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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
  
PAST TOP PICK 0066-HK MTR Corporation Limited. Market Call Tonight (BNN TV) 2014-04-24 $0.000

(Top Pick Apr 24/13, Down 2.85%) They raised the dividend.  Global operators of rail companies.  Very good balance sheet, progressive dividend.  Upside without a whole lot of risk.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-24 $0.000

Markets.  We saw an inflexion point recently where fund managers are beginning to come back into this space.  There is a lot of US money coming in here.  He had been waiting a long time for this in this space.  He thinks there are upside scenarios for oil prices. The inventory picture changed through the year as it was the coldest year in a longtime.  In Canada it has almost reached crisis proportions.  The producers have a big job to do to refill those inventory levels by the beginning of the next heating season.  This is a better natural gas picture than we have seen for a long time.  He decided not to go headlong into the gas trade but to increase exposure to balance producers that have exposure to gas as well.

Mason Granger OIL & GAS BULL on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-24 $0.000

Markets.  Thinks the recovery in the US is in fact occurring, but the market got a little ahead of itself.  Unemployment and consumer spending are both moving in the right direction.  Europe seems to have bottomed, but the market was a little ahead of itself there.  Emerging markets are where there are opportunities.  Developed Asia is probably the best place.  Hong Kong, Korea, parts of China, and Singapore.  Euro zone growth will be tepid.  Ireland has emerged from special measures and Spain is doing well.  Japan has to maintain the printing presses, but to move beyond the current levels of debt, they need international holders.  Longer term, he thinks this is a dangerous place.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-24 $0.000

Weak Canadian Dollar.  If the US continues to strengthen you will see a normalization in the currency.  If you have holdings outside of Canada they will have their growth and dividends magnified by any weakness in the Canadian dollar.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS _N/A View
SELL AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-04-24 $0.000

After 2008 you’ve seen a huge run up.  The easy money has already been made.  Thinks this trade is done.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
COMMENT AET.UN-T Argent Energy Trust Market Call (BNN TV) 2014-04-24 $0.000

Lots of turnover at the top.  They have not performed well and tacked a lot of debt onto the balance sheet.  There were concerns when the reserves came out and they cut the dividend.  Thinks they will get acquired.

Mason Granger OIL & GAS BULL on OIL Unknown View
WAIT AKO.B-N Embotelladora Andina Market Call Tonight (BNN TV) 2014-04-24 $0.000

They are a bottler.  The strategy is a good one.  They are a staples story in a fast growing economy.  He is troubled about Latin America however.  Wait for Argentina to restructure its bonds.  You may find a better entry level.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-04-24 $0.000

Started out as an acquirer of oil sands leases.  They have migrated into light oil, but this has not wowed anyone.  They are looking for conclusion to these oil sands plays.  Doesn’t plan to buy.

Mason Granger OIL & GAS BULL on OIL No View
DON'T BUY BIDU-Q Baidu.com Market Call Tonight (BNN TV) 2014-04-24 $0.000

It is day traded.  There are huge volumes.  He was in China last year and found out how pervasive the online shopping experience is.  He is not sure it is a longer term hold but it is a trading vehicle.  Be prepared to trade it.  It is not for him.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
TOP PICK BNE-T Bonterra Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

Preeminent dividend paying light oil stock in Western Canada.  The best capital allocator in Western Canada.  You can expect ongoing dividend increases and production per share growth.

Mason Granger OIL & GAS BULL on OIL Yes View
TOP PICK BNK-T Bankers Petroleum Market Call (BNN TV) 2014-04-24 $0.000

A top holding for a number of years.  Have done exceptionally well recently.  Pretty impressive quarter on quarter production growth.  Work on a port to plan for the future growth of the company.  NAV is $8.15 so ti is undervalued.

Mason Granger OIL & GAS BULL on OIL Yes View
BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

Struggled over the last couple of years with low gas prices.  They own a lot of their infrastructure and have a commanding presence in plays that have great economics.  Thinks they are through the worst of it. 

Mason Granger OIL & GAS BULL on OIL No View
TOP PICK BP-N BP PLC Market Call Tonight (BNN TV) 2014-04-24 $0.000

(Top Pick Apr 24/13, Up 23.28%) The liabilities are effectively dealt with.  They are growing the company.  Longer term this will be a growth story.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

A core holding.  Benefits form an improving picture for heavy oil.  An recent acquisition was accretive and allowed an increase in the dividend.  Likes what they are doing and has confidence in the management.  A solid 5 year plan for developing their resource base.  An excellent track record.

Mason Granger OIL & GAS BULL on OIL Yes View
BUY BTI-A British American Tobacco Market Call Tonight (BNN TV) 2014-04-24 $0.000

The E-cigarette market has affected the stocks.  Little volume growth from emerging markets but they keep rewarding shareholders.  Good company.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
TOP PICK BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-04-24 $0.000

Thinks there is upside form here.  Hard to find a stock with this kind of valuation with 30% per share production growth.  Execution of the company has been excellent.

Mason Granger OIL & GAS BULL on OIL Yes View
WAIT CCL-ASE Coca-Cola Amatil Ltd Market Call Tonight (BNN TV) 2014-04-24 $0.000

Bottler in Australia and new Zealand.  The challenge is a very competitive local market and currency concerns.  The balance sheet is quite livid.  The timing is off here.  Recently downgraded on the debt side.  They need to pay back some debt.  Wait until the Australian dollar settles at least.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
BUY CHA-N China Telecom Market Call Tonight (BNN TV) 2014-04-24 $0.000

This is the baby.  Prefers China Mobile because it has no debt.  All of these are leveraged to the growing wealth of the Chinese consumer.  Any of these three would probably work.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
DON'T BUY CLL-T Connacher Oil and Gas Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Absolute disaster building oil sands facility with debt.

Mason Granger OIL & GAS BULL on OIL Unknown View
BUY CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-04-24 $0.000

One of the few large cap stocks he owns.  Likes the free cash flow generating ability of their natural gas assets.  They recently did an acquisition that has fee simple lands, as opposed to crown lands.  The own the mineral rights under the ground.  They could let another company operate on it and get the royalty income from their operations right off the top.  You could see a couple of bucks from this.

Mason Granger OIL & GAS BULL on OIL Unknown View
DON'T BUY COS-T Canadian Oil Sands Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Pure play exposure to operations problems at an upgrader.  Modest dividend yield and growth expectations only.

Mason Granger OIL & GAS BULL on OIL No View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

(Top Pick May 21/13, Up 24.22% total return) Dividend is sustainable at 7%.  A rock solid balance sheet.  Have a program of acquiring light oil assets and building inventory.

Mason Granger OIL & GAS BULL on OIL Yes View
BUY CQE-T Cequence Energy Ltd. Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Pure play on gas.  87 sections of Montney.

Mason Granger OIL & GAS BULL on OIL No View
BUY CR-T Crew Energy Inc. Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Could be the preeminent player in the Natural Gas space.

Mason Granger OIL & GAS BULL on OIL No View
WATCH DEO-N Diageo PLC Market Call Tonight (BNN TV) 2014-04-24 $0.000

This was a growth by acquisition story but late last year he sold it.  There is not much left for them to buy.  It will now turn into an organic growth story.  High quality company but probably very expensive and it will take a couple of years for the market to realize the growth is slowing.  That will be the time to get in.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS No View
WATCH ECA-T Encana Corp Market Call (BNN TV) 2014-04-24 $0.000

[Caller Asked About a Spin Off not yet trading] Prefers to buy the IPO.  Encana is being brought into a focus on 5 plays.  Part of this is spinning out of this entity that they call Prairie Sky.  They want to build a company where they bring in companies that get royalty.  It all comes down to the pricing of this IPO.

Mason Granger OIL & GAS BULL on OIL Unknown View
COMMENT ERF-T Enerplus Corp Market Call (BNN TV) 2014-04-24 $0.000

Doesn’t know how receptive they would be to increasing the dividend until they are confident higher gas prices are here to stay.  It comes down the durability of the recovery in gas.

Mason Granger OIL & GAS BULL on OIL No View
WATCH ESV-N Ensco PLC Market Call Tonight (BNN TV) 2014-04-24 $0.000

The offshore oil drillers give him some concerns.  The oil majors have slowed down.  There has been quite a big build of oil rigs.  The ultra deep water is where you want to be.  From a value point of view this is a good time to look at this category.  This is cyclical and it bounces around.  You have to buy it correctly.  Put it on your radar.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS No View
PAST TOP PICK FRC-T Canyon Services Group Market Call (BNN TV) 2014-04-24 $0.000

(Top Pick May 21/13, Up 41.79%) Fourth largest pressure pumping fleet.  There will be a large increase in demand because gas has recovered somewhat. 

Mason Granger OIL & GAS BULL on OIL Yes View
COMMENT FRU-T Freehold Royalties Market Call (BNN TV) 2014-04-24 $0.000

There are very few royalty based oil companies in Canada.  Their 12-14 times multiple is where Prairie Sky will likely price out.  Thinks a successful IPO of Prairie Sky would be a significant tailwind for FRU.

Mason Granger OIL & GAS BULL on OIL Unknown View
DON'T BUY GS-N Goldman Sachs Market Call Tonight (BNN TV) 2014-04-24 $0.000

Viewed as best on the street in terms of investment banking.  The problem is the regulatory glare is heavily focused on them.  It is better to play the interest rate sensitive banks, probably offering more upside.  He prefers regional banks.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
DON'T BUY HPQ-N Hewlett-Packard Co Market Call Tonight (BNN TV) 2014-04-24 $0.000

He doesn’t know where they go from here.  They have to reinvent themselves.  There is a lot of volatility in the stock.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
TOP PICK KEP-OTC Keppel Corp Ltd. Market Call Tonight (BNN TV) 2014-04-24 $0.000

Premier company in terms of offshore oil rig manufacturing.  Active globally including Brazil.  The big growth market is ultra deep water.  Has increased dividend for 23 consecutive years.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
PAST TOP PICK KNIN-VX Kuehne + Nagel Intl. Market Call Tonight (BNN TV) 2014-04-24 $0.000

(Top Pick Apr 24/13, Up 17.50%) They are a logistic company.  Virtually no debt.  They may approve a special dividend this year.  This company grows of a multiple the same as the global economy.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
BUY MA-N Mastercard Inc. Market Call Tonight (BNN TV) 2014-04-24 $0.000

They outperformed Visa in the last year by quite a bit.  It is a proxy for the relative strength of the US consumer.  Does not have balance sheet risk.  Thinks they will continue to grow.  Good story long term.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS No View
BUY MET-N Metlife Market Call Tonight (BNN TV) 2014-04-24 $0.000

A good story.  He likes the whole insurance category.  For Canadian investors, the Canadian ones offer better dividends.  MFC or SLF.  But you are fine to hold this one.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
BUY on WEAKNESS PHG-N Koninklijke Philips Electronics Market Call Tonight (BNN TV) 2014-04-24 $0.000

One of the first European companies to admit they were having a tough time with sales.  Investors expected a recovery and drove the price to something that was not sustainable.  It is an interesting story.  It is a play on the US health sector.  A well run company but subject to some volatility.  You might get it on weakness.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
SELL PMT-T Perpetual Energy Market Call (BNN TV) 2014-04-24 $0.000

Holding depends on your outlook for natural gas.  If the rally on Nat Gas is durable and if we have a hot summer and may not be able to build inventory levels.  They are heavily leveraged to Nat Gas prices. 

Mason Granger OIL & GAS BULL on OIL Unknown View
BUY PNE-X Pine Cliff Energy Market Call (BNN TV) 2014-04-24 $0.000

This is one of the best ways to invest in a pure play in Gas.  It is one of his larger holdings in the portfolio.  Thinks this is a counter cyclical company.  They are a very shrewd acquirer of businesses.  Would buy more on a pullback.

Mason Granger OIL & GAS BULL on OIL Yes View
DON'T BUY PPY-T Painted Pony Petroleum Market Call (BNN TV) 2014-04-24 $0.000

Not a balanced production profile.  You would be owning it for a contiguous block of Montney with pipeline access.  Ultimately if LNG gets up and running this will be a very coveted asset.

Mason Granger OIL & GAS BULL on OIL No View
DON'T BUY PWT-T Penn West Petroleum Market Call (BNN TV) 2014-04-24 $0.000

Not one he plans to own.  A company in significant transition.  He doesn’t need to be involved in this and will take a look at the finished product with they are done.

Mason Granger OIL & GAS BULL on OIL No View
WATCH RDY-N Dr. Reddy's Laboratories Ltd. Market Call Tonight (BNN TV) 2014-04-24 $0.000

The Indian pharma sector is a generic story.  In the last year the returns have been the worst in 15 years.  He likes the story but does not know if he likes this one.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
BUY RMP-T RMP Energy Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Regrets not buying it.  Likes what they are doing.  Significant cash flow growth going into next year.  Cheap stock.

Mason Granger OIL & GAS BULL on OIL No View
BUY RRX-T Raging River Exploration Market Call (BNN TV) 2014-04-24 $0.000

You can expect upward revisions to guidance.  The story is simple.  South West Saskatchewan, Viking oil.  Thinks they will give serious consideration to a dividend model, or to sell the company after a year or two.

Mason Granger OIL & GAS BULL on OIL Unknown View
PAST TOP PICK SGY-T Surge Energy Inc Market Call (BNN TV) 2014-04-24 $0.000

(Top Pick May 21/13, Up 54.61%) Growing a playbook of success and increasing the dividend over time.  Manageable debt on the balance sheet.  Marking a clear course to be the preeminent medium light oil dividend payer in Canada.

Mason Granger OIL & GAS BULL on OIL Yes View
HOLD SLF-T Sunlife Financial Market Call Tonight (BNN TV) 2014-04-24 $0.000

The divided was good before it ran up.  But as interest rate rise they will be a good catalyst for this one.  Buy and hold it.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
STRONG BUY SPE-X Spartan Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

This is the third iteration for the team.  They now have the confidence of the market and will be a consolidator in the industry in this area.  This is a two year investment for him.  Thinks they can do 30% per share growth.  He thinks they will beat this number.

Mason Granger OIL & GAS BULL on OIL Unknown View
DON'T BUY STP-T Southern Pacific Resource Market Call (BNN TV) 2014-04-24 $0.000

They were having significant reservoirs issues.  In a very precarious position where there are very few options at their disposal. 

Mason Granger OIL & GAS BULL on OIL No View
WEAK BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2014-04-24 $0.000

It looks like you will get a break-out.  Likes the oil focus and their practice of returning capital to shareholders.  They are making a lot of the right names.  Prefers TOU-T

Mason Granger OIL & GAS BULL on OIL No View
BUY TBE-T Twin Butte Energy Market Call (BNN TV) 2014-04-24 $0.000

It is a small cap stock and there is a greater risk of miss-steps.  As the company evolves, difficulties with1 or 2 or 5 wells will not affect quarterly results.  A recent acquisition made their payout more sustainable.  He likes the prospects of the company going forward.

Mason Granger OIL & GAS BULL on OIL Unknown View
BUY TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2014-04-24 $0.000

After a 20 year super cycle, the mining sector is finally over.  The demand from developing countries is expected to continue.  TCK has a very strong balance sheet.  They recapitalized.  Very good dividend that should be sustainable for at least a couple of years.  Coal is struggling, copper will be in demand.  There is some exposure to the SU-T asset.  Out of favour and you will see some recovery.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
SELL TI-N Telecom Italia SPA Market Call Tonight (BNN TV) 2014-04-24 $0.000

Thinks it has gotten ahead of itself.  It is a trading story, but prefers Chinese telecoms.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
DON'T BUY TLM-T Talisman Energy Market Call (BNN TV) 2014-04-24 $0.000

We’ve seen a continual turnover of management.  It is continually restructuring.  He has stayed away from it.

Mason Granger OIL & GAS BULL on OIL Unknown View
HOLD TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Best exposure to bat gas.  Great management team.

Mason Granger OIL & GAS BULL on OIL No View
BUY VET-T Vermilion Energy Inc Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Core holding.  Put it away and it will make you money.

Mason Granger OIL & GAS BULL on OIL Unknown View
BUY VOD-Q Vodafone Group PLC Market Call Tonight (BNN TV) 2014-04-24 $0.000

Bought because it owned 44% of Verizon.  Late last year they announced the sale of the asset.  You received VOD shares as well as cash.  You have made substantial money since then.  He continues to own it and it is a good story.  He likes their operations in India and Africa, growing very nicely.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
SELL VZ-N Verizon Communications Market Call Tonight (BNN TV) 2014-04-24 $0.000

Likes the strategy but prefers VOD stock. Buy VOD on weakness and hold what you have already.  VZ’s balance sheet is stretched.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
STRONG BUY WCP-T Whitecap Resources Market Call (BNN TV) 2014-04-24 $0.000

Have done a great job.  Proven management.  Is a top, core holding.  Done a great job of assembling the assets you want in a dividend payer.    Market does not fully grasp the upside potential of a recent acquisition.  He has no reservations recommending this.

Mason Granger OIL & GAS BULL on OIL Yes View
SPECULATIVE BUY WLT-N Walter Energy Market Call Tonight (BNN TV) 2014-04-24 $0.000

The loss from the first quarter will be double in the second quarter. The whole sector is being decimated.  TCK has a much better balance sheet.  It is a pure play on Met Coal.  This is a risky one.

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Unknown View
TOP PICK WMGI-Q Wright Medical Group Inc Market Call Tonight (BNN TV) 2014-04-24 $0.000

A pure play on fingers, toes, and ankles.  Thinks there is still some upside. 

Darren Sissons GLOBAL LARGE BULLISH on EMERGING MARKETS Yes View
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