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

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-28 $0.020

Markets. We are in the late innings of this bull market in Canada. Bull markets don’t last very long. You never know when they are going to end, but it kind of feels tired to him. Earnings are not impressing people. Consumers are tapped out. Growth is weak. The US looks a little better, but it is not that strong either. He is 50% cash right now. The best time to invest in stocks is after they’ve corrected. We saw that in March 2009. Anything you buy goes up pretty much, and that is when you want to be fully deployed. He is still buying, but is more selective. His 2 favourite types of investments are turnaround stories and small high growth/high risk opportunities. That is where he has done the best. He tends to avoid resources because he doesn’t like the unpredictability of the resource price. Prefers betting on really intelligent, motivated entrepreneurs, which he finds pays off the most.

Fabrice Taylor NORTH AMERICAN CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-28 $0.020

Graphene. A form of graphite, one atom thick, and has an amazing potential if anyone can find a way to produce it economically. Some companies do produce it, but it is very expensive and not very reliable. Doesn’t think anybody has nailed it down yet. If it works out, it will change our world, because it has so many amazing properties. For now it is very early stage. It is very, very risky as there are no guarantees a company will ever be able to produce it.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-28 $0.020

3-D printing. Pretty fascinating and if they can ever get it to work properly, it will solve a lot of problems. Brilliant future if they can figure out how to make it work. Loves the space and the concept, but just doesn’t know if it is investable.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-28 $0.020

The effect of baby boomers retiring and depending on, or selling their investments for monthly income? Expects you will see low interest rates for a long time. As people get older they want to buy bonds or fixed income. That will increase demand, and therefore lower yield. Dividend paying stocks should do very well and will have a lot of buyers. There are a lot of great little private businesses that are run by smart entrepreneurs that work hard. These are probably baby boomers and possibly getting tired, so there are a lot of businesses for sale. Rollups benefit from this. This is an interesting trend.

Fabrice Taylor NORTH AMERICAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-28 $0.020

Economy. The biggest overriding macro question and trend right now is what Central Banks are doing in these currency wars. We have had 1.5 years where everything calmed down, and now all of a sudden Europe is popping up. You have negative interest rates in Switzerland and Germany as well as Japan. Those are really unusual situations. You have a major dysfunction and dislocation in Europe, both politically and economically. There is huge unemployment. There is a situation where all of these countries are trying to devalue currencies. It is very much like the depression era where people were trying to “beggar thy neighbour”. The strong US$ with Euro falling recently, is putting real pressure on. People are waking up to the fact that earnings growth is going to be a little bit slower and potentially quite a bit slower than what they had originally anticipated. With some of the earnings that are being announced, we are seeing pretty big headwinds. The US$ seems set to move higher mostly against the euro, and because the European authorities really want their currency to move lower. Federal Reserve Board hasn’t done anything to alleviate the concern, and will probably begin to raise interest rates. He thinks money is going to continue to flow into US$ investments.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-28 $0.020

Markets. 2 years ago he and a lot of others were saying to get out of Canada and buy US. The concerning issue right now is that for a year now everybody has been saying that the domestic economy is much stronger than the international economy, so a lot of people are focusing on those domestically oriented names. Because everybody is focusing on that, it becomes increasingly difficult to be finding real cheap value. These low energy prices are really starting to bite with job layoffs. As long as you pick good quality companies, and if you are patient, you are going to see some good value come to it.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-28 $0.020

How did you generate 9% in your cash holdings? Had made a conscious decision to pull his profits and money out of the Canadian equity landscape last year, and move it into US dollars. The Cdn$ depreciated by about 9%.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS _N/A View
COMMENT AC-T Air Canada (B) Market Call (BNN TV) 2015-01-28 $11.730

Likes turnaround stories. Had participated in this and did very well, but is out of it now. Thinks there is still probably more upside on the stock, but if you own, you might want to consider taking some profits. Their Rouge division should do quite well.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
DON'T BUY AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2015-01-28 $7.120

Not in complete financial distress, but have spent their cash reserves buying back stock over time. Their performance in the mutual fund business has been challenged and they have been losing assets. The revenue base has been going down, which impinges on their ability to pay out financing, so have been building up a little debt. They are going to be challenged because there are new regulations coming, where investment advisors are going to have to disclose all the fees that customers are paying. People are going to start to see how much money they pay into mutual funds. This will put pressure on sales or on fees. Either would be a negative for the company.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT ALP-X Alabama Graphite Corp Market Call (BNN TV) 2015-01-28 $0.150

A very small resource play. A graphite deposit in Alabama. In a great jurisdiction, low cost, good weather and easy to get permitting there. Demand should grow with the increasing use of car batteries. Tesla is building a big battery plant in Nevada and will need graphite. Early stages. Highly speculative. If it works out, it has some serious upside. However, there is a lot of risk.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT AXP-N American Express Market Call (BNN TV) 2015-01-28 $81.730

Thinks we are in the late stages in the market, and he is not sure that you want to own any large caps trading at 14X earnings with a pretty small dividend yield. He would be very cautious on this. These things can go down a lot in a correction. Yield of 1.25% and he would stick with the companies that have a better dividend.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2015-01-28 $15.200

US banks in general have been struggling under a lot of different things, such as regulatory penalties and increased costs. They just don’t seem to be able to get past getting sued by the government for one thing or another. Thinks the problem is going to become more and more acute.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-01-28 $62.520

Was always viewed as a low cost operator that didn’t pay their staff all that well and ran an amazing international franchise in Latin America. New management has taken out a lot of senior people very quickly, and that is making some people nervous. Has also been addressing some of the problems and concerns in Latin America, which has got people really worried. This is trading at a reasonable valuation. He likes what the new management is doing.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT CBX-X Cortex Business Solutions Market Call (BNN TV) 2015-01-28 $0.090

A web-based software for invoicing, which allows corporations to speed up the invoicing system processes. Has been a bit of a laggard for the last few years. He and his subscribers have bought a lot of the stock, because they think it is going to turn around. Not so much the business, because the business does quite well. Their revenues grew 45% in the last quarter. This is more of a stock turnaround. If they can turn it around and start producing profits and telling the story better, it has a very bright future. He has told his subscribers to bid up to $0.10, but don’t go beyond that and let the sellers come to them.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT CP-T Canadian Pacific Rail Market Call (BNN TV) 2015-01-28 $220.780

The stock chart looks like it is tapping out here. He would think that with a slowing economy, this will be affected. Have done a great job of improving the operating ratio, but there is only so much you can do. Not a stock that he would be particularly attracted to right now. Doesn’t think it has a lot of wind at its back.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2015-01-28 $26.805

Thinks there is growth here. A rock solid balance sheet. He is a big believer in this internet of things and how more and more devices are going to be connected to the Internet, and this company is the major builder and supplier of a lot of those backbones. Trading at around 14 X next year’s earnings. Yield of 2.70%.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT EL-X Engagement Labs Inc Market Call (BNN TV) 2015-01-28 $0.550

A very, very early stage company, but also very interesting. They measure online mobile engagements. If you are an advertiser and you are doing mobile advertising, you want to know who you are reaching, how much time the spend, how valuable is your brand, etc. This is trying to fill that need. Similar to a Nielsen for rating of TV, etc. It attracts an amazingly qualified and well-known group of advisers. Has a good CEO. Not a lot of revenue yet, but when people in the industry decide they want to be part of it, they are probably on to something. Early stage but highly promising and interesting. Starting to rebound now.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT ELW-X Elkwater Resources Ltd Market Call Tonight (BNN TV) 2015-01-28 $0.110

He is a large shareholder and will be joining their board in February. He is very optimistic about the company. They are producing around 3000 barrels of oil a day. It is well financed and has very little debt. It can operate in $50 oil and stay in business without any problem. They are going to be huge winners on the backside of this oil situation when the crisis is over.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK F.UN-T Fam REIT Market Call (BNN TV) 2015-01-28 $8.400

All of the REITs took a beating about 1.5 years ago when investor started worrying about higher interest rates. Then they had a bit of controversy about the sale of the management contracts. A lot of investors, institutional especially, bailed out and drove the stock price down. Doesn’t think interest rates are going to go up a lot. This yields 9.29%, and he thinks you will get this plus a little bit of capital gain as people accept this new management team. Balance sheet is very, very conservative. Not a lot of debt. He can see 20% gain in the next year.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
HOLD IM-T IMRIS Inc. Market Call (BNN TV) 2015-01-28 $0.990

Manufactures surgical suite equipment. Did a financing and the insiders took the entire financing just before Christmas. Has never seen insiders take an entire financing and lose money. Because of this, he thinks it can go higher. Expect they are going to have a good year.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT ITP-T Intertape Polymer Group Market Call (BNN TV) 2015-01-28 $17.890

Came out with some mildly disappointing earnings, but it looks like most of it is temporary. It probably has a couple of dollars more to go over the next year or so. Has a little bit of a dividend, which will probably be increased. The real money has been made already, but if you are holding it for a rising dividend, you are probably going to be okay.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
PAST TOP PICK JBSS-Q John B. Sanfilipop & Son Market Call (BNN TV) 2015-01-28 $37.030

(A Top Pick Dec 10/13. Up 61.03%.) This was a great pick at the time. He sold most of his stock when it got into the low $40. They make and package nuts.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
TOP PICK KDX-T Klondex Mines Ltd Market Call (BNN TV) 2015-01-28 $2.660

A small gold mining company in Nevada. They are cranking out cash even in the poor pricing environment. Now that prices are getting better, he thinks they become a pretty good take over candidate. At this stage in the market, you typically see the bigger guys buying reserves. Even if they don’t get bought out, it is an attractive stock.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2015-01-28 $5.880

(A Top Pick Jan 21/14. Down 45.4%.) Likes the management team very much. One of the lowest cost operators in the oil/gas sector. Have already announced a reduction in their CapX, and he imagines that they will do so again. They have an enormous amount of resource. Once oil/gas prices recover, these stocks are going to be back up in the teens.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT KEY-T Keyera Corp Market Call Tonight (BNN TV) 2015-01-28 $76.970

Exceptionally well-run. This is more of a processor so is less exposed to the energy price shock, but not completely unexposed. They have contracts with their gas production companies, who have to pay them whether they deliver fuel or not for processing. Well financed. Have some big growth projects that they may delay because of what is going on, but he doesn’t think so.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT LNKD-N LinkedIn Corporation Market Call (BNN TV) 2015-01-28 $220.460

He pays for their services and finds them mildly useful. The stock chart looks like a stock that wants to keep going up. He would guess it trades at a pretty rich valuation. His concern would be that people start getting fed up with the constant push to upgrade or they start increasing prices. Not a bad little business and it does fill a need.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
PAST TOP PICK LOY-X Loyalist Group Limited Market Call (BNN TV) 2015-01-28 $0.490

(A Top Pick Dec 10/13. Down 16.92%.) Just bought a lot more this week. Met with the CEO and thinks things are going to gel for them this year. A rollup story where they are trying to consolidate the industry. Great revenue growth and makes good money, but institutions are not going to buy a stock where they think there is going to be financing. Company has had a knack of telegraphing financing, but CEO has said there will be no financing until the stock is significantly higher. Has a student housing initiative that the CEO is going to get aggressive with. Did a pilot program last year that did well. This will probably be a spinoff from the company, which he thinks will derive a lot of value.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
TOP PICK MCD-N McDonalds Market Call Tonight (BNN TV) 2015-01-28 $88.780

Just removed the CEO. Company had been struggling, partially because their menus got too complicated. They are trying to rebrand their menus and make them simpler. Rock solid balance sheet. He thinks they are going to solve their problems. Has a 30 year track record of increasing dividends. Yield of 3.8%.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2015-01-28 $20.300

Manulife (MFC-T) or Sun Life (SLF-T)? Both of these companies pay decent dividends in the 3%-4% range, but the business doesn’t seem to grow very much. They don’t do very well in a low interest rate environment. He would rather do something else with his money. Not his kind of investment.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
PAST TOP PICK NBG-N National Bank of Greece SA Market Call (BNN TV) 2015-01-28 $1.030

(A Top Pick Dec 10/13. Down 82.90%.) This was a bet on a turnaround in the Greek economy. Instead they elected a party that could pull them out of the Euro entirely. He exited a while ago at a pretty stiff loss. He’s not going to make any more bets like this and will stick to his knitting.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT NRI-T Nuvo Research Market Call (BNN TV) 2015-01-28 $9.640

A drug company that has a commercial product that is selling. Also has a very interesting allergy drug they are testing in Germany. If they can come up with a really effective treatment, this stock is going to go a lot higher. Results from phase 2 clinical trials are out in a week or 2. He has done extremely well in this name. Be a little bit cautious until you see what the clinical results are, but this is a classic case of “buy on rumour and sell on news”. Have a pile of cash so the downside is pretty limited. If it works out, the stock is going to go much higher, but if it doesn’t the downside could be $6 only.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT PD-T Precision Drilling Market Call Tonight (BNN TV) 2015-01-28 $6.040

A name he would choose as a dividend paying driller would be Canelson Drilling (CDI-T). Precision is going to be a survivor. If this cycle persists much longer, drillers are going to continue to see further weakness. His sense is that when energy prices start to bounce, you are going to get the 1st response in the exploration/production companies, and there will be a delayed response in the drillers. Company has quite a bit of debt, and if he were them he would reduce the dividend.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-01-28 $0.950

Just reported and earnings were very good. He made a call to Sell, not because he didn’t like the company, but just because he had done so well. He was up as much as 1500%, so he took profits. If you are new to the story, it is a fine Buy today. For him, he has new ideas coming out to make sure his subscribers have the cash to buy them. The company is very good.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
SELL POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2015-01-28 $45.360

An industry that analysts have said would be a big growth area, because of a shortage of potash. However, it is remarkable how easy it has been for them to bring forth production when demand increases, so he wouldn’t look for a big increase in the underlying commodity. While the Cdn$ has fallen, it is still pretty rich against some of the countries that purchase potash. He would be inclined to Sell the stock.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT QBR.B-T Quebecor Inc (B) Market Call (BNN TV) 2015-01-28 $32.150

Thinks they will benefit from the government’s push to introduce a 4th wireless contender.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK RMP-T RMP Energy Market Call Tonight (BNN TV) 2015-01-28 $4.010

(A Top Pick Jan 21/14. Down 31.8%.) The company has done everything they said they were going to do. They made their production numbers, ran their balance sheet in a good consistent way and have very profitable wells. Well respected management team. He completely underestimated the full extent of the tumble in oil prices.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT RY-T Royal Bank Market Call Tonight (BNN TV) 2015-01-28 $73.930

Do you think this and other banks are in for a significant tumble, and should they be sold now? Canadians historically have very, very large exposure to debt. It would have to be really, really bad for a significant period of time for the banks to have to cut their dividends. Their payout ratios are fairly reasonable. They continue to be well capitalized from a global perspective. The biggest risk that Canadian banks have is to car loans and small businesses, particularly out West.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2015-01-28 $35.600

With its exposure to the industrial space, especially energy, it is going to have a tough time for a good year or two. If you have owned for a long period of time and have a good cost basis, he would ride it out. These industrial companies are going to be the last ones to bounce the most, when there is a recovery in capital spending, particularly in the energy space. A well-run company and well respected.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT SCR-X The Score Inc. Market Call (BNN TV) 2015-01-28 $0.530

Has done okay and thinks it is going to keep doing well. Loves the management team. They put their own money into the stock and they are delivering. Added a lot of users and are continuing to add users. Believes an analyst report said that 100% of their increase in incremental revenue went right to the bottom line. That is a beautiful platform to create earnings from. Thinks it has a lot of legs. Now they are getting into fantasy sports. If the ever do legalize sports betting, this company is in the sweet spot.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2015-01-28 $2.390

Recently cut their dividend, which should have been done a long time ago. This is one of the companies that have been promising a free lunch of increasing dividends and increasing production. What they have actually done is gone out and bought production and financed it through issuing equity. They held on paying out a dividend longer than they should have. The company is going to survive, but it has really damaged their balance sheet. If you are holding it for yield, you have to be very careful because the dividend could go, but that could be a good thing.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT SLC-X SLYCE Inc. Market Call (BNN TV) 2015-01-28 $0.690

Has a technology that is supposed to recognize images and tell you what they are. A very powerful sales tool if you can get it to work. It didn’t work very well when he tried it, and he doesn’t know if they have improved it or not. Has a pretty big market cap, $80 million, but no revenue. They burned $3 million in their last quarter. If it works, it obviously has tremendous potential. He would be cautious.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT SLF-T Sunlife Financial Market Call (BNN TV) 2015-01-28 $38.440

Manulife (MFC-T) or Sun Life (SLF-T)? Both of these companies pay decent dividends in the 3%-4% range, but the business doesn’t seem to grow very much. They don’t do very well in a low interest rate environment. He would rather do something else with his money. Not his kind of investment.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
TOP PICK SPN-X Snip Interactive Inc Market Call (BNN TV) 2015-01-28 $0.750

Not that liquid, so put in bids but don’t chase it. Look at this in 4 months. They are doing a massive financing, and that is 4 months held paper. In 4 months it comes off restrictions and there will be much more stock available. The company basically helps brands market their goods. For example Kraft (KRFT-Q) could say “Buy catsup and you’ll get free Cool Whip.” Today, you have to cut some UPC code, get your receipt and mail it in. This company makes it a lot easier to do it with your phone. You just take a picture, receipt, UPC code, send it in and they validate it and take care of everything. Way cheaper for the brands, way more out take. Stores, consumers and brands love it. The brands also get data from this. The uplift to the NASDAQ will bring a tremendous amount of interest to this.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK SWK-N Stanley Works, The Market Call Tonight (BNN TV) 2015-01-28 $90.510

(A Top Pick Jan 21/14. Up 14.33%.) Besides being a housing play, they have a security system area, which has been doing quite well. A well-run company. They have been consolidating the tool business globally. Good solid balance sheet. Still likes the story very much.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK SYK-N Stryker Corp. Market Call Tonight (BNN TV) 2015-01-28 $92.750

Joint replacements. A great international growth story. The rising middle class globally will be spending more money on health care, so it is a good longer-term global story. Strong balance sheet. Very high return on equity at around 18%-19% consistently. Growing their dividend at around 25% compounded over the last 3-4 years.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY TKM-T Tekmira Pharmaceuticals Market Call (BNN TV) 2015-01-28 $31.850

They are known for their Ebola treatment but people lost interest in them and the stock started to sell off. They then made a deal, but he wonders if it was made in order to prop up the share price. Wouldn’t Buy the stock here as it is pretty expensive and it is not proven yet.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
HOLD URI-N United Rentals Market Call Tonight (BNN TV) 2015-01-28 $86.260

In many respects this is getting tarred with the Caterpillars (CAT-N) of the world. People are worried about a slowdown. US economy is doing very, very well and he thinks you are going to see an increase in home construction, which should be a positive for this company. There is a perception that this company has a lot to do with the oil/gas business, which is the major problem the company is dealing with. Well-managed and has grown very well in the past. Pretty good balance sheet.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD VCM-T Vecima Networks Inc. Market Call (BNN TV) 2015-01-28 $10.350

This company basically makes cable equipment. A smaller company and very profitable. Thinks they have $50 million in cash. Has is done very well. Fantastic management team. They have some assets that are sellable, but not core to their business, and they’ll probably sell them. Has a little bit of a dividend and a ton of cash. It is more what happens outside their core business that he is interested in. Have some other businesses they are trying to grow and develop, which will eventually be spun out, if they are successful.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT VZ-N Verizon Communications Market Call (BNN TV) 2015-01-28 $46.050

Telecom is always a good business, so you should be fine on this. Decent yield of around 4.5%. You not going to make a lot of money on it, but if you are in for yield, it is fine.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-01-28 $11.230

Thinks they can sustain the current dividend yield. This has been one of the best run, dividend paying gas companies. Just cut their CapX spending again, down to around $200 million. They continue to demonstrate very prudent planning and are being very dynamic in the way they are trying to adjust to a highly volatile environment. Probably one of the better dividend paying oil/gas stocks to have.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT WFC-N Wells Fargo Market Call Tonight (BNN TV) 2015-01-28 $52.160

If he were to buy a US bank, this would be the one he would most likely buy. Very well-run. Has a lot of exposure to the housing market and he thinks the housing market will continue to recover. Has a good yield.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT XLK-N SPDR Technology ETF Market Call Tonight (BNN TV) 2015-01-28 $40.020

Technology is one of the best areas to be focusing on. They have pretty high margins already and the good ones are growing their revenues quickly. Businesses have to invest in technology to remain competitive. With their rapid growth, they seem to be the best positioned to grow their way out of currency headwinds. The good tech companies are the ones that tend to have pricing power.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-01-28 $6.260

A great business, but he thinks they get a lot of their revenue from car sales. Every time somebody buys a car, they get an option to buy X-Sirius. It looks like car sales are kind of slowing down. He would be a little cautious on this.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Why is there such a large market for low yielding bonds of 1% or less? The main answer is liquidity. In GICs, you are locking in your money. What if you need your money in 6 months time?

Joey Mack FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Interest Rates. The drop of interest rates by the Bank of Canada was a complete surprise. Feels it was the right move. With the situation on real estate in Alberta and the job losses, the move was prudent to prime the pump a little bit. It was a little insurance to help release a little more growth. Expects there will be at least one more cut, if not 2, given the way the market is moving right now. We had a pretty big miss on inflation numbers on Friday when that number started to tick down, Bank of Canada’s primary responsibility is maintaining inflation in the 1%-3% range. Thinks employment numbers in January will not be good.

Joey Mack FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Bonds. Global government bond yields are at, or near record lows. However, you don’t want to not be in this market now, because when everything else falls apart, this is the market that is going to perform. From a diversification standpoint and your overall portfolio, you definitely want to have some government fixed income and some long-term bonds to balance out the rest of your returns. It has really been a capital appreciation game for the last several years, and he thinks this can continue. In the long run, he thinks the bond market will beat cash. Compared to Europe and Japan, we can still move quite a bit lower, and still generate some pretty good returns for your portfolio. He is more inclined towards corporate and provincial.

Joey Mack FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

What do “D+18” and “FF” mean in corporate bonds? FF is a “Fixed Floater”, which means you have a fixed coupon for the 1st period, after which you have a floating coupon. A pretty complex security, so this is one where you want to talk to your advisor to make sure you know what you are getting into. In Canada the “Fixed Floater” typically gets called. In Europe and America it is not so much the case. Those Fixed Floaters are subordinate bonds of the financial companies, not senior credits. The D+18 means the issuer can Call that bond at any time. They take the then Canada yield at 18 basis points to generate a new price. Typically the 18 basis points is well below what the bond was issued at. This rarely, rarely happens.

Joey Mack FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

3-12 month effects from the recent Bank of Canada rate cut and the European Quantitative Easing on Canadian markets? In his opinion, a lot of the rally in the equity markets has been driven by central bank policies. They have inflated asset prices, and equity markets are one component of that. The European move probably makes Canada look more attractive as a place to invest in. However, Canada is cutting rates because they see sliding growth, which is generally not good for corporate earnings or equities. He doesn’t think rate cuts are going to help drive the TSE further.

Joey Mack FIXED INCOME UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Ontario government bonds? This is probably the credit to Buy right now when you look at what is available. BC, Alberta and Saskatchewan trade at well below what Ontario does. Ontario and Manitoba are the ones that you want to look at right now.

Joey Mack FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Are Strip Bonds a viable investment option? Canada has one of the most well-developed strip bond markets in the world right now. Effectively you are going from an interest bearing instrument to a compounding instrument. For example, you are buying $100 that comes due in 2025, and today you only pay $.70 on the dollar for that. It’s a great way to lock in a rate of return and a great way to compound your interest in a tax-exempt account. You don’t want to do this in a taxable account as even though you are not receiving any interest, you have to pay tax on it every year.

Joey Mack FIXED INCOME UNKNOWN _N/A View
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