stockchase picture

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

Table View - Opinions in Detail

Print Export
Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-27 $0.020

Economy. The US is definitely on a recovery path. However, their currency is getting a little high which is probably hurting earnings of some of the big international companies. He expects small and some medium-size companies with a US focus to do well. There is also obviously going to be a rising interest cost there, so there will be some challenges in funding those businesses. Europe. This is a tale of 2 parts. The Germanic north and the UK are really doing quite well and recovering nicely. Spain is also doing quite nicely. However, the south is still mired in some challenges. Thinks the Quantitative Easing is going to work for them. In Asia, China is slowing, but it still presents opportunities. Southern Asia is where he sees some really decent opportunities. For the 1st time in a long time, he is starting to think about Latin America. It has definitely been in a decline for 4.5-5 years. Next year would be the 6th year and there is starting to be some restructuring going on.

Darren Sissons GLOBAL LARGE UNKNOWN _N/A View
BUY ABB-N ABB Ltd. Market Call (BNN TV) 2015-03-27 $21.310

He likes this and effectively treats it as a perpetual bond. It generally has more cash than debt, does tuck in acquisitions, opportunistically prunes its portfolio and grows its dividend. It reports in US dollars, but is headquartered in Switzerland. Has raised its dividend quite nicely since 2006. Below $20 it is a Buy, and then when it gets up around the $20-$25 mark, it might pare back.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT ALU-N Alcatel-Lucent Market Call (BNN TV) 2015-03-27 $3.700

Fibre buildout is going to be very positive for anyone in the telecom ecosystem. There should be some upside here, but it has been a bit of a dog.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2015-03-27 $11.920

He thinks you have missed the boat on this. It was a stellar story from 2000 up to about 2008. After that, it has been all downhill. It has the best email system, but the market is fixated on the lowest app, and as a consequence, the ecosystem that supports that, continues to get smaller. It is now a corporate product, not a retail product.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
PAST TOP PICK BBT-N BB&T Corp. Market Call (BNN TV) 2015-03-27 $38.490

(A Top Pick March 6/14. Up 2.29%.) The big story for the banks is going to be when interest rates rise. The markets have been disappointed that interest rates have not risen. With the issues around oil, there is a view that interest rate hikes will be pushed out a little further. Eventually there will be higher interest rates and all the banks will rise higher on that.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT BTI-A British American Tobacco Market Call (BNN TV) 2015-03-27 $106.060

He likes sin stocks and particularly likes tobacco. They give you dividend increases of substantial order. He particularly likes this which is effectively a Commonwealth story with the emerging markets. You don’t have much exposure with the US, and as a result, the risk of litigation is much lower. Good story and the dividend is attractive and grows slowly over time. Buy this on the dips, and you will be pretty happy.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
PAST TOP PICK CARL-OMX CARLSBERG -B- Market Call (BNN TV) 2015-03-27 $0.000

(A Top Pick March 6/14. Down 17.7%.) (BNN shows symbol as CABGY-PK, but our records show CARL-OMX since 2011, so we will leave it as is. Bill) The markets treated this as an oil story, because 30% of revenues come out of Russia. This was giving him both a currency and a commodity risk, so he sold his holdings. Thinks that longer-term they are going to rebalance their portfolio and the stock will run again. Cheap, so if you have the appetite and it drops in the summer, you might want to pick some up.

Darren Sissons GLOBAL LARGE UNKNOWN No View
BUY HSBC-N HSBC Holdings P L C Market Call (BNN TV) 2015-03-27 $43.120

The government assets of Lloyds Bank are going to be sold down in 2016, and that is going to be the start of the cycle, and is what happened in the US. Rate rises are going to have to start first in the US, and then they will translate into rate rises in the UK. 20% of their earnings come out of Hong Kong in Hong Kong is pegged to the US$. The big catalyst will be increasing interest rates over time. This is a 3-5 year story. If the stock moves downwards, you are going to get a decent dividend here, so he would be a buyer at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
BUY on WEAKNESS IBM-N IBM Market Call (BNN TV) 2015-03-27 $160.400

Starting to think this is looking a little attractive but would like to see it a little lower. Have a very, very strong balance sheet with a global suite of operations. They generally improve their dividend and do share buybacks. If you hold for a long period of time, you will make some money. It was very lofty at $192, but is now a little more reasonable. There is going to be some restructuring going on, so you are going to have to work through that. $130 is a Buy.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
TOP PICK KEP-SP Keppel Corp Ltd. Market Call (BNN TV) 2015-03-27 $0.000

(BNN shows the symbol as KPELF-PK, but my search through Globe & Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.) A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT KNIN-VX Kuehne + Nagel Intl. Market Call (BNN TV) 2015-03-27 $0.000

The largest freight forwarder in the world, and is based in Switzerland. This trades in the Pink Sheets, so it effectively is an unofficial ADR. It runs at about Fr.140 a share, so is pretty expensive in US currency. If you don’t mind paying up, you are going to get about a 4% dividend.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT KRFT-Q Kraft Foods Group Market Call (BNN TV) 2015-03-27 $89.100

He owns a small position himself and he doesn’t really want this to be taken out, but there are not enough details in terms of where that this will be publicly listed and how it is going to unfold. He is watching it, but there is no shame in taking some of your profit. For him, he is waiting for the next 2 weeks to see how this unfolds, in order to make a decision.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
HOLD LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2015-03-27 $4.740

The UK government is going to sell their stake in this bank and is scheduled for 2016. When this happened in the US with Citibank (C-N) that was the start of everything when it had a big run. That will allow the bank to start issuing a dividend. At about the same time, there is the possibility of an interest rate rise. There are some very interesting catalysts. If you take a 3-5 year view, he thinks you are going to make some money.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
HOLD MDLZ-Q Mondelez International Market Call (BNN TV) 2015-03-27 $35.550

The question is, will this company deliver accelerated growth as expected. The jury is still out. He thinks you are paying quite a high price for what you are getting. Wouldn’t be a buyer at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
DON'T BUY NBG-N National Bank of Greece SA Market Call (BNN TV) 2015-03-27 $1.270

The issue around Greece is that it effectively is a ton of political risks. As the political risks start to recede, then you are going to have the ability to assess the bank in its own right. There is so much political risk that he wouldn’t look at this bank.

Darren Sissons GLOBAL LARGE UNKNOWN No View
PARTIAL SELL POT-NZ Port of Tauranga Market Call (BNN TV) 2015-03-27 $0.000

This has been a phenomenal story. They are doing a regional consolidation of ports in New Zealand, so you are probably looking at a five-year story. This is a good example of what happens when you have international diversification. This company needs capital to grow and has reached the point where they are going to have to start looking outside of the New Zealand market. However, at these levels, he would probably take money off the table.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT SAP-T Saputo Inc. Market Call (BNN TV) 2015-03-27 $34.870

This has definitely grown nicely over time. Made an acquisition in Australia last year. He worries about things like the transpacific partnership actually moving forward and Canada de-regulating the dairy industry, where the profitability of this company would drop dramatically. Production in other parts of the world is substantially cheaper. If you can get it at lower levels this is very interesting.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-03-27 $39.840

This whole group has traded down. This is a cyclical. At these levels, and if you have the appetite for some political risks, it is very attractive at these levels. He likes this company moving forward.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2015-03-27 $36.630

He doesn’t believe oil prices are at a level where they are meeting the cash costs of production, so he expects oil prices to move higher over time. The favoured way to play this sort of trade in a longer term recovery would be to go to the global large caps. This one is Canada’s super major, and at these levels it is an interesting Buy. If you use a 2-3 year time span, you are locking in a very attractive dividend at these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
PAST TOP PICK TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2015-03-27 $17.470

(A Top Pick March 6/14. Down 27.01%.) Sold his position. It is a good company and there will be a time to add it back. Selling it here was a good way to use capital elsewhere.

Darren Sissons GLOBAL LARGE UNKNOWN No View
HOLD TEF-N Telefonica S.A. Market Call (BNN TV) 2015-03-27 $14.590

They are getting quite serious about restructuring the business. In Europe, when there are regulatory changes and they embrace higher phone charges, it will mean that incumbent telephone operators will be able to dole out fibre, which will be very profitable for their businesses. Because of this, all European telecoms are running. When the dividend is re-introduced and the growth coming on, it will be a longer-term story. There are some interesting stories here, but you have to be a little bit careful in terms of the governance. He is sitting on the fence, but thinks there is a lot of upside from these levels.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
TOP PICK UN-N Unilever NV Market Call (BNN TV) 2015-03-27 $42.490

Has the largest emerging market exposure of consumer staples. The market doesn’t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend gross periodically. Balance sheet is fine. Yield of 3.12%.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
COMMENT UTX-N United Technologies Market Call (BNN TV) 2015-03-27 $116.900

This is a behemoth. They are in elevators, helicopters, etc., etc. If you have the ability to buy and hold through a cycle, you should do okay with this. It is a high class industrial cyclical. If you want to make money in industrial cyclicals, you have to buy them when they are cheap. At this point in the cycle we are starting to see some currency impact from global operations, and this will hurt this company. If you Buy and Hold on a 10 year basis, you should be okay. If you have a shorter term view, this may be the time to take some money off the table. Thinks it is a very lofty here. A better way would be to play the pure play.

Darren Sissons GLOBAL LARGE UNKNOWN Unknown View
TOP PICK VOD-Q Vodafone Group PLC Market Call (BNN TV) 2015-03-27 $33.460

The European market has changed in terms of the outlook for growth for telecom companies. This company goes around the world buying small operations, grows and then sells them off. Good management. Yield of 3.12%.

Darren Sissons GLOBAL LARGE UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-26 $0.020

Markets.  The market looks expensive.  Western Canada had been the driver in Canada.  The manufacturing base in Ontario is not robust enough to make up for it.  Things that are low risk in earnings are just too expensive and the cheap ones are tied to Western Canada.  In the last couple of years we had weak Q1s and then it got better throughout the year – maybe this year.  He looks at anything that pays a dividend.  Some are more bond-like.  Others pay little but have much more ability to grow the dividend over time.

Jeff Young CANADIAN DIVIDEND CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-26 $0.020

Food Stocks.  He does not have any exposure.  It is overvalued relative to its growth prospects.  It is a very competitive environment.  Maple Leaf (MFI-T) looks the most interesting, however.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-26 $0.020

Banks.  If you have a sell target you might want to stick with it.  They are generous in their dividends.  There is potential upsides if they look at splits.  When the banks are looking at deals like the Ivory Coast like National is, it often means they are going to start getting into trouble.  When they look at having higher returns it is also an indicator of difficulties.  They don’t interest him.  Prefers American Banks.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-26 $0.020

How to Pick AGMs to attend.  He goes to ones he is interested in so he can evaluate management.  He usually goes to ones that are not doing well and then he keeps going if he buys.  An excellent art of due diligence.  There is also free food sometimes.  He also talks to CEOs before or after AGMs.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-26 $0.020

Markets.  Low oil prices eventually bleed through into economies and it is a huge plus.  The economy will do that much better than it would otherwise.  He has been looking at a lot of oil and gas but he has not played it well so far.  Oil and gas is about as out of favour as you can get and that makes it contrarian investing. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN _N/A View
DON'T BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2015-03-26 $124.240

He thought APPL would get creamed at some point but overall it has continued to go up.  Tech companies do get beaten down at some point.  You have to keep coming back with sexy products.  He thinks it is crazy that they took on more debt when they had so much money in the kitty.  Tech companies do get beaten up at some point.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
WATCH ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-03-26 $33.170

It’s a good business model.  The numbers looked good but the outlook was bleak in the last report.  Some of the issue is weather-related (East Coast).  They need to do more acquisitions and they need to be outside of Alberta.  They may use this opportunity to buy some dealerships that were not going to sell previously.  He will add to it eventually.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
PAST TOP PICK AJX-T AgJunction Inc Market Call Tonight (BNN TV) 2015-03-26 $0.780

(Top Pick Apr 4/14, Down 17.02%) They are looking at a merger with a company of equal size.  They will double in size and loose a little bit of money.  They say this will help them with more excellent technology in the agricultural technology space.  They are moving from about 72 Million to 120 Million shares so that is quite a bit of dilution and will affect his target price.  They have a clean balance sheet and money in the bank.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
SELL ARF-T Armtec Infrastructure Market Call Tonight (BNN TV) 2015-03-26 $0.025

It is unlikely they will continue.  They are in dire, dire straits and are shopping the company around.  Thinks they will be delisted and shareholders will get nothing.  They had too much debt and got hit by the recession.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
TOP PICK ASR-T Alacer Gold Corp Market Call Tonight (BNN TV) 2015-03-26 $2.680

Lots of money and no debt and they are expanding their copper deposit.  Companies have been looking at them and they could get possibly taken over at some point.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
SELL AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-03-26 $28.100

Does not know about the spin-off.  They are being looked at by regulators, questions about insider trading and at some point there could be some nasty articles about the corporation and what they have done.  When you deal with the gaming sector, there are some people that can be less savory than others. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
WATCH BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-03-26 $66.490

Likes it for the longer term.  Might be susceptible to a market pullback.  They are looking at more investment in Brazil and Europe.  Don’t rush in at this point.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-03-26 $2.510

A tough call.  It is about the ‘C’ series catalyst.  They are 80% of the way through the testing.  If they finish by end of year they can get a few more orders.  It is a cheap stock but very much a show-me story.  The Paris air show is coming up and they might get some orders out of that also.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
WATCH BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-03-26 $2.510

They had difficulties 10 years ago.  Then recently they took on extra debt and the ‘C’ series was delayed.  He had been pessimistic all this time and felt they would do an equity raise.  In this case he was right.  They took on more debt and the balance sheet is ugly.  He recommends waiting for more risk to come off even though the upside will remain the same.  They are, however, a leader in the field.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
WAIT BCE-T BCE Inc. Market Call (BNN TV) 2015-03-26 $53.340

Recently sold it because he thought it was overly expensive.  A good, safe yield.  There are some CRTC issues but he does not think they are meaningful to the stock price.  $50ish is a good re-entry point.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
TOP PICK BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-03-26 $20.020

(Top Pick May 22/14, Down 54.04%) He probably should have sold and come back later.  It has good assets and a good cost base and they are a good company.  When oil prices start to recover they will be a prime beneficiary of that.  It is a high quality company and just needs some support from oil prices.  He is not suggesting people back the truck up but just put a toe in.  6% yield.  The Saudis can’t produce oil for the entire world and no one but they can make money at these levels.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
TOP PICK CET-T Cathedral Energy Services Market Call Tonight (BNN TV) 2015-03-26 $2.010

They cut their dividend in half.  They cut their capital spending in half.  They cut half their labour cost.  They have a reasonably good balance sheet.  It is a good time to buy in now.  They are smartly managed and a number of companies in this sector will go bankrupt or chapter 11 so this will eliminate competition.

$10+ Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
DON'T BUY CPB-N Campbell Soup Company Market Call (BNN TV) 2015-03-26 $45.040

Kraft/Heinz deal:  It put all of these companies into play in people’s minds.  But he does not see a lot of value in these names.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
DON'T BUY CPD-T iShares S&P/TSX Preferred ETF Market Call (BNN TV) 2015-03-26 $15.370

Not a huge fan of index, passive investing.  This especially does not make sense in the preferred share market.  You need active management to do it properly.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
PAST TOP PICK CSE-T Capstone Infrastructure Market Call Tonight (BNN TV) 2015-03-26 $3.670

(Top Pick Apr 4/14, Down 2.18%) The regulator came in and said they would lower prices in England.  But they said the dividend will keep going.  Lots of cash in the bank.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
BUY D.UN-T Dream Office REIT Market Call (BNN TV) 2015-03-26 $26.260

Not the most highly regarded trust out there.  Decent exposure to Calgary office space.  But everyone knows about these concerns.  It has an 8% yield.  The dividend is safe.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
DON'T BUY DGC-T Detour Gold Market Call Tonight (BNN TV) 2015-03-26 $11.080

Does not follow any more.  He has never been close to buying it.  He owns 4 other gold companies.  He likes the gold sector but never came close to buying into this one.  Most companies in the sector have poor balance sheets. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
WEAK BUY DOL-T Dollarama Inc. Market Call (BNN TV) 2015-03-26 $69.050

It just won’t quit.  They increased their view of how much they can expand in terms of stores.  It is defensive.  He can’t get over the valuation but clearly it has been going up and still will.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2015-03-26 $14.070

Gas is the primary driver of this one.  There continues to be lots of gas.  Even if production pulls back it is easy to put it back on.  He can’t see the price of gas going up dramatically.  They had lots of balance sheet issues, but addressed those with an equity raise.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
BUY ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2015-03-26 $15.550

They just raised the dividend 15%, the biggest in their history.  They might increase the dividend again at the end of next year.  He has tremendous confidence in the management.  They have had less customers falling off them recently.  Companies they bought turned out very well. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
PAST TOP PICK FLEX-Q Flextronic International Market Call Tonight (BNN TV) 2015-03-26 $12.340

(Top Pick Apr 4/14, Up 33.26%) Still likes it a lot.  Recent results were good.  Revenue and income are going up.  They are buying back a ton of shares.  Great comeback from the recession when they were losing money.  They could get taken over.

$18+ Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
WEAK BUY FRU-T Freehold Royalties Market Call (BNN TV) 2015-03-26 $18.270

Oil and gas royalty company.  The attraction is the lower operating risk, but you are still exposed to the commodity price.  It is a call on oil prices.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
TOP PICK FUNC-Q First United Market Call Tonight (BNN TV) 2015-03-26 $8.570

Good financial ratios and capitalization ratios.  If they start repaying a dividend he can see a cent or two a quarter and then moving up from there.  Thinks they will start the dividend this year.  A nicely managed company.

$20+ Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
WAIT HNL-T Horizon North Logistics Market Call Tonight (BNN TV) 2015-03-26 $2.470

He has heard a lot of pessimism.  They got hit but the cutbacks in the north because they supply camps for oil and gas companies and that will hit their bottom line.  A great company for him to follow.  It is a direct oil and gas play.  It is worth looking at but the question is when to buy in.  Perhaps the end of the year with tax loss selling.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
PAST TOP PICK IGM-T IGM Financial Inc. Market Call (BNN TV) 2015-03-26 $45.800

(Top Pick May 22/14, Down 9.17%) It was about turning around redemptions.  Earnings have gone up but there was compression of their multiple because of pressure on their fees.  His price target is down a little from last year.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
DON'T BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-03-26 $64.960

They had a 2 for 1 split today.  It should not have a big impact on the price.  It is tied into the US economy.  It is cheap on a PE ratio but it is at the high end of its range.  It is a popular stock and could be susceptible if we get more of a market correction. 

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
SPECULATIVE BUY NBG-N National Bank of Greece SA Market Call Tonight (BNN TV) 2015-03-26 $1.310

He sold and lost money on this one.  There is talk of Greece running out of money.  The stock has been diluted tremendously.  This is a dangerous, dangerous company.  It is hard for them to go under and there may be a lot of upside.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
WATCH NOT-X Noront Resources Ltd. Market Call Tonight (BNN TV) 2015-03-26 $0.610

The ring of fire will be years in the making.  Certainly they do have a lot of potential.  When you can buy a potential future asset that could be worth mega millions for $20 million, well that’s what Benj likes to do.  They won’t have earnings right away and people will jump at it.  He doesn’t not buy into companies without revenues.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
BUY ORAN-N Orange SA Market Call Tonight (BNN TV) 2015-03-26 $16.220

Pays a nice enough dividend.  He will sell at $27+.  He needs 100%+ upside for him but his partner bought it.  He is not impressed enough with the upside.  The revenues have been coming down but they say they will go up again.  They have cut costs and are leaders in the market.  He is happy to collect the dividend.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-03-26 $40.920

The tax changes were not that meaningful for them.  It will not hurt the dividend.  He is out of the name because of lack of demand and more supply coming on.  Prefers AGU-T but is not in that right now either.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
TOP PICK PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2015-03-26 $40.390

It has come down quite a bit, but he likes the assets.  They touch more than half the oil moving around Alberta.  They have assets where he expects development to continue.  They have a decent dividend and decent growth prospects.  If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
Showing 1 to 60 of 138,426 entries
First Previous 1 2 3 4 5 Next Last