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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) 2014-11-27 $0.020

Markets.  Panic selling through the energy markets.  Tax loss selling is going on at the same time.  Today Americans are distracted by the NFL and tomorrow there could be more selling in the oil sector.  He likes buying when there is a lot of fear in the streets.  If you have companies you like and are watching, this is a buying opportunity.  We have some amazing reserves in Canadian projects.  We are showing reductions in costs and it is very encouraging in the kinds of rates of return our companies are returning.  It is more to do with the balance sheet than the market cap that determines if they participate in this.

Martin Davies OIL & GAS BULLISH on OIL & GAS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-27 $0.020

Markets.  We are not in the midst of a price war in oil.  You tend to get an overreaction in the market place when these things happen (OPEC NOT cutting back on production).  Canadian oil stocks are great companies.  You just have to buy quality.  You can then buy them at these levels.  Tomorrow could be a quieter day in the US so these companies may open lower.  If oil bottoms at $60 it may not bounce right back.  At some point in time, since we do use it, prices should eventually go up.  There may be a lack of drilling until it does.  Some capacity gets shut in.  He always looks at the US first before Europe for a sector that he likes.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL _N/A View
DON'T BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2014-11-27 $119.000

Don’t buy it at a record level.  He has never owned it.  One product almost generates 50% of their revenue and this bothers him.  It is such a large company that at some point it will be harder and harder to grow.  Thinks the Christmas season is already built into the stock price.  The price may pull back at some point.  Thinks they will not be able to innovate as much as people think.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL No View
TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2014-11-27 $17.110

10% of all deposits in the US are with them.  Stock has not done much at all this year, but you should see improvements in the company next year.  They have a great retail and commercial franchise, great investment banking business and a great wealth management business.  They will continue to generate lots of capital and then buy back shares and increase the dividend with it.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Yes View
COMMENT BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-11-27 $9.810

Senior intermediate sized company with high distribution.  Debt is over two times, but they have the same CEO from a long time ago and he can steer them through good and bad times.  He is condensing the portfolio of properties to leave only the very best ones.  Good hedging policy.  Some of the better internal rates of returns in the province.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-11-27 $70.850

They have a new CEO, took a write-off.  They got a multiple for being in high growth areas, but some of those countries are slowing down.  They are doing the right thing now and it will benefit them down the road.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Unknown View
WEAK BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-11-27 $25.600

Has a debt to cash flow of more than two times.  Rule of thumb is that when you get more than two it is a warning sign.  They did a large acquisition earlier in the year in the US.  The company looks stretched, but they have a lot of discretion about how they can allocate the capital.  Management has a history of guiding the company well.  Thinks they have the ability to skate through this.  He is optimistic about the Canadian heavy oil price. 

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
STRONG BUY CDI-T Canelson Drilling Market Call (BNN TV) 2014-11-27 $4.780

Very new fleet of drilling rigs.  These rigs can very efficiently drill the kinds of wells they drill.  The company is small and new and growing fast.  Excellent balance sheet and exemplary management team.  He really likes the company.  4.9% distribution -- mostly capital gains.  2 to 3 year timeframe.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
DON'T BUY CL-N Colgate Palmolive Market Call Tonight (BNN TV) 2014-11-27 $68.690

A great company, but has a high multiple, at the high end of these consumer type companies.  Prefers PG-N, who are making some changes and getting rid of some products and buying back some of their shares.  These companies need to re-think their product line and rationalize it.  CL-N is a well run company, but you pay a higher multiple.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Unknown View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-11-27 $38.450

Excellent at how the management has consistently delivered on what they are trying to do.  They brought an oil sands mine on stream on time and on budget.  Very few can do this.  Still produce a tremendous amount of free cash flow.  Amazingly diverse group of assets. It is compelling. Over time it should re-rate itself.

Martin Davies OIL & GAS BULLISH on OIL & GAS Yes View
BUY CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-11-27 $38.450

Great management and incredibly well run.  A fantastic company.  Dropped to the lows of October so he would look to buy more at these levels.  At some point oil will stabilize and then go up.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Unknown View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-11-27 $30.700

Very large company with good balance sheet, making large acquisitions and using equity offerings to finance it.  This is the only issue he has.  The things they have acquired have been very attractive.  There is a great deal of hedging.  He likes the assets and how they are executing.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
WEAK BUY CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2014-11-27 $25.760

You have to look at great companies because we don’t know where oil will go.  This is one of them.  They will have to rationalize their businesses and cut costs.  This may involve cutting the dividend. 

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Unknown View
BUY on WEAKNESS DH-T DH Corporation Market Call Tonight (BNN TV) 2014-11-27 $36.130

Very unique franchise here in Canada.  An acquisition moved them into the US.  They are now a technology company.  There is some great growth coming.  Does not think the dividend will go up as substantially as before.  They may have to do some more debt for acquisitions.  In the US the banking industry is more fragmented so their products are more beneficial to them.  Buy them on a pullback.  It will do well over the next few years.  They executed on what they promised to do.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Yes View
TOP PICK EFX-T Enerflex Ltd Market Call (BNN TV) 2014-11-27 $16.820

Was previously Nat Gas aligned.  Now they went through a bulking up of all types of energy systems.  Acquired AXIP in Latin America, which is a tremendous fit for them.  Back log is going up, distributions have to go up.

Martin Davies OIL & GAS BULLISH on OIL & GAS Yes View
BUY ERF-T Enerplus Corp Market Call (BNN TV) 2014-11-27 $15.090

Third Quarter was a joy.  Management changes and operational changes made a huge difference.  He is impressed with how good a job they did of reconfiguring their assets.  Should outperform its peers. 

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
DON'T BUY ESI-T Ensign Resource Service Group Market Call (BNN TV) 2014-11-27 $11.320

Well driller.  Basins in North America drive their business.  They live off most of the 2015 capital expenditure budgets that are now being drafted.  Contract drillers are swingier when it comes to sensitivity to capital expenditure swings.  That is why the stock is trading so low.  The balance sheet is another concern.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
DON'T BUY FCAU-N Fiat Chrysler Automobiles NV Market Call Tonight (BNN TV) 2014-11-27 $12.590

The guy at Fiat has done a good job.  He would buy F-N if you had to be in this industry.  It is a better company to own.  Better growth in the Asian market, and they have some really good products.  He does not like the industry as they have a lot of tail winds.  Unless Europe turns around you aren’t going to see the growth.  He doesn’t follow auto parts manufacturers that well, but they deal with everybody so it is not the same issues. 

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL No View
PAST TOP PICK FRU-T Freehold Royalties Market Call (BNN TV) 2014-11-27 $19.800

(Top Pick Jan 8/14, Down 2.41%) Not growing much, but it is replacing its production.  Distribution is very safe and conservative.  This is a lower risk income scenario. 

Martin Davies OIL & GAS BULLISH on OIL & GAS No View
TOP PICK GEI-T Gibson Energy Market Call (BNN TV) 2014-11-27 $29.760

(Top Pick Jan 8/14, Up 13%) Transportation division is producing at great rates and created new transportation hubs.  Great third quarter read.  They get a repeat star.

Martin Davies OIL & GAS BULLISH on OIL & GAS Yes View
BUY GOOGL-Q Google Market Call Tonight (BNN TV) 2014-11-27 $547.730

They have a monopoly on search.  That is key.  Everybody uses them.  Advertising revenue coming off of it is substantial.  If you have a long term view then this is a company that is going to execute well.  You are not paying a lot for them like social media type companies.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Yes View
BUY HSE-T Husky Energy Market Call (BNN TV) 2014-11-27 $24.880

It is too late to get out.  This is the time to do the analysis.  They have had a very careful turnaround under the current CEO.  Capital allocation has been very, very good.  They have created more free cash flow.  They also have some downstream assets that produce a great deal of extra profits that come from lower oil prices.  Upstream operations have been extremely beneficial.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
WEAK BUY IBN-N ICICI Bank Ltd. Market Call Tonight (BNN TV) 2014-11-27 $57.590

Should grow well over the next several years because it is in an emerging market.  It could be volatile, but has the potential for substantial growth as the market grows in India.  You have to be careful of the volatility, though.  Would prefer something more stable in Canada or the US.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Unknown View
BUY ING-N ING Groep NV Market Call Tonight (BNN TV) 2014-11-27 $14.540

They have split up their banking and insurance divisions.  Trades below book value, but has no dividend.  They cleaned up their balance sheet.  They are a safer company right now because they are in retail and commercial banking, although in Europe.  They are in a better situation than previously.  They are worth buying at these levels.  They passed all the stress tests.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL No View
STRONG BUY KEL-T Kelt Exploration Market Call (BNN TV) 2014-11-27 $8.250

Same management team that sold off a previous company and restarted.  Extraordinarily well financed.  They are going to repeat their success again.  The last company generated breathtaking rates of return/.  He likes the company.

Martin Davies OIL & GAS BULLISH on OIL & GAS Yes View
PAST TOP PICK MEQ-T Mainstreet Equity Corp Market Call Tonight (BNN TV) 2014-11-27 $40.000

(Top Pick Nov 7/13, Up 25.10%) It is a well run company.  They have rental assets in Calgary and Edmonton.  They are rental residential properties.  Lots of room for them to recapitalize at the right levels.  There is no dividend, but they feel they can reinvest the cash flow at better returns.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Yes View
TOP PICK MSFT-Q Microsoft Market Call Tonight (BNN TV) 2014-11-27 $47.750

(Top Pick Nov 7/13, Up 31.80%) They are not thinking they are competing with AAPL-O anymore.  The Surface has come out and it is an enterprise product.  Xbox is doing better and they have a good phone.  Incredible balance sheet and the change of management has helped them to refocus.  15 times earnings, 3% dividend, $27 billion in free cash flow, gross margins of 68%.  That’s what Microsoft is.  A great company from a balance sheet perspective.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Yes View
STRONG BUY PD-T Precision Drilling Market Call (BNN TV) 2014-11-27 $7.390

Global company.  Last year the company had an overhang related to a single shareholder selling their holding.  They broke their fleet up into three categories.  The oldest were sold and capital was re-deployed.  Saudi Arabia is drilling very aggressively and PD-T is there.  Excellent balance sheet.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
BUY PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2014-11-27 $40.950

We are going through some unusually large price changes now. Longer term, these types of companies are mid streamers, so the way basins have been reconfigured for new technology, means we have to rebuild many parts of the infrastructure in North America.  This company is participating in this huge build out in infrastructure.   It will last for many years to come.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
BUY PSI-T Pason Systems Inc. Market Call (BNN TV) 2014-11-27 $25.800

Oil service company specializing in taking information off the drilling operations.  They are extraordinarily good and price their services to be compelling.  They make remarkable margins.  They are expanding internationally.  Very cleaver team.  Excellent balance sheet and lots of cash.  Very conservative in how they pay out the distribution.  Excellent third quarter.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
BUY PSK-T PrairieSky Royalty Market Call (BNN TV) 2014-11-27 $34.900

They own royalties only.  Millions of acres are under their control.  They don’t have to put up any money to drill wells or process oil. They just take royalties right off the top.  Fits well into 50 year portfolios like life insurance companies have.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
TOP PICK QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2014-11-27 $72.260

13 times earnings.  They are facing some issues in China with royalties and they are in with an antitrust case and hopefully this will work out.  They are in the high growth area of the tech business.  Great roadmap for down the road.  8-10% revenue and earnings growth.  They are buying back shares and increasing their dividend soon.  They were hurt in the short term, but will benefit from it being solved further out.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Yes View
PAST TOP PICK RF-N Regions Financial Market Call Tonight (BNN TV) 2014-11-27 $10.140

(Top Pick Nov 7/13, Up 11.21%) Still likes it and owns it.  South-east US.  Moved sideways this year, but the opportunity will be next year.  An improving US economy helps this stock.  Opportunities for it to grow form here nicely.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Yes View
BUY SPE-T Spartan Energy Corp Market Call (BNN TV) 2014-11-27 $2.650

Recapitalization.  Same management team.  Sold off asset and are going ahead again.  They are now successful.  It is like a blank sheet of paper and lot of cash to go ahead.  Tremendous experience.  Very low debt to cash flow and lots of money to spend.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
BUY on WEAKNESS SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-11-27 $36.860

If oil gets knocked down even more, he would look to buy it.  This is a quality company and you need quality in this oil environment.  A well run company.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Yes View
SELL THI-T Tim Hortons Market Call Tonight (BNN TV) 2014-11-27 $94.500

You should just sell it now and move on.  They are being acquired by BKW-N.

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Unknown View
PAST TOP PICK TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-11-27 $38.000

(Top Pick Jan 8/14, Down 16.77%) Phenomenal growth rate.  Cost structure is amazing.  Not a lot of debt and lots of free cash flow.  Management team is remarkable.  It’s a buy at the 52 week low.  This is not for income, but for capital gains and with a longer term view.

Martin Davies OIL & GAS BULLISH on OIL & GAS Yes View
WATCH TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2014-11-27 $248.440

Done a great job of bringing the electric car to the market.  The collapse in oil does not help them.  The car costs $60-$80k and so the average person does not buy it.  If you want the world to move to this type of car you have to make it more affordable.  They may come out with a $35k car and if they sell those in volume they could do well. 

Paul Harris, CFA NORTH AMERICAN - LARGE & GLOBAL EQUITIES CAUTIOUS on OIL Unknown View
BUY VET-T Vermilion Energy Inc Market Call (BNN TV) 2014-11-27 $55.320

They are sensitive to Brent pricing.  The company’s balance sheet is in excellent shape.  They have a long term project in place in off shore Ireland.  It will produce cash flow at a very dramatic increase in 2015.  This has been known for a while, but when the stock goes down this is less valued.  Well managed and have an excellent allocation of capital.  The dividend is safe.

Martin Davies OIL & GAS BULLISH on OIL & GAS Unknown View
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
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