Table View - Opinions in Detail | StockChase
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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) 2016-07-22 $0.020

ETFs. Early on, praises were sung for low costs, tax efficiencies, etc. Now there is a recognition of a fundamental shift in the way portfolio management is going to be done in the future. It is moving from single high/low stock picking to multi-asset class investing, and recognizing that this is really a game changer for the portfolio manager industry. ETF providers have done this colonization of the asset classes. For example, previously access to gold bullion was very difficult and you had to pay storage costs, etc. Also, the offshore Chinese bond market is a really good example of something that nobody really knows about and is not represented very well in portfolios, but offers a lot of non-correlation as a different portfolio component. His process is to look at super trends, such as a 3-5 year view and looking to see what are going to be the drivers for portfolio returns. Then he looks at a less than 12-month view, which really relies on behavioural analysis including investor psychology and sentiment, and trying to position accordingly.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

Effects of a Trump win on financial markets? Trump is promising tax cuts and infrastructure spending giving $10 trillion in renewed debt over the next few years. Initially that would be good for corporate profits. His policies relating to protectionism and closing of the world to the US, is very bullish for Asia longer-term.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

A senior’s ETF portfolio? For his clients, particularly for a retiree, the goal is to avoid big mistakes in a portfolio. The 1st line of defence is global diversification. When constructing a portfolio, think of core and satellite. The best way is to build a core of cheap peer beta, and be as widely globally diversified as possible. As a satellite component, he usually puts in country sector, different asset classes, that he thinks provides better risk return characteristics. The core functions as a minimum level of diversification.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

Smart beta versus traditional market cap? Original ETFS were based on market capitalization, the underlying weights of the individual stocks, bonds, etc. Any departure from that creeps into the world of “Smart beta” where you can weight stocks by their dividends, revenue, etc. Because he is making the decisions on a global asset allocation basis, he wants the cheapest, purest beta that tracks a particular index, for example gold. You have to be aware of what is under the hood.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

ETFs or Mutual Funds? These can coexist together harmoniously, and are not mutually exclusive. Typically, you get smaller size portfolios in mutual funds giving you some trading efficiencies. Also, mutual fund fees are going down, and the industry is definitely undergoing some significant shift.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

UK £ if rates are cut &/or a faltering UK economy? This is a good currency to own longer-term. Macro fears have really trashed a lot of assets. Some of these currency shares offered in the US or Canada are good way to do it. He also likes UK equities. If he only liked the £ he would be long the FXB (FXB-N), but because he likes UK equities and the £, he is long the EWU (EWU-N).

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-22 $0.020

Oil? He was looking at a chart that showed how far the stocks were ahead of the move in oil. Valuations are basically the highest they have been in 40 years relative to the industry. You are obviously paying for a lot more than $44 crude. Oil prices have rolled over from the $52, and the stocks have not come back that much. He has a hard time sticking money in the sector right now.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2016-07-22 $98.660

(Market Call Minute.) He likes this. The IOS ecosystem has so much more value. It’s cheap.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK ASHR-N Deutsche X-trackers Harvest CSI 300 China A-Shares Market Call (BNN TV) 2016-07-22 $24.340

There is a lot of misinformation on China. Everyone is trying to interpret the Chinese economy through a Western prism. If you are going to understand the Chinese economy, you have to look at the directives of the government. There was a big bull market from 2002 to 2011 that was driven by exports. Now the government is wanting to rebalance to stimulate the middle class. 40% of this is banks, which are trading at very, very cheap valuations. The worst crash possible is already priced in.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Yes View
PAST TOP PICK AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2016-07-22 $12.980

(A Top Pick Aug 10/15. Down 19.24%.) He likes where it is positioned. A competitor was taken out at about 20X earnings. What he thinks they do better at than everybody else is integrating their systems more, and giving more security. What has hurt in the last couple of years is that they built a new facility in the US, and it has been ramping up. While they have been doing that they have been spending a lot of money without seeing any results, so margins came under pressure and they missed a little on their earnings.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL SELL BA-N Boeing Market Call Tonight (BNN TV) 2016-07-22 $133.470

This is a great company. They own the market share in planes. The Paris air show was on recently and he feels people were really disappointed in the order flow. The global airlines are all shutting capacity back a bit. If you own he would be inclined to Sell a little.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2016-07-22 $84.490

Short Sell? He applauds your aggressiveness. He would like to Short it as he thinks it is a house of cards. In China there is an ability to keep companies sustaining at a higher level longer than what they otherwise would. From what he has seen on their accounting, he doesn’t know that there are real earnings being generated on a real cash flow. He wouldn’t own this.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT CHP.UN-T Choice Properties REIT Market Call Tonight (BNN TV) 2016-07-22 $14.330

Doesn’t think there is any problem with this REIT. Good backing and good tenant. Probably less growth. He is uncomfortable with the whole REIT sector’s valuations. It is completely dependent on the interest rate move. You get the high yield when you pay out 90% of your earnings to the unit holders.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-07-22 $25.550

This has a little of the Valeant Shadow, but there is a similar financial structure. Debt to cash flow is 5.5X. A lot of their expenses are in British pounds. They have a good product portfolio rolling out, probably 60 new products in the next 3 years. The AMCO acquisition looks like it is doing fairly well. Generating tons of free cash flow this year. It won’t take much to get the thing right. The cash flow starts to grow, you get a lot of free cash and you start to pay down debt.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-07-22 $97.710

(A Top Pick Aug 10/15. Down 10.8%.) The ESPN was a bit of a worry along with the cable unbundling, and they had a quarterly miss for the 1st time in almost 20 quarters. Content is king in this market, and nobody owns better content than Disney. Nobody cross sells content in different venues better.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK DXJR-N Wisdom Tree Japan Hedged Real Estate Market Call (BNN TV) 2016-07-22 $25.020

The property market has been going down for about 25 years. It turned up in 2012, and is now growing quite robustly. This ETF tracks REITs, homebuilders, and is a play on a recovery in Japanese real estate. This also has a good yield.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2016-07-22 $52.810

An interest sensitive stock, and he would be a little wary of some of the interest sensitives that have run so hard. Would be more inclined to play the Enbridge Income Fund (ENF-T). It is a bit of a higher yield, slower growth and the valuation is not as extended.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY EURN-N Euronav NV Market Call Tonight (BNN TV) 2016-07-22 $8.850

(Market Call Minute.) Valuation is a little excessive for him.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
BUY on WEAKNESS FB-Q Facebook Market Call Tonight (BNN TV) 2016-07-22 $121.000

You are always nervous about owning a company like this in front of earnings, because of any hiccup in the numbers. However, this is a great quality company. He would own this and Alphabet (GOOG-Q) together, because you then own the digital ad market basically. He would tend to be a Buyer on any weakness.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY G-T Goldcorp Inc Market Call Tonight (BNN TV) 2016-07-22 $24.090

He doesn’t have big expectations on any of the gold stocks. They have been doing a pretty good job of bringing their costs down, particularly in Mexico. But have a higher valuation than most. For a while it was the quality “go to” senior, and Barrick seems to have got back a little of that this year. Not the time to add, and he would more likely be getting out of it.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK GOOG-Q Alphabet Inc (C) Market Call Tonight (BNN TV) 2016-07-22 $742.740

They own digital advertising very well and the search engine is strong. With the Android system they have 75%+ of global mobile devices running on this platform. If they ever monetize that, there would be tremendous value. They kick off huge cash flows. You are getting this for a market multiple.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT HGM-T Horizons Managed Global Opportunity Market Call (BNN TV) 2016-07-22 $10.220

Grandchildren’s RESP investments for the next 15-18 years? You want to have something that has more risk given the time horizon, as well as something that is broadly diversified. You can either put together a collection of ETF’s, or you can access an ETF package such as this one. Vanguard and iShares both offer a variety of total market ETFS.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
HOLD HYG-N iShares Hi Yield Corp Bond ETF Market Call (BNN TV) 2016-07-22 $86.170

The high-yield bond market in the US is interesting. In January everybody thought the troubles in the high-yield bond market would echo itself into something that would look more like a sub prime crisis in 2008. He had disagreed with this, so has been very Long on this all year. The bond and credit markets have done really well over the last few months, so he would recommend you shorten your duration in bond markets and increase your credit risks.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Yes View
COMMENT HYG-N iShares Hi Yield Corp Bond ETF Market Call (BNN TV) 2016-07-22 $86.170

High-yield bonds with a shorter duration? This is a relatively short duration of around 5 years, and would be his preferred choice.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
BUY INDA-US iShares MSCI India ETF Market Call (BNN TV) 2016-07-22 $0.000

India? The Indian central banker has just resigned. He was a great central banker and has done a lot of good things for the country. However, he doesn’t think this resignation will impede the plans of the Mohdi government. It would be hard to find a better emerging market than India. Everything you see in the West, such as aging demographics, high debt levels or low interest rates, there is the exact opposite in India. This is the ETF that he uses to plays this theme. This is especially a good, long term holding.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
TOP PICK LEMB-N iShares Emerging Markets Local Currency Bond Market Call (BNN TV) 2016-07-22 $44.860

Emerging markets have been underperforming for 5 years, and nobody seems to like them. He likes this one for the interesting credit quality. Looking at the world, which is divided roughly between Western markets and emerging markets, all the good things are happening in the emerging-market. Their currencies have been beaten up over the last 5 years, so they are incredibly cheap. Doesn’t think it will be a huge performer, but it will be a stable part of a globally balanced portfolio.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Yes View
BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-07-22 $51.160

Thinks people are pricing in the next recession in the auto industry right now. The average age of the auto is still too high in the US. Even if the cycle rolls over a little it is not going to roll over too much. European exposure has always benefited this company, and it is a growing market. They are also positioning themselves around the next breed of electric vehicles.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK MRE-T Martinrea Market Call Tonight (BNN TV) 2016-07-22 $8.750

Very good management. Strong numbers. They’ve been growing. Have put some new platforms in place in the US. Did a hostile acquisition. Very strong European growth. They are more levered to the use of aluminum parts in automobiles than any other manufacturer, which will be a growing area in autos. Trading at about 7X earnings and 3X operating cash flow. Dividend yield of 1.37%.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL SELL OSB-T Norbord Inc Market Call Tonight (BNN TV) 2016-07-22 $30.980

This stock always comes down to one thing, where is the pricing for Oriented Strand Board going. This company dominates that market. They pay out a good chunk of their earnings in dividends. He has a bit of a problem with seeing OSB prices going higher from here. If you have made a profit, he would be inclined to Sell some of your position.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
PAST TOP PICK OTC-T Open Text Market Call Tonight (BNN TV) 2016-07-22 $80.760

(A Top Pick Aug 10/15. Up 35.9%.) They have done what they have always done. A good suite of products and they continue to add and make acquisitions. Have done a good job of moving to cloud based services.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2016-07-22 $36.740

(Market Call Minute.) One of the better growth stocks in health care. Right now there is a lot of risk in the health care sector going into the election, from both sides.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
DON'T BUY PM-N Philip Morris International Market Call Tonight (BNN TV) 2016-07-22 $99.840

(Market Call Minute.) They throw out a lot of free cash flow. Not expensive, but there is very little growth.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
HOLD SBUX-Q Starbucks Market Call Tonight (BNN TV) 2016-07-22 $57.900

The valuation was pretty excessive, and now you’ve had a couple of quarters where they’ve missed the numbers a little. They still have the global expansion in play. You are paying a multiple in the high 20’s and growth is slowing down a little. He wouldn’t be throwing new money at this.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
DON'T BUY TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2016-07-22 $17.850

(Market Call Minute.) He is Short the stock. Given the balance sheet, it is too far extended. It had a good run.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK TS.B-T TorstarCorp (B) Market Call Tonight (BNN TV) 2016-07-22 $1.560

This is just a pure value pick. It’s not that he likes management or the industry. It has a market capitalization of about $120 million. There is net cash of about 60. There is an enterprise value of about $60-$70 billion. Dividend yield of 16.56%. Stupidly cheap.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
WEAK BUY TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2016-07-22 $18.370

(Market Call Minute.) This has too much cachet value to not to be taken out. Operating numbers are not that great and valuation is a harder story to sell, but thinks it is worth more to a Facebook (FB-Q), Microsoft (MSFT-Q), etc. Somebody out there can monetize this a lot better, and it will be worth at taking a shot at. Probably worth a shot, but it is an aggressive play.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT UA-N Under Armour Market Call Tonight (BNN TV) 2016-07-22 $42.850

Doesn’t know that their multiple is justified. The growth rate is still there and he doesn’t know that there is much at risk as some of the other players in the industry.  If you are okay for some risk in the short term, it’s not bad, but he wouldn’t have a full position in it. They are taking market share away from Nike (NKE-N).

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT V-N Visa Inc. Market Call Tonight (BNN TV) 2016-07-22 $79.910

He is a little uncomfortable. They are getting a little more global competition and he doesn’t know exactly where they are ultimately going to land in terms of cell phone payments. They are not as well positioned. However, they have picked up a lot of market share from MasterCard (MA-N) and particularly American Express (AXP-N) over the past couple of years. A 20 Plus multiple stock and the growth rate is slowing down.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT VT-N Vangrd Total World E.T.F. Market Call (BNN TV) 2016-07-22 $59.990

Thinks this is a good ETF, but he likely wouldn’t use it because he is more global and tactical. Although this is world, 52% of it is US.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY No View
COMMENT VXX-N iPATH S&P 500 VIX Short-Term Market Call (BNN TV) 2016-07-22 $11.171

You have to recognize that volatility ETF’s do decay and are not good holdings longer-term. They are definitely short-term trading vehicles and should have a very low time horizon. This one has an excellent trading volume, and definitely for short-term traders.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
HOLD WFT-T West Fraser Timber Market Call Tonight (BNN TV) 2016-07-22 $43.850

He is a little concerned on lumber stocks. It looks again like they are not getting a deal with the US on softwood. That’s a bit of a problem. Housing starts in the US looks fine, and the Cdn$ down is more of a positive. They just reported, and had bad numbers, but it wasn’t on the lumber side, it was more on the pulp operations.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT XGD-T iShares S&P/TSX Global Gold Market Call (BNN TV) 2016-07-22 $16.320

Gold has had a big countertrend rally this year and has done really well. However, he doesn’t see a new gold mania beginning anytime soon. He is sort of neutral.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
SELL XSR-T Sirius XM Canada Holdings Inc Market Call Tonight (BNN TV) 2016-07-22 $4.680

The problem right now is that this is going to be taken out by its US parent. Growth is slowing down. It just hasn’t generated the types of return that they should. He would be inclined to take your loss and move on.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
SELL YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2016-07-22 $7.140

Seasonally you are probably heading into better times for gold, but wouldn’t put too much into that seeing the run that gold has had. This has almost tripled off the lows and you have to worry a little about the political risks in the South American jurisdictions. There is a mishmash of projects, and there’s not much operating cash flow. He would take your money and run.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT ZEQ-T BMO MSCI Europe High Quality Market Call (BNN TV) 2016-07-22 $18.100

We are currently in a post financial crisis period, and a lot of investors are afraid of another financial crisis. This ETF gives you good exposure and is a reasonable holding.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Market Call (BNN TV) 2016-07-22 $19.350

BMO Europe High Dividend Covered Call Hedged to CAD (ZWE-T) or BMO US High Dividend Covered Call (ZWH-T)? He has a thesis that the US’s outperformance of the equity and currency markets is over. We have had 7 years of a structural US$ Bull market, and their equity market is expensive with headwinds on earnings. Europe has the unique situation where everybody recognizes the structural problems, but those are already priced in.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT ZWH-T BMO US High Dividend Covered Call ETF Market Call (BNN TV) 2016-07-22 $20.290

BMO Europe High Dividend Covered Call Hedged to CAD (ZWE-T) or BMO US High Dividend Covered Call (ZWH-T)? He has a thesis that the US’s outperformance of the equity and currency markets is over. We have had 7 years of a structural US$ Bull market, and their equity market is expensive with headwinds on earnings. Europe has the unique situation where everybody recognizes the structural problems, but those are already priced in.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-21 $0.020

Markets. Toronto has been outperforming the US, and a lot of that is because of the improving economic outlook. In particular, you will see gold stocks doing really well, but also an improvement in some of the base metal stocks. Also, Teck Resources (TCK.B-T) (?) has done really, really well to date.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-21 $0.020

Gold. On December 29, he had suggested that a new quarterly, monthly and weekly Buy was unfolding on gold the metal. Because of the quarterly, that typically means it usually lasts longer and goes much farther. There is more to come. We are within about 6% in Cdn$ terms, of what the old Cdn$ high was. So when you see gold stocks reporting their Q2 results for the end of June, there will be significant surprises on the upside. A lot of gold stocks themselves, even based on the Q1 results, are now producing positive free cash flow. Thinks there is still a 2nd and 3rd up leg in the backdrop of an overall strong equity market over the next year, if not 2.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-21 $0.020

Energy. Gas. Prices have rebounded off of their lows, and have probably moved faster than they should in Canada. He hasn’t been positive on natural gas for some time. However, natural gas production in the US has rolled over. Extremely low, almost generationally low, rig counts right now. Also, we have a hot summer. We are seeing switching from dirtier coal plants to natural gas. Mexican exports are on the rise. There is a pretty good picture taking shape. On top of it, we came through an El Niño winter very warm, and that usually gets followed up by an Al Nina winter which is extremely cold. Stars seem to be aligning for natural gas. His concern has been on excessive capacity in Western Canada, and how they will actually get the gas out. Storage are still heading towards a full condition, which will probably happen towards August. There is risk that the basis differential, the pricing difference between Alberta and US benchmarks, could widen.

Oil. Thinks February 11 $26.05 was the low on oil prices and we are not going to see that again. Seasonally he thinks we are due for a bit of a pullback, and wouldn’t be surprised to see it go through $40. He was in Calgary recently and was starting to see green shoots of optimism about the commodity. There have been more transactions happening.

Mason Granger CANADIAN ENERGY UNKNOWN _N/A View
COMMENT AAV-T Advantage Oil & Gas Ltd Market Call Tonight (BNN TV) 2016-07-21 $8.420

Can see a lot of merit in owning a company like this. This is one of the premier, if not the premier gas producer in Western Canada. They have a huge amount of running room. Fantastic balance sheet and great hedges in place. The company has grown into a manufacturing exercise, and manufacture returns in a very repeatable way. They own their own infrastructure and have firm capacity on the Trans Canada (TRP-T) going out to accommodate their growth. He would expect this kind of a company to grow 45% this year.

Mason Granger CANADIAN ENERGY UNKNOWN No View
COMMENT AGU-T Agrium Market Call (BNN TV) 2016-07-21 $122.030

(Market Call Minute.) It looks like corn and other commodities are turning down. There is a need for increased food production globally on a longer-term basis, but if it turns out that the farmers don’t have the cash in their jeans to be able to afford it, he would be cautious in the near term on all fertilizer stocks.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT AXY-T Alterra Power Corp. Market Call (BNN TV) 2016-07-21 $0.560

(Market Call Minute.) Looks reasonably priced. Not a Top Buy, but reasonably priced.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT BBI-X Blackbird Energy Inc Market Call Tonight (BNN TV) 2016-07-21 $0.230

This would be considered a real estate play of Canadian oil/gas. Has a big land spread in Western Canada in the Montney region, but not a lot of production. The stock has probably doubled in the last few weeks, and thinks it was off the back of enthusiasm on transactions like the one between Seven Generation (VII-T) and Paramount (POU-T). Any time there are these big splashy Montney transactions, you can take those multiples and apply them to a very land-rich production-poor company.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
BUY on WEAKNESS BIR-T Birchcliff Energy Ltd. Market Call Tonight (BNN TV) 2016-07-21 $8.760

They had a very large Montney asset. He thinks the company has always executed very well in terms of delivering consistent growth, and delivering plant expansions on time and on budget. He took issue with them being fairly dry gas, so very exposed to the ups and downs of gas pricing in Western Canada. They also had more debt than he was comfortable with. Recently acquired some property from Encana (ECA-T), which moderates the decline. They have assets that he feels has considerable running room. It also makes them a little oilier, which he likes. This is one where you pick your spot and buy it on a pullback.

Mason Granger CANADIAN ENERGY UNKNOWN No View
COMMENT BNK-T Bankers Petroleum Market Call Tonight (BNN TV) 2016-07-21 $2.030

Being acquired by a Chinese group. At the beginning they announced a bid of $2.20, and the stock was trading at about $1.80. He thinks the investment community did not know this Chinese group and not able to assess their legitimacy. They have gotten through various regulatory hurdles. He has elected to sell ahead of the acquisition.

Mason Granger CANADIAN ENERGY UNKNOWN No View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2016-07-21 $3.720

Has a lot of respect for management. They execute a great strategy of assembling assets, dominating in certain core areas and driving operating costs down. Thinks they have 75 facilities that they own and operate. A very well-run company. Also, has a very good hedge book. They have a bit more debt on the balance sheet than what he is comfortable with. A name he might always consider if looking to put something new into his portfolio.

Mason Granger CANADIAN ENERGY UNKNOWN No View
DON'T BUY BXE-T Bellatrix Exploration Ltd. Market Call Tonight (BNN TV) 2016-07-21 $1.200

(Market Call Minute.) Has a debt problem and are going through a process of selling assets and facilities to try and fix the problem.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
PAST TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2016-07-21 $16.950

(A Top Pick May 15/15. Up 14.34%.) Still likes this. There are a large number of pilots who will be retiring over the next 3-7 years, and it is a lot cheaper to train someone using this company’s simulators, rather than actual airplanes. They are doing really well on both commercial and military sides.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT CBX-X Cortex Business Solutions Market Call (BNN TV) 2016-07-21 $2.280

New management has been in for about a year, and have reduced expenses. The big challenge is that this company basically connects end customers, mainly in the oil patch, where there has been a reduction in drilling activity. He guesses that two thirds of their business is in the oil patch. They are now diversifying into other industries. If their transactions increase, then with a lower cost base, you will see significant positive business levered.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2016-07-21 $9.400

This IPO’d in 2013, and had the strategy right out of the gate. They were looking to have an oil focused company with a very low decline rate, have a balance sheet with very little debt and be very acquisitive. He likes what they are doing. Dividend yield of about 4.5%.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT CNE-T Canacol Energy Ltd. Market Call Tonight (BNN TV) 2016-07-21 $4.200

(Market Call Minute.) A Colombian gas story. They have all of their gas contracted at $5.60, and it seems to be pretty low risk drilling. This is one to look at.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2016-07-21 $20.070

Rapidly heading towards 200,000 barrels a day of predominantly light oil production. They have a huge amount of inventory running room. Has always had a really good balance sheet. It has a great hedging program that runs out to 3 years. What you have to look forward to is the ongoing progress of instituting water flood across their properties, moderating the decline rate, and making for a sustainable business that will pay you a dividend for years to come.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
BUY CR-T Crew Energy Inc. Market Call Tonight (BNN TV) 2016-07-21 $5.720

(Market Call Minute.) Rapidly establishing itself is the premier Montney player. They sell 40% of their gas into the Chicago market and get great prices.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
COMMENT CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2016-07-21 $20.400

(Market Call Minute.) There is a pretty good outlook for this stock in the near term.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT CZO-X Ceapro Inc. Market Call (BNN TV) 2016-07-21 $2.080

The appeal of the stock is that it is in a non-cyclical industry. Has a proprietary process where they extract the good stuff from oatmeal. Also, has some other interesting technology. Has a new plant, which will increase their capacity by a factor of 10, which he expects to be up by the end of the year. Will be running the old plant to do custom work. Thinks there are pretty good barriers to entry. Upcoming earnings are supposed to be good, with acceleration into the 2nd half of the year. You should see this doing well on a 3-year basis.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT DEE-T Delphi Energy Corp. Market Call Tonight (BNN TV) 2016-07-21 $1.010

This has struggled. Hasn’t invested in it in a long time because the balance sheet was so debt laden. In the downturn, they’ve struggled, and had big volume commitments in terms of gas shipments, and got themselves into a bit of a pickle.

Mason Granger CANADIAN ENERGY UNKNOWN No View
COMMENT DHX.B-T DHX Media Market Call (BNN TV) 2016-07-21 $7.220

Expected to earn $.35 in June/2016, growing to $.40 in 2017, about a 15% lift. Dividend is probably as big as you are going to see in the near term. They grow by acquisition, and it should continue to do well. Has a library of children’s videos, which they can continue to build out at almost no cost. They hope to get big enough that someone like Disney (DIS-N) will buy out their videos. There is also the potential of someone like Netflix (NFLX-Q) taking a run at them. Stock seems to be relatively expensive.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT ECA-T Encana Corp Market Call Tonight (BNN TV) 2016-07-21 $10.810

He struggles with wrapping his head around this company. He likes some of the things they are doing in terms of repositioning the portfolio. They had something like 17 core plays for awhile, so have been in the process of consolidating that. Thinks they need $60 oil to make good economics.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
COMMENT ESL-T Enghouse Systems Market Call (BNN TV) 2016-07-21 $52.770

This has done well, but the stock has pulled back because of recent negative earnings surprise. However, it still ranks at 50 out of 700 stocks, being in the top 10%. PE on a trailing basis is not cheap at 35X earnings, compared to 13% earnings growth. The stock looks expensive. This typically grows by acquisition.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2016-07-21 $0.185

This has a black box in an airplane, and can use the system for either voice communication or a connection through a satellite, a kind of interconnect to monitor the health of engines, etc. It can be installed on an OEM basis for Airbus, where approximately half of their 320’s has had the product installed on the factory floor, but mainly for voice. They are now returning to those users, and offering them upgrades to do many other things. In addition to Airbus, they are also attempting to getting installed on other airframes, the biggest one being Boeing (BA-N). If they get this, there will be a significant lift in the stock. Hopefully, we will know by the end of September if they are successful. Good product and great recurring revenue, but they need more of a rollout.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2016-07-21 $11.720

Over 70% of their business is based on a gross overriding royalty, so they have exposure to the top line of the business, but not all the operating costs underneath it. There is a lot of merit in this kind of a business model. They tend not to hedge production, so you get full exposure to the upside in a name like this.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT GEI-T Gibson Energy Market Call Tonight (BNN TV) 2016-07-21 $14.970

Stumbled a little with the release of Q1. There was probably a bit of miscommunication between the analyst community and management. There are 2 segments to their business, transportation and wholesale. He still likes the company and thinks they are well positioned in terms of pipelining, storage, tankage etc. Current yield is about 8.6%, which he views as safe.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT GPH-X Graphite One Resources Inc. Market Call (BNN TV) 2016-07-21 $0.090

He doesn’t follow this company, but generic comments on graphite is that if you are keen on Elon Musk and Tesla, you should be keen on graphite. There is literally more graphite in lithium ion batteries than there is lithium. However, graphite is not all the same. You want really, really course graphite for batteries. You can use really, really fine graphite, to make pencils. Thinks this is a great opportunity, and hopefully the market will end up coming to the realization that you need graphite.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
TOP PICK GXO-T Granite Oil Corp Market Call Tonight (BNN TV) 2016-07-21 $7.620

A very small company that pays about a 6% dividend. A little less than 3000 barrels a day. He likes it because the management team, through a predecessor company called D3, discovered an Alberta Bakken oil pool. They have a commanding presence in this play and own 100% of something like 80 sections of light oil. They have an enhanced recovery scheme, where they are pushing natural gas down into the ground, to bring up the pressure of the reservoir. This could be a good takeover target for a dividend payer at some point.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
DON'T BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2016-07-21 $6.590

Base metals stocks have done well. Typically, you see a large correlation of base metals stocks, whether copper, lead, nickel or zinc, all running together, and this company is running along with them. It looks like the US$ is starting to pick up strength, which could be the end in the near term of the commodities play. It is not likely that China will be coming back building lots of stuff. He would go elsewhere.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
TOP PICK HRX-T Heroux-Devtek Inc. Market Call (BNN TV) 2016-07-21 $15.300

Designs, manufactures and repairs aerospace industrial components. The stock has moved up significantly recently, partly because they have laid out a ton of CapX in anticipation of a new contract from Boeing (BA-N). On a 4th quarter trailing basis, free cash flow has swung from -4% to a +3.3%. Analysts are forecasting 27% earnings growth. For the March/18 fiscal year that gives you a 15.6X PE, and an attractive .6 PE to growth.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT HSE-T Husky Energy Market Call Tonight (BNN TV) 2016-07-21 $15.420

This is gone through a transition in the last while. Have sold 60,000 barrels of production, some midstream assets, and yet retained operatorship. They’ve been trying to reposition the portfolio in Canada. What has given him pause is that their partner in China has given notice he wants to renegotiate the gas price. That could drag on for a while. Looking at the group of senior stocks in Canada, this one represents significant value.

Mason Granger CANADIAN ENERGY UNKNOWN No View
BUY IMP-T Intermap Technologies Market Call (BNN TV) 2016-07-21 $0.480

(Market Call Minute.) Have a huge deal they are working on, and it seems they are getting awfully close to getting that deal nailed down. If so, it would be quite significant for them going forward. A reasonable speculation to buy.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK IT-T Intertain Group Market Call (BNN TV) 2016-07-21 $11.020

(A Top Pick May 15/15. Down 41.41%.) The stock has declined significantly, and they are trying to figure out what to do with the company. Trading at 5 X PE. He would give this a pass.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2016-07-21 $4.590

This is the management team from Celtic which sold their company to Exxon Mobile (XOM-N). They are doing the strategy again. Have managed to assemble a land base and opportunity set, that is even larger than what Celtic was. They’ve always had a very good cost of capital and good paper to do acquisitions, and has always shown good tenacity in assembling land. Fairly gas levered, and a little more balance sheet debt than what he is comfortable with. An A+ management team.

Mason Granger CANADIAN ENERGY UNKNOWN No View
DON'T BUY LB-T Laurentian Bank Market Call (BNN TV) 2016-07-21 $48.740

Canadian banks have improved, but are not ripping the leather off the ball on growth across the board. This bank rates “okay” on his dividend model, being 140 out of 743 stocks in the database, but there are kind of warnings because the latest year-over-year growth in cash flow has been negative at -3%. Three-year cash flow has only been at 5%. There are better opportunities elsewhere to give you a better adjusted return.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT LXE-X Leucrotta Exploration Inc. Market Call Tonight (BNN TV) 2016-07-21 $1.890

This is early stage, and he tends to focus on companies that generate a significant free cash flow. They have a great balance sheet and a great asset, and are now trying to prove things up and ultimately sell the company. Has a lot of confidence in the team behind them.

Mason Granger CANADIAN ENERGY UNKNOWN No View
DON'T BUY NBZ-T Northern Blizzard Resources INC Market Call Tonight (BNN TV) 2016-07-21 $4.710

Has a very small position in this. A heavy oil producer. They had a fully constructed 6000 barrels a day oil sands plant ready to go, and it is still not up and running. Although they were a heavy oil player, the oil was very mobile in the ground, and had some pretty interesting assets. The company has struggled a bit. They are 70% owned by a private equity fund. It doesn’t trade very much.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT NGC-X Northern Graphite Corp. Market Call (BNN TV) 2016-07-21 $0.400

He doesn’t follow this company, but generic comments on graphite is that if you are keen on Elon Musk and Tesla, you should be keen on graphite. There is literally more graphite in lithium ion batteries than there is lithium. However, graphite is not all the same. You want really, really course graphite for batteries. You can use really, really fine graphite, to make pencils. Thinks this is a great opportunity, and hopefully the market will end up coming to the realization that you need graphite.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK NHC-T Nobilis Health Corp Market Call (BNN TV) 2016-07-21 $3.260

(A Top Pick May 15/15. Down 63.5%.) Still facing challenges. Small-cap companies do not have the market in their favour.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT NVA-T Nuvista Energy Ltd Market Call Tonight (BNN TV) 2016-07-21 $6.600

This one depends on your view on gas. He would put this up there with the half-dozen Montney focused names. Has been very impressed with the ongoing improvement of well results. Definitely top tier.

Mason Granger CANADIAN ENERGY UNKNOWN No View
COMMENT OEE-X Memex Inc. Market Call (BNN TV) 2016-07-21 $0.160

This has a partnership with Cisco (CSCO-Q) as well as Mazak, a large Japanese based robot making company. Their software connects machines on the factory floor to the top floor. Because of concerns of viruses between the factory floor and the top floor, Cisco basically provided a buffer between the 2. Cisco gave this company a huge endorsement. Thinks the company will do well. In the near term, they are ramping up expenses and hiring sales and support staff. On a 2-3 year basis, the stock will do well because of what they offer. In the near term you are not going to see a huge improvement in earnings, until those new sales hires start to pan out.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
BUY PEY-T Peyto Exploration & Develop. Market Call Tonight (BNN TV) 2016-07-21 $37.540

(Market Call Minute.) Great cost structure. They deliver earnings rate of returns and focus on return of capital.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2016-07-21 $0.160

(Market Call Minute.) This continues to offer an interesting product, but at the moment he would expect there are other opportunities with other stocks.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT PHO-X Photon Control Market Call (BNN TV) 2016-07-21 $0.670

(Market Call Minute.) This continues to have specialized measurement. A huge free cash flow generator. There has been a change in management. The underlying business continues to do well. They have the cash, and there is a question as to whether they will be acquiring something that is profitable.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
SPECULATIVE BUY PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2016-07-21 $3.070

He has a very tiny position. There are 2 parts to their business. 1.) Taking a bag of blood plasma, and using their proprietary extraction method, extracting some high-value protein. They’ve identified 5 orphan drugs, and 2017-2018 is when they should start extracting those drugs and making significant cash flow. 2.) Also, has a PBI4050 drug, which basically targets fibrosis of many organs, as well as potential applications in diabetes. If successful, it has the ability to end up being an absolute kind of company maker with a vengeance. A speculative company. If you are willing to take a flyer, you will know in about 2 years.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT PPY-T Painted Pony Petroleum Market Call Tonight (BNN TV) 2016-07-21 $8.940

Had concerns earlier this year on the logistics of incremental pipe being laid down to accommodate the growth that the company has. They have a very ambitious growth plan. This year, debt peaks out at maybe 2.8X debt to cash flow, and goes down steadily after that as incremental volumes start to be realized. Have done a fantastic job in every year of getting better and better at drilling wells in Northeast BC. A long-term Hold if you are constructive on gas.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
COMMENT PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2016-07-21 $1.810

At one time this was an almost 200,000 barrel a day company. By the time the dust settles, this might be 30,000-40,000, focusing only on about 3 core plays. This isn’t even on his radar screen for investing.

Mason Granger CANADIAN ENERGY UNKNOWN No View
TOP PICK PXT-T Parex Resources Inc. Market Call Tonight (BNN TV) 2016-07-21 $13.170

Putting this out as his favourite international name. It is a Colombian focused, light oil portfolio. This is grown from nothing to 30,000 barrels a day. Their exploration success has been excellent. They have a business plan that works at $30 a barrel as much is it works at $60. There is no debt on the balance sheet.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT PXX-T BlackPearl Resources Inc Market Call Tonight (BNN TV) 2016-07-21 $1.010

This doesn’t meet with the hallmarks of something he would put in his portfolio. Very much a net asset story. They have 3 main properties and an oil sands project. To value this stock you have to ascribe value to something that is several years out, and potentially longer if prices don’t recover. Management is considered best in class, and he is very confident in the balance sheet position that they can weather the storm. Should oil prices recover to $60-$65, he thinks it is game on again in some of their projects.

Mason Granger CANADIAN ENERGY UNKNOWN No View
BUY RE-T Rock Energy Inc. Market Call Tonight (BNN TV) 2016-07-21 $0.850

(Market Call Minute.) Recently acquired a $109 million acquisition. He likes it.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
BUY RNW-T Transalta Renewables Market Call (BNN TV) 2016-07-21 $13.670

The question 6 months ago was that the dividend was pretty big, and was it going to be maintained. His response was “yes”. It ranks “okay”, being 188 out of 743 stocks. Earnings growth is expected to accelerate. Year-over-year cash flow growth has been very positive at 42%. Earnings estimates have been revised upwards by 17% in the last 90 days. They are reporting on August 5, and earnings are expected to be up. This looks like a reasonable opportunity.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT ROI-X Route 1 Inc. Market Call (BNN TV) 2016-07-21 $0.045

You have to remember that the company is profitable. That is really important, particularly with smaller companies, because it is hard for small companies to raise money these days. You want to have them free cash flow positive, and this one is. They are not ripping the leather off the ball as far as growth, but what they have is a product called MobiKey which allows you to remotely, on a totally secure basis, reach into a computer from anywhere. US and Cdn governments uses this in a big way. The question is, will there be a broad rollout beyond the existing government users. Profitable.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2016-07-21 $10.560

A top notch team which has really executed. They’ve always formulaically run the business. Low debt. They always beat their numbers. Also, they do smart deals. They are getting to a point in terms of size and lifecycle where it is less of an acquisition candidate.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT RSI-T Rogers Sugar Inc Market Call (BNN TV) 2016-07-21 $5.780

Stock has done well, and ranks well in his dividend model. Dividend yield of 6.2%, which may seem high, but in this case the coverage seems pretty good. Free cash flow is 3.5% and the PE is 16X against 26% trailing earnings growth, giving a .6 PEG. Sugar prices are at the highest level since 2012.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK SES-T Secure Energy Services Market Call Tonight (BNN TV) 2016-07-21 $8.810

(A Top Pick March 17/16. Down 0.55%.) In terms of the oilfield waste treatment business that they do in Western Canada, it is almost like an oligopoly where you have 3 companies. The other 2 companies are in real trouble in terms of their balance sheet. The company is well financed. Thinks this is relatively insensitive to the commodity price cycle.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2016-07-21 $2.360

Thinks they have not met expectations. There was a bit of a management change a couple of years ago. They went through a process of increasing the dividend every couple of months, and then the dividend kind of went the other way. They were very acquisitive and doing a deal every couple of months, and then selling the same assets months later. The payout ratio is still too high.

Mason Granger CANADIAN ENERGY UNKNOWN No View
BUY SJ-T Stella-Jones Inc. Market Call (BNN TV) 2016-07-21 $48.080

(Market Call Minute.) Hydro poles are rotting away. This has a good, long term outlook.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
PAST TOP PICK SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2016-07-21 $3.490

(A Top Pick March 17/16. Up 26.45%.) They have access to capital markets and a premium price paper. Also, this is an environment where there are more and more transactions happening. He expects them to be an ongoing consolidator in Saskatchewan.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2016-07-21 $35.980

Thinks that Fort Hills and Hebron are slated to come online next year. All indications are that those are well on track. What gives him a little pause is the outlook for downstream earnings, meaning the refineries. He is a little concerned about builds in diesel and gasoline inventories, and very high refinery runs, which could pressure crack spreads going forward.

Mason Granger CANADIAN ENERGY UNKNOWN No View
SELL TBE-T Twin Butte Energy Market Call Tonight (BNN TV) 2016-07-21 $0.050

At this point, you just try to blow this out and forget it. They have stumbled over the years with a litany of operational mistakes. When the commodity price collapsed, debt got them.

Mason Granger CANADIAN ENERGY UNKNOWN No View
TOP PICK TCS-T Tecsys Inc Market Call (BNN TV) 2016-07-21 $10.660

This is in the hospital supply chain management. It has roughly $120 million market cap. They have 2 new modules, one for in-house pharmacies in hospitals, as well as operating rooms. It keeps track of where all the stuff is. That has doubled the revenue potential per hospital. Their pipeline sales over the last year has increased by more than the factor of 3. Year-over-year sales were up 26%. Year-over-year earnings, free cash flow and EBITDA grew over 32%. Dividend yield of 1.21%.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
TOP PICK TNC-X Tio Networks Corp Market Call (BNN TV) 2016-07-21 $2.390

Roughly a $200 million market cap company. They process about $80 million bill payments per year with a value of about $9 billion. Have significant business leverage. They’ve grown by acquisition. A recent 18% increase in sales, led to an increase of over 100% in free cash flow, earnings and EBITDA. They have an attractive 4.2% cash flow yield. Earnings estimates have increased 18% in the last 90 days.

$2.75 in the near term. Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT TOG-T Torc Oil & Gas Ltd Market Call Tonight (BNN TV) 2016-07-21 $7.740

A light oil producer. Management is in the top quartile in Calgary. This has a big investment from the Canada Pension Plan, which would basically backstop all their deals in terms of acquiring assets in Saskatchewan. Have always had a strategy of carrying very low debt on the balance sheet, and executing well. 3.1% dividend yield.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT TOS-T TSO3 Inc Market Call (BNN TV) 2016-07-21 $3.680

If you are a hospital and need to sterilize some exotic equipment, the advantage of this company’s product is that it will do it very quickly and very economically. The equipment uses a combination of hydrogen peroxide in a cabinet, where you can put in unusual shaped objects. Recently got FDA approval. Also, they are using their old methodology for another kind of application. There is a definite need for their product. Forecasted earnings for 2017 is only $.02, so a lot of the good news has already been discounted. Not cheap.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2016-07-21 $32.030

Has some new products, but the challenge is that the earnings have declined significantly, being down 30% year-over-year in the most recent quarter. For 2016, earnings are expected to decline by 24%. Appears to be trading at less than 3X PE next year.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2016-07-21 $9.840

(A Top Pick March 17/16. Up 16.2%.) This is a company that he continues to have a very large weighting in. He would recommend this to people who are looking for a long-term investment in oil/gas, and want to derive income from their investment.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
TOP PICK WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2016-07-21 $9.840

Still likes it.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT YRI-T Yamana Gold Inc. Market Call (BNN TV) 2016-07-21 $7.300

(Market Call Minute.) His overall comment on gold has been positive, and he sees another leg coming. This has a 4.5% free cash flow generation on existing earnings, and he thinks the stock and the group are moving higher.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-20 $0.020

Markets. Markets have been moving up quite a bit in the last month or so, and he has decided to build a little cash. Trimming some of the names that he thinks has been a little more overvalued. He’ll redeploy it when the market comes off. Has about 9% cash right now, which typically is about 4%-5%. As the market continues to move up, he will probably continue taking some money off the table in the short term.

Peter Imhof NORTH AMERICAN - SMALL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-20 $0.020

Markets. We are not actually sure that negative interest rates stimulate the economy. People have to save more for retirement because they get a very low return on their money. If you are actually saving more than you would otherwise, you are not spending it. It is not getting results, so she is not sure that it is working. Investing in this environment is tough. The market overreacts to any idea of rates going higher or lower. It is really disruptive. She is not going to thrash around with the market, because that is counterproductive.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-20 $0.020

Precious metals? Beginning in August the seasonality is good for both silver and gold. Today there was a fairly meaningful correction for some of the stocks. Over the next week might be a good opportunity to add to your positions. A strong US$ is negative for gold and silver.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Unknown View
COMMENT AC-T Air Canada (B) Market Call (BNN TV) 2016-07-20 $9.400

Airline stocks are very difficult to pick at the right time. All these stocks look extremely cheap, and this one looks very cheap relative to the US comparables. A very competitive market. Even though it looks very tempting at this low multiple, he is surprised that it hasn’t moved up with the other airline stocks in the US. Finds it very difficult to buy these things for the long-term.

Peter Imhof NORTH AMERICAN - SMALL UNKNOWN No View
WAIT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2016-07-20 $33.750

A great company. 5 years from now she doesn’t think it will be a public company. Somebody will take it over. There might be an opportunity coming up to buy it, as the coming quarter should be fairly weak. Basically they have run out of pulses because the demand has been so high. The harvest will be robust, so Q3 should be good again. Wait until they report.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Unknown View
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