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Compiling comments that experts make about stocks while on public TV.

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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) 2015-04-24 $0.020

Markets. He will reduce his correlation to the equity market during the summer because that is a period of increasing volatility. There is a lack of positive catalysts to drive the market higher. You don’t want to be exposed to all that volatility. Investors expecting a decline between May and October might be disappointed. The average is only a decline of about 2 tenths of a percent. The market has actually been more positive than it has been negative about 62% of the time using the S&P 500. If you are not of the belief that we are going through a recession, you could actually do all right during the summer. For him, he wants to reduce correlation. This year there could be a higher than average chance of a sizable correction during the summer. He is seeing economic data that is a little bit soft. His biggest concern is if the Fed does not raise rates because the economic data is not strong enough to support it. S&P 500 is basically flat during the summer. There are no major catalysts to drive it higher. You get your major strength from October to May. The major sectors that pull down on the broad average are discretionary, industrial and materials. If you stay away from those and go towards lower beta securities, you can make plays in consumer staples, which is a big thing during the summer, such as healthcare, utilities and even some of more commodity sensitive areas such as energy, agriculture and even gold miners.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-24 $0.020

Healthcare. Tends to do well during the summer. It is less correlated to the market, so you don’t see the seasonal shift that some of the other sectors do. The period for healthcare starts about now and runs through to September. (See Top Picks.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-24 $0.020

Gold. Seasonality for gold follows the same time frame as agriculture stocks, from about the end of June all the way through to September and October. Basically this is a time of rising volatility.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-04-24 $130.280

Earnings are coming out on Monday and there is a lot to be cautious about when earnings are coming out. This stock can be a bit weak following earnings. This is a growth story and it is hard to find periods of negative strength for it. Technically it is consolidating right now and forming a bit of a triangle, so you are waiting to see it breakout. There is a developers’ conference coming up, and that is where investors get really excited into June, so that might be the time to pick it up on the cheap.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT AGU-T Agrium Market Call (BNN TV) 2015-04-24 $127.900

Seasonality for fertilizer stocks runs from June all the way through to September, and tends to do quite well. The average gain for this company from June through September is about 10%. You want to enter into these more towards the mid-summer.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK ARE-T Aecon Group Inc Market Call (BNN TV) 2015-04-24 $13.150

(A Top Pick Feb 13/15. Up 12.58%.) This one benefits from February all the way through to June. Spring is construction season and construction spending increases every year from March through to August.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
WAIT BCE-T BCE Inc. Market Call (BNN TV) 2015-04-24 $54.660

Telecoms do not have any distinguishable seasonal trends. Basically the higher yielding equities have less correlation with the market. From a seasonal point of view, you could actually invest in these in the summer time. The chart is showing a bit of an intermediate-term weakness. We are still a week or 2 away from seasonal weakness from broad equity markets, so there is still time for investors to kick into this thing and really chase the yield. For now, stay away from this and get into it towards May or even into the summertime.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
SELL CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-04-24 $141.120

Material stocks (packaging) tend to do well from October all the way through to May. This one has done quite well. From a seasonal perspective, you want to look to rotate out of this. Look for more defensive areas in the market. This has done quite well, so take your profits.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-04-24 $80.540

Transportation tends to do quite well between January and about May. This one hasn’t done too much and is now in the process of rolling over. It is underperforming the market.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY CVE-T Cenovus Energy Market Call (BNN TV) 2015-04-24 $23.340

Energy stocks have been doing quite well. A lot of them bottomed in January and some have gone up 20%, 30%, 40%. This one hasn’t participated the way he would have liked to see. The chart shows a descending trend line from September, which is presently being tested. There isn’t too much reason to get in now.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2015-04-24 $92.810

Chart shows a straight line going higher from November on. The 20, 50 and 200 day moving averages are moving higher. Has been overbought over the past couple of weeks and it is starting to show signs of curling lower. There could be a pullback here. For an entry point, he would be looking more towards the 50 day moving average.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY DHX.B-T DHX Media Market Call (BNN TV) 2015-04-24 $8.360

Discretionary stocks tend to gain from October all the way through to May. During the summer it is a bit negative and volatile. Since October, this one has been flat. It is now rolling over and underperforming the market. 50 day moving average is pointing lower.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK EFA-N iShares MSCI EAFE E.T.F. Market Call (BNN TV) 2015-04-24 $67.400

(A Top Pick Feb 13/15. Up 5.6%.) The period of seasonal strength for stocks benefits all markets globally and this has been the beneficiary of that.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
TOP PICK HFR-T HAP Floating Rate Bond ETF Market Call (BNN TV) 2015-04-24 $10.160

This is essentially his cash hoard during the summer. When he takes off his equity positions, he goes into this, which is basically a steady Eddie gainer. It gains quite consistently. It’s a portfolio of debt securities and hedges of the interest rates through using Swaps. If we do get a rate rise this summer, you could potentially benefit from this.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
COMMENT IBB-Q iShares Nasdaq BioTech ETF Market Call (BNN TV) 2015-04-24 $363.700

The month of May is probably one of the strongest months of the year for biotechs. The industry gains about 70% of the time for the month of May. Everything NASDAQ related tends to do well from about mid April all the way through to about mid July. The more predominant period of seasonal strength, which he tends to play, is from about mid June all the way through to September.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK MRE-T Martinrea Market Call (BNN TV) 2015-04-24 $12.340

(A Top Pick Feb 13/15. Up 11.16%.) This has a period of seasonal strength from January all the way through to May, and the average gain per year is about 20%. Auto parts tend to benefit in the spring.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
WATCH PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-04-24 $1.620

The longer-term trend is intact, higher highs and higher lows. This obviously needs some consolidation. Look towards buying this more towards the 50 day moving average. (See Top Picks.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-04-24 $40.590

Seasonality for fertilizer stocks runs from June all the way through to September, and tends to do quite well. You want to play this more through the summer period or October through to the end of the year. Last summer was a bit of a bust, particularly for this company. You want to enter more towards the last half of the year rather than the present.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY SWY-T Stornoway Diamond Market Call (BNN TV) 2015-04-24 $0.660

These stocks can do well all the way through to February and then they tail off. This one has been dreadful. Seasonally, you don’t want to be invested in material stocks during the summer.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT VLO-N Valero Energy Corp Market Call (BNN TV) 2015-04-24 $60.050

Energy has a period of seasonal strength from January all the way through to May 9 on average, and this one has performed up to expectations. It is currently consolidating. We have the end of seasonal strength coming. If you are looking past the seasonality, you want to be into the refiners right now. From a seasonal play, he would recommend getting in right now, but from a longer-term perspective this is a place you want to be in the energy sector.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY WJA-T Westjet Airlines Market Call (BNN TV) 2015-04-24 $27.140

Transportation sector tends to do well from about September all the way through to the end of October and into November. It tends to peak around the US Thanksgiving holiday. Then the following period of seasonal strength is from January all the way through to May. This stock did well for the 1st period of seasonal strength, but didn’t do so well for the 2nd period. There are quite a few concerns around the transportation area right now.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT XRE-T iShares S&P/TSX Capped REIT Market Call (BNN TV) 2015-04-24 $17.230

REITs are a good play in the summer. Usually you get falling rates during the summer. Investors want to be less correlated and reduce their risks to equities, and often trend towards the bond markets. From March to May is the 1st period of seasonal strength for REITs, and then June through August is the next period. This one is heavily weighted into 2 securities, so if you want more of an equal basket, there is BMO Equal Weight REITs Index (ZRE-T).

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WATCH ZGI-T BMO Global Infrastructure ETF Market Call (BNN TV) 2015-04-24 $34.460

Chart shows a trend of higher highs and higher lows from October. He does not have a seasonality for infrastructure. Generally they tend to be steady Eddie stocks. They don’t suffer from seasonal trends. From a technical perspective, the longer trend is quite good. There is some consolidation and there is support at about $33. It is forming a bit of a triangle consolidation. If it breaks down below support of about $33, then you want to stay clear of it. But if it breaks out, higher highs and higher lows will continue.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call (BNN TV) 2015-04-24 $27.380

A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
COMMENT ZRE-T BMO Equal Weight REITs Index Market Call (BNN TV) 2015-04-24 $20.850

REITs are a good play in the summer. Usually you get falling rates during the summer. Investors want to be less correlated and reduce their risks to equities, and often trend towards the bond markets. From March to May is the 1st period of seasonal strength for REITs, and then June through August is the next period. The chart on this one shows the rising trend line pushing up towards resistance, and eventually you would expect a break out, which is a bullish resolution.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK ZUH-T BMO EqWt US HthCare Hedged CAD Market Call (BNN TV) 2015-04-24 $43.645

Healthcare tends to do quite well during the summer. The healthcare sector on average gains about 4.6% between the start of May to about the end of October. That outperforms the S&P 500 by about 4.3%. This is a way for Canadian investors to play US healthcare stocks.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-23 $0.020

Markets.  The NASDAQ is above its all time high, but he is very concerned about what he is seeing.  The reasons for markets going higher is a problem.  The Chinese economic news continues to worsen, for example, and yet the market continues to go up due to stimulus.  The US is the only market that has lagged and it is because they stopped QE.  The medicine of low interest rates has been way overdone.  You are forcing all investors further down the risk curve just to get any kind of return.  This is not right and when it ends it will end ugly.  He is getting more defensive.  He has more cash than previously.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE _N/A View
SELL ON STRENGTH A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-23 $0.020

Canadian Banks.  Consumer credit in Canada looks a lot like the US in 2007.  More regulatory capital will be required due to the federal budget.  Loan demand just isn’t there.  He is cautious on Canadian banks and has lightened his positions on recent strength.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-23 $0.020

Markets. It is hard to look around and find good value. Markets are quite expensive. We are seeing a pretty soft US earnings season. Greek problems are coming up. There is fear of seasonality. There has really been a softening of US data points in the last little while. Even though equities are expensive and much harder to buy here, they are still so much cheaper than bonds. Expects the market will get the benefit of the doubt. Data is generally improving in Europe. There is a lot more accommodation in China. US earnings have been pretty murky to date, but a lot of the earning releases are front-end loaded to multinationals, which are very sensitive to a tough greenback. Domestics will start reporting in the next little while, and he thinks that will also give a little bit of a lift. You still have the effects of lower oil to come, and you have easy money everywhere. Pullbacks will be shallow and you want to keep on trying to buy them.

Greg Newman CANADIAN DIVIDEND UNKNOWN _N/A View
TOP PICK AFN-T Ag Growth International Inc Market Call Tonight (BNN TV) 2015-04-23 $52.240

He sees 26% earnings growth over the next couple of years. They are on the cusp of acquiring Vicwest’s Westeel division, which he thinks is going to double their Canadian sales. Expecting 20% growth on their US sales and he is projecting 37% increase in their international sales. 75% payout ratio. 52% of their earnings are coming from the US. Dividend yield of 4.59%.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK AGU-T Agrium Market Call (BNN TV) 2015-04-23 $128.860

(Top Pick Jun 2/14, Up 34.94%) He sold because it was at the high end of the valuation and he sees tightness in the nitrogen markets.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
PAST TOP PICK BAC-N Bank of America Market Call (BNN TV) 2015-04-23 $15.690

(Top Pick Jun 2/14, Up 3.93%) They are getting through some of the problems they went through during the financial crisis.  One of the better of the major banks in the US.  Loan growth has been slow, but their acquisition of Merrill Lynch has worked out well and what they have done on the housing side.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-04-23 $15.690

(A Top Pick March 20/14. Down 11.58%.) This has been disappointing. It was cheap then and it is cheap now. The thesis is still alive, which is a play on US housing, the eventual loan growth, steadily improving capital levels, etc.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY on WEAKNESS BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-04-23 $66.840

Has had a big move since the March lows. The game in financials right now is about cost cutting. Government is going to increase taxes on shadow dividends, which is going to knock another 1% off his 2016 estimates on the banking group in general. Banks are a good group. Dividends are high. You are probably going to have a better time to Buy over the next couple of months.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
COMMENT BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2015-04-23 $142.430

He feels the passing of Warren Buffet would not affect the stock fundamentals, nor the market in general.  BRK.B-T has a succession plan.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
PAST TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-04-23 $23.590

(A Top Pick March 20/14. Down 42.43%.) When he recommended this, they were on the precipice of closing the Aurora transaction, which would have been really accretive for them if oils had stayed at the levels that he was modelling. Sold his holdings in the $30s.

Greg Newman CANADIAN DIVIDEND UNKNOWN No View
BUY C-N CitiGroup Market Call (BNN TV) 2015-04-23 $53.220

Big US banks would be one of the safer places to be in the US.  You will probably start to see dividends start or increase with the US banks.  Investment banks have done better than banking banks.  He thinks this one could do fairly well.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY on WEAKNESS CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2015-04-23 $29.130

A nice little company and the dividend is pretty safe. He models an all-in comp annual growth rate at about 6.3%, which is about 300 basis points above its 5 year average. Payout ratio is 75%, so your 4% dividend is safe. Lower commodities are helping them. His price target is $29.75. Trading at about 18.5X adjusted funds from operations, versus the 5-year average of around 17.5. You want to be adding this on a pullback.

$29.75 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
BUY on WEAKNESS CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2015-04-23 $97.040

Trading at a lower valuation than the group, and has a much better dividend. The market is concerned that this is a pure play on Canada and that if they buy anything in the US, they will be paying too much. Thinks there will be a better level to buy this at, but this is not going to hurt you. Try to buy at a lower level.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-04-23 $80.740

Harrison did for CP-T growth what he did when he was at CNR-T.  Going forward they should perform similarly.  He finds them expensive, however.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-04-23 $80.740

Just had a good quarter and that is going to be the best quarter they will have for the year.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
BUY CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2015-04-23 $239.910

Just had their earnings yesterday and he boosted his target price $5 to $250 even with weaker crude by rail, a lower Cdn$ and coal. Management is competent. They can double their earnings per share by 2018. He sees them earning $17 in 2017. Which puts them at a 14.1X PE. The only concern he has are possible regulatory issues.

$250 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-04-23 $32.290

At $50 oil this year, he sees 154% payout ratio for 2015. Debt to cash flow is 2.4% this year and widens to 3.2% next year. Still not bad relative to the group.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
COMMENT CPX-T Capital Power Market Call Tonight (BNN TV) 2015-04-23 $24.700

This is a good name. He sees it going higher and has a $32 target on it. One of the problems with this space right now is that Alberta power prices are weak. Fortunately they have hedges in place for 2015-2016 and they have accretive projects coming on later this year. Nice dividend and a low payout ratio.

$32 Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY DH-T DH Corporation Market Call Tonight (BNN TV) 2015-04-23 $42.390

The whole area is getting a little bit pricey, but is still cheaper than its peers. Just did another big acquisition, bigger than its last one, that is going to help drive growth, global reach and cross sell. Very well positioned to benefit from the big trend of electronic payments. He sees this growing very well over the next couple of years. About 62% of their business will come from the US. Has a $48 target on this.

$48 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
BUY on WEAKNESS DIS-N Walt Disney Market Call (BNN TV) 2015-04-23 $109.000

This is the best growth stock over the last 50 years.  They continue to reinvent and reposition themselves.  Only trades at 20 times.  A classic great growth story.  The valuation is at the high end, but long term you should own it.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
DON'T BUY ENB-T Enbridge Market Call (BNN TV) 2015-04-23 $65.260

Stock vs. Stock.  ENB-T vs. ENF-T.  There was movement of assets between ENB-T and ENF-T and you saw that affect valuation.  Prefers ENF-T right now.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2015-04-23 $38.860

Stock vs. Stock.  ENB-T vs. ENF-T.  Prefers ENF-T right now.  There was movement of assets between ENB-T and ENF-T and you saw that affect valuation. 

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2015-04-23 $38.860

Payout ratio is 86%. He sees 18% cash flow growth over the next couple of years from drop-downs from the parent. Given Enbridge’s (ENB-T) assets that are being dropped down, he thinks they are going to be able to grow in just about any sort of oil environment. The problem is the way they are going to be financing some of their drop downs, by possibly issuing equity.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY FFH-T Fairfax Financial Market Call (BNN TV) 2015-04-23 $662.000

The asset value within the company is very strong.  He sees no reason for anything to change. 

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
PARTIAL BUY FTT-T Finning Int Market Call Tonight (BNN TV) 2015-04-23 $23.620

There is weakness in new equipment sales, but they are having modest strength in sales of used equipment, rentals and product support. Also, the lower Cdn$ is mitigating to a certain extent. He doesn’t see a lot of growth. Expects they will be increasing their dividend 12% over the next couple of years. Their payout ratio is really low. You could probably pick away at this if you are patient. 3% dividend yield.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
HOLD G-T Goldcorp Inc Market Call (BNN TV) 2015-04-23 $23.710

The problem is that the valuation is the highest in the group.  They had some problems in Mexico with missing production estimates.  Gold prices checked back and so you saw a pullback in G-T.  Hold it, but don’t add to it.  He prefers mid-sized companies that might get taken out.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
DON'T BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2015-04-23 $105.205

If they deliver the earnings expectations they should do well.  The question is will insurance companies continue to absorb the costs they are paying out.  He would prefer to diversify, perhaps buying an index ETF.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
TOP PICK GOOGL-Q Google Market Call (BNN TV) 2015-04-23 $557.460

(Top Pick Jun 2/14, Down 1.91%) The bears think growth is slowing, but Google owns a huge asset in their data.  There is no reason not to continue to own it.  Earnings are coming out tonight.  They own the search market.  No one attributes any value to the Android operating system, but it runs 60% of the smart phones in the world.  Wait until you see the earnings before going in.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
BUY HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2015-04-23 $26.990

Thinks it is on the 5th inning stretch. Has a $36 target on it and it is going to get there. They are gaining strength in retail and on line, margins are improving. 63% of their earnings come from the US, so they have that FX tailwind. They are plugged into a better consumer in the US with better oil prices. He sees 22% dividend growth and 46% earnings per share growth over the next couple of years.

$36 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
BUY IFC-T Intact Financial Market Call Tonight (BNN TV) 2015-04-23 $93.290

Even though it has had a big move, it is still trading on a PE basis of around 14X, versus its five-year average of 15.6X. Just did an acquisition from Canadian Western Bank (CWB-T), which will be somewhat accretive to this year’s numbers. A fragmented business, so future acquisitions really provide a source of upside.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK INN.UN-T InnVest Reit Market Call Tonight (BNN TV) 2015-04-23 $5.730

Thinks they can grow their earnings by almost 25% for the next few years. This comes from a combination of improving revenue per unit growth. Demand growth for rooms is outpacing supply, so he sees higher occupancy. With the Cdn$ where it is, Canadians are more likely to stay in Canada and Americans are more likely to come to Canada. This name benefits from lower oil prices. This trades at 11X, versus the hotel REITs which are closer to 13X. Dividend yield of 6.97%.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
DON'T BUY K-T Kinross Gold Market Call (BNN TV) 2015-04-23 $2.820

Not his favourite in the golds.  Too many assets in Russia.  They are writing off assets. 

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY KMP-T Killam Properties Inc Market Call Tonight (BNN TV) 2015-04-23 $10.910

This has been range bound. Occupancy has been pretty sloppy for the last 12 quarters, but actually picked up last quarter, which was good. He is seeing net property income growing 3%-3.5% over the next couple of years. Expects they can do about 11% AFFO growth. Trading around 16X which is in line. Expects this is probably a very good GARP candidate. Likes the way it is turning here. 5% dividend yield.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2015-04-23 $22.240

He likes both MFC-T and SLF-T.  He prefers lifecos over banks in Canada.  MFC-T has taken down the sensitivity to the market.  They are in line to hit their 2016 targets that they set a couple of years ago.  The core businesses of both companies look good here.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
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