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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
  
PAST TOP PICK 5013-JP Yushiro Chemical Market Call (BNN TV) 2014-04-23 $0.000

(A Top Pick April 30/13. Up 10.36%.) At the current share price, it is basically selling for its net cash and half of its net cash plus Accounts Receivable so you are getting this electronics company basically for free. This company has huge upside and has just barely started to move.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
DON'T BUY 6752-TO Panasonic Corp Market Call (BNN TV) 2014-04-23 $0.000

They are suffering from the same things that Sony is, that is they are totally out of touch with consumer tastes. This remains a huge issue for some of these companies. Earnings are going to improve simply because of the depreciation of the yen, but the reality is that there are serious problems with their model and their products and they require a massive overhaul.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT 6804-JP Hosiden Corp Market Call (BNN TV) 2014-04-23 $0.000

A net cash story. How can you not like a company where you are getting, for a fraction, an underlying company? This one offers huge upside. Earnings are poised to take off again.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.000

Markets. Stock markets have had a great run in the last couple of years. This is not just due to corporate earnings but is also due to price/earnings inflation. Valuations are simply more expensive. With the prospect of interest rates rising at some point and if the Fed tapering continues, that will put pressure on some equity prices. Also corporate earnings have been somewhat disappointing for some of the large mega international multinational companies. His equity fund is about 30% cash because he is having trouble finding good things to buy. He still finds value in Japan but a lot of the companies have moved up quite substantially. Also seeing value in European financials.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.000

Interest Rates. The 10 year bond yield rose after Ben Bernanke’s famous comment last June. Since then, the reserve board has done everything it can to ensure and talk investors into believing rates will remain low. 10 year bond yields have actually declined in the US to about 2.5% so investors have become quite comfortable for the next 2-3 years. They believe interest rates will stay low so ETFs like SPDR Barclays High-Yield (JNK-N) and iShares Hi Yield Corp Bond (HYG-N) ETFs have come back up again as people begin to feel they are not going to suffer any capital losses. This is the same with preferred shares.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-23 $0.000

Convertible bonds. What is your best suggestion in the five-year maturity range with reasonable yield and liquidity? After the massive run-up in equity markets, he can’t find any value in convertible bonds. Anything decent is trading at a huge premium because share prices have risen up, therefore yields are extremely low. He does not find this area attractive at all at the present time.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-23 $0.000

Markets.  It is rare that we see buying in favour of selling 2:1.  It means there is a good move ahead for the markets.  We did a sprint, the market is consolidating and then it should move higher over the next few months.  He has a diversified portfolio.  Looks for earnings growth on an accelerating basis.  Mid caps are most attractive to him because of his analysis method.  Early stage equities are giving up some strength to the later stage equities. 

Bruce Campbell (2) AGRICULTURE, DIVIDEND & FIXED INCOME BULL on CANADIAN MARKET _N/A View
PAST TOP PICK AA-N Alcoa Market Call (BNN TV) 2014-04-23 $0.000

(A Top Pick April 30/13. Up 60.91%.) Feels that this is just on the cusp. After aluminum companies have shut in a lot of high cost aluminum, supply is declining somewhat and demand is poised to take off in the next couple of years because of US auto demand is rising. To him, their peak earnings will be $2.50-$3 a share. In the past, when earnings have been at this level, this has been a $30 stock.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-04-23 $0.000

Always had thought it was a lousy business, low margin convenience stores but this one has done an absolutely outstanding job. The only successful Canadian retailer that has been successful in the US. Earnings keep driving higher. He could never buy it at the valuation it is trading at but, kudos to management.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2014-04-23 $0.000

All of the earnings for the US banks are showing 2 things. On one side, all the big money center banks like this one, are showing some increased earnings, but the reason, in part, is that they are taking out reserves for bad loans. The economy has improved and now they are unwinding those reserves. It is not really core earnings improvement. They are also suffering from the new rules that will apply to their use of capital. He is somewhat neutral on these banks and prefers the European ones, which look a lot cheaper.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
COMMENT BP-N BP PLC Market Call (BNN TV) 2014-04-23 $0.000

This is probably the cheapest of the major oil/gas companies still suffering under the shadow of the Macondo spill. About a quarter of their production is in Russia, which is always a risk. The healthy dividend is rock solid. Focused solely now on driving shareholder value so there will probably be share buybacks and dividend increases. Trading at a very cheap valuation.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2014-04-23 $0.000

Largest bank in Europe but their major exposure is Spain as well as Latin America including Brazil and Argentina. High dividend yield which is supporting the share price. Not a cheap stock. Not that well situated compared to other banks that he is looking at. A rock solid bank and the dividend looks solid as well. 8.4% dividend yield.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2014-04-23 $0.000

This is a value manager’s dream because Wall Street hates this company. All analysts have downgraded it. When he looks at it, he sees a company with about 30% of the market cap in net cash. Earnings will have flattened this year at around $1.95-$2 level. This company remains #1 in the world in all of their businesses. Have tremendous scale. Great management team. Earnings are poised to rebound in 2015, partly due to just general tech spending increases especially in their area. Yield of 3.25%.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
DON'T BUY CTB-N Cooper Tire & Rubber Market Call (BNN TV) 2014-04-23 $0.000

In the replacement tire business so are not selling tires to car manufacturers but to garages, etc. They were involved for a while in a takeover bid that didn’t pan out. Not a great business really. Earnings should be fairly stable for the next couple of years but there is not enough upside for him.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2014-04-23 $0.000

A great Canadian retailer that has been wildly successful. Management has done a fantastic job in exploiting this niche and building its business. This is reflected in the share price and he can’t buy anything like this that is trading over 20X earnings.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT ELY-N Callaway Golf Market Call (BNN TV) 2014-04-23 $0.000

Have been suffering with a turnaround for years now. Big Bertha was a revolutionary club when it came out. Nike (NKE-N) has made a huge push into golf and they are a brutal competitor. This is a consumer product type situation and rather narrowly focused. Golf is suffering a little bit with the economic malaise in the US. This will come down to whether management can pull off the turnaround. If they can, this will probably do reasonably well.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT IBM-N IBM Market Call (BNN TV) 2014-04-23 $0.000

Has really had no revenue growth for the last number of years but have been generating earnings per share growth because they have very smart management but also because they have been using their cash to buy back shares. Basically it is a zero growth company but extremely well run. Has market leadership in the number of various including IP outsourcing. Neither cheap nor expensive and he doesn’t see huge upside. They will be suffering with a strong US$.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
PAST TOP PICK JOY-N Joy Global Inc. Market Call (BNN TV) 2014-04-23 $0.000

(A Top Pick April 30/13. Up 9.98%.) This is a very cyclical company. They are probably the best in the world at what they do. They make equipment for global coal. He sees 40%-50% upside over the next 3 years.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2014-04-23 $0.000

The worst is over for this company. Earnings rebounded this year and he is looking at double digit earnings growth for 2015. To him, that means we are going to start seeing the dividend increasing again. They are suddenly doing everything right. Have a great global presence. Their whole hedging strategy, which caused them problems, has been well thought out and cleaned up. Dividend yield of 2.5%.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
SELL MFI-T Maple Leaf Foods Market Call (BNN TV) 2014-04-23 $0.000

Has just undergone a major restructuring, pushed by a hedge fund. Sold their best asset, Canada Bread, the only real profitable part of this company. The meat business that is left is certainly a large business but has struggled to make money for a number of years. Commodity-based businesses are very tough businesses.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2014-04-23 $0.000

There are rumours of a takeover by BHP which he was surprised to read, after the last time around. He does not like to buy a stock based on the possibility that there might be a takeover bid. If there was a takeover bid, it would go for much higher share price than what it is currently trading at.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Unknown View
COMMENT SAN-N Banco Santander SA Market Call (BNN TV) 2014-04-23 $0.000

Largest bank in Europe but their major exposure is Spain as well as Latin America including Brazil and Argentina. High dividend yield which is supporting the share price. Not a cheap stock. Not that well situated compared to other banks that he is looking at. A rock solid bank and the dividend looks solid as well. 8.4% dividend yield.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
COMMENT SHG-N Shinhan Financial Group Market Call (BNN TV) 2014-04-23 $0.000

A domestic bank in Korea. Korea, unlike most emerging-market countries, is a net exporter so they don’t rely on foreign capital. Korea is very well-positioned and is more of a developed market more than any emerging-market. Earnings are poised to increase for all of the Korean banks.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
COMMENT SLF-T Sunlife Financial Market Call (BNN TV) 2014-04-23 $0.000

There is still upside in this stock. Earnings are poised to take a jump in 2015 for a variety of reasons. He is looking at this to increase its dividend again. In 2015 he is looking for 11X earnings which is still relatively cheap for a great company.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS Yes View
HOLD UL-N Unilever PLC Market Call (BNN TV) 2014-04-23 $0.000

One of the global great consumer product companies. Not a cheap stock. Solid dividend and a rising dividend yield. This company has huge exposure to many interesting areas including emerging markets and many good niche areas.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-22 $0.020

US Economy. Has been some recent concerns that there has been some slower data in the last few months, with some of it being weather related. The very harsh winter had a negative impact on certain sectors such as transportation and retailers. His view is that the US economy is gradually getting better with unemployment coming down, corporate earnings still growing and the federal reserve still relatively supportive with a very low interest-rate policy, which he thinks will be in place for some time. Earnings really have to kick in here to propel share prices higher. Corporate balance sheets, being very healthy, companies have more cash than they know what to do with. In today’s low interest-rate environment, for companies to be sitting on billions of dollars of cash earning a treasury bill rate, is not really doing shareholders a lot of good so he thinks there is a lot of pressure to put that cash to work. With CEOs more optimistic and feeling better about the economy, we will be seeing more and more deals for mergers and acquisitions.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-22 $0.020

US Housing. It seems like this has flat lined and taken a paused for a while. He sees another leg up soon. Timing is always elusive and difficult to figure out. Very simplistically many, many studies have shown that over a long period of time, the US needs about 1.3-1.5 million new homes built every year, just to keep up with population growth and immigration. Over the last several years, housing starts have been running at anywhere between 600,000 and 900,000 so not enough homes are being built to satisfy that natural demand. Thinks that over time there will have to be a reversion back to the mean and housing starts to go back to the 1.3-1.5 million range. (See Top Picks and Past Picks.)

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-22 $0.020

Markets. We are getting to that time where it is “sell in May and go away”, but there are also the midterm elections throwing a range in the works. The average Sell date for May is the 5th, so we are approaching that time. The average decline in the summertime is a minor one at -0.02%, so it is not a given that the markets will decline in the summer. Actually 61% of the time they are positive during the summer. So the “sell in May and go away” is more or less a myth. It is a broad strategy in that you Sell the broad markets, and move to bonds and more defensive positions. However, there is a condition this year in that this is a midterm election year. These can cause a lot of volatility in the market between April 22 and Sept 30. Average decline for the S&P 500 is almost 5% and we have seen 10 of the past 16 midterm election years have had a correction of 10% or more. There is a very high probability this year that we are going to see the typical volatility in the summer. He is not expecting an end to the uptrend, but just a pull back. It has been 30 months since we have had a correction and we are certainly due for one. He is still fully invested, but has his finger on the trigger. During the summer, he becomes defensive and does not take on excess risk. He moves into things like consumers’ staples, healthcare, utilities, things that have a yield and even bonds tend to do well in the summertime.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS _N/A View
HOLD AA-N Alcoa Market Call (BNN TV) 2014-04-22 $13.510

A very good, large cap aluminum producer levered to the US economy and into the global economy. There is a trend towards light weighting in cars as opposed to having a lot of steel in your cars. Feels it has good long-term prospects.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD AD-T Alaris Royalty Market Call (BNN TV) 2014-04-22 $27.080

A company that has been able to acquire cash flow generating businesses. They use their currency to make a lot of acquisitions and pay a nice dividend out over time. That outlook is still intact. Has had a pause, but long-term the outlook is positive.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
HOLD ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2014-04-22 $46.670

This tends to do well during the summer and he is not sure of the reason. Energy can do moderately well during the summer, but that is not its peak period of seasonal strength which runs from January through to May. There is a push from July through to October. This one has seemed to find that strength and shows an average gain of 8% during that time. This would be a hold through to the end of September.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
PAST TOP PICK ANS-T Ainsworth Lumber Co. Ltd. Market Call (BNN TV) 2014-04-22 $3.800

(A Top Pick April 16/13. Down 4.31%.) Sold his holdings when there was a takeover offer.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
SELL ARE-T Aecon Group Inc Market Call (BNN TV) 2014-04-22 $18.490

Doesn’t follow this closely, but it has performed well and if you own, he would be inclined to take profits. One of the challenges in the engineering/construction business is that it can be “boom and bust”. When oil/gas sector is doing well, they win a lot of contracts as well, but there are risks that when the going gets tough, they can be locked into contracts that could have costs overruns.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-04-22 $89.030

Very good business. They have been a consolidator in the convenience store/fuel station business. His concern is that the share price is quite expensive at about 19X earnings.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2014-04-22 $16.290

Preferred Citigroup (C-N) which was a little bit cheaper, trading at about 8.9X on a forward basis compared to this one at about 10X. Citigroup also has a more interesting upside on the dividend side when the Federal Reserve will give them the ability to increase their dividend. However, he likes the whole sector. As the economy and housing gets better, all the US banks should do well.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
DON'T BUY BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-04-22 $39.730

This tends to do well from March through until May. Chart shows a nice upward trend in 2011 and has gone parabolic since late 2012. You tend to want to avoid cyclical stocks during the summer.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2014-04-22 $4.030

There is a lot of optimism about the C series. This is a name he has stayed away from over the years. Has been disappointing constantly and has a lot of leverage on its balance sheet. This is not an easy business.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
WAIT BIIB-Q Biogen IDEC Inc. Market Call Tonight (BNN TV) 2014-04-22 $306.200

The period of seasonal strength comes predominately during the summertime, from August through until October. The average gain from July through to October is about 30% on an annual basis. The strongest month is July, so if you can take a position before July, it will give you added value. Currently this is trying to find a bottom. It is bouncing off of oversold levels. Doesn’t expect you would find the bottom at this point. Wait until the summer.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
SELL BIN-T Progressive Waste Solutions Inc Market Call Tonight (BNN TV) 2014-04-22 $27.190

Waste management companies can do very well in the springtime with contracts coming up for the summer. They tend to do very well from March through May. Expects this one would be no different, however the chart shows a huge double top and it doesn’t look like it is going to exceed that given the few weeks left in the seasonal period. Industrials do particularly poorly in the summertime.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
TOP PICK BRP-T Brookfield Residential Property Market Call (BNN TV) 2014-04-22 $22.830

A play on US housing, a trend he likes which he expects will continue to improve over the next number of years. One of the leading land development companies and homebuilders. The difference between them and other homebuilders is that they have about half their business in Western Canada, which has been very strong with the other half in the US. Almost more of a land development business where they make their profits by developing and selling lots than they do from building homes. Rising home prices in the US would lead to strong appreciation in land prices. Have about a 20-25 year inventory of lots in land, where the traditional homebuilder has only a 4-6 year inventory.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
TOP PICK CFX-T Canfor Pulp Products Market Call (BNN TV) 2014-04-22 $11.170

A large producer of softwood pulp in North America which goes into producing things like tissue paper, etc. Benefiting from current strong pulp prices and a weak Cdn$. Thinks it is going to generate a very significant amount of free cash flow over the next couple of years, in excess of $1 a share. Yield of 1.86% and there is a very strong possibility that this will be increased significantly over the next 12-18 months.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
DON'T BUY CIX-T CI Financial Corp Market Call Tonight (BNN TV) 2014-04-22 $35.280

Canadian financials in particular have a period of seasonal strength from January all the way through to their earnings. This one reports May 7. The big 6 report closer to the end of May so you still have a bit of time. Chart shows consolidation for the past few months so it hasn’t really played out according to seasonal tendencies. There are better alternatives out there. Revisit financials in August.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
SELL CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-04-22 $63.570

Transportation industry is doing incredibly well right now. This one had a huge push over the last few days and is starting to outperform the market. The period of seasonal strength for transportation stocks predominantly come to an end when industrial stocks come to an end, which is the beginning of May. A good trade during the summertime is to actually Short some of these things. July through to October is the weakest time for these transportation stocks. He would be looking to take profits here.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2014-04-22 $24.180

Has had a great move in its present period of seasonal strength and is up substantially since the year began. Substantially overbought at present levels. We are nearing the end of the seasonal strength and this follows the same seasonality. May 9 is the average exit date for the energy sector. Look to take profits on strength between now and May 9. Sit it out and then come back during the next period of seasonal strength of July through until October.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
TOP PICK CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2014-04-22 $21.020

Trading at a discount of 11X EBITDA versus 18X EBITDA of other companies. 3.5% dividend yield, so you get paid to wait. Undergoing a fairly major expansion in the US with their J P Wiser brand, one of the leading brands of rye whiskey in Canada. This is a really hot trend today in the spirits market. If successful with the expansion in the US, there could be a significant earnings upside. The wildcard is Pernod Ricard, the 4th or 5th largest liquor company in the world that owns 50% of this company. They might make a bid for the rest of Corbys. Yield of 3.44%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
BUY CWL-T Caldwell Partners Int'l (A) Market Call (BNN TV) 2014-04-22 $1.030

A business that generally is going to benefit from a recovery in the economy. Have done a great job of expanding outside of Canada into the executive search business in the US in the last few years. As the US economy improves, the business and the number of searches they do will improve. Has a very large cash balance of about $0.45-$0.50 as share. Pays a nice dividend of 6.8%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
PAST TOP PICK DI.UN-T Dundee International REIT Market Call (BNN TV) 2014-04-22 $9.550

(A Top Pick April 16/13. Down 2.25%.) Sold his holdings about 6 months ago when he had a concern about interest rates moving higher. Still feels it is a well-run REIT. Has a lot of properties in Europe which is more of a play on what is going on over there.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2014-04-22 $79.450

A stock that has performed very, very well over the last 5 years. Recently had a bit of a setback but the market has also come back so wouldn’t read too much into this. A very high quality company. There is more and more value being put on content and this is one of the leaders in content. A good blue-chip stock to own.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD ECA-T Encana Corp Market Call (BNN TV) 2014-04-22 $25.500

If you believe in natural gas, this is one of the really blue chip companies in Canada that participates. Recently spun off some of their more mature assets into a royalty type structure, which is part of the reason why the stock has been strong in addition to the weather we have had.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Unknown View
SELL ON STRENGTH F-N Ford Motor Market Call Tonight (BNN TV) 2014-04-22 $16.100

Consumer discretionary stocks, particularly this one, tend to do well in the spring. There is a huge spike up from March through to May, but then we get into a period of seasonal weakness. Consumer discretionary stocks tend to do very poorly during the summer. Relative performance is still trending higher on this, so it looks like there are still investors coming into it. We are getting to the end of seasonal strength in a couple of weeks.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT FB-Q Facebook Market Call (BNN TV) 2014-04-22 $63.030

Doesn’t follow this closely. It’s a great business but the 1st number of quarters after their initial offering didn’t perform that well. Expectations today are probably a little bit higher because the last few quarters have seen better results. It is tough to go against a company that has built as much value as they have over the last 10 years.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT GCG-T Guardian Capital Group Market Call (BNN TV) 2014-04-22 $18.500

Has 2 main assets, the core asset management business which has been improving and making acquisitions in the business and has been getting better. Also, have a very large portfolio of corporate investments on their balance sheet, the largest of which by far is a stake in the Bank of Montréal (BMO-T) and every time this moves up, this company becomes more valuable. As their asset management business improves, they can hopefully grow and make acquisitions in their core business and maybe sell down some of their BMO stake. He thinks the outlook is positive. Thinly traded, so you could look at CI Financial (CIX-T) or Gluskin Sheff (GS-T) instead.

$22 Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
WAIT GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-04-22 $72.860

Biotech has 2 periods of seasonal strength. One is predominately during the summer from August through until October, but there is also a very minor push during the months of April and May which we are seeing now. Had a huge selloff during its seasonal weakness of February to April and had become deeply oversold. We are now into a minor period of seasonal strength, but he would look into buying this in August.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
HOLD GS-N Goldman Sachs Market Call (BNN TV) 2014-04-22 $160.460

Fits in the category of a very well run business. Trading at a reasonable valuation multiple. A pickup in merger and acquisition activity would benefit this company. He thinks this is going to happen.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
BUY HD-N Home Depot Market Call (BNN TV) 2014-04-22 $79.670

Has been Buying in the last month or so. Pullback in the US market caused the share price for a lot of large caps like this, to pull back a little. Great company and trading at 18X this year’s earnings and 15X the 2nd year out. Growing its store base at a very high rate of investment capital, and more importantly, also has exposure and leverage to a very strong housing market. Great way to play the housing market.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
TOP PICK HFR-T HAP Floating Rate Bond ETF Market Call Tonight (BNN TV) 2014-04-22 $10.220

A good cash alternative way where you can hide out during the summer. This holds a basket of corporate bonds and has a floating rate attached to it, to hedge out the interest-rate risk. If bond rates and interest rates go higher, you will tend to benefit from this. A very conservative play.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
PAST TOP PICK IRG-T Imvescor Restaurant Group Market Call (BNN TV) 2014-04-22 $2.030

(A Top Pick April 16/13. Up 38.36%.) Story has only gotten better. Earnings are going higher. Have a great retail business where they sell some of their products in grocery stores. That retail initiative is a very high margin business. Well-positioned and generating a lot of cash flow. At some point, they could initiate a dividend which would be received positively.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
PAST TOP PICK IWM-N iShares Russell 2000 ETF Market Call Tonight (BNN TV) 2014-04-22 $114.620

(A Top Pick Jan 3/14. Up 0.20%.) This is a great play at the start of the year. You get a big push in Jan-Feb. This year it capped out right according to queue, at the beginning of March. Period of seasonal strength is from mid-December through to the beginning of March and he made about 9% on this trade.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
COMMENT IYR-N iShares Dow Jones Real Estate E.T.F. Market Call Tonight (BNN TV) 2014-04-22 $69.230

This is just coming to an end of its 1st period of seasonal strength. It tends to do well in the springtime, March through to May. The next period of strength is from July through to October.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
PAST TOP PICK JJC-N iPath DJ AIG Copper TR Sub-Index Market Call Tonight (BNN TV) 2014-04-22 $37.020

(A Top Pick Jan 3/14. Down 9.51%.) Copper futures. This one did not work out.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
TOP PICK K-N Kellog Market Call Tonight (BNN TV) 2014-04-22 $66.280

This is your classic defensive play. A consumer staples company that has a low PE of about 13 as opposed to the market which is about 17. The period of seasonal strength for this can run between now, April through to July. Consumer Staples in general can do well all the way through to October. The average gain from April 27 to October 7 is 9.18%. On the technicals, the chart shows what he would call a bit of a Bull flag. This sharpness has come on during takeover talks, but he is not playing it on this basis, but on a seasonal basis.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
COMMENT LGT.B-T Logistec Corp Market Call (BNN TV) 2014-04-22 $53.500

Involved basically in loading cargo at ports. Have a very good position in North America. If you believe the economy is going to get better and more and more trade is going to be happening from Canada and the US, this would be a big beneficiary of that. Sold his holdings 3 or 4 months ago because it had gone up a lot and he took profits. Tightly controlled by a small number of investors so is not very liquid.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-04-22 $111.590

Auto-part makers will follow the same seasonal strength as the automobile manufacturers. From March through to May is the period of seasonal strength. We are getting to the end of seasonal strength in a couple of weeks.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT MITL-Q Mitel Networks Market Call (BNN TV) 2014-04-22 $9.470

A well-run company in a tough industry (telecom equipment) with a lot of pricing pressure. An interesting thing that happened recently is their large acquisition of Astra Technology. The combination of these 2 companies should generate a lot of synergies. This is where scale matters and cutting some costs and fat from the business will be good for shareholders and lead to significant free cash flow over the next number of years. Has been thinking about adding this to his portfolios, but share price has run up in the last few months and a slightly lower price would be interesting.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
DON'T BUY PLI-T Prometic Life Sciences Inc. Market Call Tonight (BNN TV) 2014-04-22 $1.190

Biotech tends to do well in the summertime from August through until October. There is another push at the end of the year from about October into February. Seasonality for this in particular is a bit different from the biotech sector. It actually enters a period of seasonal weakness during the summer. Seasonal strength is really from the end of December through to February. Wouldn’t be pursuing this, particularly seeing how stretched it has become.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
WAIT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2014-04-22 $39.310

Fertilizer stocks tend to do well in the summer, from July through until October. We are currently already seeing strength in the stock. Last year was a horrible year and it didn’t play out according to trend. He would expect that this will get up to those highs that we saw last summer. Sit this one out now and entertain it more in July.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
SELL RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-04-22 $31.170

The period of seasonal strength for materials stocks is from October through to May. We have seen a huge push this year as well. Seasonal weakness for these materials stocks tends to be in the summertime. He would be looking to take profits.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
COMMENT RY-T Royal Bank Market Call (BNN TV) 2014-04-22 $72.460

A very high quality financial institution for a long-term investor. Very well run. Pays a nice dividend. If you are going to Buy and Hold it for a long time, you are not going to go too far wrong. Feels the US banks overall are cheaper on a valuation standpoint and have more earning potential than Canadian banks. Canadian banks are trading between 11 and 13 times earnings while US banks generally trade at 10X and have a better earnings growth profile because they are recovering from a lower base and a big improvement in housing.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
TOP PICK SCHL-Q Scholastic Corp. Market Call Tonight (BNN TV) 2014-04-22 $33.350

The bulk of their operating income comes in the quarter from September through to November, the start of the school season. The period of seasonal strength will obviously run from now, the end of April, all the way to September 30. The average gain for this company is 14.3%. There have only been 2 times where it has been negative in its 22 year history.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
DON'T BUY SPY-N SPDR S&P 500 ETF Market Call Tonight (BNN TV) 2014-04-22 $187.890

Expecting a bit of weakness this summer and we are seeing stretched valuations. Nothing is cheap at the present so you want to avoid the broad markets. This one is trading at about a 17 multiple. Look for things with a lower multiple such as consumer staples or utilities which are hovering around 14.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS Unknown View
HOLD SU-T Suncor Energy Inc Market Call (BNN TV) 2014-04-22 $40.320

The whole energy patch has done well so far this year. It’s been the hot sector in Canada this year. This stock languished for a long time and feels it is still trading at a reasonable valuation. Pays a dividend. A blue chip way of getting exposure to energy in Canada.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-04-22 $24.580

If you own, holding on is not a bad play. A pretty beaten up stock and has been an under performer for a while. Metallurgical coal business has been very tough. Also, have assets in copper which has not been great lately. One strong part of their market has been zinc, whose prices have been picking up a little. When you see an earnings release that is below expectation and the stock doesn’t go down, it may be a sign that we are close to bottom.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
BUY TCN-T Tricon Capital Group Market Call (BNN TV) 2014-04-22 $7.450

A Canadian company, but primarily exposed to US housing. Have a few different businesses. One is in land and housing development. Own a lot of land in California, Arizona and areas where there has been strong appreciation. Also into single-family rental business where they have accumulated a lot of individual homes and are renting them out. Thinks the outlook is very good. Excellent management team.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Yes View
SELL TSLA-Q Tesla Motors Inc Market Call (BNN TV) 2014-04-22 $218.640

Would put this in the category of almost like a concept. Generally speaking, the electric car market is going to become more competitive. This one is clearly the early mover and the leader, but there is a lot of optimism baked into the valuation. Company has a $26 billion market cap and expected to sell 35,000 cars next year which comes out to about a $750,000 valuation per car.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
HOLD V-N Visa Inc. Market Call (BNN TV) 2014-04-22 $209.970

Wouldn’t want to bet against this company. Has a very premium valuation trading at about 23 or 24 times earnings, so you are paying a steep price to Buy. However, you can’t argue with the success they have had. Payment processors are benefiting from 2 big long-term trends, a move towards a cashless society and the proliferation of e-commerce.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY No View
COMMENT WJA-T Westjet Airlines Market Call (BNN TV) 2014-04-22 $24.590

Over the long-term, the airline industry has been a very bad sector for investors. This industry, particularly in the US, is going through a great deal of structural change with an immense amount of consolidation and cost-cutting going towards more efficient planes. Less price competition and more rational behaviour. There is some concern about competition and if the good times can keep happening. Prefers Air Canada, but has a positive outlook for both.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) BULLISH on US ECONOMY Unknown View
PAST TOP PICK XLE-N SPDR Energy ETF Market Call Tonight (BNN TV) 2014-04-22 $93.270

(A Top Pick Jan 3/14. Up 7.82%.) Energy tends to do well from early January all the way through to May. Oil prices, gasoline and gas prices tend to go up at that time. The period of seasonal strength is coming to an end now.

Jon Vialoux SEASONAL & TECHNICAL CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-21 $0.020

Markets.  Stocks have had a really good run, mostly on multiple expansion, so he believes 2014 will be a little more volatile, although making gains.  Smaller companies can grow more easily.  Even a few companies can make you some good money.

Fabrice Taylor NORTH AMERICAN SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Markets.  There are all kinds of ETFs all over the world based on the RAFFI index for fundamentals.  People aren’t paying enough attention to the demographics in the world.  They favour emerging markets for growth in the world over the next number of years.  However, the demographics in China have the same problems as we do with an aging workforce.  He prefers Indonesia, Malaysia, and India – the second tier of emerging markets where we will see tremendous growth.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Educational Segment.  He has a very curious appetite and always wants to know why.  He has always felt that asset allocation and diversification must be the cornerstones of your portfolio.  ETFs make it very easy and eloquent to put together portfolios.  The bond market has underperformed the stock market by about 35% since 2009.  But when the TSX fell between 2011 and 2012, the ratio actually went up about 20%.  The bond market is at the same place it was the last time the TSX had a bottom in 2011.  So maybe it is time to rebalance once again.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Oil Stocks? Caller sold all his.  The long term outlook is moderate at best.  You should not sell everything, but raise some cash if you are at the upper end of the range.  The sector is not overvalued because it was undervalued for years.  He does not like the sector right now.  To exit, you should sell a little at a time and see if it keeps going higher instead.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Latin America.  Thinks we have some challenges in Latin America for the next few years.  There will probably be a time in the future to step in in a big way.  Maybe in the next year or two.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-04-21 $0.020

Sell in May and Go Away.  It is effective 60-65% of the time, however, we don’t know ahead of time if this is a year when it will work and we couldn’t possibly.  If we look at fundamentals and how long since a 10% percent correction, he thinks it might be coming now.  Also, if you look at year 2 of a presidential cycle, it would seem this could be a weak summer.  Maybe now ‘Sell in May…’ is 80% likely to apply.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-21 $0.020

Markets. The last few times in the show, he has been neutral, kind of a push and pull, between the big deleveraging credit bubble. Over the last 5 years, when you get acceleration in the feds balance sheet, you get an increase in risk asset values. When that balance sheet starts to decelerate its growth, then you get a decline in asset value. Thinks this correlation is likely to hold true. While valuations in the markets seem reasonable on a short-term basis, when you factor in the earnings numbers base, i.e., near record profit margins the market looks quite expensive. There could be a pretty good drop once the QE ends.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS _N/A View
PAST TOP PICK AAH-T (Dead) Aastra Technologies Market Call Tonight (BNN TV) 2014-04-21 $41.940

(A Top Pick May 27/13. Up 156.02%.) Acquired by Mitel (MNW-T) in February. Prior to this acquisition, there was a special dividend paid.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
HOLD ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-04-21 $63.110

Not a big fan of this. Had a huge, huge run. Definitely a candidate to be added to the TSX 60 index and he thinks there is something like 800,000 shares of potential demand from indexers. On the index event, that might be a decent time. He will probably be taking a look at Shorting.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
BUY AIG-N American International Group Market Call (BNN TV) 2014-04-21 $50.810

Thinks it will go higher.  Over time, if you are patient, it is an interesting stock.  All insurers will do well.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
BUY ALV-X Alvopetro Energy Market Call Tonight (BNN TV) 2014-04-21 $0.990

This was a spin out from a deal that Petrorubiales did about 6 months ago. Often these spin outs get dumped because people want to own the larger company. This is trading below cash and some nice prospects. Likelihood of success by the drill bit is pretty high.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
DON'T BUY AR-T Argonaut Gold Market Call (BNN TV) 2014-04-21 $3.700

Gold is an industry he does not like.  You are always battling two huge forces you can’t predict. 

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2014-04-21 $7.010

Management has done a nice job of putting the company together and is betting on the gambling online market, which is coming back in the US. Has moved more into the land based casino equipment business, which took a big hit in the 1st quarter, largely due to the weather. Thinks their strategy is to continue to make acquisitions where they have done a good job of integrating them and making them profitable.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
BUY BAC-N Bank of America Market Call (BNN TV) 2014-04-21 $16.090

Probably has more legs.  Lots of financial industry leverage on their balance sheet.  US financials are not a bad place to be.  Small regional banks give you more bang for your buck if they are recovering.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
TOP PICK BXE-T Bellatrix Exploration Ltd. Market Call Tonight (BNN TV) 2014-04-21 $10.230

Growth on this is baked in the cake. Already have something like 35,000 BOE equivalents behind pipe so they are building some pipeline extensions. Once that is done, he thinks this quarter you are going to see production go from 25,000 to probably 40,000 BOEs a day and thinks the stock will keep pace with the growth.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
BUY CBO-T iShares 1-5 yr Ladder Corp Bond ETF Berman's Call 2014-04-21 $19.780

Based on Bank of Canada statements, we are probably not going to see an interest rate hike in the next 12 months, but it is also about how the US handles the next year.  Once the Fed really pulls back on QE, the economy will falter and interest rates won’t go up there either.  This one is a fine holding.  Don’t worry about the underlying volume, as long as it trades with a penny or two spread.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS Unknown View
WATCH CFN-T Carfinco Financial Group Market Call Tonight (BNN TV) 2014-04-21 $9.200

On the last conference call mention that they were seeing some increased competition. They lend to a subprime market in terms of auto lending. Have always executed very well. He would wait and see what the next quarter looks like before stepping back in. They do a good job of executing in their market space. It is back on his radar screen.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
BUY CSW.A-T Corby Spirit and Wine (A) Market Call Tonight (BNN TV) 2014-04-21 $20.850

Likes a lot. Have been investing a lot into Canadian wines and a deal to market Wiser’s in the US. The latter is more interesting and they came out with a new brand called Wiser’s Premium. Currently in about 8 states and will be going national with it. A lot of potential with it. Recent earnings were good. They are growing in the US shipments so quickly, they have to build the channel so some of the sales are part of that channel build and it should last while they are building it up. Once you see them roll into the full 50 states, then he would take a look to see what the actual sell-through is. 3.4% yield.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
WATCH CVR-X CORRE Market Call Tonight (BNN TV) 2014-04-21 $0.080

Highly speculative. Have a project in the Middle East where they are bidding on cleaning up the Kuwait oil fields that had been in the 1st Gulf war. However, there is lots of competition for this business. If they can get some of this business, it has some potential, but he would wait and see how much of those contracts they get.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
SELL CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2014-04-21 $21.730

Short this company. Trades at 12X EBITDA to Cash Flow. He would exit this and Buy Merus Labs (MSL-T). (See Top Picks.)

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
WEAK BUY CXS-T Counsel Corporation Market Call (BNN TV) 2014-04-21 $1.720

Still likes it.  It was a top pick.  They sell, or administer mortgages.  Typically you renew a mortgage after 5 years and this company is 5 years old.  They make lots more margin on a renewal than on the original sale.  As long as the housing market stays robust they should do okay.  They have been selling non-core assets.  He wasn’t impressed with how one was disposed.  The stock chart does not look healthy, but it doesn’t look like a loser.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
HOLD CY-Q Cypress Semiconductor Market Call (BNN TV) 2014-04-21 $9.930

Watch the valuation because he is expecting institutions to rotate out of these stocks. 

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
BUY DHX-T DHX Media Market Call Tonight (BNN TV) 2014-04-21 $5.240

Had sold a lot of his position, but is now back into it. Liked the recent Degrassi purchase. The cash flows they’re going to get from their companies is almost like having a lead order for their series that they are producing in Canada. While it looks expensive on the current earnings basis, they are effectively going to more than double their earnings and cash flow on the back of that acquisition.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
COMMENT DML-T Denison Mines Corp Market Call Tonight (BNN TV) 2014-04-21 $1.660

Uranium stocks have had a huge upward move in the last 6 months. Now pulling back a little. They are pricing in uranium prices that are much higher than current prices. The expectation is that as Japan comes back online, that demand will start to firm up. He agrees with this, but would rather play it through the commodity directly via Uranium Participation (U-T). Stocks have already priced in a higher uranium price so it follows that uranium prices should start to rise. Feels this will happen over the next 6 months.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
BUY E-T Enterprise Group Market Call (BNN TV) 2014-04-21 $1.100

Likes it.  Acquired companies that all deal in underground infrastructure.  Well positioned to what is going to be a decade of building out western Canada because of energy companies.  Just did a financing that was massively oversubscribed. Thinks you will be pleasantly surprised by first quarter numbers.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
TOP PICK EH-T Easyhome Market Call (BNN TV) 2014-04-21 $18.550

Still has a lot of room to go up.  Leasing side is quite mature and produces good cash flow.  Once the lending platform is built, everything is just profit so he thinks you will see a ramping up in valuation.  Very disciplined in their underwriting process.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
WAIT ENT-X ENTREC Corporation Market Call (BNN TV) 2014-04-21 $1.240

An interesting idea.  They move massive equipment around.  Wait 6 months.  Then they will do well.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
PAST TOP PICK EQB-T Equitable Group Market Call Tonight (BNN TV) 2014-04-21 $59.560

(A Top Short May 27/13. Down 66.77%.) A subprime mortgage lender. Has taken a couple of shots at this thinking that the housing market in Canada was going to roll, especially when he saw the interest rates rise last summer. Highly speculative and a risky stock to own.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
COMMENT GPS-X BSM Technologies Market Call Tonight (BNN TV) 2014-04-21 $2.450

On his Watch List and he might be buying soon. The oil/gas seismic is part of their business, but they have had more of a growth in the trucking area where they have a solution for fleet management and tracking. This adds a lot of efficiencies.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
BUY GUD-X Knight Therapeutics Market Call (BNN TV) 2014-04-21 $5.890

Manager has an amazing track record for creating value.  He is recovering from a bad bike accident a couple of years ago.  They are moving to the TSX.  This should give the stock a boost.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
BUY GUD-X Knight Therapeutics Berman's Call 2014-04-21 $5.890

Moving from Venture to TSX.  This means the company is growing, which is a good thing.  If they get included in the broad index them more analysts cover it and so a potential for broader ownership.  Basically this move is a good thing.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS Unknown View
TOP PICK GXI-T Guestlogix Market Call Tonight (BNN TV) 2014-04-21 $1.290

Base business was built on processing credit card transactions while traveling on an airplane. They built that platform and have about 80% market share in North America. A big new thing is they are now selling in airport kiosks rental cars, etc through NCR. Also, have a deal with Panasonic by putting in one-touch purchase systems in the back of airplane seats. Now have 22 new deployments which is more than double what they have ever had previously. Sees growth in the next 2 or 3 quarters and they are going to deliver some big-time growth numbers.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
HOLD LLL-T LuLulemon Athletica Berman's Call 2014-04-21 $63.770

They were in a massive growth phase for a longtime, while they were opening stores and sales were growing.  Sales growth has slowed.  The market is not willing to pay the multiple that it was.  A retailer trades on earnings per share.  It is not a darling of the street any more.  It will be a market performer at best. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BULLISH on EMERGING MARKETS Unknown View
SPECULATIVE BUY LOR-T Lorus Therapeutics Market Call (BNN TV) 2014-04-21 $0.540

An old story, but re-invigorated by an impressive management team.  Speculative.  Recent sell off in biotech has not helped them.

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
DON'T BUY LSG-T Lake Shore Gold Market Call (BNN TV) 2014-04-21 $0.790

Doesn’t know if it will ever break $1.  The problem is access to capital.  They are trying to get into the higher grade ore and that is not always easy.  Costs are always going up.  Gold is not his favourite industry.

Fabrice Taylor NORTH AMERICAN SELECTIVE No View
COMMENT LSI-X Lonestar West Market Call (BNN TV) 2014-04-21 $2.880

Hydro Vac business similar to Badger Daylighting.  Heard there was an issue with a senior manager being injured.  The industry is very interesting. 

Fabrice Taylor NORTH AMERICAN SELECTIVE Unknown View
TOP PICK MCB-T McCoy Corp. Market Call (BNN TV) 2014-04-21 $6.250

It had a mishap with an ERP installation (software).  These things are tricky to implement.  It is a temporary problem and in the long term the ERP will increase profits.  Next year will be very good for profits because they go into replacement parts.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
TOP PICK MSL-T Merus Labs International Market Call Tonight (BNN TV) 2014-04-21 $1.610

They want to build out a portfolio of mature drugs and eventually will institute a dividend and grow like that. Recently did an equity financing at about $1.70. He has bought more since then. Likely going to use the money for another acquisition to broaden out their portfolio which will help the stock to re-rate. Currently around 5-6 times EBITDA. He can see a double on this once they start to broaden out.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
PAST TOP PICK NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2014-04-21 $11.410

(Top Pick May 29/13, Up 15.74%) They may not be as profitable this year, but then when the market begins factoring next year’s earnings it will go up.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
DON'T BUY NKO-T Niko Resources Market Call Tonight (BNN TV) 2014-04-21 $2.190

He would stay away from this. Highly speculative because there is so much debt. There is talk that after the election in India, there will be a price increase in the gas that this company and their partner get out of the D6 block. Not sure that will happen. If they don’t get that price increase, this equity will probably not be around in 2 years.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
PAST TOP PICK NLN-T Neulion Market Call (BNN TV) 2014-04-21 $0.960

(Top Pick May 29/13, Up 150%) Loves these small penny stocks.  It has revenues, but no net income.  What it has is a very powerful platform.  He asked himself what it would cost to replicate this platform, and it had huge value to him.  He thinks it will eventually be sold.  Somebody in the media compared it to Netflix.

Fabrice Taylor NORTH AMERICAN SELECTIVE Yes View
COMMENT NLN-T Neulion Market Call Tonight (BNN TV) 2014-04-21 $0.960

Still likes this company and thinks they are going to see great growth from the Rogers NHL partnership. Took some profits when he thought it got a little extended around $1 so he sold most of his stake at a little over $1. They provide an end to end streaming solution for sports programming.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS Yes View
DON'T BUY NTB-T Neptune Tech & Bioresource Market Call Tonight (BNN TV) 2014-04-21 $2.590

Has been a bit of controversial type of stock. A krill oil and omega-3 manufacturer. The big downturn last year was because of a fire in their plant so they had to stop production completely. Believes that it is coming back online. He is not a big believer in the science that he has read on. Doesn’t believe people are willing to pay premium prices for krill oil and omega-3 versus regular omega-3.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP CAUTIOUS No View
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