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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
  
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-28 $0.020

Resources. The rout has now gone on for so long and has been so destructive. He has to force himself to actually get positive, because all the news is so bad that the resource sector has the ability to reset and is starting to see levels where they should be starting to reset. Hard to find anybody that is positive in anything. It is still high quality that he looks for. He is trying to be positive on the sector, but it wouldn’t surprise him if the main 10 stocks still went down to a final capitulation. He is trying to model everything out 3 years from now, and is trying to survive to get there. The balance sheet and not having a lot of debt are the most important things.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-28 $0.020

Markets. We had 6 good years and a lot of stocks were getting expensive, so it was tougher to find names that were still trading reasonably cheap. With the correction, we are going to see a lot more opportunities over the next few months. Energy and materials is more of a trading situation right now and is in the process of finding a bottom. In the medium to long term, 2 or 3 years, he has no doubt that oil and natural gas prices will be higher. Even gold and metal prices will be higher. However, there is a process, because we are still in a transition where supplies need to be checked and the demand needs to be devolved, and that takes a little while. He is opportunistically looking for names that he likes, which he thinks can sustain at even these low prices. This down market is natural and gives a better opportunity to buy. He expects to be fully invested over the next few months and is looking for an upturn into the end of the year.

Jim Huang NORTH AMERICAN OPTIMISTIC _N/A View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2015-07-28 $1.420

In the last 48 hours, everything has been ripped through and getting so beaten up that he is trying to find what could come out of this. This is probably not where you want to go first. They have big construction. There is no real clarity on it. It still comes up with some question marks.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Unknown View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-07-28 $23.490

Had not been bullish on this company because it was expensive and possible competition coming in. Since then, the stock has been cut by half and he has been getting more interested in it. They are hydro-vac people with a lot of exposure to the US. What is holding the company back is clearly their energy exposure and he still needs to figure out how much downside there is. This is getting more interesting.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-07-28 $44.580

Smart management team. Proven executors. This is why they get a premium valuation. Not a cheap stock, but if you believe management will continue to discover opportunities to increase fee revenues going forward, it’s a good long term hold.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
HOLD BB-T BlackBerry Market Call Tonight (BNN TV) 2015-07-28 $10.070

In the last couple of years, they have had new management, a shifting of focus and new products. Product has been somewhat lacklustre. Their phones are decent, but they haven’t had huge upticks. It is hard to compete with others. The issue right now is their transition to software focus, but that will take time. The good thing about this company right now is that they have a lot of cash. This will be more of a trading stock between now and the next little while.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-07-28 $1.820

This is a company with 2 sides. Railway equipment and aerospace. They have been spending a lot of energy in developing their new C series airplanes. Raised money earlier this year to improve their financial position, and there has been a lot of dissension. They now have new management and a new sales force. The critical thing for the next 12 months is to get more orders for the C series. If they can get that going, he thinks the company can turn around. It’s a critical junction for the next 12-18 months.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
TOP PICK BLX-T Boralex Inc. Market Call (BNN TV) 2015-07-28 $13.680

Has great long-term contracts and a very steady cash flow. They seem to be incrementally adding 2%-4% value per year. He feels he can double his money every 10 years. Yield of 3.84%.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Yes View
COMMENT BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-07-28 $11.630

This had the misfortune of buying a US asset at the peak of the market. The assets they bought are good quality as are the ones they have in Canada. Capable management. The debt load is pretty high at 4X cash flow, which is uncomfortably high. If you believe oil prices will bounce back quickly, this might be one that you want to own right now.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
BUY on WEAKNESS CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-07-28 $166.880

One of the big players in the label space. Have done very well operationally and, equally as important, consolidating smaller companies in order to continue to expand. That has made them very successful over the last 5 years. Fully valued at this stage. This is a name you should own, but not one you should chase on any given day.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2015-07-28 $30.370

(A Top Pick Oct 23/14. Down 21.76%.) Had just bought a half position at that time, and has now bought the balance. If the market got another thumping, this is the one he would add to.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Yes View
WAIT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-07-28 $19.120

Leveraged to the oil price, which has come down to $47. They are pretty much 100% oil. Very good management team and good operators in good oil fields. The issue is with the dividend at around 12%, clearly unsustainable at the current price. He thinks a wise decision would be for them to cut the dividend. Wait for a cut in the dividend before buying.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
COMMENT CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2015-07-28 $103.170

The whole health/biotech sector has been extremely hot over the last year. Some analysts think this is the next bubble candidate. A consolidator and has been doing very well. Execution is good and they have been able to do accretive deals. If you want to invest in the sector, he would suggest you wait for a pullback.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT DD-N DuPont Market Call Tonight (BNN TV) 2015-07-28 $55.900

Just spun off their performance chemicals division and kept the more stable division of agriculture, etc. Performance has not done too well lately and there is no short term catalyst. A good company over the long-term and something you should consider owning, but not necessarily today.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-07-28 $118.460

This has been a big winner. It keeps surprising on the upside with one hit movie after another. A very well-run company. Not cheap, but they seem to continue to have the franchise to support that. A good company for the long-term. He sold his holdings too early.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
COMMENT DLTR-Q Dollar Tree Market Call Tonight (BNN TV) 2015-07-28 $78.140

A good operator of dollar stores in the US and recently purchased their rival Family Dollar, which has an entirely different strategy in the way they operate. Thinks it is a good acquisition and will take a little while to digest. In a slow economic environment, you see a lot of people shopping there, so the concern is that as the US economy picks up, it is less of an attraction. A good sector to be in, although some of the valuations are getting pretty full.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
COMMENT DML-T Denison Mines Corp Market Call (BNN TV) 2015-07-28 $0.590

He owns Cameco (CCO-T) instead. Uranium can and should get tight, but it is a very politicized market. The uranium story hasn’t flowed through yet, but it could. There is an awful lot of effort to turn this into a company that he would like to see developed. A neat little company that could do well, but uranium has to do well first.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
TOP PICK DRT-T DIRTT Environmental Solutions Market Call Tonight (BNN TV) 2015-07-28 $6.300

They have innovative 3-D design manufacturing ordering system for basically modular furniture, largely office, but expanding into healthcare, hotels, hospitality and even residential. They have a huge running room ahead of them. Not a cheap stock, but has checked back to below $7 and is looking very good. Thinks there is huge upside from here, given the growth rate that they have.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
COMMENT ECA-T Encana Corp Market Call (BNN TV) 2015-07-28 $9.830

Historically a great Canadian company and down 80% from its high. Because they were early to the whole shale gas situation, they ended up becoming “average”. That is fine, but now we have tons of gas and you really only make money if you are in the 1st quartile. He is looking for companies that are best in class. We really are in a nasty bear market in the commodities. He would go to the highest quality company first, such as Tourmaline (TOU-T) and Peyto (PEY-T).

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Unknown View
COMMENT ERF-T Enerplus Corp Market Call (BNN TV) 2015-07-28 $8.120

In this mid-cap energy space, it really seemed that at some point yesterday we had a bounce off, and he is really hopeful that yesterday was the bad day. These companies should probably not be paying a dividend right now, so it is within the realm of expectation that if oil slipped again, all these companies would cut their dividends to zero.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Unknown View
HOLD FCU-T Fission Uranium Corp. Market Call Tonight (BNN TV) 2015-07-28 $0.710

The merger with Denison (DML-T) is somewhat controversial. For  people that were in Fission, they would prefer it to be a clean take out at some point, because they have done a great job exploring and discovering resources and have 150 million pounds, more than enough for a larger company to come around and takes them. This is more a merger of equals, so it makes sense from that point of view. In the short term, it doesn’t bring any upside to this company’s shareholders.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
COMMENT FM-T First Quantum Minerals Market Call Tonight (BNN TV) 2015-07-28 $11.060

A preeminent copper company. To buy, you have to have a good copper price. Copper has been beaten up and could go lower still in the short term. They have some unique issues with their smelter and copper mines in Africa. Some issues with power and some issues with government. He prefers others in this environment. A great name if you think copper prices will go up.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
PAST TOP PICK GXE-T Gear Energy Market Call (BNN TV) 2015-07-28 $1.480

(A Top Pick Oct 23/14. Down 65.96%.) He did an analysis and felt they could make great returns at $60 oil. Sold his holdings in the 1st week of January. At this oil price, this company is really sitting on their hands. Still likes the company.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2015-07-28 $8.260

This is still slightly expensive. There is a great story in copper that it really gets tight in a couple of years from now. 90% of copper is still profitable, so it really needs to fall.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
PAST TOP PICK HD-N Home Depot Market Call Tonight (BNN TV) 2015-07-28 $114.840

(A Top Pick Sept 3/14. Up 31.02%.) The largest home-improvement retailer, and leveraged to the improving US housing market. We are less than half way through the whole recovery program and people want to fix up their houses. Housing is appreciating, so they are going to see more business. Stock is getting up so much that it is getting expensive.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
COMMENT KEL-T Kelt Exploration Market Call (BNN TV) 2015-07-28 $7.170

Really likes this company. One of the more successful management teams out there. Had owned this going into the selloff, but once the stock hit a certain price and the commodity was at a new level, he sold it. On his list of companies that are going to make it through and do well 3 years from now. Costs are slightly too high for him right now.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
COMMENT KEY-T Keyera Corp Market Call (BNN TV) 2015-07-28 $43.160

He really only wanted one stock in the pipeline space, and the decision was Inter Pipeline (IPL-T).  Keyera is still expensive. It has a great growth platform. If LNG is not built and there is too much gas, why do you really need this company?

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
TOP PICK LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2015-07-28 $12.900

China is making 800 million tons of steel a year, over 50% of the world’s production, but making it to sell to us. Nobody needs that much steel and they are trying to put our steel out of business. Iron ore has really come off and 30% of the world’s production is underwater, so production needs to be turned off. The commodity is now below the cost curve. The Cdn$ fixed costs knocks him onside. This company has no debt. They provide a high-quality product that has to go into steel mills in Europe. Dividend yield of 7.86%.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Yes View
BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-07-28 $69.540

He likes this as a company and he likes autos as a sector. Auto sales are quite robust and possibly somewhat frothy and possibly getting to a peak level. However, this company continues to execute. They recently bought a company in Germany. Cost was a little high, but given the good exposure to China, in 5 years that will be a good thing.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
BUY NXE-X NexGen Energy Market Call Tonight (BNN TV) 2015-07-28 $0.700

Likes the uranium sector and feels the uranium price is at a low point. With the restarting of Japanese reactors, you are going to see an uptick in the next while. Expects it will go from mid $30 to mid $60 in the next couple of years. This has been the latest exploration company that has very good results. Theirs is really more of an extension of the Fission’s (FCU-T) play going east. Have been having a lot of success lately.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
COMMENT PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2015-07-28 $1.030

A very aggressive consolidator of healthcare services in the US. Have done a great job of buying up a lot of small mom-and-pop operators and consolidated them. The whole idea is to achieve synergies by cross-selling services. The trick is to continue the pace of consolidation and they have been doing a good job up until this point. You cannot justify a name like this based on what they have done, but you have to assume they continue the pace of buying up things and consolidating. If that pace slows down for any reason, you’ll see volatility like there was today. Not for the faint of heart.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
COMMENT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-07-28 $35.350

When the commodity collapses, and the industry can withhold supply, it is really hard to figure it out. This has begotten a premium, because it is able to be a lot more monopoly than it is a commodity business. He can’t really figure out what the long-term price of potash is. Just too expensive for him.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
COMMENT PSK-T PrairieSky Royalty Market Call (BNN TV) 2015-07-28 $26.680

A tricky company to assess, because there are all sorts of little things they can do. A royalty company, so they don’t really drill the wells. If the commodity situation is really bad and nobody drills wells and you are in a decline curve, your production goes down and there is nothing you can do about it. This company is still too expensive.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
DON'T BUY RMP-T RMP Energy Market Call (BNN TV) 2015-07-28 $1.700

A decent little company at the right oil price. At this oil price, it is very, very difficult. He likes the stability of a bigger company. A possibility would be Bonavista (BNP-T).

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
PAST TOP PICK ROG-X Roxgold Inc Market Call (BNN TV) 2015-07-28 $0.650

(A Top Pick Oct 23/14. Down 12.86%.) This is going into production in Burkina Faso in the next 12 months. It was a way of having a gold investment when the gold market was on fire. A sort of way of hiding and playing defence and not lose money. Very low CapX costs and operating costs.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Yes View
COMMENT RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2015-07-28 $7.320

A very well-run company and have been very conscientious in maintaining a good balance sheet. Asset base is low decline and largely not in Alberta. The biggest opportunity in this downturn is to buy assets cheap, and they are clearly positioned to do that. This is self-sustaining at even $50 oil. Thinks this company will do very well in this market.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
COMMENT RUS-T Russel Metals Market Call (BNN TV) 2015-07-28 $18.350

Feels like this company gets caught up in steel prices and China. This is really a throughput business, a really neat company. They warehouse and distribute steel in mid-tier US cities. As long as steel is selling, they make their margins. It should be consistent over long periods of time. He hasn’t figured out the right price to get this at, but it is pretty close.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
BUY RY-T Royal Bank Market Call Tonight (BNN TV) 2015-07-28 $73.620

The banking sector is an oligopoly in Canada, and is doing very well overall. Lately performance has been somewhat lacklustre because of the concern of the overall general Canadian economy, partly oil prices and partly because we are seeing a near technical recession. There is some concern about the near term growth and near term loan losses, but if you look beyond 12-18 months, all these names should be accumulated.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
COMMENT S-T Sherritt International Corp. Market Call (BNN TV) 2015-07-28 $1.350

Just hit a record low. They had a change of management and he is not up to speed on the reasons. Between the nickel situation in Cuba and Madagascar, it is just too scary. Madagascar hasn’t gotten up to speed quite as fast as it needs to. There is a huge amount of debt. Way too difficult for him to figure out.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
PAST TOP PICK S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2015-07-28 $1.350

(A Top Pick Sept 3/14. Down 67.82%.) The story is that they are building the big mine in Madagascar. They built the mine expecting nickel prices were going to go up. That was working for a while, but then China slowed down greater than had been expected. They also have a lot of debt. A bit of a dicey situation right now. Sold his holdings at a loss.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
TOP PICK SU-T Suncor Energy Inc Market Call (BNN TV) 2015-07-28 $33.180

If oil goes down and the Cdn$ drops, it is not horrible but you have to have low cost structure. They have discipline on the financial side and have been able to get their costs down by 30% and can actually make money. Yield of 3.39%.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Yes View
DON'T BUY TA-T Transalta Corp Market Call Tonight (BNN TV) 2015-07-28 $8.550

This has been challenged for a long time. First because they have unsustainable dividends that they couldn’t support, but kept on paying. The challenge right now is that they have a big coal generation portfolio, which under legislation to come, will be phased out in the next few years. Have an operation in Australia which is doing okay. Thinks the company will still be around, but they have to make some adjustments.

Jim Huang NORTH AMERICAN OPTIMISTIC Unknown View
TOP PICK TCL.A-T Transcontinental Inc. (A) Market Call Tonight (BNN TV) 2015-07-28 $14.250

In the traditional printing space, which is shrinking. Advertising is soft and they have been in the cost-cutting mode, which has been offsetting that to some extent. They have reinvested into label printing, which is a growth area for them. Dividend yield of 4.77%.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2015-07-28 $11.860

(A Top Pick Sept 3/14. Up 54.99%.) He got into this because of the big leverage to the US housing market. At the time their big initiative was single-family housing rental and that has been a big winner. They have now evolved into luxury residence development. Still likes.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
COMMENT TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2015-07-28 $6.790

A great company, but at today’s commodity price they should not be paying a dividend. He would like to see that happen. In theory, if you made your company better by not paying out a dividend, the stock should probably stay flat and it shouldn’t make any difference. His instinct is that the stock will go down. Dividend yield of 8% means the market feels the dividend should be cut.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES Unknown View
WAIT TS.B-T TorstarCorp (B) Market Call Tonight (BNN TV) 2015-07-28 $5.210

Sold their Harlequin publishing a while ago, so they have a lot of cash. However, the traditional paper publishing business is not doing great. Advertising is down and print media is shrinking in market share. Current dividend yield is about 10%, but if they don’t redeploy their money into some business that generates more cash flow, they won’t be able to sustain that. They could pay a special dividend, but if that’s all they do than you can expect a dividend cut as some point down the road. Thinks they are reporting tomorrow, so the best thing to do is to wait and see. Doesn’t see a huge amount of downside here.

Jim Huang NORTH AMERICAN OPTIMISTIC No View
COMMENT WFT-T West Fraser Timber Market Call (BNN TV) 2015-07-28 $56.880

This company has a big market in Asia and the Asia market rolled over. A very difficult business to be in. Over the last 2 years, they were expensive. They are now coming back into that territory. You really want to buy them when they are almost bankrupt, and then you are kind of rolling the dice that they make it through. This is an extremely high quality company. He hasn’t figured out the dollar figure for an entry point yet. This would be his favourite name in this sector.

Bill Harris, CFA RESOURCE BEARISH on RESOURCES No View
TOP PICK WN-T George Weston Ltd. Market Call Tonight (BNN TV) 2015-07-28 $105.590

Basically the parent company for Loblaw’s (L-T) and Shoppers as well as bakery operations. Loblaw’s has been doing well and their integration of Shoppers is almost done. They have the investment in the IT structure which is almost done. The rest of their holdings of bakery, real estate, etc. have been trading at a very low valuation. At the current level, this could probably double if it went back to its historical range. Dividend yield of 1.61%.

Jim Huang NORTH AMERICAN OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

Markets.  China is still a big problem in the markets.  China is always in the top three of things going on in the world.  PEK-N is an ETF to play China.  We saw a wave up.  He sees more downside coming from a technical point of view.  Obama is trying to get more corporations to be more into green and clean energy.  This is going to be a growing area.  From the ’08 peaks we have not recovered, however. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

RDV on Australian Exchange.  It is a basket of higher dividend paying Australian shares.  36% banks, 10% insurance companies.  If China continues to slow for the next couple of years, Australian banks may tend to underperform.  There is a band of support at $28 so buy it there.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

Preferred shares and rate resets.  Indiscriminant selling is occurring from retail investors who don’t understand them.  They are undervalued right now, but selling could keep going.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

Chinese government and central bank interventions.  It makes him ill that governments try to support the value of a market.  Stay away from China.  The dust has not settled there.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-27 $0.020

Educational Segment.  Market Breadth.  There are a handfull of stocks that are leading the markets higher, but the average stock is not participating.  VT-N is the entire world of global equities.  Over the last year we have moved to a flat pattern compared to 2012-2014.  How many stocks are above the 200 day moving average?  Only 51.8%, quite a drop off.  This is classic of the late stage of a bull market.  In New York it is below 40% now.  Starting Q1 last year, small caps started to outperform dramatically.  In ’97-’99, small cap stocks started underperforming.  When markets ultimately made their highs in 2000, small caps kicked up.  He is looking for a 10-15% correction, not a bear market.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-27 $0.020

Markets.  REITs today are just getting thrown out with everything else.  There is fear that REITs will go down when interest rates go up.  Pricing for real estate is quite strong.  Retail is showing strength, but the apartment sector more so.  People gravitate towards them as a safe haven.  Target – we have not had a big bankruptcy since Eatons.  There will be a transition for the Target properties that could take two years.  He is underweight office, retail you should be market weight.  He likes industrial and hotels also.

Derek Warren REIT's OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-27 $0.020

Markets.The market has been down 7 days in a row, which is the 1st time since 2011 that that has happened, the time of the original Greece blow-up. 8.5% overnight in China got it started, so it was bad right from the get-go. You get a bit of momentum and a bit of negative sentiment, and it’s not very much fun. Thinks things will be better in the 2nd half of the year, but it may be longer than that for resource. Also, oil looks kind of sloppy. If we get stabilization in oil, that is part of it, but on the non-resource side, there is starting to be value in lots of areas. It has been a very narrow market. There is starting to be decent value, but if you take energy out in both US and Canada, the multiples on the non-energies are lower than they were January 1. If we get the little rate increase of 25 basis points out of the way, we will get some of this back. For his clients, he has a decent percentage of US and has been adding US lately, and is trying to get Canadian companies that have exposure to the US.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS _N/A View
PAST TOP PICK AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2015-07-27 $4.580

(Top Pick Jul 15/14, Up 4.66%) He has liked the industrial market for some time.  They have internalized management and have a capable management team.  It is still a good name.

Derek Warren REIT's OPTIMISTIC Yes View
DON'T BUY ACC-T Amica Mature Lifestyles Market Call (BNN TV) 2015-07-27 $8.250

Seniors sector.  When Regal was bought out, it provided a boost to this one.  It has a fair amount of debt and that has kept him out of the stock.  Prefers CSH.UN-T.

Derek Warren REIT's OPTIMISTIC No View
COMMENT ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2015-07-27 $30.590

Car dealerships, mostly in Alberta. The stock was a darling with a very high multiple that was priced for perfection. Doesn’t like the business. It is an acquisition story and in the end it is car dealerships. If you have a long-term view, you could probably hold it as he doesn’t think it goes down much more. Based on the valuation, there is no reason it couldn’t go down another $5.

Bruce Campbell (1) CANADIAN LARGE CAUTIOUS No View
WATCH ACR.UN-T Agellan Commercial REIT Market Call (BNN TV) 2015-07-27 $8.400

They are going to be turning their portfolio for yield.  You might have to wait a few months for anything to happen.

Derek Warren REIT's OPTIMISTIC No View
WATCH APR.UN-T Automotive Properties Real Estate Investment Trust Market Call (BNN TV) 2015-07-27 $10.010

Canada’s newest REIT.  He does not think there is a big reason for fear, but was unhappy with the debt level.  He is waiting it out to see how it performs.  They have top notch management.  This is very similar to ACQ-T, but you own the real estate of the dealerships.  10.6% yield. 

Derek Warren REIT's OPTIMISTIC Unknown View
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