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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) 2015-05-28 $0.020

Markets.  The underlying constant is the growth. The oil fall has given cover and inflation and Cap X have come down, but underlying things are quite strong.  He sees an overheated economy next year, primarily in the US.  There will be an 8 month lag for Canada.  The balance sheet of the average consumer in the US is actually quite healthy.  Inflation can be an incentive for people to make major purchases before the price goes up next year.  He sees growth rather than defense.  He is out of anything that has done well over the last 5 years. 

Patrick Horan NORTH AMERICAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-28 $0.020

When you buy back your stock it is a tax effective way of increasing your earnings per share.  He prefers dividend raises because he believes when boards raise a dividend they ask 3-5 years out how sustainable that is, whereas a buy back is immediate. 

Patrick Horan NORTH AMERICAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-28 $0.020

Short Sales of Stocks.  The stocks he shorts are large and liquid.  If there was a technical squeeze and there is not enough stock to borrow, your broker might demand it returned.  This never happens in the large caps.  When you go to borrow for a short sale.  You want to do it from a larger broker. 

Patrick Horan NORTH AMERICAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-28 $0.020

Markets.  Investors need to embrace volatility.  It is an important part of the market place because it allows you an opportunity to purchase things.  You need to understand the valuations of the companies you are buying.  He feels you will not see strong, strong economic growth in the world.  Even in the US people are not spending all the money they are saving with oil being down.  They paying down debt or saving more money.  That will lead to lower economic growth.  That is the world we live in now.  The Canadian dollar should be around $0.95 and the weakness below that was caused by things like lower oil prices.  You need to have a long term approach to investing.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC _N/A View
BUY AMGN-Q Amgen Inc. Market Call Tonight (BNN TV) 2015-05-28 $157.350

They are massive biotechs.  It has a dividend yield.  They are focused on cutting costs.  They have great products in the pipeline.  You aren’t taking typical biotech risk. 

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
PAST TOP PICK AVO-T Avigilon Corp Market Call (BNN TV) 2015-05-28 $18.060

(Top Pick June 20/14, Down 21.10%) Every time the CEO speaks there is controversy.  After the past quarter it was down 20% and he saw multiple buyers on the stock so that told him something positive was happening.

Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-05-28 $16.670

(Top Pick May 29/14, Up 11.12%) It is not expensive.  Trading below book at about 10 times earnings.  Their M&A side is doing well.  The brokerage business and asset management business is doing well.  We just need interest margins to do well.  He thinks they will move the dividend up when they can.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-05-28 $44.690

He likes it.  It is incredibly well run and understands the businesses they are in.  This has been a great story and the infrastructure space is an incredible space.  They are very good at understanding when assets are cheap and selling them well.  They can do well over a long period of time.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY BMO-T Bank of Montreal Market Call (BNN TV) 2015-05-28 $77.110

He does not mind it here.  It is okay.  They have a good dividend yield.  The risk is that we have a recession that causes a consumer recession and then loan losses come back and bite them.  He prefers US banks.  He prefers TD-T and RY-T and then perhaps NA-T in Canada.

Patrick Horan NORTH AMERICAN OPTIMISTIC No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-05-28 $64.570

Great dividend yield.  One of the problems is that people give it a higher multiple because of their emerging market assets.  Because that area is now very tough people have stepped back from it.  The volatility in those markets should help these guys when they make acquisitions.  Their Canadian franchise isn’t as good as other Canadian Banks.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
BUY CAE-T CAE Inc Market Call (BNN TV) 2015-05-28 $14.970

He likes it and thinks it is a good buy here.  It has done okay.  He bought it in the fall and was patient.  They are a Canadian manufacturer that has leadership in their space and benefit from the rising US dollar.  You should see 8 to 10% earnings growth over the next 3 to 5 years.

Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
BUY on WEAKNESS CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2015-05-28 $18.510

It is trading at 12 times earnings with a decent dividend.  Certainly Uranium is going to go up soon.  Japan is going to start their nuclear power program soon.  He would look to buy it a little cheaper.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
WAIT CHC-X CHC Student Housing Corp. Market Call (BNN TV) 2015-05-28 $7.900

They are a small cap REIT.  For the most part he is not interested in REITs.  These guys go to university towns and reformat buildings to facilitate university residence.  Their big competitor is the university itself, which find buildings cost too much when you consider the services to operate residences.  This business model has been exploited in the US and UK and thinks it is coming to Canada.  There is a new stock issue coming and it appears to be an attractive business model.  Talk to your advisor.  No yield yet and highly illiquid.  Don’t buy it today, but wait for the new issue.  Their returns per unit of housing are quite high.

Patrick Horan NORTH AMERICAN OPTIMISTIC Unknown View
DON'T BUY CP-T Canadian Pacific Rail Market Call (BNN TV) 2015-05-28 $208.800

TCK.B-T is pulling back on coal shipments, announced today.  You have a lot of time before you buy into CP-T.  It is very expensive.  He admires management and had a positive oil market work in his favour.  Commodities are starting to work to their disadvantage now.  He is very cautious on the stock.  Now is the time to take your profits if you held it over the last few years.

Patrick Horan NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK DE-N Deere & Co. Market Call Tonight (BNN TV) 2015-05-28 $93.500

(Top Pick May 29/14, Up 5.48%) He was expecting 10%.  They had great numbers last quarter.  The farming side of the business has slowed down.  If this ticks up they should do very well.  We can buy the stock cheap at these levels.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Yes View
TOP PICK DH-T DH Corporation Market Call Tonight (BNN TV) 2015-05-28 $41.250

He likes it and owns it.  It is a ‘thin-tech’ company.  Cheques are 20% of their business still.  They made acquisitions that give them a bigger presence in the US.  They can continue to grow both organically or with bolt-on acquisitions.  The one risk is that they are not merging the sales forces in the last acquisition, so it is something to look out for.  You won’t see a lot of dividend increases because they really want to grow.  They should grow quite substantially over the next little while.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Yes View
DON'T BUY EBAY-Q eBay Inc Market Call Tonight (BNN TV) 2015-05-28 $60.560

You want to own PayPal because that is the growth part of the business.  EBAY-O has slowed down a fair bit. 

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
TOP PICK EFN-T Element Financial Market Call Tonight (BNN TV) 2015-05-28 $18.800

They just did an issue to get cash for acquisitions.  They may do a deal with GE for their capital business.  You can certainly see it go higher from here.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Yes View
SHORT EMA-T Emera Inc Market Call (BNN TV) 2015-05-28 $41.410

Stock vs. Stock.  FTS-T vs. EMA-T.  He is short both.  Utilities are overvalued.  They are very levered.  EMA-T has more organic opportunity.  He would not be in either and is short both.  If you have to be long, get EMA-T.

Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK ENB-T Enbridge Market Call (BNN TV) 2015-05-28 $60.490

(Top Pick June 20/14, Down 21.60%) The earnings have come in just fine, perhaps just slightly disappointing.  They have initiated a tax arbitrage so they can stream more earnings to their shareholders by moving assets down.

Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK ET-T Evertz Technologies Ltd. Market Call (BNN TV) 2015-05-28 $16.000

(Top Pick June 20/14, Down 6.29%) 4% dividend.  They are leaders.  They follow election and Olympic cycles and we have seen none of these this year.  He would hold on to it.  He has added in fact.

Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
SHORT FTS-T Fortis Inc. Market Call (BNN TV) 2015-05-28 $38.110

Stock vs. Stock.  FTS-T vs. EMA-T.  He is short both.  Utilities are overvalued.  They are very levered.  EMA-T has more organic opportunity.  He would not be in either and is short both.  If you have to be long, get EMA-T.

Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
BUY GE-N General Electric Market Call (BNN TV) 2015-05-28 $27.630

Covers the world.  Management has refocused their efforts and got out of several lines.  They really cleaned up their act.  They are THE industrial play in the world.  They have good technology.

Patrick Horan NORTH AMERICAN OPTIMISTIC Unknown View
DON'T BUY GE-N General Electric Market Call Tonight (BNN TV) 2015-05-28 $27.630

He does not think it will go up a lot.  They are getting out of GE capital.  It is back to its roots as an industrial company.  He thinks you will get increasing dividends and share buybacks.  It is not a bad story, but he does not see it trading at huge multiples like it used to. 

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
HOLD GIB.A-T CGI Group (A) Market Call (BNN TV) 2015-05-28 $52.650

They are hoping on an acquisition.  They want to bring in margins and raise the margins of their acquirer.  He expects it to happen in the next 6 months.  You might have to wait for a catalyst.

Patrick Horan NORTH AMERICAN OPTIMISTIC Unknown View
HOLD HCG-T Home Capital Group Market Call (BNN TV) 2015-05-28 $42.200

It is okay to hold this stock.  It is a derivative of oil because of the momentum out of Western Canada.  He thinks we are at $50-60 this year and $60-70 next year.  At that rate Calgary will do ‘okay’.  Then there will always be a discount on this stock.  He was short at the beginning of this year, but is not any longer.

Patrick Horan NORTH AMERICAN OPTIMISTIC No View
DON'T BUY IGM-T IGM Financial Inc. Market Call Tonight (BNN TV) 2015-05-28 $42.250

You want to buy their stock and not their mutual funds.  The industry had really consolidated.  They had a lot of issues because a lot of funds are high priced.  We are moving into a world where they have to take less and less money.  They have some high MER products.  Own other parts of the power group.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
BUY ITP-T Intertape Polymer Group Market Call (BNN TV) 2015-05-28 $19.350

They had some issues and it is not a bad time to buy now.  He thinks US housing will go up. 

Patrick Horan NORTH AMERICAN OPTIMISTIC No View
SELL KRFT-Q Kraft Foods Group Market Call Tonight (BNN TV) 2015-05-28 $85.140

It is being bought by a Brazilian firm.  You could sell your shares now because he thinks no one else will come in and bid on them.  He thinks it will be a better company because of the acquisition. 

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
BUY LYG-N Lloyds TSB Group PLC Market Call Tonight (BNN TV) 2015-05-28 $5.410

The UK government is slowly getting out of this stock.  LYG-N have gone back to the original retail banking.  They are in a good position and the UK economy is coming along quite nicely.  You will see dividend increases and the stock will do better.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
TOP PICK MEQ-T Mainstreet Equity Corp Market Call Tonight (BNN TV) 2015-05-28 $38.250

It is a real estate corporation and does not pay a dividend.  It is trading at a 25% discount to its NAV.  People worry because it is in Alberta.  He thinks that business will be fine.  They have a great balance sheet and liquidity so they can make acquisitions.  It has fallen as people worry about Alberta.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Yes View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-05-28 $71.980

It is a good entry point.  His view is that the global growth, which Magna is exposed to, will continue.   Car sales will remain high.  He sold it a year ago as he prefers MRE-T.

Patrick Horan NORTH AMERICAN OPTIMISTIC No View
TOP PICK MRE-T Martinrea Market Call (BNN TV) 2015-05-28 $14.180

Lower PE compared to MG-T and they have margin expansion.  MRE-T has had very flat margins and he thinks they will now expand from 6 to 9% so you get faster earnings growth. 

Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
HOLD PLL-N Pall Corp. Market Call Tonight (BNN TV) 2015-05-28 $124.640

They make filtration systems.  It is a great business because the customer can’t go to anyone else once they start doing business.  Being acquired is a good fit.  It is a well run company.  It will work out in the long run.  If you want to get out to move on to something else, then you could do that.  He would take the stock you receive.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
PAST TOP PICK QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2015-05-28 $70.600

(Top Pick May 29/14, Down 9.98%) China is not as big a problem for them as people think.  They have a great road map, but had trouble executing.  They have a good dividend and can buy back shares.  It is a great story, but there are bumps along the way.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Yes View
BUY REI.UN-T RioCan Real Estate Investment Market Call Tonight (BNN TV) 2015-05-28 $28.240

A premier real estate company with 5% yield.  If rates go up it pulls back and is a buying opportunity.  Incredibly well run with great growth prospects and they are executing well in the US.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
TOP PICK SAP-T Saputo Inc. Market Call (BNN TV) 2015-05-28 $34.340

Short.  It is expensive.  This is ultimately a low growth market.  They are a good management team, but facing headwinds in Canada and the US.  It looks like it will roll back.  He has shorted for at least a year and will stick with the short.

Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
BUY SVC-T Sandvine Corp. Market Call (BNN TV) 2015-05-28 $4.450

They had a decent move and are not cheap.  He has not sold any shares yet.  It has worked out quite nicely in their portfolio.  He thinks it could go to a double.  There is a lot of liquidity that is trapped.  If money moves into growth stocks, then this one could really benefit.  He really needs to see the back of the bond yield to go up for that to happen.  It is at a record high right now.

Double Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
BUY T-T Telus Corp Market Call Tonight (BNN TV) 2015-05-28 $42.540

Great dividend yield.  They grew their wire line and wireless businesses.  They split some of the CAP X with BCE-T.  They have a great pricing strategy.  He likes the stock here.  They are more of a pure play.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2015-05-28 $55.370

The earnings look pretty good to him.  Canada was good to them.  Canadian banks are very cheap to him.  TD-T are growing their franchise by buying credit card businesses and by developing a brand in the US. 

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
BUY UNP-N Union Pacific Corp Market Call Tonight (BNN TV) 2015-05-28 $101.360

He owns and prefers CNR-T.  This is a great industry.  They are great for transporting as opposed to trucking.  There is a chance you can buy it a little cheaper.  They had soft volumes last quarter due mainly to oil.  UNP-N has outperformed CNR-T, not taking currency fluctuations into account.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
BUY on WEAKNESS V-N Visa Inc. Market Call Tonight (BNN TV) 2015-05-28 $69.560

A story that he regrets missing.  It is a toll booth essentially.  They take on no credit risk.  Apple-pay is done through Visa.  It is in great shape.  It is a very international company relative to MasterCard.  When you had a pullback you should have bought the stock.  There is a lot of growth and that is why people are happy to pay the higher multiple.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
HOLD VOD-Q Vodafone Group PLC Market Call Tonight (BNN TV) 2015-05-28 $39.180

It has done so well because there is talk that Liberty Global is thinking about talking about a merger.  6% yield on the ADR.  5% dividend on the UK shares.  He thinks the merger would make a lot of sense.

Paul Harris, CFA NORTH AMERICAN/GLOBAL SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2015-05-28 $300.480

It is about 7-8% of the TSX composite.  He doesn’t care if it is in the index.  They are a roll up story and these tend to end in tears.  He does not see the growth in the business, but the market does.  Momentum is a wonderful thing if you are on the right side of it.  This one will NEVER be held in the portfolio.  It is noise.

Patrick Horan NORTH AMERICAN OPTIMISTIC No View
TOP PICK XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-05-28 $5.810

Hasn`t done that well in the past.  There were large sellers like the CBC and they have not sold anything yet so that is an overhang.  It has a 7% dividend and decent growth.  Auto sales should stick in and benefit this company.  He thinks it has upside. 

$8-10 Patrick Horan NORTH AMERICAN OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-27 $0.020

Energy. Believes that OPEC has got the US shale into a position where they want them, and that is in a decline in production. They want to see the high cost oil production in the world decline. It is the summer driving season and he expects the big US inventory numbers to decline. On the production side, there is an oversupply. Believes the demand upticks, followed with production declines in some of the high cost basins are going to resolve that problem. Feels that the bottom is probably behind us. Doesn’t believe anybody believes in $80 oil, and maybe the right number is $60.

Bill Bonner CANADIAN ENERGY UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-27 $0.020

Natural gas. The US will consume about 75 BCF per day this year. They produce about 70 and get about 7 out of Canada and another 2 from elsewhere. The North American market is probably oversupplied by maybe 3 BCF a day. There are some LNG projects coming on that will completely consume that.

Bill Bonner CANADIAN ENERGY UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Markets.  As a whole there is a new reality of growth slowing.  We are looking at half the previous growth around the world.  Real returns, however, are going to be only slightly lower on portfolios.  You are better with 8% return and 2% inflation than 10% return and 6% inflation.  There are some defensive sectors that you can hide out in.  Emerging markets are growing twice as fast as developed economies. 

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Getting an Adviser.  Go to the web site for the Financial Planning Standards Counsel.  Young people may want to consider a Robo advisor.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Caller withdrew from TFSA then the limit was increased.  Can he contribute now?  CRA gets suspicious when you make a withdrawal and then a contribution in the same year.  CRA would prefer you wait until the new calendar year.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

RRSP vs. TFSA.  If you are going to be in the same tax bracket when you are working as when you retire, it makes no difference.  If you will be in a lower bracket after retirement then it makes sense to defer tax with the RRSP.  If you are a low income earner you probably want to use the TFSA.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

ETFs for long term investing.  Canada is 4% of the world market.  Don’t get over exposed to Canada.  VXC-T and XAW-T are two products with little or no exposure to Canada.  He might tilt towards emerging markets instead. 

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Is there growth in the near future?  There is nothing to make him think markets in the western world will drop any time soon.  Where is the money going to go?

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Yes View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

He would just as soon use a GIC instead of an income ETF because a GIC won’t drop if interest rates go up.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Broad Index REIT ETF.  XRE-T is the largest and best known in Canada.  ZRE-T is equal weight and might a better strategy.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Passive Index ETFs.  Have been around for a while and do a very good job of matching the markets.  VCE-T and VCN-T are examples and he prefers VCN-T.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Moving stocks into the TFSA.  If it is a losing stock, you have to wait 30 days before buying it back but there is no problem if it is a winning stock.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
COMMENT ALA-T Altagas Ltd Market Call (BNN TV) 2015-05-27 $39.870

Loves this one. Did a deal with Painted Pony (PPY-T) that was brilliant. It gives them leverage to the LNG story on both sides of the border. They are in the power plant extraction and the processing business, all the right ones. They don’t care about the actual commodity itself. They are the conduit from the wellhead to the market. Very secure dividend of 4.82%.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
SPECULATIVE BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2015-05-27 $2.150

The deal they did with the Chinese group has now been concluded and the cash is in the bank. They have access to $1 billion of funding. The question now is what do they do next. Thinks it is a pretty good speculative buy currently.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
COMMENT BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2015-05-27 $3.510

A gas plant needed to get constructed at their Alder Flats area. This is a bottleneck issue that appears to be close to being resolved. That will probably be a good signal to the market. They have been busy with a variety of joint ventures, and he thinks the joint venture funding is a unique source off balance sheets, none dilutive to the shareholder base, and is a good thing. If they can convince the market that the balance sheet risk is going away, it will probably get a response.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
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