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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) 2014-08-01 $0.000

Markets. Expects the 2 day sell off is the start of the correction that we have all heard of. Has been positioning himself in the past couple of weeks as negatively as he has been since 2011. Has a net Short in his hedge fund. He is still a long-term Bull and the glass is half full, but it seems so extended in the short term for a variety of reasons. It just seems that it is ahead of itself, and with political actions seems to be breaking down a little. Thinks we are overdue for a correction. His worry is that everybody is expecting 5%-10%, but sometimes these things gain momentum and it wouldn’t surprise him to see the market off 15%-20%. The safest place is to have cash on the sidelines. Some of the cyclical sectors are starting to act a little better. Europe growth is slowing down, but emerging economies and China seem to be doing well. Thinks gold is all right in an environment like this. Feels the highest risk sectors are energy, technology and social network. The earnings are sort of winding down now, so what is the next level?

John Zechner NORTH AMERICAN - LARGE CAUTIOUS _N/A View
BUY AC.B-T Air Canada (B) Market Call (BNN TV) 2014-08-01 $0.000

(Market Call Minute.) He would still buy it in here. Have had earnings upside and still has cost cutting. Well-positioned.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
PAST TOP PICK ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-08-01 $0.000

(A Top Pick July 18/13. Down 4.42%.) Still waiting for the $1.3 billion to come through from Petro China for the Dover oil sands. The longer the time goes on, the less people believe the money is actually coming in. Even without that money coming in, he feels the stock is worth more than where it is trading currently. Light oil assets alone are worth $7-$8.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL SELL BA-N Boeing Market Call (BNN TV) 2014-08-01 $0.000

His inclination would be to take a little bit of money off the table. Feels you are paying a little bit up for the growth right now, and the valuation is at the higher end.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD BAC-N Bank of America Market Call (BNN TV) 2014-08-01 $0.000

Likes this. Sold his holdings recently when it ran up into the $16-$17 area, but is looking at a point for when to buy it back. There is earnings potential in the $1.80-$2 range. Still a lot of costs they can cut and can generate some earnings growth.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
BUY BB-T BlackBerry Market Call (BNN TV) 2014-08-01 $0.000

Likes this. Volatile, but has a lot of low hanging fruit. There are metric valuations that can be improved upon. It’s not going to be in the handset business, but more in software on the security side. New CEO is reinventing the company. There is still a massive Short position in the US, which is going to have to be covered at some point.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2014-08-01 $0.000

(Market Call Minute.) A Hold at best. Management has done a fantastic job, but the yield is not going to get any better and earnings growth is slowing down a little. Doesn’t think there is much valuation upside.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK CCT-T Catamaran Corp Market Call (BNN TV) 2014-08-01 $0.000

Healthcare in general has seen a tremendous amount of technology spending. It needs it. The rollout of the Affordable Care act in the US is making the public and private pharmacy benefit exchanges much more valuable. Their acquisitions over the last couple of years have been ultimately accretive to earnings. On a valuation basis you are probably trading at around 20X earnings.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY on WEAKNESS CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-08-01 $0.000

Sold his holdings recently. Had a great run from the low $30’s. Heavy oil spreads have tightened, which has benefited them. Valuations in the sector have gone higher. He would look to buy this back again in the low $40’s. Still a good, long term growth story.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK CS-T Capstone Mining Corp. Market Call (BNN TV) 2014-08-01 $0.000

(A Top Pick July 18/13. Up 44.83%.) Took a little bit of money out of this because the weight in the portfolio had risen. Copper hasn’t had a great move, but this company did some great acquisitions at the right time. People are recognizing this as a cheap junior.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY CSCO-Q Cisco Market Call (BNN TV) 2014-08-01 $0.000

(Market Call Minute.) Thinks they are reinventing themselves in the router market to some degree. On the hardware side they are still one of the great long term stories. They generate cash and have good profit margins.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD CVE-T Cenovus Energy Market Call (BNN TV) 2014-08-01 $0.000

Had liked this for a while because it was a bit slower in growth, but the last quarter was really impressive. Production growth has started to come back, and on the heavy side the spreads have narrowed a little bit. 3.2% dividend yield.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
BUY DB-N Deutsche Bank AG Market Call (BNN TV) 2014-08-01 $0.000

You could do a lot worse than owning the German banks right now. The German market and the banks have been hit particularly hard. Earnings were a little bit below expectations recently, but not bad across-the-board. Valuations are extremely attractive. They are impacted more aggressively by the Russian situation, which is why Germany has not been as quick on the sanctions.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
PARTIAL SELL DE-N Deere & Co. Market Call (BNN TV) 2014-08-01 $0.000

Thinks you are heading into another earnings cycle positive for this company, so he expects earnings growth to continue globally. However, he finds valuations a little bit rich, and if he owned he would probably be trimming some of his position.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK DIS-N Walt Disney Market Call (BNN TV) 2014-08-01 $0.000

The only mistake he ever made with this company is by Selling it. It has been the best growth stock over the last 50 years. They have reinvented themselves. Over the past couple of years, they have increased their content in sports with ESPN, Marvel comics, Star Wars, etc. They are now expanding on a global basis with their theme parks, consumer products, Disney Interactive. They continue to hit it out of the park. You are getting all of this for a 20 multiple. This is one that you Buy and put it away.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK GIB.A-T CGI Group (A) Market Call (BNN TV) 2014-08-01 $0.000

(A Top Pick July 18/13. Up 25.26%.) A decent growth story. Their last acquisition made a lot of sense driving margins higher.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY KRFT-Q Kraft Foods Group Market Call (BNN TV) 2014-08-01 $0.000

You could do well buying this for the longer term at these prices. They’ve had a few missteps, but when you look at the global brands and the growth, they are well positioned on a global basis to grow. 3.9% dividend yield.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
PARTIAL SELL LNR-T Linamar Corp Market Call (BNN TV) 2014-08-01 $0.000

He would be a little concerned here. The stock has had a fantastic run. You have to buy early in the auto cycle. Have done well on the earnings side and have beaten in the last number of quarters. Valuation is higher than the rest of the group.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT LPX-N Louisiana Pacific Corp Market Call (BNN TV) 2014-08-01 $0.000

(Market Call Minute.) This would be a Hold at best. The lumber market is rolling over and housing in the US is slowing down a little. Doesn’t see a lot of upside.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD MSFT-Q Microsoft Market Call (BNN TV) 2014-08-01 $0.000

Longer-term, he is more positive on this. They have reinvented themselves and moving to more profitable core areas. Thinks there is a lot of inherent value here.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY NA-T National Bank of Canada Market Call (BNN TV) 2014-08-01 $0.000

All the banks had a decent run, but this one has lagged and is still cheaper than the rest. Getting a discount multiple. Have been penalized because of negative views on their capital market activities, but mostly because they have been more of a regional bank than a national one. Feels they are getting around this. He is comfortable with the valuation, growth, and amongst the top 6 banks this would be his favourite in terms of relative potential returns. 4% dividend.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
SELL NBD-T Norbord Inc. Market Call (BNN TV) 2014-08-01 $0.000

Oriented strand board (OSB), their core product, has come under severe pricing pressure. Also the dividend yield is quite high and seems unsustainable, so he expects to see this cut sometime in the next year.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY SLF-T Sunlife Financial Market Call (BNN TV) 2014-08-01 $0.000

He has switched from lifecos to the banks because lifecos have had a pretty good run this year. They benefit a lot from rising interest rates, and he is a little concerned about the next quarter’s earnings. Thinks the valuation is a little bit rich right now.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT T-T Telus Corp Market Call (BNN TV) 2014-08-01 $0.000

Versus its peers, he really likes it. They have the best penetration on wireless and some of the better profit metrics. The group is struggling a little bit and have a few headwinds in their face on an inventory basis. However, he feels that a lot of that is starting to get factored into the stock. He hasn’t owned much telecom in the past year or so. Maybe it’s getting to the point where everybody recognizes that wireless is slowing down and there could be a 4th player out there, but in the end these are great cash generating businesses.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2014-08-01 $0.000

In energy, he likes the energy service companies. The excessive cash flow being thrown off by the oil companies still has to be put back into the ground. This company had a high debt level but have started paying it down. Getting great rig activity. More importantly, they have this great joint global venture with Halliburton (HAL-N) which is going to be phenomenal for the growth going forward.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY TRP-T Trans Canada Corp Market Call (BNN TV) 2014-08-01 $0.000

He doesn’t get the pipeline stocks and their valuations right now. They always traded at 10 to 12 times earnings multiples, and now they are trading at around 20 times. Doesn’t feel the growth is that much faster. Multiples are way too high.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
SPECULATIVE BUY TSLA-Q Tesla Motors Inc Market Call (BNN TV) 2014-08-01 $0.000

This is a tough one. He wouldn’t be Short the stock right now, even though valuations are through the roof. They produce as many cars right now in a year as General Motors (GM-N) produces in a day, and yet the stocks are valued at the same level. This is the future of automobiles, so how willing are you to pay up on a valuation basis to own this right now. They have generated some profits now, but if you start pulling away the subsidies and government grants, they are clearly not profitable. Thinks that people are going to be willing to pay up for a long time for the potential that they have.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2014-08-01 $0.000

(Market Call Minute.) This is not without risk, but it is cheap. He thinks they get Allergan (AGN-N), but even without this it is a Buy. This is not a long-term hold. The rate they are going on acquisitions and the debt they are piling up it will reach a point of slowing down, but for now it is cheap, cheap.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-31 $0.020

Markets. We have just entered the most volatile period of the year. From the start of July all the way through to October volatility typically rises. As we have seen since June, the Vicks has spiked about 50%. The S&P 500 has now broken support at the 50 day. Since the 2011 lows, we have been rising in a narrowing range and the rallies have been less intensive. Investors do not believe in the rally. That is a bearish setup. If we break below the bottom trendline of that pattern, it could suggest significant downside potential. It seems reasonable, especially now in this seasonal volatile time frame, that we will see a correction happen in the next couple of months. Right now there are no favourable recurring events to drive the market higher. We are past earnings season. Between now and the 3rd quarter earnings season, the market’s economic data tends not to be too favourable at this time.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-31 $0.020

Precious Metals. Gold is in a period of seasonal strength, and silver can tend to benefit as well. There has been a significant decline in gold prices over the last few years, but over the past year, they have started to show signs of bottoming. The chart is showing a good sign of a “head and shoulders” bottoming pattern. This implies that if we get a break above the neckline, there could be significant upside potential. Gold is due for a retracement. $1200 would be the new support for gold. $19.50 would be the support level for silver.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-31 $0.020

Platinum. Platinum tends to do well in the first half of the year, when industrial production rises and manufacturing tends to do well, January through to April. That’s when you want to be buying platinum. It is currently starting to show signs of rolling over.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-31 $0.020

Natural gas. Seasonality is from September all the way through to November. Last year there was a huge run-up all the way from September all the way through to February. We are within the seasonally weak period, but we are seeing signs of a bottom. Currently there is a bit of consolidation. It has certainly become very oversold.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-31 $0.020

Markets. Feels the market today was hit by the real, genuine, credible fear amongst the Bears that the Fed could be behind the curve. Yesterday there was a 4% GDP print and today there was some wage inflation, the biggest in a lot of years. We saw the 10Yrs race up, and then drop because of all the geopolitical concerns. That is the kind of thing that can bring an air pocket to this market. Feels we are going to have more of a correction. The S&P 500 cut through the 20, 50 and the 100 on the 2-year daily chart. If right, he can see another 4% down on this move, unless there is some other move that comes out. At the end of the day, this will be a real buying opportunity for a whole bunch of different reasons, but there might be a bit of a challenge for this bull market hegemony that we have seen so long. If rates rise for the right reason, this will be fine. He doesn’t think we are going to 4%-5% interest rates. We might have 2.9%, 3% or 3.2%. In low interest rates, what asset class do people want to go into? Feels that markets are very well supported. In any sort of trending market you are going to have days like today.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-31 $0.020

Protection strategies in the event of a substantial market downturn such as 20%? For most people it is about asset allocation. If you have a 50/50 asset mix, equities to fixed income with a tactical swing of perhaps 20% either way, then before the 20% happens, you may want to have only 30% in equities. You also want to own stocks that are doing well. Some will benefit from having an option facility. Others can benefit from being able to Short. Also, Futures makes sense. However, the key here is really experience. He finds that people usually put on protection when it is too late.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-31 $0.020

Hedging and protection strategies? Unless he is really, really confident that a position is going to drop, he won’t ever Buy Puts. The reason why options are so good is because you can write premiums. If you like Bank of Nova Scotia (BNS-T), but you think it has $3 downside from here, you sell Calls and you get a second income. If you like Canadian Natural Resources (CNQ-T), but you don’t want to buy it here because you think it is a little too toppy, you oblige yourself to own it a couple of dollars lower by selling the Puts. So options really make sense that way. If you want protection, then Shorting is the much cleaner, better way almost all the time.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-31 $0.020

Large Canadian banks for protection and growth? The banks are not cheap anymore, they are back to where they were in their heyday before the credit crunch. However, he thinks the capital is going to continue to go into them, and people are going to be surprised at how much higher they can go. Loan growth in Canada is looking pretty good. Although valuations are 12X, they are still a whole lot cheaper than many parts of the market. The best ones to own are the ones that have the highest tier 1 capital ratios, because they have the ability to make the most accretive acquisitions. That would be Bank of Nova Scotia (BNS-T), Royal Bank (RY-T) and the Toronto Dominion (TD-T). Also, the CIBC (CM-T) if they decide not to issue equity.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC _N/A View
SPECULATIVE BUY AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-07-31 $11.820

Last quarter it fell. There are concerns about its free cash flow. Paid out $22 million in dividends last quarter, and only earned $14.5 million. However, they do have $233 million in cash, so they can achieve that burn rate for 6-7 years if their business doesn’t turn around. Part of the reason for the big burn last quarter was a bit of a mismatch of capital, timing of the dividend and launch of new growth initiatives. Feels they have a pretty good shot of turning their business around, and asset management continues to be a good place to be. Pretty cheap but more for the risk tolerant.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2014-07-31 $99.400

Everything has happened wrong with the stock. Bad weather, falling nitrogen prices due to China exports, etc. Now you have falling corn prices. Had elevated natural gas prices, but now have lower prices which should help. The bottom line is that farmers are spending only 30% of their budgets on fertilizer, which is the lowest in a decade. He sees the trend normalizing eventually. Sees really big cash flow coming on in 2015, mostly from cost cutting and synergies. Has potential for dividend growth, buybacks as well as a higher share price. This has a very long term secular tailwind of population growth and the need to increase yield per unit of farmland.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Yes View
BUY ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2014-07-31 $30.040

Suffered a little bit because natural gas prices have come down. He is constructive on this name. Just reported and had 110,000 production versus 107,000 that the market was looking for. Their Parkland and Tower assets are having very impressive production growth. His model suggests that this could have 40% earnings growth over the next few years. Payout ratio of 116% on 2015 estimates is pretty good. A pretty clean balance sheet.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
DON'T BUY ATP-T Atlantic Power Corp. Market Call Tonight (BNN TV) 2014-07-31 $4.130

This one is very tempting, but he doesn’t think the dividend yield is sustainable. As of Q1, the dividend was 3X higher than the free cash flow. Doesn’t think there will be a buyer for them.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
BUY AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2014-07-31 $15.550

They are upping their exposure into the US, which is currently at about 24%. Their goal is 30%. A higher leveraged name, but their balance sheet is improving. He sees in-line growth of around 3.5%, which is equal to its diversified peers. Payout ratio is trending down and looking a lot better.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
HOLD BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-07-31 $3.730

The exciting thing here is that they recently had organizational changes. Split their aerospace into 3 different units. Thinks the signal here is that they may be going to try to spin one of them out and try to generate shareholder value. This has really weak free cash flow, and he doesn’t see the business jet market turning around any time soon.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
COMMENT BIDU-Q Baidu.com Market Call (BNN TV) 2014-07-31 $216.050

Reported greater earnings recently. Chart shows it has spiked higher, and it essentially has created a gap. We essentially could see a fill of that gap by a downwards movement of about 5%. Trading well above its significant moving averages. Seasonally, Internet stocks tend to do pretty well into September and October.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
DON'T BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-07-31 $14.100

Energy is entering its next period of seasonal strength. There is potential for downside risk, and this stock is showing that with its recent plunge. This has fallen below its 200 day moving average and its 50 day is pointing lower, which implies a negative intermediate term trend. Support has been breached on the stock, so it is pointing to significant downside potential.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
PAST TOP PICK C-N CitiGroup Market Call Tonight (BNN TV) 2014-07-31 $48.910

(A Top Pick July 29/13. Down 4.47%.) Had thought this would be a dividend stock by now, but they weren’t allowed to return capital and have been criticized as too big to manage. Q2 was better-than-expected. Credit quality is improving. Still trading well below its tangible estimated Book Value. Tier 1 capital is really high. Still levered to an improving planet and US. Patience should get rewarded on this.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Yes View
DON'T BUY CKE-T Chinook Energy Inc Market Call (BNN TV) 2014-07-31 $2.200

Energy is positive coming up, but the chart on this one is not that appealing. It just broke through the 50 day a few days ago, and there has been significant underperformance against the market over the past month. There are signs that this one is trending lower.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-07-31 $47.530

The energy sector, particularly the energy exploration and production industry, tends to have 2 periods of seasonal strength. The first one is from January all the way through to May. The next period is just approaching, basically the last half of summer all the way through to Labour Day. The average gain for August and mid-September is about 5%. Trends are still very much positive. 1.9% dividend yield.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT DGC-T Detour Gold Market Call (BNN TV) 2014-07-31 $12.290

This is the seasonal strength for gold, and looks lined up for a seasonal move. The 15 and 20 day are pointing higher, which implies a short and intermediate trend which is a good setup for the seasonal trade ahead.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT EIF-T Exchange Income Market Call Tonight (BNN TV) 2014-07-31 $17.210

He likes this name. Its 2013 payout ratio is very high, but on his 2014 assumed numbers, from them turning around their West Tower asset. If they can achieve 4.5% margins in 2014 on that asset and 7% in 2015, he models a 55% 2015 payout ratio. If that’s the case, the 9.7% dividend is fine. He also sees it trading at a very fair value of 8.7X 2015 right now.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Yes View
BUY FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2014-07-31 $33.550

The UNS transaction is proceeding well and will be modestly accretive to them. This is only a $7 billion company and they have about $8 billion of utility type investments coming online over the next few years. There is a lot of growth here. Also, have potential for a lot of LNG related investments, with their strategic presence in BC.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
TOP PICK GDX-N Mrk Vectors Gold Miners ETF Market Call (BNN TV) 2014-07-31 $25.910

When the gold miners report their earnings at the end of July that is the kick off to the start of the period of seasonal strength for the miners. This is experiencing a dip today, so you could take advantage of some of the weakness. The average gain between the end of July and September 25 is about 8%.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Yes View
BUY HEP-T Horizons Enhanced Income Gold ETF Market Call (BNN TV) 2014-07-31 $6.420

It generates a good dividend by writing Calls against the positions it has in its portfolio. Between the end of July and through to September, gold miners tend to go higher.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
TOP PICK HFR-T HAP Floating Rate Bond ETF Market Call (BNN TV) 2014-07-31 $10.190

(A Top Pick April 22/14. Up 0.43%.) This is equivalent to a cash holding, and is about 32% of his fund right now. This is a short-term duration bond ETF, and provides a hedge against the volatility that is frequent at this time of year. He intends this to be his holding through until October.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Yes View
BUY HSE-T Husky Energy Market Call Tonight (BNN TV) 2014-07-31 $33.170

Just had their Q2, which was largely in line. Operationally it looks very good with Liwan up and running and Sunrise on track to start up at the end of 2014. Trading at a discount to its five-year average. He sees good earnings growth at around 21%. Has a $40 target.

$40 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
PAST TOP PICK K-N Kellog Market Call (BNN TV) 2014-07-31 $59.830

(A Top Pick April 22/14. Down 7.3%.) Broke below a head and shoulders pattern yesterday. The period of seasonal strength generally is from April through until November. It is definitely time to step aside and get out if you own.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
BUY on WEAKNESS L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2014-07-31 $53.630

Had a monster quarter which he thinks was a result of better same-store sales and the spectre of higher inflation in the 2nd half. Company is saying they have $300 million in synergies from Shoppers over the next 3 years. Have an SAP rollout that is intact. He forecasts really good operational earnings growth of about 19% over the next few years, 12% cash flow growth and pretty decent dividend growth of around 7.4%. It is vulnerable that you are not going to get as much inflation in food as the market is positioned for. He would  buy this at a lower price.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
SPECULATIVE BUY LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2014-07-31 $5.500

Thinks this is a real good one. Has a payout ratio of under 100%, a dividend of around 7.5%, and is trading at about 3.7X EV discounted to its cash flow, versus its peers of almost double that. Just bought some new properties that fit in well, which should help in terms of execution. A high-risk name, but a very good one to own.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
DON'T BUY LTS-T Lightstream Resources Market Call Tonight (BNN TV) 2014-07-31 $7.200

Have been improving their operations and have been making asset sales, which is what the market wants to see. Payout ratio is getting a little bit better. For the risks, he thinks there are better names such as Long Run Energy (LRE-T) which probably has much better upside. He is optimistic as they have executed on their turnaround, but there are better opportunities elsewhere.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Unknown View
PAST TOP PICK MET-N Metlife Market Call Tonight (BNN TV) 2014-07-31 $52.600

(A Top Pick July 29/13. Up 11.67%.) This should have done a whole lot better, but has been mired by regulatory concerns. Feels the US government will be labelling this as “too big to fail”, so capital, leverage and liquidity will be constrained. He would be using this fear as a way to be buying this. Still a Buy.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Yes View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-07-31 $22.280

Trading at a Price to Book of around 1.4% and is on track for its 2016 targets, and he sees them growing their annual compound growth rate and operating earnings at 19% over the next 2 years. This is a name for the future.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES OPTIMISTIC Yes View
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