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) 2016-05-24 $0.020

Markets. There is a lot of free credit. Central banks globally have opened up the taps, and as a result there is a lot of mispriced securities. He is not sure what the end result will be. The question is if this is justified at this time. We will only find out the answer in the future. It is good to be prudent in this environment. He likes to invest in companies that don’t have input variables where there is no control or a high degree of predictability on.

Andrey Omelchak CANADIAN CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-24 $0.020

Lithium stocks? There is a lot of talk as to whether lithium is the next big thing or not, and whether or not electric cars will be the major type of cars manufactured, especially in North America. Storage of energy is a big problem, and you need lithium to do that. It is pretty safe to say that lithium demand will increase going forward. Feels we are in the early innings. There are not too many global providers of lithium. You really have to pick your spot.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-24 $0.020

Markets. It continues to be the macro picture that drives momentum and sentiment, and it all seems to be stemming from the US Federal Reserve and expectations about when are they going to raise rates. There are a lot of implications for the US$ versus the rest of the basket. We have seen huge moves at the end of last year, and then year to date a reversal of a lot of that. Because the dollar is tied to commodities, there have been big runs in a lot of the commodity names. A very different picture year-to-date in the Canadian market than anywhere else globally. Whenever she gets macro noise that is taking the markets around, she tries to look for where opportunities are. The biggest thing is, will interest rates remain low enough for valuations to continue to make sense. She thinks they will. Doesn’t expect anybody will be in a rush to raise rates. Beyond that, what really drives things, is individual securities. Valuations are at bit higher than normal because of the low rate environment. The 2nd piece is earnings, and when she looks at this we are no longer in structural, so 1 is the aging population and 2 is the debt, and we are no longer in a situation where the entire economy is growing. She has been advocating that it is going to be really difficult to do well in the market going forward with a passive approach, because the 2 things you need to do well is 1) valuations coming off lows or 2) broad-based economic growth. It is going to be more and more important in the high valuation/low growth world to really pick your spots with a portfolio that is more focused than broad market based.

Jennifer Radman US LARGE UNKNOWN _N/A View
DON'T BUY AC-T Air Canada (B) Market Call (BNN TV) 2016-05-24 $9.580

Had a great run and has been one of the best investments recently. They’ve done many things right in spite of many hiccups. He is always careful when investing in any airline. Throughout the cycle it is not a good investment, but from time to time you get those unique opportunities where you get an uptick in the industry and they fix the problems. This one has had both. At this time, he is very careful about investing in any airline, because he feels the industry is starting to peak and there is increased competition.

Andrey Omelchak CANADIAN CAUTIOUS No View
DON'T BUY AIM-T Aimia Market Call (BNN TV) 2016-05-24 $7.790

Has a one-year contract with Air Canada (AC-T) and you don’t know if that will be renewed. Be very careful with this. Have a sizable level of debt, and he is not quite sure how the business model will evolve. Despite the potential of a high dividend yield, you have to stay away until there is a resolution of sizable contracts for negotiation.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
BUY on WEAKNESS ARE-T Aecon Group Inc Market Call (BNN TV) 2016-05-24 $17.350

(Market Call Minute.) This is more of a trading stock. They have a backlog that has picked up quite nicely due to infrastructure spending that is happening. If you can get this cheaper, that would be great.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2016-05-24 $14.680

Banks are spread earners, so the more that interest rates move up, the more of a spread they can get and there is less pressure on the business. Changing expectations took a bit of life out of all the banks. She prefers Citibank (C-N) which is trading at a bigger discount to BV. However, the big picture drivers are all the same.

Jennifer Radman US LARGE UNKNOWN No View
BUY on WEAKNESS BOS-T Airboss of America Market Call (BNN TV) 2016-05-24 $14.240

(Market Call Minute.) Great company that is well-run. A long-term hold with the opportunity to buy it on weakness.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
TOP PICK BR-N Broadridge Financial Solutions Inc. Market Call Tonight (BNN TV) 2016-05-24 $65.360

This helps financial institutions. When they do investor communications, such as proxy voting or management change, unit voters have to vote, and this company facilitates 90%+ of the proxy voting. There is so much pressure on financial institutions with new regulations coming up. Dividend yield of 1.84%.

Jennifer Radman US LARGE UNKNOWN Yes View
COMMENT CAT-N Caterpillar Market Call Tonight (BNN TV) 2016-05-24 $71.090

Their segments include mining, energy exposure and construction around energy. If you look at all their segments, there is just no good part of the business that is working right now. Have done a fantastic job of managing costs, but it is a very tough environment. The big question is, where are we in the cycle and are we close to a bottom. Expectations are still being reset lower with some caution on the stock. Reported in April and earnings came in slightly below. Revenue was better, but they did cut their profit outlook.

Jennifer Radman US LARGE UNKNOWN Unknown View
COMMENT COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2016-05-24 $142.570

A great business, but she is more neutral on the name. As much as it is a good business, it is suffering from a bit of the same dynamic as retail sales across the US. Not sure where the incremental growth is going to come from. She would be looking for something with a more favourable risk/reward dynamic.

Jennifer Radman US LARGE UNKNOWN No View
PAST TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2016-05-24 $28.470

(A Top Pick Aug 13/15. Up 1.73%.) Old school technology that people think is going to get slaughtered by newer technologies. The company has shown a very good ability to redefine how it operates and bring product to market. Have been able to grow revenue and hang onto margins, when the expectation was that it wouldn’t. They’ve seen success in getting more recurring revenue through more services and software in their product mix, which they are now going to use more in the rest of their product line.

Jennifer Radman US LARGE UNKNOWN Yes View
TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2016-05-24 $28.470

With this one, you have the valuation on your side. You have had the threat that it should be showing up in the results, but it is not. Have done a very good job of transitioning. They have a fantastic client base and they are asking them what they need to do. There is still a lot of upside based on the valuation. Dividend yield of 3.65%.

Jennifer Radman US LARGE UNKNOWN Yes View
COMMENT CVX-N Chevron Texaco Market Call Tonight (BNN TV) 2016-05-24 $100.190

Oil prices in the US kind of move opposite to the US$, giving you a kind of offset. Oil exposure in Canada moves truer to what oil prices actually are doing. This gives US companies less volatility. The dividend is this company’s #1 priority. They are looking more at divesting assets as opposed to buying opportunities, and are more focused on short cycle projects.

Jennifer Radman US LARGE UNKNOWN Yes View
DON'T BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2016-05-24 $40.930

Have made a tremendous number of acquisitions in the past. It is now generating a high return on equity and free cash flow. 4th quarter results were excellent. All this looks great, but at the same time they have put the company up for sale. There are some regulatory concerns in the whole industry, and anything can happen. However, they have a good profile of products. He questions why they have put this up for sale if it such a great business. Feels there is downside protection, but in terms of the upside we just don’t know what will happen.

Andrey Omelchak CANADIAN CAUTIOUS No View
COMMENT DE-N Deere & Co. Market Call Tonight (BNN TV) 2016-05-24 $79.640

The economy has just gone through a commodity -type cycle. The question is, when is the cycle going to bottom out. Because we have had such a long commodity cycle, it is a really tough question to answer. Prefers taking other types of cyclical risks.

Jennifer Radman US LARGE UNKNOWN No View
COMMENT DH-T DH Corporation Market Call (BNN TV) 2016-05-24 $34.510

One of Canada’s best companies. They’ve really transformed the business over the last 4-6 years. Used to be a cheque manufacturing company for Canadian banks, but are now focused more on technology. Has a very highly predictable and highly secure revenue stream. Was under attack recently by short-sellers, but he believes the allegations were misplaced. This is going to be a very solid long-term hold for years to come.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2016-05-24 $2.250

A pretty good company, based in Calgary. They are trying to acquire different assets which they can generate free cash flow from in order to pay high dividend yields. Currently it is a very high payout ratio. He is a bit concerned about their latest acquisition which they have potentially overpaid for. Over the long-term, the management team is very smart and really know what they are doing, and will build a good business and continue paying a high dividend yield.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
TOP PICK DOX-Q Amdocs Market Call Tonight (BNN TV) 2016-05-24 $57.230

This company does the back end for a lot of the telco companies and the cable companies. When you had your 1st cell phone, you had minutes, but now you can bundle with half your office plus your grandmother, etc. It is so complicated trying to figure out how much data you are using and what you are getting billed for, and this company puts all that together. AT&T is their big customer. Dividend yield of 1.36%.

Jennifer Radman US LARGE UNKNOWN Yes View
HOLD DR-T Medical Facilities Corp. Market Call (BNN TV) 2016-05-24 $18.000

A pretty good company overall. Operates 6 facilities in the US. Dividend yield of approximately 6.4%, which he believes is sustainable. Management has a net cash position. They recently appointed a new CEO, who he thinks will increase their focus on new M&A activities. The risk is what will happen on the regulatory front. You really have to understand what is happening in terms of reimbursement trades and the Medicare and Medicaid situation. Doesn’t know how the industry will evolve, and this is a big question mark. However, feels this is one of the better managed companies. Not trading at a very expensive multiple. Because of regulatory concerns don’t overweight your position.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
HOLD DSG-T Descartes Market Call (BNN TV) 2016-05-24 $26.690

(Market Call Minute.) A great company that has capitalized on the trends of monitoring and security. This is a long-term hold, despite seemingly being expensive.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
SELL EAT-N Brinker International Market Call Tonight (BNN TV) 2016-05-24 $44.300

(Market Call Minute.)

Jennifer Radman US LARGE UNKNOWN Unknown View
TOP PICK EFN-T Element Financial Market Call (BNN TV) 2016-05-24 $15.520

Earlier this year they announced plans to separate the company into 2 entities. One is a fleet business and the other is asset management. Thinks we are on the verge of a major re-rating on the back of this split. Both businesses are high quality and will both generate high ROE’s. The company is largely undervalued on the back of this. Dividend yield of 0.65%.

Andrey Omelchak CANADIAN CAUTIOUS Yes View
BUY GIB.A-T CGI Group (A) Market Call (BNN TV) 2016-05-24 $60.050

One of the better run Canadian companies. Has a high return on equity and extremely well managed. Had a bit of a hiccup in the US because of implementation, but those things happen. They will continue delivering. A tremendous organization. Every year they conduct tens of thousands interviews with their clients. They understand the trends and are always at the forefront of those trends. They keep ahead of their competition. A great company to own for the long-term.

Andrey Omelchak CANADIAN CAUTIOUS No View
SELL GLW-N Corning Inc Market Call Tonight (BNN TV) 2016-05-24 $20.090

(Market Call Minute.)

Jennifer Radman US LARGE UNKNOWN Unknown View
BUY on WEAKNESS GM-N General Motors Corporation Market Call Tonight (BNN TV) 2016-05-24 $31.050

Another example where we haven’t seen that big of a fall off in terms of operating metrics or auto sales in the US or globally. However, at the same time there is a fear that something bad is going to happen. A lot of these have been under pressure because people are feeling we are at the end of the cycle. There is a lot of volatility in these types of names, and there could be a better entry point.

Jennifer Radman US LARGE UNKNOWN Unknown View
COMMENT HD-N Home Depot Market Call Tonight (BNN TV) 2016-05-24 $133.360

A lot of consumer spending is on the home. A lot of good stuff is happening in this company. They are executing very well. Growth has been great. The valuation is what is keeping her on the sidelines.

Jennifer Radman US LARGE UNKNOWN No View
HOLD HLF-T High Liner Foods Market Call (BNN TV) 2016-05-24 $18.690

This is a long-term Hold, not a short-term play. They capitalize on the trends of seafood and healthier eating, which are currently very strong across North America. Historically they’ve done an outstanding job, making very good acquisitions, integrating them well. Lately have run into some problems. Organic growth has been negative and they’ve taken on too much debt. They have a leveraged situation which they are now addressing. Feels they’ve done a pretty good job recently in improving the business, and you should see them going back to the positive growth rate.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT IAG-T Industrial-Alliance Life Ins Market Call (BNN TV) 2016-05-24 $42.200

Industrial Alliance Group (IAG-T) or Intact Financial (IFC-T)? This is a fantastic company and really well-managed. CEO has done a tremendous job. The company understands risk management. He would not want to bet against this in the long run. It is hard to choose between these 2. They are both long-term holds and they both know how to manage risks.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT IFC-T Intact Financial Market Call (BNN TV) 2016-05-24 $91.880

Industrial Alliance Group (IAG-T) or Intact Financial (IFC-T)? When you have a great business and there is a one-time event that is not replicable, and the company sells off in a material fashion, this is one of the best investment opportunities, and is the kind of opportunity that Intact Financial represents. It is hard to choose between these 2. They are both long-term holds and they both know how to manage risks.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT IGG-T Innova Gaming Group Market Call (BNN TV) 2016-05-24 $1.170

Everybody has been excited about the gaming stocks, but now the tide has changed quite a bit. He looked at this briefly, but wasn’t particularly excited about the portfolio product they have. If investing in this sector, there are several considerations you have to keep in mind. 1.) Make sure the company has a product that is less prone to regulations. 2.) Make sure you have the best player. He is very skeptical about investing in small gaming companies.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
HOLD KGI-T Kirkland Lake Gold Market Call (BNN TV) 2016-05-24 $10.330

(Market Call Minute.) Great management team that has excellent operational experience. They’ve really delivered. Have improved the quality of the gold they are getting.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
HOLD MCD-N McDonalds Market Call Tonight (BNN TV) 2016-05-24 $123.950

(Market Call Minute.) Still posting negative comps, and yet because they are getting better it is being priced in the market.

Jennifer Radman US LARGE UNKNOWN Unknown View
HOLD MFC-T Manulife Financial Market Call (BNN TV) 2016-05-24 $19.370

Has had a number of issues in the past, especially with their US investments. Have fixed some of the issues so it is now a better managed company. Wouldn’t consider this as “Best in class”, but more or less in the middle of the pack. Their Japanese operations are very good.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
DON'T BUY MSL-T Merus Labs International Market Call (BNN TV) 2016-05-24 $1.700

Trying to focus on European markets which they feel is less prone to regulation as each jurisdiction in Europe is regulated separately. Have done a number of acquisitions. However, some of the drugs in their pipeline have a declining profile, so you have to be really careful to understand how their base business is doing and how much they are paying for acquisitions. It is hard to gauge whether they have overpaid are not for the right acquisitions, but he doesn’t feel they got them cheap. Also, they have utilized the stock price to pay for some of those. Be very careful on this one.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
HOLD NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2016-05-24 $40.870

This is one of the great Canadian companies. There is a huge bus replacement cycle happening in the US, and there is more and more capital being allocated to this. The company is capitalizing on the huge industry trend, and at the same time management is doing a great job in operating facilities efficiently and providing the product to the different municipalities. Thinks they will continue surprising on the upside in terms of their profitability and their margin expansion and there will be an increasing ROE and ROC. Feels there is still much more wind behind their back. Run by a top management team. There is a multiyear cycle happening right now.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT NLN-T Neulion Market Call (BNN TV) 2016-05-24 $1.070

A pretty good company. Just renewed their contract. They are doing a pretty good job in providing technology that is needed to generate high-quality content. A good free cash flow generator. Currently trading closer to its fair value, and this could be a potential take out candidate if they continue delivering.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT PIH-T Pacific Insight Electronics Market Call (BNN TV) 2016-05-24 $12.830

They’ve done a tremendous job in delivering, especially since the beginning of the year. Has been able to integrate into the different automobile manufacturers and provides a product that runs better than most of the competition. Not only has there been an increase in new US vehicles, but also the content they provide per vehicle has skyrocketed. It could also be a potential take out candidate. Expects continued ongoing good deliveries, seeing how the industry is shaping up.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
HOLD PWF-T Power Financial Corp Market Call (BNN TV) 2016-05-24 $31.700

A solid Canadian company paying a pretty good dividend yield with good management. Their business is predictable and sustainable with no pending regulatory changes. A good Hold for income oriented investors.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
PAST TOP PICK RHI-N Robert Half International Market Call Tonight (BNN TV) 2016-05-24 $40.800

(A Top Pick Aug 13/15. Down 26.49%.) Provides staffing services, to mostly middle size companies in the professional space. Has been her most frustrating position by far. Nothing bad is actually happening, and in fact results still look very good, but it is the fear of an expectation of a recession, and how the earnings will look in that sort of environment. This still has a very strong growth rate for the type of economy that we are currently in. She would have had this as a Top Pick but had it the last time she was on.

Jennifer Radman US LARGE UNKNOWN Yes View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2016-05-24 $55.440

Valuation has always scared her. A lot of good stuff has already been factored in. This is an example of a lot of great things happening with the company. Really likes their innovative management, rolling out technology in a coffee shop.

Jennifer Radman US LARGE UNKNOWN No View
HOLD SLF-T Sun Life Financial Inc Market Call (BNN TV) 2016-05-24 $45.500

Feels the insurance sector is underappreciated and there is room for potential upside, especially relative to the banks. A solid hold for the long-term, but you have to decide whether you want to be in the insurance space or the banking space. He would be more motivated by insurance.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT UA-N Under Armour Market Call Tonight (BNN TV) 2016-05-24 $38.220

A great and exciting brand. Have a lot of top-notch athletes they have signed to the label. Most of the younger kids coming up and playing sports are under this label. It is also benefiting from the overall athletic trend for people who are looking for the sporty look. Thinks the market is expecting 25% growth in earnings this year, and yet there is still a 60X earnings multiple on the stock. When you get into these types of valuations, a lot of the excitement is already priced in. A bit rich for her.

Jennifer Radman US LARGE UNKNOWN No View
BUY UNP-N Union Pacific Corp Market Call Tonight (BNN TV) 2016-05-24 $81.290

(Market Call Minute.)

Jennifer Radman US LARGE UNKNOWN Unknown View
COMMENT UR-T UrtheCast Corp Market Call (BNN TV) 2016-05-24 $1.050

Takes high-definition pictures and videos from space, and can monetize this with their partnerships. However, the proof is really in the pudding. To date they haven’t generated much in terms of cash flow. They still need to install more cameras. When all cameras are placed in one space station you have to be careful, even though they have this insured. This is more of a speculative story.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
HOLD VIAB-Q Viacom Inc. Market Call Tonight (BNN TV) 2016-05-24 $41.300

(Market Call Minute.)

Jennifer Radman US LARGE UNKNOWN Unknown View
COMMENT WBA-Q Walgreen Boots Alliance Market Call Tonight (BNN TV) 2016-05-24 $77.150

This did the Boots’ acquisition which gives them the 1st cross-border type of benefit. She has stayed away from a lot of these consumer staple kind of names, on the prospect of a higher interest rate. Ever since the recession there has been a huge need for yield.

Jennifer Radman US LARGE UNKNOWN No View
PAST TOP PICK WHR-N Whirlpool Corp Market Call Tonight (BNN TV) 2016-05-24 $174.250

(A Top Pick Aug 13/15. Up 2.13%.) It’s the housing side of things and consumer spending that is doing well in the US economy. The company is getting some product launches and some good momentum. Recently did acquisitions in Europe and China which are starting to do well. Also, has some Brazil exposure amounting to about 15% of its revenue. Still likes.

Jennifer Radman US LARGE UNKNOWN Yes View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2016-05-24 $70.240

Same-store sales was a bit of an issue in an unexciting stock. It is so big and so entrenched that it is hard to see how they really get beyond GDP growth kind of revenue. She is on the sidelines for this.

Jennifer Radman US LARGE UNKNOWN No View
TOP PICK XTC-T Exco Technologies Market Call (BNN TV) 2016-05-24 $12.540

Specializes in providing different support things for the automobile sector, so are really capitalizing on this uptrend in autos. Well-managed with a top notch management team. They are having a CEO transition, which he is not too concerned about, as the past CEO will become chairman. The stock has been beaten down with the sector, which he feels is premature. Everybody is speculating that new car sales have reached their peak. Even if that is so, this company is trading at extremely attractive valuation multiples. They have quite a bit of revenue coming from outside of North America. Feels they will also have opportunities to deploy excess capital. Has about $30 million in excess capital. Dividend yield of 2.25%.

Andrey Omelchak CANADIAN CAUTIOUS Yes View
TOP PICK Y-T Yellow Media Inc Market Call (BNN TV) 2016-05-24 $19.220

This has evolved from a Yellow Pages directory into a media company. 62% of their revenues come from their media assets. They are repaying their debt very aggressively and improving their capital structure. They’ve done this in France, and are now doing it in Canada. Trading at very attractive EBITDA multiples.

Andrey Omelchak CANADIAN CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-20 $0.020

Market. Feels the US bull market is getting mature, and you have to be a little more selective, but there are spots that are working. Something interesting that is playing out right now is that there are currently significant potential negative outcomes that people are fussing and worrying about. Donald Trump has been sabre rattling like crazy in a horrible and corrosive campaign. That is very destabilizing for markets. If he becomes US president, he has no experience, no political pedigree, and doesn’t know how to make Washington work, which is a bit nerve-racking. Markets feed off certainty better than uncertainty, predictability better than the opposite. He doesn’t think it will ultimately happen.

Cameron Hurst US EQUITIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-20 $0.020

Markets. The uncertainty in the market is going to be with us right through to the end of the year. The biggest unknown is the Central Banks and how much of a mess have they really created. He has been on the negative side, not believing that the experiment would work. Because of that, there are a lot of really smart people on Wall Street preparing themselves by buying insurance against a negative outcome of their actions. The best protection for that is gold. The demand for gold is continuing to increase, and on top of that the price is being kept down by what he thinks is a little bit of counterfeit on the futures market. Right now we have 500 contracts that are paper versus one actual insurance policy. That is not going to last. The real demand will continue to pick up going forward. If the central banks have lost control, as he thinks, they won’t be able to raise rates and are going to have to play the negative rate environment. For Canadian investors it is important to understand that our government has sold all of its gold. The Cdn$ is going to be in a negative unwinding of this. He particularly recommends that Canadian clients hedge themselves by allocating some of their investment assets into gold.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-20 $0.020

Energy. Has been out of this since October 2014, but now thinks we have hit bottom and it is a good time to start adding some really cheap stocks in this area.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
WAIT AA-N Alcoa Market Call (BNN TV) 2016-05-20 $9.110

Wouldn’t go into this just yet. It is still firmly in the value investor camp. Starting to gain traction and commodity stabilization is starting.

Cameron Hurst US EQUITIES UNKNOWN No View
COMMENT ABC-N Amerisourcebergen Corp Market Call (BNN TV) 2016-05-20 $74.820

A big drug distributor. Part of the problem is drug pricing, and generic pricing has become a bit of a political issue as well. Have a sustainable and growing dividend, but now it is in a situation where even if management gets it all right, there is a huge investor turnover to work through before starting to make your money back. He tends to avoid these because the return over time is not very good.

Cameron Hurst US EQUITIES UNKNOWN No View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2016-05-20 $13.550

Artis REIT (AX.UN-T) or Crombie REIT (CRR.UN-T)? Likes Crombie as a good place to start adding, which he is doing right now. He likes the food side and their attachment to Sobey’s. On this one he is wondering at what point he starts to enter again.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Unknown View
BUY BEP.UN-T Brookfield Renewable Energy Market Call Tonight (BNN TV) 2016-05-20 $38.040

Although he cut back on his REITs last fall, he is now adding back because some of the yields are quite nice. However, he is still cautious on the sector. Likes this one and is adding to his holdings. Have great properties globally. Dividend yield of 6.13%.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
TOP PICK BGM-X Barkerville Gold Mines Market Call Tonight (BNN TV) 2016-05-20 $0.485

This is going to become one of Canada’s highest producing gold mines. It is in BC with low political risk. High grade gold and they start production sometime this year.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
COMMENT BTB.UN-T BTB Real Estate Investment Trust Market Call Tonight (BNN TV) 2016-05-20 $4.680

(Market Call Minute.) Not a bad REIT. Good yield.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Unknown View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2016-05-20 $14.920

This is strictly a supply/demand scenario. Right now there is so much momentum in other things that he would be shoring up those monies in the areas where he sees momentum coming, and that would be on precious metals.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Unknown View
COMMENT CRR.UN-T Crombie Real Estate Investment Trust Market Call Tonight (BNN TV) 2016-05-20 $14.720

Artis REIT (AX.UN-T) or Crombie REIT (CRR.UN-T)? Likes this one as a good place to start adding, which he is doing right now. He likes the food side and their attachment to Sobey’s. He has just raised the target. A very steady, safe, boring business that generates a lot of cash flows.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
HOLD CUF.UN-T Cominar Real Estate Inv Tr Market Call Tonight (BNN TV) 2016-05-20 $17.390

Why have they discontinued the DRIP? If a company has stopped their DRIP program, it’s more that they don’t want to continue issuing shares and continuing its dilution. REITs are a good place to be, and this is one of the better ones. His company has it as a Sector Perform with a $17.50 target in 12 months.

$17.50 in 12 months Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER No View
COMMENT CVS-N CVS Health Corp Market Call (BNN TV) 2016-05-20 $99.460

You are dealing with a staple, so you have a rich valuation. Likes their diversified model with the retail component and the PBM (Pharmacy Benefits Management). They put up very consistent double digit growth. Trading at 15-17 times, so you are paying for it, but you are also paying for its consistency. He would be very comfortable with this name.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
PAST TOP PICK DRG.UN-T Dream Global REIT Market Call Tonight (BNN TV) 2016-05-20 $9.090

(A Top Pick May 1/15. Down 2.34%.) Reduced his holdings. He likes to hold this and the Australian REIT to diversify his REIT exposure globally. This one has a lot of very good properties in Germany, and it’s all commercial. Germany is at the bottom, and this is a good place to be adding to. Dividend yield of 8.8%.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
HOLD EUO-X Eurocontrol Technics Group Inc Market Call Tonight (BNN TV) 2016-05-20 $0.190

One of the more hidden high-tech plays within his portfolio. He likes management. At the molecular level, they can track oil to see if it has been diluted or not. In this whole terrorism thing, this has become a very big deal. A very interesting technology and going forward they will do quite well.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
DON'T BUY F-N Ford Motor Market Call (BNN TV) 2016-05-20 $13.190

(Market Call Minute.) Strong OEM story. A lot of it has been played out. Feels we are now in a toppy auto cycle. He would be a little cautious.

Cameron Hurst US EQUITIES UNKNOWN No View
DON'T BUY FIT-N Fitbit Inc Market Call (BNN TV) 2016-05-20 $14.600

(Market Call Minute.) This falls into the fad investing category. He is not entirely convinced that it is that effective.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
TOP PICK FNV-N Franco-Nevada Corp Market Call (BNN TV) 2016-05-20 $65.520

A relatively conservative play on gold. He likes the royalty streaming assets that they do, as opposed to being in the ground and trying to dig it out where you have a lot more risk and volatility. He likes gold right now, based on global negative interest rates. Dividend yield of 1.36%.

Cameron Hurst US EQUITIES UNKNOWN Yes View
HOLD FR-T First Majestic Silver Market Call Tonight (BNN TV) 2016-05-20 $15.040

To him this is a top in silver companies. He is quite happy to hold on right now.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
PAST TOP PICK FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2016-05-20 $11.160

(A Top Pick May 1/15. Down 33.06%.) He got stopped out on this.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER No View
COMMENT GEI-T Gibson Energy Market Call Tonight (BNN TV) 2016-05-20 $16.150

Not a bad place to start adding. Doesn’t see this as an energy company, but more as a pipeline. Dividend yield of 8%, which he thinks they can maintain.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
COMMENT HBM-N Hudbay Minerals Inc Market Call (BNN TV) 2016-05-20 $3.860

The chart on copper is very early. The commodity cycle seems to be getting its footing. A lot of this has to do with China. Still pretty early. There is a strong earnings revision cycle, especially on something that can be is highly torqued as minerals.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
PAST TOP PICK HD-N Home Depot Market Call (BNN TV) 2016-05-20 $131.850

(A Top Pick Aug 21/15. Up 15.92%.) Feels very comfortable with this. It just continues to tick along in the band of top growth rate. US housing market is doing really well and this feeds into both sides of this company, the Pro and the DYI.

Cameron Hurst US EQUITIES UNKNOWN Yes View
DON'T BUY HPQ-N Hewlett-Packard Co Market Call (BNN TV) 2016-05-20 $11.660

Chart does not look strong. You have to validate as many factors as you can to raise the odds of success, and he does this by using technicals. This company gets tripped out of his process by the technicals. A great company, but not a great stock right now. This company is not really strong in the higher growth segment. 4.25% dividend yield.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
WAIT HR.UN-T H&R Real Estate Inv Trust Market Call Tonight (BNN TV) 2016-05-20 $21.770

His only concern would be their Alberta properties. This is one of the most solid REITs in Canada. Wouldn’t be too concerned about the yield, but wouldn’t necessarily overweight it because of its regional exposure to Alberta.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Unknown View
HOLD LAC-T Lithium Americas Corp Market Call Tonight (BNN TV) 2016-05-20 $0.880

All of a sudden there is a whole slew of interest on lithium, but thinks some of the stocks have gotten ahead of themselves. If you already own this, he would continue to Hold. The company has a particularly good project in Argentina, where there is a lot of lithium out of salt beds. They have done a joint venture with SQM out of Chile, one of the biggest players in lithium, which bodes really well for this company.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER No View
PAST TOP PICK MNST-Q Monster Beverage Corp Market Call (BNN TV) 2016-05-20 $147.900

(A Top Pick Aug 21/15. Up 6.68%.) Coke (KO-N) has a 20% stake, and that ultimately opened up international distribution in a big way. Also, pulled in some margin accretive aspects of the business, such as concentrates and syrups. Thinks this ultimately become part of Coca-Cola.

Cameron Hurst US EQUITIES UNKNOWN Yes View
COMMENT NFLX-Q Netflix Inc. Market Call (BNN TV) 2016-05-20 $92.490

This was one of the driving forces behind the upgrade in content on TV and they did really well. From his perspective, it looks good. Trading strongly and has come off the bottom. Because the stock had such a huge run last year, it probably needs some time to work that off, and might become investable again. If you are nervous, this is the kind of name that you could trim back for now, and then on a break out go back in.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
BUY NPI-T Northland Power Inc Market Call Tonight (BNN TV) 2016-05-20 $22.210

Considering how much we pay on our monthly bills, the future is quite good for most utilities. He likes this one. Dividend yield of 4.9%.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
DON'T BUY PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2016-05-20 $2.370

He is torn on this. Had owned it in the past for a long, long time. Lately he thinks this has matured way too much, so it is not one of his top picks on the energy front.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER No View
COMMENT PRU-N Prudential Financial Inc Market Call (BNN TV) 2016-05-20 $77.670

Currently there has been a ratcheting higher of expectations for a rate increase, which would be positive for financials. People think a higher rate will push the yield curve on the short end higher, which should reflect higher inflation expectations in the out years, lifting the long end of the curve. There is a feeling that everyone is currently dramatically underweight on financials. There is probably some short term life to financials. Doesn’t feel rates are going to go high quickly. He holds a neutral to bearish views on financials.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
BUY RCL-N Royal Caribbean Cruises Market Call (BNN TV) 2016-05-20 $78.900

(Market Call Minute.) This is hanging in really well. They just put up some strong numbers. Yield and revenues have been quite good. Chart seems reasonably supportive from this point on.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
COMMENT RDS.A-N Royal Dutch Shell PLC (A) Market Call (BNN TV) 2016-05-20 $49.220

One of the big, global energy plays. It does look like energy is turning, which is the single most important driver for this company. Prefers Schlumberger (SLB-N). Feels the theme is very early, but the right stability factors seem to be in play. All these companies have technical formations that gets him interested. (See Top Picks.)

Cameron Hurst US EQUITIES UNKNOWN Unknown View
COMMENT ROST-Q Ross Stores Inc. Market Call (BNN TV) 2016-05-20 $52.490

US retail. This company is pretty good. Had an earnings miss recently and the stock was beaten up a little. Has moved into a negative earnings revision cycle. Feels the company is pretty well run, but the industry is running into some strong headwinds. If you own, he would recommend using a stop loss.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
COMMENT RUF.U-X Pure Multi-Family REIT LP Market Call Tonight (BNN TV) 2016-05-20 $5.600

(Market Call Minute.) He likes this, but would not overweight it, because it is more residential. Likes commercial real estate a lot better.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Unknown View
BUY SIA-T Sienna Senor Living Inc Market Call Tonight (BNN TV) 2016-05-20 $17.100

Luxury senior resident REITs? He would look at this. Likes their properties. Their cash flow payment has been pretty steady. Management is extremely good.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
TOP PICK SLB-N Schlumberger Ltd. Market Call (BNN TV) 2016-05-20 $74.960

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.

Cameron Hurst US EQUITIES UNKNOWN Yes View
DON'T BUY SPB-T Superior Plus Corp Market Call Tonight (BNN TV) 2016-05-20 $11.030

(Market Call Minute.) Not his top pick, and he would be adding into other areas instead.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER No View
COMMENT T-N A T & T US Market Call (BNN TV) 2016-05-20 $38.450

Likes their DirecTV acquisition the most. It gave them a lot of different synergies, expense and additional revenue to wring out. Your biggest risk right now with telecom is interest rates. These companies are very sensitive. Pays a 4.5%-5% dividend yield. This is really a call on rates. If we have low rates, this will continue to chug higher, but if they accelerate, this is going to get hurt.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
COMMENT TEI-T Toscana Energy Income Corp. Market Call Tonight (BNN TV) 2016-05-20 $2.300

Thinks the future is going to be very bright. Hasn’t sold any of his holdings, but hasn’t actually added either. They had to cut the dividend. Very solid assets and fundamentally is very cheap. This could be a good acquisition for somebody at this price.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
DON'T BUY TRN-N Trinity Industries Market Call (BNN TV) 2016-05-20 $17.240

Rail car manufacturer. It is important to recognize market demand on this type of company. Right now rails are having a really tough time. Their investment cycle has slowed. It is unlikely to turn dramatically and quickly. Feels there are greener pastures in the meantime.

Cameron Hurst US EQUITIES UNKNOWN Unknown View
PAST TOP PICK UNH-N UnitedHealth Group Inc Market Call (BNN TV) 2016-05-20 $130.940

(A Top Pick Aug 21/15. Up 14.36%.) Obama care has got so many more people into the insurance net. Also, the demographics are working. This is the largest Medicare and Medicaid provider in the US.

Cameron Hurst US EQUITIES UNKNOWN Yes View
TOP PICK UNH-N UnitedHealth Group Inc Market Call (BNN TV) 2016-05-20 $130.940

This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.

Cameron Hurst US EQUITIES UNKNOWN Yes View
PAST TOP PICK USA-T Americas Silver Corp Market Call Tonight (BNN TV) 2016-05-20 $0.330

(A Top Pick May 1/15. Up 57.14%.) This continues to be a Top Pick. 

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
TOP PICK USA-T Americas Silver Corp Market Call Tonight (BNN TV) 2016-05-20 $0.330

Management is the M&A team from America Barrick. Ever since they took over these 3 different mines, the price of silver has always been higher than the cost of production. What kept them alive, and what not many managers would have done, every quarter they would ramp up production more than the decline. They have gone from 500,000 ounces to 5 million ounces equivalent of silver production. This is the 1st quarter where we have the inverse where the price of silver is higher than the cost of production, and that spread will continue to widen. Going forward, clients will be very well rewarded.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
TOP PICK VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2016-05-20 $42.710

When he starts putting money back into a sector, he likes to go into the one that did the best. This one did the best which means money stayed with it. Assets are not just in Canada, but offshore as well, mostly in Europe. They get the higher pricing of Brent. Dividend yield of 6.04%.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER Yes View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2016-05-20 $69.860

Hasn’t been a big fan of this for a while. They put up some pretty big earnings recently. The problem is that it is being squeezed. You have high end boutiques taking one set of customers, and dollar stores take the other set.

Cameron Hurst US EQUITIES UNKNOWN No View
DON'T BUY YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2016-05-20 $6.220

(Market Call Minute.) Not his favourite. He would put money elsewhere.

Jaime Carrasco RESOURCE, UTILITY & REITs BULL on GOLD & SILVER No View
PAST TOP PICK 4914-JP Takasago International Market Call (BNN TV) 2016-05-19 $0.010

(Top Pick June 2/15, Down 8.00%) Revenue growth and earnings growth are in the double digits, partially because of the currency changes.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
TOP PICK 7734-JP Riken Leiki Market Call (BNN TV) 2016-05-19 $0.000

A global player with pretty good earnings growth and revenue growth.  Number one player in several niche areas.  Trading at 9 times earnings and a steep discount to book value.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-19 $0.020

Markets.  The question is if the Fed will raise interest rates more than once this year.  The Fed increase is given.  The outcome is that there is a lot of risk out there.  The emerging markets have sold off and the US$ has had an impact in Brazil, Argentina and Mexico.  It is hard to find bright spots.  Should you be putting all your eggs into the TSX or the S&P?  The best way to move forward is to focus on value and not be over weighted in any commodity sector.  He is a bottom up investor and will hold cash if he doesn’t find anything to buy.  Residential real estate can be a lousy investment.  You have to pay the right price for it.

Lorne Steinberg Deep Value Global Equities BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-19 $0.020

Market. Markets are showing a sign of fatigue after bouncing off the lows of January and February. There was a very sharp rally from January and February bouncing off the 2,100 level on the S&P 500. $14,000 seems to be an overhead resistance for the TSX. The S&P and TSX are trading at around 17-18 times forward earnings. That is a premium to a 10-year average of 14-15 times. We are going to slow down a bit and be range bound, being a little bit bumpy going forward. The earnings picture on the corporate side hasn’t been very good. There are concerns about global economic growth and geopolitical tensions, whether about the UK or things happening in Venezuela. We have a very uneasy US political backdrop as well. There is also the timing of the US Federal Reserve interest rate. He is about 12% in cash. When investing now, you want to be in the high quality, more defensive areas, lower beta type of stock, and that can include consumer staples, utilities, healthcare or telecom. Those types of names tend to be a little more predictable and reliable.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-19 $0.020

US banks. Rising interest rates will represent improved profits through higher net interest margins for US banks. The banks haven’t really participated in the rally we have seen since January/February, which is troublesome for the overall market. They represent some decent values, but there is some concern about where the economy interest rates are going. The sector has moved above the 200 day moving average, which is positive.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
PAST TOP PICK AA-N Alcoa Market Call (BNN TV) 2016-05-19 $9.120

(Top Pick June 2/15, Down 29.16%) They are a low cost producer and can still generate cash flow at reduced commodity prices.  You have to step in at low prices because if you wait for the commodity price to increase you will miss it.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
DON'T BUY AAPL-Q Apple Market Call (BNN TV) 2016-05-19 $94.200

The largest market cap stock in the world.  Half of their revenues are the iPhone.  Sales are slowing as people keep phones for longer.  It looks cheap as a large part of the market cap is in cash.

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-05-19 $94.200

The chart is starting to look a little rough.  The 200 day moving average is falling and the stock is below the 200-day, 100-day and 50-day averages. The concern is how much further can the iPhone actually go. It represents two thirds of their revenues, which is very significant. If Apple does not succeed in China, it is going to spell a little bit of trouble for the company in terms of growth. The years of its extreme growth may be behind it. Right now he is looking for an exit point.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
TOP PICK AEG-N Aegon N.V. Market Call (BNN TV) 2016-05-19 $5.000

70% discount to tangible book value.  6% dividend which they got permission to raise and to buy back shares of.  They are painted by the brush for the US financials.  It has very significant upside over the next couple of years.

Lorne Steinberg Deep Value Global Equities BEARISH Yes View
COMMENT AMLP-N Alerian MLP ETF Market Call Tonight (BNN TV) 2016-05-19 $12.253

A basket of midstream and infrastructure energy names. Pays about a 9% dividend yield. Has gotten beaten up quite dramatically, but has started to recover from its February lows. If you think the energy sector is recovering and stabilizing, this might be a good name to hold for income and capital appreciation.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
BUY ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-05-19 $56.040

They have a dual class share structure and he is not crazy about it.  They are in a lousy business but did an amazing job.  He does not own it because it is too expensive.  An unbelievable Canadian success story.

Lorne Steinberg Deep Value Global Equities BEARISH No View
WATCH BAC-N Bank of America Market Call (BNN TV) 2016-05-19 $14.530

US banks are under pressure from low oil prices and interest rates.  These companies got rid of all their problems and are well positioned if oil and interest rates do well including the US economy.

Lorne Steinberg Deep Value Global Equities BEARISH No View
BUY on WEAKNESS BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-05-19 $60.000

Sold his holdings recently in the $59-$60 level because these names start to become a bit toppy and hitting the highs that they had hit before. He likes the name. Great dividend, great cash flow and good media content. Would like to buy it a little cheaper.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT BRK.A-N Berkshire Hathaway Inc. (A) Market Call Tonight (BNN TV) 2016-05-19 $211179.990

This has actually underperformed the S&P 500 over the last 3 years. Year-to-date however, the shares have outperformed and are about 6% better than the S&P. In the last few years, in a growth environment, this has underperformed. On a go forward basis, it might make a lot of sense. It really depends on whether we are truly going back into a Value-based environment versus a growth environment.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
BUY on WEAKNESS CAT-N Caterpillar Market Call (BNN TV) 2016-05-19 $69.430

A great company but a chunk of their business is tied to mining.  He looked at it and decided he would step in at $60. 

Lorne Steinberg Deep Value Global Equities BEARISH No View
COMMENT CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2016-05-19 $99.940

Some of the biotech names, especially some of the larger cap names, represent some decent value for growth prospects they can give you. Trading below the 200 and 50 day moving averages right now, so not very strong from a technical perspective, but he does see a bottoming process. It hasn’t seen the February lows again. Touched down to it in March, but is now a little bit above those levels. He likes the stock.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
DON'T BUY CF-T Canaccord Financial Inc Market Call (BNN TV) 2016-05-19 $4.130

The whole Canadian independent brokerage sector is under extreme pressure.  They now got rid of a lot of acquisitions.  Unless the resource sector comes back, they are faced with headaches. 

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
COMMENT CPD-T iShares S&P/TSX Preferred ETF Market Call Tonight (BNN TV) 2016-05-19 $12.370

BMO S&P/TSX Laddered Preferred (ZPR-T) or iShares S&P/TSX preferred (CPD-T)? The only difference between these 2 is that ZPR probably has a little bit more in the rate reset preferred shares, which are the shares that will do well when interest rates start to move higher. The both are very similar though. This one gives you about a 5% dividend yield, and you are basically investing in preferred shares. There is going to be some volatility in the preferred share market.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT CRH-T CRH Medical Corp. Market Call (BNN TV) 2016-05-19 $3.880

They are in the gastro anesthesiology business.  They have found a couple of pretty good niches.  They are market leaders in the markets they are operating in.  They are now integrating the acquisitions.  Impressive management team.  It is a growth stock and not a value stock.  He would like to meet them, however.

Lorne Steinberg Deep Value Global Equities BEARISH No View
DON'T BUY DIR.UN-T Dream Industrial REIT Market Call (BNN TV) 2016-05-19 $8.130

A 9% yield is high so pay attention to why it is so high.  Lots of Alberta exposure.  They want to reduce leverage.  There are a number of issues that cause him to look elsewhere.

Lorne Steinberg Deep Value Global Equities BEARISH Unknown View
BUY DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-05-19 $98.410

This represents a great, long term name, premium brand. He really likes their ability to have a franchise in the studio, moving on to the theme park, moving on to merchandise, and then moving onto television. They have the multiplatform to earn revenues. Some of the concern is cord cutting with ESPN. Thinks they need to start creating that content for streaming, and that will probably lift that overhang. This stock makes a lot of sense, and a good name to own longer-term.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
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