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

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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 Berman's Call 2014-09-15 $0.020

Markets.  He thinks we had the economic recovery because we had ultra low interest rates.  He is waiting to see what economic performance we get when the FED raises interest rates.  1 in 5 people on the US are still on food stamps, so he is not sure they have fixed anything.  If Scotland separates the issue is North Sea oil.  The issues are also how much of the debt do they assume and will they have their own currency.  There would be brutal cuts to social services.  If Scotland and its oil were to leave the UK this would be a problem.  Maybe at the end of the day it will not pass.  There are all kinds of destabilizing factors linked to this potential event.

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-09-15 $0.020

Educational Segment.  Liquidity trap.  October is the last time they are doing QE.  They are pricing in the first move by next June.  You have to understand what the fixed income markets are going to do.  We won’t have the liquidity from the FED, although Europe will fill in some of the lost liquidity.

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-15 $0.020

Markets.  You look at the VIX and other indicators and there is not a lot of fear out there.  Yet things in the markets are deteriorating.  He likes buying when people are afraid.  You can’t argue the market is cheap any more.  Thinks you could easily see this market down 15%.  A 5% correction would create panic and down it would go.  In the past you never knew what the catalyst for a pullback would be.  You could still have a breakout to the upside where the market goes up in one final frenzy.  There are less and less stocks participating in the advances. 

John Zechner NORTH AMERICAN - LARGE BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-15 $0.020

Markets. The fall historically starts as the weakest time period of the market. September 16 through to October 9, the market has recorded an average decline of 1.8% and has been negative 18 of the last 30 periods. We’re still seeing very low levels of volatility in the market. The VIX is 14 right now and historically it should be about 24. It could still go much higher. Seeing all the turmoil we are seeing including some of the headlines and the coming elections, there are a lot of catalysts that could lead to a drawdown in stocks. You want to take advantage of this weakness. There are appealing buying levels during the period of seasonal weakness ahead. S&P 500 shows a significant rising wedge pattern. If we break below the lower limit, currently at 1950, there could be significant downside potential. He is expecting that support line to hold.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-15 $0.020

Energy. There is normally a period of strength for energy stocks at this time of year. Oil tends to rise around hurricane season, but hurricanes have been much weaker than historical norms. Because of this energy stocks have been poor performers. He is not seeing too many positive tendencies ahead to support the trend in energy. The period of seasonal weakness starts from mid-September until about the beginning of December.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN _N/A View
BUY AC.B-T Air Canada (B) Market Call (BNN TV) 2014-09-15 $9.050

You have to have strong stomach.  Your upside is that much more because of the volatility.  They improved their cost structure dramatically, usage is higher and you are getting some interest from international investors.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
TOP PICK ADM-N Archer Daniels Midland Company Market Call Tonight (BNN TV) 2014-09-15 $50.560

The 3 Top Picks are “Buy on Weakness” plays. Agriculture products tend to do well from August all the way through to the end of the year. However, we have seen grain prices get crushed preventing fertilizer stocks from doing well. This is just a food processor so it doesn’t have that fluctuation. On average, it gains about 16% from the beginning of August through to the end of December and has been positive 90% of the time.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN No View
PAST TOP PICK ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-09-15 $6.600

(Top Pick Nov 28/13, Up 2.47%) First there was fear they would not get the money and that put pressure on the stock, then the financing came in and a new set of sellers emerged.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
WEAK BUY BAC-N Bank of America Berman's Call 2014-09-15 $16.740

The jury is still out.  Ultimately the too-big-fail-banks will have challenges.  There will be big run ups and then pullbacks.  You want to buy them on pullbacks.  It will be with more volatility than in the past couple of years. 

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
WAIT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-09-15 $27.890

This has been doing poorly in the summertime, along with the rest of the sector. Seasonal strength for industrial stocks like this tends to be from the end of October through to May. Right now this is in a significant decline.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
SELL BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2014-09-15 $3.690

He has traded a couple of times.  He threw in the towel in the last few weeks.  The ‘C’ series is just not getting off the ground.  The regional market is growing, but a lot of it is now spoken for.  The rail and private jet divisions are doing fine, but there is risk it does not get off the grown or the company does not grow.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
WEAK BUY BTO-T B2Gold Corp. Market Call (BNN TV) 2014-09-15 $2.270

Grown almost entirely through acquisition.  Strong operators.  Gold guys rather than financial guys running the company.  Only one he owns, looking to add back to the position at this point.  Gold is at a critical level.  It really needs to hold this level.  He is worried about Asian and far East demand softening.  He is comfortable being underweight gold at this point.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
DON'T BUY BTO-T B2Gold Corp. Market Call Tonight (BNN TV) 2014-09-15 $2.270

Gold stocks have been disappointing. This one has been much weaker than the industry itself. It is now reaching the end of seasonal strength for gold stocks as well as gold itself. You won’t have much help on a seasonal basis for the next few months. Gold ETFs have been charting higher lows, but this one has just been breaking down through levels of resistance. It could still fall much further.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN No View
HOLD CLS-T Celestica Inc Market Call (BNN TV) 2014-09-15 $11.890

Has never been comfortable with the story.  They are an outsourcer with very low margins.  They are still growing on a global basis, however.  They are manufacturing, not technology.  He would have a look at it if it was below $12 [which it is now].

John Zechner NORTH AMERICAN - LARGE BEARISH No View
SELL CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-09-15 $45.410

(Market Call Minute) It’s a good story, but is heavy oil and he wanted to take his energy weighting down.  Hold at best, but more likely a sell.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
HOLD CNR-T Canadian National R.R. Market Call (BNN TV) 2014-09-15 $80.110

Don’t add money to rails right now.  They have been a phenomenal story until now.  There is a limit to how far you can take these based on valuation alone.  He would take profits right now in CP-T and hold CNR-T.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
BUY on WEAKNESS CWO-T iShares Broad Emerging Market ETF Berman's Call 2014-09-15 $32.010

Does not use it.  It is a smart beta type index, which he likes.  It filters out some of the weaker stocks.  However, he thinks the emerging markets will underperform so only buy them on pullbacks.

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
TOP PICK DIS-N Walt Disney Market Call (BNN TV) 2014-09-15 $90.080

(Top Pick Nov 28/13, Up 28.98%) These guys are in the right spot.  It is all about content and delivery in media.  They have done it better than any other company out there for 50 years.  Look at Marvel comics.  Theme parks, gaming, consumer side.  They have the whole package.  You are getting growth, more than a market multiple.  The premier growth stock in North America.  Content, Star Wars, Marvel, ESPN.  Buy it and put it away.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
DON'T BUY DML-T Denison Mines Corp Market Call (BNN TV) 2014-09-15 $1.340

(Market Call Minute) Still thinks uranium will struggle for a while.  Ultimately it is a good story, but it will trade in a range for a long time yet.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
HOLD DOW-N Dow Chemical Market Call (BNN TV) 2014-09-15 $53.040

You won’t get that much growth, but soft oil prices could benefit them.  It had a decent run in the past two years.  There is not a ton of upside, but there is a possibility of some earnings growth.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
SELL EFN-T Element Financial Market Call (BNN TV) 2014-09-15 $14.040

It is a good long term story.  Valuation got ahead of itself a while ago.  But they continue to do acquisitions and the business model is working.  With a pullback in the market, this one would get hit hard because they depend on the capital markets for funding.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
WEAK BUY ENB-T Enbridge Market Call (BNN TV) 2014-09-15 $54.650

(Market Call Minute) Does not like pipelines.  If you forced him to own one he would take this one.  That whole group is expensive because of being a safety and low interest rate.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
PAST TOP PICK GDX-N Mrk Vectors Gold Miners ETF Market Call Tonight (BNN TV) 2014-09-15 $23.910

(A Past Pick July 31/14. Down 7.72%.) Gold took off in June and then flat lined July and August. This was followed by the parabolic rise in the US$, which crushed all commodities. This looked like it was forming a long-term basing pattern. The bad news is that the seasonal period for gold is coming to an end in September. However, from a technical perspective, he is seeing the higher lows continuing, so it could be charting out a significant long-term basing pattern. If it breaks above $28, be a Buyer, because it could go significantly higher. The implied target is about $35.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Yes View
WAIT GE-N General Electric Market Call Tonight (BNN TV) 2014-09-15 $25.920

Industrials had been poor performers this summer. Have underperformed the markets quite aggressively. Chart is showing a series of lower highs, so it is not too favourable over the near-term. Industrials do not perform well over the next 3 weeks. You want to buy industrials more towards the end of October but for this one specifically, from January into April.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
SELL GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-09-15 $100.990

Biotechs have been a great performer this summer. The period of seasonal strength for biotechs is from April all the way through to the end of September. This had a phenomenal run through that period. However, the period of seasonal strength is coming to an end and there has been some weakness in these momentum names. This is the time to take your profits.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
SELL GS-N Goldman Sachs Market Call Tonight (BNN TV) 2014-09-15 $183.980

Financial stocks tend to do well in the first 4 months of the year, but this one is a bit different. It can do well in the summer, June until about right now. Chart shows a huge run-up in the stock. The trend is favourable right now but we are reaching the end of the seasonal strength and we are liable to enter a period of seasonal weakness, which stretches through to November. If you own, he would suggest taking profits now. Seasonal strength is January through to April.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
PAST TOP PICK HFR-T HAP Floating Rate Bond ETF Market Call Tonight (BNN TV) 2014-09-15 $10.190

(A Past Pick July 31/14. Up 0.18%.) This is really his cash holding and allows him to create a market neutral portfolio, during a time when the market is rather volatile.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Yes View
COMMENT HNU-T HBP NYMEX Nat'l Gas Bull+ Market Call Tonight (BNN TV) 2014-09-15 $11.360

Natural gas right now is looking rather appealing. The chart shows it has been forming a basing pattern over the last few months. It is now coming into the period of seasonal strength for natural gas. From about now through until November, natural gas tends to do well. If we see support hold at about $3.70, you would expect this to go significantly higher. Looking favourable for a move higher through to November. Because this is leveraged to 2X the price of natural gas, you have to be nimble.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
TOP PICK IYT-N iShares Dow Jones Transport ETF Market Call Tonight (BNN TV) 2014-09-15 $152.970

The 3 Top Picks are “Buy on Weakness” plays. This tracks transportation in the US. If it becomes oversold in the next few weeks, that would be an opportunity to Buy. Seasonal strength for transportation stocks tends to run from beginning of October through to the beginning of December.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN No View
HOLD L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2014-09-15 $55.580

Consumer stocks, particularly staples, do well from about April all the way through to November. This is basically a defensive position. Chart shows this is showing higher highs and higher lows. Everything is favourable for this. Once you get to November, you probably want to look for something more aggressive.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
DON'T BUY MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2014-09-15 $29.730

Telecoms can do quite well during this time of year. However, the chart on this one is not showing the favourable tendencies of some of the others. It is breaking down. The period of seasonal strength ends around December.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2014-09-15 $22.040

He added some on in that equity deal last week.  The valuations on life companies are a little better than banks right now.  Standard Life acquisition: he thinks they are underplaying the earnings accretion.  They’ve really turned the corner.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-09-15 $22.040

Seasonal strength tends to run from about March through until June and is positive about 80% of the time. Through the end of the year, it can be variable. If you see some weakness here, that would be an opportunity to Buy. Chart is showing a bit of consolidation at around $22.50. If it breaks out above $22.50, that would be a Buy.  He expects there will be a bit of consolidation lower than it is here. The peak period of seasonal strength is from March through to June.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
SELL MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-09-15 $118.970

Be on the sidelines in the auto industry right now.  Lots of European exposure which concerns him.  You have to step back and say there is probably not a lot of upside in this sector.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
PAST TOP PICK MRE-T Martinrea Market Call (BNN TV) 2014-09-15 $14.220

(Top Pick Nov 28/13, Up 61.28%) There was a lot of controversy around it and that was the time to buy it.  It was still growing and generating positive cash flow.  It is getting closer to an exit at this point.  He likes looking at stocks that get beaten up.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
SELL NKO-T Niko Resources Market Call Tonight (BNN TV) 2014-09-15 $1.350

This has lower highs and lower lows. Not too much positive he can say about the stock. Stay away from this. The cyclical oriented stocks not do well specifically over the next 3 weeks.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN No View
BUY on WEAKNESS OXF-T First Asset Can-Energy Covered Call ETF Berman's Call 2014-09-15 $6.900

The question is do you want to time the market or be in the market.  If you want the yield, and you are okay with some volatility, then these ETFs are nice to hold.  Over the next year the sector is probably mostly sideways.  He thinks energy stocks will pull back more over the next 6 months.

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
HOLD PD-T Precision Drilling Market Call (BNN TV) 2014-09-15 $12.500

He sold it higher.  It is pulling back.  It is getting interesting at these levels.  They are a deep driller and doing better now.  In the short term you have to look around at other factors.  $90 oil prices leave less cash to be spent on drilling.  But he does not see a problem in starting to step into it.  He would not sell it.  There is a little more room on the downside on oil.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2014-09-15 $38.180

Typically agriculture stocks do well at this time of year. The peak period of seasonal strength for fertilizers is from about the end of July until mid-September. The breakdown in the price of corn, wheat and soybeans, hasn’t benefited stocks like this. Chart is showing lower highs. However, this did have a significant reversal on Friday, which is typically a bullish sign. You want to see this move above resistance of about $35. Nothing looks favourable in the near-term.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
DON'T BUY REI.UN-T RioCan Real Estate Investment Berman's Call 2014-09-15 $26.220

We are about to go into a phase where things that are interest rate sensitive will underperform.  This one does a lot of financing so it should underperform for the next year or so.  Dividends are safe. 

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2014-09-15 $3.870

We are not seeing seasonal tendencies materialize for the price of oil or the energy sector. This is not expected to do well if the price of oil is declining quite precipitously here. On the positive side, we’re not seeing the huge negative drawdowns that we have seen for some of the other stocks. Basically this has flat lined, so you could say it is consolidating. There is resistance at about $4.30 and support at about $3.75. Those are your Buy and Sell levels. Energy stocks do not perform well between now and December.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
HOLD SU-T Suncor Energy Inc Market Call (BNN TV) 2014-09-15 $43.070

It is more of a gas play.  You are playing the winter weather story.  He would not necessarily be selling although he reduced his position recently.  It is stable and generates a lot of cash flows.  He would not throw more money at it, however.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
TOP PICK T-T Telus Corp Market Call (BNN TV) 2014-09-15 $39.560

Defensive stock.  The bad news is all in the telecom sector already.  They have done exceptionally well in wireless.  They are going to use their free cash flow in areas like content and dividends.  Very little downside in the stock and some growth going forward.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2014-09-15 $23.340

Seasonal tendencies on this, throughout the year, are rather sporadic. There is not a positive tendency for any particular month except for December. December tends to produce an average gain of about 8% and is positive about 90% of the time in the past 20 years. He can’t see too much positive about the chart.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
HOLD TCN-T Tricon Capital Group Market Call (BNN TV) 2014-09-15 $7.760

The problem is the valuation.  It got ahead of itself.  Thinks you will be rewarded for hanging on.  Unless you are expecting a downturn in housing, these guys have a good business model.  It goes through lengthy consolidations.  It’s a good growth story.

$10 John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
HOLD TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-09-15 $57.600

Canadian financials, starting in August all the way through to the end of the year, do phenomenally well. Chart is very positive showing higher highs and higher lows. You don’t trade the seasonals on this one. It is a long-term Hold.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
BUY TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2014-09-15 $8.790

Likes it here.  Likes the Halliburton project.  He took profits recently, but now they have fallen so he is ready to buy back. Put it away for a while.  Their balance sheet is better than it was in the past.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
WEAK BUY TLF.UN-T Tech Leaders Income Fund Berman's Call 2014-09-15 $10.150

Likes the covered call overlay strategy.  It gives you a little less downside.  Generally he likes these strategies.  There is an ETF, however, that is going to be cheaper [not specified].  A nice way to play the markets.

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
SELL TRP-T Trans Canada Corp Market Call (BNN TV) 2014-09-15 $58.880

(Market Call Minute) 20+ multiple when it used to be 12 and for the same growth rate. 

John Zechner NORTH AMERICAN - LARGE BEARISH No View
BUY TRZ.B-T Transat A.T. Inc (B) Market Call (BNN TV) 2014-09-15 $8.590

Volatile and it is frustrating.  Their margins get impacted dramatically and the stock goes up and down.  You are paying almost nothing here for the operating of the company.  It could easily be trading at the mid-teens and the cash flow would protect it.  He would have no problem adding to it here.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
WEAK BUY VXC-T Vanguard FTSE All-World ex Canada Berman's Call 2014-09-15 $25.780

There is a question based on tax.  You should talk to your accountant based on foreign holdings rules.  Fine in a registered account. 

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
DON'T BUY WAG-N Walgreen Co Market Call Tonight (BNN TV) 2014-09-15 $62.720

This chart is not looking too favourable here. Seasonal strength for this and stocks in general is to be from about the beginning of June all the way through to the end of the year. The 50 day moving average is pointing lower and he would think that would be resistance going forward.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
BUY on WEAKNESS WIN-T Wi-Lan Inc. Market Call Tonight (BNN TV) 2014-09-15 $4.050

Technology stocks can do quite well from October into January, through to the run-up in the Consumer Electronic Show. Chart shows this has been breaking out of a longer-term down trend. This looks appealing to Buy on weakness.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
WEAK BUY WJA-T Westjet Airlines Market Call (BNN TV) 2014-09-15 $32.580

Does not see an acquisition.  In the end, the airline market in Canada has gotten a lot better.  Planes are fuller and earnings are improving.  AC.B-T has more torque to the upside so he owns that.

John Zechner NORTH AMERICAN - LARGE BEARISH Unknown View
PAST TOP PICK WOOD-Q iShares S&P Global Timber & Forestry ETF Market Call Tonight (BNN TV) 2014-09-15 $51.400

*Short* (A Past Pick July 31/14. Down 2%.) Wood tends to climb this time of year, because it is a period of seasonal weakness for the housing market. After he recommended this, it went significantly lower but then it bounced because of a breakout in the price of lumber. Chart is showing a series of highs. This is still looking good, but watch the price of lumber very carefully.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN No View
COMMENT WRG-T Western Energy Services Market Call Tonight (BNN TV) 2014-09-15 $9.810

The chart shows the trend is lower highs. The significant moving averages are pointing lower. There is nothing really positive about this. This could go significantly lower.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
TOP PICK XLK-N SPDR Technology ETF Market Call Tonight (BNN TV) 2014-09-15 $39.980

The 3 Top Picks are “Buy on Weakness” plays. Technology has a period of seasonal strength from about the beginning of October all the way through to January. This is a run up through to the Consumer Electronic Show in Las Vegas, as well as Christmas buying. A good early read would be when Oracle (ORCL-N) comes out with earnings this Thursday, and if there is outperforming reaction that would be an opportune time to get in early.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN No View
DON'T BUY YHOO-Q Yahoo! Market Call (BNN TV) 2014-09-15 $42.550

The Alibaba part of the story is really well known.  There is a bit of a tax issue with how they monetize it in the future.  They have decent acquisitions. Prefers APPL-O, GOOGL-O and FB-O.  There are issues with Alibaba in terms of accounting and so on.

John Zechner NORTH AMERICAN - LARGE BEARISH No View
COMMENT YHOO-Q Yahoo! Market Call Tonight (BNN TV) 2014-09-15 $42.550

Seasonal strength for some of the Internet stocks tend to run from the beginning of September all the way through to the end of the year. Trends are still positive. 20 and 50 day moving averages are moving higher. He wouldn’t be surprised to see this pull back. If it comes down to its 50 day moving average, that would be a great buying opportunity.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING UNKNOWN Unknown View
PARTIAL SELL YRI-T Yamana Gold Inc. Market Call (BNN TV) 2014-09-15 $8.070

(Market Call Minute)  He doesn’t like gold here.  He is underweight.  This is one of three he owns, however.  They have their eye on the ball and shut down some unprofitable mines.

John Zechner NORTH AMERICAN - LARGE BEARISH Yes View
DON'T BUY ZRE-T BMO Equal Weight REITs Index Berman's Call 2014-09-15 $19.700

This sector is going into a correction phase by mid-next year. 

Larry Berman CFA, CMT, CTA AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-12 $0.020

Markets. Had thought there would be some kind of time correction as opposed to an actual 5%-10% correction, because there was too much money on the sideline. Because of this, he basically stayed fully invested, which was the right thing to do. Sold a position recently, so now has some cash. Markets are choppy. It’s September and October, so his current short-term thinking is that the market is really worried about the language from the Fed next week, and that maybe they raise rates sooner than they said. He doesn’t necessarily buy that, but it is getting priced in with a strong US$ and a weak Cdn$, weak bonds and weak pure yield stocks. On the other side, banks still do well. Lifecos are also beneficiaries of higher rates, so all those stocks are doing well. If the Fed says rates will stay low for a considerable time, he thinks there will be a bond market rally and you’ll see a Cdn$ rally back to $0.91 plus. Thinks the stock market is more nervous within sectors and he doesn’t think the market moves up a lot or down a lot. From here, we are really driven by earnings growth and/or the lack thereof, stock by stock and group by group. Canada has done very well, better than most G 20 countries. You now have to look at group and stock by stock.

Bruce Campbell (1) CANADIAN LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-12 $0.020

Lumber stocks? Lumber prices have done well generally and the stocks have lagged a little bit. There is a soft 3rd quarter coming, but he expects US housing to pick up slowly and the 4th and 1st quarters to be better. (See Top Picks)

Bruce Campbell (1) CANADIAN LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-12 $0.020

Markets. Has being fully invested for a while and has started to raise just a little bit of cash, to take some of the gains on his positions. He is seeing conflicting things in the market. On the macro economic data, some parts are looking great, but others are not looking so great. Tempering his enthusiasm a little as he had since the fall, in case there is some kind of reaction to potential talk of rising interest rates. While he doesn’t think that is going to actually happen soon, he is getting prepared for the volatility that might result if people think that is going to happen. He is of the view that this is a false alarm and that things could correct a little bit, but who knows where rates go as they have been backed up for a little while. Today was the first he had seen signs that interest sensitive names started to pull back a bit. Hedging is important for him. He is managing his portfolio as an absolute return generating vehicle. When he gets cautious, he looks at how he can protect the downside if something happens. The cheapest way to do that is through the long-term bond. It is extremely cheap to hedge with. He is expecting a good end to the year and is still 90% invested.

James Telfser CANADIAN CAUTIOUS _N/A View
HOLD AAPL-Q Apple Market Call (BNN TV) 2014-09-12 $101.660

At this price, you are paying only about 15X earnings. If you think they have growth above average, seasonally this is one you want to own as they are going to sell a lot of new phones, etc. and you will have a good quarter. He is seeing Wall Street targets in the $110 range, which is 10%, making it still worth holding. If you are back at $90, you would feel a lot more excited.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
BUY AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-09-12 $8.480

Likes this for the torque you are going to get. It is volatile. They have a plan in place right now to strip costs out of the business. They’ve got Rouge which is starting to pick up again. The risk is coming out a little bit, which means the multiple is going to start to move up even more.

James Telfser CANADIAN CAUTIOUS Yes View
COMMENT AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-09-12 $12.430

This company has really struggled with asset flows and getting their story right. However, the dividend yield is safe. They are doing things to change the business around. They have a lot of funds, but not a lot of focus, but they are slowly getting there. You might consider looking at Aston Hill (AHF-T) instead, which is incredibly undervalued.

James Telfser CANADIAN CAUTIOUS No View
COMMENT AR-T Argonaut Gold Market Call (BNN TV) 2014-09-12 $3.950

With gold prices weak, it is hard for the stocks to do very well. Has been picking away at this one recently when it gets around $4. Production costs are under $700. They have a couple of good quarters coming. The short-term strength in the US$ and the lack of inflation, just doesn’t bode well for a 4-6 week outlook on gold. If you are either a gold bug or have patience, this would be a Buy.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
COMMENT ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-09-12 $6.680

Has a $10-$11 NAV. Had a Put with China that came to fruition recently, which guarantees financing. There is a rumour that Encana (ECA-T) would come in and be their joint venture partner in the Duvernay. There is lots of value here, but it needs one more catalyst. He has a small amount in a resource fund that he manages.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
COMMENT AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-09-12 $20.280

He is a value investor, so has a hard time paying up for high growth expectations. This has been volatile for the last 6 months because of high expectations. Getting the multiple down from 30X to 25X, it is still an expensive stock. Looks like they have a nice growth platform in front of them, but he worries that there is a huge amount of growth that they have to build into. Too risky for him.

James Telfser CANADIAN CAUTIOUS No View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-09-12 $28.300

The problem is that it is a product that other people can execute on. There is nothing to stop others from building trucks like theirs. Feels the stock got ahead of itself.

James Telfser CANADIAN CAUTIOUS No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-09-12 $3.700

This has always had a lot of debt. They don’t have a massive room for error on the C series. It seems they take longer and longer on every project, which means more and more cash flow, which means they are in negative free cash flow for longer and have to take on more debt to fund the project.

James Telfser CANADIAN CAUTIOUS No View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2014-09-12 $48.340

Thinks buying Bell Alliant (BA-T) shows a somewhat desperate reach for growth because there is not a lot of ongoing growth in the business now. This acquisition will add a couple of percents. Buy it for the yield, but don’t buy it for anything else. Thinks it is fully valued and wouldn’t surprise him if it is flat for the year. Doesn’t like the outlook for this business in Canada.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
HOLD BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-09-12 $48.340

He is not in telecom right now. Likes the dividend yield on this. There will be volatility with events like a 4th competitor. You are never going to go wrong holding this for the long-term. Prefers Quebecor.

James Telfser CANADIAN CAUTIOUS No View
DON'T BUY BIN-T Progressive Waste Solutions Inc Market Call (BNN TV) 2014-09-12 $28.950

Had a dip to about $22-$23 about 1-2 years ago, and that was a bit of a buying opportunity. He finds it fairly fully valued now. Yield is not comparable to some high yields. If you own, you could Hold, but wouldn’t buy it at this price.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-09-12 $7.660

There was some bad news yesterday, which pulled the stock down. Their problem has been execution. It is really, really undervalued. He likes it down at these prices. Under $8 is a good price. Its gas flows through third-party stations and they got notified that there will be a 1 week outage next week for 30,000 BOE’s a day, which works out to about 1,000 barrels a day on a 40,000 base. This is not big, but it happened this spring and now has happened again. They are fixing it by building their own which comes on stream in the spring. This stock trades at debt adjusted to cash flow about 3.7 and the group trades at 6. There is actually value of $12-$13 here. (See Top Picks)

$12-$13 Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
HOLD CAM-T Canam Group Inc. Market Call Tonight (BNN TV) 2014-09-12 $10.820

Steel fabricator making bridges, steel joists, a lot of industrial and commercial type work. Commercial building lags residential building. Residential building has really spiked up over the last few years and now commercial building is starting to spike up and a lot of data is pointing towards this. When you have a big backlog, you have to hire a lot of people to do a lot more over time and things that hurt your margin. Stock has had 2 misses. One was because of weather, and Q2 was because of backlog. Now the risk/reward is pretty attractive. It is very undervalued relative to its history and to their peers.

James Telfser CANADIAN CAUTIOUS Yes View
BUY CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2014-09-12 $9.330

Has liked this story for a while. The supply/demand dynamic is great. Raised a bunch of money at $8.50 and got hammered because of that. They didn’t do anything with the money. It is very clear that they are looking around to buy more quotas globally.

James Telfser CANADIAN CAUTIOUS Yes View
PAST TOP PICK CLS-T Celestica Inc Market Call Tonight (BNN TV) 2014-09-12 $11.980

(A Top Pick Aug 27/13. 12.07%.) It was extremely cheap when he bought it. They had a lot of cash and were buying back a lot of shares. Margins are starting to grow from the diversified business. Sold his holdings.

James Telfser CANADIAN CAUTIOUS No View
BUY CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-09-12 $45.310

Cheap and generates cash flow. Pays a nice dividend. If this is in your TFSA and you are looking out a few years, this is a fine place to be. Smart management.

James Telfser CANADIAN CAUTIOUS No View
COMMENT CNR-T Canadian National R.R. Market Call (BNN TV) 2014-09-12 $80.560

Valuations are historically high. There is decent earnings growth as long as the economy keeps going. There is not enough earnings growth to blow you away or be higher if you look at a PEG ratio. Because of this, he owns CXS (CSX-N) in the US, which is trading at about 2/3 only of the valuation of CNR and Canadian Pacific (CP-T).

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
DON'T BUY CP-T Canadian Pacific Rail Market Call (BNN TV) 2014-09-12 $222.890

(Market Call Minute.) This is expensive now and he prefers CXS (CSX-N).

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-09-12 $41.990

Just acquired Lightstream Resources and issued shares for $750 million. This will be about 3% accretive to cash flow per share. This is contiguous land and makes a lot of sense. He bought more shares when it pulled back from $42. 7% yield. Cheap valuation. Thinks this will be fine going forward.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
BUY CSX-N CSX Corp Market Call (BNN TV) 2014-09-12 $31.290

Coal oriented, so earnings have lagged, but only back a year. It is starting to come out of that and it looks like they are going to show better earnings growth at a much cheaper valuation than Canadian National (CNR-T) or Canadian Pacific (CP-T).

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
HOLD DHX-T DHX Media Market Call (BNN TV) 2014-09-12 $8.140

Recently bought the Family Channel. This has done very well. He has a little nervousness and given the valuation this would be a Hold only.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
COMMENT DML-T Denison Mines Corp Market Call (BNN TV) 2014-09-12 $1.350

(Market Call Minute.) Uranium, but not a producer. An explorer and you have to have a long-term view, because it is probably another 2-3 years for uranium really get going. For certain type of investor, this would be a Hold.

Bruce Campbell (1) CANADIAN LARGE BULLISH Unknown View
TOP PICK EH-T easyhome Market Call Tonight (BNN TV) 2014-09-12 $23.530

Really likes the growth on the finance side. The leasing business has been a stable business for a while. Got new financing for about $200 million a few months ago, which they can start to lend out. In this business, the bigger you are, the better your margins and the cheaper your financing. This is all positive leverage for them. Stock has been weak which he thinks is due to profit taking, but the valuation is still absolutely compelling. Thinks there is good multiple expansion here as they prove they can get all those loans out there.

James Telfser CANADIAN CAUTIOUS Yes View
PAST TOP PICK ESN-T Essential Energy Services Ltd. Market Call Tonight (BNN TV) 2014-09-12 $2.650

(A Top Pick Aug 27/13. Up 8.84%.) Likes the story. This is coiled tubing. This is important technology in all the fracing. Have a bunch of new rigs coming that are thicker than normal and apparently in high demand. Last quarter they got their tooling business back on track again so now it seems the stock is on the up and up. Cheaper than all their peers and they pay a nice dividend.

James Telfser CANADIAN CAUTIOUS Yes View
TOP PICK FSV-T Firstservice Corp Market Call Tonight (BNN TV) 2014-09-12 $60.780

Property management. The beauty of the business is that it is an essential service. Have been growing by acquisition globally. The organic growth has been outstanding as well. There is also the residential business where they are getting more and more scale. When you have scale in this business, you can get everything you need for less.

James Telfser CANADIAN CAUTIOUS Yes View
DON'T BUY FTS-T Fortis Inc. Market Call (BNN TV) 2014-09-12 $34.340

They have a big deal to buy an Arizona public utility. This is a good deal and provides a little bit of growth. He would actually prefer Bell Canada (BCE-T) over this. This is in the low growth area and will definitely be affected by higher interest rates. He would prefer a pipeline to either of these.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2014-09-12 $27.840

He doesn’t have a lot of investments in gold. A little on the bearish side of gold right now. Quite cheap at these levels.

James Telfser CANADIAN CAUTIOUS No View
HOLD GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2014-09-12 $39.270

A great company to own and one of the larger tech companies in Canada. Well-run. The most exciting thing is their ability to do deals. Healthcare has held the stock back a little bit, but he wouldn’t be concerned as it is all short-term noise.

James Telfser CANADIAN CAUTIOUS No View
HOLD HWO-T High Arctic Energy Services Inc Market Call Tonight (BNN TV) 2014-09-12 $5.160

This is a really interesting name. Do a lot of work in Papua New Guinea, but have a big Canadian operation as well. Also, have a lot of heli-rigs. He is very positive about the story. Extremely cheap with a nice safe dividend. 3.5% dividend yield.

James Telfser CANADIAN CAUTIOUS Unknown View
PAST TOP PICK IFP-T Interfor Corp Market Call (BNN TV) 2014-09-12 $16.670

(A Top Pick Sept 11/14. Up 32.69%.) There are only a couple of years out of a decade where you want to own lumber stocks. He had captured this at the start of US housing and the start of lumber prices. He sold his holdings and replaced it with a Top Pick. (See Top Picks)

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
TOP PICK MFC-T Manulife Financial Market Call (BNN TV) 2014-09-12 $22.240

Thinks that inevitably higher rates are coming in. This is a nice combination. Just raised the dividend. Good earnings growth. Also, if rates go up faster than you think, this will be one of the beneficiaries. The Standard Life acquisition is accretive. Yield of 2.70%. Looking for $25 a year from now.

$25 in 12 months. Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-09-12 $122.580

(Market Call Minute.) Sold his holdings recently because it had been a triple for him. He has Martinrea (MRE-T), a smaller version, and he thinks there is way more catch-up in it.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
HOLD MX-T Methanex Corp Market Call Tonight (BNN TV) 2014-09-12 $77.090

Its main input cost, natural gas, has been drifting lower. Also, methanol prices have been firming up. Has had a nice move up. Valuation at these levels is pretty firm, so wouldn’t be chasing it, but if you own, you could hold it for a little bit more. Very volatile.

James Telfser CANADIAN CAUTIOUS No View
STRONG BUY PD-T Precision Drilling Market Call (BNN TV) 2014-09-12 $12.620

(Market Call Minute.) Likes this. It has pulled back with the energy, but price related, it is activity related. Thinks this is an out and out Buy.

Bruce Campbell (1) CANADIAN LARGE BULLISH Unknown View
PAST TOP PICK PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2014-09-12 $20.040

(A Top Pick Aug 27/13. Up 23.73%.) Very stable company. They make acquisitions including a train yard, which is tapping into the “crude by rail” concept. Nice dividend.

James Telfser CANADIAN CAUTIOUS Unknown View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2014-09-12 $38.060

A little bit weather related. Crops are going to be truncated and farmers won’t be quite as wealthy. You might find they go easy a little bit on fertilizers in the next planting season. He prefers Agrium (AGU-T) which makes a spread on their retail side in their earnings.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
PAST TOP PICK POU-T Paramount Resources Market Call (BNN TV) 2014-09-12 $60.400

(A Top Pick Sept 11/14. Up 82.88%.) They had a deep cut facility, so wet gas with lots of condensate and liquids. They have done exactly what they said they would. They are just on stream and we are now starting to see the benefits. There will be a doubling in cash flow going forward in the next couple of years. His one-year target is $75.

$75 in 12 months Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
BUY on WEAKNESS PSK-T PrairieSky Royalty Market Call (BNN TV) 2014-09-12 $35.950

Encana (ECA-T) has decided to Sell the rest of their position and did it at a fair discount. He had got some of the issue and sold it when it ran up. Stock has now been sloshing around. His feeling on value is $38-$40. He would like it $1-$2 down before it would be a Buy.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
HOLD REI.UN-T RioCan Real Estate Investment Market Call Tonight (BNN TV) 2014-09-12 $26.330

He continues to hold some REITs, including this one, in his client accounts. This is going to be volatile. Came off with the taper tantrum in 2013, but he doesn’t think this is going to happen this time around. This one is fine for the long-term. They have some of the best properties in Canada.

James Telfser CANADIAN CAUTIOUS Yes View
HOLD S-T Sherritt International Corp. Market Call (BNN TV) 2014-09-12 $3.820

Nickel prices have gone to $9, but doesn’t seem to drag this one along. Right now they are in the midst of refinancing and rejigging their balance sheet. Sold their coal assets for roughly $900 million. They are just restructuring. Have 3 debt issues that mature 2015, 2018 and 2020, and they are changing that to 2018, 2020 and 2022, and taking enough in that they’ll fix the balance sheet. NAV is over $10. It should be higher, but there is no US involvement because of Cuba. He prefers HudBay Minerals (HBM-T). If you have some patience, it is super cheap and should move over the next few quarters when they demonstrate higher earnings.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
BUY SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2014-09-12 $57.440

This is a great, long-term hold story. It is going to go up and down with their pipeline. They do a lot of big projects. He would be really comfortable with this, even at these levels.

James Telfser CANADIAN CAUTIOUS Unknown View
TOP PICK SVC-T Sandvine Corp. Market Call Tonight (BNN TV) 2014-09-12 $3.020

They’ve had an outstanding run over the last 2 years. Went from disappointing the Street for a while and it took a few quarters to get credibility back. Had 20% year-over-year revenue growth for about 6 quarters in a row. Just announced that revenues are not going to come in as high as they thought, so it looks like it is going to be roughly flat year-over-year revenue growth this quarter. Longer-term, this is undervalued versus its peers. Thinks they will make up those revenues in the coming quarters.

James Telfser CANADIAN CAUTIOUS Yes View
PAST TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2014-09-12 $57.770

(A Top Pick Sept 11/14. Up 32.07%.) A core holding which he trims and Buys a bit here and there. This has been his highest percentage weighted bank. Really likes it for the US exposure, relative safety and how well managed it is.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
PARTIAL BUY TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-09-12 $8.960

Likes this space. Prefers Canelsen Drilling (CDI-T), but it has been hurt also. He would look at this as the time to “dollar cost average”. Doesn’t look like this is going to be a long-term rout in oil/gas prices.

James Telfser CANADIAN CAUTIOUS No View
DON'T BUY THI-T Tim Hortons Market Call (BNN TV) 2014-09-12 $88.310

The merger will be in Canadian funds. Trading at a discount for the time value of money. There is still a little bit of uncertainty. Would be a buyer of this unless it falls.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
COMMENT THI-T Tim Hortons Market Call Tonight (BNN TV) 2014-09-12 $88.310

The acquisition by Burger King (BKW-N) is giving them growth and a stable company in a stable jurisdiction. If you don’t own this, he definitely would not be buying it here. If you own, you might think about taking profits on it.

James Telfser CANADIAN CAUTIOUS No View
TOP PICK TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-09-12 $50.860

Down 15%, so you can buy this at almost an average multiple, which is the 1st time you have been able to do that for years. Great track record and great management team. Thinks production BOE’s per day goes from 120 this year to almost 250 by 2015, a double.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
HOLD VCM-T Vecima Networks Inc. Market Call Tonight (BNN TV) 2014-09-12 $8.000

Hasn’t followed this for a long time. Had a nice run, so something is definitely happening. This is a big free cash flow gusher. Reasonably valued.

James Telfser CANADIAN CAUTIOUS No View
HOLD VET-T Vermilion Energy Inc Market Call (BNN TV) 2014-09-12 $66.150

Mostly in France, so politically safe. Good, long-term production growth. Pays a dividend. Good, solid Hold.

Bruce Campbell (1) CANADIAN LARGE BULLISH No View
TOP PICK WEF-T Western Forest Products Inc. Market Call (BNN TV) 2014-09-12 $2.460

A US lumber play, offshore Asia as well. Nice mix of lumber and log. Highest dividend in the group at 3.32%. Good free cash flow generator. Have about $150 million in assets on the books that he thinks they will sell. The coming quarter will be a little soft because of forest fires in BC. Thinks things will go very well for the next few quarters.

Bruce Campbell (1) CANADIAN LARGE BULLISH Yes View
DON'T BUY WIN-T Wi-Lan Inc. Market Call Tonight (BNN TV) 2014-09-12 $4.190

A very unpredictable company. If you look at all of the lawsuits coming down and the cash that they could potentially get, it would be undervalued. If they lose any of those, it is a significant hit. This is for play money only.

James Telfser CANADIAN CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-09-11 $0.020

Markets.  Most bull markets end with monetary tightening when the economy gets overheated, but there just isn’t signs of that happening.  Share buybacks are helping and are partly due to low interest rates.  They borrow to buy back stock.  There is complacency out there so you have to be careful.  Year 3 of the presidential cycle typically does well after a weak year 2 but year two was strong in this case.  You see a 10% decline in markets once every 28 months and we are in month 34.  You can wait a long time for a decline.  The complacency level concerns him because investors become vulnerable to a shock.  Margin levels are high again.  This is one sign that you have to be careful.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-09-11 $0.020

Markets. He can see some choppiness going forward given geopolitical tensions that are happening, as well as negative seasonal tendencies typically this time of the year, when the volatility index normally jumps by about 15%-16% on average over Sept. and Oct. There are also concerns as to when interest rates will rise in the US in terms of Fed fund rate. Plus concerns over China’s economic recovery. Still believes there is a strengthening US economy. We’ll see a grind higher in equities. It’s just in the near term there could be time for a bit of a pause. You’ll need positive earnings trends to continue and corporate earnings to continue to do OK. If you apply an expected $130 earnings per share on the S&P over the next 12 months, and multiply that by the 17 multiple that we have right now, that gives you $2,210 on the S&P, about an 11% return. He is looking for a 4%-5% pull back. Doesn’t really see a correction in the stock market unless there is an earnings recession and he doesn’t see that at this point. He is sitting on 10%-12% cash at the moment.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUSLY OPTIMISTIC _N/A View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2014-09-11 $101.430

He’d be a trader.  iPhone is 70% of their revenue.  There is a lot of hype around new product launches.  Thinks the iPhone 6 will be the largest launch in its history.  A lot of users have been waiting for a bigger screen.  A lot of people will upgrade, but he can’t see what they do after this.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC No View
DON'T BUY AC.B-T Air Canada (B) Market Call (BNN TV) 2014-09-11 $8.720

Cheaper oil prices should be a huge lift for airline stocks.  They are expanding capacity on the Atlantic.  He is not a buyer.  He is concerned about Delta setting up an international hub in Seattle.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
HOLD ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-09-11 $67.470

Largest publically traded multi location dealer in Canada.  They buy dealerships where the owner wants to retire and has no succession plan.  The stock got ahead of itself earlier the year and so you are seeing a pullback based on valuation.  Hold if you own it or watch it otherwise.

Teal Linde NORTH AMERICAN CAUTIOUSLY OPTIMISTIC Unknown View
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