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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) 2015-09-02 $0.020

Markets. The action in the last month or so is an inherently healthy process. Bull markets really do climb a wall of fear, and while the US market has been strong for a couple of years, it really hasn’t had any fear to counterbalance it. The playbook that central banks have is to flood the system with liquidity, and that just means the market continues on for another couple of years very, very strong. He has been very, very light on energy, and almost entirely absent on resources.

Brendan Caldwell CANADIAN VALUE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-09-02 $0.020

Currencies. The majority of the damage has been done to the loonie. It is going to be a while before the Cdn$ recovers. Thinks we will see a $.70 dollar, before we see a $.80 dollar. We are the only normal petrocurrency globally, the only country producing oil and has a currency worth talking about. Unless you think oil is going back to $70, our dollar is not going back to parity.

Brendan Caldwell CANADIAN VALUE BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

Markets.  Recently visited Calgary and found the mood was very pessimistic. Lots of companies cutting back and laying off staff, and trying to rationalize costs. Feels we are close to bottoming which is a good sign. Lots of people laid off, mood was very grim,. Housing hasn't been very impacted very much. Restaurants aren't very busy. Not great in Calgary.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

 

Supply/Demand in the US. Inventory numbers are higher than expected. IEA showing that Q2 was the highest, oversupplied period that we had, over 3 million barrels in supply, but now we are getting closer to the 1.5 million dollar supply level. The good thing is that the US is finally pulling back in producing. Feels we are past the worst part of the oversupply situation.


Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

 

 

How to pick the right companies in the energy sector? Recommends modelling them and looking at the commodity price. Look at their net-backs, their operation margins. Look at their cash flow and see if they are able to meet all the obligations for that cash flow. Look at that stress test to help determine how they are able to meet that stress in different environments. Look at their debt level and credit level.



Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

Market.  The market is throwing the baby out with the bathwater now, and this is where you get the chance to pick up some great quality companies, that have been oversold.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT ABX-T Barrick Gold Market Call (BNN TV) 2015-09-02 $8.880

Feels the strong US$ could push gold lower. This company has been beaten down tremendously. As a conservative gold play, he prefers Franco Nevada (FNV-T). For a more pure play, in case of a turnaround in gold, he would prefer something like Detour Gold (DGC-T).

Brendan Caldwell CANADIAN VALUE BULLISH No View
PAST TOP PICK AGT-T AGT Food & Ingredients Market Call (BNN TV) 2015-09-02 $28.700

(A Top Pick Nov 12/14. Up 6.29%.) He really likes the food business. It is both stable and growing. This one specializes in non-meat proteins, one of the fastest-growing parts of the business.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-09-02 $41.160

Had owned this for some time, but switched to Tricon Capital (TCN-T). His concern was that the company might be somewhat vulnerable to a rise in interest rates in the US. Also, ownership is a little bit complicated. (See Top Picks.)

Brendan Caldwell CANADIAN VALUE BULLISH No View
TOP PICK BNK-T Bankers Petroleum Market Call Tonight (BNN TV) 2015-09-02 $2.050

Has been working very hard on their top line as well as their cost structure. Their margins have been improving as a result. A very solid business with an excellent balance sheet. That's not going bankrupt in this environment.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
PAST TOP PICK BNK-T Bankers Petroleum Market Call Tonight (BNN TV) 2015-09-02 $2.050

(Past Top Pick, Feb. 12, 2015, down 38.25%)  Still owns. They are liquid and there is a lot of torque to the oil prices. They will do very well in the rising oil price or the falling oil price. The management has done some terrific things in terms of cost management, which will protect the core business of the company.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-09-02 $58.400

Canadian Banks have been under a fair amount of pressure in the last while because of a feeling they are going to be exposed to the energy sector. You could see loan losses as much as double if energy prices don’t perk up north of $50. Of the Canadian banks, Royal Bank (RY-T) has the least exposure. Scotia is the most international bank. With the International volatility, there have been some foreign-exchange issues. Doesn’t think you are going to go too far wrong with any of the Canadian banks. Dividend yield of 4.8%.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
COMMENT BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $6.980

Good company to be in, but depends on what you are looking for. Recently, suspended their dividend. Unlikely that the dividend will come back soon. Likes their assets in the Eagle Foot. Sees a lot of torc for this company, a lot of growth in terms of getting production back up once commodity prices go back. It is a safe place to be in this environment. 

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-09-02 $176.950

(All 3 picks are focused on benefiting from the US$.) This is a Canadian company that is in labels, and are the best in North America at this. They have both intelligent acquisitions and organic growth. Dividend yield of 0.85%.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
HOLD CDV-T Com Dev International Ltd. Market Call (BNN TV) 2015-09-02 $4.930

A really, really interesting company in terms of the commercialization of space. It has come off in this recent market. Virtually every satellite that goes up in the Western world has a Com Dev component in it. We are currently on the cusp of the commercialization of space. This company has the ability to benefit from a lot of the programs that are being proposed.

Brendan Caldwell CANADIAN VALUE BULLISH No View
BUY CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2015-09-02 $9.640

Likes and owns it. Is a good quality company. They have done very well in amassing assents, to replace their production runs. The reason the stock is down, is their operating costs are a little high, which means it's difficult in this environment. But they have really solid payout ratios.  A great place to hide, you can wait for opportunity and you get a nice dividend.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
COMMENT COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2015-09-02 $6.780

It has been a good company. She likes the syn-crude asset, but it is a mature asset right now. So this has been really hurting them. They have been putting a lot of capital into this asset. Doesn't think there is much upside here. Also, they have a lot of debt right now. She is cautious on this stock.

 

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $16.150

Div $0.10 yield 7.48% Recently cut it's dividend in half. She is happy with this, since it doesn't really help with growth.  Feels that it is good that they rationalized the dividend/payout ratios. Great assets.  A good management team as well. It's at a very very low level, so now is the time to buy. They added at $13 or so.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2015-09-02 $123.000

Canadian Tire (CTC.A-T) or Dollarama (DOL-T)?  Both companies have some headwinds. If he had to pick, it would be this one. Longer-term they have shown tremendous adaptability. The headwind from a weak Cdn$ makes imported products for the stores more expensive. Thinks it will affect Dollarama more.

Brendan Caldwell CANADIAN VALUE BULLISH No View
PAST TOP PICK DH-T DH Corporation Market Call (BNN TV) 2015-09-02 $40.900

(A Top Pick Nov 12/14. Up 15.79%.) No longer in cheques, but helps companies automate billing and accounting processes.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2015-09-02 $77.070

Canadian Tire (CTC.A-T) or Dollarama (DOL-T)?  Both companies have some headwinds. If he had to pick, it would be Canadian Tire. Longer-term they have shown tremendous adaptability. The headwind from a weak Cdn$ makes imported products for the stores more expensive, but thinks it will affect this one more.

Brendan Caldwell CANADIAN VALUE BULLISH No View
COMMENT ECA-T Encana Corp Market Call Tonight (BNN TV) 2015-09-02 $9.070

Trying to transition from an gas to oil manufacturing company, but with the prices so low it is difficult. (needs the capital). Has had some hiccups along the way. Is going to be challenged for some time.

Swanzy Quarshie OIL & GAS UNKNOWN No View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2015-09-02 $10.040

Dividend could be cut again. It's a great company just because of their royalty structure, but she prefers PrarieSky. But it's a great way to play the current economy because they have a bit of a cushion with their royalty structure.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT HCG-T Home Capital Group Market Call (BNN TV) 2015-09-02 $26.760

Ever since the financial crisis, Americans have been predicting the Canadian housing market was going to have a great collapse. It still hasn’t happened, but enough people are believing it could that it is causing this company to be weak. There is going to be weakness in Alberta and some of the other energy producing areas, but in terms of the other areas, he doesn’t think we will see the same sort of weakness.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
TOP PICK HWD-T Hardwoods Distribution Market Call (BNN TV) 2015-09-02 $17.450

(All 3 picks are focused on benefiting from the US$.) This is in the business of premium hardwood. They have high margins. Home-improvement is going to be a big thing.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
DON'T BUY LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2015-09-02 $0.410

Is one of the most troubled companies in the business right now.  It makes sense to upgrade the company right now. The company had an takeover rumour, which doesn't make sense because the stock is going lower. This indicates that the public doesn't believe in the rumour. Doesn't recommend buying based on the rumour.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
PAST TOP PICK MAL-T Magellan Aerospa Market Call (BNN TV) 2015-09-02 $16.890

(A Top Pick Nov 12/14. Up 20.99%.) There has been tremendous growth in the airline business. A wonderful Canadian story. Thinks it is going to be a continuing growth story going forward.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
HOLD MBT-T Manitoba Telecom Services Market Call (BNN TV) 2015-09-02 $28.740

The telecom sector has been in a consolidation process for a while, and he thinks it will continue. Cable companies and telephone companies are going to be gobbled up. There is going to be competitive pressures. Dividend yield of 4.5%.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
COMMENT MEG-T MEG Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $10.200

Are having a strategic review to get rid of the debt.  Good company.

Swanzy Quarshie OIL & GAS UNKNOWN No View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-09-02 $63.620

He has been lightening up in the sector. The information he is getting is that while sales are good at the car companies, the cars distributed out to the dealers are sitting on the lots

Brendan Caldwell CANADIAN VALUE BULLISH No View
COMMENT NA-T National Bank of Canada Market Call (BNN TV) 2015-09-02 $42.120

This has a larger exposure to the energy sector than what you would think, although they are a Québec based bank. 4.9% dividend yield. He would prefer others.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
COMMENT NBZ-T Northern Blizzard Resources INC Market Call Tonight (BNN TV) 2015-09-02 $4.810

They like the company. Be cautious, they are hedged, which will roll off next year, like everybody else, but the upside is great because they are a really cheap stock right now.  Yield is 10%. They own in a small way.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
WAIT PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2015-09-02 $1.640

Doesn't think it's a sinking ship, they have put a lot of money into the oil sands and are there now, however with the oil prices it's not paying off as much. They need to pay for the project somehow which is why the dividend was cut.  She would wait before getting involved in, but it's one worth watching.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT POU-T Paramount Resources Market Call Tonight (BNN TV) 2015-09-02 $13.030


Will Paramount Resources survive? They will survive. They are a very good quality company. Mainly natural gas. She is cautious on natural gas companies. They got great quality assets. They have their own infrastructure they have worked hard on. They have had some 3rd party curtailment which has hurt their production, pushed their cash flow profile out a few months or few quarters. Overall, she doesn't think this is a company at risk. They have a lot of debt, but because they have a nice cash profile with core assets, investors are safe with this name.

 

Swanzy Quarshie AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
TOP PICK PSK-T PrairieSky Royalty Market Call Tonight (BNN TV) 2015-09-02 $25.290

Div 0.11 yield 4.54% It's great to have a portfolio because you can then diversify. They don't have as much risk as the companies that do it all. They won't be doing as much exploration right now, but with higher oil prices will do well.  Lots of cash on their books, lots of assets. They will end up stronger.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
PAST TOP PICK RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2015-09-02 $7.980

(Past Top Pick, Feb 12, 2015, down 5%) Recommended at 8.40 now 7.98.  Has held up pretty well.  "Is a darling", This is one company that you will see good things to come, in years to come.


Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT RY-T Royal Bank Market Call (BNN TV) 2015-09-02 $71.330

The best bank in Canada. They have the least exposure to energy right now. They are notorious for cutting costs and keeping costs low.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2015-09-02 $2.790

She owns it and likes it. They have done some things that have helped them prepare for this environment. They sold some assets to Torc Energy(which she owns and likes). This helped their balance sheet. They have cut costs. Their pay out ratio looks good right now even though their yield is high. It is one that has a safe dividend. 

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
COMMENT SKX-X Striker Exploration Corp Market Call Tonight (BNN TV) 2015-09-02 $1.230

They have great assets. They are a Belair river company. If you are interested in this own it in a small way and pick at it as you go along.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $2.300

They like it and are invested in it.  A great quality company.  It's been hurt a lot because it's a smaller company, and smaller companies are the first to be sold off when the economy goes bad.  It's not likely to pay a dividend anytime soon.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
COMMENT SRX-X Storm Resources Ltd. Market Call Tonight (BNN TV) 2015-09-02 $3.900

She likes it. They are exposed on natural gas and station two prices which are a bit weak for another quarter or so.  But other than that, if you are looking for long term growth in natural gas this company does provide that.  A great quality company, but in this environment you have to be cautious.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
DON'T BUY TBE-T Twin Butte Energy Market Call Tonight (BNN TV) 2015-09-02 $0.370

She no longer owns it. She would be cautious of it.  Issues with their assets being too thinly, too rationalized. Investors have shied away from too much. Doesn't support their dividend long term.

Swanzy Quarshie OIL & GAS UNKNOWN No View
TOP PICK TCN-T Tricon Capital Group Market Call (BNN TV) 2015-09-02 $11.450

(All 3 picks are focused on benefiting from the US$.) Expects there is going to be a lot more growth in the Sunbelt stretching from Florida to Texas and down through California. This is a property developer in communities where there is much higher growth in employment. Population has been increasing faster than the US as a whole. Dividend yield of 2.12%.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT TET-T Trilogy Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $4.270

Buying at $4 is a good place to wait out the economy.   Be cautious there is a lot of volatility.

Swanzy Quarshie OIL & GAS UNKNOWN No View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2015-09-02 $308.450

Along with every other “value” manager, he has been wrong on this in is much as this stock has been going up and up and up, and defying gravity. This is not a value stock. The leverage that they employ is considerable. This is stretched in terms of valuation.

Brendan Caldwell CANADIAN VALUE BULLISH No View
PAST TOP PICK WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-09-02 $10.880
(Past Top Pick, Feb. 12, 2015, down 17.79%.)  Thinks it's a great company, but it has been hurt by the fact that it's a dividend payer.  Thinks they will be a survivor in this market.  They haven't had to cut their dividend yet, and doesn't think they will. Their hedges will roll off in 2016, and that might effect things if the commodity prices don't change. Their yield is good and that reflects the stockholders confidence in the company as well as their dividend.
Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
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
HOLD CS-T Capstone Mining Corp. Market Call (BNN TV) 2015-08-31 $0.620

A Copper mining company that was crushed.  They are a pretty high cost producer.  They may go out of business.  He has a small short position, but covered a bit today.  He does not think the mine is economic.

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Yes View
COMMENT CSCO-Q Cisco Market Call (BNN TV) 2015-08-31 $25.880

Has been a bit disappointing. Has a good yield, and he feels very secure with the name. It has buckets of cash, so there is no debt issue at all. He is just waiting for the recovery to come after this correction, and he thinks this will get up and go. Likes the yield.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC Yes View
COMMENT CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2015-08-31 $19.440

It is not a super liquid stock.  This summer has been a case where there is one seller and they go down.

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Unknown View
BUY CXV-X Convalo Health International Corp Market Call (BNN TV) 2015-08-31 $0.380

Drug rehab for Hollywood stars.  He thinks it is fine.  It is reasonable to buy it here.  He would not buy PHM right now due to an equity financing.

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Yes View
PARTIAL BUY DML-T Denison Mines Corp Market Call (BNN TV) 2015-08-31 $0.640

They are merging with Fission (FCU-T) and it will provide them with future growth opportunities.  This is one of the commodities that he would be somewhat bullish on.  There is a push to lowering green house gases.  He prefers Uranium Participation Units (U-T).  It’s a little early to take a large position.

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Unknown View
COMMENT EMA-T Emera Inc Market Call (BNN TV) 2015-08-31 $45.560

If you are in this for yield, you should be safe. If you are in it for growth, you could lighten your holdings. He wouldn’t be opposed to taking a profit and redeploying the assets. This is a safe, stable company.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC No View
WAIT FRU-T Freehold Royalties Market Call (BNN TV) 2015-08-31 $10.920

Because this is a royalty company, it is dependent on energy prices. If you think energy is going back to $60-$70 and trade positively, these royalty companies are great because they don’t have any operating costs. You need to be bullish on the underlying commodity. If you are not bullish, and he means $60+, then just bide your time. There is no rush to buy these things until they show you a little bit of strength.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC Unknown View
TOP PICK GE-N General Electric Market Call (BNN TV) 2015-08-31 $24.820

They are getting back to their core business. A big industrial leader. They make hydro turbines, jet engines, etc. Getting out of the money business, which is hugely competitive. Dividend yield of 3.71%.

Rick Stuchberry CANADIAN LARGE & ADRs OPTIMISTIC Yes View
BUY on WEAKNESS GIB.A-T CGI Group (A) Berman's Call 2015-08-31 $48.600

A lot of money has gone into the tech space over the last few years.  The dip to 52 week lows is a good buying opportunity if it is a stock you like.  He thinks over the next few months you will see a lot of failed rallies.  You want to buy only when it sells off aggressively.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY HCG-T Home Capital Group Market Call (BNN TV) 2015-08-31 $27.500

He has had a short for the last couple of years.  It is a good short position now.  He is now covering off his short.  He prefers EQI-T.

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Yes View
TOP PICK HOT.UN-T American Hotel Income Properties Market Call (BNN TV) 2015-08-31 $9.990

Many hotels have guaranteed contracts from rail companies.  They have some rooms with over 100% occupancy because of rail shifts.  They are all in the US and their income is in US dollars, but dividends are all in Canadian dollars.  The payout he thinks will go to 60% next year and will prompt a 10% dividend hike.  9% yield.

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Yes View
COMMENT IBB-Q iShares Nasdaq BioTech ETF Berman's Call 2015-08-31 $341.990

Momentum plays.  The volatility is three times that of a company like IBM.  They need to consolidate.  Look to the lows recently for where support might be.  The trend of falling highs is the resistance.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY IBM-N IBM Berman's Call 2015-08-31 $147.890

They are having difficulty executing on some of their strategies.  Sectors they chose to invest heavily in have had a lot of margin compression.  He likes the valuation here, but he feels all rallies will be to a lower high for some time.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK IKM-X Ikkuma Resources Market Call (BNN TV) 2015-08-31 $0.650

(Top Pick Oct 17/14, Down 62.64%)  They actually had some booming wells.  The story is still good.  He would be cautious on this because there will be tax loss selling, at which time he might add.

James Hodgins SMALL & MID-CAP BEAR on COMMODITIES Yes View
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