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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) 2014-04-24 $0.000

Markets.  We saw an inflexion point recently where fund managers are beginning to come back into this space.  There is a lot of US money coming in here.  He had been waiting a long time for this in this space.  He thinks there are upside scenarios for oil prices. The inventory picture changed through the year as it was the coldest year in a longtime.  In Canada it has almost reached crisis proportions.  The producers have a big job to do to refill those inventory levels by the beginning of the next heating season.  This is a better natural gas picture than we have seen for a long time.  He decided not to go headlong into the gas trade but to increase exposure to balance producers that have exposure to gas as well.

Mason Granger OIL & GAS BULL on OIL _N/A View
COMMENT AET.UN-T Argent Energy Trust Market Call (BNN TV) 2014-04-24 $0.000

Lots of turnover at the top.  They have not performed well and tacked a lot of debt onto the balance sheet.  There were concerns when the reserves came out and they cut the dividend.  Thinks they will get acquired.

Mason Granger OIL & GAS BULL on OIL Unknown View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-04-24 $0.000

Started out as an acquirer of oil sands leases.  They have migrated into light oil, but this has not wowed anyone.  They are looking for conclusion to these oil sands plays.  Doesn’t plan to buy.

Mason Granger OIL & GAS BULL on OIL No View
TOP PICK BNE-T Bonterra Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

Preeminent dividend paying light oil stock in Western Canada.  The best capital allocator in Western Canada.  You can expect ongoing dividend increases and production per share growth.

Mason Granger OIL & GAS BULL on OIL Yes View
TOP PICK BNK-T Bankers Petroleum Market Call (BNN TV) 2014-04-24 $0.000

A top holding for a number of years.  Have done exceptionally well recently.  Pretty impressive quarter on quarter production growth.  Work on a port to plan for the future growth of the company.  NAV is $8.15 so ti is undervalued.

Mason Granger OIL & GAS BULL on OIL Yes View
BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

Struggled over the last couple of years with low gas prices.  They own a lot of their infrastructure and have a commanding presence in plays that have great economics.  Thinks they are through the worst of it. 

Mason Granger OIL & GAS BULL on OIL No View
BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

A core holding.  Benefits form an improving picture for heavy oil.  An recent acquisition was accretive and allowed an increase in the dividend.  Likes what they are doing and has confidence in the management.  A solid 5 year plan for developing their resource base.  An excellent track record.

Mason Granger OIL & GAS BULL on OIL Yes View
TOP PICK BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-04-24 $0.000

Thinks there is upside form here.  Hard to find a stock with this kind of valuation with 30% per share production growth.  Execution of the company has been excellent.

Mason Granger OIL & GAS BULL on OIL Yes View
DON'T BUY CLL-T Connacher Oil and Gas Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Absolute disaster building oil sands facility with debt.

Mason Granger OIL & GAS BULL on OIL Unknown View
BUY CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-04-24 $0.000

One of the few large cap stocks he owns.  Likes the free cash flow generating ability of their natural gas assets.  They recently did an acquisition that has fee simple lands, as opposed to crown lands.  The own the mineral rights under the ground.  They could let another company operate on it and get the royalty income from their operations right off the top.  You could see a couple of bucks from this.

Mason Granger OIL & GAS BULL on OIL Unknown View
DON'T BUY COS-T Canadian Oil Sands Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Pure play exposure to operations problems at an upgrader.  Modest dividend yield and growth expectations only.

Mason Granger OIL & GAS BULL on OIL No View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

(Top Pick May 21/13, Up 24.22% total return) Dividend is sustainable at 7%.  A rock solid balance sheet.  Have a program of acquiring light oil assets and building inventory.

Mason Granger OIL & GAS BULL on OIL Yes View
BUY CQE-T Cequence Energy Ltd. Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Pure play on gas.  87 sections of Montney.

Mason Granger OIL & GAS BULL on OIL No View
BUY CR-T Crew Energy Inc. Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Could be the preeminent player in the Natural Gas space.

Mason Granger OIL & GAS BULL on OIL No View
WATCH ECA-T Encana Corp Market Call (BNN TV) 2014-04-24 $0.000

[Caller Asked About a Spin Off not yet trading] Prefers to buy the IPO.  Encana is being brought into a focus on 5 plays.  Part of this is spinning out of this entity that they call Prairie Sky.  They want to build a company where they bring in companies that get royalty.  It all comes down to the pricing of this IPO.

Mason Granger OIL & GAS BULL on OIL Unknown View
COMMENT ERF-T Enerplus Corp Market Call (BNN TV) 2014-04-24 $0.000

Doesn’t know how receptive they would be to increasing the dividend until they are confident higher gas prices are here to stay.  It comes down the durability of the recovery in gas.

Mason Granger OIL & GAS BULL on OIL No View
PAST TOP PICK FRC-T Canyon Services Group Market Call (BNN TV) 2014-04-24 $0.000

(Top Pick May 21/13, Up 41.79%) Fourth largest pressure pumping fleet.  There will be a large increase in demand because gas has recovered somewhat. 

Mason Granger OIL & GAS BULL on OIL Yes View
COMMENT FRU-T Freehold Royalties Market Call (BNN TV) 2014-04-24 $0.000

There are very few royalty based oil companies in Canada.  Their 12-14 times multiple is where Prairie Sky will likely price out.  Thinks a successful IPO of Prairie Sky would be a significant tailwind for FRU.

Mason Granger OIL & GAS BULL on OIL Unknown View
SELL PMT-T Perpetual Energy Market Call (BNN TV) 2014-04-24 $0.000

Holding depends on your outlook for natural gas.  If the rally on Nat Gas is durable and if we have a hot summer and may not be able to build inventory levels.  They are heavily leveraged to Nat Gas prices. 

Mason Granger OIL & GAS BULL on OIL Unknown View
BUY PNE-X Pine Cliff Energy Market Call (BNN TV) 2014-04-24 $0.000

This is one of the best ways to invest in a pure play in Gas.  It is one of his larger holdings in the portfolio.  Thinks this is a counter cyclical company.  They are a very shrewd acquirer of businesses.  Would buy more on a pullback.

Mason Granger OIL & GAS BULL on OIL Yes View
DON'T BUY PPY-T Painted Pony Petroleum Market Call (BNN TV) 2014-04-24 $0.000

Not a balanced production profile.  You would be owning it for a contiguous block of Montney with pipeline access.  Ultimately if LNG gets up and running this will be a very coveted asset.

Mason Granger OIL & GAS BULL on OIL No View
DON'T BUY PWT-T Penn West Petroleum Market Call (BNN TV) 2014-04-24 $0.000

Not one he plans to own.  A company in significant transition.  He doesn’t need to be involved in this and will take a look at the finished product with they are done.

Mason Granger OIL & GAS BULL on OIL No View
BUY RMP-T RMP Energy Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Regrets not buying it.  Likes what they are doing.  Significant cash flow growth going into next year.  Cheap stock.

Mason Granger OIL & GAS BULL on OIL No View
BUY RRX-T Raging River Exploration Market Call (BNN TV) 2014-04-24 $0.000

You can expect upward revisions to guidance.  The story is simple.  South West Saskatchewan, Viking oil.  Thinks they will give serious consideration to a dividend model, or to sell the company after a year or two.

Mason Granger OIL & GAS BULL on OIL Unknown View
PAST TOP PICK SGY-T Surge Energy Inc Market Call (BNN TV) 2014-04-24 $0.000

(Top Pick May 21/13, Up 54.61%) Growing a playbook of success and increasing the dividend over time.  Manageable debt on the balance sheet.  Marking a clear course to be the preeminent medium light oil dividend payer in Canada.

Mason Granger OIL & GAS BULL on OIL Yes View
STRONG BUY SPE-X Spartan Energy Corp Market Call (BNN TV) 2014-04-24 $0.000

This is the third iteration for the team.  They now have the confidence of the market and will be a consolidator in the industry in this area.  This is a two year investment for him.  Thinks they can do 30% per share growth.  He thinks they will beat this number.

Mason Granger OIL & GAS BULL on OIL Unknown View
DON'T BUY STP-T Southern Pacific Resource Market Call (BNN TV) 2014-04-24 $0.000

They were having significant reservoirs issues.  In a very precarious position where there are very few options at their disposal. 

Mason Granger OIL & GAS BULL on OIL No View
WEAK BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2014-04-24 $0.000

It looks like you will get a break-out.  Likes the oil focus and their practice of returning capital to shareholders.  They are making a lot of the right names.  Prefers TOU-T

Mason Granger OIL & GAS BULL on OIL No View
BUY TBE-T Twin Butte Energy Market Call (BNN TV) 2014-04-24 $0.000

It is a small cap stock and there is a greater risk of miss-steps.  As the company evolves, difficulties with1 or 2 or 5 wells will not affect quarterly results.  A recent acquisition made their payout more sustainable.  He likes the prospects of the company going forward.

Mason Granger OIL & GAS BULL on OIL Unknown View
DON'T BUY TLM-T Talisman Energy Market Call (BNN TV) 2014-04-24 $0.000

We’ve seen a continual turnover of management.  It is continually restructuring.  He has stayed away from it.

Mason Granger OIL & GAS BULL on OIL Unknown View
HOLD TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Best exposure to bat gas.  Great management team.

Mason Granger OIL & GAS BULL on OIL No View
BUY VET-T Vermilion Energy Inc Market Call (BNN TV) 2014-04-24 $0.000

(Market Call Minute) Core holding.  Put it away and it will make you money.

Mason Granger OIL & GAS BULL on OIL Unknown View
STRONG BUY WCP-T Whitecap Resources Market Call (BNN TV) 2014-04-24 $0.000

Have done a great job.  Proven management.  Is a top, core holding.  Done a great job of assembling the assets you want in a dividend payer.    Market does not fully grasp the upside potential of a recent acquisition.  He has no reservations recommending this.

Mason Granger OIL & GAS BULL on OIL Yes View
PAST TOP PICK 5013-JP Yushiro Chemical Market Call (BNN TV) 2014-04-23 $0.000

(A Top Pick April 30/13. Up 10.36%.) At the current share price, it is basically selling for its net cash and half of its net cash plus Accounts Receivable so you are getting this electronics company basically for free. This company has huge upside and has just barely started to move.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
TOP PICK 5975 Tokyo Topre Corporation Market Call (BNN TV) 2014-04-23 $0.000

Tokyo exchange so we don't track.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
DON'T BUY 6752-TO Panasonic Corp Market Call (BNN TV) 2014-04-23 $7.240

They are suffering from the same things that Sony is, that is they are totally out of touch with consumer tastes. This remains a huge issue for some of these companies. Earnings are going to improve simply because of the depreciation of the yen, but the reality is that there are serious problems with their model and their products and they require a massive overhaul.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT 6804-JP Hosiden Corp Market Call (BNN TV) 2014-04-23 $0.000

A net cash story. How can you not like a company where you are getting, for a fraction, an underlying company? This one offers huge upside. Earnings are poised to take off again.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.020

Markets. Stock markets have had a great run in the last couple of years. This is not just due to corporate earnings, but is also due to price/earnings inflation. Valuations are simply more expensive. With the prospect of interest rates rising at some point and if the Fed tapering continues, that will put pressure on some equity prices. Also, corporate earnings have been somewhat disappointing for some of the large mega international multinational companies. His equity fund is about 30% cash because he is having trouble finding good things to buy. He still finds value in Japan, but a lot of the companies have moved up quite substantially. Also, seeing value in European financials.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.020

Interest Rates. The 10 year bond yield rose after Ben Bernanke’s famous comment last June. Since then, the reserve board has done everything it can to ensure and talk investors into believing rates will remain low. 10 year bond yields have actually declined in the US to about 2.5% so investors have become quite comfortable for the next 2-3 years. They believe interest rates will stay low so ETFs like SPDR Barclays High-Yield (JNK-N) and iShares Hi Yield Corp Bond (HYG-N) ETFs have come back up again as people begin to feel they are not going to suffer any capital losses. This is the same with preferred shares.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.020

Convertible bonds. What is your best suggestion in the five-year maturity range with reasonable yield and liquidity? After the massive run-up in equity markets, he can’t find any value in convertible bonds. Anything decent is trading at a huge premium because share prices have risen up, therefore yields are extremely low. He does not find this area attractive at all at the present time.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-23 $0.020

Markets.  It is rare that we see buying in favour of selling 2:1.  It means there is a good move ahead for the markets.  We did a sprint, the market is consolidating and then it should move higher over the next few months.  He has a diversified portfolio.  Looks for earnings growth on an accelerating basis.  Mid caps are most attractive to him because of his analysis method.  Early stage equities are giving up some strength to the later stage equities. 

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET _N/A View
PAST TOP PICK AA-N Alcoa Market Call (BNN TV) 2014-04-23 $13.630

(A Top Pick April 30/13. Up 60.91%.) Feels that this is just on the cusp. After aluminum companies have shut in a lot of high cost aluminum, supply is declining somewhat and demand is poised to take off in the next couple of years because of US auto demand is rising. To him, their peak earnings will be $2.50-$3 a share. In the past, when earnings have been at this level, this has been a $30 stock.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
PAST TOP PICK AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-04-23 $7.700

(Top Pick Oct 16/13, Up 54.31%) He doesn’t like airlines for the long term, but their earnings were ramping up late last year and this year.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET No View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-04-23 $62.020

(Top Pick Oct 16/13, Up 61.98%) 33 dealerships of 3400 in Canada.  This is their potential clientele.  Ford is one dealership that they do not have.  Just made inroads into GM.  Many of the owners are looking for an exit strategy.  You could see someone else start this, but they have to be an auto dealership now.  The other thing is access to capital.  ACQ has that.  Every time they make an acquisition, they are accretive.  The only thing to worry about is if auto sales start to slow down.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET Yes View
TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-04-23 $62.020

Are buying dealership after dealership. Biggest problem is if auto sales slow down. With the currency, it would be hard for a private owner to compete with them when it comes time to buy a dealership.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Yes View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-04-23 $30.730

Always had thought it was a lousy business, low margin convenience stores, but this one has done an absolutely outstanding job. The only successful Canadian retailer that has been successful in the US. Earnings keep driving higher. He could never buy it at the valuation it is trading at, but kudos to management.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-04-23 $30.730

(Top Pick Oct 16/13, Up 33.32%) The founder stepped down.  It is a growth by acquisition story and there are always questions as to whether they can pull off the next one.  Management has a great track record.  There is still room to go.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET No View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2014-04-23 $16.370

All of the earnings for the US banks are showing 2 things. On one side, all the big money center banks like this one, are showing some increased earnings, but the reason, in part, is that they are taking out reserves for bad loans. The economy has improved and now they are unwinding those reserves. It is not really core earnings improvement. They are also suffering from the new rules that will apply to their use of capital. He is somewhat neutral on these banks and prefers the European ones, which look a lot cheaper.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
COMMENT BP-N BP PLC Market Call (BNN TV) 2014-04-23 $48.810

This is probably the cheapest of the major oil/gas companies still suffering under the shadow of the Macondo spill. About a quarter of their production is in Russia, which is always a risk. The healthy dividend is rock solid. Focused solely now on driving shareholder value so there will probably be share buybacks and dividend increases. Trading at a very cheap valuation.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
WATCH CEU-T Canadian Energy Services & Technology Market Call Tonight (BNN TV) 2014-04-23 $31.410

Ranks well in his process.  He might take a look at it in the summer.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET Unknown View
HOLD CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2014-04-23 $95.650

You can’t go too wrong with banks over the long term.  This is a solid business, although they don’t have the capital markets that others have.  A good hold with nice dividend yield and some growth.  He holds no banks.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET No View
BUY on WEAKNESS CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-04-23 $44.420

Thought there would be some upside when he was on in October.  The numbers they are producing are better and he thinks they will produce higher and that the stock will also go a little higher.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET Unknown View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2014-04-23 $23.500

This is a value manager’s dream because Wall Street hates this company. All analysts have downgraded it. When he looks at it, he sees a company with about 30% of the market cap in net cash. Earnings will have flattened this year at around $1.95-$2 level. This company remains #1 in the world in all of their businesses. Have tremendous scale. Great management team. Earnings are poised to rebound in 2015, partly due to just general tech spending increases especially in their area. Yield of 3.25%.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
DON'T BUY CTB-N Cooper Tire & Rubber Market Call (BNN TV) 2014-04-23 $25.430

In the replacement tire business so are not selling tires to car manufacturers, but to garages, etc. They were involved for a while in a takeover bid that didn’t pan out. Not a great business really. Earnings should be fairly stable for the next couple of years, but there is not enough upside for him.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
TOP PICK CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2014-04-23 $23.490

Continue to be a growth by acquisition story.  Buy drugs that are just coming off patent.  Have a similar structure to Valiant. 

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET Yes View
COMMENT DCI-T DirectCash Payments Inc Market Call Tonight (BNN TV) 2014-04-23 $14.500

He compares them to DH-T.  This has a strong management team.  Could be an interesting time to enter if you are a value investor.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET Unknown View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2014-04-23 $90.700

A great Canadian retailer that has been wildly successful. Management has done a fantastic job in exploiting this niche and building its business. This is reflected in the share price and he can’t buy anything like this that is trading over 20X earnings.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
HOLD E-T Enterprise Group Market Call Tonight (BNN TV) 2014-04-23 $1.080

Has held in the past, but not now.  They are growth by acquisition and by being the right service sector.  If LNG and Nat Gas boom continues then numbers will start to get higher.  Petrowest jumps at him a little more – it screens better.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET Unknown View
SELL EFN-T Element Financial Market Call Tonight (BNN TV) 2014-04-23 $13.840

Recently sold it because of the ranking in his model.  Another growth by acquisition story. 

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET Unknown View
WATCH EIF-T Exchange Income Market Call Tonight (BNN TV) 2014-04-23 $19.380

Held in the past.  Exited when they had issues around the cell tower company and that issue has been overhanging them for some time.  Dividend is safe.  As soon as numbers improve he would be in.

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET No View
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