stockchase picture

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

Table View - Opinions in Detail

Print Export
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) 2015-05-21 $0.020

Markets.  If you look at the US economy it is doing well compared to other parts of the world where there is QE still in place.  This will create a buying opportunity for investors.  The improvement in the US economy will likely continue for 3 or 4 more years.  Europe will probably do well as they are early in the recovery.  The US$ strength is a benefit to Canadian investors who have US holdings.  He does not hedge his US$ exposure.  Rates are incredibly low and there is a natural maximum to how high interest rates could go before they have an impact on growth. 

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-21 $0.020

Interest rates and REITs.  People fret about it and how it will impact the REITs.  You only have to be mindful if a REIT is trading at an astronomical rate.  In the last 30-40 years in the US when rates have gone up, REITs have outperformed.  Interest rates are bad for REITs with longer duration leases.  If you have to refinance your debt before your rent comes up for renewal, then you suffer from interest rates increases.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-21 $0.020

Markets. The S&P 500 is eking out another record high today, with the Dow and NASDAQ pretty close. In the last little while we have seen a narrow range. There is not a lot of direction. We are making new highs, but are not making meaningful very, very strong moves on the upside. Given that we have some traditional seasonal weakness ahead of us; markets could probably tread water for a while. There is some trepidation about equity valuations and there are the US$ headwinds as well as the Fed’s shift in policy. At this point you want to be cautious. Expect markets will grind higher for the year, but over the next few months you want to be somewhat cautious. Generally speaking the May to October period tends to be somewhat softer. Not only are the markets weaker, but valuations are also stretched at 17 or 18 times earnings.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
PAST TOP PICK ADS-XETRA Adidas Market Call Tonight (BNN TV) 2015-05-21 $0.001

(A Top Pick April 9/14. Down 19.62%.) Valuations had looked decent, which is why he had gotten into the name. He liked the consumer side of things. Had to sell his holdings in October because of a profit warning because of Russia, as well as they were going to retail their golf division.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
BUY AP.UN-T Allied Properties REIT Market Call (BNN TV) 2015-05-21 $37.450

They have brick and beam office buildings.  Management has done a top notch job of consolidating the sector.  He sees $4/share in increase in net asset value.  He thinks it will grow into its valuation as these developments complete and start producing income.  Balance sheet is clean and you can bank on significant dividend growth for the next few years.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Unknown View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2015-05-21 $93.880

Some of the recent concerns are that they are getting sued by places like Gucci, etc., for presumably knowing that some of the goods are being sold that are counterfeit. Valuations are actually not too bad, and their growth characteristics are quite incredible going forward, but treat this was some caution.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2015-05-21 $16.730

He prefers Citigroup (C-N) and J.P. Morgan (JPM-N). This bank, more recently, has moved a bit more sideways. He can’t say that this is one of the cheaper banks from a Price to Book valuation ratio. He doesn’t mind the stock and thinks it will do okay.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
BUY BOX.UN-T Brookfield Office Properties Ltd Market Call (BNN TV) 2015-05-21 $27.900

It will likely be taken in by BPY.UN-T.  NAV is $31/share.  It is a good entry point.  It should be well positioned to withstand the increase in office supply over the next few years.  The dividend is sustainable.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
DON'T BUY BTB.UN-T BTB Real Estate Investment Trust Market Call (BNN TV) 2015-05-21 $4.980

The leverage is relatively high.  The payout ratio is fine.  It is a Quebec based REIT.  He sees better risk/reward ratios elsewhere.  There is no catalyst for the next 3 or 4 quarters.  You will get your yield, but no capital appreciation if you hold it.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY No View
PAST TOP PICK CBS-N CBS Corp Market Call (BNN TV) 2015-05-21 $61.810

(Top Pick Jun 9/14, Up 2.75%) He sold recently at current prices.  He saw advertising spending and economic growth decouple so he got out. 

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY No View
HOLD CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2015-05-21 $116.200

A lot of large biotech names have been kind of flat lining lately. The biotech sector has taken off quite a bit, and there are some rumblings that it is a bubbling area or expensive. He would disagree with that. They are rather cheap in terms of their PE relative to their growth ratios. He likes these areas. The long-term growth expectations are still very strong.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
TOP PICK CNR-T Canadian National R.R. Market Call (BNN TV) 2015-05-21 $74.490

The US economy is on a solid footing.  The pullback is commodity related.  This is a great entry point because these issues will resolve themselves.  Leading indicators suggest volumes and prices should move up.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
WATCH CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-05-21 $74.490

Some of the rails in Canada have done extremely well until recently. They started to flat line and then fall. This one has fallen below its 200 day moving average, which signals that something is up with the stock. Thinks some of the rail shipments, in terms of volume, are a little bit lower than normal. He would wait to see where it goes.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
BUY CP-T Canadian Pacific Rail Market Call (BNN TV) 2015-05-21 $215.920

The rail sector is a good buying opportunity here if you are long-term oriented.  The pull back is related to lower commodity prices.  He is buying CNR-T and UNP-N.  You can’t really go wrong here.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY No View
PAST TOP PICK CPX-T Capital Power Market Call (BNN TV) 2015-05-21 $23.910

(Top Pick Jun 9/14, Down 2.71%) The drop was due to the decline in oil prices.  Retiring coal facilities early would negatively impact this stock.  Hold for now.

$26-27 Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
HOLD CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2015-05-21 $12.800

Not a core holding.  You get a good dividend, great management team and the properties are fantastic.  You should see the unit price move up since it is trading at a discount.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY No View
BUY CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2015-05-21 $11.400

There are some questions about what they will do with the proceeds from their US disposition.  There is also a concern they will get kicked out of the REIT index.  He thinks you should buy it at these levels, however.  If they use the cash to buy something it should be something very accretive. 

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Unknown View
HOLD CU-T Canadian Utilities Market Call (BNN TV) 2015-05-21 $36.610

Growth potential is mid-single digits.  The utility sector is very interest rate sensitive.  The cash flows are very stable and so you should buy this sector if you think rates are going to remain relatively stable.  People rotate out of this when interest rates go up.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY No View
TOP PICK DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2015-05-21 $70.050

He bought this at the 50 day moving average, which is the support level where he likes to buy stocks. They have 900 stores in Canada, which makes it 5X bigger than the next Canadian dollar store. They operate in a very attractive and growing segment of the retail space. There is still a lot of room for organic growth in Canada. Their plans are to go to 1400 stores. Yield of 0.51%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT EA-Q Electronics Arts Inc Market Call Tonight (BNN TV) 2015-05-21 $62.690

This has done extremely well. A very strong earnings and beat in the last several quarters. Has outperformed its nearest competitors. There is a sector shift from traditional gaming console games into the more digital space. The one concern is that they just lost the person in charge of that, to Nintendo. They have a partnership with Disney (DIS-N) to create games surrounding the upcoming Star Wars video. Looks like an interesting name.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
BUY ECI-T EnerCare Inc Market Call (BNN TV) 2015-05-21 $14.600

He is probably one of the largest shareholders.  Significant ownership of water heater rentals and sub metering business.  Growth is on a stable path.  An acquisition from Hydro One should have significant synergies.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
HOLD F-N Ford Motor Market Call Tonight (BNN TV) 2015-05-21 $15.510

A lot of auto manufacturers have had some recall issues, and hopefully that is behind us. That is what has probably cut the automakers shares off a bit. Likes the auto sector in terms of the manufacturers. This is a good value name and he likes it. (See Top Picks.)

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
TOP PICK FSV-T Firstservice Corp Market Call (BNN TV) 2015-05-21 $77.040

It is splitting into two at the beginning of June.  Fair value of the two separately is about $90.  More people will do due diligence on the two companies and realize they are cheap.  He will hold both when they are split.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
PAST TOP PICK GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2015-05-21 $111.220

(A Top Pick April 9/14. Up 57.42%.) There is some competition from AbbVie (ABBV-N), but when you look at their market share of the hepatitis C vaccine market, they own about 85%-90% and are going to retain that. Their drugs are much easier to take, and a much better format in terms of how they are prescribed, etc. The stock is trading at 10X forward PE with probably a 15% growth rate.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
TOP PICK GM-N General Motors Corporation Market Call Tonight (BNN TV) 2015-05-21 $35.580

Basically bought this right at the 200 day moving average. 2nd largest manufacturer globally in terms of cars and trucks. US auto demand trend is still moving higher based on improving consumer confidence. Lower gasoline prices are going to bode well for their light truck and SUV market. Average age of autos is 11 years plus, which is a catalyst for the demand refresh cycle. Recently announced a $5 billion buyback. Trading at 7X forward PE with a 12% long-term growth rate. Dividend yield of 4.05%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT GOOGL-Q Google Market Call Tonight (BNN TV) 2015-05-21 $556.810

This is attractive. Trading at 1 or 1.1 PEG ratio. It’s PE relative to its growth is relatively attractive. They’re spending a lot of money on R&D, which will bode very good benefits down the road. Thinks this is a name that will command a stronger premium once again.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
DON'T BUY HWD-T Hardwoods Distribution Market Call (BNN TV) 2015-05-21 $14.100

He would rather put his money into ECI-T.  He has not taken a hard look at it.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY No View
TOP PICK LUV-N Southwest Airlines Market Call Tonight (BNN TV) 2015-05-21 $37.230

This, along with the other airlines, dropped about 8%-10% yesterday, based on concerns about capacity and pricing pressures based on too much competition. That was well overdone. It oversold down to the 200 day moving average. All revenues are US domestic, so you don’t have to worry about the US$ tailwinds. Very healthy balance sheet. Dividend yield of 0.81%.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
PAST TOP PICK MA-N Mastercard Inc. Market Call Tonight (BNN TV) 2015-05-21 $92.900

(A Top Pick April 9/14. Up 27.14%.) There is a long-term secular shift from cash into electronic payments. There are lots of growth avenues, such as international expansion, mobile payment expansion, Apple Pay and prepaid cards. Valuations are decent for this premier name.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-05-21 $23.100

This is starting to track a little bit better than Sun Life (SLF-T), which he owns. As interest rates start to edge upwards, this should do well. As equity markets do well, insurers also do well. The dividend is stable and will continue to move forward.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-05-21 $70.110

This has shown up in his screens as an attractive name to own. Had a bit of a dip recently, and unfortunately he did not pull the trigger, and it has moved up a little. Likes the name and thinks it will continue to do well. He doesn’t think we are very late in the game in terms of the auto cycle. (See Top Picks.)

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
HOLD MU-Q Micron Technology Market Call Tonight (BNN TV) 2015-05-21 $26.900

Has been a little bit disappointing as of late. Valuation is still very cheap, but the technical aspects in terms of its recent movement have been a bit disappointing. It is right at its support level, and he will watch to see what it does over the next several months.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2015-05-21 $34.360

There is a pending acquisition for Hospira (HSP-N), a generic drug maker. Some think they have overpaid for this acquisition, which might have held back shares. Feels they had to do it because their long-term growth rate is looking a little weak. The other speculation is that by acquiring this, there is a potential for a spinoff, which will enhance shareholder value. Announced an $11 billion share buyback program in October. Trading at 17X forward price earnings, with a pretty low long-term growth rate. Good dividend payer at 3.25%. He is looking at possibly shifting from this into some HMOs or some hospitals, etc.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
TOP PICK PRU-N Prudential Financial Inc Market Call (BNN TV) 2015-05-21 $85.630

(Top Pick Jun 9/14, Down 1.32%) He was early.  It trades at a reasonable valuation and you should see a better return of capital to shareholders over the next year or two.  The valuation is attractive.  Last quarter they reported a favourable capital position, which was held against them until now.  More and more big corporations are off loading their pensions to companies like this one.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
HOLD QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2015-05-21 $70.090

In the long term, this is a very viable and very strong name. Have run into some issues in China, which seem to have been resolved. The semiconductor market is a high beta market, so you will see some stocks do very well, while others do not. He likes what they are doing in terms of their strategy. A lot of the mobile phones are going to be playing TV, so their Snapdragon chipset is the way to go.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
BUY REF.UN-T Canadian Real Estate Investment Market Call (BNN TV) 2015-05-21 $43.610

A core holding.  There is a difference between a good REIT and what you should pay for it.  This is a good entry point.  He prefers BEI.UN-T however because it was punished due to the energy sector.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Unknown View
HOLD REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2015-05-21 $29.000

He likes the name.  Strip centers with national anchor tenants.  Occupancies were still in the high nineties at the beginning of the year.  Hang on to it.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
COMMENT TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2015-05-21 $245.620

This is a 200X forward price earnings multiple. Some of these names are great products, great services, but in terms of valuations they are way out there, and this is not a name he can own for clients. Likes the product and feels they have a unique business model, but they have a high burn rate in terms of cash flow.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
BUY WEF-T Western Forest Products Inc. Market Call (BNN TV) 2015-05-21 $2.200

People rotate into these if they think the Canadian dollar will depreciate so you should see some benefit.  It rolled back a bit because of a temporary strengthening in the CAD$ in the last month or so.  This stock should do well as lumber prices increase as it goes into the period of seasonal strength.  It is a relatively high quality name.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY No View
HOLD WIR.U-T WPT Industrial REIT Market Call (BNN TV) 2015-05-21 $12.600

They are going to undertake a strategic review process and might sell some or all of their properties.  He thinks there is still some upside.  He likes the industrial subsector and some US exposure.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs OPTIMISTIC on US ECONOMY Yes View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2015-05-21 $76.110

The stronger US$ and the rising wages affected some of the results on a negative front earlier this week, causing a miss on both the top and bottom lines. 30% of their revenues come from outside of the US, so the strong US$ will affect their earnings. It is trading below its 200 day moving average, and at about 15X forward earnings with a 7%-8% long-term growth rate. This gives it a 2.7% PEG ratio. This is why he sold his holdings.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT XHY-T iShares US High Yield Bond Index ETF Market Call Tonight (BNN TV) 2015-05-21 $21.090

Continues to like the high-yield market. High-yield bonds continue to make sense. You are getting a 4.5%-5.5% yield. We are still seeing an expanding economy in the US. He doesn’t see any issues with owning high-yield bonds at this point.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT XRE-T iShares S&P/TSX Capped REIT Market Call Tonight (BNN TV) 2015-05-21 $16.630

One third of this is in Riocan (REI.UN-T) and H&R Real Estate (HR.UN-T), so it is not equal weight. You have to like these 2 companies because you are buying a 3rd of them through this ETF. A 4.75% yield which is nice. REITs are interest rate sensitive and real estate companies and REITs tend to borrow a lot of money, which could affect their operations. With interest rates started to move up, he is a little light on the REIT market. He would prefer a Telus (T-T) or BCE (BCE-T), high dividend players where you will see dividend growth.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT XTR-T iShares Diversified Monthly IF ETF Market Call Tonight (BNN TV) 2015-05-21 $11.920

This is an ETF of ETF’s. It is a balanced portfolio of about 60% fixed income and 40% in equity of income generating types of things. Interest rates in general as they move up, do affect income investments, so some parts of things in this portfolio are going to get affected. This will pay you a pretty decent income, and he feels the risk is relatively low.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT ZEB-T BMO Equal Weight Bank ETF Market Call Tonight (BNN TV) 2015-05-21 $23.280

With interest rates supposedly rising in the next 6-8 months, would you choose the BMO Equal Weight Cdn Bank (ZEB-T) or the BMO Covered Call Cdn Banks (ZWB-T)?  Generally what you want to know about what works best for a Covered Call strategy, is that when you feel that a particular sector is going to be relatively flat, or maybe slightly negative, that is when you are going to get the dividend on top of the covered call premiums. If you think banks are going to take off and do extremely well, you might as well own the Equal Weight basket.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Market Call Tonight (BNN TV) 2015-05-21 $16.930

With interest rates supposedly rising in the next 6-8 months, would you choose the BMO Equal Weight Cdn Bank (ZEB-T) or the BMO Covered Call Cdn Banks (ZWB-T)?Generally what you want to know about what works best for a Covered Call strategy, is that when you feel that a particular sector is going to be relatively flat, or maybe slightly negative, that is when you are going to get the dividend on top of the covered call premiums. If you think banks are going to take off and do extremely well, you might as well own the Equal Weight basket.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-20 $0.020

Economy. He looks at a lot of economic indicators, which help to forecast when a recession might be coming. A Bear market typically leads a recession by 6 to 9 months. He wants to make sure he knows where things are going economically, and right now they look very strong. Watches the Leading Economic Indicator and specifically, the 18 month moving average to make sure the leading economic indicator is ahead or above the 18 month moving average. When it crosses below, it can mean that a recession is coming fairly shortly. Also, likes to watch interest rates and make sure that there is a normal yield curve. Any time the yield curve inverts, he knows that it is a real solid sign that we can see a recession in the near future. Also, any time energy prices rise by 80% or more, in a given year, it usually leads to recession. This year we have had quite the roller coaster in energy. It bottomed out in March in the $42-$43 range. So far we are just under $60, and probably have room to about $75 before we have to be concerned.

Bruce Campbell (2) CANADIAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-20 $0.020

Economy. The Fed met today and the key takeaway seems to be that it is unlikely that rates are going to be raised in June. The bigger issue is September. Do they delay it until next year? That is the big issue. He believes they will probably hike in September, but very, very slowly. A lot of this has to do with normalization of the economy. If you have an economy that is growing decently and there is US growth beyond 2% along with employment growth, don’t you want to normalize a bit? With inflation rates of 1.5%, you should probably have mid-rates of around 2.5% and long rates around 3.5% in the US. The winter was harsh, which impacted economic numbers. With US growing beyond 3%, we have to start now to be putting in higher bond yields, which is what we have seen over the last 6 weeks. Bond prices are down around 3%, which is very aggressive. Probably another 25 basis points of tightening in the bond market will suffice. This is a great environment for corporate earnings with global growth at about 3%, the lowest funding yields we have seen in 2 generations, labour costs not going up that much and trade agreements with global possibilities going on all over the place, so this is a great time to own companies. Thinks equity markets will continue to tick up, not aggressively, but grudgingly. This is the greatest opportunity to be in the equity markets.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS BULLISH _N/A View
COMMENT ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-05-20 $43.720

(Market Call Minute.) Looking very carefully to get back in. It is in line with its peers, and probably has a higher growth rate.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
PAST TOP PICK AIM-T Aimia Market Call (BNN TV) 2015-05-20 $13.690

(A Top Pick May 28/14. Down 26.39%.) Started breaking down technically in August, so he got out. With lower revenue, they basically saw their margins compressed. Has this on his radar screen again. Just announced earnings and the numbers were quite good. Also, announced a dividend increase and a share buyback.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2015-05-20 $14.350

Price has dropped. When rates go up, that generally hurts real estate or REIT market. Very diversified and great managers of assets. Have most of their exposure in Manitoba, Saskatchewan and a little bit in Alberta. Also had diversified over the last 4-5 years getting into the US. In the last quarter their occupancy actually went up, partly due to the US exposure. The biggest concern is the West and its weakness. The office segment is not his favourite place to be. It is only trading at about 12X AFFO. He tends to like the apartment space better. This is cheap and he would probably be a buyer more than anything else.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS BULLISH Yes View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-05-20 $16.740

(A Top Pick May 5/14. Up 12.1%.) Trading at .7X BV and 10X earnings. Litigation has now settled down. It is cheap and the recovery in the US is helping them make profits. They are probably going to increase their dividends in the next couple of quarters. Also, interest rate lifts do help financials. He likes it and thinks there is more upside.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS BULLISH Yes View
COMMENT BBI-X Blackbird Energy Inc Market Call (BNN TV) 2015-05-20 $0.210

A pretty interesting little company. Drilled a couple of very expensive, very high impact wells in the Elmworth area near Grand Prairie, and he understands they had fairly good success with these wells. However, the market didn’t view it as that successful, because they didn’t immediately tie these in. It really starts to delineate the property. Just announced a new summer drilling program where they are going to drill a couple of more wells. Thinks they will eventually get acquired, because they don’t have the cash to continue these expensive wells.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT CBL-T Callidus Capital Corp Market Call (BNN TV) 2015-05-20 $14.900

(Market Call Minute.) This is cheap. They have grown their loan book a lot since their IPO, and the stock price is basically in line with where they went public.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT CDV-T Com Dev International Ltd. Market Call (BNN TV) 2015-05-20 $4.810

Watching this very carefully. What has caught the streets attention is their “exactEarth” business, which helps to pinpoint where ships are in the ocean. The street is discovering that this is probably worth a lot more than what it is being given credit for. At some point they might monetize this by selling it. Thinks they own 70% of it right now. The cash they would get would be used to grow their base business, increase the dividend or allow them to make some acquisitions.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
DON'T BUY CJR.B-T Corus Entertainment (B) Market Call Tonight (BNN TV) 2015-05-20 $17.880

Had weak numbers the last quarter. It’s a tough business because of CRT decisions on “pick and play”, which really hurt them. Their radio stations are doing all right, but nothing stellar. There is always the issue of what Shaw Communication (SJR.B-T) is going to do with them. The one positive is that it is a very free cash flow positive business. He would avoid this because of the unknown with the CRT.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS BULLISH No View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-05-20 $73.740

Rails have done fairly well recently and have had a bit of a pullback. His preference would be Canadian Pacific (CP-T) as he feels that they may have more efficiencies that they can push through. Both companies are trading at the upper end of their valuation range. Both companies are controlled by the supply side of things, so he wouldn’t enter at this time.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT CRR.UN-T Crombie Real Estate Investment Trust Market Call Tonight (BNN TV) 2015-05-20 $12.830

This is very, very stable and defensive in nature. Most of the stores are grocery defensive assets. The sector will get hurt if interest rates go up, but this REIT can handle it because of the very solid, stable assets. 7% yield.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS BULLISH Unknown View
BUY CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2015-05-20 $11.370

This is a better story now. It had invested in retirement homes in Canada and in the US. In the US, you had to deal with regulations, unionization and the rates of return that were poor. They have since exited the US and are trying to make a cleaner story, which is all Canadian. Also, it is a demographic story. Not that expensive. Not a bad Buy now.

Paul Gardner, CFA FIXED INCOME, LARGE CAP DIVIDENDS AND REITS BULLISH No View
COMMENT CSU-T Constellation Software Inc. Market Call (BNN TV) 2015-05-20 $511.000

This has done a phenomenal job. Probably one of the highest compound return stocks in the last 3-4 years. They can probably continue to do what they are doing, but not at the same rate. He is happy to continue holding this.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
Showing 1 to 60 of 140,183 entries
First Previous 1 2 3 4 5 Next Last