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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 Berman's Call 2014-07-28 $0.020

Markets.  Earnings season has been very, very good.  Looking at the next couple of years, now analyst’s estimates are pretty optimistic.  The trend line in interest rates is still pretty much in place.  We are in a liquidity trap were economies are recovering, but it is because interest rates are incredibly low.  The markets have responded and that is the more important factor.  Equities are the best place to be, driven by earnings.  Stocks that are linked to the oil sands are starting to do better.  In the short term they should have a slight correction, however. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

Financial Stocks.  The ZEB-T rallied about 5-6% past week.  Analyst forecasts for next year are the same as where the banks are now.  They might revise earnings estimates or the earnings are all built in to the bank stocks.  If you are going into banks now, then ZEB-T is the best way to play because of the covered calls.  But he sold Canadian banks last week to move into the US.  He thinks they are a little stretched here.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN No View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

All the short term bond ladders are good in his opinion.  They are not without risk, if interest rates start to go up.  They mitigate only some of the risk.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

Canadian Railways.  They have gone parabolic and for him very hard to invest in, knowing that at some point you will get a correction.  He needs to see a test of support or a test of a longer term moving average.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

Education Segment.  Earnings.  Large caps are hanging in relative to small caps because if we look at sectors on a share weighted basis, the large caps are generally driving more of the earnings and earnings growth.  The R-2000 is flat on the year while the S&P has gone up.  Energy and health care have been big movers.  Industrials make good sense.  IT has had a big boost.  Trailing EPS should be $119.52 at end of year.  2015 and 16 will be 11% higher each year.  He thinks you should continue to buy the dips.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-28 $0.020

Markets.  Geopolitical situations could go haywire any time now around the world.  R-2000 has taken a hit.  There are comments about the poor quality of lending in the US.  But he doesn’t see anything going very wrong at this point.  It is essential that the republicans recapture the house in the US.  Then people and companies will start spending.  We had a period of tremendous cost cutting in US corporations.  If the economic recovery continues you can see some tremendous upside on corporate earnings.  There is potentially some tremendous upside.  He is finding value here and there.  Stock markets are not terribly overly valued. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-28 $0.020

Companies borrowing to buy back shares.  He disapproves of buy backs, preferring dividends.  Share buy backs have a short term effect, but it does artificially inflate earnings.  Interest rates ticking higher could really affect profits in this case.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-28 $0.020

Markets. As a value investor, it is hard to find value in this market, and it is getting harder. We’ve had a fairly good equity market for the last few years. This year in particular, Canada is already up on a total return basis of 15% or so, and the US is up over 8%, and it is getting a bit stretched. At this point in time, it is sort of prudent to have a little bit of cash on the side, which you can treat as an option or a little bit of protection. If there should be a setback, which would give a good opportunity to step in. Wouldn’t be surprised if we had a correction somewhere along here. It never hurts to take profits when you got them, so when balancing your asset mix, you can hold the cash on the sidelines so that you can step in again if an opportunity arises.

Michael Sprung CANADIAN UNKNOWN _N/A View
COMMENT AET.UN-T Argent Energy Trust Market Call Tonight (BNN TV) 2014-07-28 $2.820

This along with Eagle Energy Trust (EGL.UN-T) and Parallel Energy Trust (PLT.UN-T) are Canadian trusts that have operations in the US, mostly in Texas. This one and Parallel had big stumbles lately which pulled down Eagle a little. People are concerned a little bit about the dividends in all 3 cases. Yield of 8.5%.

Michael Sprung CANADIAN UNKNOWN No View
BUY AGT-T Alliance Grain Traders Inc. Market Call Tonight (BNN TV) 2014-07-28 $21.550

Had a fairly good run, but would still buy it. As they get more and more into ingredients, rather than just the pulses, it is certainly broadening their markets. Have a new line in North Dakota, and are talking about adding a 2nd line to that production facility. Situated pretty well on a global basis between operations in North America and Turkey, etc. Trading at about 12.5X earnings, which is not terribly rich.

Michael Sprung CANADIAN UNKNOWN Yes View
WAIT BA-T Bell Aliant Market Call (BNN TV) 2014-07-28 $31.100

Wait for the takeover to complete before selling.  Being acquired allows BCE to increase their dividend.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-07-28 $3.610

Even though it is selling at a low price, he has no plans on owning this. The disappointment in the C series makes you question whether there have been too many delays, is it too late and are other competitors producing now so that the C series is not going to achieve the level of success that they had hoped for. On the mass transit side, margins are going to be under pressure. Feels this could stay at low levels for some period of time.

Michael Sprung CANADIAN UNKNOWN No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-07-28 $73.800

There has been an appreciation in all of the banks.

Michael Sprung CANADIAN UNKNOWN Yes View
BUY BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2014-07-28 $22.620

Moved from Brookfield Office to this. Probably a reasonable thing to do. Property is certainly a good area to be exposed to at this time. The REIT side of the market is mainly going to be supported by yield from here on in, but yields are not too bad. This one has always been a very, very well-managed company. This is something you could invest in for the long term.

Michael Sprung CANADIAN UNKNOWN Unknown View
TOP PICK CAE-T CAE Inc Market Call Tonight (BNN TV) 2014-07-28 $14.110

Recently announced about $120 million in new training contracts. They also announced about $110 million for the military side in New Zealand. They continue to gain new business, whether military or civil space. Yield of 1.7%.

Michael Sprung CANADIAN UNKNOWN Yes View
WATCH CCO-T Cameco Corporation Market Call (BNN TV) 2014-07-28 $22.570

Probably not a buy here.  Signed a deal with China for a couple of reactors.  Uranium is still in the doldrums.  A dismal record in terms of operations.  Hold it, but don’t buy it.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
TOP PICK CEF.A-T Central Fund of Canada Ltd (A) Market Call (BNN TV) 2014-07-28 $15.330

(Top Pick Jul 22/13, Down 0.19%) You could see a bounce back up to $1360-$1420 for gold, depending on geopolitical events.  Gold could have this short term pop of 5-10% and it will increase long term as well due to Indian demographics among other factors.  He will hold it for fundamental reasons.  They are not finding as much gold any more.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK CFP-T Canfor Corp Market Call (BNN TV) 2014-07-28 $23.010

(Top Pick Jul 22/13, Up 29.60%) Sold it when things got dicey in the housing market.  Now it is on his potential buy list for re-entry.  $22 would be a good entry point, but he hopes to get it cheaper.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
DON'T BUY CLS-T Celestica Inc Berman's Call 2014-07-28 $11.860

Not a name he has looked at in the long time.  We are going through a correction like a lot of tech stocks.  There is a lot of support around $10.40 from the beginning of the year.  If it goes much below that it could be very damaging. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN Unknown View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2014-07-28 $100.950

When could it split?  Splits are not important.  Only helps if there is a dividend increase.  They usually split around this level.  You won’t get into trouble, but he would like to see the results of the search for an executive member.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2014-07-28 $100.950

(A Top Pick July 22/13. Up 35.99%.) At over $100, he figures a split is going to have to come. Banks like to be available to the general investing public, as well as to institutional investors. Sells at one of the lower multiples.

Michael Sprung CANADIAN UNKNOWN Yes View
BUY CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-07-28 $48.150

One of his favourite stocks.  He is kicking himself for not having bought in.  In the next 12-18 months with a pipeline expansion, you are talking about a million more barrels of throughput.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
DON'T BUY CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-07-28 $48.150

Among the seniors of the oil/gas producers and have a huge following. Has always been extremely well-managed. Lately this has had a very, very good run. Wouldn’t be jumping in at these levels.

Michael Sprung CANADIAN UNKNOWN No View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-07-28 $73.870

Made a good profit on the rails, but bailed out long before their latest profits. If he were comparing this with Canadian Pacific (CP-T) today on a valuation perspective, he would certainly own this one. It is a more profitable company with a lower operating ratio. A much bigger company in terms of revenues. Rails are currently trading at 20X earnings, and he would have to see a fairly significant correction of 25% or more, before he was interested.

Michael Sprung CANADIAN UNKNOWN No View
BUY on WEAKNESS CP-T Canadian Pacific Rail Market Call (BNN TV) 2014-07-28 $208.100

Owns CNR-T.  Both rails are priced for perfection.  Will enjoy further earnings growth as the economy continues to improve.  He would not rush in right here.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-07-28 $44.780

The oil and gas companies will be facing the tax man as tax pools run out.  But CPG-T is nowhere near that point.  They are aggressive in acquiring company’s land.  They are perfecting water flood secondary recovery. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
BUY DIS-N Walt Disney Market Call (BNN TV) 2014-07-28 $87.150

Likes it.  If we are right about the rising US economy, DIS-N will continue to enjoy increasing spending by patrons. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
TOP PICK ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-07-28 $23.850

(A Top Pick July 22/13. Up 35.2%.) Management has surfaced value with their spin out of PrairieSky (PSK-T), sold Big Horn and acquired some property in Eagle Ford. Becoming much more exposed to liquids than to natural gas. Have done some extremely smart things with their asset base, as well as making some very strategic acquisitions. Good cash position of about $2.7 billion. Still has a long ways to go.

Michael Sprung CANADIAN UNKNOWN Yes View
TOP PICK ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2014-07-28 $13.750

Just announced they were buying the consumer’s services division from Direct Energy, which now gives them direct access to consumers in Ontario. Largely involved with water heaters as well as running a sub-metering business. He estimates capitalization of the company is going to go from around $800 million to $1.1-$1.2 billion. This is a very accretive acquisition to cash flow, and he estimates it is going to be 22%-25%. This puts out the potential for dividend increases down the road. Dividend yield of 5.27%.

Michael Sprung CANADIAN UNKNOWN Yes View
HOLD EFN-T Element Financial Berman's Call 2014-07-28 $14.390

A leasing based company and typically it is the slope of the yield curve that drives earnings.  It is pretty well managed and there is a steep yield curve, so they will generate pretty good profitability and growth for a while.  If we see a flattening of the yield curve, then it would not be good.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN Unknown View
COMMENT FFH-T Fairfax Financial Market Call Tonight (BNN TV) 2014-07-28 $509.170

Have a lot of respect for Prem Watsa and this company. He is certainly a value oriented investor. This is an insurance company, so he would really like to see them have a better combined ratio. The lines of insurance they are participating in can be quite volatile. If you are a very long-term investor, you could consider stepping in. Well-managed. Dividend yield of about 2%.

Michael Sprung CANADIAN UNKNOWN No View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2014-07-28 $33.270

Very well-run utility and is well-positioned. Their earnings are growing, and they seem to be on the right track. Has a nice yield. Their recent deal in the US is very much a transformational deal for them. It almost doubles their size, and opens up a whole new market to them.

Michael Sprung CANADIAN UNKNOWN Yes View
PAST TOP PICK IPL-T Inter Pipeline Market Call (BNN TV) 2014-07-28 $34.490

(Top Pick Jul 22/13, Up 61.22%) Valuations are stretched on all four major pipeline companies.  They spent a lot on infrastructure and now there is increased capacity.  It stays a core holding.  It is an attractive entry point for a 3-5 year holding.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
BUY on WEAKNESS KEY-T Keyera Corp Berman's Call 2014-07-28 $83.040

The multiple on this stock is pretty high, but they are well positioned.  The revenue growth estimate on this one is still pretty high.  If you draw a line across the highs, we are at a point where we could see it start to pull back down to $70.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN Unknown View
HOLD LUN-T Lundin Mining Corp. Market Call (BNN TV) 2014-07-28 $6.410

Hold based on the turn on base metals.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2014-07-28 $22.070

Stock vs. Stock.  MFC-T vs PWF-T.  He likes both and holds neither.  His preference is MFC-T at this point, but insurance companies could be impacted by interest rates staying low for a long time.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
TOP PICK PD-T Precision Drilling Market Call (BNN TV) 2014-07-28 $14.550

Likes the energy field.  Most modern and largest fleet in Western Canada.  Signed a deal with Schlumberger Ltd. (SLB-N) to round out the product offering.

$18 Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
HOLD PD-T Precision Drilling Market Call Tonight (BNN TV) 2014-07-28 $14.550

Very illustrative of what his position has been lately. Owned this for quite a long time and made a lot of money. Recently took some profits around current levels, trimming about half his position. Would have probably sold it all if he didn’t feel that it still had scope going forward. Still likes the company, and it will prosper going forward. If you own, consider taking profits. Recently announced an agreement with Schlumberger (SLB-N), which is going to open up some new markets for them.

Michael Sprung CANADIAN UNKNOWN Yes View
HOLD POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2014-07-28 $39.470

Potash inventories in North America are well below normal.  Hold it if you own it.  He has AGU-T

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
HOLD PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2014-07-28 $46.470

Stretched in terms of valuation.  To protect yourself from increases in interest rates, look for demonstrable ability to increase dividends, which this one has.  But this one has much more commodity exposure compared to the others.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT PWF-T Power Financial Corp Market Call (BNN TV) 2014-07-28 $35.080

Stock vs. Stock.  MFC-T vs PWR-T.  He likes both and holds neither.  His preference is MFC-T at this point.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
COMMENT PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2014-07-28 $35.080

Their biggest holding in Europe is a European bank, which had a part stumble recently. Also, have Great West Life (GWO-T). He would not be tempted to buy in at this level. If you can get it in the low $30’s, you would be getting a good deal. Thinks earnings are going to be in the neighbourhood of $3 this year, and maybe growing to $3.30 next year. ROE is around 14%. Trading at Fair Value.

Michael Sprung CANADIAN UNKNOWN Unknown View
STRONG BUY SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2014-07-28 $53.860

A favourite company.  A leading supplier of pipeline coatings.  A market leader.  He is very bullish on the company.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2014-07-28 $57.030

Has been in transition over the last couple of years. Feels all of the scandals they had, a couple of years ago are pretty much behind them. New CEO has done a very good job of weeding out that element of the company. Have been making great gains in getting contracts, particularly domestically. It is now priced at a point where it is probably close to 20X earnings and is selling at over 4X Book Value. On ROE, they are going to earn about $3 on a BV of $14, and this is a little bit rich.

Michael Sprung CANADIAN UNKNOWN Unknown View
PAST TOP PICK SOX-T Stuart Olson Inc Market Call Tonight (BNN TV) 2014-07-28 $9.870

(A Top Pick July 22/13. Up 12.51%.) He keeps hoping to see a bit more out of Churchill. This company got into a lot of trouble 3-4 years ago when a lot of their construction projects had huge cost overruns. Those have mostly run through the system, and lately their backlog has been building. There will be an improvement in margins as the new backlog works its way through the system,. Thinks we can still see some fairly significant capital appreciation on this company.

Michael Sprung CANADIAN UNKNOWN Yes View
WATCH SPM-T Scorpio Mining Corp. Market Call (BNN TV) 2014-07-28 $0.325

They are running into a roadblock with reserves declining.  They are working hard to get additional production.  Will probably get it sometime next year.  There is a risk of running out of ore, but management does not feel that will happen. 

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
WAIT T-T Telus Corp Market Call (BNN TV) 2014-07-28 $37.380

He avoids telecoms because of government confusion or interference.  Wait to see if we get a 4th national player.  If he owned one it would be this one.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY T-T Telus Corp Market Call Tonight (BNN TV) 2014-07-28 $37.380

He doesn’t have too much of a position in telecommunications. Going from the 3-year to the 2-year contracts has made it more expensive, and he thinks people are holding on to their phones a little longer. Also, when they do issue new phones, they now have to amortize them over a shorter period of time to recoup their costs. Revenues per person are being squeezed a little. Very competitive market. With the government wanting a 4th national competitor, that could really affect the market to some extent too. Too many uncertainties.

Michael Sprung CANADIAN UNKNOWN No View
WATCH TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-07-28 $25.790

It is at a price where it makes sense to re-purchase.  Should the met coal market recover then this one will do well.  There is a major shortage of zinc, which is one of the three main areas Teck is in.  Good balance sheet.  He is watching for an obvious catalyst.  The base metals market is basing.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
HOLD TD-T Toronto Dominion Market Call (BNN TV) 2014-07-28 $56.800

His favourite.  The market short term is overbought.  It is not a good time to buy this.  He might put money in if he had a 3 year time horizon.  Buy at a pullback.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-07-28 $56.800

There has been an appreciation in all of the banks. This one has deployed a lot of capital into the US, and he is not sure what the return on capital employed really is. Whether it is sufficient that the shareholders should be happy. He prefers Bank of Nova Scotia (BNS-T).

Michael Sprung CANADIAN UNKNOWN No View
HOLD TLM-T Talisman Energy Market Call (BNN TV) 2014-07-28 $11.720

Don’t buy on the speculation of a take-out.  He never owned it.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT TLM-T Talisman Energy Market Call Tonight (BNN TV) 2014-07-28 $11.720

Feels the parts are worth much more than what the current share price is reflecting. Management has changed over the last 2 years. They are more focused on nearer-term profitable ventures and selling off what they consider to be more extraneous assets. They have a target of selling about another $2 billion of assets. There are rumours that Repsol is coming in looking at the company, or possibly select assets. It hasn’t really participated with a lot of the other energy companies. He is hoping to see some capital gains from here.

Michael Sprung CANADIAN UNKNOWN Yes View
BUY TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2014-07-28 $13.820

It was too small for him to buy.  Given the sponsorship from pension plans, it is an interesting story.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
HOLD TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-07-28 $51.870

Kicking himself for not buying it.  A great story going forward.  No dividend.  He would like to see it pull back before buying any.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2014-07-28 $51.870

If yield is what you are looking for, this does not pay a dividend. However, it has had tremendous growth and is extremely well-managed. Has been watching this for some time, but on a valuation perspective, it is just a little bit more expensive than what he would like to see. If it were to pull back about 10%, he would very definitely be interested in it.

Michael Sprung CANADIAN UNKNOWN No View
BUY on WEAKNESS TRP-T Trans Canada Corp Berman's Call 2014-07-28 $55.820

A lot of political issues with keystone XL.  We have a spike up and so there is a potential for a pullback which is where you want to accumulate.  It’s hard for him to buy it after this breakout.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN Unknown View
HOLD V-N Visa Inc. Market Call (BNN TV) 2014-07-28 $214.220

He added it recently as new positions for clients.  He likes the story.  Hold on long term.  The second half of the US recovery will benefit this one.

Peter Brieger NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2014-07-28 $27.420

Generally the airlines have done extremely well over the last year or so. Doesn’t like participating in the airline industry. Thinks they will be squeezed a little by fuel costs, particularly in Ontario with their proposed tax on jet fuel. Airlines in general have extremely high capital costs and are extremely expensive to run. This is not an area that he would be jumping into.

Michael Sprung CANADIAN UNKNOWN No View
BUY WJX-T Wajax Corp Market Call Tonight (BNN TV) 2014-07-28 $35.170

Feels the market has been improving for them a little bit lately, with the increasing activity in oil/gas and some of the mining sectors. A cyclical company. Right now it is probably a good company to own. Management would be pretty determined to retain their dividend. Yield of 6.8%.

Michael Sprung CANADIAN UNKNOWN Unknown View
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