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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) 2015-09-01 $0.020

Markets. We haven’t seen a correction since 2008, and we are finally in one. The market is just adjusting to new levels. Every day investors are being buffeted by news, whether it is Europe, the slowdown in China, Canadian energy pressure, and even fears about possible interest rate hikes in the US. This comes at a period when valuations were getting a little bit stretched. We are seeing adjustments, and adjustments are never smooth. Thinks we could be in this period for a little while. In this sort of environment, he is picking up companies that he already owns or would like to own, with a predetermined price he has in mind to either initiate or nibble away at a position. This is a real opportunistic market, and a time when you should be positioning portfolios for the next 3-5 years. He has small positions in both energy and mining.

Michael Sprung CANADIAN LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-01 $0.020

Markets. She finds this correction no different than most corrections. This cycle is obviously different than previous ones in the sense that it is much shallower and the growth is much slower, but the stock market is going to reflect that. Historically in the cycle you buy defensive names, and you slowly rotate into more cyclical names. She is not 100% sure this is the kind of cycle we are going to have this time, but other than that the market is flowing around, not unlike others cycles. Because it is such a slow growth cycle, it will be reflected in what kind of stocks do well. China problems are a big part of why we are having this correction. She is pretty much ignoring and not investing in energy and mining.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-01 $0.020

Canadian Banks? Earnings were better than what she had expected. The reality is that US investors are basically Shorting our banks, which is why they can’t get any love. The Shorting has been great for them. They made a lot of money on the currency if not necessarily on the banks. Fears about exposure to the oil industry, the possible collapsing of the Toronto and Vancouver real estate market; all of those things are why the US investors are Shorting. As long as they continue to insist on Shorting them, she would stay away.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-01 $0.020

Gold. This has been under pressure because it trades off the US$, and the strong US$ has made gold less attractive. It is not a bad counter trade against the equities in the last little while. On very weak equity days, gold has been strong. (She has a little bit of Detour Gold (DGC-T).)

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
BUY AC-T Air Canada (B) Market Call Tonight (BNN TV) 2015-09-01 $10.800

This is not a growth stock, so it does not fit into her portfolio. Have done a great job in cutting costs. The stock is ridiculously cheap. If you buy Value, this is probably a good stock to own here. She doesn’t buy Value, she buys Growth.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
BUY on WEAKNESS AGT-T AGT Food & Ingredients Market Call (BNN TV) 2015-09-01 $28.280

Fundamentals have been changing and improving. Have really been expanding in their ingredients line, particularly with respect to pulses. This is a good one to hold on to. He would be buying under $25.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
COMMENT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2015-09-01 $28.280

As with any food companies, you have risks such as weather and pests. This company has done really, really well. Last quarter when they reported, they were disappointed because they had pretty well been sold out of their inventory and were waiting for the new crop, which is coming soon. There is huge demand for pulses globally. The attractive part about this company is that they are processing the pulses to come up with special products that food companies used to produce new gluten free products.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Unknown View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-09-01 $56.700

(A Top Pick Aug 20/14. Up 84.03%.) Just reported and the numbers were terrific. Good management team. Their US business was incredibly strong. US same-store sales were up over 5%, which was way above what people were expecting. In an environment that is this difficult and this low, there is nothing wrong with getting growth by acquisition.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
WAIT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-09-01 $19.500

Really likes management. There are 2 industries they service, oil/gas and municipalities. Because of the oil and gas uncertainty, she is staying out of this until she sees a bottom in energy. It would be one of the names that she would be very happy to buy back.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-09-01 $58.220

For all Canadian banks, the diversity of their businesses has balanced them out within the current environment. This one is no different, except that it has more international exposure, and their Canadian operations have more than made up for the weakness. Have one of the strongest capital bases in the banking industry. You are getting a little more ROE for a little bit less money. Dividend yield of 4.70%.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
TOP PICK BYD.UN-T Boyd Group Income Fund Market Call Tonight (BNN TV) 2015-09-01 $64.290

Collision repair. 90% of their business is in the US. They are launching an efficiency drive. Margins are below the industry margins, so if you believe they can get their margins to an industry norm, then you are certainly looking at a decent earnings growth over the next couple of years. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.77%.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-09-01 $176.200

(A Top Pick Aug 20/14. Up 52.17%.) This reports in Cdn$, so the US and European businesses are huge beneficiaries. They are growing their top line and are continuing to make tuck in acquisitions, and there are lots of acquisitions they can still make. This fits into the theme of a quality company that continues to do well. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.85%.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2015-09-01 $28.390

Considers this to be one of the better run production/exploration companies in Canada. Sees them doing more and more with the turnaround at their Horizon facility. At these prices, this is going to be a very, very good buy for the long-term. Dividend yield of 3.25%.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-09-01 $16.090

Reducing the dividend was a wise move in this environment. This is one of the better managed companies with one of the greatest areas to develop in terms of the number of drilling opportunities they have going forward. Very efficient operators. Thinks the dividend, for the time being, is fairly safely covered. Would not be selling, but if anything, would be looking at it as an opportunity.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
PAST TOP PICK CVE-T Cenovus Energy Market Call (BNN TV) 2015-09-01 $17.800

(A Top Pick Aug 26/14. Down 45.02%.) He has stuck with this. It has been one of the more proactive in this environment, right from the beginning. Feels they have done a very, very credible job. Operationally they seem to be doing fine in their latest quarter. One of those companies that will prosper going forward.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
COMMENT CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2015-09-01 $101.000

This fits into her strategy of growth by acquisition. They have been very successful and have made several acquisitions in the last little while. Probably one of the best performing stocks in healthcare. Great management.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
COMMENT DHX.B-T DHX Media Market Call Tonight (BNN TV) 2015-09-01 $8.370

This is content, which has done really well in the stock market. They have periodically mentioned selling the company at some point before the cycle “content” matures, so she is holding onto her holdings.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
COMMENT DIV-T Diversified Royalty Corp. Market Call Tonight (BNN TV) 2015-09-01 $2.610

These royalty companies are sort of interesting. You have to absolutely trust management. You are sort of buying a portfolio of businesses. They have been making successful acquisitions, and as long as they continue to do so it fits well into her “growth by acquisition” theme. Acquisitions have been diversified. She prefers this over focusing on one industry only.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Unknown View
DON'T BUY ECA-T Encana Corp Market Call Tonight (BNN TV) 2015-09-01 $9.010

Relationship with PrairieSky (PSK-T)? This was spun out to realize value for shareholders. Of the 2, she would way prefer PrairieSky which has a clean balance sheet. Even after Encana’s latest disposition, they still have a balance sheet that she does not like. She has been playing this from a Short side.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
COMMENT EFN-T Element Financial Market Call Tonight (BNN TV) 2015-09-01 $18.710

The deal with General Electric (GE-N) just closed. Size matters in this business. From what she has seen, this company will continue to make acquisitions and will probably be one of the largest, if not the largest company in this space in North America. That means they will be more profitable and will be able to continue to grow. She really likes it. A great growth stock.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Unknown View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2015-09-01 $52.740

This is how she would dip her toes into the oil/gas sector. Producers with balance sheets that are a little distressed are going to be selling midstream assets, and companies like this will be able to take advantage of it.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
COMMENT FNV-T Franco-Nevada Corp. Market Call (BNN TV) 2015-09-01 $56.220

As a value investor, gold is always hard to wrap his head around. Always has a small position of about 3%-5%. He looks for the companies with the best balance sheets, with a production profile going forward of projects of rising production, efficient producers and low cost producers. Feels the multiples on this company are a little bit rich.

Michael Sprung CANADIAN LARGE OPTIMISTIC No View
PAST TOP PICK FTS-T Fortis Inc. Market Call (BNN TV) 2015-09-01 $35.280

(A Top Pick Aug 26/14. Up 10.34%.) Extremely well-managed. Doing a lot in selling off non-core assets. They are concentrating on adding to their rate base, particularly in their US operations. He is expecting that they will continue to do well. Almost a 4% dividend yield.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
COMMENT G-T Goldcorp Inc Market Call (BNN TV) 2015-09-01 $18.190

Always has a small position of about 3%-5% and this is his primary holding. He likes this company. Have had very good results out of Penasquito and Cerro Negro. They reduced their dividend, which will save them $300 million annually. He sees their production profile increasing over the next few years. Free cash flow will be paying down a significant amount of debt going forward. Management is vigilant where they can cut production costs and keep them in line. This would be his 1st choice in a gold mine.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
TOP PICK HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2015-09-01 $6.260

Constancia is coming on more and more as the year progresses. Their recoveries in the latest quarter were well over 60%, as opposed to under 40% in the last quarter. Sees them making improvements in their Canadian mines at 777, Reed and Lalor. This is not only going to be a survivor, but is going to prosper as the cycle improves. Dividend yield of 0.31%.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
COMMENT HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2015-09-01 $6.260

Not involved in base metals currently. There is nothing wrong with this company. You have to trust your instincts in a trading stock. You can be brave and start picking the bottom, providing you are ready to sell when you’ve had a nice gain.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
COMMENT LB-T Laurentian Bank Market Call (BNN TV) 2015-09-01 $48.200

This is small and it is regional, but going into its earnings report tomorrow, people are probably expecting some good news.

Michael Sprung CANADIAN LARGE OPTIMISTIC No View
PAST TOP PICK LNR-T Linamar Corp Market Call Tonight (BNN TV) 2015-09-01 $66.270

(A Top Pick Aug 20/14. Up 4.09%.) All the car part companies have been pulling back. The China news has affected them more than what has been warranted. Chinese car sales have been weakening, and people have translated that into weaker sales of the car parts. She thinks the European, Canadian and US sales are still robust. This company only has one plant in China. She thinks it has been overdone.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
HOLD MCB-T McCoy Corp. Market Call (BNN TV) 2015-09-01 $3.130

This services the oil/gas industry. Has some diversification in what it does. Extremely well-managed company. Feels they have taken corrective action given the environment they are in. If you own, he would not be selling.

Michael Sprung CANADIAN LARGE OPTIMISTIC No View
TOP PICK MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-09-01 $20.330

Canadian and Asian operations are about the same and their largest operation is in the US. Considering how weak and volatile the market has been, she is really not sure whether Yellen in the US will raise rates or not. At some point we will see higher rates in the US. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 3.34%.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
HOLD NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2015-09-01 $19.140

This has appreciated quite a bit very quickly. He would not be chasing it at these prices. He is content to Hold, although it is fairly fully valued. Not only are they expanding in their parts and service business, but we have seen the bus manufacturing industry greatly rationalizing at a time when the need for heavy-duty buses has been going up. They are in a good spot at a good time.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
COMMENT OCX-T Onex Corp Market Call (BNN TV) 2015-09-01 $80.150

This company doesn’t tend to have a very wide following which this has been one of its advantages. They have made good money in a number of the businesses that they have operated. Basically you are buying into ownership of a private equity kind of business. Multiples are a little bit high when compared with some of their competitors.

Michael Sprung CANADIAN LARGE OPTIMISTIC Unknown View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2015-09-01 $33.620

Potash prices continue to decline along with all the other cyclicals. She would prefer Agrium (AGU-T) because it is a little more diversified and has the retail business as well, which is less cyclical. Potash stock is probably as cheap as it has ever been. This has always been a very expensive stock. She doesn’t see any catalysts to make it attractive in the near term. If you are looking 3-4 years, and this is probably a decent value to start accumulating it. (She owns Agrium.)

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
BUY POW-T Power Corp Market Call (BNN TV) 2015-09-01 $28.090

People are constantly trying to measure their NAV on a go forward kind of basis. It is their exposure to IGM that has been pulling them back and where they have lost market share. Dividend yield of close to 4.5%.

Michael Sprung CANADIAN LARGE OPTIMISTIC Unknown View
BUY PWF-T Power Financial Corp Market Call (BNN TV) 2015-09-01 $31.490

People are constantly trying to measure their NAV on a go forward kind of basis. It is their exposure to IGM that has been pulling them back and where they have lost market share. Dividend yield of close to 4.5%.

Michael Sprung CANADIAN LARGE OPTIMISTIC Unknown View
BUY RY-T Royal Bank Market Call (BNN TV) 2015-09-01 $71.330

Three-year outlook? He could recommend this in the $73-$74 range. All of the banks are off about 9%-10% this year, and have been the weight pulling down the financial services index. Dividend yield of 4.3%.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-09-01 $38.820

Have been trying to reinvent itself and stabilize after the scandals that it underwent with briberies in foreign countries. New management has largely addressed a lot of those problems. They are looking to sell some assets, including highway #407. He doesn’t know if all of the issues have been settled yet. Valuations look a little lofty.

Michael Sprung CANADIAN LARGE OPTIMISTIC No View
PAST TOP PICK SOX-T Stuart Olson Inc Market Call (BNN TV) 2015-09-01 $5.820

(A Top Pick Aug 26/14. Down 39.51%.) A lot of their business is in energy and in Alberta, but have been diversifying. Just announced $200 million in new contracts. They are not only going to survive, but have made a lot of moves recently, and he would be looking to add to his position.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2015-09-01 $36.050

Really likes this company, largely because it is integrated and well diversified through the energy industry. When some parts are not working, others are working well. 3.2% dividend yield.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
DON'T BUY TA-T Transalta Corp Market Call (BNN TV) 2015-09-01 $6.210

Wouldn’t be looking at this one today, with corporate taxes going up in Alberta. There are so many uncertainties there. This company has had its problems in the last few years, and he is not sure that they have been entirely mitigated.

Michael Sprung CANADIAN LARGE OPTIMISTIC No View
COMMENT WEF-T Western Forest Products Inc. Market Call (BNN TV) 2015-09-01 $1.820

With respect to the US housing industry, you would expect these companies would be acting better. There has been pressure on the commodity prices. They send a lot to Japan whose prices have been quite a bit lower. There is also worry about lower demand coming from China. They have a good balance sheet and a dividend yield over 4%. Appears to be at a very inexpensive price of the moment. He has not been tempted to jump back in on this one, but is keeping his eye on it.

Michael Sprung CANADIAN LARGE OPTIMISTIC No View
COMMENT WFT-T West Fraser Timber Market Call (BNN TV) 2015-09-01 $49.180

Something to keep in mind with respect to these timber companies is that timber cycles tend to be long ones, and housing recoveries, like we are seeing in the US, tend to go on for a number of years. There has always been a dispute on importing Canadian lumber into the US, so our price advantage is not all that great when you look at just the foreign exchange component. If you are looking out a few years, this is not a bad one to look at.

Michael Sprung CANADIAN LARGE OPTIMISTIC Unknown View
DON'T BUY WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2015-09-01 $23.540

This has had a better history than Air Canada (AC-T) in terms of managing their costs and in profitability. However, it has not been outperforming as it normally does, because it essentially is out west, so it is perceived as a company that caters to Western provinces. Those companies that deal in oil/gas would be under pressure.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
COMMENT XEG-T iUnits S&P/TSX Capped Energy ETF Market Call Tonight (BNN TV) 2015-09-01 $11.100

This was her biggest Short this year.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Unknown View
COMMENT YRI-T Yamana Gold Inc. Market Call (BNN TV) 2015-09-01 $2.350

This gold company has been showing up more and more on his screens. Within the group it looks quite inexpensive. They expect to see some production improvements in a couple of their mines in the 2nd half. Hedged 60% of their copper production at $3. He could see this company having production growth going forward.

Michael Sprung CANADIAN LARGE OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-08-31 $0.020

Markets.  Last Monday we had a flash crash.  Quality stocks that should not have had that kind of volatility in some cases had no bid.  You will have these periods during high panic.  We had an 18% world correction since the highs.  He was looking for 10-15%.  Effectively we are in a bit of a bear market.  He thinks this will play out over a number of months.  We have had effectively 0% interest rates for 7 years and barely eked out 2% growth.  The economy is not healthy.  He thinks they will raise interest rates and then find they have to cut again. 

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 2015-08-31 $0.020

The S&P is about 60% of the Dow in Market Cap.  The S&P is more diversified, however.  The Dow has been underperforming because it has less tech and biotech.

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 2015-08-31 $0.020

Educational Segment.  Fees Related to ETFs and their Impact on Returns.  Regulations regarding performance require you publish the gross of fee returns to the public.  This is because there are various fee classes.  You have to back out fees to see what you are actually paying.  iShares is about 54%, BMO 27%, and Vanguard is 7% of the ETF market.  He mentions the ones that are 80% of the market more often.  He has a bias towards BMO, however because he prefers the way they do covered calls, for example.  He prefers equal weights to market weights.  MERs are not the whole story.  There are cost of trade, acquisition cost (spread), and tracking error as well, which all impact your actual returns.

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) 2015-08-31 $0.020

Markets.  What’s going on in China is having a major impact on global markets and markets tied closely with commodities.  When the commodity super cycle took off in 2002, the five largest banks in the world were North American and European and now they are all Chinese and have grown those assets ahead of GDP.  He thinks there is a bit of an unwind going on now and he does not know if it will end quietly.  Trend lines have been broken on all global markets.  Typically you get a re-test of the highs and then things roll over.  He thinks we are seeing the downside of a business cycle.  He is trying to diversify away from commodities.  He would use any bounces to sell commodities.  He is cautious and sells gradually. 

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-31 $0.020

He is not a currency trader.  Longer term he is  negative on the Canadian dollar because he is negative on the commodity cycle. The Canadian dollar continues to be vulnerable.  

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-31 $0.020

Markets. Thinks we are still in a long-term bull market. These corrections generally take some time to work out. There is a consolidation phase that has to take place and we are into that phase now. Over the next month or so, we will come out of it and will resume the bull market again. Bear markets are caused by recessions and there is no sign of a recession out there. Showed 3 charts.

Chart #1 showed the Fed balance sheet versus household debt (as a percentage of personal income) with numbers going in opposite directions for quite a while. In 2008 the whole US economy sort of collapsed on the back of too much debt in the consumer. The Fed flooded the market with capital, and they are still pushing capital into the system. However, the consumer took the cash and paid down debt. (This was the right thing to do.)

Chart #2 shows the US$ versus commodities. It showed the US$ going up and the CRB commodity Index going down. The strength of the US$ coincided with the weakness in the commodity market. This can get out of whack. You get a real divergence, not based just on supply/demand, but supply/demand caused by a currency that is extraordinary in its movement.

Chart #3 showed the median line with a 1 Std. deviation on either side and a 2 Std. Deviation lines on the outsides. 1997 to 1999, was a period with the Asian currency crisis and it fell off, but wasn’t a major correction. 2001 showed a full blown bear market, and this happened in 2008. We are now back where it looks more like 2012-2013, which was the start of the Greek European crisis. Thinks we are much closer to that scenario where we are in the area of being in a Buy zone. We have sold off enough that some of the discrepancies (the overvaluations) have not been compensated for by the market. The next cycle should be a Growth cycle rather than an Income cycle.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC _N/A View
COMMENT ARX-T Arc Resources Ltd Market Call (BNN TV) 2015-08-31 $19.780

More gas than oil. It is strategically located if we could ever get any of the gas lines built to the West Coast. They have lots of reserves. Thinks it will pick back up again, but we need a couple of things to happen. We need the energy complex to get some money in it. The sector is cheap. Dividend yield of 6%.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC Yes View
SELL AVO-T Avigilon Corp Market Call (BNN TV) 2015-08-31 $13.900

He has a small short position.  A competitor has said they will discount the products.  They reported some iffy earnings numbers.  There is also this weird exodus of employees from the company. 

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Yes View
TOP PICK BABA-N Alibaba Group Holding Market Call (BNN TV) 2015-08-31 $66.120

The numbers are coming in the way he had hoped. He is buying this as a five-year project. They are strategic in what is going to happen in China, and he thinks China is going to be good, not bad. As you convert into a consumer driven economy, as the Chinese are doing, this company is strategically placed for when the Chinese consumer does well. They are very big and mobile.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC Yes View
PAST TOP PICK BAC-N Bank of America Market Call (BNN TV) 2015-08-31 $16.340

(A Top Pick Sept 23/14. Down 3.3%.) Had been looking better up until we had the last correction about a month or so ago. It will go after this pullback is over. Fundamentals are looking quite good.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC Yes View
BUY on WEAKNESS BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-08-31 $41.410

The Brookfields are very well-managed companies and he has a lot of respect for them. If you want to participate in this, just wait for a pullback in the price and add to your position.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC No View
SELL BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-08-31 $1.290

He has been short since the $2.50/$3 level.  His view has been that the ‘C’ series was not going to be a success.  There were two turnovers in the sales associates and no sales recently.  In a year or two, this company could be bankrupt.  He is short.  If they don’t sell planes it could be trouble for them.

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-08-31 $1.290

They put so much into the C series that it really has to work. He thinks the Québec government would do a lot to help them. It may not be the same company in a year if they can’t get the C series to go. Wait for them to come out and show you the C series is going to work with 350-400 orders, and then it will be a free-for-all to get in it.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC No View
PAST TOP PICK BNP-T Bonavista Energy Corp Market Call (BNN TV) 2015-08-31 $4.090

(A Top Pick Sept 23/14. Down 65.56%.) Got stopped out in January. If you are in it, just wait it out. These things will come back. It is more natural gas than anything else. (Has a small bit in his own account.)

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-08-31 $16.880

There is not much more this company can do on the operating side. It has been a spectacular operator. Has reduced its cost by 25%. This is a commodity problem in this company is getting clobbered because the oil price is down. They are low cost producers compared to a lot of others.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC Yes View
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