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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) 2014-07-30 $0.020

Markets.  He is looking at the earnings of each company, but as long as the earnings are coming through he is willing to keep holding them.  You have to be stock selective.  Cap-X has been going up.  Companies don’t feel the need to keep the money on the balance sheet so much now.  He sees attractive companies in all sectors.  There is no overweight in any one sector.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-30 $0.020

Markets. The GDP out of the US today was fantastic. This should lead to stronger earnings growth going forward. As long as we see the economy growing, which it has been over the last few quarters, we should continue to see earnings numbers from individual companies continue to be positive. Thinks there could also be some concern that the strong data means higher interest rates and less taper. A few things  he is watching fairly closely are margin debts, which have continued to rise over the last several months. However, what is more concerning is that when credit gets pulled away, the margin debt numbers start to drop. He is seeing sentiment very much bullish for the newsletter writers, but the individual investors for the last 3 weeks in a row, have actually become more bearish. Two factors that he thinks are important for predicting a recession is 1) the price of oil, and whether or not it has seen an 80% increase in the past 12 months. We need oil to be trading in the $140’s for that to happen. 2) An inverted yield curve and we’re certainly not at that point in time right now.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-30 $0.020

Banks versus Lifeco’s? In his ranking system, lifeco’s rank a little bit higher. He looks for earnings growth and accelerated earnings growth. At this point in the cycle, insurance companies are going to see higher rates from higher interest rates. Also, bigger gains on their loan books based on capital markets.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-30 $0.020

Precious Metals. Six months to a year ago, he had no precious metals in his portfolios. The companies he looked at were probably in the bottom 2 deciles of his universe. In the last 6 months, these have come up in rankings. He is looking at more of these precious metal companies.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
COMMENT ABM-X Athabasca Minerals Market Call Tonight (BNN TV) 2014-07-30 $2.620

A really interesting company. Their primary business right now is gravel crushing. They operate a mine for the Alberta government. Numbers came out today and were probably a little disappointing. The real upside with this one is that they have an opportunity to participate in a frac sand market. The majority of the frac sand that is used in Western Canada gets railed in from Wisconsin. They have an opportunity to set up a depot, which will require some capital, so wouldn’t be surprised to see them raising money in the short term. This is where the huge upside is as they will be able to compete on price. The sand won’t be the same quality, but will be satisfactory for most of the frac jobs. He is looking at this one.

Bruce Campbell (2) CANADIAN BULLISH No View
PAST TOP PICK AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-07-30 $9.770

(A Top Pick Oct 16/13. Up 94.89%.) Feels there continues to be growth here. The business cycle has been expanding, and there are more overseas flights which is where they make some money. Also, they are working on cost controls.

Bruce Campbell (2) CANADIAN BULLISH Yes View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-07-30 $73.600

(A Top Pick Oct 16/13. Up 92.49%.) Continues to like this one. Has pulled back a little because of 1) articles indicating competition coming in from the US, and 2) they did a secondary offering. He still really likes it and there is still a lot of room for it to go. Own roughly 45 dealerships in Canada, and there are probably 250-300 dealerships available. If they went to smaller dealerships, there are 3,300 dealerships available.

Bruce Campbell (2) CANADIAN BULLISH Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-07-30 $30.010

(A Top Pick Oct 16/13. Up 30.59%.) This had a 3 for 1 stock split. Started to drop down in rankings, and he was looking for a higher growth opportunities, so he sold his holdings.

Bruce Campbell (2) CANADIAN BULLISH No View
SELL ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-07-30 $6.210

There are so many better places to play in the oil and gas area.  Don`t hang your hat on them getting the money from Petro China.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
BUY AVO-T Avigilon Corp Market Call (BNN TV) 2014-07-30 $25.590

The numbers seem to be very good and they took a lot of market share from others. 

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-07-30 $25.590

Had owned this under $7 and sold it at around $29. Had broken down from a technical analysis. Also, had broken down in his rankings a little. It is now showing up on his radar screen again, and he is watching it.

Bruce Campbell (2) CANADIAN BULLISH No View
WATCH BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-07-30 $32.410

From a company and fundamental standpoint, there is lots of room for them to grow, over the next few years. Probably won’t have the performance that it had in the last 2 years. Before buying, he would want to see it recover, and start to see some positive indicators from the MACD and stochastic indicators. When you see those crossover from a weekly basis that would be the time to buy.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
BUY BEV.H-X Benev Capital Market Call (BNN TV) 2014-07-30 $1.930

Thought it would do well a year ago.  What happens now is there was a fight with Difference Capital and the management team bought a royalty on a restaurant chain out west.  They placed 11 million shares and he thinks they will do very well.  There was a lot of demand for the shares.  They have a 10% yield, the stock is halted right now but when it is released it should do well.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
DON'T BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-07-30 $8.200

He has been disappointed.  It is fairly cheap and they have some good growth longer term.  Don’t sell; new people have to move into the story.  He would like to see it trade sideways for a while.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2014-07-30 $19.670

The lowest declines of any of the dividend paying energy companies. The acquisition they just made was a 14% decline rate, really low for energy companies. Yield of 4.3%.

Bruce Campbell (2) CANADIAN BULLISH Yes View
HOLD CLS-T Celestica Inc Market Call (BNN TV) 2014-07-30 $11.930

Just reported earlier this week.  Numbers were good, but softer than people expected.  He exited at $10 at his previous employer.  He owns just a little bit.  You won`t be hurt by this story.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
PAST TOP PICK CNE-T Canacol Energy Ltd. Market Call (BNN TV) 2014-07-30 $7.190

(Top Pick July 11/13, Up 116.26%) Started buying when he moved to AGF.  They did a big financing and people participated.  He really likes the story,  A lot of news coming out over the next 4-5 weeks.  A lot of catalysts in the next 6 months.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-07-30 $44.830

After they made the acquisition in Utah and came out with the numbers there, the stock moved up, but of late it has pulled back along with the rest of the sector. Very well run company.

Bruce Campbell (2) CANADIAN BULLISH No View
BUY CS-T Capstone Mining Corp. Market Call (BNN TV) 2014-07-30 $3.000

Not too many ways to play the base metals companies.  Likes management.  Mid-cap copper producer.  A lower cost producer.  He likes the story.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
DON'T BUY DHX-T DHX Media Market Call (BNN TV) 2014-07-30 $7.030

They have been in the right place at the right time.  They acquired the family channel.  They have to renew with Disney over the next few years.  They could get bought out over time.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT DHX-T DHX Media Market Call Tonight (BNN TV) 2014-07-30 $7.030

Management team has done a great job. These content libraries are just becoming more and more valuable, especially as we migrate from just watching TVs over to iPads, computers and other devices. They are picking up children’s programs, which really don’t go out of favour. Thinks this can probably go higher.

Bruce Campbell (2) CANADIAN BULLISH No View
BUY EFN-T Element Financial Market Call Tonight (BNN TV) 2014-07-30 $14.530

Has owned this in the past. Great management team. Continues to make a lot of acquisitions and continues to grow. This is one that you could tuck away for a five-year time horizon. They may not be around at that point. Had been approached by some Canadian and Japanese banks about buying out their business.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK EH-T Easyhome Market Call Tonight (BNN TV) 2014-07-30 $24.360

The finance side is the impressive side. The leasing side just continues to be sort of stagnant and not growing a whole lot. Just announced fantastic earnings today. On Tuesday they came out with a new financing package, which basically clears the way for them to grow. Have also bumped up their guide for the future, saying they are going to grow between 14% and 16%.

Bruce Campbell (2) CANADIAN BULLISH Yes View
HOLD EIF-T Exchange Income Market Call Tonight (BNN TV) 2014-07-30 $17.750

(Market Call Minute.) He would like to see how things shape up with AT&T. Their West Tower division has been having some troubles.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
TOP PICK ELW-X Elkwater Resources Ltd Market Call Tonight (BNN TV) 2014-07-30 $0.700

Have just re-capitalized, so the name will be changed to Striker Exploration. Have very small production now, less than 100 barrels per day. Look for them to make an acquisition and grow this thing into the next Raging River (RRX-T).

Bruce Campbell (2) CANADIAN BULLISH Yes View
DON'T BUY EQI-T Equity Financial Holdings Market Call (BNN TV) 2014-07-30 $9.180

There was an executive proxy battle.  He does not see how the earnings will now accelerate.  It will take a while to ramp up again.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE No View
TOP PICK ESP-T Espial Group Market Call (BNN TV) 2014-07-30 $3.220

Just signed with a tier one communications company.  Cable companies are losing a lot of business to Netflix.  Are going to try to enhance the cable experience to subscribers.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2014-07-30 $5.150

Moved out of this to increase his position in another holding. This company has great leadership and great management. He is just waiting for them to execute on a deal. They are all cashed up and waiting for something to happen.

Bruce Campbell (2) CANADIAN BULLISH No View
DON'T BUY GXI-T Guestlogix Market Call (BNN TV) 2014-07-30 $1.230

History of over promising and under delivering.  Does not like the earnings profile and cash flows.  Never hit on where they say they will.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
BUY GXI-T Guestlogix Market Call Tonight (BNN TV) 2014-07-30 $1.230

Owns this in his growth funds. Has technologies that allow the airlines to process extra payments. Have signed a couple of big contracts with 2 big airline seat manufacturers. He has been waiting for them to actually get them into the airplanes, and at that point in time there will be some revenue. Looking for a big blowout quarter, either this quarter or the next. If they miss their numbers this quarter, there will be a lot of critical eyes, but he thinks this is just a delay.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2014-07-30 $51.450

(Market Call Minute.) Fantastic management and thinks it goes higher.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
DON'T BUY HNL-T Horizon North Logistics Market Call Tonight (BNN TV) 2014-07-30 $6.240

(Market Call Minute.) 3rd quarter in a row that they’ve had a miss. Had trouble putting numbers to the bottom line.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
HOLD ITP-T Intertape Polymer Group Market Call (BNN TV) 2014-07-30 $14.040

Would continue to hold it.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
PAST TOP PICK LOY-X Loyalist Group Limited Market Call (BNN TV) 2014-07-30 $0.445

(Top Pick July 11/13, Down 24.17%) They still have an opportunity to come through. They missed on a couple of quarters.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE No View
BUY LUN-T Lundin Mining Corp. Market Call (BNN TV) 2014-07-30 $6.300

Likes it in terms of production numbers.  People are moving out of some of the other base metal names and into this one.  Likes the management team.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
DON'T BUY MCR-X Macro Enterprises Market Call (BNN TV) 2014-07-30 $4.390

They took a bit of a loss on a contract to engage some small guys.  Does not think the next quarter will be any better.  Prefers PRW-T.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT MMT-T Mart Resources Inc Market Call (BNN TV) 2014-07-30 $1.360

Nigerian oil and gas play.  This is a tough one.  It is not for the faint of heart.  Looking at acquisitions that may grow their production quite a bit.  Does not know if he would enter the stock right now.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE No View
BUY MND-T Mandalay Resources Corp. Market Call (BNN TV) 2014-07-30 $1.180

Was a favorite name at his previous employer.  They continue to come through with higher production and lower production costs.  It is rather illiquid for him with the fund he is running.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
PAST TOP PICK MRE-T Martinrea Market Call (BNN TV) 2014-07-30 $12.970

(Top Pick July 11/13, Up 14.98%) He bought Magna instead of this.  Likes both names.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE No View
DON'T BUY MSL-T Merus Labs International Market Call (BNN TV) 2014-07-30 $2.560

Looking to make acquisitions.  They are all competing on acquisitions.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT NA-T National Bank of Canada Market Call Tonight (BNN TV) 2014-07-30 $49.150

This is the one bank that would rank the highest in his process. Has performed well and continues to do so. Made some acquisitions on the capital market side recently, which continues to drive earnings for them. Also, they don’t have much of a penetration in the west, which is something they could potentially do down the road. A good holding.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2014-07-30 $0.330

Have an acquisition strategy where they are going out and buying monitoring companies. Have bought 3 in the last 12 months. Most acquisition companies are growing through acquisition, but this one is also growing organically. They are buying different companies, and then cross-selling between them. Thinks they can probably earn $.04-$.05 a share over the next 12 months. If you put a 10 or 15 times multiple on a company that is growing 20% plus per year, you can see the stock significantly higher.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY on WEAKNESS PNE-X Pine Cliff Energy Market Call Tonight (BNN TV) 2014-07-30 $1.850

Has had a great run. Announced 2 acquisitions in the last few weeks alone. He would want to see it pull back a little because you are basically paying all-time highs for it now. Phenomenal management team that keeps making acquisitions, and he expects to see more.

Bruce Campbell (2) CANADIAN BULLISH No View
BUY PRC-X Panterra Resource Market Call (BNN TV) 2014-07-30 $0.560

Did a very good at making the acquisition at a very low multiple on the deal.  They should do well as they come out with a couple of quarters after the deal. 

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
SELL PWT-T Penn West Petroleum Market Call (BNN TV) 2014-07-30 $8.570

Down 15% or so today.  This will not go to zero. If you made money on a short like this, then take the money and run. 

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
HOLD RC-T RDM Corporation Market Call (BNN TV) 2014-07-30 $2.600

It has been weak so he has been adding to the position.  A bit of a micro cap. Great balance sheet.  Trades at a low multiple with a low market cap.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
TOP PICK RE-T Rock Energy Inc. Market Call (BNN TV) 2014-07-30 $6.690

Divested some of their higher cost assets.  Cash flow growth goes from $0.76 to $1.85.  $2.75 next year.  Cheaper than the others.  Would be a good acquisition.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2014-07-30 $9.790

Wouldn’t be surprised to see Crescent Point (CPG-T) taking a look at this as an acquisition. They are in the same area.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SCR-X The Score Inc. Market Call Tonight (BNN TV) 2014-07-30 $0.335

(Market Call Minute.) Had a fairly big position in this, and has recently reduced his holdings. Management has been very good at creating value for shareholders.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2014-07-30 $8.560

Owns this in his income portfolios. Very well-managed. Thinks this will continue to grow via the drill bit like it has been. Could see it eventually as a takeout target. A lot of insider buying.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY SIO-X Sensio Technologies Inc. Market Call Tonight (BNN TV) 2014-07-30 $0.250

Loves this. Since he was last on the show, they’ve signed another major TV manufacturer, giving them 2, Samsung and LG. They have a technology that allows you to rent 3-D movies for your TV. This is going to be rolled out with LG going into the fall just prior to Christmas. This means that the number of users is going to ramp way up. At the same time they have a deal with Wi-Lan (WIN-T), so he expects there will be some patent revenue as well. Wouldn’t be surprised to see the number of 3-D users go stagnant going into the next quarter.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2014-07-30 $4.000

Owns this in his growth funds. This is one of the smaller, growthier names. These are ones that have great access to capital. The management team that has done this all before. Thinks this will continue to do very well.

Bruce Campbell (2) CANADIAN BULLISH Yes View
TOP PICK SVC-T Sandvine Corp. Market Call (BNN TV) 2014-07-30 $3.650

Turnaround story.  The management team has learned from their mistakes and now have things right.  Done well in terms of earnings over the last few quarters.  Low multiple.  $1 a share in cash.  12 times earnings.  50% earnings growth next year.  Margins continue to increase.  Multiple will continue to increase.  There is a scarcity of technology companies in Canada and this one is a good take out candidate.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
HOLD TCN-T Tricon Capital Group Market Call (BNN TV) 2014-07-30 $7.640

It has been range bound.  Met with management team and he likes the story.  There are catalysts coming up as they sell an asset.  There are better ways to play the housing market.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-07-30 $10.840

This one ranks in the middle of the pack in his processing. Expects there will be continued growth in the industry. A good-quality name. Currently, we are seeing a little bit of wind come one of the sails of the service stocks.

Bruce Campbell (2) CANADIAN BULLISH No View
HOLD TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2014-07-30 $51.700

Rock solid management team. The long term on this is that it will be built up and then sold to a large major. Continuing to grow via the drill bit. He would be comfortable holding it, if he owned.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT TRI-T Thomson Reuters Corp Market Call Tonight (BNN TV) 2014-07-30 $41.420

Owns this in his income portfolio. Earnings were in line, but not anything super spectacular. Expects to continue to see this business grow. As capital markets and the economy pick up, there is a migration from one of their services to a newer one that has higher revenues and higher margins.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT TVE-X Tamarack Valley Energy Market Call Tonight (BNN TV) 2014-07-30 $6.420

(Market Call Minute.) Likes this one. Management continues to do a great job.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY WAN-X Wanted Technologies Market Call (BNN TV) 2014-07-30 $1.190

Was a Top Pick a year and a half ago.  He still likes the story.  No analyst coverage and at some point there will be. Not afraid to buy it at these prices.  HR Management.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-07-30 $16.140

Good-quality company. As an alternative to this, he owns Surge (SGY-T) and Cardinal (CJ-T). This is a great company. Has a lower payout ratio for their grouping, somewhere around 18%-19% in decline rates. Their all-in pay out ratio is less than 100%.

Bruce Campbell (2) CANADIAN BULLISH No View
DON'T BUY WIN-T Wi-Lan Inc. Market Call (BNN TV) 2014-07-30 $3.510

They came in with earnings that were higher than expected.  They don’t have any litigation costs at present so are going higher.  But he feels it is a momentum move and should be a growth play.  It should be flat for now.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
BUY YGR-T Yangarra Resources Market Call (BNN TV) 2014-07-30 $3.490

Likes the story.  When they did financing he was the lead order.  Over the next couple of years you will see production growth.  He has been adding to his position.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-29 $0.020

Markets. There are always smart people on both sides of every trade. Going back through the past 40 years, every time there has been a market top he can give you smart people that are saying keep buying, and smart people saying that it is going to be over tomorrow. You cannot predict these things. His customers are very worried about a correction, but he sees good earnings, good valuations and low interest rates, so it is not a problem in terms of what he sees going forward. Long-term trend looks pretty good right now. We are in the middle of a long-term shift, away from bonds and into stocks. In 2009, we were in a truly different type of economy. 2009, 2010 and 2011 was a recovery. Now we are into the regular type of economic recovery. Better job growth, better earnings and companies are spending again. Interest rates are going to go up one of these days, but they are going to go up because the economy is strong, not because they have to go back up to 10%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-29 $0.020

Markets. He is not seeing any of the preconditions of a real market top. Even the 1987 plunge had at least 2 or 3 months of warning that something brutal was in the offing. He does not see it now. Unless something brand-new happens, then he thinks this bull market is going to head higher and head higher for some period of time. There are some stocks that are overdone such as the social media stocks, but that is much different than saying that there is a vast area that is set to collapse. Nothing like that on the horizon. Going forward, there will be some rotation, but that is standard in an ongoing bull market. There hasn’t been any rise in interest rates yet, and that is standard in a bull market. As the economic cycle wears on, a couple of areas in the market that are cheap, are materials, which had their big run at the beginning of the cycle and then let go, and have done nothing for the past 2-3 years. Also, interest-rate sensitive stocks like insurance companies are not too bad. Banks, by and large, have yet to see anything like a historically extended top.

Ross Healy NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-29 $0.020

Gold. Thinks gold is going higher. Governments of Japan, US and much of Europe are intent on trashing the value of their currencies. Longer-term they are not enhancing the underlying fundamentals of their currencies. In a long-term sense, that tends to be very positive for gold. Because of this, he thinks gold is a good buy. In juniors, if you pick them well, you get the best leverage, but there are many of the intermediates and seniors which make perfect sense. You just have to be patient.

Ross Healy NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-29 $0.020

Canadian Banks. First of all, Canadian banks are not a homogeneous mass. There are 6 of them and their valuations are all spread out. The one close to its historic peak is the Royal Bank (RY-T) and has been the leader all the way along, so he would still give that stock some decent upside potential of 10%-12%, but would be at a level where he would begin to look for another place to go. The potential of all of the banks is very, very strong, their balance sheets are superb, and bull markets never end until the banks top out, and our banks are not ready to top out. (See Top Picks.)

Ross Healy NORTH AMERICAN - LARGE BULLISH _N/A View
BUY AVO-T Avigilon Corp Market Call (BNN TV) 2014-07-29 $24.700

High definition surveillance cameras. Captured a lot of market share, and the company was growing very, very fast. Over 50% growth for the past 8 years prior to them going public. They went public and the stock went crazy. Everybody loved it, and then their CFO quit on the day of earnings. Everybody panicked. Stock is very volatile, and this is a high-growth company in a high-growth industry. Sales growth is 50%-70%, profit margins are increasing and the company is sitting on about $100 million in cash. He likes it.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2014-07-29 $29.610

Got regulatory approval for their rational gaming acquisitions, which will make them the biggest public online gaming company globally. It is going to trans-straddle the consumer and technology sectors. A great, great growth company. Have done nothing but execute perfectly well in terms of deals and acquisitions. Management owns 26% of the company.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-07-29 $15.340

Trading below Book Value. Currently trading right on the cusp of being in a condition of being rejected by the market, and being accepted by the market. If it can break through about $17-$18, the stock has a terrific run ahead of it.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2014-07-29 $32.850

A fabulous company that is growing very quickly and capturing a lot of the utility market. Stock had a huge run and they split it 3 for 1. Now it is in kind of a pause mode. People are worried about them sustaining the growth. This is a great company in an industry that is growing, and they are the market leader in that industry. At this price it is a pretty good bargain. Won't triple like it did in the past couple of years, but for a solid growing company it looks very good. Well-managed.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-07-29 $32.850

Had a spectacular run from 2009. Unfortunately it looks like that is pretty much everything the company is going to give you. His Fair Market Value calculation is $28, 15% lower than its current price. He would be looking at $18-$19 before entering.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
HOLD BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-07-29 $49.650

Well up there, but the stock has a terrific yield in a yield starved world. Trading at over 2.5X its Book Value and 3.5X is all that he would ever expect from it. His Fair Market Value would give him about another 20% upside. A good stock to hold.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK BYD.UN-T Boyd Group Income Fund Market Call (BNN TV) 2014-07-29 $44.000

(A Top Pick in June 21/13. Up 95.29%.) Most of their business is in the US, but have just started moving into Ontario with a couple of acquisitions. Have done a great job with collision and glass centres in the US. Still likes this.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
WEAK BUY CLS-T Celestica Inc Market Call (BNN TV) 2014-07-29 $11.760

Have done a pretty good job of turning things around. They were in dire straits in the recession when they had overcapacity and their balance sheet wasn’t that great. Have bought back a ton of stock, and are now basically waiting for the economic situation to come to them. This is a later cycle economy stock. When business is so good in the tech world and people need third-party manufacturing that is when they really start to coin. Because they bought back a lot of stock, their earnings leverage will be really good at that point in the cycle. Still a little early for this kind of scenario, but for a 2 or 3 year time frame, you should be okay. Not a bad company.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-07-29 $73.370

Stocks like this and Canadian Pacific (CP-T) and Tim Horton’s (THI-T) have done very well, reaching very, very high valuations in Price to Book terms. What they all have in common is that they have all decided that they want to buy back stocks. Realize that when you’ve got a stock that is trading at 5X its BV, which means that for every $1 of equity that you are taking out of the treasury to buy stock, you are buying $0.20 worth of equity to cancel. This means your ROE on investment is worth -80%. You are actually subtracting value, and the BV is going down. This means that when you have a market correction, the downside risks are increasing in those stocks. What they should do is issue stocks, raise the BV and use the money to expand their existing business. If you have no use for the money, then at least give the existing shareholders a dividend. In the short term, these things are working out quite well. If you own, the stock could run further, but be ready to Sell.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-07-29 $44.750

He sees energy stocks as being reasonable value here. This one has done well. There is now a setback in the group, but he thinks this is a setback on its way to higher levels. He can see 30%-40% ahead from here.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
BUY CR-T Crew Energy Inc. Market Call (BNN TV) 2014-07-29 $10.010

Likes management. In terms of natural gas exposure, he would put this as number 4 or 5 in terms of companies to own for natural gas exposure. Has done a great job. Good assets, good management, good geological prospects and a good team. A good one for this sector.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-07-29 $25.710

Topped out in 2000 at about 18X its Book Value and then has spent 10 years in the wilderness. Gradually all that equipment that was installed back then is getting technologically old and is needing to be replaced. In the meantime we have Cloud computing coming on strong, and this company is superb in the hardware area there. Yield of 2.96%.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK CSS-T Contrans Group Inc Market Call (BNN TV) 2014-07-29 $15.200

TransForce (TFI-T) has an offer in to buy this and it is board approved. Transforce stock went up 10%. It’s $0.30 accretive to earnings, which at a 15X multiple is worth almost $5 to Transforce stock. Everybody loves this deal, which by default means it is a bad deal for Contrans. This stock, at $15 with a 15X multiple on next year’s earnings, is an $18 stock without a takeover. This is at the economic stage where earnings will start to ramp up. Yield of 3.97%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
STRONG BUY CSU-T Constellation Software Inc. Market Call (BNN TV) 2014-07-29 $257.250

This has been a great stock performer. Even though revenue has gone from about $200 million to billions, the number of shares outstanding has been unchanged for 10 years. When you can grow without diluting your shareholders, it is brilliant. CEO owns $300-$400 million in stock. Now starting to do larger acquisitions. They have the ability to do third-party financing, where other people take the risk and they share in the profits. This is one of those great companies that you buy and 5 years later you will be happy.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY CUS-T Canexus Corp Market Call (BNN TV) 2014-07-29 $4.780

Had this as a C+ rating, but lowered it to a C, which is a “Don’t Buy”. Not attractive on very many matrix right now. They cut their dividend. Diluted shareholders quite substantially this past year. Had cost overruns on some of their projects. Better to wait until all the problems are fixed. Any time a company cuts its dividend, the remaining dividend is always suspect.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK D.UN-T Dream Office REIT Market Call Tonight (BNN TV) 2014-07-29 $29.230

The stock has been unfairly hammered by the market and has very nice upside potential. Yield of 7.66%.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY DFN-T Dividend 15 Split Corp. Market Call (BNN TV) 2014-07-29 $11.990

(Market Call Minute.) Doesn’t see the point in paying a management fee to own 15 financial stocks. Just buy the banks yourself, save the fee and you’ll be fine.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY DHX-T DHX Media Market Call (BNN TV) 2014-07-29 $6.900

A great example of a management team that have spun out and done it all before. They are now picking out libraries like Teletubbies and forming timeless content for children. This is great, because there isn’t a language issue as it is very easy to dub these into other languages. The value of their library is probably higher than what people are giving them credit for. This is a 5 year timeframe, where they will build up their library and ultimately decide to sell it to big media enterprises. Good company and very well-managed.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY E-T Enterprise Group Market Call (BNN TV) 2014-07-29 $0.900

(Market Call Minute.) Same sort of scenario as Petrowest (PRW-T). Small Company in the oil/gas contracting engineering space. Stock got beat up because they missed earnings, but thinks in the long term it is fine.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2014-07-29 $23.930

Probably his least favourite stock in the oil/gas sector prior to the PrairieSky IPO. Did an asset spin out that created a lot of value. That stock is now running and you are back to the parent company. They cut their dividend and were having a hard time growing. It is just a low growth scenario with a low dividend. Has disappointed for 10-15 years. There is no need to own this.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY EFN-T Element Financial Market Call (BNN TV) 2014-07-29 $14.430

(Market Call Minute.) Huge deals that they’ve done over the past couple of years. Fabulous management team. The cycle is perfect for them.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY EH-T Easyhome Market Call (BNN TV) 2014-07-29 $23.490

One of those “under the radar” companies that is doing really, really well. Have 2 divisions. A “rent to own” in furniture, but their big growth division is Easy Financial, and this is where the stock has done so well. Easy Financial offers short-term loans to customers and the growth rate has been phenomenal. They have the locations in place and they have a captured customer base. A very natural cross sell to offer their existing customers more money in terms of loans. Solid growth, solid company and good market niche. Well-managed.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK FSV-T Firstservice Corp Market Call (BNN TV) 2014-07-29 $59.430

A residential management company. They operate residential services, manage condos and look after things like security, concierges, etc. Just reported earnings showing a 16% revenue boost, 32% EBITDA boost. Instituted a dividend a couple of years ago. Still run by the founder who still owns lots of stock. Nobody talks about it, but just a very solid company. Yield of 0.73%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK FSZ-T Fiera Sceptre Inc. Market Call (BNN TV) 2014-07-29 $12.500

(A Top Pick in June 21/13. Up 21.06%.) Still likes. Stock has been a little quiet recently. Did a couple of US acquisitions, and a lot of people were excited about their potential rolling into the US. It is one of those companies where slow and steady is the name of the game. Pays a nice dividend. Up to $85 billion in assets. Earnings growth is good. A solid, long-term keeper in the asset management space.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY GCL-T Colabor Group Inc. Market Call (BNN TV) 2014-07-29 $3.850

(Market Call Minute.) Cut their dividend. There are lots of margin pressures as costs are going up. In the restaurant service business. No need to own it.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2014-07-29 $25.450

This is getting expensive from his Fair Market Value calculations. Has a target of $28-$29, which would carry it up to about 2X Book Value, which is all that the market is going to give you. This is a tired conglomerate. When that happens, the conglomerate starts breaking up and releases all kinds of phenomenal value.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2014-07-29 $11.620

Hasn’t been that impressed with this company over the past few years, but they have turned things around significantly. Primarily because zinc is starting to move, this company is looking much, much better. In terms of production and leverage to zinc, he thinks it is viable now, and more so than it has been in quite some time. Thinks there is going to be a shift toward more cyclical companies, and metal companies should get the benefit of that.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2014-07-29 $11.620

Stock has done brilliantly well and probably goes higher. Fair Market Value, as he measures it, is about $18. However, there is some pretty stiff resistance at around $15. If this bull market has legs, then he thinks this is going to do well for you.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
COMMENT HLF-T High Liner Foods Market Call (BNN TV) 2014-07-29 $25.000

A fine company that has done a very good job with their acquisitions. Earnings growth is looking much better these days. The dividend is looking better. A name that is heading to new highs, but doesn’t get much attention. A solid, consumer company.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2014-07-29 $5.040

Doesn’t cover this, so his knowledge is not that deep. Have good dividends, good growth and a good management team. Have done some good acquisitions. The sector itself looks pretty good. Oil/gas companies, with the renewed pricing of oil, are starting to spend more. The service sector is looking good. One of those where it is a nice small company at the right time in the right sector, and gives you a dividend while you are waiting.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK IMG-T Iamgold Corp Market Call Tonight (BNN TV) 2014-07-29 $4.110

(A Top Pick June 10/13. Down 22.63%.) A recovery in a stronger gold environment is quite large, so he is holding all his positions.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY IPG-N Interpublic Group of Companies Inc. Market Call Tonight (BNN TV) 2014-07-29 $20.540

This has had a great run, but he thinks their run is pretty much over. His Fair Market Value is $21, and runs into very stiff technical resistance at $21.50. Quite expensive on a Price-To-Book basis at about 4X.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT K-T Kinross Gold Market Call Tonight (BNN TV) 2014-07-29 $4.470

Very cheap and is forming a nice bottom. The bad news is that until we get better bullion pricing, the stocks really can’t take off. If we do get better bullion pricing, these stocks will take off like a rocket.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK KBL-T K-Bro Linen Inc Market Call (BNN TV) 2014-07-29 $38.630

(A Top Pick in June 21/13. Up 20.16%.) They get 10 year laundry contracts from government agencies, hospitals, prisons, etc. They build a facility, get the contract and run that through, and just take a cut of the profits along the way. Likes the long-term stability of the company. If the economy is going to roll over you want to own this company for their dividend and revenue visibility. 3.1% dividend yield.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY KEY-N Keycorp Market Call Tonight (BNN TV) 2014-07-29 $13.610

By and large US banks are quite cheap. There is still a holdover from 2008-2009 where there were some issues. The longer that time goes on, the longer interest rates stay low and the longer these companies get rid of and restructure their balance sheets, the better is their outlook. They all have good upside potential of 50%-70%. It is a question of when the market is going to be a little more relaxed about the stocks and freely buy and recommend them again.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
STRONG BUY LGT.B-T Logistec Corp Market Call (BNN TV) 2014-07-29 $36.050

(Market Call Minute.) Terminal operator. Great company and good cash flow. Good valuation. Definitely a Buy.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2014-07-29 $32.770

Possibility of Bell (BCE-T) taking over this company? His gut instinct says No in that the CRTC might not allow it. Looking at this company on its own merits, his Fair Market Value calculation is about $37-$38, about a 15% upside. When he buys a stock, he likes to see a lot of potential and 15% is not very much. There is a lot of overhead technical resistance at about $33.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
COMMENT MNW-T Mitel Networks Market Call (BNN TV) 2014-07-29 $11.630

He did cover Astro, which merged with this company. Hasn’t yet picked up coverage of the new company, but the combined combination company is quite attractive. Valuation is very good right now. Solid balance sheet. Have lots of European exposure, which is getting much better. Good products and good cash flow. Still very, very cheap on a comparable basis to a lot of tech companies.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK MRK-N Merck & Company Market Call Tonight (BNN TV) 2014-07-29 $58.580

(A Top Pick June 10/13. Up 26.11%.) This still has some upside potential left in it. It is getting up close to his original target.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK NA-T National Bank of Canada Market Call Tonight (BNN TV) 2014-07-29 $48.920

Stock is quite cheap. Has been banging up against some pretty stiff technical resistance, but has now broken through. He is hoping that it will catch up with some of the other banks. Yield of 3.92%.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT NBD-T Norbord Inc. Market Call Tonight (BNN TV) 2014-07-29 $23.910

Their 12 months earnings forecast going out was $2.15 and the dividend is $2.40, so coverage is sketchy. They need a great big increase in the earnings outlook in order to get going again. However, his Fair Market Value calculation is pretty good, even based on those rather depressing earnings. He had a target of $32 and even higher. There is a good possibility, if those earnings get some momentum behind them, you’ll get back up to the $32-$33 area, about 4X Book. This is typically where this company has peaked in the past.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT POU-T Paramount Resources Market Call (BNN TV) 2014-07-29 $55.930

Tourmaline (TOU-T) or Paramount (POU-T)? This is a case where you have to choose the better of 2 good companies. They are both pretty good, but he would put Tourmaline, far and away, as probably the best managed company in the oil/gas sector.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT PRW-T Petrowest Corp Market Call (BNN TV) 2014-07-29 $1.330

This and a couple of other smaller companies are oil/gas engineer contractors and doing lots of work in the oil/gas sector, particularly for the LNG sector. This one is well-managed and relatively small. Valuation is pretty attractive. Growth potential is very much there. It is viewed as the company with the most LNG potential. This is one of those companies that you may have to give a 5 year timeframe to, as they are long-term projects. Every once in a while these companies lose money on a fixed price contract, which you really have to watch out for. However, he thinks this is strong enough to continue, but he also thinks this sector is ripe for acquisitions.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2014-07-29 $42.450

(A Top Pick June 10/13. Down 2.48%.) Looked like he was getting at quite a good price on a nice setback in the market. Then the CRTC changed the rules, which took away the economics and all the momentum that he might have seen.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
BUY SGY-T Surge Energy Inc Market Call (BNN TV) 2014-07-29 $8.260

Compared to Whitecap (WCP-T) and Torc (TOG-T)? These are all dividend growth stories with good management teams. All 3 are definitely in the top quartile. Likes this one quite a lot, primarily because he knows the management team. CEO has been a very aggressive buyer of his own shares. This is a company that has done some deals quickly, have raised their dividends at least twice over the past couple of quarters, production growth looks good with a rock solid management team in terms of geographic focus and asset mix.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-07-29 $45.120

Likes this a lot. There is a lot of upside potential. His Fair Market Value is quite high. Has been recommending the stock for some time. Probably has another 30%-40% to go before he would consider it to be expensive.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
BUY TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-07-29 $51.930

Tourmaline (TOU-T) or Paramount (POU-T)? This is a case where you have to choose the better of 2 good companies. They are both pretty good, but he would put this one far and away, as probably the best managed company in the oil/gas sector. Their forecasted growth is very much in the bag. Very visible over the next 3 or 4 years. They don’t pay a dividend.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2014-07-29 $38.590

The problem with this and other social media stocks is that they are being priced for earnings down the road, not for earnings today, even with a setback that this stock has had. These are trading heavily on sentiment and expectations. These are gamblers’ stocks. Very hard companies to analyze.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
BUY VLO-N Valero Energy Corp Market Call Tonight (BNN TV) 2014-07-29 $49.850

The bad news is that the stock had moved back up to technical resistance in the $58-$59 area, before setting back down to another support level. Technically it has been walking upstairs steadily. The good news is that his Fair Market Value is well up over $100. He could see this getting as high as $80 on its current fundamentals.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT WIN-T Wi-Lan Inc. Market Call (BNN TV) 2014-07-29 $3.350

Had this rated as an A-. It is now down to a B because they kept screwing up and missing earnings estimates. They also had a huge run-up in legal costs. Have signed quite a few deals. The big problem is that when they announce these deals they don’t disclose financial terms, and you have to wait for the next quarter to see if there is any significance to that deal. He likes the deals. Raised dividends 25% a few months ago, following the failed takeover. He thinks this has now transferred into just an income stock. It’s lost that exciting big deal takeover potential.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
WATCH WJX-T Wajax Corp Market Call Tonight (BNN TV) 2014-07-29 $35.040

This company had a good setback in the market. It had got up to about 4X Book, which is really, really expensive for them. They are now down to about 2X Book. It certainly has the potential to get back up to $45-$50. Watch to see if it breaks out technically.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT YRI-T Yamana Gold Inc. Market Call (BNN TV) 2014-07-29 $9.140

This is a management team that made a lot of mistakes in past cycles. Made some bad acquisitions. Over promised and under delivered. Nobody really liked them 5-7 years ago. They fixed that along with some of their production issues. Did better acquisitions. You now have a company that has very high leverage to the price of gold. Feels that GoldCorp (G-T) is the best senior, followed by Agnico (AEM-T) and then followed by this company. In the next gold cycle, it will do very well. You need the gold sector to move and right now it doesn’t seem to be doing a whole lot.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

Markets.  Earnings season has been very, very good.  Looking at the next couple of years, now analyst’s estimates are pretty optimistic.  The trend line in interest rates is still pretty much in place.  We are in a liquidity trap were economies are recovering, but it is because interest rates are incredibly low.  The markets have responded and that is the more important factor.  Equities are the best place to be, driven by earnings.  Stocks that are linked to the oil sands are starting to do better.  In the short term they should have a slight correction, however. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-07-28 $0.020

Financial Stocks.  The ZEB-T rallied about 5-6% past week.  Analyst forecasts for next year are the same as where the banks are now.  They might revise earnings estimates or the earnings are all built in to the bank stocks.  If you are going into banks now, then ZEB-T is the best way to play because of the covered calls.  But he sold Canadian banks last week to move into the US.  He thinks they are a little stretched here.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS - N.A. EQUITIES UNKNOWN No View
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