Table View - Opinions in Detail | StockChase
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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) 2016-05-03 $0.000

Markets. We are on a teeter-totter in the sense that stocks are not cheap, but earnings are not that good either. We have seen earnings fail to outperform the previous year, 4 quarters in a row, and the next quarter is predicted to be another of those. We are in an earnings recession and are not seeing great earnings. The market has moved up modestly and is pretty much sideways, which is the way it should be. You want to reward good earnings. The correlation between earnings and stock price is the greatest predictor of where things are going. He is comfortable in a seesaw type of market, where good stock picking is rewarded. We are not totally rolling over as an economy. The economy is slow growth, but progressing. What really affects earnings are energy prices and foreign exchange, which tend to be transitory, not permanent. When that starts to turn around we’ll start to see a positive progression of corporate earnings. (You can look at a blog on his website at www.goodreid.com, where he discusses investing for the long-term.)

Gordon Reid US EQUITIES UNKNOWN _N/A View
HOLD AAPL-Q Apple Market Call (BNN TV) 2016-05-03 $0.000

People either love it or really dislike it. He continues to like it. In the last 15 years, this stock has been halved 3 times. It’s not like it is different this time, but you always have to look into the future. This company, over time, is growing well. The latest quarter, which was an off cycle quarter, didn’t grow so well. While everybody wants to fit the equation of quarter to quarter, the product cycle of this company doesn’t work quarter to quarter. Had a fantastic introduction of the S model iPhone, where units grew 40%-45%, followed by the off cycle. Putting the 2 together you had a pretty good progression.

Gordon Reid US EQUITIES UNKNOWN Yes View
PAST TOP PICK AIRM-Q Air Methods Corp Market Call (BNN TV) 2016-05-03 $0.000

(A Top Pick May 5/15. Down 18.53%.) In the air ambulance business. They have 2 areas of operation, contracting with people that need an air ambulance, and the community side where they work for hospitals transporting patients. Things tend to be fairly lumpy, but looking at a long-term progression it is a really good story. Not expensive.

Gordon Reid US EQUITIES UNKNOWN Yes View
COMMENT AMZN-Q Amazon.com Market Call (BNN TV) 2016-05-03 $0.000

Difficult company to understand, because they tend not to be traditional. They don’t try to satisfy the street by returning capital to shareholders through dividends or buybacks. They don’t try to satisfy the street by having a progression of earnings over time.

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2016-05-03 $0.000

The best comparable to this would be Citigroup (C-N), which he owns. The whole banking sector is really going to move in tandem on a catalyst, which would be interest rates. Very cheap from a valuation standpoint. These will do well over time, but you have to be patient with them.

Gordon Reid US EQUITIES UNKNOWN No View
TOP PICK CRL-N Charles River Labs Intl Market Call (BNN TV) 2016-05-03 $0.000

Does safety testing, the efficacy, phase 1 through 3 trials for particular drugs for pharmaceutical companies. High growth, growing earnings last year at 17%.

Gordon Reid US EQUITIES UNKNOWN Yes View
COMMENT CSX-Q CSX Corp Market Call (BNN TV) 2016-05-03 $0.000

(Market Call Minute.) A little more exposed to coal, which is a negative. Operationally they have done a very good job bringing down their operating ratios.

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT FB-Q Facebook Market Call (BNN TV) 2016-05-03 $0.000

The future is very, very bright. You are paying up on the expectation of future growth. Their numbers are astounding. They have 1.65 billion monthly users and well over 1 billion of active daily users.

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY FCX-N Freeport McMoran Copper & Gold Market Call (BNN TV) 2016-05-03 $0.000

This is a materials company, mostly in copper and some in gold. The issue he has is its debt, and how much of an issue that puts them in if we start to see some failure on the commodity side.

Gordon Reid US EQUITIES UNKNOWN No View
DON'T BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2016-05-03 $0.000

This makes him uncomfortable. He doesn’t like the concentration. They derive over 60% from their hepatitis C drugs, which have been very successful. There are a few issues. Very high cost at about $90,000 for a cure which is a 90-day script. A lot of people are after them to get the price down. There is also competition from other drugs. It is a cure, which is great from a social standpoint, but from a business standpoint do you want to invest in a company where the drug will no longer be needed.

Gordon Reid US EQUITIES UNKNOWN No View
DON'T BUY GM-N General Motors Corporation Market Call (BNN TV) 2016-05-03 $0.000

(Market Call Minute.) This is a true cyclical, and you sell cyclicals when the PE is low, and buy them when the PE is high. Currently the PE is low, and the total auto sales is rolling over.

Gordon Reid US EQUITIES UNKNOWN Unknown View
PAST TOP PICK HD-N Home Depot Market Call (BNN TV) 2016-05-03 $0.000

(A Top Pick May 5/15. Up 26.91%.), Have doubled their net profit margin over the last 7 years. Same-store sales are at around 7%, and total sales at around 10%. With low interest rates, people are forming homes at a faster rate. The company is in new homes as well as renovations and repairs.

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY IBM-N IBM Market Call (BNN TV) 2016-05-03 $0.000

(Market Call Minute.) Grew by cost cutting, which is a finite process. You can grow revenues to the moon, but you can only cut costs so much. It finally caught up and the stock rolled over. There are better opportunities elsewhere.

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT JNJ-N Johnson & Johnson Market Call (BNN TV) 2016-05-03 $0.000

A fabulous company. Have had their hiccups over the years. They are in 3 major areas including consumers, devices and pharmaceutical. The pharmaceutical area has done the best, and is now pushing 45% of their business. Well-managed and a great balance sheet. Valuation is somewhat high at about 20X earnings.

Gordon Reid US EQUITIES UNKNOWN No View
COMMENT PFE-N Pfizer Inc Market Call (BNN TV) 2016-05-03 $0.000

Just reported and had quite good earnings. They are reeling, of course, from the government decision to not allow the Allergan deal to go through. There is a lot of debate because the 2 companies were within the law, but the tax inversion issue is a big one, and the way it was done is leaving a bad taste in people’s mouths. Pfizer is just starting to move out of the issue of Lipitor coming off patent. It was a blockbuster drug for, but when it goes generic you see sales drop dramatically. Their pipeline has been building. This company has had basically flat revenues and earnings for 4 or 5 years, and is trading at about 20X earnings. A bit of a “show me” stock, and that goes for most pharmaceuticals. You are better off going into biotechs. Prices have come down quite dramatically, and are trading at cheaper multiples than Pharma drug companies. Have a look at Biogen (BIIB-Q) or Celgene (CELG-Q).

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT SBUX-Q Starbucks Market Call (BNN TV) 2016-05-03 $0.000

Quite expensive, trading in the high 20s on a P/E valuation. Have done a fabulous job. Feels the real catalyst is China. They are moving around the world opening up businesses that are very effective. With online shopping, mall traffic is starting to drop which worries him a little. However, same-store sales have been robust. He doesn’t want to pay up for future growth which is already built-in and is less than guaranteed.

Gordon Reid US EQUITIES UNKNOWN No View
HOLD SLB-N Schlumberger Ltd. Market Call (BNN TV) 2016-05-03 $0.000

(Market Call Minute.) A great company in the oil services area. A long-term hold in energy.

Gordon Reid US EQUITIES UNKNOWN No View
PAST TOP PICK TWX-N Time Warner Inc Market Call (BNN TV) 2016-05-03 $0.000

(A Top Pick May 5/15. Down 10.27%.) Really likes this company. They tripped up by projecting earnings through 2018 of $8, and are just not going to get there, so the market has punished them a little. This media company is really monetizing their content very well through HBO, the over-the-top streaming model. Will probably earn around $6 next year, so it is not expensive. They are not as affected by cord cutting as other media companies. Still a Buy.

Gordon Reid US EQUITIES UNKNOWN Yes View
COMMENT UNP-N Union Pacific Corp Market Call (BNN TV) 2016-05-03 $0.000

This is a long term play. The rail business in the US is a great looking glass into the strength of the US economy, which has been relatively weak. The only area of strength we are hearing from the rails is in autos. If you are bullish on the US economy, you could take a position in this. Not a trade, but a longer-term Hold.

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT V-N Visa Inc. Market Call (BNN TV) 2016-05-03 $0.000

This has been a great stock and has done very well over the years. They are buying Visa Europe, which is a terrific purchase for them. They do more business than MasterCard, American Express and Discovery combined.

Gordon Reid US EQUITIES UNKNOWN Unknown View
TOP PICK VZ-N Verizon Communications Market Call (BNN TV) 2016-05-03 $0.000

Large wireless telco with about 70% being wireless This is often described as a safe place in the market, because of his high dividend yield. When you look under the hood, you are seeing a company that is really innovating. Recently sold their wire line business in California, Texas and Florida. They are basically taking a telco and becoming a content delivery company delivering data, voice and streaming video. They produce a ton of cash. Dividend yield of 4.4%.

Gordon Reid US EQUITIES UNKNOWN Yes View
TOP PICK WBA-Q Walgreen Boots Alliance Market Call (BNN TV) 2016-05-03 $0.000

Recently did a deal with Rite Aid (RAD-N) that is going to put them into the US North East and Mid-Atlantic. There will be over $1 billion of synergies there. This is a company that has proven that they are not afraid to make acquisitions. Well-managed and will grow into the future. Dividend yield of 1.8%.

Gordon Reid US EQUITIES UNKNOWN Yes View
BUY WFC-N Wells Fargo Market Call (BNN TV) 2016-05-03 $0.000

A large money centred bank, and a little more mature and stable than a Citigroup (C-N) or Bank of America (BAC-N) coming off the ‘08 experience. Not as inexpensive as the others, but more stable. He likes this bank. Citi is trading well below its tangible BV.

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY YUM-N Yum! Brands Market Call (BNN TV) 2016-05-03 $0.000

(Market Call Minute.) In the process of spinning off their Chinese operations. A lot of moving parts, and not a cheap stock.

Gordon Reid US EQUITIES UNKNOWN No View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-05-02 $0.020

Markets.  There are a lot of seasonal patterns in the market, but the question is how you use them in your portfolio.  You can’t depend entirely on them, however.  Historically, going back to 1928 for the S&P, there is very little growth in the summer months.  You can’t dispute the seasonal patterns, even though they don’t work in every year.  Year 4 of the presidential year is often strong in the summer.

Adam Thomas AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-05-02 $0.020

Low volatility ETFs.  After markets fall, portfolio managers move out of low volatility stocks and into higher risk.  Low volatility stocks are trading at a larger premium today than in the past, making them more volatile.

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 2016-05-02 $0.020

TFSA suggestions for young people.  If you are investing for the long term, he suggests going for growth, rather than dividends.  When you finally take the money out, you still won’t pay any tax.  He suggests a US ETF specializing in small to mid caps.

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 2016-05-02 $0.020

Educational Segment.  Artificial Intelligence and ETFs.  The Buzz Index.  His guest looks at social media and identifies the top 25 stocks with the most bullish prospects.  He uses the power of the computer to scan social media for comments he is looking for.  Software uses natural language processing.  He also tries to gauge how many people are listening to the person posting. 

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) 2016-05-02 $0.020

Markets.  It looks like oil went down too far, too fast and is now recovering on short covering.  The fundamentals have not changed that much since January, so he would not be surprised to see it roll over here.  No one knows where the US dollar is going.  He is not increasing energy exposure up here.  All the currencies are going up against the US dollar.  He spent some money in Canada and is hoping things come off so he can invest more.  He only spent a little in Canada.  The US is a little expensive.  In the US you are getting bankruptcies in energy.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-02 $0.020

Software.  He historically does not invest in technology.  He has OTC-T, however.  He likes how they are growing by acquisition.  It is decent value here and he likes the management.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-02 $0.020

Oil price over 5 to 10 years.  He does not like predicting anything.  No one predicted oil would go into the $30s, let alone below.  He thinks it will be between $30-$50 over the next few years.  Historically, commodities don’t turn quickly.  Make sure an oil stock has a good balance sheet.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-02 $0.020

Canadian Dollar.  He believes the dollar got overdone on the downside.  It could be vulnerable, but he does not see it going down to $0.59 like others.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

Markets. He is not an advocate of “Sell in May and go away” or of using Stop Losses for his clients. To him, there is very little evidence that people can do it reliably and consistently. You have to time both getting out and getting back in. The things you can control are your costs, asset allocation and your turn over, and these of the types of things that he tries to focus on as a portfolio manager. He can’t control whether the market is going to go up or down this month, this quarter or this year. Doesn’t try to predict what is going to happen, but rather manages and reacts to what has already happened.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

Percentage on fixed income? His asset allocation, all else being equal, is an old rule of thumb with a New World wrinkle. People usually say that your age is the percentage of your fixed income. He would say that your age times the decimal of your age is a good target for your fixed income, until about age 70 where it tops out at 50-50. For example, if you are 50 years of age, 50X.50 = 25%, so 25% of your income. 60 years of age is 60X.6 = 36% of your income. By the time you are 71 years of age, when you have to convert your RRSP to a RIF, that is when you get to 50-50. The reason for this is that we are all living much longer.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

30% cash in RRSP and TFSA for a 43-year-old. Too high? Too high. This money should be working. Use a formula of 43X .43= 20% in total income. If you have no other income, then the most you should have would be 20% in cash. You can be more aggressive and he wouldn’t hesitate to do so.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

Analysts’ price targets of a year or more? Doesn’t believe anybody can reliably project what is going to happen, and he would be very leery of anyone who purports to have that kind of insight into markets.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

ETF Voting Rights? Every company is going to be different, but many companies have the management that try to match their voting to the mandate of the ETF. There are also some that will even use an independent consultant giving them a third-party counsel.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-02 $0.020

Sector rotation in TFSA’s? A high risk-high reward strategy. If you are going to swing for the fences, it probably makes a little more sense to do it in a TFSA. What you have to weigh is your tolerance for risks in the strategy you are pursuing. Depending on how the winds are blowing, you can do very well if you are right, but you could lose probably more if you are wrong. (Remember you do not get to claim a tax loss in a TFSA.)

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
DON'T BUY AAPL-Q Apple Market Call (BNN TV) 2016-05-02 $93.640

It is a ‘yesterday’ stock.  He does not see what is going to make this stock go up a lot.  The handset business has been shown to be a graveyard business for a lot of other companies.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
WEAK BUY ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-05-02 $55.500

He likes the business they are in, and their business model.  They just made an Imperial Oil acquisition, as well they are expanding in Europe.  He does not own it because he does not think it is cheap enough.  The company is trying to protect their family including their children with special privileges, although they have done a good job running the company.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2016-05-02 $23.220

They have been diversifying away from the energy patch.  They also diversified into the US.  They are the biggest in both countries.  The core business continues to do okay.  He still buys it for new accounts.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2016-05-02 $1.940

He does not understand the fixation.  It has a poor balance sheet.  They made a lot of bad news over the past while.  They used to own the business jet market and now put all their resources into the ‘C’ series.  On the transportation division they have had a miss.  He does not like the corporate governance.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY BMO-T Bank of Montreal Market Call (BNN TV) 2016-05-02 $81.660

4.1% yield.  The best performing bank recently. They did a good job of turning this bank around.  He is impressed with how they are doing in Canada as well as internationally.  He prefers BNS-T, however.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK CAO-T Cara Operations Ltd. Market Call (BNN TV) 2016-05-02 $31.680

Brand new for him.  He likes it because he wanted to increase his presence in Canada, but not in resources.  It is the Canadian consolidator in the restaurant business.  The dual class share structure is their only drawback. 

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD CASH CASH Market Call (BNN TV) 2016-05-02 $0.010

He would hold some cash because he thinks the markets have gotten a little ahead of themselves.  He is carrying a bunch of cash and thinks he can invest it lower down.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2016-05-02 $234.260

(Top Pick Apr 17/15, Up 56.35%) He still likes the stock.  It is in a low volatility sector.  It reports in Cad$ and 95% of its sales are outside Canada, so there is some currency risk.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK COW-T iShares Global Agriculture ETF Market Call Tonight (BNN TV) 2016-05-02 $30.890

(A Top Pick May 27/15. Down 8.28%.) The idea is that agriculture should be one of those things that is fairly insensitive to movement, simply because everybody has to eat. He got most of his clients out of this 3-4 months ago.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN No View
WATCH EMP.A-T Empire Company (A) Berman's Call 2016-05-02 $21.090

He thinks there is some value in this area.  Maybe it could go a little bit lower, but there should be some support here.  It probably looks interesting here, however when they are having challenges in execution, the market will keep it down.  Above $23 it would say the market is building confidence in them.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT FIE-T iShares Cdn Financial Monthly Income ETF Market Call Tonight (BNN TV) 2016-05-02 $6.660

A product that pays money from a number of different ways. Canadian financials, REITs, Corporate bonds. A mixed bag of different things that are paying money. Yield is about 3.9%, but when you gross that up with some of the Return of Capital, it might be more like 7%-7.2%, etc. This is for people that want a strong income, but it is grinding down the Adjusted Cost Basis, because some of that money you are getting is Return of Capital.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
PAST TOP PICK GE-N General Electric Market Call (BNN TV) 2016-05-02 $30.890

(Top Pick Apr 17/15, Up 17.24%)  He likes the transformation back to an industrial company.  They have a big oil and gas exposure through making equipment for it.  He likes the new mix.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY H-T Hydro One Market Call (BNN TV) 2016-05-02 $23.610

He has Emera and EMB-T instead.  H-T is not for him.  Part of the problem is that the government will be a constant seller of the stock.  He would feel better if the government sold all of it.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY IMO-T Imperial Oil Market Call (BNN TV) 2016-05-02 $40.490

If you are a long term investor, it is a fine company.  In the short term they had some operational difficulties.  Great balance sheet.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
DON'T BUY K-T Kinross Gold Market Call (BNN TV) 2016-05-02 $7.070

Everything they have touched in the last few years has gone to lead instead of gold.  There is more leverage in other gold stocks.  He prefers G-T.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
DON'T BUY KMI-N Kinder Morgan Inc. Market Call (BNN TV) 2016-05-02 $17.590

Prefers EMB-T, better balance sheet, management and quality of assets.  Keep in mind these are all big dividend payers.  They have debt and so if interest rates go up, it will hurt them.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK KNIN-VX Kuehne + Nagel Intl. Market Call (BNN TV) 2016-05-02 $0.000

Swiss exchange and on the pink sheets in New York.  If you believe in growth in global trade then you want to own this one.  They have a lot of cash and no debt.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
SELL MBT-T Manitoba Telecom Services Market Call (BNN TV) 2016-05-02 $37.850

There are three reasons it is trading below the offer price.  You have a time value until it closes; there is the uncertainty of the regulators (3 have to approve this); and it is based on where BCE-T is trading when the deal closes, so you may not get the $40 offer price.  He would sell it and let someone else have the uncertainty.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT MEG-T MEG Energy Corp Berman's Call 2016-05-02 $6.380

It is off its lows.  There is probably a lot of leverage.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2016-05-02 $18.370

This one has always had something come up and they stumble.  He is warm toward the lifecos, especially as rates start to go up.  He prefers SLF-T.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
WATCH MG-T Magna Int'l. (A) Berman's Call 2016-05-02 $52.790

Non-performing loans in the US are increasing rapidly.  You are probably seeing a mini bubble in the auto sector and that car sales will go down over the next couple of years.   Buy in the mid-$40s.

High $60s Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-05-02 $52.790

There is talk of an Apple car.  They have some kind of agreement with Apple. 

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY PM-N Philip Morris International Market Call (BNN TV) 2016-05-02 $98.560

They have an innovative smokeless tobacco that he feels has huge potential.  It had been hurt by the strong US dollar. 

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK PWF-T Power Financial Corp Market Call (BNN TV) 2016-05-02 $33.030

(Top Pick Apr 17/15, Down 7.45%) Great West Life, IGM and European investments.  What is needed is higher interest rates to invest premiums in.  He is keeping it.  It goes up and down along with their assets. He likes the long term outlook for the insurance business when rates start to go up.  He likes IGM and the European assets that he thinks are undervalued.  They have gone back to raising their dividend on a regular basis.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
SELL TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2016-05-02 $15.230

It will go up and down in line with copper and other commodities.  It went down too far too fast.  It has come back up now too fast.  Sell it and wait for an opportunity lower.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK VDY-T Vanguard FTSE Cdn High Div Yd. Market Call Tonight (BNN TV) 2016-05-02 $29.100

For people who are trying to find ways to get income and trying to get some diversification, instead of buying individual companies or individual sectors, why not just buy all the things that are paying dividends, get it cheaply, get broad diversification. He thinks the worst is behind us and that we hit the bottom in Jan-Feb.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
TOP PICK VEE-T Vanguard MSCI Emerg. Mkt. ETF Market Call Tonight (BNN TV) 2016-05-02 $26.290

(A Top Pick May 27/15. Down 17.24%.) Likes this very much, but it has been down a lot. He continues to believe that emerging markets are a ridiculously under owned asset class in Canada. This is probably the market leader in the Canadian market space. It is going to be a more volatile play, but this is a part of the world that is growing at 4%-6% GDP growth in a growing middle class. Very cheap and very diversified. This will be a long-term hold.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
PARTIAL SELL VOD-Q Vodafone Group PLC Market Call (BNN TV) 2016-05-02 $33.010

He has too much exposure to telecom and this one is the obvious candidate to lighten up on.  Prefers BCE-T.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2016-05-02 $40.850

This is not a long term investment.  It is more of a gamble.  There is so much uncertainty.  Huge debt, management in transition, congress going after them.  He does not feel they are an investible asset.

Norman Levine NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY VXC-T Vanguard FTSE All-World ex Canada Market Call Tonight (BNN TV) 2016-05-02 $27.970

TFSA vs RRSP, and examples of ETF’s that would be more suitable? For the large majority of people, the TFSA money is the money that you can be a little more aggressive with because there is more flexibility because the growth you have will be pulled out tax-free. If you want things that are going to grow, and hopefully will be a little more aggressive as a result of seeking that growth, he would use things like iShares MSCI World Index Fund (XWD-T) or Vanguard FTSE All-World ex Canada (VXC-T), both global broadly diversified equity positions that are trying to get you exposure around the world.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
TOP PICK XID-T iShares CNX Nifty India Market Call Tonight (BNN TV) 2016-05-02 $25.830

If you want to get into emerging markets, but want to avoid China and still have the growing middle class, India is the way to go.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Yes View
BUY XSB-T iShares DEX Short Term Bond Berman's Call 2016-05-02 $28.360

Seasonality around fixed income is inverse to equities.  So buy in May and go away in the fall if not holding for the long term.  You get a lot of your own money back in their yield.  You have to look at the yield to maturity, not the coupon.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK XT-N iShares Exponential Technologies ETF Market Call Tonight (BNN TV) 2016-05-02 $24.460

(A Top Pick May 27/15. Down 6.28%.) Had only recommended this for a few people. Because the US$ got to be so low, he traded out of this to get back into Cdn$.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN No View
BUY XTR-T iShares Diversified Monthly IF ETF Market Call Tonight (BNN TV) 2016-05-02 $11.020

A perfectly fine product. This is one of 4 or 5 products that are sort of market leaders in the Canadian ETF dividend market space. He prefers Vanguard FTSE Cdn High Dividend Yield (VDY-T), which is a bit cheaper and more broadly diversified. (See Top Picks.)

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
BUY XWD-T iShares MSCI World Index Fund Market Call Tonight (BNN TV) 2016-05-02 $38.610

TFSA vs RRSP, and examples of ETF’s that would be more suitable? For the large majority of people, the TFSA money is the money that you can be a little more aggressive with because there is more flexibility because the growth you have will be pulled out tax-free. If you want things that are going to grow, and hopefully will be a little more aggressive as a result of seeking that growth, he would use things like iShares MSCI World Index Fund (XWD-T) or Vanguard FTSE All-World ex Canada (VXC-T), both global broadly diversified equity positions that are trying to get you exposure around the world.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
BUY ZDY.U-T BMO US Dividend ETF Market Call Tonight (BNN TV) 2016-05-02 $19.720

Safe place to earn US dividends? ZDY-T pays US dividends, and if you want to keep the money in US$’s you can buy it with this one (with a .U on the end), so you are buying it in US$’s. That is better for the T1135 reporting and no problem with US estate taxes.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
DON'T BUY ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF Berman's Call 2016-05-02 $18.980

Or ZBK-T.  If you want to be in the banks this is probably a good place to be.  But he feels US banks will underperform for a long period of time.  He does not like the sector.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Market Call Tonight (BNN TV) 2016-05-02 $16.380

These are products designed to give you a little more comfort, in that if things go really, really well, you get called away and you don’t have all of the upside. However, if things go down, sideways, or even up a little bit, you at least get the income from having written the Call Options. A perfectly fine product and a perfectly fine way of playing the banks.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-29 $0.020

Market Call Tonight is focused on Income Taxes, not investing.

N/A N/A UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-04-29 $0.020

Market. The year started off with a dramatic decline, and then all of a sudden reversed course. At the beginning of the year there was a disconnect between what we thought was a reasonably good economy, except for the commodity prices, and a market that was discounting the next major recession. It may have been just a bit of sellers from Sovereign Wealth Funds, who were dependent on oil. Doesn’t feel it is markedly expensive, but not screamingly cheap either. Both here and in the US, particularly in the US, equity holders in mutual funds have been heading for the exits.

Don Lato NORTH AMERICAN UNKNOWN _N/A View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2016-04-29 $93.266

Reported disappointing earnings. Carl Icahn sold all his shares yesterday, so the stock came down pretty hard this week. At $94, it is just a little over 10X next year’s earnings. Still a dominant product in the smart phone area. There are concerns about lack of innovation and lack of growth in China. They’re being valued cheaply, but still generates tons of cash. Buying it here your risk is limited. Should they come out with that next big thing, it could be significantly higher. In the interim, you have a strong Eco system in the service side of the business, which was up 20% last year. The iPhone 7 is also coming out later in the year.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
COMMENT AC-T Air Canada (B) Market Call (BNN TV) 2016-04-29 $9.290

Not a big fan of this airline, seeing it go bankrupt 2 or 3 times during his career. Would be a little careful at this point, because a lot of those results are based on fuel costs which they procured when energy prices were a lot lower. With energy costs having come up, that could impact margins a little.

Don Lato NORTH AMERICAN UNKNOWN No View
COMMENT AW.UN-T A&W Revenue Royalties Income Fund Market Call (BNN TV) 2016-04-29 $28.900

There is only one analyst that follows this, and he is neutral on it. This company is fine. It is a royalty structure of the A&W revenues across Canada. 5.1% yield which is a little attractive, but it is a 99% payout ratio, so would be a little cautious.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2016-04-29 $65.780

Longer-term valuations are still pretty solid for all of the Canadian banks. Trading at about 11X earnings with a yield of 4%+. A good addition to your portfolio.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
COMMENT BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2016-04-29 $144.630

This has done very well, not so much recently with its market investments, but it’s private investments. He worries because of Mr. Buffett’s age, and wouldn’t put too much money into it.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
BUY on WEAKNESS CCL.B-T CCL Industries (B) Market Call (BNN TV) 2016-04-29 $229.570

A little pricey. Part of the strength in earnings and appreciation of the stock over the last year has come from the falling Cdn$. A Canadian company, but operations are global, and a lot of their revenues come in on US$. Trading at about 20X next year’s earnings. He has trimmed a little, but it is still a core holding. Look for a little better entry point.

Don Lato NORTH AMERICAN UNKNOWN Yes View
BUY CP-T Canadian Pacific Rail Market Call (BNN TV) 2016-04-29 $179.640

This got a little rich when they were transporting tons and tons of coal and oil. Shipments of coal have come back down dramatically, but the valuation has also come down. Earnings continue to stay flat and pick up a little. We are now back to about 15X next year’s earnings, which is pretty reasonable for this rail.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2016-04-29 $13.860

(A Top Pick May 4/15. Up 19.23%.) A lot of the REITs were under pressure, because of fear of higher interest rates. Still some room for growth. A great industry with good demographics behind it. Still a Buy.

Don Lato NORTH AMERICAN UNKNOWN Yes View
BUY DH-T DH Corporation Market Call (BNN TV) 2016-04-29 $32.570

Had a surprisingly poor quarter. It has been a pretty solid and steady company. A lot of their results this week related to one of their more recent US acquisitions. He stills like to give them the benefit of the doubt. One bad quarter doesn’t make a bad stock or a bad company. Wouldn’t hurt to average down on this.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
HOLD GE-N General Electric Market Call (BNN TV) 2016-04-29 $30.680

A great company and have managed it well. Now trading at a more reasonable multiple. Certainly not a table pounding buy, but a solid hold.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2016-04-29 $88.300

(A Top Pick May 4/15. Down 14.26%.) A lot of the drop was in the last 2 days. They disappointed on earnings. Has a lot of cash generation. Big profits. At 8X earnings, you can afford to wait for the next blockbuster, and he is fairly convinced that they will have one soon.

Don Lato NORTH AMERICAN UNKNOWN Yes View
DON'T BUY IGM-T IGM Financial Inc. Market Call (BNN TV) 2016-04-29 $39.510

Money has been coming out of equity mutual funds. Ironically this one has been doing very well relative to the industry over the last year. A tough business and could become even tougher on July 1 when CMR2 comes out, the new mandate of the OSC, where fees are going to be disclosed. Valuation is cheap, but there are too many headwinds. He would prefer Fiera Capital Corp (FSZ-T) which focuses on the institutional and US markets.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
COMMENT NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2016-04-29 $36.930

A very solid company. Their recent acquisition of Motor Coach had them diversifying a little bit away from transit buses. Very, very well-managed. There won’t be huge dividend growth, but you could see it ratchet up a little. Have a huge backlog.

Don Lato NORTH AMERICAN UNKNOWN Yes View
COMMENT NFLX-Q Netflix Inc. Market Call (BNN TV) 2016-04-29 $89.440

Loves the product, but not the stock. Have a great subscriber based business model, and always have the potential for price increases, but there is a lot of competition, particularly for content. Trading at 90 to 100 times earnings, and it takes a lot of earnings growth to keep the stock at this multiple, which is just not going to happen.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
TOP PICK PSG-T Performance Sports Group Market Call (BNN TV) 2016-04-29 $4.570

This just took a major haircut. Has never seen a stock fall so precipitously in one day, and yet still not be concerned about bankruptcy. Had announced the currency exchange was going to hurt them in the quarter, but that has gotten better. Also, announced they were going to take a write off on a receivable to Sports Authority which had declared Chapter 11. They are far from any breach of their debt covenants, and are still generating a ton of cash. A very well-managed company.

Don Lato NORTH AMERICAN UNKNOWN Yes View
COMMENT RCI.B-T Rogers Communcations (B) Market Call (BNN TV) 2016-04-29 $48.680

Has slipped back off its highs a little. Thinks they got adverse press about the NHL hockey contract, with no Canadian teams in the playoffs. They have done a great job on the customer complaint side. It is a fight for every customer, but they seem to be winning their share these days. Reasonable valuation and has a good yield.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
COMMENT SBUX-Q Starbucks Market Call (BNN TV) 2016-04-29 $56.000

Great company. Still lots of growth ahead of it, but quite expensive, trading at 23 or 24 times earnings. You could buy it here for what it is going to be 5 years from now, but be prepared for that one miss of quarterly earnings, such as we had last week, where the stock was down 6%-7% in a couple of days. The stock is priced to perfection.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
BUY STN-T Stantec Inc Market Call (BNN TV) 2016-04-29 $32.000

Great company. Recently made an acquisition of a company out of Colorado. Expects this will increase their non-Canadian revenues up to 20% of their business. Trading at a reasonable multiple. Thinks this will benefit immensely from the new infrastructure program that the government wants to roll out over the next few years. A good area to be in.

Don Lato NORTH AMERICAN UNKNOWN No View
TOP PICK TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2016-04-29 $28.670

(A Top Pick May 4/15. Down 32.12%.) You don’t have to look any further than the price of gas, versus a year ago to see why it is down. It has grown tremendously over the past year. Very, very well-managed company. Has been busy enhancing its infrastructure to position for the eventual recovery in natural gas.

Don Lato NORTH AMERICAN UNKNOWN Yes View
COMMENT TRP-T Trans Canada Corp Market Call (BNN TV) 2016-04-29 $51.900

Generally, it pays to hold this for the long-term. However, valuation is not cheap for a regulated industry. Trading at 20X this year’s earnings and 16X next. The 4.3% dividend yield is very attractive, and they have a history of dividend increases. If you put it away, you may not get huge capital appreciation, but if you only get 4%-5% a year, and adding that to your yield, it is a very nice long term rate of return. A good, solid stock to hold in a portfolio.

Don Lato NORTH AMERICAN UNKNOWN Unknown View
SPECULATIVE BUY TWTR-N Twitter, Inc Market Call (BNN TV) 2016-04-29 $14.411

A very embattled company. Has dropped substantially from where it was valued when it first came public. This is starting to get a little interesting, perhaps as a speculative Buy. Trading at an all-time low. They also have $3 in cash on the balance sheet. Not going out of business anytime soon.

Don Lato NORTH AMERICAN UNKNOWN No View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2016-04-29 $41.180

Just too many moving parts here. They filed their annual report today, just in time for the deadline to avoid default. This is a company under bombardment on too many fronts.

Don Lato NORTH AMERICAN UNKNOWN No View
TOP PICK WBA-Q Walgreen Boots Alliance Market Call (BNN TV) 2016-04-29 $78.760

This has been as high as $97 last summer when the market peaked, and is now down around $80. Good financial operators and have made several very strategic acquisitions. Trading at around 15-16 times earnings. Lower than the market multiple, yet better growth potential. Well positioned to continue benefiting from the aging population’s healthcare needs. Dividend yield of 1.83%.

Don Lato NORTH AMERICAN UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-04-28 $0.020

Markets.  Rates are not going up.  Banks need some caution after being punished.  We seem to be dealing with hidden inflation, such as a hamburger bun being half as thick.  We are not out of the tunnel with oil, but we are seeing the light at the end.  He woke up wondering what stock he would use for his third top pick today and decided to go with his best sector, which is gold.  The US election is up in the air because the candidates are so poor. 

Michael Smedley CANADIAN UNKNOWN _N/A View
HOLD A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-04-28 $0.020

Canadian railways.  Both are giant stocks.  CP-T has much more profile in the market.  It is hard to know what will happen.  Commodities raging in the market might help them.  You can continue to hold them but they are not likely to go up much.  He prefers CP-T, but in fact would prefer to be elsewhere than railways.

Michael Smedley CANADIAN UNKNOWN Yes View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-04-28 $0.020

Gold.  It could get to $1300.  If it does then the stocks should rage even more than they are now. 

Michael Smedley CANADIAN UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-28 $0.020

Markets. We have had a nice recovery led by energy and materials, which are alive for the 1st time in a few years. Canada is outperforming the US and the Cdn$ is up. Thinks there is a bit of a pullback coming on oil, and if it pulled back $5 that wouldn’t be unusual. Investors should be patient and pick their spots. When oil goes to $50, sometime in the next year, and the Cdn$ dips to $.81-$.82, he could see the bank of Canada acting to try to soften the dollar a bit, which obviously would help the economy. Expects the market to be pretty choppy from here because we have had that nice V shape recovery. We are overdue for a pullback.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-28 $0.020

A US Bank ETF? Doesn’t know ETF’s, because he buys stocks individually. The only banks he owns is Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T), the ones that are half non-Canadian. You get paid to wait in the Canadian banks because of the roughly 4% yield. A big regional US bank might be of interest, and if rates go up you will do fine.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC No View
COMMENT AR-T Argonaut Gold Market Call Tonight (BNN TV) 2016-04-28 $2.640

Like a lot of golds, this has recovered somewhat. Likes the company and management, but exited all of his golds about 3 years ago. They have 3 different Mexican mines as well as a project in Northern Ontario. If you like gold exposure, it is a decent play. They won’t hurt you or surprise you very much. Relatively cheap with an asset value of $4. It will pull back if the price of gold pulls back.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC No View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2016-04-28 $53.910

This has been as high as $61. It is a consolidator. They have been a beneficiary of energy, because Imperial, Shell and Europe have been selling their gas stations. Thinks they have suffered from being a source of funds for people to buy oil stocks, because they have been a kind of reverse indicator. It is back under 20X earnings for the 1st time in a while. Management is really good. Dividend yield of 0.50%.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC Yes View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2016-04-28 $14.790

US banks was the worst performing sector in the US market since Christmas. As the interest rate outlook changed, there is a huge positive benefit to rates going up. This bank has a 10% market share. As soon as the spreads widen and they get approval to raise their dividend, the stock is going to $20. Probably a year away. BB&T (BBT-N) is an Eastern regional bank and a better one to hide in for this year, and then maybe swap them.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC Yes View
BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2016-04-28 $2.040

He thought it would be higher today, but the DAL-T contract is not quite as juicy as he thought it would be.  Apparently it was that there were less planes than expected.  He thinks it will get significant cultural and financial support in Canada.  He thinks it might have turned.

Michael Smedley CANADIAN UNKNOWN Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2016-04-28 $2.040

They had a very positive announcement. Had heard that they needed 300 planes on the C series to be taken seriously, so this plus another order gets into 295. This means they are survivable, but the business is way too lumpy. Now they have an order, but they have to show that they can do it profitably.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC No View
HOLD BGM-X Barkerville Gold Mines Market Call (BNN TV) 2016-04-28 $0.590

(Market Call Minute) It is early days and will not produce gold tomorrow.

Michael Smedley CANADIAN UNKNOWN Yes View
TOP PICK BOS-T Airboss of America Market Call (BNN TV) 2016-04-28 $15.470

This is a buy now because it is down at $15, which is extraordinarily run down.  It is a North American leader in their products. 

24.67 Michael Smedley CANADIAN UNKNOWN Yes View
PAST TOP PICK CAO-T Cara Operations Ltd. Market Call (BNN TV) 2016-04-28 $32.350

(Top Pick May 11/15, Up 8.27%) Just acquired St. Hubert. It is the Swiss Chalet type of eating in Quebec.  Management is brilliant. He thinks it will steadily rise from here.  It is not winning big, however.

Michael Smedley CANADIAN UNKNOWN Yes View
COMMENT CGC-X Canopy Growth Corp. Market Call (BNN TV) 2016-04-28 $2.600

There has been a little awaking in the stocks because Trudeau is turning on recreational use like the US.  It is going to continue to become a growing business.  He is not so sure how popular it will be for entertainment, rather than medical.  He prefers Golden Leaf somewhat.

Michael Smedley CANADIAN UNKNOWN Yes View
TOP PICK CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2016-04-28 $9.190

A very low beta way to have energy. A Western Canadian oil producer with low decline. They are 60% hedged this year and 35% next. Good balance sheet. If he is wrong and oil goes down to $30, this will go down, but not as much as others. Dividend yield of 4.57%.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC Yes View
PAST TOP PICK CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2016-04-28 $78.680

(A Top Pick May 1/15. Down 0.02%.) Just had a big drop on Tuesday. Has started to rebound, and from now on they will be there. Thinks it will go back into the low $80s.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC Yes View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2016-04-28 $21.420

He really likes this. There was a CAP conference in Toronto 2 weeks ago, where management gave an excellent presentation. They are doing all the right things. They are in Utah and Saskatchewan, not Alberta too much. Good growth. Cut the dividend down to where, even at strip pricing in the $30s, they would be profitable and generate some free cash flow. Thinks it goes to $24-$25 if oil goes sideways, and higher than that if oil goes higher.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC Unknown View
PAST TOP PICK CRR.UN-T Crombie Real Estate Investment Trust Market Call Tonight (BNN TV) 2016-04-28 $13.990

(A Top Pick May 1/15. Up 12.18%.) This is the REIT that owns the Sobey’s family real estate. You get about a 6% yield. Under $14 would be a better entry point.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC Yes View
COMMENT CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2016-04-28 $13.900

(Owns the convertible debentures.) Not a lot of growth, but a good dividend. They have done a really good job. They went into the US at the right time, rode it up, sold it, and used the funds to buy Canadian, so it has had a really nice run for the last 5-7 years. Thinks growth will slow from here. Demographically it is in a good space. He would guess you would get total returns in the 6%-8% range, compound.

Bruce Campbell (1) CANADIAN LARGE OPTIMISTIC Yes View
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