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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) 2014-11-26 $0.020

Markets. Small caps were outperforming earlier in the year, but for the last 3 years have underperformed quite a bit versus the larger caps. There is a lot of selling still going on in terms of tax losses. This is an opportunity to buy them, but he wouldn’t expect them to move up until next year because of people trying to sell their losers by year end. He is very much “growth at a reasonable price”, so is looking for companies that are growing earnings, good balance sheet, good visibility and a management team that historically have done well. His turnover period for his portfolios is about 30%, so he has about a 3 year Hold period for most of his stocks.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-26 $0.020

Energy. Right now you really have to focus in on the companies that have clean balance sheets and don’t have a lot of debt. With a lower commodity price, cash flow generation is going to be lower. Thinks the energy sector has been overdone and people are throwing out the baby with the bathwater. There is some very good value within the sector. You have to be selective and make sure the companies have good balance sheets.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-26 $0.020

Markets. China is stimulating. They don’t want to see their economy fall. US is approaching what he would call Escape Velocity, where their economy is becoming self-perpetuating on its own. The only potential fly in the ointment is Europe. The German DAX is up 16% since Mario Draghi started making comments about buying sovereign bonds, etc., which is telling you that investors are pragmatic, maybe more so than certain elements of German policymakers. They realize that quantitative easing is unfortunately necessary for Europe. It is also a response to the fact that Europe by and large, is lower than it has been, so this is a stimulus for European exports. Unfortunately there has been a lot of wind come out of the energy sector, and has come out of the miners for years now. Money continues to go into certain select areas, so this is very much a stock pickers market.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS _N/A View
COMMENT AC-T Air Canada (B) Market Call (BNN TV) 2014-11-26 $10.220

Have done a very good job over the last few years in terms of cutting their costs, getting their earnings up and rectifying a lot of the problems that they did have. Lower oil prices will obviously help them. This is one that you should just buy for a trade and not hold for something like 3 years, as a lot of low hanging fruit has already taken place for them.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Unknown View
COMMENT AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-11-26 $10.190

They have enough money to pay their dividend. Their free cash flow ratio at the end of the last quarter was 97%. Have a whole lot of cash that they can use to fund the dividend for the next 7 years. If there is a market pullback in excess of 10%, he thinks they will cut their dividend. If you think markets are going to fall, he wouldn’t own, but if you think markets are going to go higher, you can buy this as a flyer, but not too much of it.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2014-11-26 $109.200

(A Top Pick Nov 15/13. 19.58%.) He sees 2017 EBITDA’s being 50% higher than 2013. They get this from cost-cutting, wholesale expansion and new products. This is a name that goes much higher, and you can Buy into this weakness, probably in the next few days.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
PAST TOP PICK AIF-T Altus Group Market Call (BNN TV) 2014-11-26 $23.510

(A Top Pick Oct 24/13. Up 68.99%.) Software and valuations for real estate. Just sold his holdings recently. The quarter was alright, but he had high expectations. Felt it got a little bit ahead of itself. Likes the management team.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-11-26 $9.540

This has been one of his favourite stocks. He sees their free cash flow rising 30% compounded annually over the next couple of years. This is from new projects coming online and future rate base hikes. Sees them paying a sustainable 4% dividend, anchored by a 65% payout ratio. He models high dividend growth of 11% compounded annually. It still trades cheaper than its peers.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
DON'T BUY ATP-T Atlantic Power Corp. Market Call Tonight (BNN TV) 2014-11-26 $2.590

Their merger and sale is off the table. They slashed their dividend to $0.12. He thinks that there is no way that they can do any developments and there is no free cash flow after the dividend. His call is that this should be a $2 stock.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2014-11-26 $38.500

Stock has done phenomenally well. Made a number of acquisitions and for a while he was a bit worried, because each time they came out with guidance they wouldn’t hit their numbers. This is the 1st time they have hit their numbers. Have the backing of a lot of US investors. A 2-3 years hold is very difficult as there is so much regulatory environment in the gaming industry. You have to be prepared to take some money off the table at certain points of time.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2014-11-26 $56.220

Likes this one 1 year out and for the next 5 years. Sees about 21% rising AFFO growth over the next couple of years from rising institution allocations to real assets, US economic momentum where they have 62% of their business and its robust asset management business with significant fundraising momentum. This is a bit of a call on rates staying low for longer. Yield of 1.28%.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
WAIT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-11-26 $10.490

This management deserves a lot of credit. They have made a lot of strides. A checkmark for organic execution that we saw in the last quarter. High production. Unfortunately, $75 WTI and $4 natural gas, their effective payout ratio goes to 154% and debt to cash flow goes to an uncomfortable 3.2%, and you don’t want to be above 3. Their cash flow per share growth falls next year by about 20%. He would wait and watch for crude to stabilize at least.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-11-26 $29.750

This was a very high growth rate stock. They bought Aurora in June that was going to be very accretive. The risk was that they took on more debt at the time of the transaction, and debt to cash flow went to about 2, which was fine if oil prices stay higher, but not good if oil prices do what they did. Their payout ratio, at $75 WTI and $3.50 natural gas he models at 160%, so that is not a safe dividend.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
PAST TOP PICK C-N CitiGroup Market Call Tonight (BNN TV) 2014-11-26 $54.130

(A Top Pick Nov 15/13. Up 7.34%.) For US financials, he thinks the best is yet to come. They are cheap. They are levered to an improving global economy. Have the whole housing cycle in front of them. You want to own US financials.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
COMMENT CBL-T Callidus Capital Corp Market Call (BNN TV) 2014-11-26 $21.500

This is a lender. Went public at about $14 and was heavily oversubscribed. Every quarter they have come out with very good earnings, and thinks they have a lot of runway here in doing other loans with higher fees. Expects the earnings to ramp up quite a bit. Trading at a low multiple compared to others. Management is quite adept at putting the money to work and having a good return on capital.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
COMMENT CDV-T Com Dev International Ltd. Market Call (BNN TV) 2014-11-26 $3.750

In aerospace. They previously had some engine team issues, where they had some contracts, bid on them, but didn’t charge enough and ended up losing a lot of money. Because of that, he had stayed away for a while. Now the space has done fairly well. It was never traded at a high valuation and has always been fairly cheap. However, every time he thinks it is cheap, it is cheap for a reason.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
BUY CEU-T Canadian Energy Services & Technology Market Call (BNN TV) 2014-11-26 $7.550

Energy services company that helps with fluid handling. Looking at a long-term chart the company has done very well, but has come off quite a bit in the last 6 months. Have come out with very good earnings every quarter, but thinks it is getting caught up with oil prices coming down. If you are a long-term believer in management, which he is, you should continue to hold. It is also a pretty good buying opportunity.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
PAST TOP PICK CNE-T Canacol Energy Ltd. Market Call (BNN TV) 2014-11-26 $3.270

(A Top Pick Oct 24/13. Down 32.81%.) Still likes the story. A Colombian producer. There are high expectations in terms of exploration, and thinks there is still a lot of that coming. It is going to be difficult with oil prices down at this level. Thinks it has been oversold.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-11-26 $83.750

The Company expects their crude by rail traffic to stay strong. Given the upfront investment made by their customers, they see crude by rail as a viable long-term growth business. Most of their growth is coming from heavy producers, which are a little bit more insulated. Management is forecasting that the Keystone will go through and is included in their assumptions, so this is not seen as a big threat. Probably the bigger risk is if the macro were too slow or Europe to fall apart.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-11-26 $34.000

A little bit better than its peers because it went into this oil price decline with a very healthy balance sheet, and are 30% hedged at $93 for 2015. Mechanically, the company is doing really well. Have been growing their production and have the Torque asset which continues to add inventory. However, at $75 oil, the payout ratio goes to 154% and their cash flow per share declined by 18% in 2015 over 2014. Not a low-risk story any more. He owns a little bit.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
BUY CRR.UN-T Crombie Real Estate Investment Trust Market Call Tonight (BNN TV) 2014-11-26 $12.990

Likes this company. He sees it as a $14.75 stock in 12 months. Yield of almost 7%. Yield is becoming more sustainable at around 94% for 2015, versus 107% for the last 5 years. This has a defensive portfolio with grocery stores, yet growing nicely at about 4%, in line with retail peers. Pretty well positioned for future growth.

$14.75 in 12 months Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
BUY CS-T Capstone Mining Corp. Market Call (BNN TV) 2014-11-26 $2.110

One of his favourite copper stories. Currently producing $1.90-$2 a pound copper. Have done very well in terms of their operations. There are very few ways to play copper in Canada now. Management has done a good job. If you want copper exposure, this is a way to really play it. Expects production to grow over the next few years and their costs to come down. A good entry point.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
BUY CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2014-11-26 $11.900

Likes the demographic tailwinds. If rates are going to rise, you want to own a REIT with a low payout ratio, a high growth rate, improving leverage, organic growth and one that can focus on developments. This company displays all of this. It is also a potential takeover target.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2014-11-26 $27.020

Even with WTI as $75 and natural gas at $3.50, he still models a payout ratio of about 132%, 2015 estimates. This is not a safe dividend.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
BUY CWL-T Caldwell Partners Int'l (A) Market Call (BNN TV) 2014-11-26 $1.580

Seem to have a lot of visibility. They are working on deals presently. Pays a nice dividend and is trading at a low multiple. Too small for him, but if he were running a microcap fund, he would have it in his portfolio. Pays a dividend of over 5%.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
TOP PICK DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2014-11-26 $2.470

A new type of royalty company. They are buying top line revenue from companies that have steady businesses. Management own a lot of stock themselves. The 1st deal they signed was with Franwork, the owners of Original Joe’s and Elephant and Castle restaurants. Trading at a fairly low multiple, and has a 7% yield. They are just starting getting coverage. Expects they will sign another deal in the next couple of months or so. Street is starting to get behind this story. Fairly cheap. Considers this a long-term hold that he can own for the next few years and let it play out.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2014-11-26 $53.540

Probably the cleanest pipeline with the best rate of growth. Sees about 12% free cash flow growth for the next number of years. Moreover, they are trading at levels in line with their peers. Better assets and better earning visibility, but at peer average valuation.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
PAST TOP PICK ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2014-11-26 $16.360

(A Top Pick Nov 15/13. Down 9.25%.) When he thought this was getting a little ahead of itself at $25, he sold half his position. When it got to $20, and he saw the wheels potentially coming off, he sold more. He still has a little bit left. Very good relative to their peers and are very sustainable.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
COMMENT ESP-T Espial Group Market Call (BNN TV) 2014-11-26 $1.410

They try to help cable providers beat some of the companies, such as Netflix. Have signed one large deal which he thinks is going to be deployed later on in the year. Stock has come off quite a bit in the last number of months. Feels half the market cap is in cash, and there will be some deployment coming in the back half or early part of 2015. Earnings are about to start to come through. Have done fairly well operationally. Surprised on the upside each quarter for the last three quarters. People were expecting them to sign another deal before year-end, but that was pushed out so the stock has come off for the moment.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
COMMENT ET-T Evertz Technologies Ltd. Market Call (BNN TV) 2014-11-26 $17.540

Do a lot of work for ESPN in their studios, such as building out studios, refreshing them in terms of the cameras, etc. Thinks their deal with ESPN is going to start to revenue over the next number of quarters. Not very liquid as people at that moment don’t want to sell it. Management has done a very good job of executing. Looking for a lot of good earnings growth over the next 12-18 months.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
BUY GTE-T Gran Tierra Energy Inc. Market Call (BNN TV) 2014-11-26 $4.960

Doing well operationally. Even though the stock has come off, this oil/gas producer in Colombia generates its own cash flows and hasn’t had to go back to the market. It has no debt and has a lot of cash on the balance sheet. Thinks it is going to do very well on a rebound.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
DON'T BUY GXI-T Guestlogix Market Call (BNN TV) 2014-11-26 $1.040

Provide the hardware for airlines for people buying things on airplanes. Hasn’t done much in the last 2-3 years. His problem is that they never really delivered on what they said they would. They continue to sign more deals, but it hasn’t fallen to the bottom line.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
DON'T BUY HUV-T HBP S&P500 VIX Short Term VIX ETF Market Call Tonight (BNN TV) 2014-11-26 $3.670

You have to be pretty nimble to make money on this kind of thing. You have to be right and you have to be right in a very short period of time. Even though you can be right over time, if you are not right over consecutive days, you still might not win on the strategy. If you are expecting volatility, you can sell Calls, buy Puts, put on a Futures Contract, or just Sell and lighten up instead.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT LTS-T Lightstream Resources Market Call Tonight (BNN TV) 2014-11-26 $3.290

A very speculative name. At this level, it’s debt to cash flow at $75 oil is 5.2%. Investors start to get nervous at around 3%. He models its payout ratio at 152%.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT MCB-T McCoy Corp. Market Call (BNN TV) 2014-11-26 $5.000

Had some good quarters and there were some analysts that got behind the story, but then they missed on a couple of quarters. Sell a lot of tooling equipment for offshore drillers. Pretty good value at these levels, but management has to show that they can start to grow earnings again. (He inherited a little when he took over this portfolio.)

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-11-26 $120.190

Has a $150 US price target on it. Trading at 11.6X PE 2015 estimates, versus their peers at 13.4X. Sees 20% earning per share growth.

$150 US Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
DON'T BUY MSL-T Merus Labs International Market Call (BNN TV) 2014-11-26 $1.710

This one has had a few hiccups. Believes the money they have raised has been redeployed already. Signed a couple of deals and looked like they might sign a couple of others, but then the CEO resigned and the stock took a big whack. Time will tell in regards to what deals they will be able to sign. There are better players right now.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
COMMENT NLN-T Neulion Market Call (BNN TV) 2014-11-26 $1.210

They help with watching different sports online and have a deal with Rogers (RCI.B-T). Had always thought the stock was fairly expensive.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
BUY NPI-T Northland Power Inc Market Call Tonight (BNN TV) 2014-11-26 $16.930

Toronto Dominion (TD-T) or Northland Power (NPI-T) for dividends? Doesn’t know if he would be adding money to banks at this time. You probably want to buy this one down here. Slightly riskier than the banks, but has come off quite a little bit with concerns about their European operations, which he thinks are going to be just fine.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
HOLD PEY-T Peyto Exploration & Develop. Market Call Tonight (BNN TV) 2014-11-26 $34.990

86% natural gas, which is at about $4. Their metrics are good and they are growing. Even though he likes it and thinks it is sustainable and a good play on LNG, if there are really weak energy prices, oil companies are not going to cut production so fast, but are going to switch production to natural gas, which could pressure natural gas more as well.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
HOLD PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2014-11-26 $4.310

Have really improved their metrics a lot and have done a good job executing their new Lindberg assets, which should be coming on in 2015. Management should get marks for doing everything right, but unfortunately oil has come down a lot. Payout ratio for 2015 is 140%. Debt to cash flow is too high at $75 oil. However, this is one that he might speculate on.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT PRW-T Petrowest Corp Market Call (BNN TV) 2014-11-26 $0.860

If LNG does go through, they are going to be very active. There are some big contracts coming up in BC that they may be awarded in the next 3-6 months. He is comfortable with the story.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
TOP PICK PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2014-11-26 $35.180

The Q3 was a strong beat. Underlying businesses of wealth management and life insurance are very attractive. Has a 4% conservative dividend with a 42% payout ratio. Believes we are going to finally see dividend growth, and models it at 8%-10% for 2015. However, it is trading below its 5 year average at 11.6X versus its 5 year average of around 13. In an environment in the TSX where he expects to see an energy vacuum and a continued mining vacuum, and maybe even a telecom vacuum to come, he thinks money is going to look for other places.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
TOP PICK RCL-T Ridley Inc Market Call (BNN TV) 2014-11-26 $28.100

Animal nutrition. Very tightly held. Just came out with a quarter where their earnings were up over 50%. In the last 3 years, their compound annual growth rate in earnings was up about 45%. In 2014 they paid a $2 special dividend and in 2013 they paid a $1.50 special dividend and a $2 special dividend in 2012. Trading at a very low multiple. At some point in time, they are either going to make an accretive acquisition or will pay another special dividend.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
TOP PICK RE-T Rock Energy Inc. Market Call (BNN TV) 2014-11-26 $4.010

The whole sector has been creamed, but this is one of the cheapest. Did about 3500 BOE’s in 2013 and this year they are going to do about 4900 and expects them to do about 5500 next year. Even at today’s prices of around $80, their netbacks are around $40. Very high netbacks, so they can withstand the downturn here. They still have the growth in production and higher netbacks compared to most other companies. Very cheap.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
BUY SVC-T Sandvine Corp. Market Call (BNN TV) 2014-11-26 $2.870

Was a little disappointed in the last quarter’s earnings. There were a couple of contracts that they thought were going to be signed and do revenue in that quarter, but it didn’t come to fruition. However, right after that quarter they signed a deal for about $8 million, so the stock has moved up a little. Very cheap stock. Has about $1 a share in cash and is trading at around $2.80. Expects them to earn about $0.13-$0.14. If you exit the cash, it is only trading at around 12 or 13 times earnings. Strong balance sheet.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
DON'T BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-11-26 $57.080

Toronto Dominion (TD-T) or Northland Power (NPI-T) for dividends? Doesn’t know if he would be adding money to the banks at this time as they are rather expensive.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-11-26 $39.100

This is one of the better names in energy. They have grown very rapidly, but do need to redeploy a lot of capital to continue their growth. Likes the management team.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Unknown View
COMMENT TPH-T Temple Hotels Market Call (BNN TV) 2014-11-26 $4.080

Has not done very well over the last a while. Have a lot of exposure to the oil patches. It does not trade at a high multiple. Dividend yield of 13.5%, which he does not expect them to cut. The CEO has recently bought back a lot of stock personally. They are trying to buy more hotels outside of the Fort McMurray area, to diversify their overall brand. Story is pretty good; it’s just that they have had a slip up in the last quarter.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
PAST TOP PICK TRZ.B-T Transat A.T. Inc (B) Market Call (BNN TV) 2014-11-26 $8.605

(A Top Pick Oct 24/13. Down 26.69%.) This should be benefiting from lower energy. About a year ago, the quarter was pretty good. West Jet and Air Canada were competing with them.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
COMMENT VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2014-11-26 $57.790

A great operator with outstanding production growth. At $92 oil, they have cash flow growth of about 15% net, next year over this year. But with oils down at current levels, he is modelling negative cash flows, shrinking by about 7%. Balance sheet is in good shape, but gets a little bit more pressured. Still very good, relative to peers. The dividend, even with the oil where it is right now, should be fine. If you think oil prices are going back up, then Hold it, otherwise consider taking profits. He still owns a little.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
PARTIAL BUY WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-11-26 $13.020

This is one of the best, most sustainable dividend names. At $75 oil and $3 natural gas, it still has a positive cash flow year-over-year, but very marginal. Effective payout ratio is 114%. If you are not in this sector, at opportune times like this you might want to start picking away on a name like this.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
TOP PICK WSP-T WSP Global Inc. Market Call Tonight (BNN TV) 2014-11-26 $35.900

Their global operations are showing solid organic growth and very healthy margins. Canadian operations showed signs of safe stabilizing last quarter. Backlog is up nicely. Just made a recent acquisition of Parsons Brinkerhoff, which adds to their US exposure and gives them more of a global footprint. Feels this will be highly accretive and will generate cost savings. He models a 72% payout ratio. Have done a very good job in the past of integrating operations.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
COMMENT XCS-T iShares S&P/TSX SmallCap ETF Market Call (BNN TV) 2014-11-26 $15.320

As a fund manager, he believes you should go with a fund rather than an ETF. Fund managers can be more nimble. If you own a small-cap index, they can change quite a bit in regards to what they are holding, so you can be caught holding sectors/stocks that you don’t want.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-25 $0.020

Markets. Thinks the markets will go higher. Valuations are looking a little stretched, but there is no other game in town. Commodities don’t look attractive, bonds don’t look attractive, real estate has been good but he doesn’t see that going much higher. We are in a multi-decade bull market movement in equities. It has gone on for 5 or 6 years now, but what kills a bull market are recessions, and he doesn’t see this, at least not south of the border. The likelihood is that we are marching towards an eventual Fed tightening. Whether it is in the 1st half or the 2nd half of next year is hard to predict, but he tends to be in the 1st half. Once we see that happening, it will be clear that the rally in bonds is over, once and for all. Money that is sitting in bonds is eventually going to have to find a home, and he thinks that is going to be in equities. Equities in this low rate low inflation environment still offer good value, even at this level. You have to pick your best horse, and he thinks that is in US equities, simply because the US has the best fundamentals anywhere in the globe. Because growth is strong and it is rebounding, you want to be in cyclicals i.e. 1) industrials, 2) technology and 3) energy-later cycle, but keep in mind that energy will be quite weak in its financials. And then energy and materials much later.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULL on US EQUITIES _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-25 $0.020

Energy. OPEC is debating whether to reduce the quota, which is roughly 30 million barrels a day. It really comes down to Saudi Arabia and what they want to do. Saudi Arabia and Iran do not exactly see eye to eye. Nor does Iran and Venezuela, etc., etc. There are huge agendas which has a lot to do with 1) religion, and 2) who is facing sanctions. All of this is weighing on energy, so there is no consensus. However, the history of OPEC has been one of making a statement and then cheating amongst themselves. Thinks oil will remain under pressure, so for oil investors, that is bad news.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULL on US EQUITIES _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-25 $0.020

Markets.  For 18 months, his view has been that we are in a new secular bull market for stocks. Fullbacks are likely to be shallower and shorter lived than we have seen over the last many years. When you have a market that is both growing earnings and a slowly expanding multiple of earnings that investors are prepared to pay, it is a very durable market. For consumer led developed economies, very low inflation is a really great thing. This is because the consumer has a little more money to spend and balance sheets are getting better and there are some big sectors that are big winners from low energy prices and low inflation. This would include transportation and retail. In the US economy, 72% of the activity comes from the consumer. He came out of the move in October, well over 97% invested, so very few of his Stops got hit. The biggest reduction he had from a sector exposure, starting in July and into August, was largely leaving the energy sector. The money was moved more towards things that were more consumer concentric, healthcare centric, transportation centric or technology centric.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-25 $0.020

Markets. For 18 months, his view has been that we are in a new secular bull market for stocks. Fullbacks are likely to be shallower and shorter lived than we have seen over the last many years. When you have a market that is both growing earnings and a slowly expanding multiple of earnings that investors are prepared to pay, it is a very durable market. For consumer led developed economies, very low inflation is a really great thing. This is because the consumer has a little more money to spend and balance sheets are getting better and there are some big sectors that are big winners from low energy prices and low inflation. This would include transportation and retail. In the US economy, 72% of the activity comes from the consumer. He came out of the move in October, well over 97% invested, so very few of his Stops got hit. The biggest reduction he had from a sector exposure, starting in July and into August, was largely leaving the energy sector. The money was moved more towards things that were more consumer concentric, healthcare centric, transportation centric or technology centric.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-25 $0.020

Energy. There is no indication that the weak pricing is about to abate. Has felt for the last 12-18 months, this is a sector where the tide is going out. Commodity prices are dependent on the last dollar of demand, and if production is growing more quickly than supply, then you have a problem. We are going through the greatest oil boom in the history of the US.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2014-11-25 $117.600

Looking at technology, it has become a bifurcated market. Some of them are just getting smoked and some are struggling, and yet you see this one trading at a relatively low multiple. It really has the best ecosystem in technology. There are well over 50% margins on the iPhone. Don’t know what their sales are yet officially, but there are rumours they are in the 60 million+ already. He thinks it is certainly worth north of $150 a share. Yield of 1.58%.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULL on US EQUITIES Yes View
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