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

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-30 $0.020

Markets. Thinks the next little bit is going to be bumpy. You have lower oil prices which are showing up in the 1st quarter in the US. The higher US$ is hurting international, which will also affect 1st quarter earnings. The Greek fears will probably drag on for a while. However, you are going to have the compounding effect of European quantitative easing, which is going to help and underpin. At the end of the day, he thinks there will be a positive resolution in Greece. Lower energy, although it takes time, will eventually be a boon for consumers. A higher US$ will ultimately help American purchasing power.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-30 $0.020

Which bank, for a good dividend and lower downside risk? Bank of Nova Scotia (BNS-T) is the least tethered to Canada. If you think Canada is going to be a little bit dicey, this is one that you might want to look at. CIBC (CM-T) probably has the highest dividend and the lowest PE as well as having the highest capital levels.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-30 $0.020

Cdn$. A chart on the Canadian dollar dating back to 2005, showed it was at a peak in 2007-2008, and as the stock market and oil fell, the Loonie fell with it. A double bottom showed in 2009. This is happening again. He thinks we are going to see some sort of complex bottom, somewhere around the old lows at around $0.77 on the US$, and probably pretty soon. A similar pattern to oil.

Keith Richards TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-30 $0.020

Oil. Going back to mid-1980s there have been a lot of similar circumstances happening lately. Chart showed that oil fell from $31-$32 to around $10 in the mid-1980s,. The bottom in 1986 was complex with an up-and-down activity over several months. Oil then peaked at around $40 around 1990 and then dropped again and tested at around the same level in 1999. Again it was not a simple bottom. It then reached a peak early in 2008 at $147 and then took a big drop, but did not have a complex bottom. With this information, he feels there is a high probability of the former lows, high $30 or so over the next couple of months, but it will not be a simple turnaround, but will be like the last couple of times where there is a complex bottom. He plans on buying back in after the volatility has played itself out. There will be a great opportunity in oil, probably in the next 6-12 months. Watch the volatility and watch the breakout and it will be a great buying opportunity.

Keith Richards TECHNICAL ANALYSIS UNKNOWN _N/A View
HOLD AC-T Air Canada (B) Market Call Tonight (BNN TV) 2015-01-30 $11.750

Fundamentally a lot of transportation companies are benefiting from lower oil prices. Because he doesn’t think there is going to be an immediate turnaround, he is bullish that oil will start to pick up in the latter part of the year. This could allow this company to gain more upside. The chart shows a little bit of an upward trend channel, and it is kind of at the top of the channel.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT AIG-N American International Group Market Call Tonight (BNN TV) 2015-01-30 $48.870

Has been interesting, because he likes the long-term breakouts. This one broke out a couple of years ago and is now back into a bit of a holding pattern. Sees pretty good support at around $48. In technical analysis, you have to watch the highs and lows. The last low was around $48. If it doesn’t break that, you are still in a bull market. As long as it doesn’t break $40, he is not selling his holdings.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Yes View
COMMENT ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2015-01-30 $1.860

Doesn’t know what the lows were in 2008, but that could be a reasonable projection as to where it would end up. Watch for some complex action, up and down, up and down, for a little while. That tells you a base is being put in. Trend on this has been lower lows and lower highs. When that stops happening and there is a progression of sideways activity, that is a sign that the downtrend is over.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK BAC-N Bank of America Market Call (BNN TV) 2015-01-30 $15.150

(A Top Pick Jan 16/14. Down 10.33%.) Q4 was a bit of a disappointment. Thinks the market is really overlooking its good points. Good credit quality, lower energy exposure than other banks and are levered to a housing recovery and improving US consumer. Cheap at 1X 2015 estimated tangible book value. This is not a question of “If”, but “When”.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
COMMENT BMO-T Bank of Montreal Market Call (BNN TV) 2015-01-30 $72.930

The banks just got downgraded. They are a whole lot cheaper than they were 2 months ago, so they are getting to levels where they are starting to look somewhat attractive. This one had a bit of a rough quarter, but they are making strides on the domestic side. If they can continue with that, it will be a good place to be. This is a name that you are going to want to be constructive on at some point close to this amount.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
COMMENT CIX-T CI Financial Corp Market Call (BNN TV) 2015-01-30 $32.400

A good company with a lot of good upside. If you believe the bull market continues, as he does, this is a good place to play. They have $100 billion in assets with a goal to grow it to $150 billion over the next 5 years. 4.2% dividend is safe. The only thing that concerns him is the changing regulatory environment.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
COMMENT COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2015-01-30 $7.850

They just cut the dividend. The 3-year chart shows the stock was moving sideways for a long time, and then broke down through its support level in the high teens. Technically, he would like to see a base and we are really early in this whole oil cycle. Be cautious on this.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
BUY CP-T Canadian Pacific Rail Market Call (BNN TV) 2015-01-30 $221.470

If Keystone is passed, will this hurt the rails? In all of their crude by rail estimates, they assume that Keystone goes through, so don’t let that hold you back. Crude is about 10% of their business. They have calculated that if crude falls by half, they actually will have better margins because of the better economy, and better top and bottom lines. This is a phenomenal rail company. Trading at around 17X  2016 estimates and is less than Canadian National (CNR-T) right now. He thinks this has upside.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-01-30 $30.200

Have been cutting CapX and stand ready to cut more. In spite of this, they still expect production to grow by about 9% this year. 41% of their 2015 production is hedged. Very sustainable relative to their peers, but even with these hedges, $50 oil and $3 natural gas, he feels the balance sheet will weaken and debt to cash flow will climb to 2.3% and cash flow per share will fall by about 33% and the effective payout ratio will rise to about 158%. The dividend is probably sustainable for this year. The only way he would buy this is if you believe the oil price weakness is temporary and you will have $55-$80 oil within the next 12-20 months.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
BUY on WEAKNESS CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2015-01-30 $12.640

Doing very well. Their Q3 same property net operating income growth is 2.6% and he expects this momentum to continue through 2016. Have been selling their non-core and investing in their core developments. That is pretty well done now and will be turning to developments. He models 10% AFFO growth over the next couple of years. Trading in line with the rest of the REIT sector. The balance sheet has been improving. Payout ratio is reasonable at 69%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-01-30 $90.960

The 3-year chart shows a long, continuous upward trend. It has a high P/E ratio because management knows how to do things right. They are a money making machine. Great chart, great company, great management. Any dip, which we have seen over January, is a buying opportunity.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Yes View
COMMENT ECA-T Encana Corp Market Call (BNN TV) 2015-01-30 $15.540

At $50 oil and $3.25 natural gas, cash flows per share fall 40%. Their balance sheet does get worse and goes from debt to cash flow at 5.4 times. If commodity prices stay as low as they are, they are going to have to cut their dividend and their CapX even more.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
COMMENT EFN-T Element Financial Market Call Tonight (BNN TV) 2015-01-30 $13.500

Chart shows that this is most definitely a stock in a trading range and has been all 2014. He would like to see it break out. However, it is not a bad thing to own the stock within a sideways trading range, so it is a fairly low risk trade at this point, as long as it does not break support at $12.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
BUY EIF-T Exchange Income Market Call (BNN TV) 2015-01-30 $22.130

A higher risk stock and somewhat illiquid. His company has a $28 target on it. He forecasts their 2015 payout ratio at 60%, so the dividend looks good. Trading below its five-year average EBITDA of 7%. They just de-levered their balance sheet by selling the West Tower. Bought an aerospace company which looks like it is going to be pretty accretive and a strategic fit.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
PARTIAL BUY FTT-T Finning Int Market Call (BNN TV) 2015-01-30 $20.950

Caterpillar (CAT-N) came out with a weak outlook recently, which hit this company. His numbers are even more negative and assumes new equipment sales fall 20% in Canada, 10% in South America. Even with that, given their strength in product support, he sees their overall earnings actually rising by 5% in 2015. If his assumption is right, it means they earn a $2.29 free cash flow, which gives them about 11% free cash flow yield. If you are looking long-term, the dividend is safe with a 34% payout ratio and the balance sheet is strong. This could be accumulated down at these prices.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
HOLD GEI-T Gibson Energy Market Call (BNN TV) 2015-01-30 $22.610

One issue is that only about 30% of their EBITDA is actually coming from infrastructure. The rest is coming from marketing, environmental services and trucking, which are much more volatile businesses and price sensitive to swings in energy. Still trades at a very high PE at about 28X, in line with the group. If you own, consider selling Calls.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
COMMENT GEI-T Gibson Energy Market Call Tonight (BNN TV) 2015-01-30 $22.610

Chart shows a long upward trend until late 2014 followed by “a flight pattern of a brick”. He can see some support at current levels that may or may not occur. It is hard to predict where support will come in. When it stops going down, making lower highs and lower lows, and then starts to base, that might be a time to Buy in.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
BUY GIB.A-T CGI Group (A) Market Call (BNN TV) 2015-01-30 $50.350

This has growth and this is a consolidated market, and they are really likely to capitalize on that and grow by acquisitions. He has been buying currently. Still trading at 8.9X 2015 EV EBITDA, versus its 5 year average of 9.3.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
TOP PICK HBC-T Hudson Bay Co. Market Call (BNN TV) 2015-01-30 $15.250

One reason he likes this is the real estate play, but the big reason is that 63% of their business mix comes from the US. He thinks you will benefit from a stronger US consumer and lower oil. They report in Cdn$, so are going to benefit from the US dollar exposure. Have been doing well in Q3 on their top line growth, bottom line growth and margins. Yield of 0.85%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
HOLD HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2015-01-30 $24.420

The dividend is reasonably secure. It has a 91% 2015 estimated payout ratio, which has been trending up a little. They have made their portfolio look better by selling half of their industrial portfolio, and will probably use the proceeds to pay down debt or do buybacks or stock. If you believe yields are going to go lower, this is one that you can buy.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
DON'T BUY MBT-T Manitoba Telecom Services Market Call (BNN TV) 2015-01-30 $25.650

Thinks Allstream has been weighing on them. Their best opportunity is to try and find a way to divest it and focus on core operations, and ultimately preserve their dividends. He estimates the 2015 payout ratio to be at 104%. You will get paid your dividend this year, but he is not so sure of the strength of the market over the next year. He wouldn’t be putting new money into this yet.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2015-01-30 $20.380

Expects that in the next 12-24 months we are going to have higher yields, which will be a tailwind for this company. 45% of earnings is coming from the US. Trading below its five-year average. Solid top and bottom-line trends in Asia. Yield of 3.05%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-01-30 $122.090

(A Top Pick Jan 16/14. Up 30.83%.) He saw continued margin expansion, continued top line growth, capital deployment to buy back shares and increase of dividend. This is all still very real. Still trading at a discount to the group.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
HOLD NBD-T Norbord Inc. Market Call (BNN TV) 2015-01-30 $28.280

Cut their dividend down to about 4%. Acquiring Ainsworth Lumber (ANS-T), which will be accretive for them. This is a play on the eventual US housing recovery. OSB prices have stayed really, really low at around $200. Eventually that has to turn up to justify the stock move that this company has had. He would consider Selling a Covered Call on this.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
COMMENT PEY-T Peyto Exploration & Develop. Market Call (BNN TV) 2015-01-30 $32.100

One of the most sustainable and best names and is almost all natural gas. Even at $3.25 gas, their debt to cash flow is fairly reasonable at 2X, so their balance sheet is still pretty good. Their payout ratio goes to 144%, which is a whole lot better than the group of 216%. If gas prices stay low, they all will be forced to cut their dividend, but this is a quality company that continues to grow production. If you are going to bet on the natural gas play, this is a good one to own.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
COMMENT PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2015-01-30 $3.400

The up-trend was broken mid-2014 and took a long drop to the low $3 area. It’s a little early to tell if this is basing. Also, if you are looking for the dividend, check the balance sheet to see if it can be maintained.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2015-01-30 $46.260

This has been looking pretty good, but is coming into some technical resistance. It needs an impetus to break through its highs. There will be some sellers because technical resistance is where people bought and they remember what they paid, and they want their money back. Be aware that you need positive news to break it through that stuff.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
DON'T BUY QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2015-01-30 $62.460

Thinks this has been having a little bit of trouble with market share. He doesn’t like the stock profile right now. Chart is showing lower highs and lower lows. This could get back down into the $58 range before long. The likely direction is down.

Keith Richards TECHNICAL ANALYSIS UNKNOWN No View
COMMENT RY-T Royal Bank Market Call Tonight (BNN TV) 2015-01-30 $71.740

Recently got a downgrade. The problem is the whole oil economy we are in. Technicals show it is breaking down, along with the banks. Technically it is not a buying opportunity. There is a seasonal tendency for markets to firm up in the latter half of February. As and if that happens, there will probably be a bounce on everything, and that could be your exit point for shorter to midterm traders. If you are long term trader, the banks are generally pretty good, but you may go through a lot more volatility before you are smiling again.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT SGY-T Surge Energy Inc Market Call (BNN TV) 2015-01-30 $2.570

They cut their dividend which was good and are trying to respond to the environment, but at $50 oil and $3.25 natural gas, the balance sheet does weaken and the debt to cash flow goes to 4.1%. Their effective payout ratio is still not bad at 86%. You can own this if you have a view that this oil weakness is temporary for 12-20 months, but if you are buying it for sustainable long-term dividends and you think oil is going to stay where it is, you don’t want to be here.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS No View
TOP PICK SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2015-01-30 $29.340

The Cdn$ is probably going to go lower. He thinks a 4th player is going to come in to Canada and going to hurt the Big 3. The money from there is going to have to go somewhere and this company is quite reasonable. They just pulled back from a weaker Q1. Thinks they can grow their EBITDA this year by 5%-7%. Combining out with lower CapX, he sees their free cash flow growing by about 30% through 2017. Also, expects 5% dividend growth. Yield of 4.02%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
DON'T BUY SLV-N iShares Silver ETF Market Call Tonight (BNN TV) 2015-01-30 $16.540

There is some seasonality to silver at this time of year, but generally speaking the chart is not a pretty picture. The trend since 2012 has been generally down. He would avoid this at this time.

Keith Richards TECHNICAL ANALYSIS UNKNOWN No View
DON'T BUY SSO-T Silver Standard Resources Inc. Market Call Tonight (BNN TV) 2015-01-30 $7.830

The chart is very similar to silver itself. The general trend has been bearish since 2011. There have been a series of lower highs and lower lows in the last year. There is no evidence of this point that it will break upwards through the trend line.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2015-01-30 $50.600

Would you Short this for CGI (GIB.A-T) or West Fraser (WFT-T)? He wouldn’t Short a bank, even if he believed the banks went $5 lower. He would maybe Sell a Call. He doesn’t want to play the negative yield. This is a dangerous game. Banks have a tremendous ability to make money over the long term. This one has 24% of its earnings from the US and will benefit from a weaker Cdn$.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
DON'T BUY TGL-T Transglobe Energy Market Call Tonight (BNN TV) 2015-01-30 $3.700

The problem with this stock is that it hadn’t been moving up with a lot of the other oil stocks over the last year. On energy stocks, you want to wait for the next 6 months before buying in the sector. This one may have a little more downside yet.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK VGK-N Vangrd European E.T.F. Market Call (BNN TV) 2015-01-30 $52.680

(A Top Pick Jan 16/14. Down 6.99%.) This was actually an OK call, but he hadn’t accounted for the euro falling like a stone, and this was not currency hedged. He actually prefers and is buying Wisdomtree International Hedged Equity Fund (HEDJ-N), and thinks Europe goes higher with quantitative easing.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-01-30 $12.410

The one year chart shows close to “flat” lows in December and January. A base is created by no more lower lows as well as no more lower highs. This is about to test the previous high of around $12.50. This could very well be a base. He likes to see at least 3 tests for both the bottom and the top to form a true base. You will know, probably in the next couple of weeks, if this stock is basing.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
SPECULATIVE BUY WJX-T Wajax Corp Market Call (BNN TV) 2015-01-30 $24.250

Trading at 6.4X versus 11.4, its five-year average, so it is cheap. Have just restructured, so that is complete and it can derive cost savings. Its debt to EBITDA is pretty low at 2.1, well below its debt covenants. What is sad is the weak outlook for oil and gas, and for miners. The payout is very generous. This is worth a shot for somebody who doesn’t mind taking a little bit of a risk.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
PAST TOP PICK WSP-T WSP Global Inc. Market Call Tonight (BNN TV) 2015-01-30 $34.370

(A Top Pick Dec 19/14. Down 0.46%.) Technically this looks great. It broke an incredible holding pattern that it had been stuck in for about 5 years, just under $33 range. He likes the stock fundamentally. An engineering company that has been growing like crazy. Has an international presence.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Yes View
COMMENT XEU-T iShares MSCI Eur IMI Idx Market Call Tonight (BNN TV) 2015-01-30 $21.180

European markets. Chart looks like it is breaking out. Breakouts are very positive. When you get these long periods of consolidation, they can be quite bullish. You could get quite a bit more upside based on this chart.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK XLK-N SPDR Technology ETF Market Call Tonight (BNN TV) 2015-01-30 $39.900

(A Top Pick Dec 19/14. Down 4.02%.) Technology is a high beta sector with a lot of leverage to the movement in the market. They can sometimes have a tendency to see a peak around the end of January and into February, but not always. Last year, technology stocks didn’t really weaken until July. The longer-term trend on this sector is up. The bigger trend is good, so he is going to hold it into the spring. The bigger trend is good, and this is probably a decent entry point for it.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Yes View
TOP PICK XLY-N SPDR Cons Discretionary ETF Market Call Tonight (BNN TV) 2015-01-30 $69.990

This is a seasonal call. Although he respects the seasonals, he is technical and fundamental. The idea is that you rotate out of the discretionary stocks after the winter, and you go into staples. You then reverse this in the summer. In this case, he waited until December because the staples were the out-performers right up until the end of the year. Then he started to see the staples underperform a bit, so he rolled into the discretionarys late in the year. This is showing the higher highs and higher lows. He thinks this will move until at least April-May.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Yes View
COMMENT XSR-T Canadian Satellite Radio Market Call Tonight (BNN TV) 2015-01-30 $6.210

Chart shows a little bit of a downtrend for the last year, but trying to break out. The last peak of around $7 is going to represent some resistance. There are still 2 lower lows. He would wait for some consolidation, and then buy on the breakout. He wants to wait for it to at least prove that it can hit and test the last high.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT ZBK-T BMO Equal Weight US Banks ETF Market Call Tonight (BNN TV) 2015-01-30 $16.980

Over the near term, there is a little bit left on the Cdn$ falling and the US$ climbing. This is probably not a bad idea as you will probably get a little more upside on the dollar trade. However, at some point over the summer, you are probably going to see a flattening of the Cdn$ and it won’t continue to trend down. If oil starts to rally, the dollar will follow, which could be negative for this position.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
TOP PICK ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF Market Call Tonight (BNN TV) 2015-01-30 $18.850

(A Top Pick Dec 19/14. Down 10.7%.) He bought this because he has traded it before and knows its patterns very well. Had been absolutely sideways in 2014 and then started to break out. He tends to buy on breakouts. This should be strong through until April. Short-term traders could Buy it in here at around $18 mark and possibly sell it at around $22.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-29 $0.020

Markets.  We are at an interesting point in economic history.  The reality is that we have not had a point where the European, Japanese, Chinese and Bank of Canada are working together to add liquidity.  In the long term this could contain some dangers.  It is an inflationary phase that we won’t see until 2016.  The next part of the equation is currency exchange.  That will be more powerful than more people think.  Now that we have a foreign exchange structure that is seeing the US dollar move dramatically against all other currencies, it will change things dramatically in 12 months or so. 

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-29 $0.020

REITs are pushing forward as much of the refinancing as they can.  The lower interest rates are a benefit and then they want to lock them in for as long as possible. 

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
PAST TOP PICK A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-29 $0.020

Air Canada Bonds 7.625% maturing 2019 (Top Pick Feb 28/14, Up 14.75% Total Return) The slow down in Western Canada could moderate air travel for a few years.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-29 $0.020

REIT rules in Canada.  He would love to see more flexibility.  Changes in 2006 involved rules that were too draconian.  He doesn’t see rule changes in the US coming to Canada.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-29 $0.020

Markets.  Thinks interest rates will be lower, longer than people think.  The Bank of Canada is worried about a slower Canadian Economy.  We are in the phase where the oil price drop is now affecting other areas of the market.  Oil is very little of the US economy compared to Canada.  The world has not changed that much.  Earnings came out from a lot of companies and all they said was that the dollar was affecting them.  Yet commodities have collapsed.  China may be slowing down faster than people think.

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-29 $0.020

Is it time to get out of Canada?  Nobody really knows where oil is going.  He feels oil can still go lower as there is still excess supply.  The other problem with oil is that it can be stored and eventually storage could get filled up.  It has to settle somewhere.  It will probably go up higher over a period of time.  There will be a point over the next period of time when it is a great time to buy great oil companies [Canadian].

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS _N/A View
DON'T BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-01-29 $34.770

A wonderful operator.  The reality is that the dealerships are centered in Western Canada.  It will be tough for them to just maintain sales. 

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
TOP PICK AP.UN-T Allied Properties REIT Market Call (BNN TV) 2015-01-29 $40.370

(Top Pick Feb 28/14, Up 24.60%) Has a very disciplined organic growth pattern.  He continues to hold and it is a large position.  This is a well run investment trust.  It is a development, acquisition and urban intensification story.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-01-29 $15.430

It has come off a fair bit as have a lot of the US banks.  You have a really good chance to get a great company really cheap.

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS Yes View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-01-29 $65.180

This is where all their top managers own their equity in the portfolio.

Ben Cheng REITS, INCOME STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
DON'T BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2015-01-29 $12.920

It is hard to see where it will go from here.  It is a difficult environment.  He thinks it would work better if Amazon bought them out.  He is not sure BB-T will be around in a year.

Paul Harris, CFA NORTH AMERICAN/GLOBAL CAUTIOUS No View
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