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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) 2015-02-27 $0.000

Markets.As an active portfolio manager, you have to not only cherry pick stocks, but also take the responsibility of what areas you are going to overweight and underweight, based on risk and opportunity. Looking at the Canadian index, we know it is quite heavy in energy, commodities, as well as financials. If you replicate that, you will have the same performance in both good and bad times. He tries to beat the market and outperform in good times and protect capital in bad times. Currently he has 90% in consumer discretionary while the TSX weighting is just 6%. He is looking for opportunities in the US. Currently overweight in consumer discretionary as a play on capitalizing on the recovering US economy. Feels the US consumer will be active in the coming years with names such as Magna (MG-T) and GameStop (GME-N). If you are a hands on investor and have the resources to do the homework and research, there is real value in cherry picking names, not only to beat the market in the good years, but to better protect capital in the bad years. He is more focused on the bottom up approach to investing.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-27 $0.000

Gold. Does it make sense to always have some exposure in a portfolio, or is it best to view it as just another commodity? As a long-term investment, this has not been a great investment. However, there are periods where owning gold has given an exceptional return. As a long term play, it doesn’t generate revenue, doesn’t pay a dividend and at times you want to own it and at times you don’t. He prefers bullion to owning companies, as its performance is based on the commodity price, whereas with gold companies there is the risk of the underlying commodity as well as management and balance sheet risk. Not a place that he would be.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-27 $0.000

Canadian banks. Feels these will not be as prosperous as they have been, especially on the reliance of the Canadian consumer. Looking at consumer debt as a percentage of household income, at some point we are going to see loan growth start to slow. As a result, the lean net interest margin that is there will start to hit the bottom line. He owns all the Canadian banks except for Toronto Dominion (TD-T) and Bank of Montréal (BMO-T), which are more heavily weighted in the US, which he is capturing through his US regional banks. You would be best off taking a weighting in each of them because they are correlated to one another. Or you could pick an ETF.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-27 $0.000

Railroads. He is not in this space which is really just a valuation play. On the Canadian rails, you are paying a big premium. He likes the space but doesn’t think it is going anywhere. Wait for a bit of a pullback.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
SELL BABA-N Alibaba Group Holding Market Call (BNN TV) 2015-02-27 $0.000

This was never a Buy. He is conservative, and the stock has to pay a dividend or he doesn’t buy it. It really comes down to how the stock is priced. He would wait until there is further evidence as to where their earnings are going to be. There are easier companies to understand than this one.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-02-27 $0.000

A leader in the simulation, training product space. Their business is 60% civil, 30% defence with 10% in health care. With the growth in the number of active new fleets, he is seeing new pilots required along with new pilot certification, not to mention re-occurring pilot certification. Right now there are about 28 commercial plane assemblies per week, and for every one of those planes, you need 10 to 12 pilots. There is a lot of growth in the space which is translating into contracts. Dividend yield of 1.86%.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
SELL CAT-N Caterpillar Market Call (BNN TV) 2015-02-27 $0.000

Agricultural demand for equipment sales was down quite a bit in 2014. They cut costs to stay profitable, which worked. Year-over-year they were positive for 2014. Coming into 2015, the energy crisis hit, so demand for energy equipment is down. There isn’t a real growth catalyst there. They do business in over 180 countries and 75% of their revenues is global, so they have also suffered from the strengthening US$.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Unknown View
PAST TOP PICK COLB-Q Columbia Banking System Inc Market Call (BNN TV) 2015-02-27 $0.000

(A Top Pick Jan 16/15. Up 11.76%.) When buying US banks you have to realize that they don’t generate as much of their revenue from the retail consumer the same as Canadian banks do. The larger banks are right across all states, and when looking at the US recovery, it is quite patchy. In regional banks, you can really cherry pick the regions that are growing. This one is in the Pacific Northwest where he is seeing growth in wages and population.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2015-02-27 $0.000

He likes the dividend and he likes the name. Have positioned themselves to be very relevant for what is coming up for the next 5-10 years. Have been active in the wireless space, so with everybody doing so much on their smart phones, mobile data traffic has really picked up. Also cyber security threats will increase demand for this company’s networking products. Just reported and they had a great quarter. Yield of 2.83%.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT DDAIF- (OTC-US) Daimlerchrysler Market Call (BNN TV) 2015-02-27 $0.000

Looking at any of the auto manufacturers, you have to look at how you want to make money in the market, and looking at these names on a price to earnings basis, they are attractive. With the economic recovery unfolding, there are opportunities to own them. You have to pick which name you want to be in. He prefers auto parts manufacturers as a better way to play the sector, rather than picking one car manufacturer over another.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2015-02-27 $0.000

They essentially wait for Enbridge (ENB-T) to build out pipelines and then swap them into their Hold Cos. He likes the recurring revenue stream. Recently issued $1 billion of 30 year debt to acquire another pipeline from Enbridge. There is some talk about buying the entire Canadian liquid pipeline business from Enbridge as well. The biggest risk is that it will be very sensitive to interest rates, but he doesn’t see them going up for a while. If you Buy keep a close eye on it.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
PAST TOP PICK GME-N GameStop Corp. Market Call (BNN TV) 2015-02-27 $0.000

(A Top Pick Jan 16/15. Up 3%.) This is a play on the consumer. It gives you a broader range including Xbox, PlayStation and all of their games. This is an area where he is seeing dollars being channelled to. This company has done a few things in the last year which are compelling. They have grown their mobile space and are bringing the consumer in with their secondary market.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT GPS-N Gap Market Call (BNN TV) 2015-02-27 $0.000

Ralph Lauren (RL-N) or Gap (GPS-N)? Both of these are very reliant on the US consumer. This one generates about 80% of its revenues from the US while Ralph Lauren is 70%. Comparing these he would probably favour this one, primarily because they reach a wider scale of consumer. They have Old Navy at one end, the more economical play, Gap in the middle and Banana Republic for the luxury end. He doesn’t see anything wrong with either of these companies but would probably look at a name like Nordstrom (JWN-N) instead, which gives you 500 brands.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT HPQ-N Hewlett-Packard Co Market Call (BNN TV) 2015-02-27 $0.000

In 2010, 2011 and 2012, the stock was negative. After taking 3 years of a beating, the stock started to bounce back and has had a pretty good year. He is still not quite sure which way they want to go with the business. They have given direction that they want to transition from being a hardware business to software. Over 50% of their revenue still comes from the PC space, which is not a space he wants to be in, as he owns their competitor Apple (AAPL-Q).

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2015-02-27 $0.000

Likes the US banks. It comes down to how you want to capture that exposure. Some are heavy on the retail consumer and some are quite heavy on the investment banking side. This one is about half retail banking, a quarter investment banking and a quarter wealth, so you are getting somewhat of a balanced approach. He is more bullish on the retail banking side and has played this through regional banks, such as Columbia Banking System (COLB-Q), National Penn (NPBC-Q) and City Holding (CHCO-Q).

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT KO-N Coca-Cola Company Market Call (BNN TV) 2015-02-27 $0.000

Pepsi (PEP-N) or Coke (KO-N)? Year-over-year carbonated beverage sales are down about 9%, which doesn’t bode well for either name. To combat that they have diversified away by making acquisitions. This one has been going into tea companies, coconut water and even coffee. His preference is Dr Pepper Snapple (DPS-N) which has Canada Dry, Crush, A & W Root Beer. This has very little market share outside of North America and their more specific target is into Mexico, the highest soda consumption capital globally. They are gaining traction there.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
DON'T BUY MAT-Q Mattel Market Call (BNN TV) 2015-02-27 $0.000

This is in the toy space with Fisher-Price, Hot Wheels, Barbie. Historically a good chunk of where their revenues have come from has been selling Disney toys. Recently they lost a Disney contract. The challenge now is around future contracts. The bigger issue is the way children play with toys now. They are using iPads, which have thousands and thousands of apps where they can do all sorts of things. Has an attractive dividend of about 6%.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
PAST TOP PICK NVO-N Novo-Nordisk Market Call (BNN TV) 2015-02-27 $0.000

(A Top Pick Jan 16/15. Up 8.17%.) The largest in the diabetes space. The opportunity is that because they are large, they have significant economies of scale. That is important, because their profit margin is close to double of their competitors. Areas that are growing fastest in terms of new diabetes cases are emerging market countries, which are often the ones that cannot afford to pay the same amount as we can in North America, so with a profit margin that is double their competitors, they can go into that market, provide the drugs at a lower cost, start to own the market and still make very good money.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT PEP-N PepsiCo Market Call (BNN TV) 2015-02-27 $0.000

Pepsi (PEP-N) or Coke (KO-N)? Year-over-year carbonated beverage sales are down about 9%, which doesn’t bode well for either of name. To combat that they have diversified away by making acquisitions. He thinks this one has done a better job as 50% of their revenues come from noncarbonated drinks. His preference is Dr Pepper Snapple (DPS-N) which has Canada Dry, Crush, A & W Root Beer. This has very little market share outside of North America and their more specific target is into Mexico, the highest soda consumption capital globally. They are gaining traction there.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
TOP PICK PRA-N ProAssurance Corp Market Call (BNN TV) 2015-02-27 $0.000

This is in the medical liability space. With Obama care, we are seeing more and more Americans being able to access healthcare. As a result, there is a need to hire more doctors, nurses and healthcare workers, which need to be insured. This company stands to benefit from that as we continue to unfold the early days of Obama care. Have done a few acquisitions over the last few years, which is part of why their stock price has been flat. Those acquisitions now are starting to play out which significantly expanded their geographic footprints. Also gross premiums written have started to increase significantly. Dividend yield of 2.75%.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
COMMENT RL-N Polo Ralph Lauren Corp. Market Call (BNN TV) 2015-02-27 $0.000

Ralph Lauren (RL-N) or Gap (GPS-N)? Both of these are very reliant on the US consumer. This one generates about 70% of its revenues from the US while Gap is 80%. Comparing these he would probably favour Gap, primarily because they reach a wider scale of consumer. This one has a great balance sheet with essentially no debt and $1 billion of cash and is looking at growing in Asia, where revenues are around 13%, which they want to get up to 20%. He doesn’t see anything wrong with either of these companies but would probably look at a name like Nordstrom (JWN-N) instead, which gives you 500 brands.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
COMMENT SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2015-02-27 $0.000

Likes this name. They are essentially cable and media for the most part. Exited the wireless space in 2013 and rolled out their Shomi product, which is similar to Netflix. Have also rolled out Hotspots in Western Canada and currently have 30,000 of them. The idea is that if you are a customer, you can use these Hotspots for free. Over time this will start to build an ecosystem for their users. Pays a good dividend. Stock is not cheap, but it is not overvalued either.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE Yes View
BUY on WEAKNESS V-N Visa Inc. Market Call (BNN TV) 2015-02-27 $0.000

Likes this, but doesn’t own it because of valuation. Trading somewhere around 30X PE. There is a real move towards not using cash, but using plastic, and we are still in the early to mid-stages of that. The question is, what kind of correction are you going to see before it takes its next run. He wouldn’t buy at this valuation but would wait for a correction.

Kash Pashootan NORTH AMERICAN DIVIDENDS SELECTIVE No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-26 $0.020

Markets.  You want to be pretty selective in where you put your money and be a bit quicker to get rid of things that aren’t working for you.  3 years ago Canada was the place to be.  Then she moved to the US and it was a good place to be.  She is 65% in the US now.  Technology continues to be her largest sector.

Jennifer Radman US LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-26 $0.020

Cdn Markets. He thinks the TSX is going to be trading between 13,000 and 15,500. To him, the bottom of the range is more important than the top. This is where things are going wrong. The 2 risks he sees are if commodity prices stay lower for longer, and the second risk is if interest rates go up quicker than people expect. Other than energy and commodity stocks, everything is doing pretty well. To get to the top of the range, we would have to see commodity prices pick up fairly significantly. Hopes that the oil price works its way through to the companies. Expects it will take 6-12 months. As long as oil prices trend up in 12 months, the remainder of the companies in the oil patch will be okay on the dividend side.

Douglas Kee CANADIAN DIVIDEND UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-26 $0.020

Banks. These represent the economy and what is happening. Their domestic retail businesses pay the dividends and grow the dividends from that. Not a bad place to be, but he would suggest there are other industries you could invest in where you would get added growth. What he does, is have backbone type sectors such as utilities, pipes and telecoms. He then tries to add in some companies that are growing their dividends at a faster rate. It may be a lower yield, but growing at 10%-15%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-02-26 $130.415

She does not like consumer products tech companies because of how fast the consumer shifts their preferences.  She is always watching it, however.

Jennifer Radman US LARGE SELECTIVE No View
HOLD ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2015-02-26 $44.180

Got hit especially hard in the 4th quarter, because of its name. Dividend prospects are good. Have good projects coming on, including some Hydro ones in BC. Dividends are likely to grow in the high, single or low double digit area. Have some good opportunities in liquefied petroleum gas as well as liquefied natural gas.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK ANN-N Ann Inc. Market Call (BNN TV) 2015-02-26 $34.760

(Top Pick Jan 10/14, Down 2.39%) This one is lagging.  As long as she sees management doing something she sticks with the name.

Jennifer Radman US LARGE SELECTIVE Yes View
DON'T BUY ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2015-02-26 $11.690

This is not a big dividend grower and doesn’t have a substantial yield, so he does not own this one. This is a cyclical business and it is going to be challenged by the whole oil patch, because they are in construction.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
BUY BA-N Boeing Market Call (BNN TV) 2015-02-26 $151.730

They have about 5 years of backlog orders in their business.  You can probably get a bit of a better entry point if you are patient.  Not a bad pick.

Jennifer Radman US LARGE SELECTIVE No View
COMMENT CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-02-26 $137.390

Very underappreciated. Earnings were in line. Pays a decent yield of about 1%, but they grow the dividend. This is in a business that continues to make acquisitions in the US.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT CHE.UN-T Chemtrade Logisitics Inc. Market Call Tonight (BNN TV) 2015-02-26 $20.910

Yields about 5.5% or so, which he thinks is safe. Payout is a little high and they will be working it down. Made acquisitions that they are now paying down. This is a slower growing business. Majority of its growth comes through acquisitions.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-02-26 $30.990

Likes this company. Pretty conservatively managed in that their balance sheet is not significantly leveraged. As part of their whole corporate thing, they Sell forward. This has hurt in the last couple of years, but is now helping them. Dividend is safe for the next 6-12 months if oil prices remain $50+ going on 12 months.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2015-02-26 $29.910

It is just starting to get going.  When you consider the net cash flow there is a lot of value in the stock.  The company has been very up front about how they are dealing with competitive threats. 

Jennifer Radman US LARGE SELECTIVE Yes View
BUY on WEAKNESS CSX-N CSX Corp Market Call (BNN TV) 2015-02-26 $34.310

Good things going on with Intermodal growth.  They have been getting tightness in the trucking market because they can’t find drivers and now with layoffs in the energy space it is spilling onto the rail side.  These are temporary issues.  She feels there is just a temporary blip in this story.  She would buy on weakness.

Jennifer Radman US LARGE SELECTIVE Yes View
TOP PICK CTSH-Q Cognizant Technology Solutions Corp. Market Call (BNN TV) 2015-02-26 $62.790

They help companies be better through technology.  It used to be cost cutting and outsourcing and now it is moving more to how to use technology to differentiate the product.  They are focused on healthcare and financial services.  There is quite a bit of run room in this one.  There was a temporary profit warning and she bought into that.

Jennifer Radman US LARGE SELECTIVE Yes View
TOP PICK CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2015-02-26 $21.760

(A Top Pick May 7/14. Down 29.42%.) Long-term assets and low cost producer of SAGD in Christina Lake and Foster Creek. Have other assets they have delayed putting money into, but will do so longer-term. Balance sheet is in pretty good shape. Just did a $1.5 billion issue. Instituted a DRIP program at a 3% discount. Also, have royalty properties that they could sell. Management has stated that protecting the dividend is very important to them. Yield of 4.89%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
HOLD CVS-N CVS Health Market Call (BNN TV) 2015-02-26 $104.170

They are targeting how to generate traffic.  They have the pharmacy benefits side which is seen as a competitive advantage.  New money should get a better opportunity over the next little while.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY DIS-N Walt Disney Market Call (BNN TV) 2015-02-26 $104.560

Has been a great performer.  They have been firing on a lot of cylinders.  They are trading quite a bit above where they have traded historically so she does not own it.

Jennifer Radman US LARGE SELECTIVE No View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2015-02-26 $57.610

A good business and they have good projects. They are increasing their dividend at about 10%+ a year.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2015-02-26 $18.760

Pretty good yield even though they did cut their dividend along with everybody else. This is a royalty company, so they don’t have the big CapX programs that others do. A good mix of royalty projects and others. He likes the company.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-02-26 $38.910

(A Top Pick May 7/14. Up 24.41%.) Continues to like this. Had a couple of acquisitions in the US in the last couple of years that are really coming on stream now from an earnings point of view. Earnings are going to be up 20% plus this year, and it is likely they will be increasing their dividend a little faster.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK GWW-N W. W. Grainger Inc Market Call (BNN TV) 2015-02-26 $240.380

Digitized their large catalogues of manufacturing parts.  They focus on working capital.  It is a very large scale business.  There is some energy overhang so the share price has not done anything in two years. 

Jennifer Radman US LARGE SELECTIVE Yes View
DON'T BUY HD-N Home Depot Market Call (BNN TV) 2015-02-26 $115.380

Results are consistent with the better economic numbers and wage growth.  She does not own it due to valuation.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY IBM-N IBM Market Call (BNN TV) 2015-02-26 $160.870

It has not been a pretty picture for IBM.  8% revenue decline over the last quarter. 

Jennifer Radman US LARGE SELECTIVE Unknown View
COMMENT IFP-T Interfor Corp Market Call Tonight (BNN TV) 2015-02-26 $21.050

He doesn’t own forest product companies because of no or low yield. Stocks have done well based on what is happening in the US on the housing side. Also there are some exports to Asia. This is not a sector that he is interested in.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT IMO-T Imperial Oil Market Call Tonight (BNN TV) 2015-02-26 $48.520

A lower yielder, so he doesn’t own it. Great business. Superior assets.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
BUY KKR-N KKR & Co. LP Market Call (BNN TV) 2015-02-26 $23.490

Has been flat for bit now.  They had strong realizations as they sold off businesses and now it is a question of what is next.  She sees a very good underlying yield to the story.  They had some energy exposure that was marked down this past quarter.  She likes the management team.  There is quite a bit of opportunity for them.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY KR-N Kroger Co. Market Call (BNN TV) 2015-02-26 $72.090

It has had a pretty good run and it is not attractive from a valuation point of view.  It will pullback more than others in a market correction.

Jennifer Radman US LARGE SELECTIVE No View
HOLD L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2015-02-26 $64.670

Good company and have a good move up in earnings coming because of their Shoppers acquisition. Their basic food business is pretty brutal. Lots of competition. Without food inflation it is pretty hard for them to get their prices up. Yield is reasonably low, but they are increasing their dividends at a gradual rate.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
WEAK BUY LB-N L Brands Inc. Market Call (BNN TV) 2015-02-26 $91.980

They are in great areas and saw great growth in execution.  Better economic numbers and wage growth in the US is positive.  LB-N has been one of the better performers over the last year or so.  There is a concern about how long they can keep up the growth.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY LUV-N Southwest Airlines Market Call (BNN TV) 2015-02-26 $44.080

In the last couple of weeks she has started hearing comments on airline capacity being higher and what impact that has on pricing and margins.  This one is in a good position and has a low cost structure.  The group has had a run and she would not be surprised at a pullback in US airlines.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2015-02-26 $24.760

 Yield of about 6.8%, but it is questionable if they can maintain it. They could possibly cut it again. This could be a take out candidate some day, but on the acquirer’s calendar, not Manitoba Telecom’s.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
BUY OCX-T Onex Corp Market Call (BNN TV) 2015-02-26 $70.740

One of the companies she is enthusiastic about. A lot of their assets are in US$.  They have strong alignment with shareholders.  It is a core holding and a great opportunity.

Jennifer Radman US LARGE SELECTIVE Yes View
DON'T BUY PD-T Precision Drilling Market Call Tonight (BNN TV) 2015-02-26 $7.600

He doesn’t own any of the drillers and hasn’t since 2008-2009. This is challenged like all of the drillers because the producers are cutting back CapX. There are not only the cutbacks, but there is big pressure on them to cut their drilling costs 20%-25%. There is no hurry to get into this.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2015-02-26 $23.220

A good yielder. Have grown their yield and are expanding their business. Made a fairly significant acquisition last fall, and there is more potential for them to buy more gas stations out west.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-02-26 $38.890

Believes this is on sale at these levels. There was some concern about the company because of cost of service. Good CapX program with $1.5 billion this year coming on stream. Another $6 billion in the next 3 years. Their cost of service business is about 70% of their cash flow, and with these projects and re-contracting this gets up to about 80% 3 years out. Yield of 4.47%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2015-02-26 $2.460

This model works at $70 oil, but does not work at $45 oil, so he sold his holdings. The risk is, if oil prices stay where they are, they will probably have to cut their dividends again. They have good bank lines, but these days those are questionable, as he expects banks will be cutting back on them.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
PAST TOP PICK RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2015-02-26 $44.670

(A Top Pick May 7/14. Up 4.3%.) Doing what they said they would do. They were kind of lagging in their customer service side and are fixing that. Increasing their dividend. Still a good company.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
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