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
  
PAST TOP PICK 6273-JP SMC Corporation Market Call Tonight (BNN TV) 2017-03-27 $0.000

(Top Pick Nov 23/16, Up 2%) He sold it to move to a different opportunity that was timelier. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-27 $0.020

Markets.  The sentiment on the street regarding the failure to launch the repeal of the health care act is that the tax changes will also be tough.  The big interest is in the mid-term election in 2018.  If it is not attached to a budget then nothing is going to get done.  The most logical thing is for the market to sell off to where it was before the Trump election.  This morning there are dip buyers coming in.  He thinks through April we will continue to drift lower to where we were before the Trump election.  It is the physiology about how markets work. You have to test the confidence.  He did not adjust positions on Friday because he expected it to fail.  There is major execution risk with Trump policy.

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 2017-03-27 $0.020

Educational Segment.  It is the 10th year anniversary of the show.  He often gets the comment that he is always bearish.  But he thinks he is optimistic.  He looks at the risk side before the returns side of investing.  Beta is the sensitivity to the market risk.  When he is considering buying anything he thinks about the risk index.  ZEB-T graph compared to the world index looked at the weekly return and then he finds the trend.  The slope of .65 tells him the sensitivity to the world index.  At this level about 50% is related to sector risk.  He decides how much of the decision relates to the world, or to sector or to the specific stock.  XEG-T is the Canadian energy sector, compared to the world it is more sloped, meaning it is more risky.  He needs to weigh the macro factors more in this case.  SU-T has a lower correlation to the energy sector because there is less risk and that is because of their refining business.  Energy is starting to look interesting now.

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) 2017-03-27 $0.020

Markets.  We had a great big rally on anticipation of change.  The changes are going to take longer to implement than we thought.  It is time for the markets to sit back and pause a bit.  Going into first quarter earnings season, earnings and interest rates are the two drivers.  The US will continue to be the natural ‘go-to’ place.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-27 $0.020

Markets.  He is not concerned about the health care repeal not going through.  Stock markets are bullish when legislation is in gridlock.  Patience will pay off with other Trump initiatives.  There is literally no volatility in the market.  Investing in this climate for him is no different than any other climate.  A company that is a good investment should not require any particular macro outcome, although it is important to know what could break the investment hypothesis.  He picks stocks bottom up, but worries top down.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-27 $0.020

Why don’t oil producing countries cut production to get the price of oil up?  Most OPEC countries over produce to try to reach their budgets.  OPEC is not in a position to rebalance the market.  There is a lot of production inshore and off shore in the US (the Gulf).  There are a significant number of projects that are ramping up. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-27 $0.020

Housing prices.  Historically to break housing prices, you need a spike in unemployment.  He does not know when this will happen.  There is only a small chance of recession in the US.  CMHC has published concerns about the housing market. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE _N/A View
HOLD AD-T Alaris Royalty Market Call (BNN TV) 2017-03-27 $22.260

The main issue is that they have some portfolio problems.  3 or 4 of their investments are underperforming.  The company is working on it.  The dividend was cut in 2009 so it is not completely safe.  You could see one of the investments being written off, or you could see them make new royalty investments to dilute the bad companies.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
COMMENT ALA-T Altagas Ltd Berman's Call 2017-03-27 $30.980

6.8% is a pretty high yield.  If the outlook for Nat Gas is going to be suppressed for the next couple of years then the dividend is at risk.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2017-03-27 $30.980

The deal has not closed yet, but the company has indicted the deal is accretive to cash flow.  It is not a dividend he is particularly concerned about.  It is a solid company with a solid history and dividend.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
WEAK BUY AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-03-27 $846.820

The valuation is a bit rich.  He looks at it every time it pulls back.  The most interesting part of the story is the disruption they are creating.  They have huge runway and huge advantages.  Home renovation is a space that is relatively safe from AMZN-Q.  He prefers to play AMZN-Q through the suppliers of equipment for warehouses.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
WEAK BUY ARE-T Aecon Group Inc Market Call (BNN TV) 2017-03-27 $17.090

Last quarter was pretty decent with the dividend being bumped 10%.  It comes and goes with some of the contracts they have won.  The stock is cheap.  He prefers others in the sector.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-03-27 $59.570

(Top Pick May 6/16, Up 10%) They are still digesting their most recent acquisition.  It is a slow and steady on this one.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Yes View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-03-27 $23.030

It is a very good company.  They have free deposits upon which they pay no interest.  They don’t have to pay a penny more on these deposits if interest rates rise.  They would be a major beneficiary of tax reform.  He prefers First Republic (FRC-N) in the banking sector, but BAC-N would outperform it if interest rates rose quickly.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
PAST TOP PICK BEAN-SW Belimo Holding AG Market Call Tonight (BNN TV) 2017-03-27 $0.000

(Top Pick Nov 23/16, Up 13%) Smart building controls.  Their controls are networkable and can be programmed on the job site from a tablet or Smartphone.  Their products have a payback of 12 months for new buildings or renovations. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
TOP PICK BEAN-SW Belimo Holding AG Market Call Tonight (BNN TV) 2017-03-27 $0.000

Intelligent building controls that pay back in 12 months, primarily in actuation in ventilation systems.  They are entering the sensor business.  They control all of their technology, using their own designed chips.  They are essentially a semiconductor company.  30% operating profit margin.  He is one of the top holders of this security.  (Analysts’ target: 3500CHF).

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
SPECULATIVE BUY BTL-X BTL Group Ltd. Berman's Call 2017-03-27 $3.150

Within 20 years the world will be paperless in terms of currency.  Central banks and governments are absolutely broke.  Getting rid of the grey economy would really help.  When there is no cash in the system it eliminates all that.  This is one of the earliest types of this process.  It is an interesting concept.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-03-27 $3.190

He likes the company and is impressed with the orders.  They have been getting a lot of investor attention.  There is an execution risk in that they have to fulfill all the orders.  Management has done a very good job here.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD CBL-T Callidus Capital Corp Market Call (BNN TV) 2017-03-27 $18.320

A lot of people have been buying the stock on anticipation of privatization.  If it does not get bought there should be a sell off.  They had 17 companies interested so he doubts the deal would not go through.  He would see the company continuing to buy back stock.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2017-03-27 $10.490

It paused after a nice little run over the last year.  Earnings growth was solid.  Investors are concerned about the debt level.  It is a high quality company. Don’t expect a lot in the short term.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD CXI-T Currency Exchange Intl. Market Call (BNN TV) 2017-03-27 $21.250

Apathy is the real problem.  Most of their business comes in the summer time.  There is no real news, takeovers, dividend, etc.  The stock is quite attractive at the $20 level.  It may get a kick start in the summer.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
DON'T BUY DML-T Denison Mines Corp Market Call (BNN TV) 2017-03-27 $0.840

They have not made much money since 2003.  Don’t buy unless you are a really big uranium bull.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
DON'T BUY ESRX-Q Express Scripts Inc Market Call Tonight (BNN TV) 2017-03-27 $64.600

He stayed away from the pharmacy benefits management space.  Drug prices are extremely elevated in the US compared to Europe.  Selling prices can fall a lot.  Most popular drugs are 20-30% cheaper in Europe than in the US.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
BUY FB-Q Facebook Market Call Tonight (BNN TV) 2017-03-27 $140.320

He does not think it is expensive.  It is at a discount to companies that can’t grow, like utilities.  FB-Q still has growth opportunity.  They are well positioned.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Unknown View
COMMENT FSZ-T Fiera Sceptre Inc. Market Call (BNN TV) 2017-03-27 $13.700

It is not his favourite industry with the regulatory changes coming in terms of fee disclosure.  Margins are going to get compressed.  They have a great dividend growth record.  It is a well managed company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
WATCH GCL-T Colabor Group Inc. Market Call (BNN TV) 2017-03-27 $1.150

A distributer to restaurants.  They ran into some debt trouble and cut their dividend.  Now we are back in recovery mode.  As they pay down their debt investors will become more interested.  He is still a little skeptical and would like to see a couple more quarters.  He is concerned about a lack of revenue growth.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
BUY GSY-T goeasy Market Call (BNN TV) 2017-03-27 $28.520

In their last quarter they had a big dividend boost.  They are growing quickly but the PE is only 10-11 times.  He likes it a lot.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
DON'T BUY HHL-T Healthcare Leaders Income Fund Berman's Call 2017-03-27 $8.400

The US healthcare bill having failed Friday puts some risk into the sector.  He would be fine if it fell back to support levels, but would not step in today, otherwise it is a fine quality holding.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY HRT-T Harte Gold Corp Berman's Call 2017-03-27 $0.530

They have never had any revenue.  Nobody knows what will happen so they are speculative.  He thinks gold will have a rally up to $1350 if we go unto uncertain on the equity market.  ZJG-T is a junior gold ETF and a better way to play it.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2017-03-27 $5.270

You could nibble away at it.  He is not a real big fan of the sector as it is rolling over a bit.  He likes their dividend, balance sheet and management team. 

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
PAST TOP PICK IFCN-SW Inficon Market Call Tonight (BNN TV) 2017-03-27 $0.000

(Top Pick Nov 23/16, Up 36%) They allow quality control while you are making the chip. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
BUY ITC-T Intrinsyc Software Inc Market Call (BNN TV) 2017-03-27 $2.310

It is a big thing to a company when it gets its very first analyst coverage.  The stock is cheap.  They had a nice recovery and are sitting on a lot of cash.  Earnings and revenue are chunky here.  2017 looks to be exciting for the company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
TOP PICK KEYS-N Keysight Technologies Inc. Market Call Tonight (BNN TV) 2017-03-27 $36.520

It is the original HP, started in 1939.  All the other pieces of HP have been spun off from this.  It is the original test electronics.   You have a significant increase in defense electronics spending coming.  You have 5G wireless coming.  There is a limited list of companies you can go to as an alternative.  It is a very consolidated industry.  20% operating margin.  (Analysts’ target: $39.00).

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
DON'T BUY KUKAF-N Kuka AG. Market Call Tonight (BNN TV) 2017-03-27 $0.000

It was taken out by a Chinese company.  He would not invest in a robot manufacturer.   The barriers to entry are not that high.  The margins are higher in being the supplier.  He prefers CGNX-Q.  Half the robots in the world are welding robots because humans are not that good at it.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
PAST TOP PICK KXS-T Kinaxis Inc Market Call (BNN TV) 2017-03-27 $73.270

(Top Pick May 6/16, Up 47%) A solid software company with orders getting bigger.  He would not rule out their being taken over down the road.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Yes View
DON'T BUY LUX-N Luxottica Market Call Tonight (BNN TV) 2017-03-27 $55.600

He prefers another in the vision space.  He likes the vision space, though.  There is aging going on in the world.  The use of computer screens has lead to more needs for vision correction. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
DON'T BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-03-27 $57.780

He would not buy it at these levels.  It has nothing to do with quality or valuation.  It is because the levels of auto production are quite elevated.  What if the economy slows?  He is not involved in auto parts now because he bought it when it was out of favour.  Most of the auto demand is behind us.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
TOP PICK MX-T Methanex Corp Market Call (BNN TV) 2017-03-27 $59.920

A 19.5% shareholder is calling for dividend increases and share buybacks.  They spent about $3.5 billion on facilities over the last 3 years.  They control the world market in terms of pricing.  It is very solid.  10 times earnings.  (Analysts’ target: $57.00).

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
BUY NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-03-27 $47.760

Their last quarter was solid.  They had some problems in New Jersey.  There is a relief rally going on.  It is a great company. 

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
BUY OTEX-T Open Text Market Call (BNN TV) 2017-03-27 $45.460

They did a big acquisition recently.  Generally this would concern them, but they have been doing acquisitions for about 20 years.  Their record of integrating them is phenomenal.  He has no concerns about this company.  They can pay down the debt quite quickly.  It is one of his favourite large cap software companies.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
TOP PICK PBH-T Premium Brands Holdings Corp Market Call (BNN TV) 2017-03-27 $82.410

They provide food products to institutions and are expanding.  It is a pure growth story.  Last quarter revenue grew 30%.  25 times earnings, however.  They made solid acquisitions.  Two facilities are coming online over the next 18 months and margins are going to increase.  (Analysts’ target: $81.50).

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
TOP PICK PH-N Parker Hannifin Corp Market Call Tonight (BNN TV) 2017-03-27 $155.650

Leading in pneumatic controls.  Strong margins and a strong record of generating cash flow.  They have 50 to 60 years of dividend growth. It is a relatively consolidated space.  (Analysts’ target: $173.00).

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Yes View
DON'T BUY RDS.A-N Royal Dutch Shell PLC (A) Market Call Tonight (BNN TV) 2017-03-27 $52.270

He is zero weighted in energy.  They have been ramping up their debt over the last 10 years and have made little progress on their reserves.  They have been borrowing money to pay their dividends.  If you want to play oil, you want a company that can get you production and reserve per share growth. 

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
DON'T BUY SBP-N Santander Bancorp Market Call Tonight (BNN TV) 2017-03-27 $12.680

All the European banks have an issue with BREXIT.  It exposes a capital issue for them.  He is concerned also about any of the Spanish banks.  Rates have fallen and as old loans mature they are renewed at much lower rates.  Spain needs to do some rationalization in their banking system.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE Unknown View
PAST TOP PICK SIS-T Savaria Corp Market Call (BNN TV) 2017-03-27 $12.750

(Top Pick May 6/16, Up 61%) Mobility solutions.  They won a contract in China.  It is one of the most solid management teams.  Earnings are solid and the outlook is great.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Yes View
HOLD SJ-T Stella-Jones Inc. Market Call (BNN TV) 2017-03-27 $38.680

He likes the company, the management team and the position they have.  They indicated this year will be a little bit slower.  The second half of the year should be better.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD SVI-X StorageVault Canada Market Call (BNN TV) 2017-03-27 $2.010

They are consolidating the storage market in Canada.  It has been on a very good run, but he would be cautious now after the most recent acquisition as it is so large.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD SYZ-X Sylogist Ltd. Market Call (BNN TV) 2017-03-27 $8.250

A software company in a number of different areas such as healthcare and government management.  It has been weak recently.  The last quarter was a bit of a miss.  They have gone on pause a bit.  No debt and they are looking for an acquisition for their cash.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
HOLD TC-T Tucows Inc. Market Call (BNN TV) 2017-03-27 $66.730

They are the number two domain marketing company.  They are on fire.  US investors have fallen in love with it.  He does not see how it can keep going up at the same rate.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
WAIT TD-T Toronto Dominion Berman's Call 2017-03-27 $65.130

He is cautious on banks as they are starting to pull back.  If we go through a period of uncertainty, all these stocks come back to where they broke out from, otherwise he is comfortable buying here.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY TOY-T Spin Master Corp Market Call (BNN TV) 2017-03-27 $37.640

It became a media frenzy in January.  It is a very well run company with good product placement.  They have good market share and are growing quickly.  It is a very solid company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
BUY TV-T Trevali Mining Corp Market Call (BNN TV) 2017-03-27 $1.200

He has been surprised on the strength of zinc.  They have become the largest pure play zinc company in North America.  He likes what they are doing.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
BUY V-N Visa Inc. Market Call Tonight (BNN TV) 2017-03-27 $88.950

He likes the credit card processor space, although MA-N is his preference.  The stocks have moved in a closely correlated move over time.  V-N is more involved in the debit space where there is more pressure on fees.

David Fingold NORTH AMERICAN/GLOBAL SELECTIVE No View
WATCH XAU-T Goldmoney Inc Market Call (BNN TV) 2017-03-27 $3.240

If you believe you will be buying your coffee in the morning with gold, this is the company for you.  It is a 10 year plan.  They are starting to get critical mass.  They are trying to change the market.  The management team is good, but it is still a bit early.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
DON'T BUY XIU-T iUnits S&P/TSX 60 ETF Market Call (BNN TV) 2017-03-27 $22.960

XIU-T vs. individual shares.  The TSX index is mostly financial and resources.  He does not believe you should buy this weighting as you will be short on everything except financial and resources. 

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC Unknown View
TOP PICK ZCL-T ZCL Composites Inc. Market Call (BNN TV) 2017-03-27 $13.540

Water tanks and tanks for gas stations.  There is a big replacement cycle going on.  Their dividend went up 50% this quarter and they are paying a special dividend.  (Analysts’ target: $14.00).

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT ZLE-T BMO Low Volatility Emerging Markets Equity Berman's Call 2017-03-27 $21.590

You typically get one payout a year from emerging market ETFs.  Generally emerging markets pay out a larger dividend.  He would look for the distribution to settle out at about 2%.  The difference between this and VEE-T is that is it is low volatility. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Berman's Call 2017-03-27 $18.870

Covered call banks, but ZWC-T covers more economic sectors.  Banks are 21% of the TSX and are that potion of ZWC-T.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Berman's Call 2017-03-27 $21.600

It is a broad, European, covered call strategy.  It could easily fall 10-15% minimum.  Don’t put new money to work here now.  Europe overall is pretty cheap, however. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-24 $0.020

Markets.  Everyone wants to call an end to this run.  We still have an accommodative federal reserve.  Stocks are not cheap, but still so much cheaper than 10 year bonds and cheaper than real estate.  People are still so nervous of the small or big gains they have had.  People need dividend stocks.  He does not see a high interest rate environment.  Dividends are a staple in people’s portfolios.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-24 $0.020

How much to keep in Cash?  [Caller had two of four kids in University].  You want to be mathematical about this.  When these liabilities become certain you want to invest in things that cannot fall down.  It depends on your temperament.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS _N/A View
TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-03-24 $12.770

He really likes this name.  Be cautious that higher interest rates in the US will filter to Canada and hurt companies like this a little bit.  They are growing so well.  21% earnings per share growth is his model.  They have a good and improving balance sheet and growth from several sources.  You should continue to own it and use weakness to add to it.  He is forecasting 8% dividend growth every year.  They beat Q4 estimates.  (Analysts’ target: $14.25).

$15 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
BUY BAC-N Bank of America Market Call (BNN TV) 2017-03-24 $23.120

They have the housing cycle ahead of them.  They are trading at book. They are levered to lower regulations.  People are still terrified of the financial crisis.  It is one of the best.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
DON'T BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2017-03-24 $3.260

They have a dividend that looks safe for now because they are 70% hedged for 2017.  They are into a narrow play, they cut costs and are cheap.  Debt levels aren’t bad.  But to him in this environment it is really still too much debt.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
HOLD CIX-T CI Financial Corp Market Call (BNN TV) 2017-03-24 $26.510

They had 2.4 Billion in outflows due to industry headwinds.  They have a 65% payout ratio so you are going to get that dividend.  He forecasts 10% share growth over the next couple of years.  It is cheap, 12 times, vs. its 7 year average.  You will get a better exit later on.  He has been writing puts to pick it up.  Don’t have it as a big position or to hold for 50 years.  You should exit if it reaches $32 over the next couple of years.

$29 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
PAST TOP PICK CP-T Canadian Pacific Rail Market Call (BNN TV) 2017-03-24 $194.650

(Top Pick Mar 31/16, Up 14%) It was cheap relative to the group and still is.  He models 12% EPS growth.  You can still own this.  He prefers this to CNR-T because it has a better valuation and is more commodities focused.

$220 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-03-24 $14.440

They have done everything right.  The balance sheet is pretty good.  They are really cheap relative to peers.  They still have good production growth.  But the cash flow in 2018 is projected to be lower than in 2015.  It depends on your view of oil prices.  They continue to decrease costs every year, so a year or two out they may be fine.  It will be very attractive if oil prices go higher.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
HOLD CUF.UN-T Cominar Real Estate Inv Tr Market Call (BNN TV) 2017-03-24 $14.520

They did some things right such as really good asset sales and the balance sheet is a bit better.  But debt to fair value is still a little high.  The payout is relatively high, but with the drip all in it is closer to 80%.  A dividend cut probably won’t need to happen.  Fundamentals are continuing to gain some traction.  They are growing at 0.8%.  It is very cheap and you can expect better things.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
BUY EIF-T Exchange Income Market Call (BNN TV) 2017-03-24 $38.730

It has a 61% payout ratio so the dividend looks good.  It is trading below its 5 year average  The balance sheet is not bad, but they missed on Q4 due to weather and equipment issues which they have now mitigated, so you could go in and buy it.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
HOLD ERF-T Enerplus Corp Market Call (BNN TV) 2017-03-24 $10.010

You can get a better exit than right now. It depends on oil prices.  It is well positioned relative to the group.  It is cheaper.  Its balance sheet is really good.  If you wanted to look to an oil name this would be a really good one even if not the best.

$58 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
HOLD HBC-T Hudson Bay Co. Market Call (BNN TV) 2017-03-24 $9.860

There is a time when you have to pull the pin before you lose more money.  But every company has a moment where they face plant.  He thinks the real estate value alone is worth a lot more than where it is now.  He has not sold his.  He would hold it and grit.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
PAST TOP PICK IFC-T Intact Financial Market Call (BNN TV) 2017-03-24 $94.210

(Top Pick Mar 31/16, Up 6%) The big fires in Fort McMurray hurt them.  He sees growth continuing.  It is trading at a discount.  It can grow by acquisition.  It has its best days still ahead of it.  Rising yields in the US will help lifecos for sure.  P&C won’t receive that material an impact on their business.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2017-03-24 $23.400

$30 by year end is not impossible.  It has everything going for it in terms of EPS growth.  It is still cheap relative to the group.  Some of Trump’s agenda will get through and this will be simulative of higher interest rates.

$30 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2017-03-24 $57.040

(Top Pick Mar 31/16, Up 5%)  He bought because he thought the economy would improve but now you have border tax pressures.  This is now more than reflected in the share price.  He still sees EPS growth.  It has a good balance sheet.  It can go higher when we get through the border tax concerns.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
HOLD POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-03-24 $22.750

They cut the dividend in the last year and a half.  If you own a little bit, you hold it.  Fertilizer is going to be tough.  Close your eyes and just hold it.  You will be fine.  Buy it with write puts at $21.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
BUY RUS-T Russel Metals Market Call (BNN TV) 2017-03-24 $26.290

You can be buying now or on a pull back.  There are strong tailwinds from steel prices and infrastructure spending as well as a strong balance sheet.  They acquired small companies.  It is expensive, however.  It is cheap on a price to cash flow relative to its 5 year.  It has a high dividend.  The payout ratio is 102%, but he models it going down next year.  Their energy segment is about 35% of their business and is the wild card.

$31 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
BUY STB-T Student Transport of America Ltd. Market Call (BNN TV) 2017-03-24 $7.650

They have a cozy little business.  He sees 7% revenue growth from new contract wins.  They had decent cost cuts and so be models 20% EPS growth.  It is not cheap and it is a small cap so it is good until it is not good.  It looks good now, but don’t make it a huge part of your portfolio.  You have to keep an eye on it.

$7.75 Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
BUY STN-T Stantec Inc Market Call (BNN TV) 2017-03-24 $34.520

We are seeing increased infrastructure spending.  STN-T just bought NWH, a water platform.  They have a stable backlog.  They have made satisfactory progress on integrating NWH, which people were concerned about.  Get behind this name here and now.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
WAIT TD-T Toronto Dominion Market Call (BNN TV) 2017-03-24 $65.180

Banks are still great deals relative to the market.  There are sentiment issues which are tough to gauge.  He would not sell right now.  Dividends are great.  The issue was with their retail business.  They did not grow for 5 quarters in a row.  He would wait a little bit.  The sales issue with pressure on employees will be an overhang for some time.  Around $63 it would be a buy.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Unknown View
WEAK BUY VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-03-24 $47.730

An excellent oil play.  But it will move with oil prices.  If oil will be $50 to $60 then they will do okay.  He is only interested in companies that grew oil production despite the drop in prices.  They have a balance sheet that is reasonable compared to peers.  They trade a bit of a premium.  He is underweight oil companies.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS No View
TOP PICK VSN-T Veresen Inc Market Call (BNN TV) 2017-03-24 $14.010

They are looking at boosting their pipeline capacity by 30%.  They are going to alter their capital structure.  He sees 30% EPS growth.  It will be flat growth this year, however.  It is going to pay you about a 7% dividend to wait until 2019.  Decent balance sheet.  (Analysts’ target: $16.00).

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
TOP PICK ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF Market Call (BNN TV) 2017-03-24 $25.310

It expresses his conviction for the US banks and it is currency hedged.  Over the next 3 to 5 years the US $ is probably over done compared to other currencies.  There will be great growth in this sector.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH on DIVIDEND STOCKS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Markets.  This Monday the Americans may give the green light to the XL pipeline.  Oil stocks are still discounting this news.  There is a backdrop of international oil companies exiting Canada.  Playing XL can only be done through TRP-T and so on and companies that piggy back off them.  He thinks we will see $60 oil this year.  Any week we will see refineries coming back online that are undergoing maintenance.  The market will still be rebalancing in Q3 of this year.

Eric Nuttall ENERGY BULL on OIL _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Overweight in the Energy Sector?  He has almost no cash in his fund right now.  The risk reward ratio in Energy is incredibly compelling.  Everything is getting ready to move.  It is a case of sector allocation, rather than stock selection.  He has moved a lot into the oil services sector.  Seasonality is in his favour.  It all comes down to US oil inventories.  We are days or weeks away from that number going negative.  Collective light bulbs in people’s minds will start to go off.

Eric Nuttall ENERGY BULL on OIL Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Canada/US Country Allocation.  He wants to allocate largely to the US.  He is fed up of having to worry about takeaway capacity, phasing out of oil sands, and border taxes.  He has two Canadian oil producers and five from the US.  They have a higher growth rate.

Eric Nuttall ENERGY BULL on OIL _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Fracking Sand.  It is not beach sand.  It has to be the right size and round.  These names have fallen greatly this month.  These companies are finding customers are now begging them to add capacity.  You can buy a company where the product has doubled in price and yet they have sold off to half their price.  (See his Top Picks today)

Eric Nuttall ENERGY BULL on OIL Yes View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-23 $0.020

Natural Gas is always a call on the weather.  February was the warmest February on record.  He thinks Gas will average $3, or no change.  Now is a crummy time to own Nat Gas stocks.  Until June there is not really a catalyst to get these stocks going.

Eric Nuttall ENERGY BULL on OIL Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-23 $0.020

Markets.  The budget does not make him change how he wants to allocate capital.  This is the second budget in a row they talked about this badly needed commitment to infrastructure, but nothing has happened yet.  The government should be careful in the future.  There was speculation the government would increase the inclusion rate on capital gains, which they did not.  Advisors had been suggesting people crystallize capital gains, but which was unnecessary.  Don’t make investment decisions be based on tax and legal speculation.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-23 $0.020

Where to park US cash temporarily.  You don’t get paid much for owning US cash.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY ARX-T Arc Resources Ltd Market Call (BNN TV) 2017-03-23 $18.600

You can’t fault them as a company.  His problem is that you pay a premium.  If you are very bullish, this is not the one to own, but you can sleep at night with this one.

Eric Nuttall ENERGY BULL on OIL Unknown View
BUY ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2017-03-23 $1.410

One of the best beta picks you can select in Canada today.  They have a high quality asset.  They have an increase in free cash flow, which they can now deploy.  They have extraordinary leverage to an increase in oil price.  It is probably not the best investment unless you believe in oil higher than $50.  It could double if you are bullish on oil.

Double Eric Nuttall ENERGY BULL on OIL Unknown View
WATCH BAC-N Bank of America Market Call Tonight (BNN TV) 2017-03-23 $23.070

Financials have run in the US because of expectations under Trump of less regulation that will free up capital.  Also, there is hope and expectation that the yield curve will steepen.  In the near term it looks like we are getting a correction in interest rates.  We are close to the end of the 35 year bull market in bonds.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2017-03-23 $32.230

It is not an everyday stock. They use high pressure water to move earth.  They used to be mostly in the energy area and then moved into the utility area.  Recently they moved into the US.  People still treat them as a Canadian energy company, but 2/3rds of their business is from the US and 3/4ths comes from non-energy.  Earnings continue to grow and they raised the divided recently.  (Analysts’ target: $35.00)

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2017-03-23 $7.200

He does not like any of the peers enough to own them.  It is going to be another year of pipeline outages in Canada.  But if you wanted to own one, this would be it.  He recently exited it to put money into service stocks.  He has a lot of respect for the management team.  It is going to be a bumpy ride to get to is target price.

$12.56 Eric Nuttall ENERGY BULL on OIL No View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-03-23 $4.340

They are marred with too much debt and can’t grow.   They look too unattractive compared to peers, with the worst production forecast and one of the worst balance sheets.

Eric Nuttall ENERGY BULL on OIL Unknown View
BUY CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-03-23 $289.990

It does nothing fancy.  It is the world’s largest manufacturer of pressure sensitive labels as well as aerosol cans.  They are good at what they do.  They did some very strategic and opportunistic acquisitions over the years.  They raise their dividend over the years and he continues to buy it for clients.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2017-03-23 $6.830

(Top Pick Apr 7/16, Down 14.4%) It was pummeled this year.  He can’t bring himself to sell it.  They are at a 4.3 times.  They have a reserve life of 7.4 years.  That means you are getting half the reserves for free.

$11.93 at $60 oil Eric Nuttall ENERGY BULL on OIL Yes View
DON'T BUY CNE-T Canacol Energy Ltd. Market Call (BNN TV) 2017-03-23 $3.780

He does not want international oil and gas.  There are way better opportunities in US and Canada.  Elsewhere there is the risk of pipeline bombings.

Eric Nuttall ENERGY BULL on OIL Unknown View
BUY CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2017-03-23 $42.620

It has become an interesting stock because they are making a very well timed purchase of shells oil sands assets to become the biggest oil company in Canada.  It probably makes it attractive.  But in the near term he sees oil going down so there is no reason to put new money into oil stocks.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2017-03-23 $96.730

(Top Pick Mar 22/16, Up 24%) The best run, most profitable railway in North American.  He likes their structure better than CP-T.  CNR-T is less commodity oriented and has a bigger US footprint.  This has been a better grain season.  This one continues to be his favourite.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
VAGUE CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2017-03-23 $194.360

CP-T vs. CSX-N.  [Caller already had CNR-T]  One railroad is enough to own.  CSX-Q has already moved since Hunter Harrison moved companies.  Just hold on to CNR-T.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-03-23 $14.370

(Top Pick Apr 7/16, Down 17%) He struggles to see what gets this story re-rated.

Eric Nuttall ENERGY BULL on OIL No View
DON'T BUY CSX-Q CSX Corp Market Call Tonight (BNN TV) 2017-03-23 $46.110

CP-T vs. CSX-N.  [Caller already had CNR-T]  One railroad is enough to own.  CSX-Q has already moved since Hunter Harrison moved companies.  Just hold on to CNR-T.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD DH-T DH Corporation Market Call Tonight (BNN TV) 2017-03-23 $25.170

Before the takeover offer, the stock was not doing very well.  The company put themselves up for sale and only one bidder came along.  There is still time because the deal has not been finalized. 

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK EIF-T Exchange Income Market Call (BNN TV) 2017-03-23 $38.020

(Top Pick Apr 7/16, Up 43%) It is a good quality pick.  This has been a total under-the-radar story.  They did a phenomenal job of managing their assets.  They have raised the dividend multiple times.

Eric Nuttall ENERGY BULL on OIL Yes View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2017-03-23 $54.540

He likes the growth outlook and they have pledged to increase their dividend every year.  The Canadian economy needs pipelines to be done. 

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY F-N Ford Motor Market Call Tonight (BNN TV) 2017-03-23 $11.670

His company owns no autos.  First Quarter earnings will be less than expected because fleet sales are down.  But the stock was only down 10 cents.  North American production has probably peaked.  He thinks it will stay there longer than people think.  F-N has a big presence in Europe where auto sales are starting to do better.  F-N will be a beneficiary long term.  Cars are made better than they used to be and they last longer.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK FMSA-N Fairmount Santrol Holdings Inc. Market Call (BNN TV) 2017-03-23 $6.670

With the freak out by the market about the sell-off in oil.  Fracking sand has doubled.  The increase in demand will offset any increase in capacity.  This one has been hit the hardest of the sand producers.  (Analysts’ target: $12.25).

Double or more Eric Nuttall ENERGY BULL on OIL Yes View
PAST TOP PICK GE-N General Electric Market Call Tonight (BNN TV) 2017-03-23 $29.620

(Top Pick Mar 22/16, Down 2%) It has been a disappointment.  He liked it because it was being transformed.  They got out of financial services just as financial services were taking off.  What hurt them in the last year was their commitment to energy services.  He is still there though.  He owns it as a cyclical industrial company.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY KO-N Coca-Cola Company Market Call Tonight (BNN TV) 2017-03-23 $42.170

He is not a fan and prefers PEP-N.  KO-N is almost exclusively a soft drink company.  Soft drinks are under attack and in decline as people move more and more towards water.  He does not care for the outlook.  Pepsi gets most of its earnings from food – Lays and Quaker.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
BUY MSI-T Morneau Shepell Inc Market Call Tonight (BNN TV) 2017-03-23 $19.460

He continues to own it.  It was founded by the current finance minister’s father.  They are big in the outsourcing business.  They continue to grow in the Canada and in the US.  The dividend is very safe.  They are at the bottom of their payout ratio.  At some point they are going to raise that dividend.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY NA-T National Bank of Canada Market Call Tonight (BNN TV) 2017-03-23 $55.660

He used to own it.  It is 100% in Canada with no foreign operations.  He prefers more international operations.  At some point it will run into big headwinds. 

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
BUY OAS-N Oasis Petroleum Inc. Market Call (BNN TV) 2017-03-23 $12.190

He likes them because they are early on in applying advancements in technology to increase recoveries in wells.  They are using more sand, an important theme.  They did a pretty good job of navigating the downturn.  They should soon get a re-rate.  They have improved their balance sheet.  Sentiment is as bad a Jan/Feb of last year when oil was about $29, vs. $48 now.

Eric Nuttall ENERGY BULL on OIL Yes View
DON'T BUY PD-T Precision Drilling Market Call (BNN TV) 2017-03-23 $6.110

He likes services, but not drillers.  Pricing power is a little more.  It trades at a premium because of good trading liquidity.  He likes pressure pumpers.

Eric Nuttall ENERGY BULL on OIL No View
DON'T BUY PGF-T Pengrowth Energy Market Call (BNN TV) 2017-03-23 $1.450

It trades at a premium.  They are at 6 times debt to cash flow.  He wants re-rate stories.  There are other stories.  You want a leaner, cleaner story.

Eric Nuttall ENERGY BULL on OIL Unknown View
TOP PICK PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2017-03-23 $28.990

Big in the gas station business with some wholesale and commercial businesses as well as propane distribution.  They are going to buy CST assets in Eastern Canada.  There is room for a lot more acquisitions.  It has now broken out.  They raise their dividend modestly on a regular basis.  (Analysts’ target: $32.25).

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY PPY-T Painted Pony Petroleum Market Call (BNN TV) 2017-03-23 $5.450

He avoided the face plant they did.  There are concerns about Canadian gas pricing.  It is cheap.  They reduced their cap-x.  The stock fell in half and then they diluted by 59%.

Double Eric Nuttall ENERGY BULL on OIL No View
BUY SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-03-23 $48.360

He is a big fan of lifecos.  He owns this and POW-T as well as MET-N in the US.  He likes them because he sees interest rates going up.  It has little to do with what the Fed will do.  Their profitability comes from bonds.  They have gotten much bigger in the money management business.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2017-03-23 $52.440

They had problems in the past but now he likes it going forward.  He bought early, but it has worked out for him.  They continue to get lots of contracts.  Most recently it has sold off and is now the cheapest engineering and construction company in North America. This is because they have an inefficient balance sheet.  The market expects them to make a large acquisition and take on lots of debt and that it will hurt them.  He expects them to buy back stock.  An acquisition would be good for them, making the balance sheet more efficient.  It is cheap here.  They still own highway 407 where the value continues to go up and up.  There is not a lot of goodwill built in here.  (Analysts’ target: $64.00).

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2017-03-23 $40.860

(Top Pick Mar 22/16, Up 16%)  They made that acquisition of COS-T at very low prices.  It helps bring down the overall cost of production.  Energy stocks got way ahead of the price of crude and that is why they have not done as well so far this year as earlier.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
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