are attempting to address this by potentially selling the access pipeline, but they didn’t talk about this very much in their quarter. She would stay on the sidelines until you know where oil prices are going to go and that management is able to address their debt burden.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
SPECULATIVE BUY MVN-X Madalena Ventures Market Call (BNN TV) 2016-02-10 $0.270

A player in Argentinian shale. A really interesting company, and if you have a little bit of money where you want to play some significant torque, this is an interesting one. Argentina for her is a “no go zone” because of their historical issues of taking assets away. However, the country is improving politically.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL No View
HOLD PEY-T Peyto Exploration & Develop. Market Call (BNN TV) 2016-02-10 $29.430

An excellent quality company which has done really well. They have been able to grow in this environment. A low cost producer and this is an excellent environment. Will get some really good deals. Some good optionality here for higher natural gas prices.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
WAIT PSK-T PrairieSky Royalty Market Call (BNN TV) 2016-02-10 $19.090

(Market Call Minute.) There is talk about a dividend cut, and thinks it is quite likely. They don’t want to carry any debt, and the payout ratio is over 100% right now. They can pay out almost all their cash flow because they don’t have to spend any money to drill. However, with Canadian Natural Resources (CNQ-T) selling their royalty assets to Prairiesky, you have to recognize that CNQ has a 19% ownership. They could cover off some of their debt to CNQ shareholders in the form of a dividend. Wait until that is over.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
PARTIAL BUY RMP-T RMP Energy Market Call (BNN TV) 2016-02-10 $1.430

A Montney player with a lot of elements for a good potential story. Feels there is a lot of upside, especially with the Waskahigan play. With all these small gas companies, liquidity is a problem. This one has a pretty low debt to cash flow, but the room they have in their lines is somewhat limited. She would like to see it through another credit facility valuation, and that will be coming quite soon for a lot of these companies. Once you are quite certain that the liquidity is there, it would be a good entry point. It is worth a small turn at these prices.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
PAST TOP PICK RRX-T Raging River Exploration Market Call (BNN TV) 2016-02-10 $8.910

(A Top Pick Feb 12/15. Up 4.76%.) This company is extremely impressive. It has done everything that a company should be doing in this environment. Had lots of free cash flow potential and an extremely healthy balance sheet.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Yes View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2016-02-10 $55.140

Would love to own this, but it has always been a bit too rich for him. Trading at 30X forward earnings. Thinks their move into China will serve them well, but the Chinese don’t drink a lot of coffee, they drink a lot of tea.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY SGY-T Surge Energy Inc Market Call (BNN TV) 2016-02-10 $1.940

This is doing quite well right now. Had to cut the dividend and rationalize their CapX, but have been able to high grade their portfolio, which helps them in terms of their operations. You own this for a torque in oil prices, because in this environment they are not making any money. Sees better options elsewhere.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
DON'T BUY SJR.B-T Shaw Communication (B) Market Call Tonight (BNN TV) 2016-02-10 $23.110

Has trouble owning companies that have anything with a “dot B” in the symbol, a non-voting stock. The company hasn’t created a lot of value for shareholders in probably 10 years. They are shuffling things around between other company holdings that they control. 

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
BUY SPE-T Spartan Energy Corp Market Call (BNN TV) 2016-02-10 $2.360

(Market Call Minute.) Great company and great management with lots of growth opportunity. Feels they are going to be an acquirer in this market. Very good balance sheet.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Yes View
COMMENT TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2016-02-10 $4.780

A great company with one of the best management teams in Calgary. Has the oil upside which is where you really want to be right now, because the commodity is bottoming. Given where commodity prices are now, there are a lot of dividend cuts, and Torc hasn’t had its turn yet, but she feels management is considering it. The payout ratio is higher than comparable companies. Dividend yield of about 11%.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Unknown View
DON'T BUY TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2016-02-10 $143.670

Hated the stock for a long time and is finally seeing some joy. Elon Musk is a visionary and has a confidence to not only blow his billions, but all kinds of other shareholders billions, in order to build an electric car. The electric car is here. The battery is not the issue; the issue is that there is nothing unique about what they do. They started by building a great new car and were out first. But often the 1st mover is not the winner. Cars are fashion statements and people like to buy them because of the way they look. All the manufacturers are going to come out with electric cars, so it really comes down to style. This company has struggled to make 55,000 cars a year and they make no money on their cars. They are living on tax credits to cover part of their costs. When competition comes out that has a lot of skill in mass scale manufacturing, how can this company possibly get the critical mass they need?

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK VET-T Vermilion Energy Inc Market Call (BNN TV) 2016-02-10 $32.460

They have not impaired their balance sheet with what is going on in oil prices. This does really nicely for higher oil and gas prices, and the company will do quite well in that environment. Also, thinks its business has been proven. There is going to be a lot of free cash flow generated from its current project offshore Ireland. Have already drilled the well and just have to turn the taps on and wait for the money to come in. Great management team. Dividend yield of 7.85%.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Yes View
PAST TOP PICK WCP-T Whitecap Resources Market Call (BNN TV) 2016-02-10 $5.930

(A Top Pick Feb 12/15. Down 53.5%.) Lots of free cash flow and dividend growth potential is still there in a high oil price environment, but their hedging has rolled off, which makes things a little more challenging. It also increases their debt. Too many people were hiding in this story. Thinks very highly of management. Dividend yield of 7.6%.

Swanzy Quarshie OIL & GAS OPTIMISTIC on OIL Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-02-09 $0.020

Markets. This is going to be a challenging year for investors. It has been much more pronounced than people expected. Feels we are now getting to the point where lower oil prices are sparking concerns about credit. A lot of people are looking at the banks, their balance sheets and exposure to oil companies as well as debt maturities coming up for renewal this year and next, and how many companies are going to be going concerns. You are seeing this with Canadian, US and European banks, so you have credit concerns. Over and above that you have global growth concerns, so people are starting to fret about China in 2016-2017 as they go through the transitionary period with their economy. People are making bets against the Chinese Renminbi, and are going short the currency, because they suspect further devaluation is necessary to stabilize economic growth. Then there is some uncertainty about growth in the euro zone and Japan and what the ECB is going to do at their coming meeting in March. All those global growth concerns, low commodity prices, currency depreciation are really contributing to the economic market volatility. Thinks we are going to see the US Fed take a more dovish stance. While most people were expecting 4 rate hikes at the end of 2015 and 2016, now we will be lucky if we get one, if that. If the US Fed backs off, it could be a bit of a rallying cry for equities and maybe a reset of inflation expectations, which is why you are probably seeing the US$ fall back.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-09 $0.020

Markets. There seems to be a lot of uncertainty as to what is happening with the impact of energy and fears that we are heading into a global recession. Certain regions are overly dependent on energy which has hurt their economy, and Canada is one of them. US doesn’t have energy as that important of a role. Manufacturing has been quite weak, even in the US. Some CEOs have said we are in an industrial recession. However, for the US economy, the US consumer is much more important, as their economy comes for 85% of GDP. The US consumer is in a very good situation. There were very strong job numbers last week, even though they were below consensus numbers. Unemployment is at an all-time low below 5%. The non-manufacturing Index is still expanding, so she thinks that the US economy will grow at a modest pace this year.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT AA-N Alcoa Market Call Tonight (BNN TV) 2016-02-09 $7.810

A pretty solid company. They are splitting their upstream and downstream operations. She is not putting money into the commodity space as she would rather wait for everything to stabilize.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2016-02-09 $94.990

At this price, it has probably found a bottom. There is not a lot of visible growth. Trading at a pretty low multiple and have tons of cash. They are buying back stock and paying a dividend, so she thinks you are pretty safe with this.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2016-02-09 $4.320

He is a large shareholder. Trading at about 11% discount to NAV. A great name to hold, but his concern is the Western Canadian exposure. It looks like in-place rents are about 5% higher than market rents in Western Canada, and that is getting offset by some strength in Eastern Canada, so he feels that everything on balance is okay. If looking for a name that is a little bit cheaper in the industrial sector, you could look at Dream Industrial (DIR.UN-T), which is trading at about a 25% discount to NAV and also cheaper on other metrics. However, it is externally managed and does have a little more Western Canadian exposure, but that is fully reflected in the share price. He still holds Pure Industrial and thinks it is fine.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT ABT-N Abbott Labs Market Call Tonight (BNN TV) 2016-02-09 $37.000

Abbott Labs (ABT-N) or Johnson & Johnson (JNJ-N)? She likes healthcare as an overall investment because of the demographics. They both have FX headwinds because they are both international. Emerging markets is about 40% of this company’s revenues. If you want a diversified health care company that gives you an attractive yield, she would go with J&J.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2016-02-09 $16.850

Hasn’t been adding any energy exposure for the last 1.5 years. This is a very low cost producer, located primarily in Alberta. Has an attractive yield. One of the higher-quality names. Supply growth in energy is still outpacing demand growth.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2016-02-09 $11.110

Owns a little and is looking to add to it. This is a Western Canadian exposed REIT, so it has declined a lot. Trading at over a 30% discount to NAV. The nice thing about this is that you are getting about a 10% yield. Payout ratio is around 80%. Only about 25% of its net operating income comes from Western Canada.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
DON'T BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2016-02-09 $12.200

Price to BV is quite low. US banks have come through 2008-2009, but the ROE on these names is quite low compared to Canadian banks that are in the high teens. She owns Wells Fargo (WFC-N) which has an ROE of about 14%-15%. Usually the higher the ROE, the more you are going to pay in terms of valuation. The yield on this is nominal at 1.64%, and every year they have to go to the Fed to apply for any increase.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD BIN-T Progressive Waste Solutions Inc Market Call Tonight (BNN TV) 2016-02-09 $37.780

Being acquired. Waste collection is a mature industry, so M&A is always a theme in that sector. If you are a shareholder, you might as well Hold because you are probably going to get some operating levers in terms of cutting costs, giving you a lift over that.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
BUY BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2016-02-09 $49.120

Likes the name and you are getting an attractive dividend. Very well diversified. They own everything from toll roads to terminals. Almost exactly the kind of name you want to own in a low interest rate environment, when you are seeing money flow into defensive sectors. Very defensive name. Dividend yield of 4.6%.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2016-02-09 $28.590

He is a big shareholder in this. One of the best performing Canadian REITs year to date, primarily because it is Eastern Canadian focused, and is low income housing. In an environment where there is economic uncertainty, and you are worried about the health of the economy or the consumer in aggregate, there should be more demand for low income Housing. An interesting switch would be to consider going into Boardwalk (BEI.UN-T) instead, because he thinks they will benefit as oil prices recover.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
TOP PICK CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2016-02-09 $48.750

Just reported and they were good numbers. A good slate of movies has helped traffic. Very good operators. They are always able to improve their revenue spend per patron. Have been able to increase their concession spend. They are trying to diversify their revenue base by getting into online gaming. Dividend yield of 3.2%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2016-02-09 $90.510

Reported this morning. Had pretty decent results and were on target. She likes healthcare as a long-term investment play, because of aging demographics. They have the Pharmacy Benefits Management business as well as their retail. Very uniquely positioned. Made an acquisition last year that brings them into the long-term care channel as well as buying the pharmacies from Target. She would start buying this here. It has pulled back.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
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