Table View - Opinions in Detail | StockChase
stockchase picture

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

Table View - Opinions in Detail

Print Export
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) 2016-12-02 $0.020

Market. The market has gone almost a decade without a correction, and you normally don’t go that long, so something was going to happen. He is 60%-70% cash and just waiting. Doesn’t want to get caught flat footed again with another massive correction and no money to deploy, so looks at corrections as an opportunity rather than as a disaster. He doesn’t buy the argument that rates are going to go that much higher. We live in a world with very little inflation and technology destroys a lot of jobs, more than we create. There is also a demographic issue in the developed world where we are getting older.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-02 $0.020

Market. He is not a fan of Trump, but he is certainly acting presidential, a total surprise. We’ll have to wait and see. OPEC reached an agreement, and implementation is in January. Whether they keep the agreement or not is a totally different question. Oil has a long way to go to get back to balance. Thinks there will be a consolidation in the low $50. Expects the price is going to go higher in 2017, simply because they haven’t put the money in that makes the oil come off the other end.

David Cockfield CANADIAN & ETF's UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-02 $0.020

Telcos, utilities or banks? Utilities haven’t been acting that well, nor has BCE. This a buying opportunity. He would be on the sidelines with utilities as they are more sensitive. Yields tend to be lower than the telecoms. Wait until after December 15 when he believes there will be a rate increase. With the bond market selling off and bond yields coming back, and not yielding as much as banks or telecoms, the utilities are still vulnerable. He would stand back and wait for the next 6-9 months to see what happens. (See Top Picks.)

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-02 $0.020

Gold? Which company? He is not in gold, but believes that until he sees the whites of the eyes of inflation, we are not going to see it. We are building an environment of higher oil prices, fiscal stimulation, bank regulation, etc. which are bound to create more inflation if they are carried through. If inflation starts to show up, then he’ll have a hard look at gold again.

David Cockfield CANADIAN & ETF's UNKNOWN No View
COMMENT AC-T Air Canada (B) Market Call Tonight (BNN TV) 2016-12-02 $14.010

After years of bad experience with the airlines, he is always very careful about that area. This has had a good run. If oil and the price of fuel goes up, that is a significant factor. He doesn’t see a lot of upside from here.

David Cockfield CANADIAN & ETF's UNKNOWN No View
WAIT AGU-T Agrium Market Call Tonight (BNN TV) 2016-12-02 $133.020

Has loved the stock in the past, but sold it in the past with the anticipation that he would be able to buy it back. Then the Potash (POT-T) merger appeared, and he is not keen on Potash at all. Subsequent to that, this stock has moved up. He would be a little cautious. Wait to see what happens after the merger and how things work.

David Cockfield CANADIAN & ETF's UNKNOWN No View
HOLD AT-X AcuityAds Inc Market Call (BNN TV) 2016-12-02 $2.330

Does Programmatic advertising. When you type something in Google and land on a page, sometimes there is an ad with something you are interested in. The whole process behind that ad, happens in a millisecond, and is actually an auction to see who gets to win your eye balls. This company has a platform which appears to be one of the better ones for this type of work. They are able to do it profitably, where a lot of companies are having trouble. He likes the company.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2016-12-02 $32.300

Oil and gas activity is only about 40% of their business. That 40% should probably grow because we are seeing more activity. Their construction business is pretty steady at this stage. Also, there is a different angle on this. There is a massive Short position with 37 million shares outstanding, and 10 million of them are sold Short. Every day that the stock goes up, there is more agony for them. There are not a lot of Sellers, because it is very institutionally held. Dividend yield of 1.23%. With any luck, the stock could go to $40. (Analysts’ price target is $31.74.)

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
HOLD BCE-T BCE Inc. Market Call (BNN TV) 2016-12-02 $57.370

Dividend yield of 4.8% is not bad when compared to bonds. People are worried that bonds are going to get to the point where they are going to become competitive to dividend yields. However, there are a lot of arguments to stay in this stock. If held outside a registered account, you get a favourable tax treatment. He doesn’t think interest rates are going to go up that high. Thinks the sentiment is going to keep going against this stock for a while. Pick a target of perhaps 5%-6% and buy when it reaches that.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-12-02 $57.370

Good company, good dividend, good yield, solid record, and the stock has come off almost 10%. This gives you a yield and a tax dividend credit that you can’t get anywhere in the fixed income market. A safe stock. Dividend yield of 4.76%. (Analysts’ price target is $62.39.)

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2016-12-02 $42.510

A good company, and in a good space. Pays a dividend. Doesn’t think you have anything to worry about.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Unknown View
PAST TOP PICK BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2016-12-02 $89.000

(A Top Pick Oct 23/15. Up 20.95%.) 12 months ago, bank shares were beaten up by short sellers in New York. They continue to outperform most of the analysts’ expectations. That may continue. Still feels Canadian banks are not a bad longer-term Buy.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-12-02 $6.050

Generally, energy looks like it is going to do better. We are probably at the bottom in energy. If they are okay on the balance sheet side, you are probably okay.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
HOLD CBX-X Cortex Business Solutions Market Call (BNN TV) 2016-12-02 $2.500

A tech company based in Calgary. They have a platform through which oil companies can take in receivables. If you are a driller and work for an oil company, you would send in your invoice through this platform. Oil companies like this, because it allows them to save quite a bit of money. The stock has done poorly, because the oil market has been bad, and oil is their major customer. CEO is very good, and thinks he is going to turn it around.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
DON'T BUY CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2016-12-02 $12.130

Doesn’t know this company particularly well, but does know the media industry a little. He is very leery of this as people don’t spend a lot of time listening to radio or watching traditional TV anymore. Their eyes are glued to the Internet, which is major competition. The 9.3% dividend yield tells you people are concerned about the sustainability of it. The stock chart is not looking very good. If you own, think hard about if you think the business is viable. Look at their cash flow structure to see if they are generating enough money to pay the dividend.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2016-12-02 $108.490

Take some profits now? The banks have had a good run, and probably moving more into market performers. If you want some yield, potential growth and diversify into buying a telecom or pipeline, this might be a time, especially if you are overweight.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2016-12-02 $17.190

This has been a disappointment. The stock went up to $23-$24, and backed off to the low $20, and then into the high teens. They then came out with a huge equity issue, which absolutely killed the market, and is still sort of recovering from that. He still likes it. One of the best managed intermediate oil companies in Canada. They are in the Bakken area where they can actually produce oil and make money at $50. Close enough to the US where they have good pipeline access. That is going to improve. This would still be his choice in the market. Dividend yield of 2.09%.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
TOP PICK CZO-X Ceapro Inc. Market Call (BNN TV) 2016-12-02 $1.420

A biotech company, but they produce materials from oats. CEO is very impressive. Biotechs sometimes scares people, because they think they don’t make any money. This one actually makes money and is very profitable. They do 70% gross margins. Trading at about 12X earnings, and yet there is significant upside. The new plant can do 10X the revenue they currently do, so there is no CapX. As they fill the capacity use in that plant, it is going to be a free cash flow play. They are also testing different uses for the compound. Currently being used by Aveeno, but are also doing trial testing for combating high cholesterol. You are getting the stock for a very low multiple. Has $10 million cash in the bank.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
SPECULATIVE BUY DBL-X Darnley Bay Resources Market Call (BNN TV) 2016-12-02 $0.000

Apparently there is a shortage in zinc. This company is in the process of acquiring a pretty interesting former producing zinc mine in the Northwest Territories. It is near power, water and trains, all the things you need in a mine. Speculative, so don’t put too much into it.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
COMMENT EL-X Engagement Labs Inc Market Call (BNN TV) 2016-12-02 $0.090

This is trying to become the Nielsen ratings for social media. There is a need for this as advertisers want it. They have technology and a lot of code and have put together some interesting projects. This has been a bit of a heartbreaker. They’ve had a lot of turnover in the executive suite, and are on their 3rd CO, who owns a lot of shares. He has been averaging down and buying more stock. Thinks it has bottomed and is going to come back.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
DON'T BUY EMA-T Emera Inc Market Call Tonight (BNN TV) 2016-12-02 $44.190

Selling their interest in Algonquin Power (AQN-T). Their holding was really not that significant, and he is a little concerned about the utility group in this environment, where he expects the federal reserve to kick up rates on the 15th. If you are really keen on utilities, he would stand back and wait. You can get better rates elsewhere without that rate risk looking over your shoulder. This is not the time to rush in.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2016-12-02 $55.500

Merging with Spectra Energy, which will give them a more balanced state of about 48% natural gas and 40% oil. With the federal government approving the pipeline to Vancouver, this company lost Northern Gateway. You are looking at a better balance, and also there is going to be a new expansion of pipeline down into the Chicago area, which is going to offer more capacity for Saskatchewan. Americans are starting to talk about a pipeline running to the east coast, which would tie into Chicago. He is quite positive on this company and is looking at it again.

David Cockfield CANADIAN & ETF's UNKNOWN No View
COMMENT FLT-CN Drone Delivery Canada Corp Market Call (BNN TV) 2016-12-02 $0.000

Drones. He wouldn’t want to own a drone maker, because it is going to be a Chinese industry. Instead of drones, these people are aiming for air rights, which he finds interesting. That is an asset you can’t replicate. Management is very, very skilled. They have built and sold a number of tech companies. They’ve just signed a contract with one of the shippers. He believes drones will eventually play a big part in the delivery business.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Unknown View
TOP PICK GCL-T Colabor Group Inc. Market Call (BNN TV) 2016-12-02 $1.380

This is a food distributor, and is a turnaround idea. In a turnaround, there are a few things he likes to see. 1.) It should be a really simple business, because he doesn’t want some tech company that could be supplanted by something else. The company distributes food to restaurants and grocers, very simple and easy to understand. 2.) He also likes a long history, because then you could look at past financials and figure out where it might go. The stock price used to be much higher, $12, and now $1. 3.) 3.) Signs of improvement. Their business got hurt because they acquired debts, bought businesses, and didn’t pay attention to their margins which got crushed. We have now seen 2 quarters of improving margins. There has been a rights issue to fix the balance sheet to pay off some debt. They brought in an insider, someone with an impeccable 25-year track record in that business, which put $5.5 million of his own money into the rights issue. (Analysts’ price target is $0.95.)

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
WAIT GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2016-12-02 $62.530

Has a nice upward trend on technicals, but is very volatile. You really have to catch this in one of their down swings. A difficult company to analyse because it is sort of like an advertising agency, i.e. it’s mental talent in there that is doing it. Have done an excellent job and got all sorts of contracts. Big in Europe. Wait until it sells off before stepping in. Trading at almost 17X forward earnings.

David Cockfield CANADIAN & ETF's UNKNOWN No View
WATCH GIL-T Gildan Activewear Inc. Market Call Tonight (BNN TV) 2016-12-02 $36.480

Acquiring American Apparel. Gilden has been a really good operator, and it has been hard to get into a multinational company listed on the Canadian exchange. They’ve managed to have a good reputation in terms of not using slave labour, etc. and have great penetration in the marketplace. Whether this acquisition is going to work for them are not he is going to wait and see. He is going to watch and see what the news flow is, before he does anything.

David Cockfield CANADIAN & ETF's UNKNOWN No View
SPECULATIVE BUY HSM-T Helius Medical Technologies Market Call (BNN TV) 2016-12-02 $1.890

A biotech company. Speculative because they don’t have any revenues yet. They are testing out a device called The Pons, which has been shown to improve a recovery rate in people that have traumatic brain injuries and illnesses like MS. In FDA trials right now. What makes it interesting is that it is in an unmet need.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Unknown View
HOLD IBG-T IBI Group Market Call (BNN TV) 2016-12-02 $6.080

Sold his stock, but has a convertible bond. Feels it still has legs as there is a lot of infrastructure spending in the world. They specialize in urban infrastructure such as tram systems, which is a growth industry for decades. Easy money has been made, but you could still grind out some gains and he is happy to hold it.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
PAST TOP PICK IGM-N iShares N.A. Technology ETF Market Call Tonight (BNN TV) 2016-12-02 $120.460

(A Top Pick Oct 23/15. Up 9.03%.) If you want to get into the Tech sector in the US, this is a reasonable way. If the US economy is going to move ahead, as it has, tech companies can do okay.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
PARTIAL SELL IMH-CN Invictus MD Market Call (BNN TV) 2016-12-02 $0.000

Doesn’t know this company, but he has done well in the medical marijuana space. There is no question that someone is going to make money, but valuations are getting pretty stretched. He would be cautious, take some profits, and maybe buy back when things settle down.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
BUY KNT-X K92 Mining Inc Market Call (BNN TV) 2016-12-02 $0.900

Just started mining in Papua New Guinea. Unfortunately, the gold price has turned against them, so the stock is getting crushed. However, even in a lower gold environment, this is probably a Buy. People are going to discover that they are actually producing and making money. Thinks they are going to be able to attract a bigger audience and more investors, creating a higher stock price.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
COMMENT L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2016-12-02 $69.570

Long-term hold? He is not enthused about the industry. It had some good market moves when people were looking for safe places, but the competition is fierce. Everybody is getting into this field. It is such a thin margin business and so competitive that he would rather go elsewhere.

David Cockfield CANADIAN & ETF's UNKNOWN No View
COMMENT LIX-X Lithium X Energy Corp Market Call (BNN TV) 2016-12-02 $2.310

Lithium stocks in general have done very well. Lithium is a key ingredient in batteries, and there definitely is a shortage. This company has a pretty good deposit in Argentina, which is where some of the best deposits are found.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2016-12-02 $23.240

We are going into an environment where lifecos start to look attractive again. You are getting into yield spreads that are okay, better equity markets, better economies. Generally, insurance company environments have improved. Has never been a super fan of this company, because in the past there have been a lot of situations where they have come out with earnings and some surprises. Because of this, he has always favoured Sun Life (SLF-T). However, this company has now come out with some really, really good earnings with no bad surprises. However, the stock reacted in about 3 days and went straight up. He thinks it is now fully discounting the good news and is fully priced. Looking a little pricey at these levels.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT NA-T National Bank of Canada Market Call Tonight (BNN TV) 2016-12-02 $51.520

Pare back on profits? Just came out with some very good numbers. His concern with is that they were one of the best lenders. They had a pretty good spread of loans in Alberta which ended up being a significant negative. We are basically through the problem period, and they may be able to improve their write down potential. Looking like it has more upside, and this is not the time to pare back.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
HOLD NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2016-12-02 $41.000

Easy money has been made, but they have a dividend and there is room for that to grow. Also, expects there will be more gains, because the stock of buses out there is pretty old. The industry in North America has consolidated tremendously.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Unknown View
HOLD NLC-X Neo Lithium Corp Market Call (BNN TV) 2016-12-02 $1.200

Their lithium project is in Argentina, with has pretty much everything they need. There is a road not far away. A very, very good project. World-class assets. Good management.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
PAST TOP PICK NRI-T Nuvo Research Market Call (BNN TV) 2016-12-02 $5.640

(A Top Pick Oct 8/15. Up 18.06%.) A nice little company he discovered a few years ago. They had a big fight with their US distributor, and won $50 million. They got a new distribution for their topical cream and it took off. Had a bad 3rd quarter. They have a ton of cash, so there is room for M&A and new products.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
COMMENT NXE-T NexGen Energy Market Call (BNN TV) 2016-12-02 $1.760

Uranium explorer. One of the most successful stocks in the junior mining space. It did very, very well. They have a fantastic deposit that they are proving out. It has a good chance of being sold to a bigger player, but these things take time.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
COMMENT PD-T Precision Drilling Market Call (BNN TV) 2016-12-02 $7.400

One of Canada’s leading drilling companies. It looks like energy is coming back. Pick axe companies really move, and he thinks you are in the early stage. Thinks OPEC is going to move the price higher and this is a good time to be buying energy services.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Unknown View
PAST TOP PICK PIF-T Polaris Infrastructure Market Call (BNN TV) 2016-12-02 $14.600

(A Top Pick Oct 8/15. Up 47.87%.) Operates a geothermal plant in Nicaragua. They basically punch holes in the ground, draw steam up, and it turns turbines. This also has a US$ dividend. He still likes this and thinks it still has upside. Payout ratio is 50%.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
HOLD PZA-T Pizza Pizza Royalty Market Call (BNN TV) 2016-12-02 $16.140

A royalty Pool. A wonderful business and really well run, and pizza never goes out of style. They have a very dominant position in the market. Feels that the dividend grinds higher year-over-year.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
HOLD SHOP-T Shopify Inc. Market Call (BNN TV) 2016-12-02 $58.990

A very successful Canadian Tech company. This has done very, very well. If you are helping people to sell on the Internet, you are in a very good space.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN No View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2016-12-02 $42.820

If you are late into the oil sector, this company with its refining assets is the solid citizen of the pack. You are not going to get a huge lift. The stock has been more sideways and volatile on a week to week basis. That reflects a very high quality, well-managed, good debt ratio oil company. If you are very cautious, this is probably not a bad stock.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2016-12-02 $33.660

This has taken off like a rocket, mainly because of the huge run up in coal prices which he thinks is unsustainable. It all has to do with the Chinese doing this thing and the other thing. You can’t really base your investment strategy on what the Chinese are going to do next week or next month. Feels this is significantly overpriced, and represents a real risk to its holders.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2016-12-02 $63.320

He was a little disappointed in their last result. The Canadian results were a bit soft. His disappointment was that the US numbers weren’t better, but thinks they are going to get better. The US regulatory climate looks like it is going to get better. Dividend yield of 3.47%. (Analysts’ price target is $65.43.)

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2016-12-02 $58.660

Will Canadian large cap bilateral companies move to the US with Trump’s dropping of corporate taxes by 15%? These are things that are over the horizon. If it begins to go that way, the Canadian government will have to react. Canada has managed to be lower than the US previously, and we don’t seem to be that concerned about deficits. We have to be competitive with the US on things like this. Thinks our government will react. Feels this company is going to be a big beneficiary of Trump.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
TOP PICK VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2016-12-02 $55.880

This is a strange one. It is a Canadian company, but the majority of assets are in Europe and off Ireland’s coast. It’s not North America so you don’t have some of the problems there. Runs a very tight shop in Europe. They’ve managed to keep their balance sheet in good shape. With higher oil prices, that is just going to add. The dividend yield of 4.62% looks safe. (Analysts’ price target is $57.50.)

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
PAST TOP PICK XEG-T iUnits S&P/TSX Capped Energy ETF Market Call (BNN TV) 2016-12-02 $14.030

(A Top Pick Oct 8/15. Up 17.01%.) It is harder in an industry when there is no cooperation, but they always seem to come together eventually. He thinks energy still has room to run.

Fabrice Taylor NORTH AMERICAN - SMALL UNKNOWN Yes View
PAST TOP PICK ZEQ-T BMO MSCI Europe High Quality Market Call Tonight (BNN TV) 2016-12-02 $17.280

(A Top Pick Oct 23/15. Down 1.64%.) This is supposed to be the European Index, but really looking at the individual securities, it is very much England, Switzerland and Germany. The BREXIT thing came along and that threw a real curve. He is letting this sit for the moment as he thinks there is still some potential.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-12-01 $0.020

Market. What Trump plans to do is to reverse course from what has been going on for the past 8 years, and take away the emphasis on monetary policy and low interest rates, and move over to fiscal policy. There are 4 things coming along. 1.) Tax cuts, which can be fairly quick, and would be a nice boost for corporate profits. 2.) Up to $5 trillion of infrastructure spending, designed for all those people who have lost their jobs. 3.) Potential changes to the Dodd-Frank act for the banks. 4.) A major repatriation of all of the overseas cash that is sitting in bank accounts of many corporations. These things are quite bullish for the market. He suspects that the US$ is going higher, and gold is going lower. You put your money into the financial stocks, which are going to be huge beneficiaries.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-01 $0.020

Market. He had been quite cautious on bonds prior to the US election. There is still risk out there. There is going to be uncertainty as to how US policies will be implemented, and if the Trump administration is protectionist at all. So far, he seems to have moderated some of his views. Talking about tax cuts, deregulation, infrastructure spending all of which are generally very pro-growth and good for business, and ultimately good for the US economy and equities.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-01 $0.020

Marijuana stocks? He wouldn’t invest in any marijuana stocks. If you have made some money, he would suggest you take some profit. A lot of these companies are growing quickly and could become much bigger, but looking at the valuations and market capitalizations that are being placed on these companies, it is reminiscent of the tech boom back in 1999 and 2000.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-01 $0.020

Will the growth in a dividend stock negate any negativity from a rising interest rate? In the short term, there is a risk that you get a rotation impacting companies, but if you have a company where the dividend can consistently increase, investors are generally willing to pay for that. If you have a long-term view and you like dividend stocks, these types of companies are not a bad place to be.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-12-01 $0.020

Canadian Banks. These have been good long term stocks to own, but in general, US banks are more attractive. They’ve been depressed and valuation multiples have been about the same as Canadian banks. However, the environment is going to be better as far as rising rates for better net interest margins. The US housing market has recovered, but still has room to grow, whereas the Canadian housing market has concern that it is at a peak and is leveling off.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
PAST TOP PICK ABX-T Barrick Gold Market Call (BNN TV) 2016-12-01 $20.020

(A Top Pick Jan 26/16. Up 49.48%.) The stock actually got up to $31, and had a 40% correction from the top. He has a technical line in the sand at about $14. He is concerned about the price of bullion in the next while.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT AD-T Alaris Royalty Market Call Tonight (BNN TV) 2016-12-01 $22.820

Almost like a private lending business where they have different stakes in companies through loans or preferred share agreements. Some of those have been troubled recently which has caused the share price to come off. He is not fond of the business model and they have a reasonable amount of debt which he doesn’t like. Some of the underlying investments have not been doing all that well.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
PARTIAL SELL ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-12-01 $60.190

He is steadily selling off his holdings. It has exceeded its FMV by about 20%. The stock has done well, but to keep going the way they have, they have to make larger and larger acquisitions. His experience with consolidators is that eventually they reach the stage where they make a catastrophic acquisition, and the stock goes down.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BA-N Boeing Market Call (BNN TV) 2016-12-01 $152.390

Boeing (BA-N) or Delta (DAL-N)? A fine company with a fine management, but absolutely incompetent as far as their capital market sense is concerned. They’ve been buying back stock again and again. You would’ve thought that if they had bought back all that stock, earnings would have been going up, but they are sliding down instead. They should stop buying back stocks, because essentially, they are buying back a little bit of BV, and a whole lot of air. Trading at about 16.5X BV, which is very high. Delta trades at about 2.5X BV. He would buy Delta and forget Boeing.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK BAC-N Bank of America Market Call (BNN TV) 2016-12-01 $21.500

He likes the US banks across the board. This is trading at about its nominal Book Value, a discount to what he would call his Fair Market Book Value. It has huge upside potential, and he thinks that potential is going to grow under the Trump administration. Dividend yield of 1.37%. (Analysts’ price target is $20.07.)

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BPY-N Brookfield Property Partners Market Call (BNN TV) 2016-12-01 $20.830

A little overvalued. The last few months have been characterized by weakness, particularly in the commercial property stocks. Higher rates are going to hurt stocks to some degree, but with the economy continuing to be strong and infrastructure spending, that can only help.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK BRB-T Brick Brewing Company Ltd. Market Call Tonight (BNN TV) 2016-12-01 $3.120

(A Top Pick Jan 28/16. Up 63.08%.) There have been a lot of good things happening. They’ve been growing and have a brand-new facility in Waterloo. Have been winning new contracts to fill that capacity up. There has been a huge amount of legislative change in Ontario in the beer industry, which is allowing craft brewers like this one, to get a lot more space on the shelves.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
TOP PICK CBI-N Chicago Bridge & Iron Co. Market Call (BNN TV) 2016-12-01 $33.680

Essentially an infrastructure stock with about 60% of their business focused on energy, of which LNG is a big part. They also do a lot of general infrastructure work. The stock is cheap. Dividend yield of 0.83%. (Analysts’ price target is $36.08.)

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CRM-N SalesForce.com Inc. Market Call Tonight (BNN TV) 2016-12-01 $68.460

A great company. The stock hasn’t gone up a lot, and is still trading at a very high valuation level. You are paying for a lot of good things to happen. Today, when there are so many good companies that are still growing and have pretty powerful brands, they are more attractive from a valuation standpoint, and those are the things that he is looking at. You are taking more risk in a name like this that is trading at a 70X earnings multiple.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
DON'T BUY CWB-T Canadian Western Bank Market Call Tonight (BNN TV) 2016-12-01 $30.310

He likes the financial sector, but believes the US banks are the better place to invest right now. A well-run company, but the stock is up quite a bit in recent months, probably around optimism on oil prices. The stock is not overly cheap. Feels there are better places to invest in, in financials.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2016-12-01 $3.550

Very, very cheap. Sells at Price to Book at about 3. Of that book value, to all sense and purposes, it is all “goodwill”, which he might refer to as water in a portfolio. Analysts have been slow in pulling down their earnings forecasts.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY DAL-N Delta Air Lines Inc Market Call (BNN TV) 2016-12-01 $47.770

Boeing (BA-N) or Delta (DAL-N)? This just rebounded off a beautiful price low at 2X Book. The stock is cheap. Its FMV is 85% higher than the current price. He would buy this and forget Boeing.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY DH-T DH Corporation Market Call Tonight (BNN TV) 2016-12-01 $18.920

(Market Call Minute.) Stay away from this. There is too much debt on the balance sheet. They recently cut their dividend.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
BUY on WEAKNESS DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-12-01 $98.940

(Market Call Minute.) A great branded company with a lot of good businesses. This is one to own for the long-term, and on any pullback, he would look to buy it.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2016-12-01 $102.450

A great growth story in Canada over many, many years. He is not attracted to it because of valuations. The question is how much more can they continue to expand. Also, they may suffer a little in this environment where investors rotate out of these types of names. Not a bad company, just a little expensive for his liking.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
PAST TOP PICK ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2016-12-01 $34.350

(A Top Pick Jan 26/16. Up 30.95%.) This stock is now getting to the point where it is now starting to get on the expensive side. Dividend yield of 5.4%.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK FFH-T Fairfax Financial Market Call Tonight (BNN TV) 2016-12-01 $637.600

This has come off quite a bit recently, giving investors an opportunity to buy a high quality, global property/casualty insurance business. It is firing on all cylinders. For a long time, they’ve had an incredible long-term track record, but for the last number of years returns haven’t been as good. You have the insurance business operating at low 90%-91% combined ratio, so they are earning a lot of money there. Recently took off a lot of their equity hedges and got out of a lot of their bonds just before the election. There are now in an enviable position where they can redeploy their huge amount of cash into higher yielding investments. Trading at close to BV. Dividend yield of 2.28%. (Analysts’ price target is $764.97.)

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
BUY on WEAKNESS FTS-T Fortis Inc. Market Call (BNN TV) 2016-12-01 $40.190

If you have some patience, and are not rushing to buy this, perhaps you could wait. At $44, the stock came hard against some pretty impressive technical resistance, and backed off about 10%. He would like it to come back another 10%.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY GE-N General Electric Market Call Tonight (BNN TV) 2016-12-01 $31.390

(Market Call Minute.) A great way to participate in an improving US economy. They’ve made a big bet on energy, so this is another way you can get some leverage to the energy sector. A good solid business and they pay a nice dividend.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
HOLD GIL-T Gildan Activewear Inc. Market Call (BNN TV) 2016-12-01 $36.290

A fairly, highly valued stock. It has been growing nicely, but when they get to the stretched end of their valuation range, he backs away. Wouldn’t rush out to buy this.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2016-12-01 $72.840

This has had one heck of a correction off its top, about 12 months ago. He has a downside target of $70, which would be a very, very attractive level to buy. Forecasted earnings are sloping off a bit, but the forward PE is only 6.75% times, the upside potential is over 100% and the company has a very nice balance sheet. If he can find this on good technical support with solid value, it’s the kind of stock that can give you quite a bounce.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY HBC-T Hudson Bay Co. Market Call (BNN TV) 2016-12-01 $14.920

Can they compete with Nordstrom (JWN-N)? It falls on Nordstrom to prove that they can compete. Hudson’s Bay has had a sharp earnings fall off, and the stock remains quite a bit above its FMV. He would not be invested in this company.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2016-12-01 $14.920

A cheap stock and they are doing everything they can. Have made a lot of acquisitions and now owns Saks. They’ve expanded in the US. They are trying to focus on the higher end consumer, as opposed to being stuck in the middle and facing competition from the Walmart’s etc. A very, very difficult business and is obviously in secular decline.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
COMMENT HSE-T Husky Energy Market Call Tonight (BNN TV) 2016-12-01 $15.770

This is positioned to benefit, like many of the other large cap energy companies, from rising oil prices. It’s a big company with great assets. To the extent that they are going to get into the pipeline business, those assets are more stable and less volatile. Trading at a reasonably low cash flow level.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
BUY IBG-T IBI Group Market Call Tonight (BNN TV) 2016-12-01 $6.000

An engineering construction company, focused more on the architectural side. Poised to benefit from the infrastructure spending. They are also benefiting from the condominium boom where they are doing a lot of development and architectural work in Canada and the US. It had always been a good steady business, but they had too much leverage, and have been working hard to reduce that. As they reduce the debt, value will transfer from debt holders to the equity holders, and the share price will gradually increase over time.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
COMMENT INTC-Q Intel Market Call (BNN TV) 2016-12-01 $33.760

Earnings keep ratcheting upwards. Also, they have a superb balance sheet. FMV is about 50% higher than what it currently is. High-tech stocks, which were the winners in the Obama market, have been sloping off. He would love to buy this at about $29-$30, which is where you get really, really solid support.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
SELL JNJ-N Johnson & Johnson Market Call (BNN TV) 2016-12-01 $111.380

This is expensive. It is at a very high valuation level on a Price to Book basis. His FMV was about $125 with a technical ceiling at about $130. Thinks the stock has pretty much had it, and he wouldn’t be invested in it.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2016-12-01 $81.790

(A Top Pick Jan 28/16. Up 46.02%.) Even though the stock has had a good move recently, people don’t necessarily appreciate that these banks have been under such a difficult operating environment for so many years. This is still reasonably cheap, and could look even cheaper if the earnings go up a lot.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
COMMENT LNR-T Linamar Corp Market Call (BNN TV) 2016-12-01 $54.550

Magna (MG-T), Linamar (LNR-T) or Martinrea (MRE-T)? His preference has always been for Magna or Linamar, and as of late it has been for Linamar. Martinrea is certainly cheap here, but their plant is older and doesn’t quite have the oomph behind it that the other 2 do.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY on WEAKNESS MA-N Mastercard Inc. Market Call Tonight (BNN TV) 2016-12-01 $100.180

If you have a long-term time horizon this is a great company. A secular growth story, and if you believe that the trend of less cash and people spending more money with credit cards, a sort of a cashless society eventually, it would probably not be a bad time to buy when there is a reasonable pullback of 5%-10% in the share price. Not a cheap stock.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2016-12-01 $23.440

This is definitely a beneficiary if bond yields go up. They’ve had some lovely earnings. This is basically a global company that happens to be headquartered in Canada. It will be a beneficiary of rising interest rates. Dividend yield of 3.13%. (Analysts’ price target is $24.03.)

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD MFI-T Maple Leaf Foods Market Call Tonight (BNN TV) 2016-12-01 $28.000

He still likes this. Everything is going well for them. Margins are improving, the balance sheet is pristine, they have a lot of extra cash, and have been looking at acquisitions. The recent dip and underperformance in the share price is entirely related to this sector rotation, where people don’t want to be in safe food stocks, but want to get into cyclicals. A weaker Cdn$ will benefit them and a stronger US economy will benefit them. There could even be a possibility of them being acquired by a US company.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-12-01 $56.380

Magna (MG-T), Linamar (LNR-T) or Martinrea (MRE-T)? His preference has always been for Magna or Linamar, and as of late it has been for Linamar. Martinrea is certainly cheap here, but their plant is older and doesn’t quite have the oomph behind it that the other 2 do.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT MRE-T Martinrea Market Call (BNN TV) 2016-12-01 $7.710

Magna (MG-T), Linamar (LNR-T) or Martinrea (MRE-T)? His preference has always been for Magna or Linamar, and as of late it has been for Linamar. This is certainly cheap here, but their plant is older and doesn’t quite have the oomph behind it that the other 2 do.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
SELL NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2016-12-01 $41.570

This stock has had a big run. Not a really expensive stock, but not a cheap one. Because they are dependent on states and government budgets, there is inherent risks. Given the run it has had, it is not a bad time to take profits.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
COMMENT PBH-T Premium Brands Holdings Corp Market Call Tonight (BNN TV) 2016-12-01 $67.650

This has been a very good stock for the last number of years. Not cheap. The recent volatility has nothing to do with the company, but more to do with the sector. People have been selling what have been deemed as “safe stocks”, and this would fall into that category. These companies could come down as money rotates into other areas of the market.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
PAST TOP PICK PBL-T Pollard Banknote Ltd Market Call Tonight (BNN TV) 2016-12-01 $8.160

(A Top Pick Jan 28/16. Up 10.77%.) A great little business run up of Winnipeg. Owners have a fair amount of equity stake along with the shareholders. One of the largest producers of instant scratch tickets globally. A growing business that is steady. Not expensive. Recently had a plant expansion in the US, which gives them a chance to grow.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
BUY PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2016-12-01 $31.460

This has suffered like other pharmaceutical companies from the perception that there is going to be a lot of pricing pressure and a lot of negative sentiment. With the recent change in the US, and the Trump administration poised to have a more supportive regulatory environment, this is a pretty interesting opportunity. Trading at 13X forward earnings with a dividend yield of 3.8%.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
COMMENT S-T Sherritt International Corp. Market Call (BNN TV) 2016-12-01 $1.240

This has gone into the tank, and the balance sheet has fallen away as they have taken off write-offs. It is now rallying with the metals. They are scheduled to lose another $.89 a share this year, which could erode the BV even further.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2016-12-01 $58.510

Just announced that the CEO is stepping down, and the stock was down 3.5% after hours. That was an overreaction when you think about the magnitude of the chain and the market cap it represents. He is still going to be executive Chairman.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
COMMENT STN-T Stantec Inc Market Call (BNN TV) 2016-12-01 $36.210

The chart was drifting down, down, down and away, and then all of a sudden along comes Mr. Trump and gives North American infrastructure stocks a shot in the arm, and the stock jumped. There is quite strong overhead resistance at about $37, and his FMV is about $42, so the stock can move higher from here, but is not fabulous value until something interesting comes along.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK SVI-X StorageVault Canada Market Call Tonight (BNN TV) 2016-12-01 $0.000

Management are very astute investors in the sector of storage. Not a cheap stock, trading at a fairly low cap rate. For public storage units, all the trends are going in the right direction. People living in smaller spaces like condominiums with less storage space available, people accumulating more and more junk over time. This is a leader in Canada and they are consolidating and growing. Dividend yield of 0.85%. (Analysts’ price target is $1.47.)

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
PAST TOP PICK T-T Telus Corp Market Call (BNN TV) 2016-12-01 $41.600

(A Top Pick Jan 26/16. Up 14.9%.) Had chosen this as a low risk company with a decent dividend. It has paid off without being spectacular. He still likes the company.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TV-T Trevali Mining Corp Market Call Tonight (BNN TV) 2016-12-01 $1.320

(Market Call Minute.) This is interesting. It is levered to zinc, and is one he is looking at. There is a supply deficit in zinc.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
SELL UL-N Unilever PLC Market Call Tonight (BNN TV) 2016-12-01 $39.170

(Market Call Minute.) Expensive. There are a lot of other places to invest in the market.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
COMMENT V-N Visa Inc. Market Call (BNN TV) 2016-12-01 $75.430

Trading at about 30% above FMV. A lot of stuff that was working in the Obama market, looks as though it is unwinding in the Trump market. All those stocks got very, very expensive in what was essentially a monetary market, and may now be switching around. This is not cheap.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY on WEAKNESS V-N Visa Inc. Market Call Tonight (BNN TV) 2016-12-01 $75.430

(Market Call Minute.) Great, long term growth story. Probably a good one to buy on any type of material pullback.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
COMMENT WCP-T Whitecap Resources Market Call (BNN TV) 2016-12-01 $12.120

This has run way, way ahead of its earnings. The consensus earnings is $0.21, which puts quite a healthy P/E ratio on it. Essentially, baked into the current price, is a higher oil price, possibly quite a bit higher. At the current price, it is up against some technical resistance. When you invest in oil companies, you are now speculating that oil prices are going up. If you are wrong, some of these companies are so far away from anything that resembles a reasonable value, that you have big downside risks.

Ross Healy NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK WFC-N Wells Fargo Market Call Tonight (BNN TV) 2016-12-01 $54.340

He likes the US banks. This one, in particular, has lagged the group because of some of the problems they had earlier this year. Trading at a pretty reasonable valuation multiple. As interest rates move up, the net interest margins are going to expand significantly. Doesn’t think people appreciate how much earnings upside these banks have if net interest margins normalize. Over the next few years, there could be 50%+ upside on earnings per share. It is only trading at 12.5-13 times earnings. Dividend yield of 2.8%. (Analysts’ price target is $53.10.)

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-11-30 $0.020

Market. The ground has shifted since Donald Trump’s election. He has come in with a view of lower taxes, “Making America Great Again” and interest rates have gone up 75 basis points in the last 3 weeks. Thinks we are in a decisive turn on bond yields. It is possibly the thirty-year turn. Yields have got ridiculously low. Commodities now have bids that we have been waiting decades to see.

Lyle Stein CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-11-30 $0.020

Convert Cdn$ to US$ or buy Cdn stocks that have a lot of US exposure? He buys US stocks for areas in the marketplace that we don’t have in Canada. In the next 12 months, he believes the US will outperform Canada by quite a bit. More importantly, US interest rates are prone to rise faster. Owning Canadian companies with US operations gives you a secondary effect.

Lyle Stein CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-11-30 $0.020

Market. He sees the market move as a secular one. It took years to develop, and it will take years to unwind. Although November was a catalyst that allowed for the acceleration of the process, it really started earlier than that. The 10-year treasury bottomed in July at about 135, and is now about 1% higher. Interest rates had generally started to move, and some of the related industries reacted to that. Anyone looking at what has happened over the last couple of weeks, might be thinking it is too late and that they can’t get into this rotation, should think again. He thinks it will go on for some time. Over time the reflation trade moves that we have seen will continue, and will reward the types of companies we have seen over the last couple of weeks. About 95% of his clients have a balanced portfolio, and in the fixed income portion, he has been very short on the curve. That has allowed him to come out of this with a very short duration of around 2 years. Currently he is about 50% overweight in the financials.

Gordon Reid US EQUITIES BULLISH _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-11-30 $110.520

Holding 10% in a portfolio. Cash out? 10% is pushing it in terms of concentration. He would prefer about half of that in a 20-stock portfolio, and would recommend taking a little off the table.

Gordon Reid US EQUITIES BULLISH Unknown View
COMMENT AGN-N Allergan PLC. Market Call Tonight (BNN TV) 2016-11-30 $194.300

United Therapeutic (UTHR-Q) or Allergan (AGN-N)? This is a tough one because they are 2 very different companies. Of the 2, this is a much larger company and more broadly-based.

Gordon Reid US EQUITIES BULLISH Unknown View
COMMENT AP.UN-T Allied Properties REIT Market Call (BNN TV) 2016-11-30 $33.890

Its assets are wonderful old buildings all across Canada. A very unique asset class. These are hot and where you want to be if you are a hip kind of company. It has been really well run with a strong kind of discipline. It can be volatile, and most recently because of interest rate increases and the decline in REITs in general. This is one of the favourite REITs, and has suffered alongside most REITs. Dividend yield of 4.5%.

Lyle Stein CANADIAN UNKNOWN Unknown View
COMMENT ARE-T Aecon Group Inc Market Call (BNN TV) 2016-11-30 $15.630

This is an infrastructure play, and the Trudeau government has made it very plain that he is going to use fiscal policy to spend on infrastructure to keep the Canadian economy growing. This company participates in the pipelines. All of this is positive.

Lyle Stein CANADIAN UNKNOWN No View
COMMENT BA-N Boeing Market Call Tonight (BNN TV) 2016-11-30 $150.560

(Market Call Minute.) They are in full production of the 787 Dreamliner and the 737 Max. It’s all about having better technology, more fuel efficiency which just go straight to the bottom line of airlines. This is a cash flow story.

Gordon Reid US EQUITIES BULLISH Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2016-11-30 $21.120

Bank of America (BAC-N) or Wells Fargo (WFC-N)? US banks have gone on a tear because there is a belief that net interest margins are going to go up. Bank of America is a little steadier while Wells Fargo is more of a higher risk/high reward. (See Top Picks.)

Lyle Stein CANADIAN UNKNOWN Unknown View
TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2016-11-30 $21.120

Probably the most levered money centred bank to the change in interest rates. The CEO was quoted that a 1% move in interest rates would lead to about a $5 billion net income for the company. That represents about $.50 a share. If you put a 10, 11 or 12 multiple on that, you have some serious movements of the stock. Dividend yield of 1.42%. (Analysts’ price target is $19.90.)

Gordon Reid US EQUITIES BULLISH Yes View
COMMENT BHI-N Baker-Hughes Market Call Tonight (BNN TV) 2016-11-30 $64.330

The oil service business has had its ups and downs, and was really reliant on drilling activity. Most of his exposure is in the Canadian market. He prefers Halliburton (HAL-N).

Gordon Reid US EQUITIES BULLISH No View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2016-11-30 $12.360

This has had a rally in the last few weeks, and like all commodity stocks it participated in the post Trump euphoria. The price of uranium has been a significant disappointment. We really haven’t seen a cleaning out of excess supply. He would like to see significant announcements with respect to sustaining the life of these nuclear reactors in the US, and a reaffirment of the Japanese strategy to restart reactors.

Lyle Stein CANADIAN UNKNOWN No View
TOP PICK CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2016-11-30 $118.510

We are in a much more favourable regulatory environment, and feels this company is a wonderful entry. This is a bio pharma, as opposed to a chemical pharma. Unlike past years where they traded at a 2X and 3X multiple, they are now trading at or below the multiples of the traditional pharmas. Also, growth metrics are much, much better and much more exciting. Feels this has a long way to go. (Analysts’ price target is $139.08.)

Gordon Reid US EQUITIES BULLISH Yes View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2016-11-30 $105.980

This has a nice dividend yield, and they have the ability to raise that. He likes it because they haven’t gone out and made huge bets in Latin America, US markets, etc. They have a very good discipline of returning capital.

Lyle Stein CANADIAN UNKNOWN Yes View
HOLD CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2016-11-30 $45.330

An excellent Canadian company. Its track record is impeccable. He is looking at this as a potential additional oil name as he adds more to his oils. If oil stays north of $50, this stock is going to go well north of $50. When the world wakes up to Canada and Canadian oil, this will be one of those “go to” names.

Lyle Stein CANADIAN UNKNOWN No View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2016-11-30 $3.550

Not a company that is investable at the current price. They have a massive debt load. The UK is changing the rules with respect to generic drugs. They’ve had management changes. Incredibly speculative.

Lyle Stein CANADIAN UNKNOWN No View
Showing 1 to 120 of 159,074 entries
<< < 1 2 3 4 5 > >>