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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
  
TOP PICK 0168-HK Tsingtao Brewery Co. Market Call (BNN TV) 2014-11-20 $0.000

Has been growing at double digit rates.  Brewing companies use a ton of energy.  So lower energy costs are helpful for this story.  It is relatively cheap.  Owned since the low $30s. 

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-20 $0.020

Markets.  The first part of the year was pretty good and the second part has declined since then. Mining stocks have declined most of the year.  The oil sell-off started in the second half and the markets have not performed well.  There is long term significant value in the mining category.  There are big discounts.  TCK.B-T is on sale.  In Oil and Gas there are a ton of good companies.  The demand for copper will not go away in emerging markets. 

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

Brookfield preferred shares E and F? He thinks these are a Hold. Brascan is now owned by Brookfield, which is a good quality company. Thinks that one of these is a floating-rate preferred and this is the one you should probably hold in a rising interest-rate environment.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

Bond Yields. As to whether bond yields are going up or down, the forces are pretty well-balanced right now. The bias is towards slightly higher rates from this point, but not by very much. Feels rates are going to inch up a little. In the early part of the year, there was a big shift in demand. There was far more money to invest in bonds than there was bonds available. US deficit shrank, and all the geopolitical tensions caused foreign investors to flee into the treasury market. Inflation has been low and growth has been weaker than expected and commercial banks have been shoring up their balance sheets because of the new law, so there have been more buyers of US government corporate bonds than sellers. In the last 12 months, government yields have fallen and US corporate bonds have risen, which tells you there is trouble in the junk bond market. Part of the reason for that is the energy patch, where a lot of weak balance sheets are emerging with the plummeting of the price of oil. The boom for high-yield bonds seems to be over, the number of people issuing them has fallen and there are fewer investors wishing to buy them.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

How will currently listed debentures react when long-term interest rates go up? Will it be more dramatic or the same as bond yields? “Listed bonds” would be convertible bonds in Canada, and as a group of bonds, they are unrated and subordinated at very low quality. Many of them are small and don't trade very actively. They will rise in yield as long as the conversion value isn't worth much. Many of these have become overvalued. Their prices will fall as general yields rise, but not in a straight line because the conversion value may kick in and cause them not to fall as much as regular bonds. He does not invest in convertible debentures and thinks they are junk. If you really like the company, buy the common.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

Brascan Corp 5.95% maturing Jan 14/35? This is very long term and he has a preference to “not” Buy long term corporate bonds. If you look back 20 years you see all the companies that have gone out of business. There is a lot of risk in these bonds if rates do start to rise. If rates on these bonds went up 1%, the price would fall $12.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

Bought Province of Ontario bonds, 4.2% coupon at a discount and are now worth $108+. Maturity is 2018. Is it better to take the gain now or ride it out? If this is a large part of your portfolio, you might think about reducing it and taking some of those capital gains. However, he is still in favour of purchasing 2018-2019 bonds for his “rolling down the yield curve” strategy.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

Bond ETF's or individual corporate bonds held to maturity? The basic problem here is that ETF's do not mature. When he advocates ladders, they get individual bonds and they know when their money is going to come due, exactly how much and when. With an ETF, you are at the mercy of the market. He feels you are better off with individual bonds.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

How do I find detailed information preferred shares? The most comprehensive source for preferred shares information is Hymas Inv Canada (WWW.HIMIVEST.COM) and has more information than you can ever digest about preferred shares.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

Holding 2021 Real Return Bonds? He would consider holding these. These are fairly short-term and are the shortest Real Return bonds in the market. There is not much downside risk in these, even if the yield rises sharply.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-20 $0.020

Energy bonds. Some of the spreads may be widening out. Would this be an opportunity to lock in a higher yield? What names would you recommend? He would not be touching any of the convertible bonds, unless he felt the price of oil was going to rebound. An ETF might be the better way, as picking individual oil bonds is fraught with difficulty, unless you buy a package of them.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
PAST TOP PICK APD-N Air Products & Chemicals Inc. Market Call (BNN TV) 2014-11-20 $142.680

(Top Pick Dec 05/13, Up 36.72%) He likes this longer term.  Great balance sheet.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
TOP PICK ARX-T Arc Resources Ltd Market Call (BNN TV) 2014-11-20 $29.250

There has been a big decline in energy prices. This is a very good management team.  The dividend is sustainable at current levels.  They have exposure to all the right markets.  A balanced portfolio.  Longer term this will make some money.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2014-11-20 $55.340

3.95% bonds maturing Apr 9/19. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-11-20 $53.220

(A Top Pick Jan 29/14. Up 4.28%.) 3.35% bond maturing June 18/19. This has rolled down the curve and the price is higher. You get the price higher plus the coupon.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
SELL BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-11-20 $53.220

7.65% bond due Dec 30/31? If you own, he would suggest you sell. He doesn't like long-term corporate bonds. You probably have done well on them, but he would like you to have something shorter term than that. You are going to give up income and yield if you sell them and he thinks Bell is going to make it to 2031, but rates could rise in the next year or 2. Long-term bonds are subject to price swings.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-11-20 $53.220

3.25% bonds maturing June 17/20. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2014-11-20 $69.920

Just pick one of the banks and hold it.  BNS-T is his preferred.  It is on sale because of its operations in the Caribbean.  The dividend is safe here.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
PAST TOP PICK BP-N BP PLC Market Call (BNN TV) 2014-11-20 $41.770

(Top Pick Dec 05/13, Down 5.72%) He is still buying it for clients.  The Russian event affected this stock.  This company is on sale and longer term oil prices are going higher.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
PAST TOP PICK BPO-T (Dead) Brookfield Office Properties Market Call Tonight (BNN TV) 2014-11-20 $22.360

(A Top Pick Jan 29/14. Up 3.1%.) 5.29% bond maturing April 25/17. This was part of his “rolling down the yield curve” strategy, to take advantage of the steep yield curve. You buy 3, 4 and 5 year corporate bonds, and as they get shorter in term, they fall in yield and up in price, because they're getting closer to maturity and the spread narrows also, because there is less credit risk as the bond shortens.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
BUY CBO-T iShares 1-5 yr Ladder Corp Bond ETF Market Call Tonight (BNN TV) 2014-11-20 $19.540

Likes the 1-5 year corporate laddered ETF. It is a nice, safe ETF and you will get the kind of returns that he has shown in Past Picks. This is better than cash and is very safe.

Hank Cunningham FIXED INCOME UNKNOWN No View
COMMENT CBO-T iShares 1-5 yr Ladder Corp Bond ETF Market Call Tonight (BNN TV) 2014-11-20 $19.540

iShares 1-5 yr Ladder Corp Bond ETF (CBO-T) or iShares 1-5 yr Government Bond ETF (CLF-T)? He prefers this one because the risk is very low and it is a very well diversified short-term portfolio and will give you extra yield over time over the government one. If safety of capital is paramount, then he would suggest half-and-half.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
COMMENT CLF-T iShares 1-5 yr Government Bond ETF Market Call Tonight (BNN TV) 2014-11-20 $19.250

iShares 1-5 yr Ladder Corp Bond ETF (CBO-T) or iShares 1-5 yr Government Bond ETF (CLF-T)? He prefers the corporate one because the risk is very low and it is a very well diversified short-term portfolio. It will give you extra yield over time, over this one. This one will suit those who are risk adverse and willing to accept lower returns. If safety of capital is paramount, then he would suggest half-and-half.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
PARTIAL BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2014-11-20 $81.140

CNR-T is the best performing rail in terms of operating efficiency in North America.  Buy a half weight and buy the balance in half a year. 

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
BUY DIS-N Walt Disney Market Call (BNN TV) 2014-11-20 $88.900

Has been a solid performer.  The dividend is cheap. 

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES No View
TOP PICK ELY-N Callaway Golf Market Call (BNN TV) 2014-11-20 $7.570

(Top Pick Dec 05/13, Down 2.82%) The turnaround is about half way through.  We had a dismal summer last year and then a poor winter.  Longer term restructuring stories are the kind of animal that are lumpy, but when they work they work well so he is happy to hold this.  The US middle class tend to be golfers.  New product introduction benefits them as does the new CEO’s turning the company around.  There should be more upside.  You see a lot of young guys on courses in Florida. 

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
BUY FCX-N Freeport McMoran Copper & Gold Market Call (BNN TV) 2014-11-20 $28.570

There is going to be a recovery here.  Copper is a continuing theme.  Sees no problem with the story.  It requires a multiyear horizon.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
WEAK BUY LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2014-11-20 $4.860

The US is closer to an interest rate hike and will propel those banks.  The US banks are freshly recapitalized.  In the UK that is not the case.  This is a good bank.  Sell if you bought before the crisis.  If you bought afterwards, hold as it will be a multiyear success story.  He holds HSBC-N broadly.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
BUY on WEAKNESS NZTCY-Q (OTC) Spark New Zealand Ltd Market Call (BNN TV) 2014-11-20 $0.000

At current levels the dividend is sustainable.  Buy on currency weakness.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
BUY PM-N Philip Morris International Market Call (BNN TV) 2014-11-20 $85.810

Look at the dividend growth history.  It has been very regular.  He is big fans of this category.  As a business model they are very attractive.  Not expensive because of the regulatory risk.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES No View
BUY RDS.A-N Royal Dutch Shell PLC (A) Market Call (BNN TV) 2014-11-20 $71.000

The .A shares are taxed differently in the UK.  This has the best balance sheet of the majors.  They underperformed because they were investing.  There is upside on the dividend.  The balance sheet is sustainable.  You have to wait until oil prices raise before there will be upside in the stock price.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
HOLD S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2014-11-20 $2.680

Thoughts on the 2018 and 2020 bonds considering the recent events? The company just redeemed a lot of its earlier bonds and issued the bond in 2022, to put out the maturity date so there is less pressure for the company to meet any principal maturities short term. If you own, he would Hold. This company has always had a good rapport with the street.

Hank Cunningham FIXED INCOME UNKNOWN No View
HOLD S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2014-11-20 $2.680

7.5% Sept 24/2020 bond? This is one of the better firms that is dealing with the street. Just redeemed a lot of their bonds early and replaced them with a longer term bond. They have a balance sheet where there are no forthcoming principal maturities that will cause them any anxiousness in the bond market.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
PAST TOP PICK SC-T (Dead) Shoppers Drug Mart Corp Market Call Tonight (BNN TV) 2014-11-20 $60.830

(A Top Pick Jan 29/14. Up 2.96%.) 2.36% bond maturing May 24/18. This has rolled down the curve with a positive return of over 3%. It will continue to generate positive returns.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
DON'T BUY SNY-N Sanofi-Aventis Market Call (BNN TV) 2014-11-20 $46.570

The big drop was related to the poor performance of the diabetes drug.  When the CEO gets let go after announcing poor earnings it is not a catalyst.  He wonders if they have a proper pipeline.  He suggests staying away from it although there is some definite value here.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES No View
BUY T-N A T & T US Market Call (BNN TV) 2014-11-20 $35.280

He owns BCE-T.  Bought after the failed acquisition so the cost price was $28.  The challenge is for new clients.  Telcos are a GDP grip.  The US economy is getting ready to turn the corner.  The dividend will grow.  The potential of an interest rate increase will cause the pension funds to eliminate their deficit.  T-N will be the first where they will not have to pay a pension amount to employees. 

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
DON'T BUY TA-T Transalta Corp Market Call Tonight (BNN TV) 2014-11-20 $11.500

6.2% strip bonds maturing in 2030? This is very long-term and his preference is to “not” Buy long term corporate bonds. The credit rating on this company is a low BBB, verging on a BB+, so it is not very high quality.

Hank Cunningham FIXED INCOME UNKNOWN No View
WEAK BUY TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-11-20 $18.220

Buying it at a discount is always a good thing.  But the market is telling you there is half the demand moving forward although he does not agree with it.  Copper demand is not going away.  It is a buy if you have three years to hold it.  It is quite attractive here.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
COMMENT TLT-N iShares 20+ yr Tr. Bond ETF Market Call Tonight (BNN TV) 2014-11-20 $119.380

These units have produced almost 12% in the last 12 months. The average term on this ETF is almost 7 years, so it is a good bet on the long-term market. Doesn't think the next 12 months are going to produce anything like that. This is an ultra bond fund for anybody that wants to play the bond market.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
BUY UL-N Unilever PLC Market Call (BNN TV) 2014-11-20 $41.340

It is a serial dividend increaser and the balance sheet is incredible.  They are on sale because of their exposure to the emerging markets.  Prefers to PG-N.  This will do well over the long term.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
BUY on WEAKNESS V-N Visa Inc. Market Call (BNN TV) 2014-11-20 $251.670

There was no domestic acceptance of Visa last year, but in the last couple of weeks they announced they are opening up the payment market.  This one should be a big deal for this company, but they will have to go through a penetration processes.  You have no exposure to payment defaults.  They are just a transaction processing company.  It is a very expensive story.  Longer term you will be okay.  The valuation is very expensive.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
BUY WFC-N Wells Fargo Market Call (BNN TV) 2014-11-20 $53.480

He avoids the regulatory glare.  He goes for regional banks.  However, he would buy this one here.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
TOP PICK X-T TSX Group Market Call Tonight (BNN TV) 2014-11-20 $52.650

3.25% bonds maturing Oct 3/18. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
DON'T BUY XHY-T iShares US High Yield Bond Index ETF Market Call Tonight (BNN TV) 2014-11-20 $21.210

Thinks the boom is over in the high-yield market, and the price of this particular ETF will likely work itself lower. Very liquid and very diversified, but a major percentage of the bond held in this ETF is in the energy patch and there is a lot of concern about some of the credit worthiness of some of the issues as long as the price of oil stays where it is or goes even lower. Thinks you will get a chance to buy it cheaper.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-19 $0.020

TSX. Had expected a bit of a correction going into the fall, but was really surprised at the volatility of the correction, how hard the market had sold off but how fast it has recovered as well. He has seen a fair bit of technical damage done. In the US, a lot of that damage was repaired, but in Canada it hasn't done quite as well. He is still monitoring a lot of indicators fairly closely. One of the huge catalysts for stocks going forward is the price of oil. A $0.01 drop of gasoline in the US is worth $1 billion in US consumer pockets. Gasoline has dropped $0.65-$0.75, so there's going to be a lot of money that consumers have that hopefully will triple its way into the economy. He's looking for solid earnings growth going forward. US and Canada have reported pretty good numbers so far this quarter. Expects the next quarter will see some pretty good earnings as well, because the consumer is going to be so strong. He is seeing a lot of opportunities across the board in Canadian companies. There is a lot of great earnings growth. We are going into the strongest seasonal period from the end of October to the end of May. On top of that, we are also moving into the strongest period of the 4 year presidential cycle. From a probability standpoint we have seen the correction, which has taken a lot of the froth out of the market, and we should now see fairly strong and a fairly good upwards markets for the next 6 months at least.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-19 $0.020

Global economy. US economy is doing quite well. Global economy is doing okay, but certain parts are doing better than others. Europe continues to struggle. Latin America is having some problems. China is a little bit slow, but still growing at a pretty fast pace. India seems to be doing pretty well. All in all, what we have seen here is a readjustment where a lot of strategists and analysts had global forecasts that were overly optimistic in the 1st part of the year, and have been adjusting their forecasts down. Adding that to the mix, with the threat of higher interest rates in the US, is causing some investors to refocus their attention. Given what the federal reserve board said today, the Fed doesn't seem to be overly concerned about the stock market or market volatility, and they don't seem to be too concerned about the global economy, because they think there are positive offsets that are positive. For example, interest rates remain very, very low and are going to remain at a very, very low rate for a long period of time and they have moved lower. Energy prices are significantly lower, which is a major positive stimulus for the whole global economy. The Fed is looking at this and saying they are going to remain on their track towards higher short-term “administered” interest rates some time late next year and he thinks that is a reasonable thing to do. Canada did it, and we didn't fall off a cliff. The global economy is still going to grow at about 3.5% per year.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
PAST TOP PICK AC-T Air Canada (B) Market Call (BNN TV) 2014-11-19 $10.140

(A Top Pick Jan 15/14. Up 12.36%.) Still likes. Continue to have nice earnings reports. Just announced a baggage fee, which drops money to the bottom line. Have a lot of positive things working in their favour.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-11-19 $41.420

There has been such a huge run in all the consumer staples names, both in Canada and the US, all year. This company falls into that category. Not cheap from a valuation standpoint, but comparing it to a lot of the other consumer staples names, it is probably one that he likes the best. Thinks they will continue to execute on their acquisition strategy. Every time they do an acquisition, the market gets nervous about what is happening, and they end up with bigger synergies and stronger numbers. Thinks this will go higher.

Bruce Campbell (2) CANADIAN BULLISH Yes View
PAST TOP PICK AVO-T Avigilon Corp Market Call (BNN TV) 2014-11-19 $18.000

(A Top Pick Jan 15/14. Down 45.84%.) Still likes. The market put them in the penalty box. He started to see things break down from a technical standpoint in early February. Sold his stock at the $28 level and ended up making money. Past quarter was quite good and the stock had a big one-day move. He wants to see it follow through with another quarter of good numbers.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2014-11-19 $32.280

Had a great run. Have phenomenal margins of over 25%. A very profitable company. They manufacture and operate hydro-vac trucks that are used to excavate, using water and a vacuum. Half their business is in oil/gas, as well as pipelines and utilities. Last summer they announced they were reducing the number of trucks they were building, from 5 down to 4, and the market got very concerned. Also, had a bit of a stumble with their earnings. The most recent numbers show that the margins and earnings are back up. They now have a solid plan in place, where they are going to double the number of trucks in the US from 450 to 900 in the next 5 years. Dividend yield of 1.1%.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2014-11-19 $11.560

This company is really doing what they said they were going to do. The problem is that perception is really against them. Their last quarterly reports have been beating expectations. Market is questioning whether they can continue to execute. From what he sees so far, John Chen is doing an excellent job. Expects the numbers will move into the green fairly soon and the stock will probably move higher.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-11-19 $10.590

This has been a tremendous growth story. There is a new management team, which he thinks is very talented and who are doing their best to right side the balance sheet, as they had a little bit too much debt at one point. They stuck with the dividend through thick and thin, but eventually reduced it. He likes the new management team and thinks they are doing the right things. This is one that you could own.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-11-19 $29.600

Always has his eye on this because of its size and domination in the heavy oil market. Has been punished a little more than some of the other names. He would want to see it basing from a technical standpoint before he looked at it, as well as some revision in their numbers. Probably won't see that until the CRA issue is resolved.

Bruce Campbell (2) CANADIAN BULLISH No View
HOLD BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-11-19 $29.600

A well run company. He was not that keen on their recent US acquisition. Heavy crude oil prices have been quite good recently. The Canadian dollar is falling, and a lot of investors don't appreciate that the falling Canadian dollar is a very healthy offset for a lot of these Canadian oil-producing companies, because they sell in US dollars. This is one that you could own at these prices and probably do pretty well.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2014-11-19 $21.630

If you are going to invest in a uranium producer, this is the one to invest in. This is obviously a politically charged investment. Doesn't think there is any way, long-term, that the Europeans, looking at an increasingly belligerent Russian government, can't give nuclear a restart. Also, Chinese coal, oil, natural gas and oil consumption continues to go up. Chinese are embracing the fact that they are killing themselves and everyone else if they don't make adjustments.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-11-19 $35.300

He is quite optimistic on the energy space in general, but you always need to be picking good quality companies. Forgetting about the dividend, he likes this company’s growth profile. They have done an extremely good job of executing and growing production, maintaining their costs well, consolidating large areas. They made a very good purchase in the Utica Basin in the US, which a lot of people were very suspicious of, and they proved the critics wrong. His only complaint is that they are serial acquirers of assets. Not necessarily a bad thing, but if they continue to tap the investing landscape in Canada to finance that growth, they have tapped the retail investor one too many times. They need to go down to the US investment bankers and sell their stock to Americans.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
COMMENT DHX.B-T DHX Media Market Call (BNN TV) 2014-11-19 $9.050

Stock has done phenomenally well. Had a bit of a pullback recently. He had previously owned this and is on his radar screen. Last quarter's earnings were a little bit of a disappointment to the street. It will eventually be a take out; it is just a matter of when. They continue to build out their library. Just announced a deal where they are going to be doing some work in China. Revenue and earnings are going to slowly catch up to all the building they have done in content. If it pulled back a little more, he would probably look at adding it to his portfolio.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-11-19 $52.830

Has been a tremendous growth story. Well-run. The company has done an excellent job of increasing the average selling price for their product in the store. There is still a lot of running room from a space perspective. Trades at a pretty rich valuation of 24X estimated earnings. He just doesn't want any exposure to Canadian retailing. Prefers US retailers instead.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT E-T Enterprise Group Market Call (BNN TV) 2014-11-19 $0.580

A supply services company associated with the oil/gas business. Recent quarter was a bit of a disappointment to the street and the stock dropped back. Probably in the penalty box until 1) the wind is at their back from a sector standpoint and 2) they post a quarter that surprises the street, or at least meet its expectations. He prefers Petrowest (PRW-T).

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT ELW-X Elkwater Resources Ltd Market Call (BNN TV) 2014-11-19 $0.180

Quite excited about what is going on. There are 2 different things to look at. Stock price has been under a lot of pressure because 1) low energy prices and 2) they did a recapitalization in the summer, which meant there were a lot of shareholders who had restricted stock, and that came free trading at the beginning of November. At the same time, the company has been working on acquisitions that they made, which will be closing probably later this week or early next. That will allow them to start building the company. They have no debt. This is a real bargain. You'll probably have to be patient.

Bruce Campbell (2) CANADIAN BULLISH Yes View
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