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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) 2015-03-03 $0.000

Energy.This downturn is not because of the supply side with US shale oil growth, which has always been there, but it was the 2nd half constant revision on the demand side, because of issues around China slowing and Europe not getting back into normalized growth. Thinks the worst is over. There has been a good move in January. If we see a normalized recovery, something closer to $65, he thinks there is still 20%-30% upside in the equities themselves.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-03 $0.000

Gold. We are a couple of years into this gut wrenching process of becoming more efficient, both in terms of capital and operating costs. This is an industry that was very inefficient with its capital in a very generous market with its equity availability for a number of years. There were some very inefficient acquisitions, and projects were not necessarily run as efficiently as they should have been. With prices now at $1100-$1500 an ounce, you start to see companies really focus on the bottom line, because the margins just aren’t there. There has been a bit of improvement, but you have to be very specific on how you look at how cost reductions have come about. Are they really improving their operations or are they doing simple things like cutting out exploration, reducing headcount, or deferring sustaining capital spending?

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-03 $0.000

Mining. There is a sense of capitulation. Thinks executives have accepted the situation they are in, and believe this is something for the long term and have to focus on becoming more efficient with their capital and reducing costs for the long-term. Also becoming smarter with any M&A activity. Getting smaller is not a negative thing in this market, and the seniors are more amenable to reducing their size.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-03 $0.000

Junior mining companies? We have seen some M&A activity over the last several months. The process has started to see some of the higher-quality projects, which are a bit stranded, find a home in a bigger entity that is better financed and has better availability of capital with lower costs. He expects this process will continue slowly. One CEO has said that there are probably only around 100 real financeable undeveloped projects in the market right now. That will mean very concentrated capital flows.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY _N/A View
COMMENT ABX-T Barrick Gold Market Call (BNN TV) 2015-03-03 $0.000

One of his concerns is that there is a lack of growth. Even in a poor market like this, there are still opportunities for companies adding production and cash flow and earnings-per-share. They are in the process of shrinking a bit, looking at asset sales and trying to fix the balance sheet. He prefers Agnico-Eagle (AEM-T) and Goldcorp (G-T).

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY No View
COMMENT ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2015-03-03 $0.000

This is one of those companies that really got squeezed by the commodity fall. Unfortunately gas prices have worked against them in the Duvernay, where they are still in the process of improving cost efficiencies to make it truly economic and generate rates of returns that should be north of 25%-30%. Their other major asset, which is just steaming up and wrapping up, is their Hangingstone heavy oil project. The 2 things that you probably don’t want to own in a $50 oil and $2.50 gas environment, is an early stage, capital intensive gas project and a heavy oil project.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Unknown View
COMMENT BSX-T Belo Sun Mining Market Call (BNN TV) 2015-03-03 $0.000

This has gone through a lot of turmoil. Brazil has created some unique problems. It seems to be a really difficult country. For this company there is a lot of concern on permitting on federal levels and environmental approval. A great resource with a high grade open pit, so he likes the optics of the project, but they’ve been saddled by jurisdiction and uncertainty about ultimate permitting that has weighed down on the price.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Unknown View
TOP PICK CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2015-03-03 $0.000

One of those premier, smaller dividend payers producing around 11,000-12,000 BOE’s a day of medium gravity oil. Very cost-efficient and very efficient in general with their capital. Good margins. About 35% hedged, so they can withstand this downturn into 2016. A good defensive name to own. A little bit pricier compared to its peer group, but that is because of its low cost of capital, high-quality of assets and the ability to generate good margins. Dividend yield of about 6%.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-03-03 $0.000

One of the granddaddies of the energy sector paying dividends. A core holding for him in any of his income portfolios. In a good position to be opportunistic in this market. There is a lot of talk of them spinning out assets, may be into a merger with a more troubled oil producer, to create a more growth oriented company.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Yes View
WAIT DGC-T Detour Gold Market Call (BNN TV) 2015-03-03 $0.000

A lot of people have compared this to Osisko with large open pit low-grade deposit, a lot of moving of material throughput and mill availability being crucial to the costs, as to whether you are going to be making money or not. Osisko’s Malartic went through an extended ramp up period, which wasn’t easy and is still going through major improvements. He thinks Detour Gold is going through the same process. Their balance sheet can withstand a little bit of a delay in terms of going into free cash flow mode. He is looking for another few quarters of throughput improvement. With steady progress and costs continuing to fall off, it will be a great free cash flow generator.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY No View
BUY on WEAKNESS G-T Goldcorp Inc Market Call (BNN TV) 2015-03-03 $0.000

One of the lower cost producers which will progressively get lower. Just did an acquisition of Probe mine, which leverages off existing infrastructure, so that they don’t have to build a mill. Have 2 mines ramping up that are meaningful and should take the company from about 2.8 million ounces to about 3.4 million ounces by 2016. Likes the cost structure of the company, and thinks it becomes even a little more efficient. Waiting for a better entry point. Any potential problem with ramp ups could provide a better entry point. This is one that he would own for the long-term.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY No View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2015-03-03 $0.000

This is all about Constancia, their copper project in Peru. It is going to add very meaningfully to their copper production growth over the next 2-3 years. Together with Lalor in Manitoba, we should see copper production triple by 2017. The CapX phase is done. Now, as it goes through this very sensitive start-up period in 2015, the other side of the rainbow is if they can do it smoothly enough. Free cash flow at the end of the rainbow is the scenario. He sees good free cash flow going into 2016. In this kind of market that is very crucial.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Yes View
TOP PICK KEL-T Kelt Exploration Market Call (BNN TV) 2015-03-03 $0.000

Purchased their 50% partner Artek Exploration. Originally targeting a Doig play in Northeast BC, but the last couple of wells were Montney, and really liked what they had done with the wells and some of the economics. Feel they can improve this further and make it one of their better plays. One of his favourite names. Good management team. They are making sure the balance sheet is clean in order to make more M&A activity.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Yes View
DON'T BUY LRE-T Long Run Exploration Market Call (BNN TV) 2015-03-03 $0.000

Cut their dividends to zero and trading at a deep discount. Highly leveraged. They were in the process of trying to improve their efficiencies, but unfortunately got caught up in the oil correction. Not a preferred name for him. He would focus on companies with good balance sheets, who cannot only focus on their existing asset base, but take advantage of possible asset acquisitions.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY No View
TOP PICK LSG-T Lake Shore Gold Market Call (BNN TV) 2015-03-03 $0.000

He would rather own a shorter mine life company that actually makes plenty of free cash flow in today’s gold environment, rather than looking at gold companies with a 10-12 year mine life, but struggling to make money. This has a 5-year mine life. Have kick started their exploration program in the Timmins area, to try and replenish what they are producing, and ideally add 2-4 years to their mine life. Right now their cash “all in” costs are just under $1000 an ounce, and they should be able to generate $50-$60 million of cash flow.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Yes View
COMMENT NGD-T New Gold Inc. Market Call (BNN TV) 2015-03-03 $0.000

Have access to high-quality deals, because of the quality of the board and management team. He is struggling to see the new leg of growth. Their Blackwater or Rainy River projects probably made more sense in a higher gold price environment. Rainy River probably has a better chance of eventually coming into a play that they can actually finance. Wouldn’t be surprised if there might be some acquisitions to fill the gap for 2016, and use some of that cost of capital they have, to make that acquisition.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY No View
PAST TOP PICK NSU-T Nevsun Resources Market Call (BNN TV) 2015-03-03 $0.000

(A Top Pick Jan 30/14. Up 9.13%.) In Eritrea Africa, so not the most desirable area to operate given the geopolitical climate, which has been relatively stable, but not a democracy. Loves the cash position. A company that is a cash flow generator. Had transitioned from gold into copper. Next year, with the zinc circuit coming on, it will start to become a zinc producer primarily, just in time for a recovery in zinc prices. However, they are going to have to do an M&A deal for the next leg of growth.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Yes View
PAST TOP PICK P-T Primero Mining Corp Market Call (BNN TV) 2015-03-03 $0.000

(A Top Pick Jan 30/14. Down 32.58%.) Chose this on the basis that it had a nice stable mine in Mexico, sub-$1,000 all-in costs, good free cash flow generator and did an acquisition in Ontario. Was under capitalized and is going to take a little longer with possibly a little more capital than was initially expected. He is looking for an entry point on this, and for a couple of more quarters of no surprises.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY No View
COMMENT S-T Sherritt International Corp. Market Call (BNN TV) 2015-03-03 $0.000

One of the big issues around nickel as a commodity is the export ban in Indonesia. They would like to have smelters built within the country for more value added revenue, rather than just exporting raw material. This has provided a bit of a support mechanism for nickel. This company is a very unique way to play the nickel side of the market. They sold their thermal coal royalty business, so really putting themselves in a more leveraged nickel business. Their Ambatovy mine in Madagascar is still in the ramp up stage, so there is still the sensitivity in ramp up risks. He sees good progress. With a couple more quarters of ramp up progress, with no negative surprises, this is something he might look at in the 4th quarter going into a stronger market in 2016.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY No View
COMMENT SPE-T Spartan Energy Corp Market Call (BNN TV) 2015-03-03 $0.000

A growth oriented oil producer. A name that he has been in and out of. Has an impeccable track record with some value creation since it was started. Management has done a good job of creating high margins, a strong balance sheet and an opportunistic company. Thinks they are in the driver seat of looking at opportunities, so he likes the name because of that.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Yes View
PAST TOP PICK TV-T Trevali Mining Corp Market Call (BNN TV) 2015-03-03 $0.000

(A Top Pick Jan 30/14. Up 13.59%.) Zinc producer with silver credits. Its initial mine is in Peru, which has ramped up well. Next project is the Caribou Mine in New Brunswick, which fires up in the 3rd quarter of this year. Sees good visibility to growth, just at the right time where zinc will be better in 2016. It should ramp up from 50 million pounds to 110 in 2016, with visibility to triple that production probably by 2020, through expansion as well as their Half-Mile mine coming on in a couple of years. Still likes.

Dennis Da Silva CANADIAN RESOURCE OPTIMISTIC on ENERGY Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-02 $0.020

ETF.com in the US gives an overview of all the ETFs available.  There is not such a web site in Canada that he is aware of.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-02 $0.020

Withholding tax.  Dividends from a US ETF are pure income.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-02 $0.020

FRF-T: ETF that is launching.  The assets have to build up to $10 million within the first year in order for it to be profitable.  Size does not matter in the beginning.  If they shut it down after a year then you get your money back.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-02 $0.020

Markets.  We are back at the peak of the .com boom.  But the NASDAQ is a different index today.  Back then they were discounting 15 years worth of earnings into what the Internet was going to be.  The round numbers like the NASDAQ 5000 level today for a nanosecond have some physiological significance.  But now in the Russell 2000 more than 50% of the stocks are more than 10% below 52 week highs.  A narrower group of stocks are leading the index higher.  There are some reasons to say it is stretched here.  He would prefer the Dow now.  He was overweight Europe Nov/Dec last year and then reduced, but was wrong because it is still strong.  This week, or next, the ECB will launch their QE program.  China cut interest rates.  China is actually growing at only 4 or 5 percent and real estate prices are falling in some places.  He would be underweight exposure there.  Russian markets are poised for a snap back, but you can’t hedge the currency risk away.  There is probably another rate cut coming in Canada, but probably not this week.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-02 $0.020

Educational Segment.  Rig Count.  Baker Hughs is the biggest driller in the world.  The Rig Count got cut last year, but it wasn’t until the last two months that they really cut out rigs.  Most of those cut were not very productive so they did not cut out much production.  The seasonal period for oil starts out at the beginning of the year for the first half.  Inventories of oil are the biggest they have ever been in history.  They are expected to build for the next couple of months.  He thinks oil prices will re-test the lows of the last year over the next couple of months.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-02 $0.020

He doesn’t see the ring of fire being viable in the next cycle.  The infrastructure is challenged.  The social and political infrastructure in Northern Ontario combined with low commodity prices and a relatively high cost of capital means you won’t see it work for quite some time.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-02 $0.020

Why is there not more M&A in gold?  There are not an awful lot of deposits that are economic at the current gold price.  Management covet their salaries & perks and don’t want to give them up easily.  The majors that were aggressive in M&A in the last cycle paid for their aggressiveness and are nervous about making the same mistakes again.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-02 $0.020

Markets.  In the last year we saw a slow steady water torture instead of a capitulation sell-off that would normally mark a market bottom.  Half the speculative listings in the world markets have no value.  Almost none of them have gone under.  4 or 5 years from now we will look at 2014 as ‘the good old days’.  He is a contrarian and buys what everyone else is afraid to buy.  We are in an 83% off sale and it is not unattractive.  We are seeing the beginnings of an M&A cycle.  At the bottom it cannot occur because management have put in such ridiculous change of control provisions that mergers are impossible given the payouts for officers and directors.  In the middle part of the market we are starting to see M&A.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-02 $0.020

Markets. She likes growth names and has been looking for ones that are growing back (?) positions. In this environment, where economic growth is so slow globally, every company needs help because they can’t grow organically sufficiently to satisfy her growth targets. She has supplemented the companies that she looks at by companies that are basically making acquisitions. Between the 2, she gets to the double digits that she is looking for. With lower oil prices, consumers benefit the most and she has been positioning more towards consumers that are at the lower end of the income scale. Looking for a better half this year.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC _N/A View
WEAK BUY ABX-T Barrick Gold Market Call (BNN TV) 2015-03-02 $16.010

Stock vs. Stock.  G-T vs. ABX-T.  G-T is better run than ABX.  ABX-T will have more leverage if you see an immediate increase in gold price, however. 

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2015-03-02 $44.390

(A Top Pick March 28/14. Down 20.63%.) The majority of their dealerships are in Alberta, so there has been a lot of Shorting and Selling as people are anticipating that Albertans will buy fewer cars in 2015 and earnings will come off the rails. She doesn’t agree with that. Car sales are trending down, but it is not meaningful yet.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
HOLD AGU-T Agrium Market Call Tonight (BNN TV) 2015-03-02 $146.060

In the absence of the rest of the Canadian resource sector doing well, people have put their money into this and Potash (POT-T). Management has done a lot of investor friendly moves.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-03-02 $48.140

Expects they will continue making acquisitions, but is not sure there are that many deals left in the US. They just entered Europe 2 years ago, and there is not much competition there. An exceptionally attractive stock right now because of lower oil prices, and a lot of oil companies might want to monetize their retail outlets. Yield of 0.37%.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
PAST TOP PICK AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2015-03-02 $25.260

(A Top Pick March 28/14. Down 10.58%.) Had a couple of missteps. Made the announcement of the CFO leaving on the morning of their earnings announcement, so everybody sort of panicked. She thinks the quarter was fine and that they are back on track. Not an expensive stock. Good value.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
WAIT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-03-02 $24.070

A little bit of both energy and infrastructure, so we don’t know what kind of earnings they are going to have next year. This is one of the stocks that she loves because of the management. They have done an incredible job of growing the company in terms of geography. Management is saying that the US business is still very good. Their business in Alberta is very poor, so she would expect those numbers to flow through, especially in the 1st quarter. Wait until Q1 is announced and then Buy. Expects subsequent quarters will see an improvement.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-03-02 $2.430

They just raised a bunch of equity, so they are clearly not going bankrupt. Chart doesn’t look good and they have had lots of missteps and execution issues. Not a huge fan of turnaround stories.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-03-02 $54.750

BCE (BCE-T) or Enbridge (ENB-T) for upside? This one is the less expensive name and Enbridge is the one with the most growth going forward. Enbridge would be her preference.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
BUY on WEAKNESS BNS-T Bank of Nova Scotia Berman's Call 2015-03-02 $66.930

Thinks Canadian Banks move sideways for a while.  At $66-7 it is probably not compelling.  He has reduced bank exposure.  The dividend is safe and attractive.  You may get an opportunity to get it at the low end of the trading range sometime this year.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY BTO-T B2Gold Corp. Market Call (BNN TV) 2015-03-02 $2.070

They have been very aggressive in their expansion, delivering on time and on budget and management have done a wonderful job.  They are well liked in the market.  He likes to invest in management teams that have rewarded him before.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
PAST TOP PICK BYD.UN-T Boyd Group Income Fund Market Call Tonight (BNN TV) 2015-03-02 $46.980

(A Top Pick March 28/14. Up 36.96%.) This is a play on the US, so a much healthier geography. Most of their acquisitions were made last year in the US. She still thinks there are lots of good acquisitions for them.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
COMMENT CAE-T CAE Inc Market Call Tonight (BNN TV) 2015-03-02 $15.020

A fantastic company, but not such a great stock. Never seem to quite make the numbers. Technology is great and their products are great. Demand for pilot training is increasing, especially in emerging markets.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-03-02 $136.750

A lot of their business is outside of Canada, so they benefit from the weaker Cdn$. Have been making acquisitions, mostly in labels, and expects this will continue. They have packaging as well. Yield of 1.1%.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
WATCH CEE-T Centamin Egypt Market Call (BNN TV) 2015-03-02 $1.230

He is attracted to it.  He is looking to reenter.  Everybody hates Egypt so he likes it.  The turmoil in Egypt interrupted negotiations CEE-T had with the government over their mine.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
COMMENT CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2015-03-02 $14.470

Clearwater (CLR-T) or High Liner (HLF-T)? She owns High Liner, so it is her preference. Growing by acquisition.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
BUY DGC-T Detour Gold Market Call (BNN TV) 2015-03-02 $11.600

Really benefited from the lower Canadian dollar and lower diesel prices.  Suspects it could be a takeout candidate.  It is beginning to operate effectively.  Suspects they are only a couple of quarters away from solving all their operational problems.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Unknown View
HOLD DHX.B-T DHX Media Market Call Tonight (BNN TV) 2015-03-02 $9.330

Loves this company. They continue to make acquisitions. A lot of analysts have a Hold on the stock. It’s not cheap. She would think the content cycle is in the 6th or 7th inning now. With her conversations with management, she would guess that the company might get sold by the time the cycle matures.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
PAST TOP PICK DML-T Denison Mines Corp Market Call (BNN TV) 2015-03-02 $1.120

(Top Pick Mar 3/14, Down 38.67%) The bullish expectations for uranium have been postponed.  Low Nat Gas prices relieved the pressure on Japan to restart reactors.  He is still in other uranium stocks.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS No View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2015-03-02 $58.160

BCE (BCE-T) or Enbridge (ENB-T) for upside? BCE is the less expensive name and this one has the most growth going forward. This one would be her preference.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
BUY FCU-T Fission Uranium Corp. Market Call (BNN TV) 2015-03-02 $1.250

The drill holes that were released yesterday and today were very nice holes.  The exploration that is going on is reaching a fulcrum where they know the ore body well enough that exploration is starting to become predictive.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
COMMENT FM-T First Quantum Minerals Market Call Tonight (BNN TV) 2015-03-02 $15.760

This has always been one of the favourite names for institutions to play. Management is quite excellent. Growth has been spectacular and has been able to grow production consistently. If you are thinking long-term, this would be one of the top holdings. Good copper exposure with some nickel. Doesn’t know if she would be buying this today.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Unknown View
TOP PICK FOS-T Phoscan Chemical Corp. Market Call (BNN TV) 2015-03-02 $0.320

Selling for 60 cents on the dollar.  This will probably be the year when the deals come to the cash and this one should prosper.  This much cash will attract a deal.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
BUY FR-T First Majestic Silver Market Call (BNN TV) 2015-03-02 $7.620

Has performed very well.  High quality management team and good assets.  If the Silver price does well, FR-T should do better.  It has become a brand amongst silver speculators.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Unknown View
BUY G-T Goldcorp Inc Market Call (BNN TV) 2015-03-02 $26.590

Stock vs. Stock.  G-T vs. ABX-T.  G-T is better run than ABX.  ABX-T will have more leverage if you see an immediate increase in gold price, however. 

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
COMMENT GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2015-03-02 $53.750

Great management team. A growth by acquisition stock. Made a European acquisition last year which has been integrated, so they are making ready to make another acquisition, possibly in the US.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
WAIT HAU-T Horizons Active US Dividend ETF Berman's Call 2015-03-02 $10.000

If it is an indexed based ETF, then you don’t need to wait to see if you get in after it is launched.  If it is an actively managed ETF, then you have to wait and see how the manager does.  When you buy, put in a limit order.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2015-03-02 $28.250

A retail company, but have been making all their money by monetizing their real estate. She prefers their US properties. Good real estate name. There is more upside.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Unknown View
COMMENT HLF-T High Liner Foods Market Call Tonight (BNN TV) 2015-03-02 $25.740

Clearwater (CLR-T) or High Liner (HLF-T)? She owns this, so this is her preference. They have suffered, because they supply the wholesale restaurant business, and that business has been a bit slow, but is picking up now. Have been going through a transitional year, and over the next year earnings will pick up. Solid management.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
DON'T BUY HSE-T Husky Energy Market Call Tonight (BNN TV) 2015-03-02 $27.950

You have to have a view on oil prices to buy any energy stock. This one is a perfectly fine name. Her view is that the oil price is not going to do much out of the 2nd half of this year.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Unknown View
PAST TOP PICK HUM-LN Hummingbird Resources Market Call (BNN TV) 2015-03-02 $0.000

(Top Pick Mar 3/14, Down 18.89%) The decline in this stock has to do with Ebola.  People were dying at the mine site.  Gold is pretty agnostic about what goes on above the ground.

Rick Rule PRECIOUS METALS BULLISH on PRECIOUS METALS Yes View
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