Table View - Opinions in Detail | StockChase
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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-22 $0.020

Market. This week and the next 2 weeks historically are the 3 weakest of the year. Analysts have a history of overestimating coming into the 3rd quarter and then have to start pulling them down, so there is a tendency for analysts to lower estimates, and for companies to lower guidance. This year in particular, it is likely to happen in the US, because there have been 2 hurricanes which will have an impact on 3rd quarter results. This is a short-term correction, which is going to provide you with a buying opportunity in the latter part of October. The consensus for earnings in the Dow Jones is a gain of about 3.7% in the 3rd quarter, 4.8% for the S&P 500 and 4.8% for the TSE 60 stocks. The strongest quarter of the year comes in the 4th quarter. People are buying things such as the new iPhone, Christmas gifts, etc.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-22 $0.020

Oil? Historically, oil prices tend to move higher from early in the year through to the end of September, then tend to dribble lower after that. In the last while, crude oil has formed a nice little trading range. If it gets above the $52 level, you could see it move higher. However, we are now into the period of seasonal weakness, and expects you won’t get a break out, and crude oil prices will move lower between now and January. If you want to be in energy, look at gassy stocks as opposed to oil stocks.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-22 $0.020

Technicals to monitor biotech and healthcare? You want to be in a sector that is in an upward trend and is outperforming the market. Also, you want the momentum indicators to be moving on the upside. Currently, this is not a good sector to be involved with.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-22 $0.020

Natural gas? This is normally from around the end of August through until the 2nd week in December. Currently, it looks like it is forming a nice base and trying to establish an upward trend. Weather is a very important factor when it comes to natural gas. When the weather is steady, natural gas doesn’t do very well. You get a boost in prices is when you get extreme weather in the fall. Yesterday there was a rude surprise when it turned out that natural gas inventories were larger than expected, which had a direct negative impact on natural gas prices. If you own gas and gassy stocks, stick with them for now. He prefers stocks as opposed to the gas, as natural gas ETF’s have a problem with the futures contracts going forward.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-22 $151.890

Economy.He expects inflation to stay relatively low. There are many structural factors affecting inflation globally, and most global banks are puzzled by this low inflation world. Looking at yield curves globally, many of them are in the long end of the curve, which is purely an indicator of where inflation is, and they are not steepening as quickly as people would think. It is a very delicate balance they are in and they have to let people know exactly what they are doing and how they are going to be doing it.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN _N/A View
BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2017-09-22 $151.890

From a valuation perspective, this is not expensive. Pays a nice dividend of 1.4%. Trading at 15X earnings. The stock ran up into their product announcement, and then pulled back. If you have a longer-term view, you look to buy the stock in this area. It very rarely pulls back substantially. They are coming into a very strong time because of Christmas.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Yes View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-09-22 $178.140

Very different from Amazon (AMZN-Q). An e-commerce site, but they set up platforms for companies. Unlike Amazon, they don’t control the seller and they don’t compete with them. 90% of revenue comes from China. They also have a Cloud business that they want to grow and they have Alipay. They need to expand internationally, but can they compete on an international basis. Also, it is a very difficult thing for them to be in the Cloud business, because they are a Chinese company and people get very wary of the security. Thinks they will spin off the Alipay business. Feels Amazon has a much better business.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2017-09-22 $25.020

Owns 10% of deposits in the US, so they could grow through retail acquisitions. However, they are going to grow by organic growth. They have a great retail franchise and great asset management, brokerage and investment banking business, a well-rounded company. Trading close to BV, which he thinks is going to go up to $26.66 next year. The intrinsic value is somewhere around $38-$40. Dividend yield of 1.9%. (Analysts’ price target is $27.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Yes View
BUY on WEAKNESS BB-T BlackBerry Market Call Tonight (BNN TV) 2017-09-22 $11.260

Management has moved away from the phone business, and has been moving into the software side. A really good job has been done on restructuring. Now they have to see more growth coming from that business. You’ll have to look for them to make some acquisitions and push their software business to a new level. Business is going to be lumpier than people think. It is not going to be a smooth transition, and you will have to expect some volatility. This is one he would look to buy on dips.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-09-22 $3.590

This is an oily stock, and has a history of moving higher from approximately late January through until May/June of each year. Chart shows the stock has been drifting lower since the beginning of the year. His preference would be into one of the gassy stocks.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
HOLD BTO-T B2Gold Corp. Market Call (BNN TV) 2017-09-22 $3.270

Gold stocks in general have a very strong period of seasonal strength, normally from the end of July through until the beginning of October. It started out positive this year, but lately has been going sideways to down. The problem is that we are running out of the period of seasonal strength, about 2 weeks from now. Continue holding the stock with the possibility that it might get to the top of its trading range, and you may want to take money off the table in the next 2 weeks.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
PAST TOP PICK CASH CASH Market Call (BNN TV) 2017-09-22 $0.010

(A Top Pick Aug 25/17.)

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Yes View
TOP PICK CASH CASH Market Call (BNN TV) 2017-09-22 $0.010

Holding cash until the middle of October makes sense, because that is when all the economically sensitive sectors turn positive. Wait until that time before using your cash.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Yes View
WAIT CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-09-22 $39.550

Movies have had a difficult time of late. They’ve had a very bad summer season for blockbusters. People are not as eager to go to movie theatres unless there is something really, really important they want to see. The company has done a very good job with concessions. He would wait for another quarter or so before looking at this.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
COMMENT CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2017-09-22 $9.650

Has just broken down through a very important level. The trend is on the downside. They sell most of their production into the US. The Cdn$ is getting higher, which means margins are getting squeezed and causing the stock to come under some pressure. Also, they had full access to a certain part of the Newfoundland/Labrador area for certain types of fish. Apparently one of the 4 areas has been taken from them to go to the aboriginal community.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-09-22 $109.410

This has 2 periods of seasonal strength during the year, and one of them just started in the last 2 weeks. Bank stocks do very well from approximately the beginning of September right through until the end of November. That is when banks report their 4th quarter results. Look for the stock to test the previous high during its current period of seasonal strength.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
BUY CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2017-09-22 $42.090

One of the premier oil companies in Canada. They are very astute at making acquisitions and integrating them, and have made a bunch in the last little while. Also, every time they have worked on a project through the years, they have always been on time. At this level, this should be okay.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Yes View
TOP PICK CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2017-09-22 $12.690

There was the crash in oil prices, and this company didn’t restructure as fast as everybody else, and got really hurt. Recently did a very big acquisition and had to issue a bunch of shares, and the stock has fallen even more. This is probably the time to own the stock because of new management coming in, who will probably exit some businesses allowing them to pay down some debt. Dividend yield of 1.6%. (Analysts’ price target is $13.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Yes View
HOLD ECA-T Encana Corp Market Call (BNN TV) 2017-09-22 $13.890

This is known as a gassy stock, so it is going to follow the trend of natural gas. Last year, they moved very well. Yesterday, the stock broke above short-term resistance, and has established a very faint upward trend. Stick with this until approximately the 2nd week in December.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
DON'T BUY ENB-T Enbridge Market Call (BNN TV) 2017-09-22 $50.660

Usually utility stocks, like this, do well in the summer, from April through to September of each year. It hasn’t really shown through this year. Technically, it established a downward trend and recently broke down below the support level. You are probably better off to look for opportunities elsewhere.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
COMMENT FDX-N FedEx Market Call Tonight (BNN TV) 2017-09-22 $220.000

You are going to see a very strong season coming because of Christmas. Not an expensive stock, trading at around 18X earnings. One of the premier companies in this space. As more and more people move to online e-commerce, this will really benefit.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
DON'T BUY G-T Goldcorp Inc Market Call (BNN TV) 2017-09-22 $15.870

This has been one of the weaker gold stocks in the last while. Yesterday, it broke below support, and as well, the stock is in a downward trend. Not a good situation. Better opportunities exist elsewhere.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
COMMENT GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2017-09-22 $83.270

This is among biotech stocks which historically, have done very well from April right through until the end of September. It happened again this year, although it didn’t happen last year. Look for an opportunity to take profits on strength.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
PAST TOP PICK GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-09-22 $83.270

(A Top Pick Oct 27/16. Up 13%.) Felt that a lot of the pharmaceutical companies had been beaten up and there would be a big uptick. The stock actually went down for quite a while. They did very, very well because of their HIV and hepatitis C drug. The problem with the hepatitis C drug is that they were curing people too quickly. Just made a recent acquisition on the cancer side which pushed the stock up a great deal. He still likes this.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Yes View
WATCH GOOG-Q Alphabet Inc (C) Market Call (BNN TV) 2017-09-22 $928.530

As a high-tech stock, this has very strong seasonality. It does very well from October to January, followed by another sweet spot in the spring. We are currently in the period where the stock normally doesn’t do that well. Once you get to the 2nd week in October, look for the stock to start moving higher.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
HOLD GS-N Goldman Sachs Market Call Tonight (BNN TV) 2017-09-22 $231.030

He likes this. It is not expensive and pays a decent dividend. A couple of things have happened that has hurt. Other companies cut back on fixed income, currency and commodity (FCC) side of the business because it is a very highly intensive capital business from a regulatory point of view. Goldman decided not to do that as much. They are still #1 in cash equities, etc.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN No View
PAST TOP PICK HUG-T HBP Comex Gold ETF Market Call (BNN TV) 2017-09-22 $11.910

(A Top Pick Aug 25/17. Up 0%.) The best time to own gold and gold equities is around the end of July through until the beginning of October. There are 2 weeks left before the seasonal trade is over. If you do see a little bit of strength, he would suggest you take some money off the table during the next 2 weeks.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN No View
TOP PICK IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2017-09-22 $24.240

Not a cheap stock, but a great story and pays a great 6.7% dividend yield. Has fallen off because of some issues with interest rates going up, and this is more of a utility stock. (Analysts’ price target is $29.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Yes View
COMMENT ITP-T Intertape Polymer Group Market Call (BNN TV) 2017-09-22 $18.510

Technically, this is not showing too much hope. Chart shows it has completed a double top pattern, and has broken down and is in a downward trend. Also, its momentum is negative. Using technical analysis, your downside risk is probably fairly minimal at these levels. At the same time, technicals do not favour an upside move in the short term.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
PAST TOP PICK KHC-Q Kraft Heinz Company Market Call Tonight (BNN TV) 2017-09-22 $77.520

(A Top Pick Oct 27/16. Down 9%.) Has actually bought more of this. They are good at cutting costs and getting higher margins. What you have to expect from this company is a bigger acquisition. That’s how they operate.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Yes View
HOLD LNR-T Linamar Corp Market Call (BNN TV) 2017-09-22 $74.940

Historically this has done very well in the springtime from February to May of each year, but recently, the stock has done better than that. All auto stocks have been moving very, very strongly higher during the last few weeks, but is not related to seasonality. Technically, this is currently in an upward trend and just broke to new highs. Short-term momentum indicators are doing well also. Stick with it for now.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
COMMENT MET-N Metlife Market Call Tonight (BNN TV) 2017-09-22 $50.540

Not expensive, trading at about 10X earnings and has a very good dividend yield of about 3.4%. They sold Bright House, and can now concentrate on their core business. They need to bring costs down by about $1 billion, and he thinks there will be better capital allocation between dividends and buybacks. All in all, you should see the stock price go up.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN No View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-09-22 $24.710

Likes their Asian franchise, a really great group business. Feels the John Hancock business takes up a lot of capital, and doesn’t have a very high Return on Equity. They need to exit that. If they can do so, they can really concentrate on the other strong businesses they have.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
COMMENT NA-T National Bank of Canada Market Call (BNN TV) 2017-09-22 $57.980

Seasonally, this does very well from September through until around the end of November, similar to other Canadian banks. If it moves above resistance at around $59, its all-time high, that will be a very positive technical indicator. That would be until the end of November, when the period of seasonal strength will have ended. Momentum indicators are all trending higher.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
COMMENT NFLX-Q Netflix Inc. Market Call Tonight (BNN TV) 2017-09-22 $187.350

Not the kind of stock he would buy, because the valuation doesn’t work for. They have 52 million US subscribers and 52 million international subscribers. They have a great brand and are way ahead of everybody else, and are developing their own products. He can see them having great pricing power over the next little while because of their strong brand. Thinks there is still a lot of growth to the story.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN No View
PAST TOP PICK NKE-N Nike Inc Market Call Tonight (BNN TV) 2017-09-22 $53.240

(A Top Pick Oct 27/16. Up 4%.) Sold this a while ago. Felt there was a lot more competition on the clothing side, and they were losing share there.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN No View
DON'T BUY NOK-N Nokia Market Call Tonight (BNN TV) 2017-09-22 $6.000

A very interesting company. Lost their phone business and had to rediscover themselves. Went into a deal with Lucent. They are moving along nicely, it is just a very slow process. Business can be very lumpy and volatile. There are a lot of better stocks to own.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
COMMENT PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2017-09-22 $35.960

The trouble with these kind of drug companies is that they made lots of acquisitions, which is how they have grown. Many were considered growth companies because they came out with social drugs, and ended up with huge multiples. There are lots of good things in their pipeline, but there are not going to be these massive, massive blockbuster drugs they used to have.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN No View
HOLD PGF-T Pengrowth Energy Market Call (BNN TV) 2017-09-22 $1.160

This is going through a major restructuring. Sold a big chunk of their assets and have gone into other assets. Technically, the long-term trend is still on the downside. However, it has broken the downtrend in the last few days, and there is long-term support. That is encouraging. If you own it, continue to hold until about the 2nd week in December.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
HOLD POU-T Paramount Resources Market Call (BNN TV) 2017-09-22 $24.750

Seasonality, gassy stocks tends to be quite positive this time of year, from September through until the end of the year. This is showing some encouraging signs. Technically, it has just broken above resistance level and has established an upward trend. Also, it is outperforming the market. Momentum indicators are positive. If you own, stick with it until approximately the 2nd week in December.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
BUY SAN-N Banco Santander SA Market Call Tonight (BNN TV) 2017-09-22 $6.830

What to buy in Europe? He likes that we are seeing “return to growth” in a lot of the European economies. Unemployment is coming down. The kind of business you want to buy would be the banks. They are based on the economy of the country. Something like this is a great story. It is a global bank, but has a very strong presence in the UK and Europe. It is in all of South America and in the southern part of the US.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
HOLD SHOP-T Shopify Inc. Market Call (BNN TV) 2017-09-22 $148.450

He can’t do seasonality on this company, because you need 20 years of data. However, the chart shows that it just keeps on going higher and higher. It recently broke into an all-time high, and is outperforming the market. Momentum indicators are on the upside.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
TOP PICK SOIL-N Global X Fertilizers ETF Market Call (BNN TV) 2017-09-22 $10.180

Historically, this has done well from September through to around the 1st of the year. It just had a nice break out recently. It is establishing an upward trend, so the technicals are positive. Seasonally, this continues through until January.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN No View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2017-09-22 $27.100

Look for very strong 3rd quarter results. The estimate is around $1.20 versus about $0.20 last year, and that is going to be a positive factor. Technicals are a bit mixed, where the stock is trying to form a triangle. If it moves above the triangle, that would be positive. On a momentum basis and relative strength basis, it is kind of neutral. Historically this has done very well from approximately January through until May of each year.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN Unknown View
COMMENT V-N Visa Inc. Market Call Tonight (BNN TV) 2017-09-22 $105.560

People think of this as a credit card, but it really is a toll road. They get paid every time someone uses a visa card. There have been very few pullbacks where you can buy the stock. The one slight risk to these companies is that a lot of times the payment side is being disintermediated globally with new FinTech technology. Nevertheless, this has been a great story.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN Unknown View
PAST TOP PICK XGD-T iShares S&P/TSX Global Gold Market Call (BNN TV) 2017-09-22 $12.320

(A Top Pick Aug 25/17. Down 1%.) This year started off great, but then started to roll over. Has a little concern with gold and gold equities in general. The US$ Index in the last 10 days has started to show signs of bottoming. If the US$ starts to bottom and go higher, that is not good for gold and gold stocks.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN No View
TOP PICK ZEB-T BMO Equal Weight Bank ETF Market Call (BNN TV) 2017-09-22 $27.610

Historically, banks have had 2 periods of seasonal strength. One of them is right around now through until the end of November. Bank CEOs love to give you good news as you get into the 4th quarter, when they release their results. Technically, it looks like we have started into seasonal strength right now.

Don Vialoux SEASONAL & TECHNICAL UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-21 $0.020

Markets.  We are in a long slow expansion that has been going on for quite some time now.  There is very little excess built into the system.  The US Fed will work to normalize interest rates and it is important that they do that.  It speaks to the confidence that the Fed has in the sustainability of the recovery.  What’s working is a reflationary trade.  We are seeing a rotation from tech to cyclicals.  Europe and Japan are working hard to keep rates lower.  We saw secular lows in interest rates 16 months ago.  Bonds do not look very attractive.  There are controls in China being brought in that limit foreign real estate investment.  We are seeing real estate in Canada slowing down and also auto sales slowing down.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-21 $0.020

Market.The last time he was on Market Call Tonight, he commented that he was starting to see a shift in the market structure. About 4-5 months ago, he really saw the nascent change in structure, where utilities, defences, etc. started to get a little weaker. They’ve had a little bounce up, but the big thing that has happened is a really big shift technically, that was really confirmed about 2 months ago. We now have a harmony of developed global central banks that are now talking about either raising rates, reducing stimulus, or some version of that. That is matching up with the fundamentals of the macro picture that is matching up with the technical picture which started a few months ago, and got much stronger at the end of August. The data has been a little soft lately and inflation is not really showing a sting. He suspects it is not going to, but the bankers job is to anticipate. One of the Fed governors indicated that what they had done over the last few years really hasn’t worked. The real economy has not significantly changed. We don’t have company spending. Capital spending is one of the biggest tells, that all this stuff has not worked. Experiment #1 is over, and thinks we are now into Experiment #2, that if they start to raise interest rates, it will send a message to corporations and investors, you don’t make your numbers by low costs to do your “buybacks”, you are going to have to start to assume risks. He is worried about the rally which people think is going to be quite strong. As we move into late Q1 and into mid-Q2 of 2018, where we are going to have enough time to see what has happened with these higher rates, he is really bullish on this sort intermediate term view, but suspects that the 2nd experiment might have to have some adjustments along the way.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-21 $0.020

Crude Oil?Chart shows a bottom made in early 2016, followed by a little bit of a higher bottom in mid-2017. The next thing he is looking for is $60, which will be the next place we have resistance. As an investor, if you ever want to know about the price of a commodity, the best thing to do is to look at the price of the producers as an indication of what is going to happen to the commodities. In the case of energy, you would look at the energy stocks to see where oil would go, and, for example, in the case of gold, you would look at gold stocks to give you a bit of a tell to show where gold might go. The consensus is that oil will be between $50 and $60.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN _N/A View
COMMENT ACAD-Q Acadia Pharmaceuticals Inc. Market Call Tonight (BNN TV) 2017-09-21 $37.630

There has been a little volatility. The long-term moving average is going up nicely from early 2016. In 2015, it got a little overextended, which can happen from time to time. Chart shows a long downtrend line which was recently broken. The biotech sector is the right space. He believes, on a fundamental basis, that we are just scratching the surface on what biotech is going to do and how it is going to change humanity. Believes it will be a game changer. This name looks like it is breaking out. A little steep right now, but looks like it wants to go much higher and hit around $60.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Unknown View
DON'T BUY AGN-N Allergan PLC. Market Call (BNN TV) 2017-09-21 $202.660

We are in a structural bull market for equities.  We are skating through the two toughest months of the year without much volatility.  Don’t buy a company that has been put into the penalty box.  Stocks that have broken down have an army of people who just want to get their money back.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT AMC-N AMC Entertainment Holdings Inc. Market Call Tonight (BNN TV) 2017-09-21 $15.800

He would have liked to have seen this hold its low at the end of 2016, but it didn’t. A lot of indicators show this as oversold. Consumer cyclicals don’t show a strong relative performance. Consumer defences, consumer staples and consumer cyclicals are not showing as strong as some of the financials, energy, etc.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Unknown View
BUY AMZN-Q Amazon.com Market Call (BNN TV) 2017-09-21 $964.650

This is right at the heart of one of the most important secular themes which is on-line retail.  It has been a top pick and his view has not changed.  The trend is very clearly higher.  This can only be one part of a portfolio.  There are always risks and you have to know where to exit.  They have a very low cost of capital and they have gone and disrupted a lot of industries.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT APH-T Aphria Inc Market Call Tonight (BNN TV) 2017-09-21 $6.610

The sector got a little soft recently. Chart is showing a nice upward trend line from early 2016, followed by some pretty big volatility ranging from $8 down to $4.50. It has broken up through its downtrend recently. The 1st place he would look at is resistance of around $6.50, which is probably not going to be until the peak of around the current level of about $6.60. He would like to see some volume above $6.61.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN No View
TOP PICK BAC-N Bank of America Market Call (BNN TV) 2017-09-21 $25.160

It is a more domestically focused bank.  40% of business is from corporate and consumer banking.  20% of revenue is from wealth management which they have done a good job with.  Business conditions are improving in the US.  Higher interest rates are going to give them the ability to make a better interest margin.  ROE could go from 7 to 10%.  It is trading at 1 times its book value vs. 3 for norms and for Canadian banks.  (Analysts’ target: $27.00).

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK BAX-N Baxter International Inc Market Call Tonight (BNN TV) 2017-09-21 $63.380

(A Top Pick June 30/16. Up 42%.) He still likes this. Healthcare is one of the few sectors, if you can deal with the volatility, that is in a secular bull market that began in 2012. He still likes this today, and it is still a Buy.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Yes View
COMMENT BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2017-09-21 $183.160

Not cheap, but when looking at the chart there is a pretty nice trend line. There was a little volatility earlier this year when at $180, and then it dropped to about $158. However, the chart shows a nice upward trend line after forming a cup and handle in mid-2016. Thinks there is going to be somewhat of a bias to value stocks, although they might be acting like growth stocks. Look over the next 10-15 days and pick your spot. Anywhere between $185 and $179 is probably safe if you are a long-term investor, and will do quite well over the next 6-8 months.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT BUS-X Grande West Transportation Group Market Call Tonight (BNN TV) 2017-09-21 $2.610

Basically all the action this year is base building. There is probably going to be some resistance at around $3 up to $3.50. Chart shows a long base that it broke out of in 2016. You can look at the chart as being a bull flag. You are probably looking at something just south of $4-$4.05.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Unknown View
TOP PICK CAT-N Caterpillar Market Call (BNN TV) 2017-09-21 $124.790

It has done well through a difficult period.  80% of the revenue from that sector was just replacement parts.  This equipment wears out and has to be replaced and maintained.  It has the fastest earnings revisions of any S&P company.  (Analysts’ target: $125.00).

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY CWB-T Canadian Western Bank Market Call (BNN TV) 2017-09-21 $32.000

It has had a wonderful rally.  He is more constructive now on energy than in quite some time.  This is a help from western Canada.  He prefers US banks to Canadian but certainly this one is acting great and he would not have a problem owning it.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Unknown View
DON'T BUY DFS-N Discover Financial Services LLC Market Call (BNN TV) 2017-09-21 $60.500

Payments and financial technology is a great group.  He has preferred V-N for a long time with a more attractive business model.  It has a great international growth path in front of it.  Don’t buy the laggards.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK DWDP-N DowDuPont Inc. Market Call (BNN TV) 2017-09-21 $70.320

The largest chemical company in the world.  They may break up into three to unearth more value.  They are completely attached to the global economy.  There are billions in savings they can generate in the next couple of years to generate a much better return on their assets.  It just continues to unfold.  (Analysts’ target: $79.00).

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD EMA-T Emera Inc Market Call Tonight (BNN TV) 2017-09-21 $46.490

In line with what he had talked about earlier on, with rotation in defences, he can see this sort of started back in the spring. It hasn’t broken down terribly. If you have a nice profit, maybe you want to take some off the table. It is probably going to want to migrate back to $43. Not a huge move and you get a nice dividend on this. As we move throughout the year, the pro-growth themes will start to get a little long in the tooth, and people may start to re-evaluate what is going on. This would be the exact kind of name he would be looking at as we move through the winter and into the new year, and asking if this was a good price. $42-$43 would be where he would be most interested. You shouldn’t sell this now.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK FFH-T Fairfax Financial Market Call Tonight (BNN TV) 2017-09-21 $635.380

(A Top Pick June 30/16. Down 7%.) He still loves this name and thinks it will do quite well. Interest rates going up is really good for financials.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Yes View
PAST TOP PICK GOOG-Q Alphabet Inc (C) Market Call (BNN TV) 2017-09-21 $932.450

(Top Pick Oct 17/16, Up 20%)  It is in the themes of cloud and search.  You really want to own this one.  He has a significant tech weight because there are so many secular themes here. 

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK IBB-Q iShares Nasdaq BioTech ETF Market Call Tonight (BNN TV) 2017-09-21 $331.270

This is a long-term theme. We are going to have a little bit of resistance at his initial target of $3.90. (Chart actually shows around $380. Did he misspeak? - Bill) There is some volatility with some pretty big swings.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Yes View
WEAK BUY IP-N International Paper Co Market Call (BNN TV) 2017-09-21 $57.290

We are in a process of reflating the system and materials are behaving quite well.  Breadth is expanding and momentum is improving.  He owns another.  This one does look good and pricing is firm.  They should continue to do well.  He really likes the timber companies, though.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK IYZ-N iShares Trust Dow Jones U.S. Telecom Sector Fund Market Call Tonight (BNN TV) 2017-09-21 $30.500

(A Top Pick June 30/16. Down 5%.) His return was almost 18%. Sold it in early February this year. If you still, he probably would not be looking to Sell today, but would be looking to buy it in the next 4-5 months. Has a pretty good yield.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN No View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2017-09-21 $95.030

(Top Pick Oct 17/16, Up 44%)  Financials are a big weighting for him.  There is a multiyear theme in financials ahead of us.  He likes capital markets and net interest margins growing for most of the banks.  The US banks are one by one starting to break out of consolidations after the election last year. 

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD LNR-T Linamar Corp Market Call (BNN TV) 2017-09-21 $73.850

Ten year investment?  This is tough.  They are great at execution and built a great business.  He likes the auto group but there is improvement happening in various parts of the world.  If he had a choice, he would buy MG-T (which he owns) over LNR-T, which is a hold.  There are no transmissions in an electric vehicle.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS No View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2017-09-21 $24.590

When you buy an insurance company you are buying a giant investment portfolio.  He is very constructive on the world’s economic condition.  He believes we have likely seen the generational lows in interest rates.  Over 15 to 20 years we will likely see interest rates rise.  MFC-T has done a good job of building a strong franchise in Asia.  He likes the sector.  They are under owned.  Their legal issue is in the price and is not likely to recur tomorrow. 

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
STRONG BUY NVDA-Q Nvidia Corp Market Call (BNN TV) 2017-09-21 $180.760

It is in the center of a couple of structural changes taking place in the world’s economy.  One is artificial intelligence and autonomous driving and the other is augmented reality.  Breadth within the semiconductor industry is expanding.  The multiples are expanding.  This is a leader in the group.  It broke out recently – a nice break out, and then pulled back over the last couple of days.  There are always shakes in these types of stocks.  This is a great entry point.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL BUY PCLN-Q Priceline.com Inc. Market Call Tonight (BNN TV) 2017-09-21 $1866.350

Got a little weak. In early August, it made a new high and then came back down. It has a moving average at around $1735, which would be a base. It would probably line up with the bottoms of the last several months. If buying for new clients today, he would not take a full position. He would rather pay a little more, and wait for it surge to around $1940 to get a full position. A well-run company that is well followed on the street.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Yes View
DON'T BUY PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2017-09-21 $0.310

This seems to have been stuck in the $0.25-$0.50 netherworld for the last 3-4 months. It has been banging into a kind of moving average. Chart shows a huge base, and if it ever got its act together, it would probably get a lot of attention. A 1-year chart shows it bottomed at around $0.13-$0.14 followed by a little break out, a little resistance and a slowly falling trend line. Until it got above $0.50, he would not be interested. Being a Venture stock, it is probably very susceptible to news.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN No View
PAST TOP PICK PXD-N Pioneer Natural Resources Market Call (BNN TV) 2017-09-21 $142.010

(Top Pick Oct 17/16, Down 23%)  He used a stop loss.  The tidal theme went out and he exited.  After a difficult year he got stopped out.  He was X-energy until about a month ago.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT PXT-T Parex Resources Inc. Market Call Tonight (BNN TV) 2017-09-21 $14.860

Chart shows a downward channel from earlier this year. Expects the whole commodity complex, anything to do with commodities, to do quite well. However this one is not showing initial strength like the rest of them. There is a move from the end of August at around $12 to the current price of $14.86. If you can get this at about $15, you might be happy. This has not been good compared to some of the other names.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN No View
DON'T BUY QCOM-Q Qualcomm Market Call (BNN TV) 2017-09-21 $52.030

They have legal problems and fights with the street.  You need to move on.  He would focus on others.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS No View
BUY on WEAKNESS SHOP-T Shopify Inc. Market Call (BNN TV) 2017-09-21 $148.180

[Is it too late to add?]  Technology is a key driver of the market right now.  You want positions there.  Don’t focus only on one sector.  He has recommended this a couple of times on this show.  They only have a 5% market share at present.  They are moving into credit and delivery.  This is a company that can continue to grow.  These are three and four percent positions in portfolios.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY SPY-N SPDR S&P 500 ETF Market Call (BNN TV) 2017-09-21 $249.390

It is the one decision way to get exposure to the S&500.  The recent weakness in the US dollar doesn’t hurt.  You will do just fine with it.  We are in a market that is benefiting some sectors more than others so he would like a more targeted exposure.  Financials, industrials – a basket of 3 or 4 of them.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-09-21 $69.010

This is in the right sector. It is going to give you as much safety as you are going to get by and large, through the SPDR Financial ETF (XLF-N). Chart shows a good long base from 2014 and into 2016, followed by the 1st thrust in the latter part of 2016, i.e., the Trump bump. You want to see it get above the recent high of around $71-$72. It is the best bank out there. (Analysts’ price target is $74.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Yes View
PARTIAL BUY TMO-N Thermo Fisher Scientific Market Call Tonight (BNN TV) 2017-09-21 $187.910

Chart shows that for the last 3 years, it has gone up and to the right despite some volatility. If you like the name, you just have to simply buy it. Maybe take half a position and not even worry about it, and then look for an opportunity to buy the 2nd half.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT TOY-T Spin Master Corp Market Call Tonight (BNN TV) 2017-09-21 $43.450

This just got added to the TSX. When that happens, people and companies have to buy it, so there was a lot of trading. The Toys “R” Us problems won’t necessarily impact this company. Has a great, long term trend. A little volatility at different times.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Unknown View
WATCH TTD-Q The Trade Desk Market Call Tonight (BNN TV) 2017-09-21 $59.540

Has a really nice upward trend. Chart shows a base had formed from last October to the end of February. Then looked like it started to do that again from May to Sept this year. Looks like it is breaking out again. Software technology is a good space to be. It is going to be part of the procyclical move that he talked about at the beginning. A good name. Expect a little volatility in the next 15 days or so. If it hits the trend line, go ahead and buy it.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Unknown View
BUY on WEAKNESS TTWO-Q Take-Two Interactive Softwar Market Call (BNN TV) 2017-09-21 $101.720

It rallied from $10 to $100.  This is a great sector.  It has gone through this transition over the last number of years.  Now you buy extra weapons and tools on line with real money.  He does not think it is over yet.  He would average his way into something like this.  He owns three of these in a basket.  He would buy any of the three.  It has a PE of 25 but is a highly predictable business model.

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Yes View
WATCH UTX-N United Technologies Market Call (BNN TV) 2017-09-21 $114.500

He really likes the industrials.  He likes companies that benefit from capital spending.  This one fits in that camp.  It had a sharp pull back and he would like to see the technical picture in place before he puts new money there. 

David Burrows NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK XBM-T iShares S&P/TSX Gb Base Metals Market Call Tonight (BNN TV) 2017-09-21 $12.640

The run on this started a bit sooner than everything else. If it gets through the top of $14.20, it will run. The chart shows a huge head and shoulders formation. Some of the bigger components are things like Lundin Mining (LUN-T), Teck Resources, BHP Billiton, etc. It will be very volatile, so if you get some profit, then maybe piece off some of it. Come the spring, you are probably not going to want to own this.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-20 $0.020

Market. Feels the growth trajectory will slow down towards the end of the year. There are some headwinds facing Canada. However, it is a good place to be, notwithstanding it slowing. Thinks it will be more opportunistic towards the back half of the year, so he is positive on Canadian equities. There was a report out of the EIA lowering the Q2 and Q3 forecasts for shale producers. You could see it about $50 for sustained period of time. Doesn’t feel there will be a further rush to increase interest rates in Canada.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-20 $0.020

Technology.He doesn’t fear technology, he embraces it. There is a massive shift going on with $200 billion worth of advertising revenue. It is currently being picked up by TV networks, but is going to move to Internet-based businesses. Google and Facebook will probably pick up 95% of the business. There is a long road ahead, and traditional media businesses are going to have to learn a new business model and change. The first mover-advantage has gone. Facebook has probably 60-70 million subscribers now, and Disney is looking to pick up 25-30 million. Canadian companies have bought broadcasts and sports networks, so they are starting to build their own content in a better way. He is fully invested, and sees no reason to be un-invested.

Bruce Murray NORTH AMERICAN BULLISH _N/A View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2017-09-20 $156.070

This keeps you in the eco system, which is extremely profitable for them. The apps and the music side is keeping you in there. The iPhone 8 and iPhone X should be positive heading into the holiday season. Also, it is not trading at an outrageous multiple. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
TOP PICK ACN-N Accenture Ltd. Market Call (BNN TV) 2017-09-20 $138.010

More and more people are moving to the Cloud and not knowing how to do it. Production for this company is helping companies do it. That will grow, grow and grow in his view. Has a huge cash horde, and are very good at integrating acquisitions. Sees it in the $150-$160 range in a year. Dividend yield of 1.8%. (Analysts’ price target is $138.)

$150-$160 in 12 months. Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2017-09-20 $28.210

Subscription Receipts. They did a big deal with the WGL in Washington, and there is a bit of pressure there, but positive and the fact that you get your $31 back if the deal doesn’t work, and a 7% monthly income to wait. Dividend yield of 7.3%. (Analysts’ price target is $33.)

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
BUY AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-09-20 $973.210

A great long-term play. It is expensive, but once it actually slows its growth, profitability will skyrocket. They are not going to slow their growth, they are going to keep reinvesting in their businesses. With guys like Jeff Bezos, you just want to bet with them and stay with them. Has a target price of $1250.

$1,250 Bruce Murray NORTH AMERICAN BULLISH Yes View
COMMENT AXP-N American Express Market Call (BNN TV) 2017-09-20 $88.430

MasterCard (MA-N), Visa (V-N) or American Express (AXP-N)? Of the 3, he prefers Visa, the largest of the 3. This one is not a favourable one in his view.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Unknown View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2017-09-20 $58.930

He is holding this for the income, which could be under pressure. Doesn’t think you are going to see dramatic increases in the underlying price, but the fundamentals are there. You potentially have a new wireless refresh cycle going on.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-09-20 $58.930

The business is under assault, but this company has managed extremely well. They are notorious for controlling costs. They’ve done a good job of acquiring companies where they are generating content to offset the business. The broadcast part of the business may go down, but the content part will be there and there will be distribution. People will want to see it. Thinks you are safe with this, but just doesn’t see a lot of opportunities for capital gains. Dividend yield of 4.9%.

Bruce Murray NORTH AMERICAN BULLISH No View
COMMENT C-N CitiGroup Market Call (BNN TV) 2017-09-20 $71.460

He would prefer Wells Fargo (WFC-N) or J.P. Morgan (JPM-N). Wells Fargo is more of a retail focused bank and has been under pressure because of some of the news items on opening of accounts. J.P. Morgan is more of a conglomerate bank of investment and retail. It is less focused on international markets, which he views as a positive.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Unknown View
PAST TOP PICK CBS-N CBS Corp Market Call Tonight (BNN TV) 2017-09-20 $59.050

(A Top Pick Oct 4/16. Up 8%.) He started looking at Facebook (FB-Q) and realized it had a far better business model so he sold this last December.

Bruce Murray NORTH AMERICAN BULLISH No View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2017-09-20 $12.390

He owns this, because it is a commodity company at the bottom of the uranium cycle. The uranium cycle was upended by the Fukushima disaster. Japan, being one of the big users of nuclear fuel, backed away and have not come back. Natural gas is cheaper in the short term, but we still need a lot of electricity. China is building 60 or 70 reactors and nuclear fuel, in a normal environment, is a low-cost provider. It has very limited environmental impact but has a very negative NIMBY association. There is still no solution in moving spent uranium from a reactor back to some place to store it. Has a $.40 dividend which is secure. This will end up being a spectacular investment.

Bruce Murray NORTH AMERICAN BULLISH Yes View
PAST TOP PICK CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2017-09-20 $144.240

(A Top Pick Oct 4/16. Up 38%.) One of the outstanding growth stocks in the US medical field. They have a plethora of new drugs coming out. Sales are growing at about 25% per annum. With the current earnings, the target price could move into the $165-$170 due to the growth rate. The company is more likely to surprise on the upside and another $1 of earnings could give you a $20-$25 a share. This could be a $200 stock. Still a Buy.

Bruce Murray NORTH AMERICAN BULLISH Yes View
BUY on WEAKNESS CJR.B-T Corus Entertainment (B) Market Call Tonight (BNN TV) 2017-09-20 $12.990

He owns this for the dividend. The company has a lot of debt and a high payout ratio, which is going to limit the upside. It has the right mix of shows that dominates women’s channels, so it has the audience that will probably watch TV the longest, and has an audience that will probably move to other forms of entertainment in the longer-term. He has a target price of $14.50-$15.00, and it is yielding 8.5%. He would average down to the sub-$12 and would trim it at $14-$15. To have a whole bunch of money in this could be dangerous.

Bruce Murray NORTH AMERICAN BULLISH Yes View
COMMENT CLX-N Clorox Company Market Call Tonight (BNN TV) 2017-09-20 $135.370

This is a part of the whole consumers package goods business that is under incredible pressure from commoditization. The stock has done very, very well. It had high PEs just because of the quality of their cash flow and that their brand names are recognized. Now that we are getting into higher interest rates, that is going to start to get squeezed. Maybe the weakening of the US$ will allow some foreign profits to come through a little better, but generally the group is under a lot of pressure from generics, etc. If you own it, you are not going to lose a lot of money.

Bruce Murray NORTH AMERICAN BULLISH No View
COMMENT CNR-T Canadian National R.R. Market Call (BNN TV) 2017-09-20 $101.100

This is really predicated on economic growth. There are 2 facets to their model. One is price increases and the other is volume increases. They have been able to pass on price increases fairly consistently. On the volume side, it is economic growth. A very well-run rail with a low operating ratio.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET No View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-09-20 $32.600

A solid technology company that is still run by its founder. These great companies, where you have a visionary founder that is still with a company, do very, very well. This company has had some short term disruptions with a couple of newer companies that are taking some of the higher end stuff, but this company dominates the Internet business, in the sense of the switches, etc., and has enough money to out-engineer anybody that wants to compete with them. It is like buying General Motors in 1955. They own the market and are going to own it for a long time yet.

Bruce Murray NORTH AMERICAN BULLISH Unknown View
PAST TOP PICK CXR-T Concordia Healthcare Market Call (BNN TV) 2017-09-20 $1.520

(A Top Pick June 21/16. Down 95%.) He sold this before the end of last year.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET No View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2017-09-20 $99.210

There has been a lot of news lately on the cable side of things, which has been an overhang. They recently released some news on their plans to move away from partnering with Netflix in terms of streaming. They have the content and it will be positive. It would take a couple of years to get there. Has an amazing library of content as well as potentially having the cable side of ESPN, which could fold into that. In the meantime, they have great movie franchises.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
PAST TOP PICK DLTR-Q Dollar Tree Market Call Tonight (BNN TV) 2017-09-20 $83.420

(A Top Pick Oct 4/16. Up 9%.) This has been an up-and-down stock. They merged with a company called Dollar General and the stock ran up to about $90 a share last year. The 1st results came out. Mergers cost money and things weren’t happening, and the stock depressed. The last quarter came out and the merger is starting to work now. This company can open several thousand more stores, so he still likes this.

Bruce Murray NORTH AMERICAN BULLISH Yes View
TOP PICK DR-T Medical Facilities Corp. Market Call Tonight (BNN TV) 2017-09-20 $14.900

They own source surgical centres in the US. They own 55% of the properties and the surgeons own 45%. The surgeons get paid, but they also have an interest in the business. They are mainly in the Midwest. A relatively small company. Management knows what they are doing, and will continue to buy more of these things. He wants to see a 5% dividend yield, which means it will be a $20 stock, and he will reduce his position in it. Dividend yield of 7.5%. (Analysts’ price target is $16.)

Bruce Murray NORTH AMERICAN BULLISH Yes View
HOLD FTS-T Fortis Inc. Market Call (BNN TV) 2017-09-20 $44.960

An electrical utility company, generating electricity. You are not going to get a massive up-spike in that kind of company. You will get great and stable income as well as growth over the longer-term. Has been very successful in going into the US and buying assets. Extremely well-managed. They raise their dividend consistently.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
COMMENT GE-N General Electric Market Call (BNN TV) 2017-09-20 $24.320

An interesting company. Selling off the finance side out of the last recession has clearly focused them on healthcare, infrastructure technology and energy. He is not constructive on this company yet, in terms of a conglomerate being in all sectors. You are better off picking and choosing specific companies for those sectors.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET No View
COMMENT H-T Hydro One Market Call (BNN TV) 2017-09-20 $22.600

He is pretty positive on this. You see a lot of trend of Canadian companies going down to the US to buy assets. It is a very long cycle, which is why the receipts are a good thing in terms of if it doesn’t happen. The conversion will result in dilution, but you are getting paid to wait. Thinks it will work out well.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET No View
WATCH HR.UN-T (Dead) H&R Real Estate Inv Trust Market Call (BNN TV) 2017-09-20 $21.330

A well-managed REIT. There are a number of headwinds with interest rates going up, potential debt maturities coming due. They have some office space in Calgary which is a bit under pressure, but not catastrophic. Good income. A “wait and see” situation.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
COMMENT IPL-T Inter Pipeline Market Call (BNN TV) 2017-09-20 $23.870

This has been caught up on the energy component, even though it has great contracts with bigger oil companies. Doesn’t consider it to be a dramatic high-yielder, so is not concerned about the payout ratio. They have some great, long term contracts, specifically with Imperial Oil (IMO-T). A good portion of it is shipping condensate for the oil sands. Notwithstanding the low energy prices, he doesn’t believe the oil sands projects are going to stop. Condensate will be needed and those contracts are long-term in nature.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
PAST TOP PICK KEY-T Keyera Corp Market Call (BNN TV) 2017-09-20 $38.580

(A Top Pick June 21/16. Up 7%.) He still likes the name. A very well-managed company. Conservative debt metrics. Provides good income.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
COMMENT MA-N Mastercard Inc. Market Call (BNN TV) 2017-09-20 $142.240

MasterCard (MA-N), Visa (V-N) or American Express (AXP-N)? Of the 3, he prefers Visa, the largest of the 3. This one is a bit more international, but trades a little higher on a multiple basis. American Express is not a favourable one in his view.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Unknown View
PAST TOP PICK MCD-N McDonalds Market Call (BNN TV) 2017-09-20 $159.880

(A Top Pick June 21/16. Up 34%.) This continues to fire on all cylinders. New management has brought in new initiatives, new menus, technologies in the stores. It trades at a pretty hefty multiple now.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET Yes View
HOLD MFC-T Manulife Financial Market Call (BNN TV) 2017-09-20 $24.440

The best in class in Canada. There are always 2 components with the insurance companies, insurance and investments. A rising rate environment should be beneficial over the longer-term. Product sales are good. They are branching out into Asia. It has been well-managed.

Zachary Curry NORTH AMERICAN - LARGE BULLISH on CANADIAN MARKET No View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-09-20 $64.290

In their last quarterly conference call, they talked about their opportunities. They are doing $2000 on Internal Combustion Engine (ICE) cars. On an electric vehicle, they think they have $2500 worth of opportunity. On a hybrid vehicle, which most vehicles will be, they think they’ve got $3000 worth of opportunity. This is an outstanding opportunity.

Bruce Murray NORTH AMERICAN BULLISH Unknown View
BUY NA-T National Bank of Canada Market Call Tonight (BNN TV) 2017-09-20 $57.810

Canadian banks in general have been great long-term investments for Canadians. The regulatory system has kept them out of trouble. This one was trading at a bit of a discount to the others, but has closed a lot of the discount over the last couple of years. The Québec economy is stronger now than it has been in years, which should be a regional positive for them. They have a larger exposure than the other banks to Alberta, but that has now been digested. This is fine to own. They’ll be able to raise their dividend is the other banks do.

Bruce Murray NORTH AMERICAN BULLISH Unknown View
TOP PICK NWL-N Newell Brands Inc Market Call Tonight (BNN TV) 2017-09-20 $42.400

This was a top pick in August. Then we had the hurricanes that hammered Houston. This company owns Rubbermaid and they buy a lot of rubber. They just put out a press release saying their earnings were going to be hurt because of the increased cost of rubber, and in fact might not get it for a period of time. Because of this, the stock has been hit and is now in the low $40s. He does not believe this is a long-term event, and he would buy the heck of it at this price. It is $3 of earnings and an extremely well-managed company. They own a plethora of brands. Earnings are $3 currently, and he thinks that goes to $4 in a couple of years. Has a $60 target price. Dividend yield of 2.2%. (Analysts’ price target is $58.)

$60 Bruce Murray NORTH AMERICAN BULLISH Yes View
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