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

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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) 2015-01-23 $0.020

Interest rate drop. How does this look with the new issues of banking preferreds, high-yield, corporate debt, etc. You are looking at much, much lower yields, but he thinks there is a limit there, but doesn’t know what it is.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

Bonds. Canadian bonds went up something like 9% last year, but that was a rebound from a weak 2013. We actually had a negative return on the Canadian bond index in 2013, and people in the bond market had thought this was the end of the low interest rates that we saw in 2013. In 2014, we realized that tapering wasn’t a bad thing that everybody thought it was, so we had a really hard rally down again when interest rates dropped. 8.8% total return, on the Canadian bond index last year. He is overweight on the corporate bond markets, where spreads haven’t compressed yet.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

What do “D+18” and “FF” mean in corporate bonds? FF is a “Fixed Floater”, which means the bond is fixed for a certain period of time, and after that time it begins to float. In Canada it is a rare for it to go past the fixed point. The D+18 means the company has the right to Call that bond at the Deposit Rate +18 basis points. This is usually quite a bit tighter than where the market usually trades the bond.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

$5000 in an RESP to run for 13 years. Suggestions? He would suggest looking at either a fund or an ETF. You could also look at individual preferred shares.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-23 $0.020

Energy. The drop in oil prices is one of the catalysts to be looking out for going forward. This and the US$ are interrelated on the rise of the dollar. The key concern going forward which will bring more volatility to the North American market, is the level of debt on the fracing industry. A lot of this debt is not going to be able to be paid if oil prices stay here; you need oil prices above $85. He is currently under weighing the oils completely, but is looking forward to getting in. Thinks it is a great opportunity for Canada in the next couple of months. As the fracing industry gets destroyed because of debt, that production is going to have to be replaced, and Canada is that good supplier of that energy. This could be a pretty big hit to the economy.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-23 $0.020

Gold. Last year, this was the world’s 2nd best performing currency. If you look at gold as money, it is finally catching up to the US$. Looking at the period between 1978 and 1980, when gold had a massive run from $200-$100, it started moving in tandem with the dollar, and eventually caught up and beat it. If you have a race to the bottom, gold is finally catching up.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-23 $0.020

Zinc? He thinks it is too early to step in. He would wait to see when the dollar tops, and then start to pick away at some of the miners.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN No View
COMMENT AEM-T Agnico-Eagle Mines Market Call Tonight (BNN TV) 2015-01-23 $40.380

The core of his precious metals holdings. One of the few companies that has actually been making money through this period. What they have been doing is buying up the competition. Has a great financial leverage.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
TOP PICK ALA.PR.G-T Altagas Ltd Market Call (BNN TV) 2015-01-23 $25.500

Preferred series G 4.75%. (ALA.PR.G-T). Energy pipeline. This is trading a little bit above par. It resets in 2019 and is 306 basis points, so you have the spread protection.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2015-01-23 $10.160

(A Top Pick Jan 24/14. Up 48.74%.) He likes the power and he likes the utilities. He’ll be continuing to add to his holdings when he brings some cash back in.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2015-01-23 $15.540

The only concern is that a lot of the real estate is in Calgary, but they do have some pretty good leases in Calgary. The real question is how long we are going to be in the doldrums on oil prices. Has not added to his position, but has reduced when oil prices started coming down. Still too early to tell, but will be adding to this at some point.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2015-01-23 $53.480

Likes that this a global play. Just added some telco assets in Europe. Likes the way the company is run. They are very good at acquiring assets. If you are looking to diversify out of pipelines and utilities and into infrastructure, this is a good one.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT BMO.PR.M-T Bank of Montreal (Preferred M) Market Call (BNN TV) 2015-01-23 $25.670

Preferred M’s? This is a reset, which went to reset in 2013. Started at a higher rate and then reset to a fixed rate at 3.39%. In this environment, it won’t reset again until 2018. The bad news on this is that he doesn’t think the bank would let it go to the next reset because of capital issues. This might be worth getting out of and then switching over to something else, perhaps insurance companies.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Unknown View
PAST TOP PICK BMO.PR.T-T Bank Of Montreal (Preferred) Market Call (BNN TV) 2015-01-23 $25.470

(A Top Pick Sept 8/14. Down 0.77%.) BMO Floating Rate Preferred Share Series 17. Shouldn’t be volatile except when the bank of Canada rate drops. It was up on the year, but as soon as the interest rate cut came in, it dropped. This was a defensive strategy for people who thought rates were going to go up. It is still a pretty good substitute for a Money Market type of return, plus you get the dividend tax credit.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
TOP PICK CCS.PR.C-T Co-operators General Insurance Co Market Call (BNN TV) 2015-01-23 $25.000

Preferred series C 5%. (CCS.PR.C-T). This can be redeemed in 2016 at $25. Currently trading at $24.31, below its par value. It gives you yield of 7.36%.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
TOP PICK CEF.A-T Central Fund of Canada Ltd (A) Market Call Tonight (BNN TV) 2015-01-23 $16.620

This is just bullion, gold and silver stored. A good play just on the commodity itself. 50% gold and 50% silver.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-01-23 $30.460

One that has consistently grown and consistently paid a dividend. He is not too concerned about the dividend. They have a good balance sheet. He would wait to buy this, but would definitely not sell it. His company has this in a Sector Outperform with a $47 target.

$47 Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT CWT.UN-T Calloway REIT Market Call Tonight (BNN TV) 2015-01-23 $31.880

His company has this with a $29 target. Thinks the cash flow is solid. This is diversified through Canada, so you are not specific to any single place.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN No View
TOP PICK D.UN-T Dream Office REIT Market Call Tonight (BNN TV) 2015-01-23 $27.280

A good conservative company. Well-managed and a good dividend. Solid.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT ELD-T Eldorado Gold Market Call Tonight (BNN TV) 2015-01-23 $7.040

This is in the development stage and has a lower cost of production. His company just reduced their target to $9.50 US.

$9.50 US Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN No View
TOP PICK EMA.PR.E-T Emera Inc. Market Call (BNN TV) 2015-01-23 $24.000

Preferred series E 4.5%. (EMA.PR.E-T). A perpetual, paying about $1.25 annually. Has current yield of about 4.8%. Currently trading at $23.45 giving you over a 5.5% yield if they take you out in 2023.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
PAST TOP PICK ENB.PF.C-T Enbridge Inc Market Call (BNN TV) 2015-01-23 $23.900

(A Top Pick Sept 8/14. Down 1.87%.) Enbridge Inc. 4.40% Series 11.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
COMMENT ENB.PR.Y-T Enbridge Inc Market Call (BNN TV) 2015-01-23 $22.020

This company is a very large part of the preferred share market in Canada, roughly about 10% of the market. Enbridge Inc has done a “drop down” procedure that a lot of energy companies are doing right now. They took about $17 billion in assets and dropped them down to their subsidiary income fund. This caught investors and credit rating agencies by surprise. The assets don’t go away. Right now there seems to be a little bit of risk as to whether they will continue this procedure, but he thinks they are fine and the company is going to recover.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
HOLD ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2015-01-23 $42.990

Really likes management and feels safe with the dividend payment. Within the solid blue-chip payers, this is one of those that you should Hold and use other sectors to add if you get any kind of a pullback.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
PARTIAL SELL FNV-T Franco-Nevada Corp. Market Call Tonight (BNN TV) 2015-01-23 $67.910

This is a “streamer”, which is why it has outperformed the gold stocks. A good solid company. He would rotate some money out of this and put it in the producers, because when we get the cycle of gold prices moving higher, you are going to get a greater leverage out of producers.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-01-23 $40.780

One of those solid utilities where there isn’t much to worry about. This is a steady grower. He would add this to a conservative portfolio, but because the dividend is lower he prefers something with a higher dividend. His company has this as a Sector Outperform with a $40 target.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN No View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2015-01-23 $29.720

Gold stocks have been outperforming since September. The current pullback is because we have hit $1300, which is a very important technical point. Cost of production is coming down for this company and all the producers. This had a 50% increase in production output and a 6% decline in cost of production. Going forward, this is going to be very good for the bottom line. His company’s target is $29 US.

$29 US Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
PAST TOP PICK GWO.PR.S-T Great-West Lifeco Market Call (BNN TV) 2015-01-23 $26.060

(A Top Pick Sept 8/14. Up 4.73%.) Great West Lifeco 5.25% Series S.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
COMMENT KEY-T Keyera Corp Market Call Tonight (BNN TV) 2015-01-23 $78.750

Veresen (VSN-T) or Keyera (KEY-T)? Veresen has a higher dividend yield, while this has better execution. To him it is all about adding production. They are building an LNG plant south of BC. While a lot of projects have been cancelled, they are going ahead with theirs.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Unknown View
HOLD PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2015-01-23 $3.380

This is one of those companies that is managing through the storm. He feels good about the dividend right now. His company has it is a Sector Outperform with a target of $6.

$6 Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
HOLD PRE-T Pacific Rubiales Energy Corp. Market Call Tonight (BNN TV) 2015-01-23 $3.770

Would recommend you sell this, because the biggest risk is that their licenses in Columbia are coming due and they will lose a lot of their properties. If you want to hold oil, switch to another company.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Unknown View
SELL PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2015-01-23 $1.900

Because of debt, he would not be holding this. The biggest risks are crude oil and natural gas prices and a drilling success. He prefers the companies with the least amount of debt and with a low cost of production.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN No View
TOP PICK RSS-CN RESASS Services Market Call Tonight (BNN TV) 2015-01-23 $3.430

This is going to be the high-tech story in Canada. They developed a platform for real estate agents and have over 300,000 users now. The only problem with it was that it was not trading in the US, but it has now started trading there. Now a global operation. It’s illiquid.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
HOLD S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2015-01-23 $2.150

His company has it with a sector outperform, but with a high level of risk. Target of $4 in 12 months. He hasn’t had any base metals for a while. Nickel prices are going to be in check because of the rise of the US$.

$4 in 12 months Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN No View
PAST TOP PICK SSO-T Silver Standard Resources Inc. Market Call Tonight (BNN TV) 2015-01-23 $7.970

(A Top Pick Jan 24/14. Down 11.04%.) He really likes this story. 80% of silver production comes from a by-product from copper mines and from mines that are really shutting down. Pure silver plays are rare. Located in Argentina which is probably why the price has been hurt a little more, but it hasn’t hurt them in continuing to get money for further development in their Mexican and Peruvian mines.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT TA-T Transalta Corp Market Call Tonight (BNN TV) 2015-01-23 $11.020

His company has this, is a Sector Outperform with medium risk and a $14 target. The issue is that they own the Transalta renewables, and there is a little bit of unknown as to how the transition between the 2 companies, as it passed through some of the earnings. He feels good with the dividend and holds it for the yield. Would be looking to add at some point.

$14 Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
COMMENT VSN-T Veresen Inc Market Call Tonight (BNN TV) 2015-01-23 $17.100

Veresen (VSN-T) or Keyera (KEY-T)? He likes this one because it has a higher dividend yield while Keyera has a lower dividend, but better execution.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Unknown View
PAST TOP PICK WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-01-23 $11.400

(A Top Pick Jan 24/14. Up 0.55%.) Has cut back on this one, but still holds some. He is waiting to add to this one later. Yield of 6.6%.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Yes View
SELL YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2015-01-23 $5.100

Every time he looks at this one, he ends up with Agnico Eagle (AEM-T), so if you are looking to add to your holdings, he would add it to Agnico before he would look at this.

Jaime Carrasco RESOURCE, UTILITY & REITs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-22 $0.020

Markets.  Markets are always fooling us.  This one is different in that we have the background of the significant fall in oil prices and with virtually no inflation.  There are a whole lot of different problems going on out there.  The world has changed in the last few years.  He is keeping his powder dry right now.  Europe is finally doing their QE and that should be positive.  He is looking at companies that trade into Europe.  Exports should be cheaper after the point and half drop in the Euro.  He thinks we have seen the bottom in oil.  The oil supply side is adjusting in Canada.  He thinks there will be an upper kick in terms of demand in the future.  At the moment you can buy oil and store it for 6 months and make money.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-22 $0.020

Economy. The European Central Bank finally pulled the trigger on quantitative easing. If they had not done this, it would have affected the markets quite negatively. The markets went up on the news and was a little more than what he had expected. This will help the ECB from slipping back into a recession later this year. If they hadn’t done anything that could have caused a ripple effect, it could have landed on this side of the ocean.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-22 $0.020

Markets. We have gone from a complacent and dormant situation with volatility, back to a more normalized type of market. Last year the VIX Index was about a 14 on average. The 10 year average is closer to 20, and we have seen that level a couple of times already this year, and it has moved beyond that. Thinks volatility will definitely normalize. It will be a little greater this year as we deal with higher interest rates potentially down the road with the feds and with geopolitical pressures, as well as what is going to happen overseas with Europe and China.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-22 $0.020

Energy. His energy exposure today is about 3%-4%, the same as it was 6 months ago. He would look to take advantage of the lower prices at some point. Doesn’t see any major catalyst for energy prices or energy costs to rebound in the very near term, but feels that in the back half of the year, as supply conditions tighten a little bit, that is where you might see a catalyst for oil and oil stocks to start rebounding a little. Energy is the wildcard for Canada in the back half of the year.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
HOLD AGU-T Agrium Market Call (BNN TV) 2015-01-22 $132.860

Has been moving quite smartly recently.  The bump up is that they are buying shares and raised their objective in terms of distributions to shareholders.  The stock is moving on positive news.  He is concerned about the market for fertilizer, which depends on natural gas.  Nat Gas prices have gone down unexpectedly so this means lower production costs.  So as a result he has been quite bullish on the stock.  You might want to let it come back and test recent lows.  Maybe they would split and that would be positive as well.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2015-01-22 $42.320

He feels the dividend is quite safe.  It is more of a utility.  It is focused pretty well just in Alberta and if you think they are going into a period of lower growth than it may not be positive.  ALA-T is a well run company. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2015-01-22 $13.060

They still have negative earnings, so it can’t be in his portfolio with negative earnings. He doesn’t see this turning in their favour. This is not a stock that he would own at this point.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-01-22 $58.650

This has done extremely well. You are getting a great dividend at 4.2%, which is expected to grow probably by 5% a year. Valuations are somewhat stretched in the telco space in general. However, in Canada we are looking at yields that are falling in terms of government yields and interest rates, which only makes names like this much more attractive.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
TOP PICK BLK-N Blackrock Inc. Market Call Tonight (BNN TV) 2015-01-22 $360.790

Money manager, managing $4.6 trillion, $1 million which is in ETF’s. Holds a very enviable position in that fast-growing passive investing space, through the iShares franchise. Also, very strong in the fixed income business, which will attract assets given the aging demographics. 17X forward PE. Long-term growth is probably 10%-12%. Yield of 2.42% with probably a 10% growth rate.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT CEW-T iShares Equal Weight Bank & Lifeco ETF Market Call Tonight (BNN TV) 2015-01-22 $9.770

Thinks Canada may get on the path of lowering short-term interest rates and you’ll see the long-term rates come down based on the sluggish expectations of the Canadian economy. This ETF is basically a basket of Canadian banks and insurance companies. You are paying about 60 basis points for this one. It gives you a pretty broad base. Long-term he thinks you will do well.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
DON'T BUY CF-T Canaccord Financial Inc Market Call (BNN TV) 2015-01-22 $6.320

Largest free broker left in Canada.  Times are not good for independent brokers because of problems in the oil sector where it is hard to do new issues.  The yield is okay.  You are better in a bank or insurance company, however.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK CGX-T Cineplex Inc Market Call (BNN TV) 2015-01-22 $44.930

(Top Pick Jan 22/14, Up 10.53%) It is reasonably priced right now. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2015-01-22 $93.000

They have all been hit.  Perhaps it was margin calls.  He has solid positions in the bank stocks.  They are all in reasonable buying ranges.  They aren’t focused particularly in Alberta.  Don’t worry about it.  Dividends are safe.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY COS-T Canadian Oil Sands Market Call (BNN TV) 2015-01-22 $7.710

He is not a fan.  He used to hold it, but they seemed to be into a type of operation that is going out of style.  He prefers pumping steam down to get your heavy oil up.  His capital requirements raises questions about ongoing cash flow and maintaining a reasonable dividend.  The oil sands in general are a little on the edge in terms of cost containment.  He steers away from totally oil sands focused opportunities.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC No View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-01-22 $29.100

Company has dug in its heels and said it will maintain its dividend.  A fair amount of this and next year’s production is pre-sold.  If pricing stays where it is for another 3 to 4 months he might start to worry about the dividend.  He is not selling, but watching it closely.  It is one of the best managed oil companies.

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-01-22 $29.100

A higher-quality name. Have announced they are not going to decrease their dividend for the time being. Right now you are getting about a 9.5% dividend.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2015-01-22 $24.460

Some of the higher-quality and more liquid names in the energy space, such as this, one make sense. He is not sure where the immediate catalyst for this stock and energy are in the near term, but as supply conditions tighten a bit energy prices will start to move.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
COMMENT CVS-N CVS Health Market Call Tonight (BNN TV) 2015-01-22 $100.280

100% of revenues come from the domestic US market. This gives a decent dividend of 1.4%. The stock just keeps moving up. Excellent execution on the part of management. Pretty decently valued at 19X earnings for a 14% growth. One of the cheaper names in the consumer staples space. He likes this name.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
HOLD DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-01-22 $95.150

Near all-time highs, but technically it is not overbought. This is a name you want to continue to hold. He can’t think of another media name that has this excellent multi-platform strategy. Valuations are pretty fair for the premier type of name you are getting. There are some catalysts with Star Wars coming out later this year.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT DLTR-Q Dollar Tree Market Call Tonight (BNN TV) 2015-01-22 $70.250

Shareholders have agreed to a takeover by Family Dollar Stores (FDO-N). This makes the company more attractive as it has the synergies happening and a bigger footprint The average American has $900-$1000 more of disposable income. These types of stores will be beneficiaries of lower energy prices.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
BUY ENB-T Enbridge Market Call (BNN TV) 2015-01-22 $61.400

He has significant holdings in the pipeline sector.  Sees continuing growth there.  There is enough demand for transportation.  It is not going to be affected by oil prices intermediate term.  One of the better managed pipelines.  The dividend looks safe and he expects increases in the future. 

David Cockfield CANADIAN CAUTIOUSLY OPTIMISTIC Yes View
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