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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 Berman's Call 2015-01-26 $0.020

Markets.  We are seeing the Euro recovering after today’s Greek announcement.  The market anticipated it.  The focus now is on QE.  Equities in Europe should move higher.  It is the right time to put your money into emerging markets.  They are outperforming.  EFA-N covers the rest of the world other than North America.  The seasonality is from Feb. to May of each year.  This year we are seeing international markets outperform North American markets.  The strong US dollar is causing companies to give negative guidance, but after January things look very good.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN _N/A View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-01-26 $0.020

Gold.  Strong from July to October and mid December until the beginning of March.  XGD-T has already had a run as it went into the period of seasonal strength.  It is pulling back now and providing an opportunity to buy on weakness.  HSBC downgraded Canadian gold stocks today so wait until they come down and then buy on weakness.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-26 $0.020

Markets.  Stocks are still the best game in town.  Stocks that are geared to a growing economy are the right place to be.  The safety trade is way overbought.  Telcos, grocery stores, utilities, pipelines have all gotten overbought.  There is a lot of momentum money in these stocks and when they get out they get out indiscriminately.  We have seen a lot of fear based investing.  The next step is when people turn away from high multiples. 

Patrick Horan NORTH AMERICAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-01-26 $0.020

Educational Segment.  He is at the largest ETF conference in the world.  Every ETF provider in the world is there describing their new products.  Greece is a hot topic.  He showed a chart of 10 year Greek bond yields. Yields have really come down.  The question of Greece leaving the Euro could lead to a rocky road in the markets.  What is happening in Greece is having an impact on your portfolio and you have to know how to handle it.  They are projecting the global ETF market will double to over 5 trillion dollars next year.  If Greece defaults on its debt it will have an effect even on North American markets.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-26 $0.020

Banks.  He is not that positive on the Canadian banks because of oil.  By spring we should know where the price of oil will be.  You want to look at banks in the fall.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-26 $0.020

The baby boomers are shifting out of fixed income and into dividend stocks.  They are being forced to.  Some rates in Germany are negative. In Japan it takes 10 years to get a 1% return in fixed income.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-26 $0.020

Markets. We are in a market of haves and have-nots. Capital is constantly being reallocated. Canada had a great cycle on the back of China’s growth and emerging markets, between 2000 and 2012. Since 2012, capital is slowly moving away from commodities, away from emerging markets and back towards consumer led developed economies. Canada still has some big pieces that are tied to that other world. We just have the wrong sectors. He has very close to a 0% Canadian bank weighting in his portfolios. In the US, he is more interested in the regional banks. In Canada, 70% of the market is made up of materials, energy and banks. That makes it tough in the Canadian market. Fortunately there are some great opportunities in the US, and there are some sectors that really benefit from what is going on. This is a market where you pick your spots. There are some great opportunities, and there is some stuff you have to avoid.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET _N/A View
WEAK BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-26 $0.020

Gold. Having been out of gold for about 18 months, he recently started back in with some “very partial” positions in some of the equities. The market has been on more of a defensive footing over the last few weeks. If the gold equities start to outperform the metal, that is something that may point to a little bit more strength coming in the future. He does have some concerns about gold, so he is looking at this as a shorter term trade to begin with. He prefers Franco-Nevada (FNV-T), which is a royalty company. Their price held in much better than the group and they have a very defensible business model. The key risk for gold right now is that it is a defensive play, and things in the US are getting better.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-26 $0.020

Canadian healthcare? Healthcare has probably been one of his 3 Top Picks for 2 years now. It is the biggest industry in the US and highly domestically focused. This was a sector that has been universally underperformed in portfolios. He would prefer a US name such as Actavis (ACT-N), a pharmaceutical company that has roughly 50% of their revenue coming from generic drugs and 50% from branded drugs. A wonderful management team that has been very efficient at creating value. Recently purchased Allergan (AGN-N), which gives them a great opportunity to integrate that business and to generate profitability. Trades at a valuation similar to a generic company, but does have branded drugs which probably make it a little more valuable.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET _N/A View
DON'T BUY AGF.B-T AGF Management (B) Market Call (BNN TV) 2015-01-26 $7.130

They had a dividend cut.  It is very interesting here.  Down another 75 cents would be worth looking.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
TOP PICK AMT-N American Tower Market Call Tonight (BNN TV) 2015-01-26 $101.760

This is a REIT that owns cell towers. About 65% of their revenue comes from North America, so it is fairly domestically focused, although they do have Latin America, India and Germany. It costs them almost nothing to add new capacity. There is very little in the way of capital investment in this business. You can continue to see very strong dividend growth. Yield of 1.49%.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
DON'T BUY AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2015-01-26 $309.660

Consumer discretionary is a great sector. He has 25% of his equity portfolios in consumer related companies.(This is not one of them.) There are questions around this company’s ability to ultimately be profitable. There are concerns that they continue to have investments in things that really don’t generate a positive rate of return.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET No View
HOLD ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2015-01-26 $46.950

It is on the expensive side.  They have European exposure, but as oil prices come down, gas prices also go down but typically people have more money to go in the store to buy things which is where their margin is.  This is a pretty good time for these guys.  Expects margins to be maintained.  He would wait for 10% more and then exit.  The multiples are pretty high.

Patrick Horan NORTH AMERICAN BULLISH Yes View
SELL AXP-N American Express Market Call (BNN TV) 2015-01-26 $83.300

There is multiple compression coming into their space.  No one knows how this shakes out.  Step aside and wait for the dust to settle.  The other two are fine to invest in.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
BUY BABA-N Alibaba Group Holding Market Call (BNN TV) 2015-01-26 $103.990

It is on the expensive side, although it has a lot of growth to it and it would be the reasonable one of the group.  He is bullish on technology and thinks this one will work out just fine.  It just wouldn’t be his favourite stock.  China’s economy would be good for it because they are moving toward a consumer economy.  He thinks you will do fine in it.

Patrick Horan NORTH AMERICAN BULLISH No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2015-01-26 $15.850

There were a lot of people that had a view that interest rates would start to work their way higher. With what is going on in Europe and Japan, there are $7 trillion of fixed income assets globally yielding a negative return. There is tremendous pressure on long-term interest rates, which in general is not good for big money centred banks. Because of this, this one and other similar ones have been under pressure. If you believe that rates may stay lower longer, you would be better off focusing on a regional bank that is less dependent on long-term interest rates. He sold his holdings in this bank. In the financials, he prefers REITs and asset managers that will probably benefit from asset growth in a stronger equity market. Wells Fargo (WFC-N) is attractive and is a direct play on US housing.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET No View
BUY BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-01-26 $64.910

This is the largest position in his portfolios. A collection of very strong cash flow generating assets. We are in a world where return is hard to come by. They are getting great returns in their underlying units, and there is great demand for distribution paying entities. There is a very strong demand for management with hard assets. This is a great, long term hold.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
DON'T BUY BCE-T BCE Inc. Market Call (BNN TV) 2015-01-26 $57.870

Management has executed phenomenally here.  Their valuation is not as outrageous as some other areas like utilities and pipes.  He does not see a lot of return left in it.  You are better off with his Top Picks.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
DON'T BUY C-N CitiGroup Market Call (BNN TV) 2015-01-26 $48.890

This Is his least favourite of the US banks.  They really didn’t do the reform coming out of 2008.  They were slow to do it.  They hung onto legacy businesses.  They have a lot of international exposure and this is the thing that he is cautious on.  He likes American banks in general.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-01-26 $16.090

The military train their people in simulators more and more.  They have an excellent portfolio of civil and defense. 

Patrick Horan NORTH AMERICAN BULLISH Yes View
DON'T BUY CCO-T Cameco Corporation Berman's Call 2015-01-26 $17.800

The spot price has gone up on uranium, but the stocks have not responded.  URA-T is an ETF that is a basket of uranium stocks and could be watched as representative of the sector.  This is a time of year when the sector does well, yet this year it is still in a downward trend, so you want to wait until the technicals change before going in.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
BUY CEF.A-T Central Fund of Canada Ltd (A) Berman's Call 2015-01-26 $16.320

Silver and gold have strong seasonality until the beginning of March.  This is a good fund for playing gold and silver.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
PAST TOP PICK CF-T Canaccord Financial Inc Market Call (BNN TV) 2015-01-26 $6.550

(Top Pick Jan 10/14, Down 6.92%) They are geared to a commodity market.  They performed well the first half of the year.  He took half his position off since.  Continue to hold it or buy more.

Patrick Horan NORTH AMERICAN BULLISH Yes View
BUY CNQ-T Canadian Natural Rsrcs Berman's Call 2015-01-26 $36.270

A nice little base building going on, just about to break out.  Earnings and cash flow will be terrible in this report, but once you get past that, look for the stock to perform very well.  Buy into any strength over the next week or two.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
PAST TOP PICK CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-01-26 $85.440

(A Top Pick Jan 23/14. Up 45.16%.) Rails have been a wonderful investment over the last few years. The risk to the story right now is the slowdown in the oil patch. This one, of any of the rails, has more north/south traffic all the way to Mexico. Lumber was 20% of their freight revenue in 2001-2002, so there is some opportunity here, but possibly some risk from energy.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
WAIT CPG-T Crescent Point Energy Corp Berman's Call 2015-01-26 $30.930

Bottoms about now and goes higher right through until the beginning of May.  It has formed a base and broke out last week.  Crude bottoms at the beginning of February and then breaks out.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
BUY CSCO-Q Cisco Market Call Tonight (BNN TV) 2015-01-26 $27.970

The US equity market is seeing net money put to work, but there are only 4 or 5 key sectors that are leading this market, and technology is one of them. He likes those companies that are in high growth industries with something special and a special pricing power, which can give them revenue growth. The technology companies that he is invested in are big cash flow generators, and this would be one of them. 2.7% dividend yield.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2015-01-26 $122.500

This is in the sector that is doing well, because weak energy is great for the consumer. You could almost throw a dart at any of the Canadian retailers and see something that hangs higher. This one is performing very, very well. If he had to choose on something in this space, he would probably choose Home Depot (HD-N), but you should do just fine with this one.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
WATCH CWB-T Canadian Western Bank Market Call (BNN TV) 2015-01-26 $28.550

One of the smaller Canadian banks.  He is cautious on it right now.  You want to see loan loss provision scale up.  Wait for it to get down to a 5% yield.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-01-26 $94.970

The 1st place people spend money when they have more, is on leisure and travel. Their parks are doing remarkably well and they have 2 big movie franchises rolling out later this year. They seem to be able to monetize their properties extremely well. There are all kinds of doors opening as outlets for media, so their content is in great demand. They are going to open a new theme park in Shanghai this year. Dividend yield of 1.21%.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
TOP PICK ET-T Evertz Technologies Ltd. Market Call (BNN TV) 2015-01-26 $16.400

TV technology, a leader in their space.  They benefit from a strong US dollar.  He expects their margins to improve and revenues to increase.  Management executes very well.  They are getting kicked out of dividend ETFs due to a rule change and this brought the stock down.  4% dividend.  There are high barriers to entry for competitors.

Patrick Horan NORTH AMERICAN BULLISH Yes View
PAST TOP PICK EVR-N Evercore Partners Market Call Tonight (BNN TV) 2015-01-26 $50.660

(A Top Pick Jan 23/14. Down 17.27%.) Had thought that M&A would be much more active, which they were, but the investment banks did have a sell-off last summer, and he sold his holdings.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET No View
COMMENT GOOGL-Q Google Market Call Tonight (BNN TV) 2015-01-26 $536.720

This or an ETF in technology? This is a wonderful company. The concern right now is that there is some competition in their core space in search/advertising. There may be better alternatives. For an ETF, you might want to look at a broad-based one such as the Guggenheim E. W. Technology (RYT-N) or SPDR Technology (XLK-N). Also, don’t forget about Apple (AAPL-Q) which is in the midst of a great product cycle and is not expensive.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
HOLD GS-T Gluskin Sheff and Associates Market Call (BNN TV) 2015-01-26 $26.700

Would prefer an IGM-T.  It looks okay here and is trading at a trough valuation.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
BUY IFP-T Interfor Corp Market Call Tonight (BNN TV) 2015-01-26 $21.150

The weak Cdn$ has been really beneficial to certain industries, and the forestry industry is one of them. The US housing is improving, the US consumer is improving and this makes our Cdn$ very attractive. Thinks this is relatively early days for them.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
SELL INTC-Q Intel Berman's Call 2015-01-26 $35.805

Peaks around this time of year.  January until spring it underperforms.  It is a good time to take profits and move to sectors that do well this time of year.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
WAIT ITP-T Intertape Polymer Group Market Call (BNN TV) 2015-01-26 $17.200

They issued a Q4 warning.  They say next year should be intact.  Give it a couple more weeks and then you should be okay on this one.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
DON'T BUY LIQ-T Liquor Stores N. A. Market Call (BNN TV) 2015-01-26 $15.370

They are at risk because of exposure to Alberta.  Look at this hard in the late summer and fall when we see what the damage is to the economy.  They did pretty well because of their dividend yield. 

Patrick Horan NORTH AMERICAN BULLISH Unknown View
WAIT LYB-N LyondellBasell Industries Market Call Tonight (BNN TV) 2015-01-26 $79.270

As energy prices came out through the fall, the halo effect washed its way into a lot of industries, and some of the chemical companies got impacted. Also, there is a question about global demand which has an impact as well. The chemicals group as a whole is still behaving okay, but he would prefer Ashland Inc (ASH-N) which looks a little more interesting. On Lyondellbasell, you want to wait and see what happens with petroleum prices

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
PAST TOP PICK MAL-T Magellan Aerospa Market Call (BNN TV) 2015-01-26 $13.370

(Top Pick Jan 10/14, Up 67.01%)  It was knocked down the week before he came on, to dumb levels.  They have been buying back their debt aggressively and now they are raising their dividend.  This is going to play out for a long time here.

Patrick Horan NORTH AMERICAN BULLISH Yes View
HOLD MDA-T MacDonald Dettwiler & Assoc. Market Call (BNN TV) 2015-01-26 $92.180

They are one of the best Entrepreneurial management teams he has seen in Canada.  They can figure out where the margin is in a business model and know how to exploit it.  A core holding in a portfolio.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
BUY on WEAKNESS MFC-T Manulife Financial Berman's Call 2015-01-26 $20.960

October to December and February to May are periods of seasonal strength.  It tends to go lower in January.  Hang in there.  Buy on weakness until part way into February.  The trend is mixed, near its 20 day moving average and it is outperforming the financial services sector and probably the Canadian market as well.  It is getting lined up.

Don Vialoux NORTH AMERICAN & ETFs UNKNOWN Unknown View
WAIT MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-01-26 $119.280

They have currency issues.  Great company, but they have exposure to Europe and a falling Euro is negative to them from a profitability point of view.  If they are at these levels a year from now then they are a buy.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
TOP PICK MRE-T Martinrea Market Call (BNN TV) 2015-01-26 $9.540

7 times earnings.  It will grow 15-20% a year over the next 3 years.  They have a new CEO and a board that is a little smarter than the last one.  It is possible this company could get sold.

$12-$15 Patrick Horan NORTH AMERICAN BULLISH Yes View
BUY MU-Q Micron Technology Market Call Tonight (BNN TV) 2015-01-26 $31.020

Semiconductors are a great sector to watch. Today semiconductors are what copper used to be. When they are performing well, this tells you that people have strong expectations for future growth in the economy. There is a very short inventory cycle in semiconductor companies. When the economy is getting better, their orders tend to be coming quite quickly. The group is acting very, very well. This looks very attractive and is not an expensive stock.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
COMMENT PCP-N Precision Castparts Corp. Market Call Tonight (BNN TV) 2015-01-26 $205.990

Precision Castparts (PCP-N) or Raytheon (RTN-N). Which would be better for getting into the US military defence sector? This one is more focused on commercial jetliners while Raytheon is more about military systems. We are at a point in the cycle where the US is likely going to have to increase their spending on defence, and it is fairly early in the cycle for this group. Because of this, he would prefer to own Raytheon.

David Burrows NORTH AMERICAN - LARGE BULL on US EQUITIES Unknown View
COMMENT RTN-N Raytheon Market Call Tonight (BNN TV) 2015-01-26 $106.500

Precision Castparts (PCP-N) or Raytheon (RTN-N). Which would be better for getting into the US military defence sector? Precision Castparts is more focused on commercial jetliners while this is more about military systems. We are at a point in the cycle where the US is likely going to have to increase their spending on defence, and it is fairly early in the cycle for this group. Because of this, he would prefer to own this one. 82% of this company’s revenues come from the US government. Dividend yield of 2.3% and there will be good dividend growth on it.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
TOP PICK SBUX-Q Starbucks Market Call Tonight (BNN TV) 2015-01-26 $88.120

This company has done a wonderful job in managing their brand. They have multiple moving parts that help them to build on their profitability. The dividend has grown 25% a year over the last 3 years. You have a strengthening consumer on the back of weak oil prices. They have a wonderful loyalty program. Same-store sales came in stronger than expected. Technically the stock just broke out a couple of days ago. Yield of 1.45%.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
STRONG BUY SVC-T Sandvine Corp. Market Call (BNN TV) 2015-01-26 $3.220

They are a leader by far and he thinks they will maintain it or grow it.  This is the exact spot you should be in.  One of their competitors is up for sale.  He thinks there is a telecom spending cycle ahead of us.  This will be one of the gems in your portfolio.

Patrick Horan NORTH AMERICAN BULLISH Unknown View
PAST TOP PICK TRI-T Thomson Reuters Corp Market Call (BNN TV) 2015-01-26 $49.780

(Top Pick Jan 10/14, Up 25.20%) Sold in November.  It got attached to the safety trade.  If he saw a pullback of 15% he would buy it again.  They are not as geared to the economy as he would like.

Patrick Horan NORTH AMERICAN BULLISH No View
PAST TOP PICK URI-N United Rentals Market Call Tonight (BNN TV) 2015-01-26 $90.460

(A Top Pick Jan 23/14. Up 8.57%.) This was a position that was aimed at taking advantage of a little bit more capital spending and some commercial building in the US. He still has a small amount of this in the portfolio.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
BUY WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2015-01-26 $31.230

You have to look for industries that have a tailwind in the current environment. The airline sector is performing extremely well as a whole. When consumers have a little more money, they travel. When business is stronger, people travel. Also, we always benefit when the price of fuel goes down.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
BUY XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-01-26 $6.390

He recommended it about a year ago.  It is a dollar lower now.  They have a difficult time getting their subscribers to stick with them.  He really likes this business.  He added to his position.  Almost 8% dividend.  They are a free cash flow machine.  They have a monopoly in satellite radio.  There is another 20-30% subscriber growth over the next few years.  Expects a dividend increase late this year or early next.

Patrick Horan NORTH AMERICAN BULLISH Yes View
DON'T BUY ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF Market Call Tonight (BNN TV) 2015-01-26 $19.620

If you were going to buy banks, he would buy US banks. Prefers these from both the currency perspective and the fact that growth is a little bit stronger in the US than it is in Canada. He would prefer an ETF that focused on US regional banks, such as SPDR S&P Regional Banking (KRE-N). However, if you are going to be in a financial space, he would prefer to focus on a REIT ETF, like iShares Cohen & Steers Realty (ICF-N), or one of the investment management companies.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
DON'T BUY ZUE-T BMO S&P 500 Hedge to CAD Index Market Call Tonight (BNN TV) 2015-01-26 $31.760

This is a hedged product which means you are factoring out the Cdn/US dollar issue. He would go unhedged, because he believes that the Cdn$ is likely to continue to be weak compared to the US$.

David Burrows NORTH AMERICAN - LARGE BULLISH on US MARKET No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

Interest rate drop. How does this look with the new issues of banking preferreds, high-yield, corporate debt, etc. You are looking at much, much lower yields, but he thinks there is a limit there, but doesn’t know what it is.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

Bonds. Canadian bonds went up something like 9% last year, but that was a rebound from a weak 2013. We actually had a negative return on the Canadian bond index in 2013, and people in the bond market had thought this was the end of the low interest rates that we saw in 2013. In 2014, we realized that tapering wasn’t a bad thing that everybody thought it was, so we had a really hard rally down again when interest rates dropped. 8.8% total return, on the Canadian bond index last year. He is overweight on the corporate bond markets, where spreads haven’t compressed yet.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

What do “D+18” and “FF” mean in corporate bonds? FF is a “Fixed Floater”, which means the bond is fixed for a certain period of time, and after that time it begins to float. In Canada it is a rare for it to go past the fixed point. The D+18 means the company has the right to Call that bond at the Deposit Rate +18 basis points. This is usually quite a bit tighter than where the market usually trades the bond.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

$5000 in an RESP to run for 13 years. Suggestions? He would suggest looking at either a fund or an ETF. You could also look at individual preferred shares.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-23 $0.020

Energy. The drop in oil prices is one of the catalysts to be looking out for going forward. This and the US$ are interrelated on the rise of the dollar. The key concern going forward which will bring more volatility to the North American market, is the level of debt on the fracing industry. A lot of this debt is not going to be able to be paid if oil prices stay here; you need oil prices above $85. He is currently under weighing the oils completely, but is looking forward to getting in. Thinks it is a great opportunity for Canada in the next couple of months. As the fracing industry gets destroyed because of debt, that production is going to have to be replaced, and Canada is that good supplier of that energy. This could be a pretty big hit to the economy.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN _N/A View
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