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

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-22 $0.020

Markets.  In July the markets were at all time highs.  They were this week.  He said there would be a correction after he was on last in July.  The Dow came back 4% after he was on and then came back.  Now markets are overvalued again.  September is THE weakest month of the year.  Beware, the ides of September.  October in a mid-term election in the US is the bottom of the 4 year cycle so look for buying opportunities in October.  Economically sensitive sectors would be the weakest in the month of September.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-22 $0.020

Gold.  Strength is July to beginning of September or October.  Gold has been slightly lower.  Other gold stocks are actually in upward trends.  He is still hopeful that the seasonality will still kick in.  Buy when the US$ rolls over.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-22 $0.020

Seasonal investing through ETFs.  Best time to buy the market on average is October 28th.  You want to be fully invested in equities until the beginning of May.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-22 $0.020

Markets. Everybody is talking about needing a correction, but if everyone is expecting one, it doesn’t really happen. A correction would be healthy, but the market keeps going up. There won’t be a 5%-10% correction, because there is so much cash sitting on the sidelines. Every time we fall 3%-4%, people see it as a buying opportunity. The dividend component of the Canadian market is healthy. It’s north of 3% on the index, which holds up well against the US index. Dividends pay you while you wait, and gives you a cushion on the downside in a correction. He is more in a position towards the growth side in dividends. Probably the most expensive area of the stock market is those stocks that have reasonable yield, but also are defensive businesses with good growth prospects. These have been expensive for a while.

Jeff Young CANADIAN DIVIDEND BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-22 $0.020

Trailing stops? Basically a trailing stop is a “point” at which you are going to sell, that moves with the stock. If the stock goes up, the level of the stop goes up as well. The trouble with setting these stops is that you can get whipsawed. If you don’t set them at the right place and you enter some temporary volatility, you get Sold out and then the stock bounces back. Normally you set this outside of a normal standard deviation and set it below that. Also, the issue is that once you have Sold a stock, you then have to decide when to Buy it back, which is sometimes a very difficult decision to make.

Jeff Young CANADIAN DIVIDEND BULLISH _N/A View
BUY ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-08-22 $71.160

A Western-based company that is rolling up a bunch of car dealerships, primarily in Western Canada, but are moving across Canada. Focused on trucks primarily, which are higher margins. A real growth story for several years, but has corrected here on concerns their pace of growth is slowing down. He doesn’t think that is the case. Even since the quarter when people got a little bit worried, they’ve had 2 acquisitions, so he feels the story will continue to play out. 25%-30% upside in the next 12 months is possible.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
BUY AD-T Alaris Royalty Market Call Tonight (BNN TV) 2014-08-22 $32.830

This is a quasi-private equity royalty type shop where they give private companies capital, in exchange for part of the top line generally. Have a bunch of underlying companies and are looking to expand that into the US. Last year was a bit rocky when they had some problems with a couple of their underlying companies, but that has all been sorted out. Thinks this could get back to $36 or so. Feels the dividend is safe.

$36 Jeff Young CANADIAN DIVIDEND BULLISH Yes View
DON'T BUY AET-N Aetna Inc. Market Call (BNN TV) 2014-08-22 $78.770

Healthcare stocks are very strong this time of year.  Upward strength is probably okay right here.  You may want a few more higher highs and higher lows here.  Compared to others in the sectors, they have broken to all time highs so this one is lagging and for this reason he would prefer one of the others.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
HOLD AGU-T Agrium Market Call Tonight (BNN TV) 2014-08-22 $101.820

Has been a bit of a disappointment. Hasn’t really done very much over the last year. Continues to like it over the long term. Likes their strategy of owning the big retail network in Canada and the US. Gives them some stability to their earnings. 3.2% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
BUY on WEAKNESS ARX-T Arc Resources Ltd Market Call (BNN TV) 2014-08-22 $31.460

Natural gas normally bottoms around the end of August, as do the stocks.  Now there is a nice little base pattern forming.  The trend is still not there yet and relative strength is probably slightly better than the TSE.  He likes gassy stocks and they are showing signs of base building. 

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2014-08-22 $31.460

(A Top Pick Sept 19/13. Up 24.72%.) They continue to deliver. Have very good lands in northeast BC and Alberta, and are strong operators in that. Well-placed for LNG, should that come about at some time.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2014-08-22 $16.040

A high-quality REIT. In Western Canada and expanding into the US. Suffers from somewhat limited growth and being interest-rate sensitive. 6.7% yield.

Jeff Young CANADIAN DIVIDEND BULLISH Unknown View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-08-22 $14.570

Thinks there is potential for the company, but you have to keep an eye on it as well. Stock hasn’t been the best performer, and a lot of that relates to some of the capital efficiencies and their ability to get a lot of production for their dollar. Cost structure is a little bit higher than some of the others. If we see strength in gas prices, everything will be fine, but if we go through a prolonged period of lower gas prices, that dividend would be at risk. (See Top Picks.)

Jeff Young CANADIAN DIVIDEND BULLISH No View
DON'T BUY BTO-T B2Gold Corp. Market Call (BNN TV) 2014-08-22 $2.730

He looks at gold, the sector and how the stock does relative to other stocks in the sector.  This one is one of the poorer performers, is in a downward trend and is underperforming the market.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT CAE-T CAE Inc Market Call (BNN TV) 2014-08-22 $13.390

Has strong seasonality around the times of the big air shows.  After that there are new announcements about new jets and the stock has a difficult time.  The best time is from October until June historically.  But now we are in the period of seasonal weakness. 

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2014-08-22 $19.420

Medium to heavy oil. This is a smaller and newer company, but one that is set up very well for the dividend plus growth model. Have no debt, which is unique for an oil/gas company. They focus on very, very low decline rate oil properties. Thinks their decline rate is around 13%, whereas the majority of the dividend oil/gas players is around 25%-30%. Having no debt makes them much more able to go through a downturn. Yield of 4.33%.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2014-08-22 $104.790

Technicals are all okay.    Banks have a history of splitting stock when it gets above $100.  We have to wait for results next week.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WATCH CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-08-22 $76.130

Very expensive. They seem to keep getting their numbers every quarter. As long as they continue to do that and the market stays the way it is, it will continue to go up, but you need to keep an eye on it. If there is some sort of correction here, a lot of people may take some short-term profit, but that would be an opportunity to pick up some shares. 1.3% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-08-22 $44.870

Tends to be an oily stock rather than gassy stock.  CPG is having a tough time as is oil.  It broke through a support level and has established a downtrend.  All three of his technicals are negative for this stock.  There are better opportunities available elsewhere.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-08-22 $44.870

Very high quality management team. Just one of those companies that gets it done over and over. Has decent per-share growth of 7%-8% expectancies for this year. You’re paying top dollar for it, but you are getting a high-quality company as well.

Jeff Young CANADIAN DIVIDEND BULLISH No View
DON'T BUY CUS-T Canexus Corp Market Call Tonight (BNN TV) 2014-08-22 $5.310

Recently looked at their financial information a little and took a pass on it. Predominately a chemical company, but are also building a unit train oil terminal. Had some cost overruns and problems with that, and thinks they are a little capital constrained and need to sell a portion of it. They are still not done building this. Too messy a story for him. 7.5% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH No View
DON'T BUY CWX-T Canwel Building Materials Ltd. Market Call Tonight (BNN TV) 2014-08-22 $6.090

Building products, lumber distributor across Canada. The building/renovation market in Canada has been quite good for some time. The yield of 9.2% is too high. They are over distributing. Thinks they have some room on a line and could pay out a debt if they wanted to, but clearly that is a temporary type fix. Any slowdown in building activity would be detrimental. This is not one that he would buy.

Jeff Young CANADIAN DIVIDEND BULLISH No View
TOP PICK FCG-N 1stTr ISE Natural Gas E.T.F. Market Call (BNN TV) 2014-08-22 $20.380

The price of Nat Gas has been flat the last 8 weeks.  A break above $4.02 would complete the pattern.  Until the third week in December the price goes higher for Nat Gas stocks.  This is an ETF of gassy stocks.  We aren`t at the end of August yet, but we are awfully close.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2014-08-22 $25.730

Thinks they pay out a pretty high proportion of what they bring in. High oil prices certainly helps, which leads to activity levels. They drill a little bit themselves, but don’t have the same operating risks as a regular drilling company. You do need that activity level. People tend to pay a lot more for these royalty companies, because they see the lack of risk. He is on the sideline at the moment. 6.5% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH Unknown View
PAST TOP PICK GDX-N Mrk Vectors Gold Miners ETF Market Call (BNN TV) 2014-08-22 $26.100

(Top Pick Jul 11/14, Down 4.25%) Seasonality has not clicked in yet.  Gold equities are now outperforming the price of gold.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
PAST TOP PICK GEI-T Gibson Energy Market Call Tonight (BNN TV) 2014-08-22 $35.740

(A Top Pick Sept 19/13. Up 54.78%.) Continue to do very well in their business. Last quarter was great. Definitely getting on the pricey side, but in the energy/infrastructure space, it is one of the cheaper stocks, but also has one of the least recurring guaranteed revenues. A good stock for an active oil market. 3.3% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
PAST TOP PICK GLD-N SPDR Gold ETF Market Call (BNN TV) 2014-08-22 $123.190

(Top Pick Jul 11/14, Down 4.34%) Keep holding it.  Yesterday we saw the gold trusts break support and now they are underperforming the market.  Seasonality suggests you want to keep holding it.  You want to look for it to keep continuing to bottom by the end of September.  Watch for the US$ to move lower.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
DON'T BUY GM-N General Motors Corporation Market Call (BNN TV) 2014-08-22 $34.240

It has been in a downward trend, underperforming the market and close to its 20 day moving average.  Three technicals are going against you so not a buy.  This is a period of seasonal weakness.  They bottom around the end of October and then move higher through the end of the year.  Auto makers are transitioning from one model to the other.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK HR.UN-T H&R Real Estate Inv Trust Market Call Tonight (BNN TV) 2014-08-22 $23.380

(A Top Pick Sept 19/13. Up 15.33%.) Not much volatility in this. Sold his holdings in order to move on to other things. Doesn’t see a lot of growth in REITs any more. 5.8% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH No View
WAIT LUN-T Lundin Mining Corp. Market Call (BNN TV) 2014-08-22 $6.020

Historically base metals have trouble from May to October each year.  But this one still has a trend up.  Strength is negative relative to the market and it is below its moving average, so you have 1 out of 3 technicals.  He would wait until October to buy it.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2014-08-22 $22.190

This is not a good seasonal time for them.  It is outperforming the market, in an upward trend and above its 20 day moving average so one should hold it.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-08-22 $22.190

In terms of valuation versus growth prospects, he feels this is a better option over Sun Life (SLF-T). It’s a very encouraging sign that they have raised their dividend. This means they are comfortable with their business outlook and their capital position. Yield of 2.79%.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
TOP PICK PEY-T Peyto Exploration & Develop. Market Call Tonight (BNN TV) 2014-08-22 $37.050

Very high quality company and basically the low cost producer in Western Canada. There has been a little check back in the price of gas, which we don’t normally get. This is one you typically buy on pullbacks. Good dividend per share growth. All their lines are very concentrated and they own the infrastructure along with the land, so they have the ability to participate in the upside, but it takes longer for natural gas to work out. A low cost producer so can survive the downturns. Could see this at $45 with stronger gas prices in the winter.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
DON'T BUY PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2014-08-22 $7.860

Have had problems from an operational perspective for a number of years. It now appears that there are accounting irregularities as well. This may make their costs look even worse. He would wait and let this play out. The dividend may not be safe.

Jeff Young CANADIAN DIVIDEND BULLISH No View
COMMENT RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-08-22 $36.780

Starting to look at this again. At first glance it looks a little bit expensive. What he likes about the dividend safety is that their cash flow is a bit counter cyclical, in that when things turn down, they reduce their inventory giving them more cash on hand to pay the dividend. What they need now is a continuation of the strength in steel prices coming up.

Jeff Young CANADIAN DIVIDEND BULLISH No View
HOLD RY-T Royal Bank Market Call Tonight (BNN TV) 2014-08-22 $80.800

Came out today with good numbers, but a bit of slowing on the Canadian retail business. Also, wealth management was a little bit light relative to expectations, which is an area that you want to see grow consistently over time. Also, there was a little slowing on the lending side.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
WEAK BUY SLF-T Sunlife Financial Market Call (BNN TV) 2014-08-22 $41.270

Banks have been getting all the love.  The TSX financial services broke to new highs two days ago.  RY came out with great numbers but there was only selling on news. SLF is doing okay.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK SOIL-N Global X Fertilizers ETF Market Call (BNN TV) 2014-08-22 $11.650

Not doing well until now, but forming a base.  Grain prices are showing signs of bottoming.  Ag stocks are also showing signs of bottoming.  Around this time of year they go up sharply.  Keep an eye on it and get out when it`s done.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
DON'T BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2014-08-22 $43.960

They broke a support level and established a downward trend. They have underperformed the market and are below the 20 day moving average.  Three technicals against you.  Fundamentals suggest a bit of caution here.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WEAK BUY T-T Telus Corp Market Call (BNN TV) 2014-08-22 $38.690

Historically it does well in the summer months.  It is interesting based on seasonal strength.  It is trending along its 200 day moving average.  Relative strength is a little better than the market.  So it is okay as a buy and has positive seasonality to come.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2014-08-22 $25.090

Thinks this company will have its day again. These types of companies peaked in 2011 and then came down hard. As the recovery continues, and it picks up steam at some point in time, we will have a late cycle push which is when your commodity stocks start to do better. There is talk of an interest rate cut in China on one side, and on the other side you are seeing reductions of capacity in a lot of these industries, where high-cost producers are not able to keep these things going anymore. A little bit of holding is not bad here.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-08-22 $57.670

The banks are interesting here. They’ve had a decent run here, so we might see them stabilize a little. Likes this bank’s exposure outside of Canada, which he thinks will start to play out. Dividend yield of 3.2%.

Jeff Young CANADIAN DIVIDEND BULLISH Unknown View
WAIT UPS-N United Parcel Services Market Call (BNN TV) 2014-08-22 $97.770

Is underperforming the stock.  It is testing its 20 day moving average.  Seasonally it is strong from end of October through Christmas.  He looks for base building prior to the seasonal period of strength.  The technicals are not there now for buying the stock.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK URA-N Global X Uranium ETF Market Call (BNN TV) 2014-08-22 $14.930

Special for retail investors.  Around this time of year it will start to outperform the market.  Technicals are just starting to show a positive trend.  Own between now and the end of the year.  Look for something else in January.  Price of Uranium popped about two weeks ago.  This is getting set up for a good trade.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
BUY VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2014-08-22 $70.680

A high-quality name in Western Canada with gas assets in Ireland and Europe. As they continue to grow, there are opportunities for it to reduce its dividend over time. Very good conservative company and a good one to hold. 3.7% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH No View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2014-08-22 $128.350

It has nothing to do with the seasonality.  It has to do with taking over a major company.  Underperforming the market, in a down trend and broke its moving average.  Technicals are against you so avoid it.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK VXX-N iPATH S&P 500 VIX Short-Term Market Call (BNN TV) 2014-08-22 $27.700

(Top Pick Jul 11/14, Down 0.99%) We are past the spike period.  We could have a second spike and he is waiting for the technicals to tell him that.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
DON'T BUY WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-08-22 $18.280

Very well-run company. Just did a big acquisition and had an equity issue that was very popular. They upped the dividend when they had that issue. High-quality company with good prospects for growth, but he thinks that growth is predicated on acquisitions, and you need an environment where they can pick up these land packages cheaply. That environment is a bit more tired than it was a year ago. Fully valued.

Jeff Young CANADIAN DIVIDEND BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-21 $0.020

Markets.  He recovered very quickly from the crisis because of the banks.  Canada is a very healthy economically and there are a lot of companies outside the resource sector that are not affected by the world economy.  The world is recovering very slowly so it is a stock pickers market.  Any rise in interest rates will be very gradual and will be put off.  You need to go down the food chain into mid caps to chase yield.  You need a solid company that can grow the dividends. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-21 $0.020

Markets.  He is waiting for continuing progress with holdings he already has.  September should assist us.  He buys companies, so he is not concerned with the month, the Fed or war.  He is trying not to sell because that seems to be wrong.  There is a lot of money on the sidelines ready to be deployed. 

Michael Smedley CANADIAN SELECTIVE _N/A View
PAST TOP PICK ADW.A-T Andres Wines Market Call (BNN TV) 2014-08-21 $15.000

(Top Pick Jun 26/13, Up 23.58%) Still one of the cheapest stocks on the TSX.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY AGF.B-T AGF Management (B) Market Call (BNN TV) 2014-08-21 $12.360

One of the few stocks he has added this year.  Business had declined, but he found there is tremendous value.  They are expanding internationally. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY AGU-T Agrium Market Call (BNN TV) 2014-08-21 $102.570

Likes the agricultural sector.  Probably should have bought it a long time ago.  Well diversified and well integrated vertically.  Well managed.  Buy it and put it away.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
TOP PICK ALC-T Algoma Central Corp. Market Call Tonight (BNN TV) 2014-08-21 $16.000

Greatest tanker fleet and in shipping of all the commodities.  A good dividend.  It has downtime in the winter.  They might get to a higher level shortly due to a partial fleet modernization.

Michael Smedley CANADIAN SELECTIVE Yes View
HOLD ASG-X Aurora Spine Market Call Tonight (BNN TV) 2014-08-21 $2.140

It went too high too fast.  They are simply getting down to work now.  You have to be a little patient.

Michael Smedley CANADIAN SELECTIVE Unknown View
WATCH ATA-T ATS Automation Market Call (BNN TV) 2014-08-21 $13.640

Automated production lines in a whole lot of industries.  They have a tremendous amount of R&D.  Trying to grow by acquisition.  He is watching it carefully.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
TOP PICK BB-T BlackBerry Market Call Tonight (BNN TV) 2014-08-21 $10.780

Speculative.  The stock has held relatively well.  He is particularly fascinated by Mr. Chen.  He goes in directions that will work.  They still possess certain supremacy in the area of security.  The consumer space is lost.  BB has moved on now.  Losses are falling.  It now just seems to make sense.

Michael Smedley CANADIAN SELECTIVE Yes View
PAST TOP PICK BCE-T BCE Inc. Market Call (BNN TV) 2014-08-21 $48.630

(Top Pick Jun 26/13, 23.39%) The stock plunged with threat of Verizon coming in but it didn’t happen.  Still likes it and likes the opportunity of smart phone penetration beyond 70%.  Still sees them as a utility.  One of his core holdings, but he only buys it on negative headlines.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
DON'T BUY CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2014-08-21 $8.500

Decided to pass on this one.  Have a huge amount of Cap-X.  Well managed company.  Buy when it gets really, really cheap.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
DON'T BUY CSW.B-T Corby Spirit and Wine (B) Market Call (BNN TV) 2014-08-21 $20.700

Wine is the fastest growing segment in the industry.  The French dictate where this company is going.  He is skeptical about the new products they are trying to launch into the US.  The spirit sector is very tough and there is great competition.  Doesn’t see upside from here.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Unknown View
PAST TOP PICK DH-T Davis and Henderson Market Call Tonight (BNN TV) 2014-08-21 $33.250

(Top Pick Sep 4/13, Up 29.27%) He would still buy it.  They shed their old image of cheque printing.

Michael Smedley CANADIAN SELECTIVE Yes View
BUY on WEAKNESS DHX-T DHX Media Market Call (BNN TV) 2014-08-21 $7.500

Knows it well.  Well managed company and got in at a great time to start consolidating children’s content.  Family channel with recurring subscribers.  Did a phenomenal job of monetizing newer and older content.  It’s difficult to value.  They had a big run so be careful.  He has taken profits.  He may get back in on weakness.  It is not impossible that Netflix will acquire them.  At some point this company will be attractive. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
WEAK BUY DHX-T DHX Media Market Call Tonight (BNN TV) 2014-08-21 $7.500

(Market Call Minute) Brilliantly run.

Michael Smedley CANADIAN SELECTIVE Unknown View
BUY EFN-T Element Financial Market Call Tonight (BNN TV) 2014-08-21 $14.860

Has been growing extremely well, static just recently.  They added on subsidiaries at a massive pace.  If there is a negative it is that the sector is getting a bit crowded. 

Michael Smedley CANADIAN SELECTIVE Unknown View
BUY EH-T Easyhome Market Call Tonight (BNN TV) 2014-08-21 $23.420

Has been down in large volume the last three days after going up a lot on light volume.  The company has transformed the rent to own of appliances.  They have a good source of financing.  Thinks one of the giants in the US will by this one in the end.  Thinks they are going into a new phase.

Michael Smedley CANADIAN SELECTIVE Unknown View
TOP PICK GCG.A-T Guardian Capital Group Market Call (BNN TV) 2014-08-21 $18.260

Has tremendous upside.  A lot of value.  One of the largest publicly traded money managers in Canada.  Huge holding of BMO shares worth $16 and company trades just about $17. 

$25 Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
HOLD GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2014-08-21 $5.170

Believes it will be a winner. 

Michael Smedley CANADIAN SELECTIVE Unknown View
WATCH HLF-T High Liner Foods Market Call (BNN TV) 2014-08-21 $21.180

Was one of his largest positions, but he sold it before the split.  It was getting a bit expensive.  Their costs started to increase.  Canadian food services encountered some soft spots.  They didn’t meet their profitability targets for the next few quarters.  Probably good value around $20.  He may return to this stock.  They are paying down their debt and they will raise their dividend at least yearly.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
HOLD III-T Imperial Metals Corp Market Call Tonight (BNN TV) 2014-08-21 $9.030

(Market Call Minute) They are going to have to dig themselves out of the hole.

Michael Smedley CANADIAN SELECTIVE Yes View
PAST TOP PICK INE-T Innergex Renewable Energy Market Call (BNN TV) 2014-08-21 $10.700

(Top Pick Jun 26/13, Up 31.00%) They have a lot of hydro projects under development.  Very stable but not exciting.  Buy on weakness.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY INP-X Input Capital Corp Market Call Tonight (BNN TV) 2014-08-21 $2.730

It is a one of a kind.  Financing in the Canola sector for Western Canada.  You have to ride through meteorological events.  It is a new company and does not pay a dividend yet. 

$4 Michael Smedley CANADIAN SELECTIVE Unknown View
BUY IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2014-08-21 $36.700

(Market Call Minute) It is always a buy.

Michael Smedley CANADIAN SELECTIVE Yes View
BUY MBT-T Manitoba Telecom Services Market Call (BNN TV) 2014-08-21 $30.740

He owns it on the premise that BCE or others would take them over.  But it is hard to know now if the acquisition would be approved.  The CEO is retiring and he knows how to read it.  The dividend yield is safe.  From a value point of view he would own it.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-08-21 $22.310

It is a difficult choice between MFC-T and SLF-T.  MFC has been doing better later.  They are overseas in the far east, but it is hard to quantify profits from this.  Thinks MFC is slightly better than SLF.

Michael Smedley CANADIAN SELECTIVE Unknown View
COMMENT MPV-T Mountain Province Diamonds Inc. Market Call Tonight (BNN TV) 2014-08-21 $5.700

You don’t know when diamonds are really going to do well.  This stock has been doing better recently.  This one has the best undeveloped asset in Canada.  It is a very good prospective mine.

Michael Smedley CANADIAN SELECTIVE Unknown View
BUY MXG-T Maxim Power Market Call (BNN TV) 2014-08-21 $3.200

He bought it as a value play with sum of the parts worth more than it was trading at.  They are trying to sell some of the parts.  Thinks they will sell all the parts and distribute the cash.  $4-$5 breakup value.  It is taking longer than he thought to break it up.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY NA-T National Bank of Canada Market Call Tonight (BNN TV) 2014-08-21 $49.730

A highly rated bank.  Street consensus is that it is overvalued.  He has three other banks. 

Michael Smedley CANADIAN SELECTIVE No View
TOP PICK NLN-T Neulion Market Call (BNN TV) 2014-08-21 $1.060

NFL is a big customer.  Agreements with all the big sports events.  They have the market locked up.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
TOP PICK NLN-T Neulion Market Call Tonight (BNN TV) 2014-08-21 $1.060

They are very impressive.  They are going onward and upward.  They did the world soccer.

$1.50 Michael Smedley CANADIAN SELECTIVE Yes View
BUY on WEAKNESS PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2014-08-21 $49.010

Pipe lines will never collapse.  They are expensive, though. He thinks we will stay with long term low interest rates so these guys will remain expensive.  Prefers TRP-T.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Unknown View
COMMENT RKN-T Redknee Solutions Market Call (BNN TV) 2014-08-21 $3.700

He sold.  Good management, but a very volatile stock that can swing on a quarterly results. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Unknown View
DON'T BUY RUS-T Russel Metals Market Call (BNN TV) 2014-08-21 $37.590

Distributors of metal.  Narrow margin business.  Stock has done very well, but it looks terribly expensive.  Not sure what drives this stock.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Unknown View
BUY RX-X BioSyent Inc Market Call Tonight (BNN TV) 2014-08-21 $8.800

Have the rights to very solid, very reliable products.  It is just now being discovered and is making new highs. 

Michael Smedley CANADIAN SELECTIVE Unknown View
TOP PICK SAT-X Asian Television Network International Market Call (BNN TV) 2014-08-21 $2.630

Down 24% in the last year.  It got way ahead of itself.  He has been accumulating shares and is the second biggest shareholder.  Now in the low $2s it is attractive.  4% dividend. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
DON'T BUY SCR-X The Score Inc. Market Call (BNN TV) 2014-08-21 $0.305

Not making money. Trying to sell ads.  Did a great job on score media. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Unknown View
DON'T BUY STB-T Student Transport of America Ltd. Market Call (BNN TV) 2014-08-21 $7.100

Got hammered when investment trusts got hammered.  Not sure how many costs you can squeeze out of the systems after they acquire them.  Well managed.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
BUY SWY-T Stornoway Diamond Market Call Tonight (BNN TV) 2014-08-21 $0.650

It is more expensive to mine this one.  You have to go underground.  It appears to be quite rich.

Michael Smedley CANADIAN SELECTIVE Unknown View
PAST TOP PICK TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2014-08-21 $254.340

(Top Pick Sep 4/13, Up 49.07%) Sold it after making a bit of money. It was just after three cars blew up.  They are going to revolutionize the car industry.  He is not against buying speculatively.

Michael Smedley CANADIAN SELECTIVE No View
BUY TTD-X Tinkerine Studios Ltd. Market Call Tonight (BNN TV) 2014-08-21 $0.335

They discovered dramatic interest in 3D printing in education.  These guys specialize in education.

Michael Smedley CANADIAN SELECTIVE Unknown View
DON'T BUY U-T Uranium Participation Corp. Market Call Tonight (BNN TV) 2014-08-21 $5.250

He is not pushing uranium.  There is nothing imminent he knows of that will fire up the sector.  He owns FCU-V, which he will patiently hold.

Michael Smedley CANADIAN SELECTIVE No View
BUY UR-T UrtheCast Corp Market Call Tonight (BNN TV) 2014-08-21 $1.280

The period of patience cannot be defined.  They signed a contract for 5 years to provide services recently.  The stock is held back by the Ukrainian problems, with the market thinking they have to use Russia to get their camera into space.

Michael Smedley CANADIAN SELECTIVE Unknown View
PAST TOP PICK VOD-Q Vodafone Group PLC Market Call Tonight (BNN TV) 2014-08-21 $33.500

(Top Pick Sep 4/13, Up 0.35%) Chose it because of their massive selloff of Verizon. 

Michael Smedley CANADIAN SELECTIVE No View
BUY on WEAKNESS VXS-T ViXS Systems Inc Market Call (BNN TV) 2014-08-21 $1.550

Under $1.50, there is very good upside.  They report fairly soon.  He is optimistic about their systems on a chip.  He would hold or buy on weakness, but it is a risky stock. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
HOLD WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-08-21 $18.550

4% dividend, very well run.   

Michael Smedley CANADIAN SELECTIVE Yes View
DON'T BUY WIN-T Wi-Lan Inc. Market Call Tonight (BNN TV) 2014-08-21 $4.210

(Market Call Minute) He doesn’t like the business.

Michael Smedley CANADIAN SELECTIVE Unknown View
DON'T BUY WTE-T Westshore Terminals Inc. Market Call (BNN TV) 2014-08-21 $35.850

It is very dependent on coal.  A lot of governments are trying to reduce consumption of it.  Not a lot of growth potential to it.  There are better company income plays.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Unknown View
HOLD XSR-T Canadian Satellite Radio Market Call Tonight (BNN TV) 2014-08-21 $7.780

(Market Call Minute) Great company and very tightly owned.

Michael Smedley CANADIAN SELECTIVE Yes View
BUY ZWB-T BMO Covered Call Cdn Banks ETF Market Call Tonight (BNN TV) 2014-08-21 $17.820

This is good only because all the Canadian banks are good, but otherwise he doesn’t believe in ETFs.  He has RY-T, BNS-T and TD-T.  Canadian banks are extremely good.

Michael Smedley CANADIAN SELECTIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-20 $0.020

Markets. Because this is such a slow recovery, she thinks it is going to be much longer than what we are used to, so she is not really concerned. Seasonality is not great as we have had lots of corrections in past Sept/Oct. Geopolitical events correct markets, but for really, really short durations. We are still more sensitive, since 2008, to financial events as opposed to geopolitical events. Central bank leaders have suggested that increases in interest-rats is going to be slow, so people are not really worried.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-20 $0.020

Markets. We haven’t had a meaningful correction since the fall of 2012. What we have just gone through over the last few weeks is what we have seen numerous times, 3%-5% corrections and everybody expecting it to be the big one. There is so much liquidity on the sidelines that people are stepping in when they get any opportunity. It will end someday, but none of us really know when. Looking at investors sentiments, there is still fear in the environment. For example, bond buying still trumps equity buying, which is quite surprising to many people. Statistics show that there are more aggregate dollars purchasing bonds than equities, and he thinks that is a very good thing. He would look to industrials, technology and healthcare as being areas that have the wind at their back, in terms of natural or organic growth.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-20 $0.020

Shorts. When you see a high short position on a security, 1) what is a High Short position and 2) how does that affect your view of the investment? A High Short position is generally an opportunity, because you have buying powers. If the company does well, then those shorts have to be covered, which is fuel for higher prices. You make your decision and then you live or die by it.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2014-08-20 $100.570

He has been a long time holder of this stock. Even though it is at an all-time high, if you look at the fundamentals it is not expensive. They are spinning off a tremendous amount of cash. Post Steve Jobs they have done a 180 in terms of capital allocation. Very, very shareholder friendly by buying back shares at a rate of about 6% float per year. This is an all round good investment.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
SELL ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2014-08-20 $55.060

(Market Call Minute.) This is a spin off from Abbott Labs (ABT-N). What concerns him is that they own Humera, a great drug, but it is coming off patent in 2016 and represents about 65% of their business.

Gordon Reid US EQUITIES OPTIMISTIC No View
DON'T BUY ABX-T Barrick Gold Market Call (BNN TV) 2014-08-20 $20.540

Gold has come back from last year’s death. She still thinks it is probably bottoming here and you are not going to see a huge amount of movement. There has been so much geopolitical turmoil and yet gold hasn’t really responded much. This company is not her favourite. It is large and has been restructuring and will probably spend another year restructuring. If you need to own gold, she would go into something smaller.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-08-20 $71.500

(A Top Pick Sept 27/13. Up 93.95%.) Recently had a dip, which is really unjustified. The bottom line missed by a few pennies, because they had made 8 acquisitions in the last quarter. Historically they make about 1 or 2 a year. Therefore SG&A (Selling, General & Administrative) costs were higher with 8 acquisitions. Legal and accounting costs will be higher. She would overweight the stock in a portfolio as she has huge expectations for it.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
PAST TOP PICK AD-T Alaris Royalty Market Call (BNN TV) 2014-08-20 $32.780

(A Top Pick Sept 27/13. Down 5.52%.) Made an acquisition of a company that serviced and installed Sears products, which declared difficulty shortly after. Because of that, she sold her holdings.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
TOP PICK AEGN-Q Aegion Corp Market Call Tonight (BNN TV) 2014-08-20 $24.320

They have a technology for coating/protecting pipes. Trading at about 15X earnings. Management is very excited about their book building. Have quite a backlog. He thinks earnings will accelerate in the future, which would drive the stock price higher.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2014-08-20 $52.000

A stock issue was oversubscribed, which is why they stock price increased to the $51 level. Announced a deal with Painted Pony (PPY-T) that gives Altagas the right to market their gas from the Montney play. This whole sector has been really, really hot. You have high dividend yields and good growth. She is reluctant to recommend it as the valuations are high. 3.9% dividend yield. A good, long-term story.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
BUY ALR-N Alere Inc Market Call Tonight (BNN TV) 2014-08-20 $34.810

(Market Call Minute.) Just recently had slightly disappointing earnings, but they are concentrating more on the professional market. 

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-08-20 $30.940

Rumoured to be interested in acquiring China’s Sinopec, but it would be a very odd thing for them to do. They are conservative acquisitors. They do have an acquisition strategy, which they have been employing, and which seems to be paying off. Last year they entered Europe, and from what she understands, are now going to consolidate in Northern Europe. They are not crazy about Southern Europe. This should allow for many more years of growth. Yield of 0.52%.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
COMMENT AVO-T Avigilon Corp Market Call (BNN TV) 2014-08-20 $18.500

Has dropped sharply since the release of results. The CEO’s focus is on growth at the expense of profit, ramping up huge expenses. To be fair, management has been going around for the last couple of quarters, saying “we are investing in a business and we want to capture growth while our offering is unique and while we don’t have competition”. Margins did come under pressure, probably a little more than even she would have expected. Also, the Cdn$ having increased in the last quarter, is probably more negative for them than any other companies that she covers. They hardly have any sales in Canada. Stock is inexpensive and they did have 66% revenue growth.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-08-20 $15.520

There is really no catalyst. Loan growth is picking up a little bit, but margins and the net interest margin, because of the flat yield curve, just isn’t there. They keep getting fined and you wonder when it is going to end. He has been looking at this, but just hasn’t pulled the trigger. There will be a time in the cycle when banks will start to do well and there will be some good upside. His choice in banks, after doing his research, is more in Citigroup (C-N) because they are more behind the curve which gives him more opportunity.

Gordon Reid US EQUITIES OPTIMISTIC No View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2014-08-20 $29.040

Had disappointed in their last quarter, so there is a correction happening. Margins had suffered. Their growth has been phenomenal and they have had to hire more people, so training costs have gone up. The company has announced that they are going to go from 5 trucks to 4 trucks in manufacturing. A lot of people interpreted it as deceleration of growth. Her interpretation of cutting back on production would be that they want to catch up. Three years down the road they are going to be back to 5 or 7 trucks a week. Doesn’t feel the stock is going to go anywhere in the next quarter, because you have to see that the margins have been improving and you won’t see that until the next 2 quarters. During this time, you have ample time to Buy the stock.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
PAST TOP PICK BYD.UN-T Boyd Group Income Fund Market Call (BNN TV) 2014-08-20 $46.620

(A Top Pick Sept 27/13. Up 66.24%.) Still loves this. One of the few high-growth companies that didn’t disappoint on the bottom line. Renegotiated the deal on paint supplying, so you can expect better margins for the next few quarters as the cheaper paint supply gets through to their bottom line.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2014-08-20 $117.010

Historically this company had been missing their quarters, but now are growing by acquisition. Concentrating on labels that are high quality ones where there’s not too much competition. This would be into wines, pharmaceuticals and much higher design and colours, etc. yield of 1.04%.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
HOLD CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2014-08-20 $104.150

Banks have been really good. Valuations are fair. This is not her favourite bank, but switching to another bank is not worth it.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
SELL CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-08-20 $24.710

(Market Call Minute.) A slow growth business and not doing well on their main business of routers and switches.

Gordon Reid US EQUITIES OPTIMISTIC No View
TOP PICK DAN-N Dana Holding Market Call Tonight (BNN TV) 2014-08-20 $23.850

Auto parts. The auto industry is continuing to recover and thinks they will do well into the future. Have a broad cut-out of very good customers. Coming out with products that, from a technology standpoint, are better. They are lighter, which has implications from a fuel economy standpoint. Trading at a nice multiple and it has growth opportunity.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY DD-N DuPont Market Call Tonight (BNN TV) 2014-08-20 $66.220

(Market Call Minute.) Slightly disappointing numbers on the agriculture seed side of their business. They are really a new technology type of seed company.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT DHX-T DHX Media Market Call (BNN TV) 2014-08-20 $7.440

Growth has been phenomenal. It fits into the theme that she likes, i.e., growth by acquisition. Because we are in a slow growth environment, she loves companies that are making acquisitions. This has been a phenomenal example. She feels the company will sell themselves at the peak of the cycle.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
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