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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 Market Call (BNN TV) 2015-04-24 $0.020

Markets. He will reduce his correlation to the equity market during the summer because that is a period of increasing volatility. There is a lack of positive catalysts to drive the market higher. You don’t want to be exposed to all that volatility. Investors expecting a decline between May and October might be disappointed. The average is only a decline of about 2 tenths of a percent. The market has actually been more positive than it has been negative about 62% of the time using the S&P 500. If you are not of the belief that we are going through a recession, you could actually do all right during the summer. For him, he wants to reduce correlation. This year there could be a higher than average chance of a sizable correction during the summer. He is seeing economic data that is a little bit soft. His biggest concern is if the Fed does not raise rates because the economic data is not strong enough to support it. S&P 500 is basically flat during the summer. There are no major catalysts to drive it higher. You get your major strength from October to May. The major sectors that pull down on the broad average are discretionary, industrial and materials. If you stay away from those and go towards lower beta securities, you can make plays in consumer staples, which is a big thing during the summer, such as healthcare, utilities and even some of more commodity sensitive areas such as energy, agriculture and even gold miners.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-24 $0.020

Healthcare. Tends to do well during the summer. It is less correlated to the market, so you don’t see the seasonal shift that some of the other sectors do. The period for healthcare starts about now and runs through to September. (See Top Picks.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-24 $0.020

Gold. Seasonality for gold follows the same time frame as agriculture stocks, from about the end of June all the way through to September and October. Basically this is a time of rising volatility.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-04-24 $130.280

Earnings are coming out on Monday and there is a lot to be cautious about when earnings are coming out. This stock can be a bit weak following earnings. This is a growth story and it is hard to find periods of negative strength for it. Technically it is consolidating right now and forming a bit of a triangle, so you are waiting to see it breakout. There is a developers’ conference coming up, and that is where investors get really excited into June, so that might be the time to pick it up on the cheap.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT AGU-T Agrium Market Call (BNN TV) 2015-04-24 $127.900

Seasonality for fertilizer stocks runs from June all the way through to September, and tends to do quite well. The average gain for this company from June through September is about 10%. You want to enter into these more towards the mid-summer.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK ARE-T Aecon Group Inc Market Call (BNN TV) 2015-04-24 $13.150

(A Top Pick Feb 13/15. Up 12.58%.) This one benefits from February all the way through to June. Spring is construction season and construction spending increases every year from March through to August.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
WAIT BCE-T BCE Inc. Market Call (BNN TV) 2015-04-24 $54.660

Telecoms do not have any distinguishable seasonal trends. Basically the higher yielding equities have less correlation with the market. From a seasonal point of view, you could actually invest in these in the summer time. The chart is showing a bit of an intermediate-term weakness. We are still a week or 2 away from seasonal weakness from broad equity markets, so there is still time for investors to kick into this thing and really chase the yield. For now, stay away from this and get into it towards May or even into the summertime.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
SELL CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-04-24 $141.120

Material stocks (packaging) tend to do well from October all the way through to May. This one has done quite well. From a seasonal perspective, you want to look to rotate out of this. Look for more defensive areas in the market. This has done quite well, so take your profits.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-04-24 $80.540

Transportation tends to do quite well between January and about May. This one hasn’t done too much and is now in the process of rolling over. It is underperforming the market.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY CVE-T Cenovus Energy Market Call (BNN TV) 2015-04-24 $23.340

Energy stocks have been doing quite well. A lot of them bottomed in January and some have gone up 20%, 30%, 40%. This one hasn’t participated the way he would have liked to see. The chart shows a descending trend line from September, which is presently being tested. There isn’t too much reason to get in now.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2015-04-24 $92.810

Chart shows a straight line going higher from November on. The 20, 50 and 200 day moving averages are moving higher. Has been overbought over the past couple of weeks and it is starting to show signs of curling lower. There could be a pullback here. For an entry point, he would be looking more towards the 50 day moving average.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY DHX.B-T DHX Media Market Call (BNN TV) 2015-04-24 $8.360

Discretionary stocks tend to gain from October all the way through to May. During the summer it is a bit negative and volatile. Since October, this one has been flat. It is now rolling over and underperforming the market. 50 day moving average is pointing lower.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK EFA-N iShares MSCI EAFE E.T.F. Market Call (BNN TV) 2015-04-24 $67.400

(A Top Pick Feb 13/15. Up 5.6%.) The period of seasonal strength for stocks benefits all markets globally and this has been the beneficiary of that.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
TOP PICK HFR-T HAP Floating Rate Bond ETF Market Call (BNN TV) 2015-04-24 $10.160

This is essentially his cash hoard during the summer. When he takes off his equity positions, he goes into this, which is basically a steady Eddie gainer. It gains quite consistently. It’s a portfolio of debt securities and hedges of the interest rates through using Swaps. If we do get a rate rise this summer, you could potentially benefit from this.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
COMMENT IBB-Q iShares Nasdaq BioTech ETF Market Call (BNN TV) 2015-04-24 $363.700

The month of May is probably one of the strongest months of the year for biotechs. The industry gains about 70% of the time for the month of May. Everything NASDAQ related tends to do well from about mid April all the way through to about mid July. The more predominant period of seasonal strength, which he tends to play, is from about mid June all the way through to September.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK MRE-T Martinrea Market Call (BNN TV) 2015-04-24 $12.340

(A Top Pick Feb 13/15. Up 11.16%.) This has a period of seasonal strength from January all the way through to May, and the average gain per year is about 20%. Auto parts tend to benefit in the spring.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
WATCH PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-04-24 $1.620

The longer-term trend is intact, higher highs and higher lows. This obviously needs some consolidation. Look towards buying this more towards the 50 day moving average. (See Top Picks.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-04-24 $40.590

Seasonality for fertilizer stocks runs from June all the way through to September, and tends to do quite well. You want to play this more through the summer period or October through to the end of the year. Last summer was a bit of a bust, particularly for this company. You want to enter more towards the last half of the year rather than the present.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY SWY-T Stornoway Diamond Market Call (BNN TV) 2015-04-24 $0.660

These stocks can do well all the way through to February and then they tail off. This one has been dreadful. Seasonally, you don’t want to be invested in material stocks during the summer.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT VLO-N Valero Energy Corp Market Call (BNN TV) 2015-04-24 $60.050

Energy has a period of seasonal strength from January all the way through to May 9 on average, and this one has performed up to expectations. It is currently consolidating. We have the end of seasonal strength coming. If you are looking past the seasonality, you want to be into the refiners right now. From a seasonal play, he would recommend getting in right now, but from a longer-term perspective this is a place you want to be in the energy sector.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY WJA-T Westjet Airlines Market Call (BNN TV) 2015-04-24 $27.140

Transportation sector tends to do well from about September all the way through to the end of October and into November. It tends to peak around the US Thanksgiving holiday. Then the following period of seasonal strength is from January all the way through to May. This stock did well for the 1st period of seasonal strength, but didn’t do so well for the 2nd period. There are quite a few concerns around the transportation area right now.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT XRE-T iShares S&P/TSX Capped REIT Market Call (BNN TV) 2015-04-24 $17.230

REITs are a good play in the summer. Usually you get falling rates during the summer. Investors want to be less correlated and reduce their risks to equities, and often trend towards the bond markets. From March to May is the 1st period of seasonal strength for REITs, and then June through August is the next period. This one is heavily weighted into 2 securities, so if you want more of an equal basket, there is BMO Equal Weight REITs Index (ZRE-T).

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WATCH ZGI-T BMO Global Infrastructure ETF Market Call (BNN TV) 2015-04-24 $34.460

Chart shows a trend of higher highs and higher lows from October. He does not have a seasonality for infrastructure. Generally they tend to be steady Eddie stocks. They don’t suffer from seasonal trends. From a technical perspective, the longer trend is quite good. There is some consolidation and there is support at about $33. It is forming a bit of a triangle consolidation. If it breaks down below support of about $33, then you want to stay clear of it. But if it breaks out, higher highs and higher lows will continue.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call (BNN TV) 2015-04-24 $27.380

A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
COMMENT ZRE-T BMO Equal Weight REITs Index Market Call (BNN TV) 2015-04-24 $20.850

REITs are a good play in the summer. Usually you get falling rates during the summer. Investors want to be less correlated and reduce their risks to equities, and often trend towards the bond markets. From March to May is the 1st period of seasonal strength for REITs, and then June through August is the next period. The chart on this one shows the rising trend line pushing up towards resistance, and eventually you would expect a break out, which is a bullish resolution.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK ZUH-T BMO EqWt US HthCare Hedged CAD Market Call (BNN TV) 2015-04-24 $43.645

Healthcare tends to do quite well during the summer. The healthcare sector on average gains about 4.6% between the start of May to about the end of October. That outperforms the S&P 500 by about 4.3%. This is a way for Canadian investors to play US healthcare stocks.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-23 $0.020

Markets.  The NASDAQ is above its all time high, but he is very concerned about what he is seeing.  The reasons for markets going higher is a problem.  The Chinese economic news continues to worsen, for example, and yet the market continues to go up due to stimulus.  The US is the only market that has lagged and it is because they stopped QE.  The medicine of low interest rates has been way overdone.  You are forcing all investors further down the risk curve just to get any kind of return.  This is not right and when it ends it will end ugly.  He is getting more defensive.  He has more cash than previously.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE _N/A View
SELL ON STRENGTH A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-23 $0.020

Canadian Banks.  Consumer credit in Canada looks a lot like the US in 2007.  More regulatory capital will be required due to the federal budget.  Loan demand just isn’t there.  He is cautious on Canadian banks and has lightened his positions on recent strength.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-23 $0.020

Markets. It is hard to look around and find good value. Markets are quite expensive. We are seeing a pretty soft US earnings season. Greek problems are coming up. There is fear of seasonality. There has really been a softening of US data points in the last little while. Even though equities are expensive and much harder to buy here, they are still so much cheaper than bonds. Expects the market will get the benefit of the doubt. Data is generally improving in Europe. There is a lot more accommodation in China. US earnings have been pretty murky to date, but a lot of the earning releases are front-end loaded to multinationals, which are very sensitive to a tough greenback. Domestics will start reporting in the next little while, and he thinks that will also give a little bit of a lift. You still have the effects of lower oil to come, and you have easy money everywhere. Pullbacks will be shallow and you want to keep on trying to buy them.

Greg Newman CANADIAN DIVIDEND UNKNOWN _N/A View
TOP PICK AFN-T Ag Growth International Inc Market Call Tonight (BNN TV) 2015-04-23 $52.240

He sees 26% earnings growth over the next couple of years. They are on the cusp of acquiring Vicwest’s Westeel division, which he thinks is going to double their Canadian sales. Expecting 20% growth on their US sales and he is projecting 37% increase in their international sales. 75% payout ratio. 52% of their earnings are coming from the US. Dividend yield of 4.59%.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK AGU-T Agrium Market Call (BNN TV) 2015-04-23 $128.860

(Top Pick Jun 2/14, Up 34.94%) He sold because it was at the high end of the valuation and he sees tightness in the nitrogen markets.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
PAST TOP PICK BAC-N Bank of America Market Call (BNN TV) 2015-04-23 $15.690

(Top Pick Jun 2/14, Up 3.93%) They are getting through some of the problems they went through during the financial crisis.  One of the better of the major banks in the US.  Loan growth has been slow, but their acquisition of Merrill Lynch has worked out well and what they have done on the housing side.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2015-04-23 $15.690

(A Top Pick March 20/14. Down 11.58%.) This has been disappointing. It was cheap then and it is cheap now. The thesis is still alive, which is a play on US housing, the eventual loan growth, steadily improving capital levels, etc.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY on WEAKNESS BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-04-23 $66.840

Has had a big move since the March lows. The game in financials right now is about cost cutting. Government is going to increase taxes on shadow dividends, which is going to knock another 1% off his 2016 estimates on the banking group in general. Banks are a good group. Dividends are high. You are probably going to have a better time to Buy over the next couple of months.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
COMMENT BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2015-04-23 $142.430

He feels the passing of Warren Buffet would not affect the stock fundamentals, nor the market in general.  BRK.B-T has a succession plan.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
PAST TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-04-23 $23.590

(A Top Pick March 20/14. Down 42.43%.) When he recommended this, they were on the precipice of closing the Aurora transaction, which would have been really accretive for them if oils had stayed at the levels that he was modelling. Sold his holdings in the $30s.

Greg Newman CANADIAN DIVIDEND UNKNOWN No View
BUY C-N CitiGroup Market Call (BNN TV) 2015-04-23 $53.220

Big US banks would be one of the safer places to be in the US.  You will probably start to see dividends start or increase with the US banks.  Investment banks have done better than banking banks.  He thinks this one could do fairly well.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY on WEAKNESS CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2015-04-23 $29.130

A nice little company and the dividend is pretty safe. He models an all-in comp annual growth rate at about 6.3%, which is about 300 basis points above its 5 year average. Payout ratio is 75%, so your 4% dividend is safe. Lower commodities are helping them. His price target is $29.75. Trading at about 18.5X adjusted funds from operations, versus the 5-year average of around 17.5. You want to be adding this on a pullback.

$29.75 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
BUY on WEAKNESS CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2015-04-23 $97.040

Trading at a lower valuation than the group, and has a much better dividend. The market is concerned that this is a pure play on Canada and that if they buy anything in the US, they will be paying too much. Thinks there will be a better level to buy this at, but this is not going to hurt you. Try to buy at a lower level.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-04-23 $80.740

Harrison did for CP-T growth what he did when he was at CNR-T.  Going forward they should perform similarly.  He finds them expensive, however.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-04-23 $80.740

Just had a good quarter and that is going to be the best quarter they will have for the year.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
BUY CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2015-04-23 $239.910

Just had their earnings yesterday and he boosted his target price $5 to $250 even with weaker crude by rail, a lower Cdn$ and coal. Management is competent. They can double their earnings per share by 2018. He sees them earning $17 in 2017. Which puts them at a 14.1X PE. The only concern he has are possible regulatory issues.

$250 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-04-23 $32.290

At $50 oil this year, he sees 154% payout ratio for 2015. Debt to cash flow is 2.4% this year and widens to 3.2% next year. Still not bad relative to the group.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
COMMENT CPX-T Capital Power Market Call Tonight (BNN TV) 2015-04-23 $24.700

This is a good name. He sees it going higher and has a $32 target on it. One of the problems with this space right now is that Alberta power prices are weak. Fortunately they have hedges in place for 2015-2016 and they have accretive projects coming on later this year. Nice dividend and a low payout ratio.

$32 Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY DH-T DH Corporation Market Call Tonight (BNN TV) 2015-04-23 $42.390

The whole area is getting a little bit pricey, but is still cheaper than its peers. Just did another big acquisition, bigger than its last one, that is going to help drive growth, global reach and cross sell. Very well positioned to benefit from the big trend of electronic payments. He sees this growing very well over the next couple of years. About 62% of their business will come from the US. Has a $48 target on this.

$48 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
BUY on WEAKNESS DIS-N Walt Disney Market Call (BNN TV) 2015-04-23 $109.000

This is the best growth stock over the last 50 years.  They continue to reinvent and reposition themselves.  Only trades at 20 times.  A classic great growth story.  The valuation is at the high end, but long term you should own it.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
DON'T BUY ENB-T Enbridge Market Call (BNN TV) 2015-04-23 $65.260

Stock vs. Stock.  ENB-T vs. ENF-T.  There was movement of assets between ENB-T and ENF-T and you saw that affect valuation.  Prefers ENF-T right now.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2015-04-23 $38.860

Stock vs. Stock.  ENB-T vs. ENF-T.  Prefers ENF-T right now.  There was movement of assets between ENB-T and ENF-T and you saw that affect valuation. 

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2015-04-23 $38.860

Payout ratio is 86%. He sees 18% cash flow growth over the next couple of years from drop-downs from the parent. Given Enbridge’s (ENB-T) assets that are being dropped down, he thinks they are going to be able to grow in just about any sort of oil environment. The problem is the way they are going to be financing some of their drop downs, by possibly issuing equity.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY FFH-T Fairfax Financial Market Call (BNN TV) 2015-04-23 $662.000

The asset value within the company is very strong.  He sees no reason for anything to change. 

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
PARTIAL BUY FTT-T Finning Int Market Call Tonight (BNN TV) 2015-04-23 $23.620

There is weakness in new equipment sales, but they are having modest strength in sales of used equipment, rentals and product support. Also, the lower Cdn$ is mitigating to a certain extent. He doesn’t see a lot of growth. Expects they will be increasing their dividend 12% over the next couple of years. Their payout ratio is really low. You could probably pick away at this if you are patient. 3% dividend yield.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
HOLD G-T Goldcorp Inc Market Call (BNN TV) 2015-04-23 $23.710

The problem is that the valuation is the highest in the group.  They had some problems in Mexico with missing production estimates.  Gold prices checked back and so you saw a pullback in G-T.  Hold it, but don’t add to it.  He prefers mid-sized companies that might get taken out.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
DON'T BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2015-04-23 $105.205

If they deliver the earnings expectations they should do well.  The question is will insurance companies continue to absorb the costs they are paying out.  He would prefer to diversify, perhaps buying an index ETF.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
TOP PICK GOOGL-Q Google Market Call (BNN TV) 2015-04-23 $557.460

(Top Pick Jun 2/14, Down 1.91%) The bears think growth is slowing, but Google owns a huge asset in their data.  There is no reason not to continue to own it.  Earnings are coming out tonight.  They own the search market.  No one attributes any value to the Android operating system, but it runs 60% of the smart phones in the world.  Wait until you see the earnings before going in.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
BUY HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2015-04-23 $26.990

Thinks it is on the 5th inning stretch. Has a $36 target on it and it is going to get there. They are gaining strength in retail and on line, margins are improving. 63% of their earnings come from the US, so they have that FX tailwind. They are plugged into a better consumer in the US with better oil prices. He sees 22% dividend growth and 46% earnings per share growth over the next couple of years.

$36 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
BUY IFC-T Intact Financial Market Call Tonight (BNN TV) 2015-04-23 $93.290

Even though it has had a big move, it is still trading on a PE basis of around 14X, versus its five-year average of 15.6X. Just did an acquisition from Canadian Western Bank (CWB-T), which will be somewhat accretive to this year’s numbers. A fragmented business, so future acquisitions really provide a source of upside.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK INN.UN-T InnVest Reit Market Call Tonight (BNN TV) 2015-04-23 $5.730

Thinks they can grow their earnings by almost 25% for the next few years. This comes from a combination of improving revenue per unit growth. Demand growth for rooms is outpacing supply, so he sees higher occupancy. With the Cdn$ where it is, Canadians are more likely to stay in Canada and Americans are more likely to come to Canada. This name benefits from lower oil prices. This trades at 11X, versus the hotel REITs which are closer to 13X. Dividend yield of 6.97%.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
DON'T BUY K-T Kinross Gold Market Call (BNN TV) 2015-04-23 $2.820

Not his favourite in the golds.  Too many assets in Russia.  They are writing off assets. 

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY KMP-T Killam Properties Inc Market Call Tonight (BNN TV) 2015-04-23 $10.910

This has been range bound. Occupancy has been pretty sloppy for the last 12 quarters, but actually picked up last quarter, which was good. He is seeing net property income growing 3%-3.5% over the next couple of years. Expects they can do about 11% AFFO growth. Trading around 16X which is in line. Expects this is probably a very good GARP candidate. Likes the way it is turning here. 5% dividend yield.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2015-04-23 $22.240

He likes both MFC-T and SLF-T.  He prefers lifecos over banks in Canada.  MFC-T has taken down the sensitivity to the market.  They are in line to hit their 2016 targets that they set a couple of years ago.  The core businesses of both companies look good here.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-04-23 $22.240

Sees 16% in earnings growth over the next couple of years, along with 14% dividend growth. They just combined with an Asian bank to get exclusivity on insurance products. Have stumbled over the last couple of years. EPS has been missing on the core earnings, but they are on track for their 2016 plan. When interest rates go higher, this will be a beneficiary.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
HOLD MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-04-23 $64.510

You have to be a little cautious with the auto sector.  He would continue to own it, but prefers MRE-T. 

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
PARTIAL BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-04-23 $64.510

Has had a huge run, but there is more to go. Still not expensive. Trading at 5.4 versus its five-year average of about 6. He models 22% free cash flow growth and 40% dividend growth. Europe hasn’t even started to really produce good results for them. You can pick away at these levels.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
TOP PICK MRE-T Martinrea Market Call (BNN TV) 2015-04-23 $12.430

The litigation is out of the way.  The stock is now cheap.  They are positioned very well.  There is 15% earnings growth.  They have big European sales and there is an increase in the use of aluminum in cars and MRE-T is best positioned for this demand.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
DON'T BUY MRU-T Metro Inc (A) Market Call (BNN TV) 2015-04-23 $35.420

Non-food retailers have done better than food retailers, but he would rather own L-T than MRU-T because it has lagged and the Shopper’s acquisition will prove quite profitable for them.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
DON'T BUY MX-T Methanex Corp Market Call (BNN TV) 2015-04-23 $68.170

He has trouble with single commodity companies.  There is ample global supply.  There is not much cost cutting for them to do.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
TOP PICK PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2015-04-23 $37.540

This is a “steady Eddie”, a lower risk name. He sees 8.5X earnings per share growth compounded over the next couple of years. Dividend yield of 3.97% with a 6.2% annual growth. Trading below its five-year average at 11.5 versus 12.5. Very conservative payout ratio.

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
BUY on WEAKNESS REI.UN-T RioCan Real Estate Investment Market Call Tonight (BNN TV) 2015-04-23 $29.550

This is a great company. A lot of things have been thrown at it. There was Future Shop, Target, the changing retail landscape. He still models 4.6 AFFO growth over the next couple of years. They are unlocking value by building apartments on their lands and are getting ROE’s on that of about 8%. This stock is not on sale. Currently you are paying around 19X. Payout ratio continues to improve. Almost a 5% dividend. (See Top Picks.)

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
DON'T BUY RIO-N Rio Tinto Market Call (BNN TV) 2015-04-23 $44.870

International mining companies are still in a phase of asset disposition.  It is going to be a while before they get earnings growth.  Prefers Canadian mid-sized companies in copper, but even then only a small position.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE No View
BUY RNW-T Transalta Renewables Market Call Tonight (BNN TV) 2015-04-23 $12.700

Just had a drop-down of gas fired assets in Australia from their parent. This helps them grow. He models 11% free cash flow growth over the next couple of years. The combination of stable contracts and the recently announced drop-down is positive. 6% dividend and a 60% payout ratio. He thinks they can grow their dividend at about 7% annually. Has a $15 target on this.

$15 Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
DON'T BUY SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2015-04-23 $3.670

Did a Valhalla acquisition which looks pretty accretive. He models a 91% payout ratio for 2015 and 96% for 2016. Your dividend of 6%-7% is safe for at least a couple of years. It is priced cheaper than its peers at around 8.4X 2015. The bad news is that even though its debt is similar to the group, debt to cash flow is still 3.8X, and the cash flow per share still declines about 25% over the next couple of years. Unless you really believe oil prices are going to $75-$80, you don’t want to be chasing this.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
HOLD SU-T Suncor Energy Inc Market Call (BNN TV) 2015-04-23 $40.090

Energy stocks had a decent move recently.  He likes the assets of this one.  The growth profile is still there.  He is not a real bull on energy stocks.  He would not add to it right now, but it should be a core holding.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Unknown View
BUY on WEAKNESS TD-T Toronto Dominion Market Call Tonight (BNN TV) 2015-04-23 $56.040

Has had a big move since the March lows. The game in financials right now is about cost cutting. Government is going to increase taxes on shadow dividends, which is going to knock another 1% off his 2016 estimates on the banking group in general. Banks are a good group. Dividends are high. You are probably going to have a better time to Buy over the next couple of months.

Greg Newman CANADIAN DIVIDEND UNKNOWN Unknown View
TOP PICK TS.B-T TorstarCorp (B) Market Call (BNN TV) 2015-04-23 $6.890

They are sitting on a lot of cash.  Over half of their market capitalization is cash.  7.78% dividend yield.  You get a great yield while you wait.

John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
BUY U-T Uranium Participation Corp. Market Call (BNN TV) 2015-04-23 $5.590

This is one of the few commodities that he is positive on because of the restriction in supply and all the reactors coming on line over the next couple of years.  He has a decent position.  He has CCO-T also.

+25% John Zechner NORTH AMERICAN - LARGE DEFENSIVE Yes View
PAST TOP PICK VGK-N Vangrd European E.T.F. Market Call Tonight (BNN TV) 2015-04-23 $56.500

(A Top Pick March 20/14. Up 1.31%.) This was frustrating because he thought Europe was going to go higher. Russia going into the Ukraine created problems for Europe. Still has a small part of this, but switched into the Wisdom Tree International Hedged Equity Fund (HEDJ-N).

Greg Newman CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT ZUQ-T BMO MSCI USA High Quality ETF Market Call Tonight (BNN TV) 2015-04-23 $22.730

He doesn’t know this ETF, but ETF’s can be great. It depends on the size of your portfolio and what you are trying to achieve. Investing in US dividend stocks right now, as a blanket, you are investing in a pretty high market. He would recommend that you be more of a stock picker. If you own this and are prepared to hold for the long-term, you will be fine.

Greg Newman CANADIAN DIVIDEND UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-22 $0.020

REITs. REITs have had a pretty good 2015. Part of that comes from the base at which they were. They started the year looking very cheap, so a lot of money started to flow back in. The collapse of oil stocks also helped. Also, interest rates have not been going up, despite what everyone thought was sure to happen. Canadian REITs are more attractively valued compared to US REITs. They have always traded at a discount, which makes sense. However, they are at historical wide spreads now, indicating there is still value in Canadian REITs.

Derek Warren REIT's BULLISH on REITs _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-22 $0.020

Markets. Because he is focused on mid-caps, there are only about 450 names that are listed in Canada. This gives a relatively narrow pool. This is narrowed down more because he doesn’t invest directly in resources. When you take away the non-resources and focus on mid-caps, there is a fairly decent pool of about 200 names that he is interested in. Currently, he is about 90% Long and about 50% Short, so his net exposure to the market is about 40%. If you have a 40% net position, you have about 60% cash, so if he sees something he likes, there is no need to sell something to get it. Constantly looks at the liquidity of his portfolio to make sure that he is able to get out. As a general rule, he wants to be able to liquidate 85% of his portfolio within 5 trading days.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN _N/A View
HOLD AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2015-04-22 $5.030

The industrial market is doing very well. We are seeing rent growth in the GTA, its core markets. He continues to like the name. Not cheap anymore, but he continues to like it as a Hold.

Derek Warren REIT's BULLISH on REITs Unknown View
DON'T BUY ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2015-04-22 $39.240

Has never seen the allure of auto dealerships as an asset class, so he has been leery of the stock. It had a great run up until July of last year. From his viewpoint, it has too much exposure to Alberta and Western Canada. Alberta is by far the best auto market in Canada generally. With the circumstances that are happening in the Alberta economy, that is falling off considerably.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT ACR.UN-T Agellan Commercial REIT Market Call (BNN TV) 2015-04-22 $9.420

Acquired most of their US portfolio while the Cdn$ was still at a high level. The depreciation of the dollar has been very beneficial for them, which hasn’t quite shown up in the price yet. The real trigger for this is if they can start to sell down some of their Canadian assets and focus more exclusively on the US.

Derek Warren REIT's BULLISH on REITs Unknown View
TOP PICK ALGT-Q Allegiant Travel Comany Market Call Tonight (BNN TV) 2015-04-22 $167.850

Long (and Short Westjet.) This company has a terrible fleet. In comparison Westjet has a better product, is a better company and has a better fleet. However, when jet fuel prices go down, you want the least efficient fleet possible. The bulk of their fleet is McDonnell Douglas 80s, which eat up a lot of fuel. When fuel prices go down, they are a huge beneficiary. Just reported a 100% increase in their EPS.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2015-04-22 $15.000

He is underweight the stock, but does like the valuation. This is not hinging on the oil prices, so the question is, at what point does the market get over this.

Derek Warren REIT's BULLISH on REITs Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-04-22 $27.380

Had a great run. The one concern that he had was that a number of years ago, the US Department of Justice came down hard on a number of Canadian players. This company made the big acquisition of Poker Stars and are trying to get back into the US market, but the previous owners of Poker Stars had some issues with the US Department of Justice. He would be cautious on this.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-04-22 $27.720

Has been cautious on this name. Had thought their Q4 numbers would be a little bit disappointing, but the market reacted very positively. Management continues to give positive guidance for the year, which he felt surprised a lot of people. They have direct exposure to oil and gas, which is part of the reason it sold off. What they are trying to do during the lull in oil and gas, is to try to grow their US business. If they can grow the US business faster than they see declines in Canada, they could still get that growth.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT BB-T BlackBerry Market Call Tonight (BNN TV) 2015-04-22 $12.130

In the past, he has Shorted this, but more as a temporary Short. When he looks at a name like this, he is happy to be on the sidelines. The industry is changing so fast.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-04-22 $2.540

Has never been a big fan of this company. The issue has largely been with their accounting, which he doesn’t think is the most robust. Also, the transport division for him, for the last 15 years, has been run for cash flow as opposed to profitability. Not a fan.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
BUY BEI.UN-T Boardwalk REIT Market Call (BNN TV) 2015-04-22 $61.360

Very good management, very good balance sheet and has the ability to weather through different oil cycles, which they have done through their existence. There will be slower growth in rents in Alberta. He feels that if there is job pressure, wage pressure, etc. that will affect more of the housing market than the apartment market. This is a good Buy at these levels.

Derek Warren REIT's BULLISH on REITs Unknown View
PAST TOP PICK BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2015-04-22 $79.670

(A Top Pick April 16/14. Down 8.94%.) Short and Long Guardian Capital Group (GCG.A-T).

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
PAST TOP PICK BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2015-04-22 $29.620

(A Top Pick April 29/14. Up 47%.) This had been undervalued. There was a lack of appreciation of the quality of the real estate they had and the potential that was there for growth. There continues to be movement in the stock. It had been a stock that no analyst covered.

Derek Warren REIT's BULLISH on REITs Yes View
BUY on WEAKNESS CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2015-04-22 $29.390

Great company. Has been on quite a run, so it is a little rich. Perhaps over the summer there will be a bit of a break, which will give you a better entry point. What he likes is that you are buying the GTA area of Toronto. High growth area with a lot of immigrant population and a lot of people needing apartments.

Derek Warren REIT's BULLISH on REITs Unknown View
COMMENT CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2015-04-22 $13.810

A great investment. There is a scarcity in Canada of consumer names that are available to investors. Has had a nice run, but he sees further upside, largely because of the supply/demand fundamentals. There is a decreasing amount of shellfish, and they have a virtual monopoly on some of the species of shellfish. At the same time, on the demand side, you see people more conscious of the fish proteins and the need for them. Great long-term fundamental story. Has also benefited from the rising US$.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CPH-T Cipher Pharmeuticals Market Call Tonight (BNN TV) 2015-04-22 $13.670

Has avoided smaller pharmaceutical companies because he wears a hat as a generalist and couldn’t see the advantage he had of looking at a pharmaceutical name. Until a company gets to a specific scale where it is not taking as much drug specific risk, he would be very cautious about these names.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
BUY CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2015-04-22 $13.360

Looking very inexpensive. Hasn’t really seen the growth potential coming out. At this price and with this yield, this is a great long-term Hold.

Derek Warren REIT's BULLISH on REITs No View
PAST TOP PICK CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2015-04-22 $12.270

(A Top Pick April 29/14. Up 22.96%.) This is supported by both the demographics and the business. We have an aging population that needs more care.

Derek Warren REIT's BULLISH on REITs Yes View
COMMENT CUF.UN-T Cominar Real Estate Inv Tr Market Call (BNN TV) 2015-04-22 $19.460

With this, you are making a bet on the Québec economy. Very nice yield of over 7%. Don’t expect the price to go up too much, because the Québec economy is not growing at a great rate. Have a little bit too much debt, and they have been bringing that down.

Derek Warren REIT's BULLISH on REITs Unknown View
TOP PICK CWT.UN-T Calloway REIT Market Call (BNN TV) 2015-04-22 $29.910

Just struck a big deal with Smart Centres, which will be renamed as Smart REITs. Wal-Mart (WMT-N) is a core tenant which provides stability. He likes the opportunity that this company now has to continue to develop on their properties. Dividend yield of 5.38%.

Derek Warren REIT's BULLISH on REITs Yes View
PAST TOP PICK CXI-T Currency Exchange Intl. Market Call Tonight (BNN TV) 2015-04-22 $29.720

(A Top Pick April 16/14. Up 136.93%.) Still an uncrowded trade. Great story. Grew revenues and earnings by 40% last year. Management has been very conservative in saying they think they’ll be able to grow 30% in the next couple of years. He thinks they will do a lot better than that. At some point they are going to get their bank license, and when they do, it brings in all the Canadian banks essentially as customers. He thinks this will be a $50 stock within a year.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT D.UN-T Dream Office REIT Market Call (BNN TV) 2015-04-22 $28.130

He still doesn’t see sunshine through the clouds when it comes to the Calgary and Toronto office markets. There is still a lot of supply coming on. This company will continue to face those headwinds for some time.

Derek Warren REIT's BULLISH on REITs No View
TOP PICK DCI-T DirectCash Payments Inc Market Call Tonight (BNN TV) 2015-04-22 $16.950

Largest ATM provider in Canada, Australia and number 3 in the UK. He likes the 8.5% yield. Pretty cheap at 7X EBITDA. Very predictable cash flows. Not very well covered in the industry.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT DIV-T Diversified Royalty Corp. Market Call Tonight (BNN TV) 2015-04-22 $2.850

He looked at this as a possible Short idea. One thing that struck him is that it isn’t actually diversified in spite of its name, it only has one investment, casual dining in Western Canada. So for him, the risk profile is not something he feels very comfortable with, particularly with what is happening in Western Canada. Until it actually becomes diversified, he doesn’t think he wants to hold it. He would prefer Grenville Strategic Royalty (GRC-X), which has about 24 names.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT DRG.UN-T Dream Global REIT Market Call (BNN TV) 2015-04-22 $10.290

This is a call on Germany. It is more of an economic call. Dream Global went heavy into the German market. At the time, some of the transactions were wont to criticize. They now hold quite a good portfolio of assets. Most of the reports on this are very positive. He thinks it can continue to do well, as basically you are seeing German properties trade at more expensive values.

Derek Warren REIT's BULLISH on REITs Unknown View
COMMENT ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2015-04-22 $15.170

Still loves the name. 5% yield. Very cheap relative to the sector. The street is not giving them any credit for their sub-metering business, which is going to supply the growth in the long term. Have a number of initiatives going on in their core business that can get reasonable organic growth. They have the ability to pass price increases on. Also, doing more business in the air-conditioning and heating business, which tends to have bigger tickets in the types of equipment they are using.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT FCR-T First Capital Realty Market Call (BNN TV) 2015-04-22 $20.110

A fantastic company. Very high quality management team. Great assets. What he likes is that they pay detailed attention to leasing.

Derek Warren REIT's BULLISH on REITs Yes View
PAST TOP PICK GCG.A-T Guardian Capital Group Market Call Tonight (BNN TV) 2015-04-22 $18.570

(A Top Pick April 16/14. Up 9.64%.) Long and Short Bank of Montréal (BMO-T). In 2001, they sold their mutual fund business to Bank of Montréal in exchange for 5 million shares. Have been sitting on these shares since 2001. He looks at the value of those plus some of their other listed investments, and in the last quarter it comes to about 89% of Guardian’s value. For the stub that is left, you are paying next to nothing for it. Thinks this is worth a lot more.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT GRC-X Grenville Strategic Royalty Market Call Tonight (BNN TV) 2015-04-22 $0.830

They take about a 2.5% royalty on average, from smaller companies. Instead of paying to be invested in a venture capital fund, you are being paid the dividend from this. This gives you exposure to 20 names at a time, but not paying the fees of a venture capital fund. A fairly lucrative business. Dividend yield of about 6%.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT GRT.UN-T Granite REIT Market Call (BNN TV) 2015-04-22 $42.800

Likes this. An international REIT, as you are buying industrial real estate across the world. A lot of that is linked to the Magna (MG-T) empire. That can cause certain bits of disruption and a certain amount of volatility. The balance sheet is so good that they have the ability to continue to acquire high quality industrial real estate globally. Good source of income and growth over the next 3 years.

Derek Warren REIT's BULLISH on REITs Unknown View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2015-04-22 $45.130

This is a prime target that US hedge funds use if they want to Short the Canadian housing market. The reason is that banks are not as focused on the housing market.  A great company and very well-managed. They had 2 quarters where there were misses, and the share price reacted quite negatively. Good company, but just expensive at times.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
TOP PICK HOT.UN-T American Hotel Income Properties Market Call (BNN TV) 2015-04-22 $19.070

US limited service hotels. This is his income selection. He currently holds a half position and waiting for a few more quarters to get full confidence, but it is so attractive from a valuation standpoint. There is such a boom in US hotels and this one hasn’t received that benefit. Dividend yield of 8.43%.

Derek Warren REIT's BULLISH on REITs Yes View
COMMENT HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2015-04-22 $23.440

From a long-term income basis, he is very supportive of this REIT. A great diversified strategy that is going to be very stable for a long time. In the short term, they have been doing some transactions that have made him scratch his head a little. In the short term, it could continue to underperform slightly. However, it is a very large company and attracts a lot of capital. He is underweight this.

Derek Warren REIT's BULLISH on REITs Yes View
COMMENT IIP.UN-T InterRent REIT Market Call (BNN TV) 2015-04-22 $6.580

You’re not getting the yield on this that you would normally get, but in this case he thinks that is a good thing. The company is retaining more of the cash and redeploying it into the markets that they know so well. Focused in the Ottawa area. They are real creators of value, so he thinks it is a great long-term hold.

Derek Warren REIT's BULLISH on REITs Unknown View
COMMENT IT-T Intertain Group Market Call Tonight (BNN TV) 2015-04-22 $15.030

This and a couple of other gaming stocks did very well last year. Part of the reason was that people were looking for anything that was non-resource for a large cap investment. This had a nice growth profile in terms of its acquisitions. At this price, there are worse places you could put your money.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
HOLD KMP-T Killam Properties Inc Market Call (BNN TV) 2015-04-22 $10.960

For a long term hold, this is a great name. It has been frustrating in the short term and has been quite stagnant for some time. He feels that some of this is in regards to the Maritimes itself. They are continuing to expand in the Maritimes but have done a little bit of work outside.

Derek Warren REIT's BULLISH on REITs Unknown View
COMMENT LIF-T Labrador Iron Ore Royalty Market Call Tonight (BNN TV) 2015-04-22 $13.080

Because he is not a direct investor in resources, he asks that you take his comments with a grain of salt. Rio Tinto (RIO-N) is thinking about putting Labrador Iron Ore up for sale, as a consequence you might actually get a better lift on this royalty. He would be a little bit nervous about the dividends because the steel industry and steel suppliers are having a pretty rough time.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
DON'T BUY LW-T Leisureworld Senior Care Corp Market Call (BNN TV) 2015-04-22 $15.820

Seniors housing, but more of acute care. It is government pay and there is a very long waiting list of people who need the services. His concern is that this has had a very good run and they have been slowing down some of their growth tempering expectations, and the stock has continued to rise. Kind of into nosebleed territory.

Derek Warren REIT's BULLISH on REITs Unknown View
COMMENT MST.UN-T Milestone Apartment REIT Market Call (BNN TV) 2015-04-22 $14.520

Very impressed with what this has done. One of the true success stories in the last year. This shows the success of the US apartment market and how this is an opportunity for Canadian investors. Very good managers. Prefers other similar companies.

Derek Warren REIT's BULLISH on REITs No View
DON'T BUY NWH.UN-T Northwest Healthcare Property REIT Market Call (BNN TV) 2015-04-22 $9.220

They had sponsored an international vehicle with hospitals in Brazil, New Zealand and Germany. This is being blended into the Canadian vehicle, which owns medical office buildings in Canada. There is a bit of a concern on the merger because it is now a strange vehicle with assets spread all around the world. Operationally this is a challenging space. Not an area that he likes at all, and until they sort out the merger and their operations, there are other office type vehicles which would be a safer investment.

Derek Warren REIT's BULLISH on REITs Unknown View
COMMENT NYX-X NYX Gaming Group Ltd Market Call Tonight (BNN TV) 2015-04-22 $4.250

This had a right of 1st offer on assets that were coming out of Amaya (AYA-T). Thinks the $150 million acquisition was announced just recently. Ironically the share price traded off because investors are conscious of the fact that they have to finance this in some way. The street is probably thinking it will be 50% equity and 50% debt, which probably means an equity raise coming. Really likes this name on a fundamental basis. They have a broad spectrum of games and a broad spectrum of customers, and are not involved in the marketing per se, but in the technology. He likes this lower risk approach to the gaming sector.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call Tonight (BNN TV) 2015-04-22 $2.560

Has very little insights as to what their business does. Because of this, he is very happy to stay on the sidelines. He doesn’t see what real insights we can have.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
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