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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-27 $0.020

Energy. Believes that OPEC has got the US shale into a position where they want them, and that is in a decline in production. They want to see the high cost oil production in the world decline. It is the summer driving season and he expects the big US inventory numbers to decline. On the production side, there is an oversupply. Believes the demand upticks, followed with production declines in some of the high cost basins are going to resolve that problem. Feels that the bottom is probably behind us. Doesn’t believe anybody believes in $80 oil, and maybe the right number is $60.

Bill Bonner CANADIAN ENERGY UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-27 $0.020

Natural gas. The US will consume about 75 BCF per day this year. They produce about 70 and get about 7 out of Canada and another 2 from elsewhere. The North American market is probably oversupplied by maybe 3 BCF a day. There are some LNG projects coming on that will completely consume that.

Bill Bonner CANADIAN ENERGY UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Markets.  As a whole there is a new reality of growth slowing.  We are looking at half the previous growth around the world.  Real returns, however, are going to be only slightly lower on portfolios.  You are better with 8% return and 2% inflation than 10% return and 6% inflation.  There are some defensive sectors that you can hide out in.  Emerging markets are growing twice as fast as developed economies. 

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Getting an Adviser.  Go to the web site for the Financial Planning Standards Counsel.  Young people may want to consider a Robo advisor.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Caller withdrew from TFSA then the limit was increased.  Can he contribute now?  CRA gets suspicious when you make a withdrawal and then a contribution in the same year.  CRA would prefer you wait until the new calendar year.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

RRSP vs. TFSA.  If you are going to be in the same tax bracket when you are working as when you retire, it makes no difference.  If you will be in a lower bracket after retirement then it makes sense to defer tax with the RRSP.  If you are a low income earner you probably want to use the TFSA.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

ETFs for long term investing.  Canada is 4% of the world market.  Don’t get over exposed to Canada.  VXC-T and XAW-T are two products with little or no exposure to Canada.  He might tilt towards emerging markets instead. 

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Is there growth in the near future?  There is nothing to make him think markets in the western world will drop any time soon.  Where is the money going to go?

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Yes View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

He would just as soon use a GIC instead of an income ETF because a GIC won’t drop if interest rates go up.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Broad Index REIT ETF.  XRE-T is the largest and best known in Canada.  ZRE-T is equal weight and might a better strategy.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Passive Index ETFs.  Have been around for a while and do a very good job of matching the markets.  VCE-T and VCN-T are examples and he prefers VCN-T.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-27 $0.020

Moving stocks into the TFSA.  If it is a losing stock, you have to wait 30 days before buying it back but there is no problem if it is a winning stock.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE _N/A View
COMMENT ALA-T Altagas Ltd Market Call (BNN TV) 2015-05-27 $39.870

Loves this one. Did a deal with Painted Pony (PPY-T) that was brilliant. It gives them leverage to the LNG story on both sides of the border. They are in the power plant extraction and the processing business, all the right ones. They don’t care about the actual commodity itself. They are the conduit from the wellhead to the market. Very secure dividend of 4.82%.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
SPECULATIVE BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2015-05-27 $2.150

The deal they did with the Chinese group has now been concluded and the cash is in the bank. They have access to $1 billion of funding. The question now is what do they do next. Thinks it is a pretty good speculative buy currently.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
COMMENT BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2015-05-27 $3.510

A gas plant needed to get constructed at their Alder Flats area. This is a bottleneck issue that appears to be close to being resolved. That will probably be a good signal to the market. They have been busy with a variety of joint ventures, and he thinks the joint venture funding is a unique source off balance sheets, none dilutive to the shareholder base, and is a good thing. If they can convince the market that the balance sheet risk is going away, it will probably get a response.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
HOLD BXO-T Boulder Energy Ltd Market Call (BNN TV) 2015-05-27 $10.000

(Formerly DeeThree Exploration which spun out Granite Oil (GXO-T) and this company.) He applauds the deal, but if you add the sum of the parts it may not equal what was there before. Thinks the deal probably make sense. This is the Brazeau assets. There is tons of running room up there, but it is really an organic growth story.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
COMMENT CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2015-05-27 $14.860

This company has done an absolutely outstanding job of executing on their Cardium drilling play. The dividend is absolutely secure. One of the lowest payout ratios of any of the dividend paying enterprises that he has looked at, and tons of room on their asset base. 5.7% dividend yield.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
TOP PICK COW-T iShares Global Agriculture ETF Market Call Tonight (BNN TV) 2015-05-27 $34.350

We are always going to have to have food.  We have to grow more food in the next 40 years than we have grown in the last 10,000 years just to feed the global population.  Climate change says that some of the best farmland is going to fry some of our food.  It is a supply and demand story.  It is global.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-05-27 $28.190

The behaviour in the market today would suggest that the financing they did didn’t go as smoothly as what they had hoped. Just acquired Legacy (LEG-T), which was a name that he liked once. As time marched on, their balance sheet just overcame all the upside. Crescent Point is getting some outstanding assets. This is one of the best Saskatchewan operators, but he prefers others.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
PAST TOP PICK CQE-T Cequence Energy Ltd. Market Call (BNN TV) 2015-05-27 $0.840

(A Top Pick July 16/14. Down 64.82%.) He liked everything they had going, but as redemptions rolled in, he had to make a decision as to what to remove and what to keep. Just announced a transaction that makes a lot of sense. Have consolidated their interest in the Simonet field and have sold part of the facilities. That will allow them to carry out some CapX. This is a name that he will look at again.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
COMMENT CR-T Crew Energy Inc. Market Call (BNN TV) 2015-05-27 $5.640

One of those companies that transformed into a serious Montney player and have done a pretty good job. One of the best Montney players out there, but he thinks the market has been a little bit harsh on this one. The area they operate in is big play/big cost one.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
HOLD GXO-T Granite Oil Corp Market Call (BNN TV) 2015-05-27 $5.980

(Formerly DeeThree Exploration which spun out this company and Boulder Energy (BXO-T).) He applauds the deal, but if you add the sum of the parts it may not equal what was there before. Thinks the deal probably makes sense. These are the Alberta Bakken assets. Very little capital required to hold production flat, and low declines. There is lots of running room in this play. A dividend has been implemented, which he feels is very secure.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
BUY KEL-T Kelt Exploration Market Call (BNN TV) 2015-05-27 $8.970

Absolute brilliant execution on the operating front, but this is a tight market. The team demonstrated their abilities in the past. You can take comfort in the quality of management in this organization.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
HOLD MVN-X Madalena Ventures Market Call (BNN TV) 2015-05-27 $0.415

Has owned this because of their Argentinian play. Thinks the bottom line for Argentina is that they need to have the elections in the fall happen. You just have to be patient with the story.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
COMMENT PMT-T Perpetual Energy Market Call (BNN TV) 2015-05-27 $0.940

This was a gas story at one point, but the leverage is excessive. If he wants to be in the gas business, he wouldn’t be going to this one.

Bill Bonner CANADIAN ENERGY UNKNOWN Unknown View
TOP PICK PPY-T Painted Pony Petroleum Market Call (BNN TV) 2015-05-27 $8.210

(A Top Pick July 16/14. Down 35.05%.) Altagas (ALA-T) made an investment in the Company, which gave them access to a gas plant that will be built in 2016. This will take their production from 16,000 BOE to 40,000 BOE in the next 18 months to 2 years. That is a huge lift. With Altagas, they don’t need the LNG play to move their gas to market. They make about a 15% return at $2.40 of MCF.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
PAST TOP PICK PRW-T Petrowest Corp Market Call (BNN TV) 2015-05-27 $0.320

(A Top Pick July 16/14. Down 76.5%.) The LNG story was unfolding and the Site C dam, a big project in BC, was in the cards. He had really felt this company would be one of the benefactors of all that activity. Both of these things still apply.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
COMMENT PWT-T Penn West Petroleum Market Call (BNN TV) 2015-05-27 $2.430

Their leverage is far too high. The market is being absolutely merciless with corporations where the balance sheet doesn’t look strong or pristine. Thinks this is going to be pretty dead money for a while.

Bill Bonner CANADIAN ENERGY UNKNOWN Unknown View
TOP PICK RE-T Rock Energy Inc. Market Call (BNN TV) 2015-05-27 $3.510

Have done a really good job in their Saskatchewan oil assets. One of the neat things that happened at their Mantario project is an enhanced recovery program with a polymer flood. The royalty rate drop from 25% to 1% which gave an instant boost to cash flow. There breakeven point is $25 oil, so there is lots of running room there. At this price it is a screaming buy.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
COMMENT RMP-T RMP Energy Market Call (BNN TV) 2015-05-27 $2.990

Things have gone very well with the Ante Creek and the plant expansion they did there. Thinks the market is a little tired of the story, which really surprises him. Expects a little bit of “show me” has to happen. There are other places he would rather be.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
COMMENT SGY-T Surge Energy Inc Market Call (BNN TV) 2015-05-27 $4.110

This is a name that he has loved in the past. He still has a warm feeling towards it, but they got their balance sheet a little too stretched. The story on this company will revert to their Western Saskatchewan Shaunavon play, and he thinks the market is going to have to have proof that that play is going to work. There might be better places to go with less risk.

Bill Bonner CANADIAN ENERGY UNKNOWN Unknown View
BUY on WEAKNESS SPE-T Spartan Energy Corp Market Call (BNN TV) 2015-05-27 $3.230

Great Saskatchewan asset base. Lots of running room with 600-700 drillable locations. Likes the company and has great confidence in management’s ability to exploit the Frobisher/Alida play. They are at all the right addresses for an oil company. He would probably buy more on weakness.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
COMMENT TBE-T Twin Butte Energy Market Call (BNN TV) 2015-05-27 $0.780

Did a great job of adding some lighter oil into their product mix. However, as time went on, the market lost confidence in execution. The sustainability of the dividend yield of over 15% is a concern, which he thinks is valid. There are less risky positions to take.

Bill Bonner CANADIAN ENERGY UNKNOWN No View
TOP PICK TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2015-05-27 $9.490

Just acquired Surge Energy’s (SGY-T) south east Saskatchewan oil assets, which gives them a massive toe hold in that region. There is lots of confidence in their ability to exploit those assets. Great dividend which is absolutely secure. Impeccable balance sheet. They have a great play in Alberta, (Monarch) which is a huge resource play that could over time bring thousands of barrels of production to them.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
COMMENT TOO-X Toro Oil & Gas Ltd Market Call (BNN TV) 2015-05-27 $0.710

Still loves this. Just announced a financing arrangement whereby they have sold the royalty on future production from their Hamilton/Viking play. The game is absolutely still on. They have no bank debt and have a swatch of cash in the bank. Have a 2nd half drilling program that they will execute on.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
COMMENT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2015-05-27 $38.290

One of the best run companies in the oil/gas space. It is mainly gassy. Production this year will be almost 50% higher than it was in 2014. There is a lot of growth ahead of it. Also, one of the lowest cost producers out there. The business plan is to grow it so large that a huge company would want to acquire it.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
TOP PICK VEE-T Vanguard MSCI Emerg. Mkt. ETF Market Call Tonight (BNN TV) 2015-05-27 $32.550

You should have 20% exposure to emerging markets. 

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Yes View
DON'T BUY VSC-T Vang.Cdn Short-Term Corp. Bond Market Call Tonight (BNN TV) 2015-05-27 $25.120

Short duration corporate bonds.  He would not be buying a bond product right now.  He prefers principal protected notes.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
COMMENT WCP-T Whitecap Resources Market Call (BNN TV) 2015-05-27 $13.710

This remains one of his more secure dividend paying models. Have done an absolutely brilliant job on the acquisition front. Payout ratio remains very low amongst its peers. They are keeping their costs under control. He likes to add on weakness whenever he can. 5.4% dividend yield.

Bill Bonner CANADIAN ENERGY UNKNOWN Yes View
BUY XEH-T iShares MSCI Europe IMI Index ETF (CAD-Hedged) Market Call Tonight (BNN TV) 2015-05-27 $23.400

It is an IMI index, which he likes.  It has large, mid and small cap names.  It is a great way to increase your expected return.  He uses similar funds.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE No View
DON'T BUY XFN-T iUnits S&P Financial Market Call Tonight (BNN TV) 2015-05-27 $31.480

His concern is with the sector.  Financial services make up a ridiculous amount of the TSX.  The product is excellent and does what it is supposed to do, but he would not buy it because financials make up so much of the index.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
PAST TOP PICK XIC-T iShares S&P/TSX Capped Comp. ETF Market Call Tonight (BNN TV) 2015-05-27 $24.005

(Top Pick May 1/14, Up 6.23%) Has a lot of mid and small cap names.  It should do better than XIU-T but he would expect the volatility to be higher.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Yes View
PAST TOP PICK XIN-T iShares MSCI EAFE (CAD-Hedged) ETF Market Call Tonight (BNN TV) 2015-05-27 $25.860

(Top Pick May 1/14, Up 20.85%) People are reluctant to go in because of Greece and so on, but it has done quite well.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Yes View
PAST TOP PICK XSP-T iShares S&P 500 (CAD-Hedged) ETF Market Call Tonight (BNN TV) 2015-05-27 $24.630

(Top Pick May 1/14, Up 15.25%) It is hedged.  He is indifferent right now about hedging but it was beneficial until now.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Yes View
TOP PICK XT-N iShares Exponential Technologies ETF Market Call Tonight (BNN TV) 2015-05-27 $26.447

It is positive disruption such as nano-technology.  It is a new product that just started trading.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE No View
BUY ZDV-T BMO Canadian Dividend ETF Market Call Tonight (BNN TV) 2015-05-27 $17.200

These are Canadian companies that are paying the dividend.  You get preferential tax treatment.  The companies won’t grow that quickly, but could drop quickly.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
BUY ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF Market Call Tonight (BNN TV) 2015-05-27 $21.460

Banks in the US are not a massive part of the economy.  Equal weighted is not a bad way to manage the risk.  It is not a bad place to be.  People like the story of US banks and think it has a couple of years to go.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
COMMENT ZWU-T BMO Covered Call Utilities ETF Market Call Tonight (BNN TV) 2015-05-27 $15.110

Caller was at 10%.  He feels this is okay for an ETF and so the caller should not add to or reduce his position.

John DeGoey PERSONAL FINANCE & ETFs DEFENSIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-26 $0.020

Markets. If you presume that zero percent interest rates are going to continue, you could say valuations are fair, but on the high-end of fair. If there is a rise in interest rates or some kind of recession or demand downturn, then valuations are very stretched. Historically, looking at the Schiller Cyclically Adjusted PE, we are really at the highest level, with only the 2000 tech bubble peak being higher. We are at very high margins and we have very high valuations. He is cautious, but has been so for a long time. The counterbalance is that central banks have been so aggressive going back to 2001-2002. As long as money printing is the flavour of the day for central banking, it is tough to be too negative on risk assets.

James Hodgins SMALL & MID-CAP CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-26 $0.020

Canadian Banks. Doesn’t trade banks, but he has to have an opinion on the financial sector in order to position his portfolio. Canadian banks are probably okay in the next 6 months. However, the Canadian economy, particularly the consumer economy, is highly levered and addicted to very low interest rates. If interest rates rose 2%, think about what would happen to the average homeowner. The same with lines of credit and all the other types of loans that are out in the economy. If there is ever a sense that the Bank of Canada is going to start raising interest rates, there is going to be a shock to our economy, particularly to the financial side.

James Hodgins SMALL & MID-CAP CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-26 $0.020

Markets. We are long overdue for a correction, especially in the US market. What he calls “free money” has really propelled markets higher than they should be. Interest rates are very low in North America, and in Europe some of them are even negative. Investors have been looking for places where they can actually earn something on their money, and have been looking at stocks, mostly dividend paying stocks. In the short term, that has pushed things beyond where they should be. He is hoping for a nice 10% correction where he has some cash that he can put to use. It is healthy to have corrections along the way. He thinks oil is going to go down again and the US$ will pick up, so that the Cdn$ and other currencies will go down again. He is still seeing attractive opportunities in Europe and Asia. Also, Australia is a market where he can invest without having currency risks. He is carrying about 10%-15% in cash.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT AA-N Alcoa Market Call Tonight (BNN TV) 2015-05-26 $12.760

If he had to own a commodity, aluminum might be one that he might want to look at. The problem with this company is that aluminum is the one commodity that they actually make and export out of China. He wouldn’t have too much money in commodities at all right now.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-05-26 $41.700

Has a small Short position in this. Have a lot of Western Canadian exposure, which is likely going to pressure their sales. Expectations for a rebound are probably overstated on the street. Thinks analysts estimate earnings are going to come down, which will keep the stock under pressure.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
DON'T BUY AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2015-05-26 $7.010

Money management, overall, is a growth business, but not so much for this company. They have had terrible performance. They’ve lost assets and money managers. This is a nepotism company.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-05-26 $28.940

This went from being a dividend play, to being a value play, to being a growth stock, to being a momentum stock. Once the wind was taken out of the momentum stock, he started to become more interested again. It has come down a lot because about half of its revenue and earnings comes from the energy area. They have been successful in 2 things. 1) Moving their trucks away from energy towards utility and other areas and 2) growing their presence in the US. Earnings from the US are starting to come through. Dividend yield of 1.24%.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-05-26 $64.210

This is his only Canadian bank. It is the cheapest of the Canadian banks, with the second-highest yield of 4.24%. Investors don’t like the fact that it has a lot of operations in Latin America and in Asia, whereas he loves that. That is going to be where the growth is. He doesn’t want a bank that has a lot of Canadian exposure because of headwinds on weak energy prices.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-05-26 $144.740

(A Top Pick June 23/14. Up 41.61%.) A Canadian-based multinational consumer products company in the packaging business. The biggest label manufacturer globally, but is also in the aluminum can, plastic laminate tube business. Its customers are the premier consumer product companies. Based in Canada and reports in Canadian dollars, but most of its revenues are in US dollars and Euros. Made some very good acquisitions and thinks it is set for another major acquisition. The dividend is growing every year, and sometimes twice a year. He sees this as a $200 stock going forward.

$200 Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2015-05-26 $18.760

He holds a small position. Thinks uranium has likely bottomed. Japan is slowly likely to come back online. Sentiment around the sector is improving. Thinks this is fine here. If he is right, and the sentiment improves in the sector, this could be a decent investment in the next 6-12 months.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
COMMENT CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2015-05-26 $216.030

It looks like in the near term the rails are going through a rough period. Canadian rails have benefited greatly from carrying oil to the US. As the price of oil has come down, there hasn’t been as much shipped. This is a short-term thing and the rails are probably underperforming in the near term. In the long term, he still likes them. Prefers Canadian National (CNR-T), but this is a fine company.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-05-26 $29.820

This is a serial acquirer and issuer of shares. This works great for investment bankers, but not as great for shareholders over time. They have had a tendency of buying in areas that are contiguous where they already have operations. He liked them when they were not buying and issuing shares. Recently sold his holdings.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT DCI-T DirectCash Payments Inc Market Call (BNN TV) 2015-05-26 $16.260

Has a Short position, basically because their fundamental business, non-bank ATMs, is in decline. There is a lot of competition and people are using other payment methods. Expects the decline, at some point, is going to accelerate. When that happens, the 8.8% dividend will be unsustainable.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
COMMENT DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-05-26 $109.440

This will be a major beneficiary of increased consumer spending when it comes. They have some blockbuster movies coming which will probably do well. A negative for them is the strength of the US$, which will hurt it for foreign visitors. As far as Canadians buying US shares, it is difficult because the dollar is down at around $.80. The dollar looks vulnerable here, so it could be a plus to own this.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2015-05-26 $60.520

The political environment towards pipelines has not being good. This is an interest rate play, and as investors expect interest rates to go up, this will not be a good area going forward.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK EQI-T Equity Financial Holdings Market Call (BNN TV) 2015-05-26 $9.060

(A Top Pick June 20/14. Down 9.95%.) The story has not changed. They hired a new CEO and have spent the last year rebuilding the talent base in terms of mortgage originations within the company. Trades below its Book Value, only because the mortgage book shrank over the past year because no one was selling mortgages. They have now re-staffed, so you are going to start to see the mortgage book grow again, which he expects to happen this quarter. When that happens, and the market sees that turn, it is going to start pricing in looking forward. Could see a double in 2-3 years with very little risk.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
BUY FFH-T Fairfax Financial Market Call (BNN TV) 2015-05-26 $617.500

The one thing you know you are getting with this company is a pretty sharp financial operator running the show. You are also effectively buying downside protection on the economy. He understands they have $10 billion in Puts on the CPI, so they are betting on a low or negative inflation.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
COMMENT FLR-N Fluor Corp. Market Call Tonight (BNN TV) 2015-05-26 $56.630

World’s largest construction/engineering company. The whole group has been under pressure and has not been doing too well. Within that group, he far prefers SNC Lavalin (SNC-T) because it has been hurt, not only by the global slowdown, but by the scandals which are now moving behind them, and he sees lots of good growth for them. He would look at SNC as one that has lagged and will outperform. Getting a lot of good contracts.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-05-26 $37.360

His preferred utility has been Emera (EMA-T). Fortis used to be called Canada’s growth utility, which they have now ceded to Emera. There is nothing wrong with Fortis, but there is nothing exciting there. He feels both of them are a bit stretched. Both have been beneficiaries of the quest for yield. If interest rates go up it will tend to hurt utilities.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY GLW-N Corning Inc Market Call Tonight (BNN TV) 2015-05-26 $21.210

Sold his position in the last few weeks. In the near to medium term it has probably seen its best.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT GT-Q Goodyear Tire Market Call Tonight (BNN TV) 2015-05-26 $31.990

This has a low P/E ratio because it is a cyclical stock. It has benefited from the price of oil. Its biggest raw material in making tires is oil. Also, you use tires to drive and as the price of gasoline goes down, miles driven goes up so the replacement of tires goes up. This will probably continue to do well.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK GXI-T GuestLogix Market Call (BNN TV) 2015-05-26 $0.790

(A Top Pick June 20/14. Down 37.8%.) Over promised and under delivered. Had reported they had doubled their backlog, and he felt that as they delivered on that backlog, the stock would go up with that. Some of those contracts disappeared and the rest had not been nearly as profitable as some of their prior contracts. Some activists have now evolved to try and fix that. When he sees one of his positions miss their high expectations, that’s when he exits.

James Hodgins SMALL & MID-CAP CAUTIOUS No View
TOP PICK IGG-T Innova Gaming Group Market Call (BNN TV) 2015-05-26 $3.960

There is no coverage on the street as yet. Once that happens and it gets more publicity, it will go higher as it gets better known. They make video lottery terminals that the OLG and Lotto Quebec are putting in bingo halls. Also, have 4 states that are trying them out. They provide a slot machine like experience. They get really good traction and share the revenue effectively with the OLG. It is a recurring revenue model. He has them trading on a forward basis at 4.5X EBITDA, which he thinks is way too cheap. OLG is planning on expanding this pretty quickly throughout Ontario, and maybe even trying it in bars as well.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
DON'T BUY KLS-T Kelso Technologies Inc Market Call (BNN TV) 2015-05-26 $4.340

This was a hot stock in the crude by rail sector. That bubble is now over. However, this company has technology that increases the safety. He thinks that adoption will continue, but at a slower pace.

James Hodgins SMALL & MID-CAP CAUTIOUS Unknown View
PAST TOP PICK KNEBV-OMX Kone Oyj Market Call Tonight (BNN TV) 2015-05-26 $0.000

(A Top Pick June 23/14. Up 27.84%.) Elevators and escalators basically have 2 businesses. One is new installations and the other is service. For new installations this probably has the biggest exposure of all the elevator/escalator companies to China. Growth in China has started to cool down some. In North America and Europe, it has big exposure to service contracts. This is probably going to get a bit of cooling right now.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-05-26 $22.720

Likes the lifecos better than the banks in Canada, but this is not one of the ones he is recommending. Prefers Sun Life (SLF-T) and Great West Life (GWO-T). This company is not bad, but just not as good as the others. Back in 2007-2009, they were over leveraged to stocks and bonds, and now they have under leveraged themselves, at a time when you might want to be more leveraged.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY MRE-T Martinrea Market Call (BNN TV) 2015-05-26 $13.730

Have recovered from their problems of a couple of years ago. Auto sales have been incredibly strong both in North America and globally. This is a fine enough company, but feels we have reached a peak in auto sales. You are starting to see this in the inventory numbers of the manufacturers. He would stay away from the whole sector.

James Hodgins SMALL & MID-CAP CAUTIOUS Unknown View
HOLD MSI-T Morneau Shepell Inc Market Call Tonight (BNN TV) 2015-05-26 $17.780

This has been a surprisingly great stock for him. They are in the pension benefits HR outsourcing business and it has done quite well. He doesn’t see the dividend growing much. They have been moving into the US, and growth has been coming out of the US markets. 4.4% dividend yield.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT MSL-T Merus Labs International Market Call (BNN TV) 2015-05-26 $2.900

Still likes this and thinks there is a lot of upside to come. However, there is some risk in the near to medium term. They, along with everybody else, who manufactures and sells drugs in Germany, are subject to a price cap review, and there is likely going to be a cap put on the price of their key drug Enablex. They are diversifying away from this, but there is some near-term risk to the stock. In a 2-3 year timeframe, he thinks you are going to see 2 to 3 times on the stock. Definitely a buy for the long-term, but pick your spots. Loves the new CEO.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
HOLD OTC-T Open Text Market Call (BNN TV) 2015-05-26 $53.150

This pulled back on its earnings. They are trying to go more towards Cloud, but there is a lot of competition there and they are kind of a stock with more legacy software systems. While having poor earnings in the short term, they generate a tremendous amount of cash flow from their legacy products. It has been an acquisition machine historically, and have proven to be pretty good operators. If you are looking for a longer-term Hold, this is fine.

James Hodgins SMALL & MID-CAP CAUTIOUS No View
COMMENT PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-05-26 $1.560

Raised quite a bit of capital and have been highly acquisitive. Have also been pretty successful in driving organic sales growth by cross-selling their products. Effectively they buy home medical products that have big patient lists, which they can then go and cross sell to the other products. They just keep acquiring and doing this. Trading at something like 3 to 4 times forward-looking EBITDA. There are good things happening with this company.

James Hodgins SMALL & MID-CAP CAUTIOUS Unknown View
PAST TOP PICK PLL-N Pall Corp. Market Call Tonight (BNN TV) 2015-05-26 $124.810

(A Top Pick June 23/14. Up 46.34%.) Being acquired. He will tender the stock when the takeover is done.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT RIO-N Rio Tinto Market Call Tonight (BNN TV) 2015-05-26 $44.300

Doesn’t think this is a good time to have a lot of money in commodities. Part of the problem with this company is that it is in the iron ore business and the companies are all fighting for market share regardless of profits. He doesn’t like that type of business.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK SCR-X TheScore Inc. Market Call (BNN TV) 2015-05-26 $0.660

(A Top Pick June 20/14. Up 94.29%.) Still likes this. Growth has been better than he had expected. Some of the things they are doing, like getting into daily fantasy sports and Esports, is going to continue to grow sales. They have quite a war chest of cash now, and wouldn’t be surprised to see them make an acquisition. At some point he could see them launching in Europe, which would be pretty interesting. They have a very valuable user base.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
COMMENT SEV-X Spectra7 Microsystems Inc Market Call (BNN TV) 2015-05-26 $0.590

Interesting and thinks there is a window here for some nice momentum. Have wired tethers that run high-speed data over short distances, and he believes designed into the Oculus Rift headset, the Facebook virtual reality game. Ultimately he thinks those headsets will go wireless. Thinks there could be a nice ramp up on this over the next year.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
TOP PICK SGSN-VX SGS SA Market Call Tonight (BNN TV) 2015-05-26 $0.010

Trades on the Zürich stock exchange as well as the pink sheets in the US. The biggest in the test, measurement and verification business globally. When companies produce products, commodities, etc. their laboratories make sure that what they are selling is what they said they are selling. Hasn’t been a good performer in the last little while, which caught his attention. Replaced the CEO in the 1st quarter of this year and he thinks the new CEO is going to help their Chinese business. He is also a cost cutter. The dividend grows on a regular basis.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD SVC-T Sandvine Corp. Market Call (BNN TV) 2015-05-26 $4.190

He likes this and thinks it is pretty interesting here. It has been kind of flat-lining here recently because of the FCC decision on Net Neutrality which was against what this company’s product tries to achieve for carriers, i.e. to differentiate the packets and allow for different speeds and different access for different data streams. They also have a wireless side which is growing fast. Have an upgrade cycle going on right now that is pretty positive. Would look to buy on a pullback, or if the fundamentals materially improve.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
HOLD SY-X Symbility Solutions Market Call (BNN TV) 2015-05-26 $0.320

On his watch list. They do technology solutions for property/casualty insurers. Lost their largest customer over a year ago, but since then have done a lot of smaller sales, mostly out of Europe. Recently acquired their European distributors so are effectively cutting out the middleman. That should help with margins. In all of the due diligence he has done, it indicates they have the best technology in their space.

James Hodgins SMALL & MID-CAP CAUTIOUS No View
COMMENT T-T Telus Corp Market Call Tonight (BNN TV) 2015-05-26 $42.350

Has liked the telecom area. His chosen company has been Bell Canada (BCE-T). This company has also been an excellent one. However, it does have a bigger exposure out west, especially in Alberta. The whole group will suffer when interest rates go up.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT TBE-T Twin Butte Energy Market Call (BNN TV) 2015-05-26 $0.810

At current energy prices, this company is not all that economic. However, they have about half of this year’s production hedged out at $85 oil. It is not going to go to zero any time soon, but at the end of the day they are going to need energy prices to rebound by next year. Yield of 14.8%, which tells you something.

James Hodgins SMALL & MID-CAP CAUTIOUS No View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2015-05-26 $14.740

This is the only mining stock that he owns. This is more in metallurgical coal, zinc and copper. Most of its mines are in friendly environments. It prudently cut its dividend recently, rather than borrowing. It will come back when profitability comes back.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY TCN-T Tricon Capital Group Market Call (BNN TV) 2015-05-26 $10.780

Likes this quite a bit. Pulled back most recently because of the rebound in the Cdn$ relative to the US$ over the last week or so. That seems to be reversing again. They own rental properties in the US, particularly in the South. Have been very good operators. Continue to add to your holdings as they have delivered some nice returns and he doesn’t think interest rates are going to go up anytime soon, so the housing market in the US should be stable. Also, feels the company will continue to benefit from the trend in the Cdn$.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
DON'T BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2015-05-26 $55.690

His view on Canadian banks is that there are better places to be. Generally he is underweight Canadian banks. Canadian lifecos are a better place to be. Also, banks outside of Canada are a better place to be. He doesn’t like the headwinds or the high debt position of Canadians. (See Top Picks.)

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK TGO-T TeraGo Inc. Market Call (BNN TV) 2015-05-26 $6.200

Acquired Rackforce Networks recently and there is also new management. They are changing their direction from just offering data access to companies, to also doing web hosting and cloud services. Have hosting centres right across Canada now. The only independent company to have that. You are going to see good organic growth with this company, filling up those Rackforce data centres. When they do that, you could easily see the company going for sale, and it could be a double.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
DON'T BUY TRX-X Tribute Pharmaceuticals Canada Inc Market Call (BNN TV) 2015-05-26 $1.290

Quite expensive at about 13X EBITDA. He would much prefer Merus (MSL-T) than this.

James Hodgins SMALL & MID-CAP CAUTIOUS No View
DON'T BUY UNP-N Union Pacific Corp Market Call Tonight (BNN TV) 2015-05-26 $102.900

US rails have oil that they have been carrying, but they also have coal, and the demand for coal has been going through the floor, so the volumes they were carrying are not there.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT V-N Visa Inc. Market Call Tonight (BNN TV) 2015-05-26 $68.540

This is very tied into consumer spending, and the stock is a little expensive based on the fact that consumer spending, especially in the US, hasn’t been as robust as people had hoped. Americans have been holding onto their money and doing the prudent thing of paying down debt. It doesn’t help this company when the consumer is not spending. Long-term it is a great stock to own, but in the near term is probably due for a correction.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT VGO-X Vogogo Inc. Market Call (BNN TV) 2015-05-26 $2.680

Sold most of his position. They are trying to become a conduit between the customer, bitcoin processor and banks, and provide Bitcoin processors with the compliance and regulatory systems that they need so that banks will actually transact with them. There is a market for that, but he thinks the stock is a little ahead of itself.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
HOLD WIN-T Wi-Lan Inc. Market Call (BNN TV) 2015-05-26 $2.470

Had been Short on this for quite a period of time, but thinks it is time to be covering. If this company were to sell off all of their patents, the stock would be much higher than where it is currently trading at. He is looking at this from the Buy side, but it is definitely a Hold.

James Hodgins SMALL & MID-CAP CAUTIOUS Yes View
COMMENT WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2015-05-26 $26.110

Doesn’t own airlines and probably never will. These are trades with probably 6 month outlooks. This company benefits as fuel prices go down and travel goes up. On the negative side, they have been adding capacity, which is something you never want to hear in the airline business. When capacity is tight, airlines print money. When they start adding capacity, not so much.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
SELL XAU-X BitGold Inc Market Call (BNN TV) 2015-05-26 $4.790

There are only 2 publicly traded entities that he knows of that are plays on bitcoins. With this, you are buying exposure to gold through bitcoins. He is not quite sure that the regulatory authorities are going to continue to allow this to expand. Highly speculative at these levels.

James Hodgins SMALL & MID-CAP CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-05-25 $0.020

Agriculture and Infrastructure ETFs – Are they truly global?  Every sector is going to have its day.  Then you have periods where they underperform.  If you want to buy the world then buy VT-N and Agriculture and infrastructure are included.  You can go into a sector specific ETF (e.g. MOO-N and COW-T (77% US exposure)) if you think a sector is going to do better.  These particular sectors will get decimated when bond stocks compete with dividends.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-05-25 $0.020

Markets.  Greece.  Will they make their IMF payment?  It is going down to the short strings in terms of negotiations.  He feels the whole world is prepared for a deal NOT to get done.  It will be disruptive for a while, however. Other countries might consider leaving the Euro. The UK is lining up for 2017 for a referendum on leaving it.  He believes the Economic union is not working. The Euro might start to get stronger as countries leave it. There are questions about where the US will land in terms of their growth.  The number of experts that don’t know what to do is as high as it has ever been.  He thinks we will have low interest rates for years and years.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-05-25 $0.020

Educational Segment.  The US$.  The trend line on a chart of US vs. Canadian $ from 1967 suggests it is not over.  The catalysts for this will likely last a long time.  The US dollar was almost this low compared to the Canadian $ in 2008, but what is the catalyst to make the situation worse?  He doesn’t see one.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-25 $0.020

Markets.  He is focused on the attributes a stock has.  He looks at momentum and valuation.  If you looked at the 6 month returns of all stocks and ranked them, then every month made sure you held the top 25 of them you would outperform the market.  On top of this he looks at valuation.  If you ranked the best valuation stocks and bought those you would outperform the index.  Try to bias yourself to the best combination of attributes.  The deflation trade is unwinding and perhaps we are just moving into an inflation trade.  March/April was when this started to shift.  Investors should start to shift more into the cyclical part of the market. 

Jason Mann NORTH AMERICAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-25 $0.020

Economy. Doesn’t think Central bankers have the nerve to do what needs to be done. They have inflated the value of financial assets and over applied the medicine they needed to apply after the financial crisis. We were in a dire situation and the only way to get out was to drive interest rates lower and try to raise the global economy. They left that in place too long and left themselves with no out if there is a problem down the road. More importantly, they have engendered the wrong type of behaviour by inflating financial assets. Companies, instead of spending money on expanding clients, hiring people and growing, are taking that same money and buying back their own stock. That doesn’t create a value and doesn’t create any growth. In a lot of cases, they’re using low interest rates to borrow additional funds, and using that to buy back their own stock. This is also punishing savers. People are going to be forced further out on the risk curve into the riskier assets in order to get a normal rate of return. This is creating a bubble in financial assets. They got the economy going in 2009-2010, but now China is decelerating back because they overspent, Europe is the sort of new golden child, and even at that they have 1%-1.5% growth, which is the best they can do. You also have the US slowing down because of the stronger dollar. They need to be raising rates in order to normalize the process.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS _N/A View
DON'T BUY ABX-T Barrick Gold Market Call Tonight (BNN TV) 2015-05-25 $15.120

He likes the gold sector in general as he thinks the US$ eventually comes off. However, he would not put this company anywhere near the top of his list. They are still paying for their overexpansion of the past decade or so. Having to sell production right now and get the debt down is going to hamper their growth going forward. He would rather buy midsize Canadian producers that are showing production growth, have a clean balance sheet and might get taken out. This company’s balance sheet is still a mess; their production profile is not that good and they still have to sell assets.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2015-05-25 $132.800

(A Top Pick June 2/14. Up 39.72%.) Thinks the fertilizer sector over the next couple of quarters is facing a few more headwinds. This is fairly valued now, so he no longer owns it.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2015-05-25 $9.760

Short.  All the utilities are falling into this bucket of being expensive.  Utility stocks are going to be under pressure.  They are expensive and carry a lot of debt. 

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
HOLD ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2015-05-25 $47.010

It is one of his top holdings.  It has represented the best combination of all attributes until very recently.  It is trading a little rich these days, but they have beaten earnings consistently until very recently.  His concern is that these staple and consumer stocks have had a good run because of funds flowing into the sector and rotating away from energy.  So valuations are starting to get a little stretched.  Price momentum has started to shift and we are seeing a little bit of weakening.  It is a very well run company and can grow through acquisition and do so outside of Canada. 

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
COMMENT AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2015-05-25 $18.050

Bought some after the last earnings report, where they missed. Looks like sales are coming through, but they are putting costs in place, which they have to do to get their marketing up. It looks like they have growth going forward. The valuations in the sector can go high. Their products are top of the line and still growing. The lower Cdn$ is going to benefit them.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-05-25 $16.750

(A Top Pick June 2/14. Up 10.84%.) Big American banks look like a good place to hide or to look for value. They are going to start paying dividends again at some point. Earnings are starting to turn. At some time interest rates are going to start to rise, which will benefit the banks. Trading at a pretty good discount compared to our banks.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2015-05-25 $29.940

It was a growth darling a year ago and then missed a quarter, then the energy decline impacted it.  This one fits his trend of wanting to move back into cyclical names.  It has good valuation.  High ROEs and a 10 year track record of growth.  They are the market leader and that is a good barrier to competition.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
BUY on WEAKNESS BB-T BlackBerry Market Call Tonight (BNN TV) 2015-05-25 $12.820

He likes this longer-term and thinks it gets taken out in the next couple of years. Loves what John Chen is doing. Likes the morphing over to the software. There is a lot of value in those assets in the company. However, he has taken a little bit of money off the table in the short term as he thinks devices are really going to disappoint in the next round of device sales. He would buy back under $12.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK BDI-T Black Diamond Group Market Call (BNN TV) 2015-05-25 $15.180

Energy services.  It got hit hard in the fall.  It is not a super high margin business.  It bottomed.  It has all the metrics he looks for.  6% yield.  It is a recovering story.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
WAIT BPY.UN-T Brookfield Property Partners Berman's Call 2015-05-25 $28.630

The recent move down bounced off a 200 day moving average.  But we have to consider the trend of lower lows and lower highs in this one.  For now, the interest sensitive stocks like this one have had pullbacks.  XRE-T, the capped REIT ETF is overweight, but the BMO version is equal weight and has done better.  He is underweight REITs right now.  He would wait for the latter half of the year to buy REITs.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT CGL-T iShares Gold Bullion ETF Berman's Call 2015-05-25 $10.700

Gold.  CGL-T is a way to hold gold bullion, but hedge the Canadian dollar.  The mining sector is dirt cheap.  Below $1175 be wants to own it and will sell by $1225.  If inflation starts to kick in, then gold will shine again but you don’t play for that today.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-05-25 $110.260

This has been the greatest growth stock over the past 40-50 years. What he likes is the way they continue to change and adapt to the market that is out there. More importantly is that they take all of the content and cross sell it in the various media, whether it is television, gaming, merchandising, theme parks, etc. There is no bigger owner of content globally. Market multiple is only 20X for all of this. Dividend yield of 1.04%.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL SELL DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2015-05-25 $70.490

Still a lot of growth ahead for this company. Fantastic merchandisers. The way they are rolling out their product line and their price points, makes a lot of sense. This has done well because 1) they have delivered on earnings and 2) beaten expectations. Also, as money came out of resources, investors were looking for other areas, and there is a very narrow universe of stocks available. Feels that people are no longer going to be paying the 20, 25 multiple for companies that are growing at single digits, and this company may get caught up a little bit in that. If you own, he would consider Selling half your position, and come back to it on some weakness.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
BUY EFN-T Element Financial Market Call (BNN TV) 2015-05-25 $18.240

Have done a phenomenal job of filling a gap that the banks left in 2008.  The stock is up off a refinancing deal they did.  It scores in the top 10% for him.  He holds it strictly on a momentum basis.  There is talk they have a big acquisition lined up and that should push the stock higher.

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
HOLD FSV-T Firstservice Corp Market Call (BNN TV) 2015-05-25 $78.100

He bought on strong price momentum.  They are now splitting into two companies and recently had a tax ruling that allows them to do that as of June 1.  He needs to see some track record of the two new companies in order to judge valuation.  He would stick with this one. 

Jason Mann NORTH AMERICAN CAUTIOUS Yes View
BUY GCG.A-T Guardian Capital Group Market Call (BNN TV) 2015-05-25 $18.500

It has historically been quite undervalued.  It is a very stable stock.  PE is reasonable.  It is a bit of a sleepy stock, but ultimately could be a consolidation target or they could spin out their BMO shares and acquire something.

Jason Mann NORTH AMERICAN CAUTIOUS Unknown View
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