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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) 2014-10-21 $0.000

Markets. He always believes in having structure in place in order to be prepared for any market conditions. Having Shorts in place as a form of insurance, is something he believes in. Up to the end of August, markets were up 12% and everybody was happy. When you put Shorts in place, it is actually a drag on performance. It is not until you get to a place like Sept/Oct when the market starts to head south, that you all of a sudden realize the value of having insurance. He uses Shorts for hedging purposes as well. If he has a Long position, he wants to Pair that with a Short position. What people sometimes miss in Pair trading is the relationship between the 2 stocks. You can have a Long and Short position, and both of them can go down and you can still make money, as long as your Short goes down more than your Long. Conversely you can do this in up markets as well. He tries to ignore the day to day movement of the Market itself.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE _N/A View
COMMENT BVD.UN-X Boulevard Industrial REIT Market Call (BNN TV) 2014-10-21 $0.000

Still likes this. Likes the industrial REIT space and its predictability. They are getting attractive cap rates within the sector, so they can make attractive acquisitions at 8%-9% cap rates and borrowing at 4%. If you have long-term lock-in leases at 9% and you are borrowing at 5%, the 500 basis point margin is very attractive. In industrial REITs, there are virtually zero costs to property owners. Feels this is going to be a growth stock going forward.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK CBL-T Callidus Capital Corp Market Call (BNN TV) 2014-10-21 $0.000

Long. A Pairs trade with a Short on Laurentian Bank (LB-T). This is an asset based lender, which he feels is an underserved niche in Canada. Although the big banks have them, it’s not something they really embrace. They don’t like high risk lending. An attractive growth story.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT CFN-T Carfinco Financial Group Market Call (BNN TV) 2014-10-21 $0.000

About 6 weeks ago, a large Spanish bank decided to get into the Canadian subprime business in terms of auto lending and made a cash offer of about $11.25. This is very good news for the non-banks in general. The stock peaked in Jan/Dec at around $12 and fell to the $8 level. Doesn’t think there will be another bid coming. If you own, he would tender your shares.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
TOP PICK CGX-T Cineplex Inc Market Call (BNN TV) 2014-10-21 $0.000

Short. They have a 77% market share in Canada, so there is not much scope for them to grow by acquisition. This was the worst summer in North American cinemas in 17 years on an inflation adjusted basis. Thinks they are going to have some issues in their Q3 numbers. When attendance goes down 13%, it is going to have a big impact on profitability. There are also longer-term structural issues that they face. Netflix is competing against them. There is going to be Pick & Pay on cable TV. There was a recent announcement that HBO is going to have direct offering, so Netflix is looking to bypass some movies. Yield of 3.6%. Valuation is at 30X earnings and 13.5X EBITDA, which to him is very expensive.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY CMG-T Computer Modeling Group Ltd Market Call (BNN TV) 2014-10-21 $0.000

Provides software that helps companies to model very sophisticated oil/gas fields and helps with the extraction. Previously had been exclusively focused on oil but have branched out to gas. Very attractive long-term play. Nice yield. They are just on the cusp of developing new software that will be rolling out in the next couple of quarters. Attractive at these levels. A lower risk, lower volatility way to play oil and gas.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK CXI-T Currency Exchange Intl. Market Call (BNN TV) 2014-10-21 $0.000

This is a name that he has held since the IPO. It is a great core holding. They are a wholesaler of foreign exchange, so they provide physical currencies to any financial institution. They are in the supply and logistics business. Likes this as a low risk business. Feels they are going to be growing at about 30%. Have applied for a bank license, which would be a catalyst for them in terms of both marketing and improving profitability. Has a lot of growth potential.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
HOLD CXS-T Counsel Corporation Market Call (BNN TV) 2014-10-21 $0.000

There is a lot of attractive valuation in this stock. Have had a lot of costs this year in preparing for their bank license, and they don’t have any of the revenues. He is hopeful that when the bank license comes in, they will be able to capitalize on their investments.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
HOLD DSG-T Descartes Market Call (BNN TV) 2014-10-21 $0.000

CEO has stepped down but the transition has been smooth. This is one of the most predictable stocks. On the 1st day of a quarter, they know 90% of what their revenues are, so they spend the next 90 days working on the 10%. This is a stock that never disappoints because it is so predictable.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY E-T Enterprise Group Market Call (BNN TV) 2014-10-21 $0.000

Very cheaply valued and views this as a nice play on pipeline construction. They have a business called Arctic Therm which he thinks is the jewel of the business. Also have Calgary Tunnelling. Feels the volatility in the stock is unjustified.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK ECI-T EnerCare Inc Market Call (BNN TV) 2014-10-21 $0.000

(A Top Pick Sept 18/13. 67.35%.) Pairs Trade.Went long this stock and Shorted Just Energy (JE-T). Still really likes this name. They rent water heaters, primarily in southern Ontario. Have very predictable and steady business. Good yield. Trades at about 7X EBITDA.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY EH-T easyhome Market Call (BNN TV) 2014-10-21 $0.000

Likes this. They have a furniture business, but really make their money through Easy Finance which is a finance of the furniture. Have been building up their business in terms of top line growth for the last 5 years, but what he is starting to see now is that it is falling down to the bottom line. The move in profitability for the last 4 quarters has been great and he thinks that continues. A long-term growth story. Attractive at these levels.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT EIF-T Exchange Income Market Call (BNN TV) 2014-10-21 $0.000

He has been Short this name most of this year and just covered his position in August. They are a holding company. Have 2 primary businesses, a regional airline business and maintenance and construction of cell phone towers in the US. AT&T is a customer. Just announced they are going to sell this US division.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
COMMENT GCG-T Guardian Capital Group Market Call (BNN TV) 2014-10-21 $0.000

He has been Long Guardian Capital (GCG.A-T) and Short the Bank of Montréal (BMO-T) since April/09. There is about $2.50 left on the stub for this company. It is a very solid business and has been growing and firing on all 4 cylinders for the last 48 months. They have started to sell some of the BMO shares, using some of the capital for strategic acquisitions. It will take some time for some of those investments to pan out. Feels their perspective on this is a great one. Expects that at some point this company will get taken out.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT GXI-T Guestlogix Market Call (BNN TV) 2014-10-21 $0.000

Is ebola scaring investors off? His view is that the ebola crisis may have some short-term impact on airline and airline traffic, but this one is really a long-term play on ancillary revenues that airlines charge. He likes the stock is a long-term structural story. The street is waiting to see what the next couple of quarters looks like. A great story.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
COMMENT HNL-T Horizon North Logistics Market Call (BNN TV) 2014-10-21 $0.000

There is some potential news coming out today. The BC legislature is going to announce the tax regime for LNG. The perception is that as long as it comes in at less than 7%, it would be perceived as a positive for camp stocks such as this and Black Diamond (BDI-T). Has traded off pretty hard along with the other oil/gas related names.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK JE-T Just Energy Group Market Call (BNN TV) 2014-10-21 $0.000

(A Top Pick Sept 18/13. Up 11.81%.)Pairs Trade.Shorted this stock and went long Enercare (ECI-T). This is primarily door-to-door salesman trying to convince customers to switch to their product. He doesn’t understand their business model, and has a lot of issues with their accounting. Feels this has further downside so he continues to Short it.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK LB-T Laurentian Bank Market Call (BNN TV) 2014-10-21 $0.000

Short. A Pairs trade going Long on Callidus Capital (CBL-T). He put this one on just to hedge some financial risk. Nothing against the bank, it’s just that they have the smallest capital markets group, so if markets go up, this is the least likely to participate. It also takes off some market risk for him.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK PHM-X Patient Home Monitoring Market Call (BNN TV) 2014-10-21 $0.000

(A Top Pick Sept 18/13. Up 61.54%.) Still likes the name. This is a consolidator in the healthcare space. They are acquiring businesses at relatively attractive multiples and using their paper as currency to finance them. This gives them the ability to cross sell their products. Feels there is a lot of potential within the healthcare space.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK RET.A-T Reitmans (Canada) Ltd. (A) Market Call (BNN TV) 2014-10-21 $0.000

(A Top Pick Sept 18/13. Up 12.23%.) Short. He got out at about $6 in January.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
BUY RP-X RepliCel Life Sciences Market Call (BNN TV) 2014-10-21 $0.000

Life sciences. Have an interesting regenerative technology. For example, they can take a hair follicle and extract certain cells, and then replicate them 1 million times and then re-inject them back in areas where they are needed. It is very, very rare to have a company this small with 2 products in phase 2 trials. Feels phase 2 is when life science companies add the most value. Next year they will have a 3rd, which is very rare for a company. Thinks they will put the company up for sale next year, and it will become a bidding war.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
STRONG BUY SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2014-10-21 $0.000

Really likes this and just acquired more recently. The #1 pipe coater maker globally. Also the dominant player in the offshore segment, the fastest-growing segment of the oil/gas world. Likes this is a great, long-term hold, because we don’t know who is going to be building the next pipeline or where it is going to be built, but this company is very likely going to be in the middle of it. Also this is going to be an attractive acquisition for somebody down the road.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT SFD-X NXT Energy Solutions Market Call (BNN TV) 2014-10-21 $0.000

This has had a very volatile year, and he generally doesn’t like this kind of volatility. He still thinks the fundamentals are great. The market has been waiting 1st for the Pemex deal since Aug/13. As a consequence, the share price traded off. However, it has also forced them to look beyond Pemex for another buyer of the product. Last week Pacific Rubiales (PRE-T), one of their first clients, announced exploration deals in Mexico. Feels this helps to speed up the process. However, there has been a transformation in Pemex and NXT is the best way to play it. He would be very surprised if he didn’t hear an announcement on one of those deals before year-end.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
DON'T BUY TWD-X Tweed Marijuana Inc. Market Call (BNN TV) 2014-10-21 $0.000

This is pretty early for the sector. One of his observations is that it is less profitable than people think. It is really an agricultural stock with all the risks that are associated with it. Also there is a lot of hype behind it. He has been Short this one since April. Feels it is overvalued and overhyped. There is going to be more competition for them.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

Markets.  Every time there is a Monday holiday we seem to get some market volatility.  S&P got down 9.4% and he was looking for 10, so we saw that.  16-17% of the S&P has reported already and he gives it a B+ rating.  IBM missed big, but when looking at various sectors, the change in earnings have been actually pretty good and in fact a bit better than expected by about 2-3% going into the quarter.  Revenue has been better than expected except for IBM and they are pointing to currency problems.  IBM may be a specific story.  We’ve seen some pretty good moves in financial stocks in the US after earnings reports.  He thinks it is a 70% chance it is a market bottom for now.  It may be a challenge in 2015 as the FED tries to ‘remove accommodation’.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

From a 3-5 year perspective he likes oil and gas.  He was looking for pullback and we got it.  Looking out at the dividends from the energy sector, relative to where the banks are, he likes the dividend in the energy sector much better than the banks for the next 3-5 years.  There is talk, though, in the market where Saudi Arabia are going to be complacent in the energy price and this will punish Russia.  The spike below $80 in oil is probably the bottom and certainly in the low end of the range.  Below $75 makes no sense because of cost of production.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

Gold.  A number of months ago he identified a double bottom.  We tested those.  But every rally has gone to lower highs.  The now triple bottom is still vulnerable.  Gold is not responding to recent S&P lows the way it should.  Wait for panic selling and then buy in for the next decade.  The lows of last year have to be taken out and then there has to be panic selling. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

US Dollar and portfolio adjustment.  Japan needs to continue to weaken their currency.  Euro may go to parity.  US dollar staying strong may be a drag on US earnings so you may want to change your portfolio as currencies weaken.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-20 $0.020

Markets.  He is starting to pick at some stuff.  He gets the sense that the worse is over for the correction.  Same for the stories that had people nervous have started to abate.  We were three years without a pullback.  He never sells into those things.  November and December are pretty good months usually.  If you held good solid companies you only got knocked back a few percent. 

David Baskin NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-20 $0.020

Educational Segment.  Volatility and the Bond Market.  In his sleep at night portfolio he looked for this correction.  Bond markets have done very well.  With 3 ETFs you can buy the entire world of fixed income.  He saw a 10 point spike in their charts.  Hedged fund portfolios are forced to come and buy fixed income securities.  He looked at the spread between VIX futures.  Wednesday of last week we saw the spike in the VIX spot and the bottoming of the S&P.  What he did was to get out of a lot of fixed income and rolled it into equities while they were so low and bonds were so high.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-20 $0.020

Banks or Healthcare?  Banks in Canada have been money makers in Canada as long as the eyes can see.  Banks double every 10 years.  To invest in Healthcare you have to invest outside of Canada and lose the dividend tax credit.  He likes medical device companies.  ZMH-N is a preference in healthcare.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-20 $0.020

Life Companies.  They make more money when bond yields are higher.  Right now bonds are so unrewarding.  If you are SLF-T or one of the others, then what you get on your bonds is so much less than before the financial crisis.  The question is how they can invest unearned premiums.  He thinks it is premature to buy the pure life insurance companies at this time.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-20 $0.020

Markets.  Buys businesses that generate high returns over a period of time.  His value-add is just buying good businesses.  He worries top down and invests bottom up.  He is seeing opportunities in the market since the recent correction.  He has been waiting for the valuations of certain companies to come down.  He has been adding to some positions over the recent volatility.  He expects volatility to remain as global economies continue to diverge. 

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH _N/A View
PARTIAL SELL A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-20 $0.020

Canadian Banks.  He does not own any in his focus fund.  If you have a big weighting in banks, it is risky.  He is concerned about the amount of leverage they have on the balance sheets.  It would exaggerate any slowdown in the next few years.  He thinks earnings will slow over the next year, so take some profits.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH No View
BUY on WEAKNESS AD-T Alaris Royalty Market Call Tonight (BNN TV) 2014-10-20 $30.080

Owns in his income funds.  Management have done well in deploying their capital.  They have a good long term track record.  Good dividend growth.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
DON'T BUY AGU-T Agrium Market Call (BNN TV) 2014-10-20 $94.600

Huge bumper crop in US in grains this year.  Prices in agriculture commodity companies have gone down since they went up in the past due to scares the Chinese would need so much more grains and that global warming would reduce supply.  He stays away from this sector.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY ARX-T Arc Resources Ltd Market Call (BNN TV) 2014-10-20 $28.700

He is not bullish on the energy extraction industry at all right now.  There is a whole lot of oil, gas and coal in the world.  These guys are price takers.  There is nothing they can do to better their prospects in the market.  Capping wells is a bad solution for income investors.  Look in a more stable industry like a high paying REIT for income.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2014-10-20 $16.260

Pretty good earnings and strong quarter.  Prefers JPM-N and GS-N in preference to this one as there are skeletons in this closet.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
BUY BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-10-20 $26.180

They are a pioneer of the business.  Their edge is that they manufacture the trucks.  They were ramping up their manufacturing due to demand until last quarter when they said they would take it down from 5 trucks to 4 trucks per week.  This took the momentum off the stock.  But management is managing supply with demand so they don’t flood the market and bring down their daily bill-out rate.  Buy it here for upside within a couple of quarters of about 30%.  They manage the supply side of the business which he likes.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2014-10-20 $51.560

He has owned it forever, one of the best managed large companies in Canada.  Smart acquisitions of assets and a top notch group.  These guys are constantly building wealth.  If he was a pension fund manager, he would put his money with them for 10 or 15 years.  This is for steady, solid appreciation over time.  He likes the parent also.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2014-10-20 $11.630

Their share of the smart phone market is now under 1%.  They have a new device out – passport.  Does not think they can compete against Samsung or Apple in the consumer market and they are now getting buried in the business market.  The patents are getting less valuable and the cash is dwindling so he does not know why you would buy it.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2014-10-20 $11.630

Don’t make it a big part of your portfolio.  He is a large shareholder and he also owns the debt.  He is confident in the turnaround and that they will leverage the assets.  They should turn a profit next year. 

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2014-10-20 $67.270

A laggard.  It is difficult for Canadian banks to grow so each has its strategy.  It is in Mexico, Chili and others.  ROE is very high and dividend is attractive.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY CCO-T Cameco Corporation Berman's Call 2014-10-20 $18.640

Uranium.  He added it to his portfolio over the last week.  He thinks the sector will make a bottom, but he does not know when.  He thinks it is a very attractive sector right now and CCO-T is his preferred way to play it.  You have to be willing to sit with it because it is volatile.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Yes View
DON'T BUY CCO-T Cameco Corporation Market Call (BNN TV) 2014-10-20 $18.640

Cigar lake came into production finally.  Maybe nuclear power will come back or maybe it won’t.  People don’t see it as the answer like in the past.  Now we have solar power, wind power and the disaster in Japan to change people’s view.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
WATCH CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-10-20 $221.650

It is a really good business.  Generates very high levels of return.  Does not know when hedge funds might sell this company.  There may be some short term disruptions due to this.  He does not see a lot of upside in it, but with volatility he would want to add to it (say a 25% pull back)

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
BUY CPG-T Crescent Point Energy Corp Berman's Call 2014-10-20 $38.100

He turned negative 4-6 months ago.  Now he bought it at $36-$37 and it is neutral to up a little right now.  You don’t need to rush into it as you will see a lot of up and down in this sector.  Wait for the Russia/Ukraine situation to be resolved. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Yes View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-10-20 $38.100

Cash flow per share is the more important metric.  Don’t get fussed about the high PE ratio.  The cash flow has to pay the big dividend and replace assets as they deplete.  He has never been bullish on CPG-T because their payout seems overly optimistic.  The payout ratio is unsustainable if oil prices stay low for any period of time.  If they cut the dividend then the stock will fall like a rock.  He only has SU-T and CNQ-T.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
WATCH CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-10-20 $22.930

They see slow spending from businesses.  Likes what they are doing increasing dividend and buying back stock.  He doesn’t like the price when he marries it with the growth potential.  Wait for lower prices (teens).

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
PAST TOP PICK CU-T Canadian Utilities Market Call (BNN TV) 2014-10-20 $39.050

(Top Pick Oct 21/13, Up 4.25%) Nice and defensive if you need the income. 

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY on WEAKNESS DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-10-20 $99.220

A great business.  They dominate the dollar segment.  900 stores.  They will add 80 a year and there is a potential for a lot of stores.  Their inventory system is impressive.  Very high levels of return (20-25% ROE).  The valuation is up there for a reason.  There is some good upside over a long period of time.  Add to it if it pulls back.  It is in his top 10.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
PAST TOP PICK EMP.A-T Empire Company (A) Market Call (BNN TV) 2014-10-20 $75.040

(Top Pick Oct 21/13, Up 4.15%) Mostly the distribution.  It’s pretty stable and there are growth prospects in Western Canada.  The expectation is 6% return.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2014-10-20 $75.040

Just purchased Safeway.  Control close to 20% of grocery business in Canada as well as owning Crombie REIT (CRR.UN-T).  They compounded share growth at 10% over the last 10 years. 

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
WATCH GE-N General Electric Market Call Tonight (BNN TV) 2014-10-20 $25.030

Earnings last week beat expectations.  Has the highest organic growth rate when it is one of the world’s biggest companies.  The new GE is totally different than the old one.  They are deemphasizing financial services.  They will split out the rest of it next year.  Likes what management is doing.  They are focusing on business that don’t need as much capital.  He doesn’t see a lot of growth relative to the stock price.  At the end of the day it is a great business.  He just can’t pay up for it at this level.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
BUY GOOGL-Q Google Market Call (BNN TV) 2014-10-20 $532.380

Stock has come down about 15%.  People didn’t like the earnings last week.  Revenue was light and EPS was light.  People are worried about the pay per click they are getting.  It is hard to find a 16 Billion dollar company growing at 20%.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK GS-N Goldman Sachs Market Call (BNN TV) 2014-10-20 $177.840

(Top Pick Oct 21/13, Up 11.53%) Recommended on the premise that it would do a lot of investment banking and proprietary trading and that it could raise dividends.  They did all that.  It is 1.25 times book value.

$20+ David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY IMO-T Imperial Oil Market Call Tonight (BNN TV) 2014-10-20 $51.420

They have a tremendous record over the last 15 years.  They have very low costs (about $10) and so generate great profits.  They have one of the best production profiles coming on over the next 10-15 years.  They are very patient with their capital allocation.  Probably one of the best managed oil companies in the world.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
BUY IPL-T Inter Pipeline Market Call (BNN TV) 2014-10-20 $34.960

The mid stream sector took a massacre in the last 6 weeks.  Some had very high valuations, but they got sold off much too much.  He likes them.  Less commodity exposure.  They are attractive to buy right now.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK MCO-N Moody's Corp. Market Call Tonight (BNN TV) 2014-10-20 $91.490

Credit/debt rating agency.  Control close to 40% of the market.  You can’t issue debt without a rating.  A lot of their revenues are recurring in nature.  They buy back stock as well.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-10-20 $101.140

Bought some today.  It is down significantly over the last 7 weeks.  He knew there were going to be a lot of cars sold and therefore a lot of car parts.  There are another 2-3 years of good growth in North America in the auto industry and then after that it will repeat in Europe.  A PE of 10 so it is a perfect value stock.  Earnings growth exceeded the growth in the stock.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
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