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

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-30 $0.000

Markets.  Historically if you look at market corrections in October, they are always good buying opportunities.  Ebola has proved itself as to not be able to be air born.  China is set for a soft landing.  What’s not to like about this.  For these reasons people, are all just buying in without a change in fundamentals.  So just go with it.  The TSX is all about oil.  Cheaper oil is better for the consumer but we worry about the companies.  Oil is a real catalyst here.  Baytex came out with earnings today and said they were increasing production.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL _N/A View
DON'T BUY FM-T First Quantum Minerals Market Call (BNN TV) 2014-10-30 $0.000

A copper company.  The charts are unbelievable here.  He would prefer CS-T or LUN-T.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Unknown View
BUY V-N Visa Inc. Market Call (BNN TV) 2014-10-30 $0.000

Biggest jump in 3 years today.  He has been a big fan of this area.  He thinks there will be no cash in the future.  We will be a cashless society.  The long term is great.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL Unknown View
DON'T BUY YRI-T Yamana Gold Inc. Market Call (BNN TV) 2014-10-30 $0.000

He is not a gold guy.  There is no reason to buy gold.  Some people think there will be QE 4 next year and it would cause the US dollar to decline.  He is staying clear.

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL No View
DON'T BUY ZDJ-T BMO DJ Industrial Ave Hedged to CAD ETF Market Call (BNN TV) 2014-10-30 $0.000

The 30 biggest companies in the US.  You can use these for income.  In a rising market, however, covered calls crimp your gain. 

Michael Bowman NORTH AMERICAN - LARGE & ETFs BULL No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-29 $0.020

Markets. There are some intraday reversals on Dow Transports, Russell 2000, etc.  Going higher earlier in the day and now dropping below yesterday's close. This is generally a bearish signal. He started buying 3-4 weeks ago because the Russell 2000 started moving up ahead of the S&P 500 and other bigger markets. This may suggest that the little rally may be coming to an end. He does not believe that is the reason. The US Fed announcement is coming up in about an hour he thinks the market is quite nervous about it. The probability is that they won't be as dovish as they have in the past. They'll see that the labour market is improving. He really believes they are going to start talking about some view to the economy healing. If so, that will be short term somewhat bearish for stocks, but over the longer term, a rising rate environment is actually, at least in its initial stages, positive for stocks. Still thinks this is a good time for investors to start wading in. Historically, November, is one of the strongest months on record, and typically you have increases of 6%-7% in that month. The best time to buy stocks is in the Nov-April time frame.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-29 $0.020

Oil. Oil is up a little bit today. It has been an interesting time in the energy complex. Goldman Sachs came out a few days ago saying we were headed to $75 oil. He is in the $85ish camp and thinks that is where the long term costs are. Oversupply is really not the case, but you can't argue that demand is running away. We are in a kind of middling range for oil and doesn't see us getting $100 or more in the immediate future, but he doesn't see it falling below $75.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-29 $0.020

Currency. Currently the Cdn$ is rallying against the US$. His overall view is that the US$ will continue to strengthen. It is clearly the strongest market globally. If you compare what has happened in Canada and the US, our real estate prices have continued to go up where theirs have gone through a retrenchment in real estate and prices fell by an average of 5%, across the country. Ultimately, you are better served in US$ terms and in US$ investments, because over time we are going to drift towards an $0.85 dollar in Canada.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-29 $0.020

Precious metals? He doesn't own anything in the area. Has never really participated.

Don Lato NORTH AMERICAN BULLISH No View
BUY AAPL-Q Apple Market Call (BNN TV) 2014-10-29 $107.340

Today's short-term reversal has more to do with the upcoming Fed announcement. It has had a good run as of late. He likes this and just bought some. Feels it is worth significantly more. The ecosystem works phenomenally, i.e., once you have one product, the other products work seamlessly.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
BUY AC.B-T Air Canada (B) Market Call (BNN TV) 2014-10-29 $8.950

He likes this. Had been a great performer last year. Fuel prices have pulled back 18%-20%, routes are full and demand is strong. There is pricing power, pricing differentiation with Rouge and other things that will allow it to go after other travelers. Thinks it has been oversold. (See Top Picks.)

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
COMMENT AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-10-29 $10.160

Would be a little bit concerned about this one. The mutual fund industry is going to be affected by changes in disclosure laws, starting next year. One of the things that has to be disclosed are the fee schedules. A lot of clients are going to be in for a bit of a surprise when they see the fees that are going to be charged.

Don Lato NORTH AMERICAN BULLISH Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-10-29 $68.090

A good time to be looking at Canadian banks. They have all sold off from their peaks. All took a nosedive from the mini meltdown a couple of weeks ago. Not his favourite. (See Top Picks.)

Don Lato NORTH AMERICAN BULLISH Yes View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-10-29 $35.440

Baytex (BTE-T) or Crescent Point (CPG-T).  Given his belief that oil is going to be in the "middling range", you can probably put off your decision to Buy energy stocks for a few months. There is no urgency. If you are looking at a short-term horizon, 6 months or so, this one is probably the better one, because it is the heavy oil story. If looking at the balance sheet, debt to cash flow metrics, Crescent Point does stand up better. If he had to make a call, he would say this one because it has been less disappointing.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
PAST TOP PICK C-N CitiGroup Market Call (BNN TV) 2014-10-29 $52.650

(A Top Pick Nov 7/13. Up 4.77%.) Still likes this. Money centered banks have not done as well as expected, but all the litigation issues are pretty much in the rear-view mirror, and that was the big overhang on the stock. They still don't have a dividend to speak of, and that is a big part of the story going forward.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
BUY on WEAKNESS CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2014-10-29 $41.960

Not cheap at 20X earnings. Stock has been relatively flat in the last year, in the range of $38-$44. Struggled last winter with the brutal weather. Also, a so-so movie schedule for the 1st part of the year. This is supposed to be improving in the 4th quarter and into next year with some great sequels coming out. A very, very well-managed company. They continue to increase their concession revenues, their on-screen advertising and their online business. 3.5% dividend yield is well covered.

Don Lato NORTH AMERICAN BULLISH Yes View
HOLD CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2014-10-29 $20.850

Advertising spend has been really low, so you are looking at media in general being impacted by weak advertising spend. There is no immediate catalyst. It has good properties. Stock is fundamentally fine, but advertising is weak and is likely to remain weak.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-10-29 $37.010

Baytex (BTE-T) or Crescent Point (CPG-T).  Given his belief that oil is going to be in the middling range, you can probably put off your decision to Buy energy stocks for a few months. There is no urgency. If you are looking at a short-term horizon, 6 months or so, Baytex is probably the better one, because it is the heavy oil story. If looking at the balance sheet, debt to cash flow metrics, this one does stand up better. If he had to make a call, he would say Baytex because it has been less disappointing.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-29 $37.010

A great oil/gas company. This would be in the basket of high quality companies that you would want to gravitate back to. Have had tremendous success. Sort of stalled in the last year or so. Pays a nice dividend. Has some great exploration projects. A little more highly skewed to oil than what he would like.

Don Lato NORTH AMERICAN BULLISH No View
DON'T BUY DML-T Denison Mines Corp Market Call (BNN TV) 2014-10-29 $1.080

An okay space, but generally speaking, uranium lacks visibility. It will eventually go higher, but he just doesn't see a huge catalyst because there isn't strong global growth.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-10-29 $99.530

This has been a great company. It always seems to be a little bit expensive, so finally on the last selloff he pulled the trigger at about 16.5X earnings and felt comfortable with that as an entry point.

Don Lato NORTH AMERICAN BULLISH Yes View
PAST TOP PICK ECA-T Encana Corp Market Call (BNN TV) 2014-10-29 $20.600

(A Top Pick Nov 13/13. Up 13.3%.) Just exited relatively recently, mainly because of the pullback in natural gas prices. They have done everything right.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
COMMENT EMA-T Emera Inc Market Call (BNN TV) 2014-10-29 $38.100

An OK time to Hold it, probably a reasonable time to start thinking about Selling it, but probably not a good time to Buy it. If we see economic growth happening in the US, and if the Fed does announce or hints of raising rates, it will be very bad for the utility sector, and this is a regulated utility. The best days are probably in their rear-view mirror for a little while. You are probably okay for a few months and you don't have to do anything dramatic, but certainly in the beginning of the new year, he would be thinking about selling, at least a portion of it.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
BUY FDX-N FedEx Market Call (BNN TV) 2014-10-29 $165.770

FedEx (FDX-N) or UPS (UPS-N)? Right now would be a good time to buy either of these as you have the holiday season coming up, which is usually a good time for delivery companies. Fuel is a huge component going forward, and the current correction in fuel costs will be good, so this would be an attractive time. He would probably rank UPS over FedEx as he expects it would have a little more upside at this point.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
HOLD FTS-T Fortis Inc. Market Call (BNN TV) 2014-10-29 $36.520

If you look at most of the utility and pipeline space in Canada, they are trading at or near their 52-week highs. Their valuations are extremely stretched. This reflects that it has been a good place to hide out in uncertain times, certainly in 2014. The big story has been how last year the worst performing sector in the S&P was the utilities, and this year they are the best performing sector. Doesn't offer growth.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
BUY GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-10-29 $110.720

Switching over from their main hepatitis C drug to another one. Sales of the older drug were a little bit disappointing. Earnings were down about $.08 a share, versus consensus, but still up tremendously over last year. Stock is very, very cheap on an earnings basis, trading at just under 11X earnings. The new drug is priced a little more attractively. Drug revenues were up 8% year-over-year, not including the old Hep C drug.

Don Lato NORTH AMERICAN BULLISH Yes View
COMMENT GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2014-10-29 $110.720

(Switch from Apple (AAPL-Q)?) He would buy them both. Apple is his biggest position, but Gilead is his 2nd biggest. It would be like trading one child for another. Apple still has lots of room to go, but there are rumblings about how Apple Pay is working, and that is the next huge business for them.

Don Lato NORTH AMERICAN BULLISH Yes View
COMMENT GLW-N Corning Inc Market Call Tonight (BNN TV) 2014-10-29 $19.890

Reacted reasonably well to its earnings announcements. Stock had been weaker for the last 3-4 months on talk of Apple (AAPL-Q) gravitating more and more to Sapphire, but that didn't happen. That should be a boost for the company who makes the Gorilla glass that goes in the iPhone and iPad. Still relatively cheap at about 13X next year's earnings. Still ample growth here. Yield of 2%.

Don Lato NORTH AMERICAN BULLISH Yes View
BUY HCLP-N Hi-Crush Partners LP Market Call Tonight (BNN TV) 2014-10-29 $46.390

Manufactures fracing sand. Looked like it started to base a couple of weeks ago, but has been weak again in the last few days. If you are happy with a 5% plus yield, you can step in and comfortably buy it here. Because it is a limited US partnership, there is a very hefty 40% withholding tax. They have the ability in the partnership to drop down other assets into the partnership from the parent company. He is looking at possible dividend increases again next year. Yield of 5.4%.

Don Lato NORTH AMERICAN BULLISH Yes View
TOP PICK JAH-N Jarden Corp. Market Call Tonight (BNN TV) 2014-10-29 $64.450

Owns brands like Coleman, Sunbeam, Rawlings Sporting Goods, and even Bicycle playing cards. Great company. Had a good run, but still only trading at about 14.5X next year's earnings. He considers it as almost a hedge on his overweight in the energy area. As you see oil and gasoline prices come down, it puts a lot of money in consumers’ pockets. 16% of their sales for various products goes through Wal-Mart.

Don Lato NORTH AMERICAN BULLISH Yes View
TOP PICK KKR-N KKR & Co. LP Market Call (BNN TV) 2014-10-29 $22.250

Private equity. A phenomenal company. If you believe that markets are turning healthy and that the correction is behind us, you want to be in this alternative space. Has roughly half of its value on the balance sheet, so there is a lot of security. 30% of their business didn't exist 2 years ago and has yet to start earning meaningful fees. Yield of 8.01%.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
STRONG BUY KKR-N KKR & Co. LP Market Call Tonight (BNN TV) 2014-10-29 $22.250

It is hard to ignore the 9% yield, and he thinks it is pretty safe for the next couple of years. Have a number of new assets under management. Have some deals that will come to fruition that they will pay out to the unit holders. This is a great opportunity.

Don Lato NORTH AMERICAN BULLISH Yes View
TOP PICK KSS-N Kohl's Corp Market Call (BNN TV) 2014-10-29 $54.440

 *SHORT*. They came out about a week ago and guided to lower same-store sales. Also, guided to lower earnings going forward. Thinks the overall department store sector in the US is a very mature sector, not a lot of growth. 50% of their revenue is branded and discounters are eating their lunch. Yield of 2.84%.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
COMMENT LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2014-10-29 $19.020

There isn't much of a catalyst for this name and for iron ore prices specifically. The reality is that China is growing less strongly than it was before. Growth was in the 7.5% range. Ultimately, they are trying to increase consumption, and consumption spending is part of the economy. It is going to be a long haul. Thinks this will be years. If you have another investment that looks better, consider lightening up.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
HOLD MMM-N 3M Co. Market Call (BNN TV) 2014-10-29 $151.010

Doesn't see a huge amount of upside in a company like this. It is a stable business and has done okay in the past, because there has been a flight to steadier, stable businesses. People are going to make their money in the more cyclical names, such as financials, industrials, technologies, and to a lesser degree the material/energy companies.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
PAST TOP PICK NCR-N NCR Corp. Market Call Tonight (BNN TV) 2014-10-29 $27.560

(A Top Pick Nov 27/13. Down 20.78%.) Problems are twofold. Had some execution problems in the last quarter in getting some product out and have made some management changes to address that. A soft retail environment that persists in the US as well as some mergers among some of the major customers. At this price, he is looking at 8.5-9 X next year's earnings. Still great value here.

Don Lato NORTH AMERICAN BULLISH Yes View
HOLD NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2014-10-29 $12.990

Good, solid, long-term hold. Sold off a little bit from the highs, but still yielding 4.5%. You should see little better numbers coming out next year. Recently increased their weekly production and are up to 51 units per week. Contracts keep rolling in. Building transit buses is a pretty safe business. Have started getting some very nice business out of their after parts business as well.

Don Lato NORTH AMERICAN BULLISH Yes View
DON'T BUY NVA-T Nuvista Energy Ltd Market Call (BNN TV) 2014-10-29 $10.370

The Montney is certainly attractive. It has been an area of focus for many energy companies. Ultimately what is attractive, is an LNG solution at some point. His only concern on this company is that it is a gas weighted name. There is really no catalyst for gas other than the seasonality. It has been a weak, weak time in general. He sees both gas and oil trading sideways for the next year.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
COMMENT PEY-T Peyto Exploration & Develop. Market Call Tonight (BNN TV) 2014-10-29 $32.040

Has done fairly well over the last couple of years. Traded along with the rest of the group. When you enter the group on this downturn, you look to the quality names and this would be one. Great production, growth last year, and forecasted into next year as well. Have utilized horizontal drilling explicitly well. They shouldn't be hurt as much by the falling oil prices.

Don Lato NORTH AMERICAN BULLISH Yes View
DON'T BUY PRE-T Pacific Rubiales Energy Corp. Market Call (BNN TV) 2014-10-29 $17.500

This or an oil sands play? You want to be in a large cap company rather than a smaller one, particularly when the commodity price is not hitting new highs. If you look at some of the oil Sands plays, particularly Suncor (SU-T), it has some very attractive properties, where the breakeven cost for them is in the high $20. Thinks the internationals, such as this one, are deeply oversold. Until you see that commodity move up substantially, $100 and above, he doesn't think you get a catalyst for these names.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
TOP PICK PXT-T Parex Resources Inc. Market Call Tonight (BNN TV) 2014-10-29 $10.670

(A Top Pick Nov 27/13. Up 73.93%.) Down 33% from its highs of just 6 months ago. Dirt cheap last year and still cheap today. Recently sold their Trinidad and Tobago properties to rededicate that money to Colombia. Had 56% production growth over the last year. Even with an oil price of $70, they will cash flow something like $2.50 next year. Trading at a little over 4X earnings. No debt and well-funded.

Don Lato NORTH AMERICAN BULLISH Yes View
BUY RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2014-10-29 $42.360

Reasonably attractive down at these levels. Has underperformed pretty dramatically over the last year.. Both the other telecoms are up, including dividends, about 10% year to date. Healthy 4.5% yield. Have had some problems. Mostly exposed to the wireless business and have had some management changes. Made a huge bet on hockey with the NHL contract.

Don Lato NORTH AMERICAN BULLISH Unknown View
HOLD SGY-T Surge Energy Inc Market Call (BNN TV) 2014-10-29 $6.270

One of the better names out there. Have grown a lot by acquisition. Facing a 24% decline rate. His issue with them and many of these players is that the acquisition market is pretty much dried up in Western Canada. If you are not able to grow by acquisition and the commodity is weak, and to remain weak for some time, where is your catalyst for this name or any of them.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
PAST TOP PICK SHLD-Q Sears Holdings Corp. Market Call Tonight (BNN TV) 2014-10-29 $36.990

(A Top Pick Nov 27/13. Down 27.47%.) Probably the most speculative holding that he holds in his portfolios. The question is, is this company going to run out of cash before it is able to capitalize on the underlying value of its assets, which he thinks are still very, very significant. There is a huge Short position on it.

Don Lato NORTH AMERICAN BULLISH Yes View
WEAK BUY SYK-N Stryker Corp. Market Call (BNN TV) 2014-10-29 $86.680

Generally, this is fine. It is a good company. They do medical beds, surgical implants and things like that. Has struggled at various points, but overall he feels there is a bit of a renaissance in healthcare and hospitalizations. Probably a mild Buy, not a table pounder.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
DON'T BUY T-T Telus Corp Market Call (BNN TV) 2014-10-29 $40.380

He is starting to Short the stock. This has been a phenomenal name and he has held it for about 6 years. In all of the telecommunications, the growth is in wireless. Wireless growth in Canada last year was 0.3%, no growth. Mobile penetration is 80%, which sounds great, but a lot less than it is in the US. We are not seeing any growth in the wireless side.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
PAST TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2014-10-29 $54.370

(A Top Pick Nov 13/13. Up 16.21%.) Thinks this is the best in breed in Canada. It has done international expansion right. Focused in the best part of the US. Thinks it is in the right places. They have the ability to cross sell.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-10-29 $54.370

Has been underperforming the others a little bit over the last 2 or 3 months. 6% off the high back in the summer. There may be some concerns over the change in leadership, but the new person stepping in has been with the bank for many years. Great exposure in the US. Huge deposit base there, that they will hopefully exploit. The multiple is back in line, if not lower than some of the others. 3.5% yield.

Don Lato NORTH AMERICAN BULLISH Yes View
WEAK BUY TDG.UN-T Trinidad Energy Services Market Call (BNN TV) 2014-10-29 $10.500

This is one of the newer rig fleets, so he thinks it is quite attractive. Also, they are more of a drilling company, as opposed to a fracing company. A global company with rigs in Australia as well as Canada and the US. He would classify this as a cautious Buy. Historically between now and the end of March is a good time to be in these.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
BUY TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2014-10-29 $40.450

Thinks you can buy this one here and just hold your nose a little. This company has always been very, very well financed. Have always been ahead of the game in funding their exploration programs. This gives you an opportunity to buy it at 6X cash flow for next year. The cheapest valuation that this company has been at since it went public almost 4 years ago.

Don Lato NORTH AMERICAN BULLISH Yes View
COMMENT TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2014-10-29 $238.100

Wouldn't want to own this for the longer term. At 73X next year's earnings, as great as this company is, it is not the kind of stock he would want to own long-term. Way too pricey for him.

Don Lato NORTH AMERICAN BULLISH No View
BUY UPS-N United Parcel Services Market Call (BNN TV) 2014-10-29 $102.620

FedEx (FDX-N) or UPS (UPS-N)? Right now would be a good time to buy either of these as you have the holiday season coming up, which is usually a good time for delivery companies. Fuel is a huge component going forward, and the current correction in fuel costs will be good, so this would be an attractive time. He would probably rank this one over FedEx as he expects it would have a little more upside at this point.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
TOP PICK WJA-T Westjet Airlines Market Call (BNN TV) 2014-10-29 $31.580

A little more defensive than Air Canada and in better shape with newer planes and no unionization. Not only has there been a pullback in price on the stock, but there has been a pullback in fuel, which is the largest operating cost. On a forward basis, they trade from 4.5% to 7.5% X EBITDAR (the “R” is for plane rentals). Also, it has been oversold. Yield of 1.53%.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-28 $0.020

Markets. Markets are born on pessimism, mature on optimism and die on euphoria is a quote from Sir John Templeton. If that is the case, he would say that we are not in any kind of euphoric stage, and for five years we have not been in that moment. We are still in too much skepticism since 2008. Still a lot of nervous money on the sidelines. The stronger US$ certainly feels like a trend for the time being. Looking around globally, you have the uncertainty in Europe, the question if abenomics for Japan will really take hold, emerging markets have gone through another disconnect, Brazil's election, Russia, etc. There are a lot of things going on that are making the US$ look very, very strong. This is something you want to take advantage of in portfolios. Austerity measures in Europe, combined with pretty tight monetary policy that are tight compared to what they should be, hasn't really spurred a lot of growth in Europe. Probably the biggest thing he is concerned with is if the US gets pulled down by the periphery. If they can hold in and lasso and bring back the rest of the laggards with them, then he thinks we are on to new highs. Before adding to new positions, wait to see what Janet Yellin has to say. If she decides to continue with QE, that could be taken very negatively by the markets. He has been very heavily weighted to the US.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-28 $0.020

Auto stocks? The problem with Ford (F-N) and General Motors (GM-N) is that they may be looking at 3%-5% year-over-year growth. Analysts don't see what the next move is in these 2 companies. You have to be very careful with this major change in gas and energy, which has caught a lot of people by surprise. The issue with Magna (MG-T) is their 40%-45% exposure to Europe.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-28 $0.020

Markets. October is typically the most volatile month of the year. Last Wednesday was just one of those days where it all came together and impacted at the same time. Right now we are moving into a time period where volatility tends to die down, but we are still going to get some. During this time period in September and October, he has largely been in cash. As of yesterday, he switched his portfolio to be fully invested in equities. Stocks are fairly valued now. Looking at a forward PE basis, there is nothing wrong with that. The “beats” last Friday were about 70%, which is good.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-28 $0.020

Gold. The seasonal period for gold has actually gone up in the last few years. It didn't work in 2014 and has actually come down. Chart shows gold is putting in a bottom. From a technical perspective, it actually looks like it has some support here.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-28 $0.020

High-yield corporate bonds? These will give you an equity component as well as an income component as compared to government bonds. These perform well when equities tend to perform well. The seasonal period for these is basically from October to the beginning of January.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-28 $0.020

Uranium? This is hard because the buying cycle is so long. Chart shows a downward trend since 2012 and is now showing a little bit of sideways movement. Seasonally uranium can start to do well this time of the year and into November. Technically it is okay.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-28 $0.020

Banks or insurance companies? They both tend to perform at the same time. The difference generally is that insurance companies benefit from rising rates, but the banks do not. Right now his tendency would be towards the banks. Banks tend to perform well from Oct 10th into the end of the year. Watch out. Last year, the banks had really strong earnings in August and it pushed all the way up into the seasonal period, and once the earnings came out, they fell flat.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC _N/A View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2014-10-28 $47.460

The market could still have some volatility. Chart shows it has broken its longer-term up trend, so there might be some congestion here. If you love this company and want to be there, it is okay to step in at this point.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-10-28 $37.790

With the dislocation of resource stocks in Canada, he believes that names like this are going to see the benefit of outflows from that volatile sector. You also have their move of fresh foods rolling out into some of their stores. Yield of 0.48%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
PAST TOP PICK ATVI-Q Activision Blizzard Market Call (BNN TV) 2014-10-28 $19.230

(A Top Pick Nov 6/13. Up 13.46%.) He got stopped out of this, but did very well in a short period of time.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
PARTIAL SELL AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2014-10-28 $32.950

This has been all the rage in the last little while, and returns have been quite substantial. Feels that 70%-80% of the revenues are still coming from Europe, not the US or Canada. If the situation in Europe does not right side itself, there could be some issues. If you own, consider taking some of your profit off the table and letting the rest run.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
HOLD BABA-N Alibaba Group Holding Market Call (BNN TV) 2014-10-28 $99.680

The trend is really their friend in what they are trying to do. If you own, you are in good shape and he would continue to hold tight.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2014-10-28 $54.050

Diversified globally and extremely well-managed. This gives you a basket of really strong global assets. They will benefit from pension funds and governments that want to own solid vehicles. Their record of acquisitions has been very conservative. Cash flow continues to increase. Yield of 1.29%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2014-10-28 $11.920

He is not buying into the turnaround story. Found that the Passport was too big for his hand, and he can't see this taking off. John Cheng has done a great job. He just can't see this company being a long-term standalone vehicle.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-10-28 $3.900

Usually stocks like this do well this time of the year. Chart shows a “forever” trend of up and down. Maybe when it gets back up to around $5, you might want to actually take a look as it may come back down again. Technically, it has broken its trend, beginning to consolidate, and starting to move up. He likes the stock at this point. From a technical and seasonal basis, it looks good.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
COMMENT BEP.UN-T Brookfield Renewable Energy Market Call Tonight (BNN TV) 2014-10-28 $35.660

These are hybrid companies as far seasonality goes, so it is not quite the same. However, you would find it typically performing well at this time of year. Technically, it is doing quite well. This is one that you want to continue to hold right through to the springtime.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
COMMENT CNR-T Canadian National R.R. Market Call (BNN TV) 2014-10-28 $78.250

Thinks this should be a part of everybody's portfolio. One of the best in class operators with precision railway logistics. Looks like it has a lot of headwinds, including the coal business. Also, have a hefty pension liability that they are facing. There is no reason not to continue owning this in the future.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-28 $37.680

Suncor (SU-T) or Crescent Point (CPG-T)? Two totally different stocks. We might still see oil production pushing down here a little bit, but that will take a little while for it to roll through. He looks at this from a seasonal perspective. If the oil sector really starts to ramp up here, you are going to get more bang for your buck out of Crescent Point. Because the energy sector is out of its seasonal period, he would be going with a more defensive oil play, which is Suncor.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
DON'T BUY CSCO-Q Cisco Market Call (BNN TV) 2014-10-28 $24.065

Hasn't owned this for 12 years. It is still very important to the global infrastructure of what goes on in technology. He doesn't think you will see PEI multiples expanding at any great clip in the space. He would rather be in a newer and fresher technology space.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
PAST TOP PICK CTRX-Q Catamaran Corp. Market Call (BNN TV) 2014-10-28 $42.720

(A Top Pick Nov 6/13. Down 0.27%.) Doesn't seem to be getting any traction. Had a really good 8-9 year run, but has been a disappointment in the last year and a half or so. Has done a lot of acquisitions, and he thinks the market is waiting for another acquisition to happen.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
WAIT DGC-T Detour Gold Market Call Tonight (BNN TV) 2014-10-28 $8.510

As everyone knows, gold has been sliding for the last few years. In its seasonal period, from July until the end of September, it has actually performed quite well up until this year. Last year, gold really got crushed in December and bounced up in January. The stock dropped during 2013 and has been consolidating in 2014. Not in bad shape. Gold can be positive in November. He doesn't call it a seasonal trade because it does not outperform the market, which is one of his criteria. On a technical basis, he would wait for this to consolidate a little bit more.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
HOLD DHX.B-T DHX Media Market Call Tonight (BNN TV) 2014-10-28 $9.540

Very good company and well-run. Building up their library and have done extremely well. It is seasonally significant that you would hold this at this time, and probably right into May. You might let this run.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
BUY DIS-N Walt Disney Market Call (BNN TV) 2014-10-28 $89.930

Did really smart moves 15-20 years ago with the ABC purchase. There is a lot going on inside that he is really positive about. There is a Star Wars movie coming out in December. Marvel continues to license and put out new shows.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
PAST TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2014-10-28 $89.930

(A Top Pick May 14/14. Down 11.13%.) Short. A great company and really well-run. He wasn't shorting the company; he was shorting the trend that takes place. This company tends to underperform during summer months. This year, that didn't work. Seasonally, this is a good time to be in this stock.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC No View
COMMENT G-T Goldcorp Inc Market Call (BNN TV) 2014-10-28 $25.080

Probably the best large gold company. Switzerland is having a referendum vote, where they want to bring back the gold standard back to Switzerland. There is quite a big groundswell of support. If this happens, there are estimates that there will be a lot of gold buying. Feels that gold bulls are grasping at straws sometimes. He doesn't own any gold positions.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
COMMENT GE-N General Electric Market Call (BNN TV) 2014-10-28 $25.880

This is getting more positive coverage right now in the press. However, it doesn't do it for him. There are better names that are more focused that he prefers. If you are there for the dividend, continue to hold.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2014-10-28 $25.880

If this company starts going up and the small caps go up, that is a positive sign. This is a significantly seasonal time for this company, and we should start to see it leading the way. Industrials have just started to pick up a little bit. The chart shows this company has been off its support line.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
TOP PICK GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2014-10-28 $113.450

Believes this company is reporting tonight. They have the hepatitis C drug, followed by a newer version. The 2nd version is selling like crazy within 95%-99% success rate. Making $25 billion in revenue. Very strong name. This is one that you should pick at. Maybe 1% today, watch the earnings tonight, and then do the other half tomorrow.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
COMMENT GS-T Gluskin Sheff and Associates Market Call (BNN TV) 2014-10-28 $27.770

Probably Canada's best private client wealth manager. There are a couple of advantages with respect to what they do. There is a lot of CRM legislation coming down the road, which is going to adversely affect a lot of the big mutual fund companies. This will require a full disclosure of fees and a possible ban on trailer fees. This is not the model that this company works with. They took a more conservative approach in the last couple of months, and have done a pretty good job. The stock has declined about 20% in this recent decline. He would still be interested in owning this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
WAIT HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2014-10-28 $8.760

Metals tend to wait a little for the market to pick up a little bit and some conviction in the economy. Also, emerging markets tend to have a seasonal period that starts later on in November, a little bit later than the broad Western markets. So companies like this will actually start performing well at about that time. It might start earlier, but right now there's no sign of that happening.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
COMMENT HVPW-N US Equity High Volatility Put Write Fund ETF Market Call (BNN TV) 2014-10-28 $23.840

This takes advantage of high volatility where premiums expand on option writing. Can certainly do very well in providing a high level of income, but he thinks there is a certain amount of time decay that happens over time. So you have to be very careful.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
PAST TOP PICK IEF-N iShares 7-10yr Tr. Bond E.T.F. Market Call Tonight (BNN TV) 2014-10-28 $105.430

(A Top Pick May 14/14. Up 2.95%.) Bonds tend to do well from May into October. This is still in an uptrend and, from a seasonal basis, can perform well until the end of the year.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC No View
WAIT LUN-T Lundin Mining Corp. Market Call Tonight (BNN TV) 2014-10-28 $5.260

Metals tend to wait a little for the market to pick up a little bit and some conviction in the economy. Also, emerging markets tend to have a seasonal period that starts later on in November, a little bit later than the broad Western markets. So companies like this will actually start performing well at about that time. It might start earlier, but right now there's no sign of that happening.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
WAIT RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-10-28 $32.120

Metals and mining sectors usually pick up in the latter part of November. The chart indicates it is still in a down trend and has a little ways to go before reaching its support level.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
DON'T BUY S-T Sherritt International Corp. Market Call (BNN TV) 2014-10-28 $2.690

A leverage play on nickel prices. Lowered the amount of production coming out of the Madagascar mine, and pushed out and lengthened the life of the mine. Also, the ban on iron ore in Indonesia affected the price. There will be a lot of torque to the upside when nickel prices get back on firm ground. Believes there are better names and better sectors to be.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
HOLD SBUX-Q Starbucks Market Call (BNN TV) 2014-10-28 $77.050

Reporting in the next little while. Over 5 years, it has done very, very well and there is no reason to think that this won't continue.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
COMMENT SU-T Suncor Energy Inc Market Call (BNN TV) 2014-10-28 $39.000

The problem that most Canadians have had is that 20%-30% of the TSX composite is made up of energy and commodities. You shouldn’t have to pay that much as far as multiples expanding and going up and down. Very cyclical. Nobody seems to know when to sell these. Doesn't feel it is a buy-and-hold.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Unknown View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-10-28 $39.000

Suncor (SU-T) or Crescent Point (CPG-T)? Two totally different stocks. We might still see oil production pushing down here a little bit, but that will take a little while for it to roll through. He looks at this from a seasonal perspective. If the oil sector really starts to ramp up here, you are going to get more bang for your buck out of Crescent Point. Because the energy sector is out of its seasonal period, he would be going with a more defensive oil play, which is Suncor.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
COMMENT TIF-N Tiffany & Co. New Market Call Tonight (BNN TV) 2014-10-28 $94.740

This would have a seasonal pattern similar to the retail sector, which tends to do well coming into Black Friday. Most diamonds tend to be consumed at this time of year. You want to get in before that starts to happens, before consumption starts taking place. Technically that would be right about now. Chart shows it is heading down so he would wait until it showed some signs of strength. Seasonally, this would be the period for that.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
COMMENT TKM-T Tekmira Pharmaceuticals Market Call Tonight (BNN TV) 2014-10-28 $20.210

This company works on Ebola treatments. A stock like this is driven by news. There is seasonality to biotechs from June 23 to September 13, but in this case there is too much news going on.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
HOLD TXF-T First Asset Tech Giants CC ETF Market Call (BNN TV) 2014-10-28 $11.980

The reason most people buy this is that they are looking for another source of dividend income. He likes this vehicle. It takes advantage of all the moving parts within the volatility. Technology sector changes constantly.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Unknown View
TOP PICK UPS-N United Parcel Services Market Call Tonight (BNN TV) 2014-10-28 $102.900

The seasonal period is from October 10th to December 8th. This trade has worked 93% of the time and produced an average return of 8.1% since 2000. You don't want to wait until Christmas to exit; you want to get out before. Right at the peak when the whole delivery system occurs, around December 8th.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC No View
PAST TOP PICK WETF-Q WisdomTree Investments Market Call (BNN TV) 2014-10-28 $11.510

(A Top Pick Nov 6/13. Down 24.6%.) This is the ETF manufacturer, so they do a lot of ETF's. He got stopped out of this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
COMMENT WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2014-10-28 $31.420

Airlines are part of the transportation sector, which tends to do well from October into November. There have been a lot of things happening in the airline industry including Ebola, currency, oil prices, but airline stocks have actually done quite well. Seasonally the transportation sector will be fading away in a few weeks time. Well-run company and is performing quite well. Have a lot of things going for it. Have increased baggage fees and fuel costs have dropped substantially. If it starts to underperform in the next few weeks, he would pull out.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
TOP PICK XLI-N SPDR Industrial E.T.F. Market Call Tonight (BNN TV) 2014-10-28 $54.640

This never really blows away the S&P 500, but it beats it on enough of a basis that it makes sense to do a trade. Typically you would get in now and hold it until at least the end of the year. From October 28th to the end of the year, it is up about 88% of the time, and has produced a 6% average return from 1990 to 2013.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Yes View
PAST TOP PICK XLP-N SPDR Consumer Staples ETF Market Call Tonight (BNN TV) 2014-10-28 $46.200

(A Top Pick May 14/14. Up 5.43%.) This underperformed as the market was going up, but has actually done quite well and outperformed the S&P 500.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC No View
BUY XPF-T iShares S&P/TSX N.A. Preferred Market Call (BNN TV) 2014-10-28 $19.740

A lot of interesting things have happened in the preferred share market in Canada and the US. Composition has been changing, and there has been more inventory to choose from. He prefers Horizons Active Preferred (HPR-T). He is just there to collect a reasonable dividend and not looking for any major growth. This one is fine and has the US side as well.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
TOP PICK XRT-N SPDR Retail ETF Market Call Tonight (BNN TV) 2014-10-28 $87.400

This is a retail ETF. Well diversified by holding approximately 1% in each of the retail companies. This is the time of year when you want to be in retail stocks, because the big event for retail is Black Friday, and you want to be in about a month ahead of time, and you want to Sell at about that time. Last year the retail sector underperformed right after Black Friday.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Yes View
SELL YHOO-Q Yahoo! Market Call (BNN TV) 2014-10-28 $45.870

If he owned, he would move off the name. A lot of people held the name in anticipation of the Alibaba (BABA-N) spinoff. Thinks the competition is just too much.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
COMMENT ZEB-T BMO Equal Weight Bank ETF Market Call (BNN TV) 2014-10-28 $23.910

With this you are buying a straight up ownership interest in the major 6 banks and you receive the dividend payment. A very simple ETF with no financial engineering.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Market Call (BNN TV) 2014-10-28 $17.410

This one writes covered calls against its position, i.e., selling a Call where you receive income. The problem is you're selling away future gains. He would prefer the ZEB.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-27 $0.020

There will be a cold war between fracking in Canada and OPEC.  For the next year or so there will be playing back and forth.  OPEC has said they are okay with oil in the $80-$100 range.  In Canada, you have to cut costs, and be sure of your cap-X.  A lot of the production in the world will not be profitable.  He added SU-T on the weakness to client portfolios.  ZEO-T yields 3.4% and on a risk adjusted basis, you get a better quality dividend than the banks.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-27 $0.020

Markets.  When you look at longer term value in oil stocks you have to look at this as a pullback and a buying opportunity.  Fundamentally nothing has changed in the last 5 months except punishing Russia.  The US is suppressing world oil prices.  Forecasts are $70 for the next year or two for oil prices.  Accumulate on weakness, not run for the sidelines here.  Speculators are still very long oil.  The price should not stay below $80 for long.  If we get the pipelines going east/west we can sell our oil more easily on world markets and get the price and this will benefit Canada.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-27 $0.020

Educational Segment.  How to Play the Energy Sector.  ZEO-T, HXE-T, CLO-T, and XEG-T are the 4 ways to play the energy sector.  OXF-T and HXE-T do a covered call overlay, offering two more ways.  Equally weighted ETFs usually outperform market weighted indexes.  Covered call ETFs usually give you about 2 percentage points more than the others.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-27 $0.020

Markets.  He saw a lot of investors selling because the market was down.  Then people said the market was down because oil was down.  Two weeks ago was ridicules, just full on fear.  There were opportunities.  This quarter doesn’t matter.  It is the next 5 years that matter.  There is a lag effect of 6 to 9 months for the oil price to affect markets.  If oil prices stay low for any period of time it is like another stimulus to the economy.  Get a weighting in the sector that you are comfortable with.  Keep your weightings in the sector.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-27 $0.020

Markets. The recent correction was a little worse than those after 2008. This is because we have gone about 2-2.5 years without a 5% correction, which has been talked about for some time. We have forgotten how bad it can feel. Indexes are down, but if you take a look at some of the subgroups, they were down 15%-20%, and in some cases 25%. He is betting that the worst is over. If you look at the underlying US economic data, it is far too good relative to what we expected, and it is getting better. Feels this is going to propel corporate earnings, which we are currently getting, to propel the market higher. There are a number of catalysts to keep the economy and stocks moving forward. Real wages have gone up 5.5% year-over-year, as has CPI at 1.7%. Wealth has increased, mainly because of the stock market’s rise. Part of the problem is that it is an uneven distribution. At the banks, there is relaxation of lending standards as well as easing of mortgage lending standards. Lower oil prices eventually lead into the economy, giving the consumer more money.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
COMMENT AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-27 $8.680

Flights are full, fuel costs are down 20%, the pension plan is fully funded, and the economy is recovering. The only question he has is, how much better can it get. In addition to that, they have started charging for extra baggage, which is a great positive for corporate cash flow earnings. Too volatile for him. He has tended to avoid this type of stock over the years.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-10-27 $57.790

Don’t load up because it is a single business.  Nothing changed in the fundamental business from $90 to $50.  Valuation is not unattractive.  Raised dividend 18 times in a row on a quarterly basis.  It is a pretty good story of consolidation in the auto industry.  Potentially an acquisition target.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
SELL ATP-T Atlantic Power Corp. Market Call (BNN TV) 2014-10-27 $2.520

Downgraded on the first dividend cut and now they did it twice.  Negative on earnings growth potential as well as on management.  The cash flow is enough to support the bond so he would not be worried about them.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
BUY AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2014-10-27 $31.800

A fabulous company in terms of online gaming.  He really likes the company.  Prefers to AVO-T.  The industry is growing so fast.  They have done every single thing right in the last 4 years.  Management has 26% of the company.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-10-27 $16.590

Bank of Nova Scotia (BNS-T) or Bank of America (BAC-N)? By owning a Canadian bank you can take advantage of the Canadian dividend tax credit, which basically means a lot. Secondly, if you are going to buy something in the US, you are paying up for it, and that implies a potential exchange risk down the way.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2014-10-27 $26.440

Expecting dividend increase for the past year.  Half their business is utilities.  Business is good and they are growing fairly rapidly.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-10-27 $49.110

Doesn’t own any of the communication stocks. With all the turmoil going on in the industry and the possibility of a 4th entrant, the competition is going to be severe. He has stayed away for the past couple of years. The dividend is safe, and if you are a senior and looking for flat to modestly rising growth, you are going to get this from this company. This one would be OK.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-10-27 $10.770

He was disgusted by unexpected dividend cuts and sold his holdings. It has had quite a correction. You have to be positive on natural gas over the next 3-5 years, which he is. Feels this company will benefit from a rising tide. He prefers ARC Resources (ARX-T). 7.8% yield.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-10-27 $67.950

Bank of Nova Scotia (BNS-T) or Bank of America (BAC-N)? By owning a Canadian bank like this, you can take advantage of the Canadian dividend tax credit, which basically means a lot. Secondly, if you are going to buy something in the US, you are paying up for it, and that implies a potential exchange risk down the way. This is a great way of playing the Canadian economy as well as emerging markets.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-10-27 $5.130

Really got hit with the sector.  Had a good run so it was easy to sell.  Management did a good job.  At the level it is today it is starting to look interesting, but you will need patience.  It’s a question of what the sustainable growth rate will be.  The new growth rate is still sustainable.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
HOLD CAE-T CAE Inc Market Call Tonight (BNN TV) 2014-10-27 $14.860

Likes this because it is a Canadian quasi-tech story that basically feeds into global markets, both from the simulator side and from the training side.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
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