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 Berman's Call 2016-06-27 $0.020

EU and the euro. Feels the UK vote will hasten the development of the breakup of the EU and the euro. There will be an election in France next April, which will be very, very important, as well as an election in March in the Netherlands, and a recent survey indicated that most people would want to see a referendum. Feels people really understand that the EU is not working. Doesn’t think that foreign exports for markets is not a big deal. London is one of the greatest cities in the world, and with the pound weakening and the UK markets coming off, there is going to be some phenomenal shopping to do in London.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Negative bond yields? The entire spectrum of Swiss bonds/government bonds has negative yields. With this flight to safety, it shows that people are worried about equities.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Markets. You would think that VIX would be spiking up today in a big way. There was a big spike on Friday because the BREXIT results were not expected. However, today with the markets down as they are, VIX is not spiking again. Either markets are a bit complacent or there is much more to come. He is leaning on the side of much more volatility to come. We will get trading rallies, but those trading rallies are not something you want to get excited about just yet. There is a lot more downside, right through to the US election.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Buying US$s now? It depends on how you are buying. If you are going into the bank branch and paying 2.5%, and then 2.5% the other way, don’t do it. If you have some US$ exposure in your investment account via an ETF, the answer is yes. It really depends on what your cost of trading is when you are trading foreign exchange if you want to do that.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Dow Jones, how low? Thinks we stay weak generally heading into the US election. There will be trading rallies, but probably failed ones. At a minimum, equity markets need to retest their February lows from this year, over the course of the next few months. It could go down to 15,000.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-06-27 $0.020

Educational Segment. Brexit. At the end of every Bear cycle, if you are still bearish you make no money, markets rally. At the end of every Bull cycle, the Bulls have to feel some pain when things go down. Every correction we have seen in the last couple of years has been 1 month or 2, and then a recovery. Thinks BREXIT is enough of a catalyst, that this time it is going to be more painful, taking out the lows that we have seen earlier this year, and in the middle of last year. He showed the STOXX 600 Banking Index (European bank index chart). It showed the 08-09 lows, and lower lows in 2012. Today we are at about 6% from those lows of 2012. Those lows need to be tested and probably to be taken out at a minimum before we see people confident about coming back in to European banks. He then showed the STOXX 600, which is like the S&P 500 of Europe, a benchmark of all the European countries including the UK. Chart shows a long upward trend line from 2008, and we are sitting on the trend line now. If it breaks where do we go. Retracement levels are where you look for where the market might come back to. The trend line is almost certainly going to break, and that adds to the broader European markets of another 10%-15% downside. On fundamentals, looking at the last 5 years of the earnings, earnings have been going down. Negative interest rates don’t work, they are toxic. He doesn’t know how they stabilize things, and there is more downside to come. Fundamentally we have to go down lower, there has to be some pain. The US and Canadian markets are going to come down in sympathy. They probably retest February lows, and let hope it holds.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Commodities. Everyone is focused on Brexit and how the UK is going to play out over the next couple of years, but the real risk and the real fear is the contagion from that. The UK vote to leave is going to possibly trigger votes in other European countries, which will bring the euro into question. That will become the bigger issue. A stronger US$ has a strong impact on energy, but on other areas of the market such as gold, the US$ is typically weak, but the dollar is rising right now because of negative interest rates in Europe, as well as the risk premium that is being demanded by investors. There are other areas, such as China, that are much more significant. As long as the contagion doesn’t spread there, he thinks it is going to be relatively contained.

Gerard Ferguson CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Interest rates. With the European situation, low or negative interest rates are going to be lasting even longer. Most economic models rely on having a risk-free rate, but those models don’t work with negative interest rates. What people have been saving for retirement is kind of irrelevant now. That is going to be the bigger impact if negative interest rates continue for a longer period of time. We need zero or positive interest rates around the world. We also need economic growth to pick up, so countries in Europe and Asia will be able to allow their interest rates to flow back up towards zero. 

Gerard Ferguson CANADIAN UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Lithium? This has taken off by the increasing popularity of electric cars. There are very few deposits globally that are actually producing lithium which is refined and put into batteries for electric cars, and there has been a rush towards junior players. There is a lot of lithium in the world and major producers can increase their own, so there is not going to be a supply issue, and a lot of projects are going to get over inflated.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Canadian Banks? Most Canadian equity funds have 6 banks in their top 10 holdings, and his firm tries to offer something a little bit different that represents Canada. However, there has rarely been a bad time in history to Buy a bank, so when you have a pullback, it usually makes a little bit of sense to buy it. They are very stable and tend to have very strong monopolies in a bunch of different industries, asset management included. They pay very healthy dividends and they all have room to grow their dividends. Thinks the Brexit impact is quite low, as they are Uber focused on the Canadian economy. However, they will get hit by contagion. Now is a good time to buy them, but the focus should be much more on the energy patch and the exposure they have there, and also where interest rates are going. He would wait more towards the end of the year or the 4th quarter with a focus on seeing what the Fed is going to do.

Gerard Ferguson CANADIAN UNKNOWN No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-27 $0.020

Precious metals. If you are favourably disposed to the precious metals group, it always makes more sense to buy the companies. Typically, there is about a 3 to 1 leverage ratio, so if you get a 10% in the commodity, you get about a 30% in the stocks.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-27 $0.020

Markets. His initial reaction on Brexit is that they have to negotiate for 2 years, and then there is probably another year on top of that because they have to get 27 remaining EU members to ratify to whatever was agreed to. It then goes back to the UK Parliament. We are looking at 3 years and it is far too early to say what is going to happen. There is a big question mark as to whether they will go ahead. First of all, the referendum was not legally binding. It has to be ratified by parliament and there is a strong Stay movement in Parliament.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT ABX-T Barrick Gold Berman's Call 2016-06-27 $27.600

Ultimately gold is probably going to go higher, but right now when you look at this company, it is probably repricing in $1500, $1600, $1700 gold already. You are not buying this because there is good value there, you are buying it because it is a safety play right now. The stock is already becoming unglued and gold is not up very much, so he is not sure gold gives you the safety it used to. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS No View
HOLD ABX-T Barrick Gold Market Call Tonight (BNN TV) 2016-06-27 $27.600

Gold has gone up with fears about the BREXIT and global uncertainties. If there is some easing on the fears of BREXIT, then he could see gold pulling back $100 an ounce.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2016-06-27 $68.810

Gold is being driven by negative interest rates, but also there has been a massive underinvestment in exploration in the space and there is very little in the foreseeable future. Companies like this not only play a higher gold price, but this is known as one of the go-to growth producers. Also, they are one of the investors in the junior space. It typically takes fairly large investments in juniors. On the next big growth project to be found, this company is probably going to have an angle on it.

Gerard Ferguson CANADIAN UNKNOWN Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2016-06-27 $115.890

(A Top Pick June 22/15. Down 5.03%.) The impact of BREXIT is quite neutral on this.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2016-06-27 $115.890

In the long-term, people have to eat, and taking a look at projected population growth people are going to need more food, especially in emerging markets. He likes that they have diversified into the retail business and have some pretty aggressive targets on this. The target for 2020 is $10 a share of free cash flow and a dividend of 5%. For him, cash flow growth and dividend growth is crucial. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2016-06-27 $11.970

He doesn’t like this, and doesn’t like power companies generally, because of exposure to coal driven energy, which is going to hurt them.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT AWK-N American Water Works Co. Inc. Market Call Tonight (BNN TV) 2016-06-27 $81.710

Trading at 22X PE for this year, and 24.7X PE for next year. That is far too high. The target price is $71.54 a year from now. This is a regulated business, and that is tough.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2016-06-27 $18.380

(Market Call Minute.) This is going through a strategic review process. He would be cautious. He has some exposure through some preferred securities.

Gerard Ferguson CANADIAN UNKNOWN Yes View
WATCH BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2016-06-27 $6.300

(Market Call Minute.) Have improved their balance sheet. Made a massive acquisition. This is a brand-new start for this company. It will be a play on natural gas, but also on oil. A name to watch.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
TOP PICK BLX-T Boralex Inc. Market Call (BNN TV) 2016-06-27 $18.900

An independent power producer based in Québec. Have increased their capacity significantly over the last number of years and are continuing to grow. They have some very aggressive targets for capacity and cash flow. Going from reinvesting all their capital into growth projects, to returning some of it to investors through a dividend, and there is lots of room for that dividend to grow. They have a number of projects that they still want to develop. Trading at a significant discount to their peer group. Dividend yield of 2.99%.

Gerard Ferguson CANADIAN UNKNOWN Yes View
COMMENT BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2016-06-27 $29.100

If you are going to participate in the Brookfield group, you should go through Brookfield Asset Management (BAM-T), because they have minimum exposure to London as well as to Europe.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT CF-T Canaccord Financial Inc Market Call (BNN TV) 2016-06-27 $4.550

One of Canada’s 2 publicly traded brokerage firms. Well diversified with retail, institutional, investment banking and advising business. It has gone through a big restructuring in the last few years. The brokerage industry globally is facing a lot of challenges. It isn’t as profitable as it once was. This one has been very fortunate in being diversified across different industries, but do have a substantial amount of their assets in the UK, and are directly impacted by what has happened with BREXIT. That will impact their profitability and their asset base. He likes this name and it is extremely cheap. Trades at a significant discount to its BV.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
WAIT CFP-T Canfor Corp Market Call (BNN TV) 2016-06-27 $12.300

(Market Call Minute.) Lumber is probably the poster child for seasonality. The time to own is going into the 4th quarter. There has been some improvement in housing which favours lumber producers, and this is one of the best suited. He would look toward September.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
HOLD CJP-T iShares Japan C$ Hedge ETF Berman's Call 2016-06-27 $10.450

Has just started buying Japan because of the strength in the yen, and thinks the next side of this is Japan weakening in the yen, in which stocks will outperform.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS Unknown View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2016-06-27 $37.660

Suncor (SU-T) or Canadian Natural Resources (CNQ-T). Doesn’t own this, but it is on his potential Buy list. Thinks very highly of management. If he had to choose just one, he would probably go with this.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2016-06-27 $19.120

One of his favourite energy stocks. It is one of the best companies in Canada. They have 7000 prospective wells, many of which are subject to the benefit of water flood. You are going to see continuing increases in production. Feels that eventually the dividend will start to be increased.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CYH-T iShares Global Advantage Dividend E.T.F. Berman's Call 2016-06-27 $16.600

RESP with an 18-year time horizon? He would say this is a good choice, but investing with a long-term growth horizon, dividend weighted stocks are going to be underperforming. He would much rather have something like a total world Index that is going to give you maximum upside growth.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS Unknown View
TOP PICK DGC-T Detour Gold Market Call (BNN TV) 2016-06-27 $33.020

A cash flow machine. As an acquisition target, it will fill holes for a lot of producers that might be short of cash flow over the next few years. They have built out their mine and most of the capital has been spent and is now in a reaping phase. It will participate with higher gold prices, but also would be a great addition to a company that needs a growth profile in order to finance a bunch of projects that they have coming on.

Gerard Ferguson CANADIAN UNKNOWN Yes View
COMMENT FLS-N Flowserve Corp. Market Call Tonight (BNN TV) 2016-06-27 $43.000

Had owned this several years ago, and it was a Top Pick on many occasions. When the economy started to slow, more particularly the oil/gas industry, he sold his holdings. They produce valves, pumps and seals for a variety of different products for the chemical and oil industries. Trading at 17.1X this year’s earnings, and 15.1X next year’s. He is really focusing more on the companies that may use their products.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2016-06-27 $24.050

Thinks their outlook is very positive. They have been having some issues with several of their mines. He likes this one very much.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2016-06-27 $53.850

Loves the company. It closed last night up $53.85, and the target one year out is $64. Earnings growth is 11% this year over last year, and 7.4% next year and 5.6% the year after. One knock is that it has 14% exposure to UK and 42% to Europe. They have $7.4 billion in cash and credit line as a war chest. If you are a three-year holder, he would buy this.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK HD-N Home Depot Market Call Tonight (BNN TV) 2016-06-27 $124.670

He is very keen on the whole building business in the US. The existing home business is about 90% of the activity, so with people’s rising income and the rising equity in their homes, and an increasing number looking at renovations, this is right up this company’s alley. Looking out 2-3 years, this is going to be a huge winner. Dividend yield of 2.21%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
WAIT IPL-T Inter Pipeline Market Call (BNN TV) 2016-06-27 $26.080

(Market Call Minute.) Going to be very sensitive to interest rates and volumes out of Western Canada. Wait to see what happens to interest rates.

Gerard Ferguson CANADIAN UNKNOWN No View
WAIT IT-T Intertain Group Market Call (BNN TV) 2016-06-27 $10.750

The CO and CFO resigned a number of months ago over some compensation issues. The board felt that the best way to deal with this would be to put the company into play to be acquired. Expects there will be an update on this in the next few days.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
COMMENT K-T Kinross Gold Market Call Tonight (BNN TV) 2016-06-27 $6.740

He likes this company, but one thing that has bothered him a little in this marvellous boom in gold and gold stocks is that most gold companies are trading at the top of the Bollinger band, which is not a great time to buy historically. However, this one is only halfway up. From a technical point of view, this is still a bit cheap so you could buy it.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT MDA-T MacDonald Dettwiler & Assoc. Market Call (BNN TV) 2016-06-27 $82.520

(Market Call Minute.) This is going to be a beneficiary of any kind of Trump win in the US and increased spending on defence.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
BUY on WEAKNESS MFC-T Manulife Financial Market Call (BNN TV) 2016-06-27 $16.470

This has exposure to the overall equity market, and people love to play it on the way up, and love to short it on the way down. The expectation for rate hikes is being pushed out right now, so they are out of favour. He would use $13-$14 as a floor and would wait for it to pull back a little.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
PAST TOP PICK MFC-T Manulife Financial Market Call Tonight (BNN TV) 2016-06-27 $16.470

(A Top Pick June 22/15. Down 28.5%.) He likes companies that have great operations offshore, and the Asian growth for this one has been quite dramatic. Hadn’t thought rates would stay down for as long as they have. With the current drop, he would Buy more.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH MG-T Magna Int'l. (A) Berman's Call 2016-06-27 $44.000

This has been underperforming for quite a while. At a minimum it has to test the February low of around $42. Wait for $42, and if it holds there, you could buy some, but if it doesn’t hold there you have another 10% below that at least.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS Unknown View
PARTIAL BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-06-27 $44.000

Because they produce auto components, they are susceptible to movements in the auto cycle. We have come off several very strong years in auto sales, and people are concerned that we are starting to see a peak in auto production, and are going to go through a couple of years of having a pullback. If so, this company will be affected. The events in Europe have compounded this problem, because they have a tremendous amount of business in Europe. His would start legging into names like this.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
WAIT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-06-27 $44.000

One of his favourites, but doesn’t own it because of car sales in the US topping out at around 17 million. Europe is advancing a little. Wait for a further decline before buying.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
BUY on WEAKNESS MON-N Monsanto Company Market Call Tonight (BNN TV) 2016-06-27 $99.980

The big story on this is the M&A craze going on in agricultural companies. The European situation has little effect on this company as Europe has only about 10% of their sales with the UK being about 2%. A fabulous company and one of his favourites. However, it is fairly close to its target price. The target one-year return is 5.4%, and a dividend of 2.1%, so you are looking at about 7.6%. The PE is 21.6X this year’s, so it is selling at a reasonable premium. He would like to see it come down closer to $90 before buying.  (See Top Picks.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2016-06-27 $39.040

They manufacture buses for intercity as well as city buses and have announced a large number of wins. A dominant player in an industry that has consolidated from 5 players into 3. Made an acquisition at about 6X EBITDA, and they trade at a higher multiple than that at 8.5X EBITDA. Feels they have been light on some of the synergies they are going to get from the acquisition, so will hopefully report better numbers and margins going forward, and beat the street estimates. Dividend yield of 2.46%.

Gerard Ferguson CANADIAN UNKNOWN Yes View
COMMENT POU-T Paramount Resources Market Call (BNN TV) 2016-06-27 $9.260

Gas focused. Was one of the outliers last week. A debt laden company, but has a lot of levers it can pull. Improved last week as people got the impression that equity markets were once again open for companies to raise capital. He is not sure that applies to this company. The large shareholders in this company are much more interested in riding out the cycle as opposed to impairing their company with fire sale prices for their assets. Thinks it will be one of the preferred names to play in a recovering natural gas environment.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2016-06-27 $75.200

This only has about a 5% exposure to the UK and Europe, which is manageable. They recently took over City National of California, which had a fantastic wealth management business in California and New York State. It is their intention to increase this business as much is possible, and at the same time cross-sell products and services. Dividend yield of 4.31%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT SLW-T Silver Wheaton Market Call (BNN TV) 2016-06-27 $28.750

A royalty company, specifically on silver metal streams. Not a cheap stock, but it tends to be a safer metal stock because it is not exposed to mining risks. He likes the name. 

Gerard Ferguson CANADIAN UNKNOWN Unknown View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2016-06-27 $34.330

Suncor (SU-T) or Canadian Natural Resources (CNQ-T). Doesn’t own this, but it is on his potential Buy list. Thinks very highly of management. If he had to choose just one, he would probably go with CNQ.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
SELL TCK.B-T Teck Resources Ltd. (B) Berman's Call 2016-06-27 $14.910

For years analysts, including him, have been negative on this. A long-term chart shows lower lows and lower highs. Now something is changing. Is this because of demand coming back for copper, etc., or a simply short-covering on a relief trade? He is more on the side of short-covering on a relief trade than new demand. For the next few years it probably bounces back and forth between $6-$10 on the low end and the recent highs. He doesn’t like it here, and would be a seller, and buy it back on a dip.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS No View
BUY on WEAKNESS TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2016-06-27 $14.910

(Market Call Minute.) This is discounting a very strong improvement in copper and in coal prices. Thinks it has run a little further than it should have, so he would wait for a pullback.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
COMMENT TCN-T Tricon Capital Group Market Call (BNN TV) 2016-06-27 $8.180

A well diversified real estate company. Have recently gone into prefab constructed homes in the US. His concern has been the migration they have taken into the different paths through the years. Feels they should now be selling off some of their holdings instead of going off into other areas. They probably have 80%-90% of their assets in the US. Even if the assets did not go up in value, there has been a tremendous currency move, making the assets at least 15%-20% more valuable. Have probably taken on too much at one time.

Gerard Ferguson CANADIAN UNKNOWN No View
COMMENT TCW-T Trican Well Service Ltd. Market Call (BNN TV) 2016-06-27 $2.070

The resource service sector in Canada is quite tough right now. Well activity is way down. We have come off historic highs for drilling. That is both bad and good. Like most cyclical sectors, that is when you want to buy. The number of rigs in activity right now is historically very low. We are starting to see an increase in oil activity. This company has done a lot to improve its balance sheet. It is better positioned now to weather the storm.

Gerard Ferguson CANADIAN UNKNOWN Unknown View
PAST TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2016-06-27 $54.510

(A Top Pick June 22/15. Up 5.54%.) His favourite bank. The main attraction is the exposure to the US. Their exposure to the UK is minimal.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2016-06-27 $57.280

He likes this along with Enbridge (ENB-T) Inter Pipeline (IPL-T) and Pembina (PPL-T). If things proceed happily towards an Energy East pipeline, that would refocus his interest in this.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TXG-T Torex Gold Resources Market Call Tonight (BNN TV) 2016-06-27 $2.200

Recently announced a 10 for 1 consolidation. This is simply a way of getting the share price higher than what it was. This is a way of attracting long-term institutional investors.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT UNS-T Uni-Select Inc Market Call (BNN TV) 2016-06-27 $32.580

Has aggressively gotten out of the US on the distribution side and sold their assets about a year ago, and are continuing to grow their Canadian operations. Thinks the name will be very active over the next 6-12 months from an acquisition standpoint. He likes this.

Gerard Ferguson CANADIAN UNKNOWN Yes View
COMMENT WCP-T Whitecap Resources Market Call (BNN TV) 2016-06-27 $9.570

(Market Call Minute.) Likes the name. It is a play on oil. Very strong management team. One of the go to names for energy investors.

Gerard Ferguson CANADIAN UNKNOWN Yes View
COMMENT WFC-N Wells Fargo Market Call Tonight (BNN TV) 2016-06-27 $45.010

Generally, US banks are cheaper than Canadian banks and have more potential upside, but yields are much lower. He likes this because he likes US housing, which is one of the continuing positive drivers of the US economy, and this is a major player in the mortgage market.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT YRI-T Yamana Gold Inc. Market Call (BNN TV) 2016-06-27 $6.640

Gold follows a very seasonal pattern. Typically, you get a pickup in interest at the end of the summer and into the 4th quarter. Thinks Brexit has impacted the seasonality that we are going to see as gold would have been weaker already. This is a very liquid instrument, so a lot of people are starting to favour it again.

Gerard Ferguson CANADIAN UNKNOWN No View
WAIT ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Berman's Call 2016-06-27 $17.740

ETF to take advantage of the drop in UK and European stocks? None just yet. Depending on the type of investor you are, and your tolerance for risk, BMO Europe High Dividend Covered Call Hedged to CAD (ZWE-T) is an ETF that is a way to get dividends from Europe with a Covered Call overlay. In an uncertain environment, you are getting over a 7% yield and volatility. This will be a fine one to nibble at into weakness, but could easily fall another 10%.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS Yes View
COMMENT ZWU-T BMO Covered Call Utilities ETF Berman's Call 2016-06-27 $13.605

High-yield ETF’s? The Fed is probably off the table in terms of raising interest rates. It wouldn’t surprise him if the next move was a cut. If there is an economic downturn again, the answer is lower rates, but they are not going to work. There are some big challenges ahead. He has said for years that interest rates are going to stay near zero for decades, just for the world to get a little bit of growth. If interest rates are going to stay low, then utilities are a good source of dividends because they are regulated. There is not a lot of growth, but the dividends are pretty consistent and stable. He would stick with Canadian dividends. It is still a little too early to be aggressively buying things as there is more downside to come. His favourite is BMO Covered Call Utilities (ZWU-T). You are getting a near 7% yield.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs CAUTIOUS Unknown View
COMMENT ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2016-06-27 $22.530

(Market Call Minute.) A company with fantastic margins. Sees a lot of growth upside for this company.

Gerard Ferguson CANADIAN UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-24 $0.020

Market. He did not make any strategic changes going into the Brexit vote. This has not been a wonderful year. Today he is buying the stocks that he thinks are down too much. The UK pound is falling which means it is going to cost them a lot more money to import goods, but it makes going to the UK cheaper, and the impact could be nothing. Nobody knows what the short term impact is going to be. Any analyst that has more than 10% of their exposure to Europe and are down 3%-5%, with maybe their profits being impacted to zero, that would be the stock to buy. A lot of the ones that are down today are the US financials. Those are the kinds of stocks he is attracted to today.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-24 $0.020

Volatility ETF’s as a swing trade? You are probably better off going to a casino and playing the roulette wheel. The outcome is absolutely random. Just because you get it right doesn’t mean you are smart, it just means you got lucky.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-24 $0.020

Gold stocks? Has bought gold stocks in the past, but wouldn’t buy them now. Doesn’t see any reason to own these types of companies. Has no idea what gold is going to do a year from now.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-24 $0.020

Market. Britain decided to leave the EU. It is a pretty big deal, an unprecedented and uncharted territory for the markets. From a Canadian investor’s point of view, he doesn’t think the impact is going to be overly material. A lot of Canadian investors’ portfolios don’t have much exposure to the European market, so doesn’t see them taking a huge hit. A lot of companies that trade on the TSX don’t have a lot of revenues that are generated from the European markets. Probably the biggest exposure is in the financial sector. This is a great opportunity to pull out your watch list, and for those that you have been waiting for, a more attractive entry point. You need to expect volatility for the next few weeks.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN _N/A View
BUY AAPL-Q Apple Market Call (BNN TV) 2016-06-24 $93.400

Much cheaper than it was a few days ago, so you can absolutely buy it here. If you are waiting for a selloff, this is it.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK ADW.A-T Andrew Peller Market Call Tonight (BNN TV) 2016-06-24 $26.930

(A Top Pick March 3/16. Up 8.14%.) This is a recession resistant type of industry. The wine space within alcohol, is actually a faster growing one, compared to the broader alcohol/spirits market. A stable company.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT AMZN-Q Amazon.com Market Call (BNN TV) 2016-06-24 $698.960

One of the best companies, but valuation makes it very hard for him to make sense of. You have to take a big leap of faith to bite into the multiple of 60 or 70 times earnings.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-06-24 $52.300

Alimentation Couche-Tard (ATD.B-T) or Magna (MG-T)? Since he owns Magna and not this one, Magna is the only one he can recommend. However, this is a great company and it has come back a little. Feels it has sold off partly because there are concerns they might overbid for CST Brands which is rumoured to be up for sale. This one benefits from the low Cdn$, so they are probably doing okay now. It has always been an expensive company.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2016-06-24 $52.300

A “Best in class” type of name. The valuation multiple was getting higher, but has come down a lot and is more reasonable in price. They are still doing acquisitions globally, and has been a very astute team in being able to pick up interesting companies at fair prices, and growing shareholder value.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT AW.UN-T A&W Revenue Royalties Income Fund Market Call Tonight (BNN TV) 2016-06-24 $32.070

Have been putting up about a 6%-9% same-store sales growth over the last year or so, which is a pretty big number. Their marketing is on an organic healthier food angle, and also focusing on smaller format stores in metropolitan areas. That seems to be paying off. As a royalty, there aren’t many costs. Payout ratio is at about 100%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2016-06-24 $21.920

They do daylighting, exposing underground wiring and pipelines. Seem to be able to do it quicker and more efficiently than their competitors. Great management team. Have been through downturns before and have managed it. However, looking at the valuation, it looks like it is priced to perfection at 24X forward earnings. Has a pretty good growth plan, and if they can deliver on it there is some potential for a return. The problem is, they moved into the US and have seen their margins depressed. Not confident they can get those margins up to historical levels.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2016-06-24 $42.920

One of his biggest holdings and he is happily buying it. It has exposure to the UK and Europe, but doesn’t think there is going to be any impact to its business operations. The smartest investors he knows and will probably use their beautiful balance sheet to make wonderful acquisitions going forward.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BBU.UN-T Brookfield Business Partners LP Market Call (BNN TV) 2016-06-24 $25.820

A new limited partnership from Brookfield. Made up of a collection of different assets such as private equity assets, ownership and other publicly traded companies. It came out at around $30+. Typically, people get rid of it because it’s a duplication of something they already have, but they really should be buying it instead. Hasn’t decided what his strategy is yet, but he wouldn’t discount this company. The price looks quite interesting.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK BOS-T Airboss of America Market Call Tonight (BNN TV) 2016-06-24 $14.100

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2016-06-24 $38.840

Doesn’t own any oil/gas producers. Got out of them in 2015. This and Suncor (SU-T) are the 2 best run oil/gas companies in Canada. For conservative portfolios, 1 or 2 of them could find a place in your portfolio. He is not over the moon about buying oil/gas stocks at $48 oil.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CSU-T Constellation Software Inc. Market Call (BNN TV) 2016-06-24 $500.840

A well-run company and the CEO has created an unbelievable free cash flow machine, buying up software companies and having annuity revenues, and using the free cash to continue to buy more, etc. They now have a suite of thousands of companies and are on the hunt to buy more. This is on his radar screen, but he just can’t stomach buying it at this valuation.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-06-24 $27.800

(A Top Pick March 3/16. Down 29.31%.) This has been a bit of a wild ride. Their most recent earnings release was pretty good. They delivered on what they said they would. Then the whole strategic review narrative started to take over and 2 private equity firms backed out. The valuation shows this is cheap as it can be at 3.5X forward earnings. They have positive cash flow and growing revenues and a global footprint, but are trading at such a cheap level.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
DON'T BUY CXV-X Convalo Health International Corp Market Call Tonight (BNN TV) 2016-06-24 $0.230

Doesn’t follow this too closely. A rollup for rehab facilities. He doesn’t buy into the rehab market rollup story. There are better quality companies out there.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT DBO-T D-Box Technologies Market Call Tonight (BNN TV) 2016-06-24 $0.550

This creates a motion seat for theatres. They had a quarter where the stock really got hit, down 16% over 2 days. The balance sheet is strong and there is a lot to like here. Feels they have a long runway for revenue growth.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY DH-T DH Corporation Market Call Tonight (BNN TV) 2016-06-24 $32.110

A transaction processing, loan administration type of business. A Short report came out talking about a big acquisition they did giving them a global platform to sell and cross sell their services. The report said they were not going to be able to get any growth, legal issues, etc., but the company released an earnings report which squashed the report. That was followed by another release which wasn’t a great quarter. It is now pretty cheap at about 12X earnings and pays a 4% dividend, and has potential for dividend growth. He likes this.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY DIS-N Walt Disney Market Call (BNN TV) 2016-06-24 $95.720

Buy the stock or buy some call options for one month out? If you want to buy call options one month out, you should go to the casino, as it is the same type of business. He is buying the stock as it is attractive here. Has sold off materially from its all-time high of $120 a share. There are worries about ESPN, cord cutting and overpaying for some of the sports, but they own such wonderful assets. Valuation is very cheap for a company that he expects to have double digit earnings growth for the next few years.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY EMP.A-T Empire Company (A) Market Call (BNN TV) 2016-06-24 $21.160

Has finally joined the club of grocery chains that has messed up and fallen flat on their face. It looks like they bought Safeway right at the top. Integration is not going well. Last 2 quarters have been poor. It is going to take some time. If you are a patient, long-term investor, this is an excellent time to buy. 1.9% dividend yield.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT FFH-T Fairfax Financial Market Call (BNN TV) 2016-06-24 $665.210

This has always been a very defensive investment, because Prem Watsa is a very conservative investor. He created an enormous amount of wealth for shareholders over the long-term. Has followed the model of Warren Buffett, which is owning an insurance company and using the proceeds to float to buy other companies. He has done a wonderful job. Doesn’t think you can go too far wrong owning and buying this company.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
BUY GOOG-Q Alphabet Inc (C) Market Call (BNN TV) 2016-06-24 $675.220

The only FANG stock he likes, because it is the most profitable and has a wonderful balance sheet, and they dominate the search business. This is one you could definitely buy here. Just keep in mind that the Cdn$ is also down. An attractive entry point.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT GRC-X Grenville Strategic Royalty Market Call Tonight (BNN TV) 2016-06-24 $0.380

Had a bit of an issue with their most recent earnings release, and had to do with the dividend payout ratio. It is calculated as a regular payout, but they also include a fake kind of sell part of their business, and count that under the earnings line into the payout ratio. Not reliable and not necessarily sustainable. He wouldn’t own this and rely on the dividend.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT IT-T Intertain Group Market Call Tonight (BNN TV) 2016-06-24 $11.530

Really cheap 3 months ago and then news of the strategic review came out and there was a nice little pop on the shares. There is a lot of uncertainty going on right now. They pushed back their AGM because at the end of June they are going to come out with an announcement of whatever’s happening with their strategic review. But now with the BREXIT vote, his worry would be that whatever deal was in the works, it is either being put on hold or being quashed. Too much uncertainty for his taste.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2016-06-24 $17.350

It is hard for him to get excited about this company. Just when it seems that they are out of the woods, something else happens. The issue for life insurance is the weak Cdn$, low interest rates and that the stock market hasn’t taken off. Trading at 0.9X BV, which would probably be of interest to a deep value investor.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-06-24 $47.030

(A Top Pick July 21/15. Down 29.68%.) This was a very cheap valuation at $70, and is even cheaper at $49. People at the beginning of the year got it in their head that we are at Peak Car, and that GM and Ford are not going to sell as many cars, and if interest rates go up, it is going to be bad for car leases. He continues to buy more and average down.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK NA-T National Bank of Canada Market Call (BNN TV) 2016-06-24 $44.050

(A Top Pick July 21/15. Up 2.16%.) Wrote down some assets, and were affected by oil/gas write-downs as well, so it hasn’t been the strongest year for them. Still trading at 8 or 9 times earnings. Their last quarter was very good.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK ORCL-N Oracle Market Call (BNN TV) 2016-06-24 $39.230

Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK PBH-T Premium Brands Holdings Corp Market Call Tonight (BNN TV) 2016-06-24 $52.700

A specialty food, manufacturer and distributor. Within Canada, consumer staples may have 15 companies that are investable. Most of them are large, mature, slow growth type of companies. Specialty foods means they can charge higher margins. You get the feeling management is not trying to build an empire and not growing for the sake of growth, but are making decisions that are in the shareholders’ best interests. Dividend yield of 2.88%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
TOP PICK PCLN-Q Priceline.com Inc. Market Call (BNN TV) 2016-06-24 $1232.140

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2016-06-24 $0.190

This has been a disaster. On the recent quarter, year-over-year growth looks quite solid, but quarter over quarter wasn’t too great. This kind highlights the risk of getting involved in businesses that are reliant on government funding. It just seems that they can’t put together a quarter without any negative news.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD PM-X Prism Medical Ltd. Market Call Tonight (BNN TV) 2016-06-24 $9.500

Mobility equipment. They bought the lift business division of Shoppers Home Health. It has a 5% dividend yield, but is higher risk. He thinks they will be able to grow into their earnings and cash flows and help support that dividend.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT RPI.UN-T Richards Packaging Income Fund Market Call Tonight (BNN TV) 2016-06-24 $23.300

This is a tough business. Packaging is a good consumer staples type of business. They do all the things right. Have a good dividend, raise it, and do share buybacks. He just can’t get past the illiquidity. Also, there has been quite a big run up on shares recently. Now trading at multiples that are on par with something like CCL Industries, which is much larger and a much more liquid company, which he would prefer.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY RY-T Royal Bank Market Call (BNN TV) 2016-06-24 $77.210

Likes this and the Canadian banks. Over the long-term, anybody who has owned Canadian banks has earned significant compound rates of return. They are not expensive and you get a nice dividend growth. Dividend yield of 4.2%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK SAP-T Saputo Inc. Market Call (BNN TV) 2016-06-24 $37.720

(A Top Pick July 21/15. Up 29.12%.) There was a listeria scare with some of their chocolate milk, which had an impact on the stock. However, their last quarter was very strong. They are having an issue right now because of low dairy prices. The balance sheet is in good shape and he thinks they are ready to pounce and make some acquisitions.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK SAP-T Saputo Inc. Market Call (BNN TV) 2016-06-24 $37.720

A dairy producer; cheese, Nielsen milk, inputs for wholesalers, restaurants as well as branded retail. Still a small fish in a global pond, but there is potential for them to grow bigger and increase its footprint. Management, when they make an acquisition, are able to grow margins and improve everything all around. Generates a lot of free cash flow. Likes the potential for them to use their balance sheet to continue to make acquisitions globally. Dividend yield of 1.43%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
STRONG BUY SBUX-Q Starbucks Market Call (BNN TV) 2016-06-24 $54.680

Visa (V-N) or Starbucks (SBUX-Q)? A hard choice, because they are both wonderful, wonderful companies. On this one, you get the retail and the wonderful loyalty of people. It has never been cheap and may never be on earnings multiples, because it is such a good business to be in. They will be generating free cash flow to the end of time. He is still sitting on the fence on this. 1.5% dividend yield.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK SIS-T Savaria Corp Market Call Tonight (BNN TV) 2016-06-24 $8.060

(A Top Pick March 3/16. Up 37.58%.) He still likes this. They are involved in accessibility equipment such as stair lifts, etc. This is a demographic tailwind in that people want to stay in their houses longer. Recently acquired the automotive division of the Shoppers Home Health Care which builds on their van conversion business. They also did a $20 million financing for purposes of future growth. Thinks that they have a few acquisitions in their back pocket they are thinking about. When that happens, they will be back on the growth track. Still a Buy.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT SJ-T Stella-Jones Inc. Market Call Tonight (BNN TV) 2016-06-24 $48.040

Getting some attention right now because Canadian Pacific (CP-T) had some weak results and people are wondering if there is going to be demand. On railroad ties, there is always a minimum demand. This is a company he likes, and they are a long-term value creator for shareholders. 

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
DON'T BUY SOX-T Stuart Olson Inc Market Call Tonight (BNN TV) 2016-06-24 $6.210

An infrastructure company. This space has been getting a lot of attention lately because of budgets and stimulation of the economy, and this is probably his least favourite. Bought a pretty large electrical firm out West, and the timing was not great. There are better options in the sector.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD STN-T Stantec Inc Market Call Tonight (BNN TV) 2016-06-24 $32.300

Infrastructure company. Had a stint where they had slow growth and not doing too much, but that is a good thing. A steady dividend grower which adds value to the dividend. Did a water infrastructure acquisition, and that is going to take some time to digest, but over time, when they can buy some synergies with that, they will be reward.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
BUY TD-T Toronto Dominion Market Call (BNN TV) 2016-06-24 $55.240

Best Canadian bank? This is one of his favourite banks. Because they have strong exposure to the US, it has done an incredible job of building out their branch networks. The US is going to be a safe haven. You may see more money flow into the US, which might be good for this bank.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TEVA-N Teva Pharmaceutical Market Call (BNN TV) 2016-06-24 $50.010

One of the largest generic drug makers. Less risk than some of the other drug makers, as it doesn’t own as many branded blockbuster drugs. They are in the midst of acquiring the generic business from Allergan (AGN-N). The company is confident their earnings will grow significantly which will diversify their portfolio. Very cheap on an earnings metric. As we age, people are going to be using more drugs, and generic drugs are probably going to be prescribed more, given the lower prices.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY TS.B-T TorstarCorp (B) Market Call Tonight (BNN TV) 2016-06-24 $1.580

A classic value trap. It is cheap for a reason. The high dividend is really attractive and can suck you in. They are making an effort to adjust by restructuring and going digital. However, the institution is so large that he worries that they are going to go through all this work, turn around and adapt to what it is like today, but by the time they do that, the environment will have already changed.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
HOLD TWTR-N Twitter, Inc Market Call (BNN TV) 2016-06-24 $16.440

This is not making any money yet. Thinks they are cash flow positive and are investing for the future. The stock has been dismal since the IPO. If you own, wait for somebody to come along and acquire it.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Unknown View
STRONG BUY V-N Visa Inc. Market Call (BNN TV) 2016-06-24 $75.050

Visa (V-N) or Starbucks (SBUX-Q)? A hard choice, because they are both wonderful, wonderful companies. This one is very attractive here. Just acquired Visa Europe. 0.75% dividend yield.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY WCN-N Waste Connections Inc. Market Call (BNN TV) 2016-06-24 $69.330

For a 5 year hold? If you believe there is going to be more garbage produced in North America, this one is certainly going to haul its fair share. The slowdown in oil/gas has hurt their business a little, but if the Canadian economy continues to grow, this is a good business to be in. However, it is not cheap.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY WSP-T WSP Global Inc. Market Call Tonight (BNN TV) 2016-06-24 $39.250

Has liked this ever since they did the Parsons Brinkerhoff acquisition, which really gave them a global base to do their construction projects from. They continue to make more acquisitions that are interesting. 3.8% dividend.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
TOP PICK XTC-T Exco Technologies Market Call Tonight (BNN TV) 2016-06-24 $12.200

There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT ZZZ-T Sleep Country Canada Holdings Market Call Tonight (BNN TV) 2016-06-24 $22.990

They are opening stores everywhere. A nice, slow growth business. They are finding ways to expand their margins. It almost has a recession resistant tone to it. He wouldn’t expect the same type of returns that we have seen recently, but overall it is a solid name and well-managed. For a long-term patient holder, he thinks you can do well with it.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-23 $0.020

Markets. We are in a mild deflationary period, and when we get these deflationary shocks, all asset prices spike down and the US$ responds in a very violent upward motion. We had that at the beginning of January/2016. It has been relatively peaceful since mid-February, and the markets are going to be boring until we get another deflationary spike. Had thought Brexit could have been a potential for deflationary spikes. The US election in November could be a spike. Feels the US$ is the place to be.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US$ _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-23 $0.020

Markets. When you look at what the British pound has been doing over the last couple of days, and also that we had a big move in the marketplace, he thinks investors are voting with their money and saying that the status quo will likely remain. Hopefully tomorrow there will be a little bit of a solution so that we don’t need to use the word Brexit anymore, at least for some time. Looking at the S&P 500, we are trading at 18X forward earnings, and 19X on the TSX. In the last 10 years they have both traded on an average at about 14X, so we are at a bit of a premium. Interest rates have acted as a bit of a safety net or tailwind for equities, but really the key variable is to see an improvement in earnings growth at some point in the back half of this year and into next. The S&P 500, pushing above the 2100 level 3 times, seems to be a serious area of overhead supply. We are there again right now, so let’s see if we can break through that. Based on valuations, he is a little cautious that we can break through that. We still have some more geopolitical issues which are happening globally.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-06-23 $96.100

Sold his holdings recently at about $100. Over the last little while, has realized that iPhone sales growth is starting to wane a little. Representing 2/3 of the revenues, he believes that is a bit of an issue. Valuation wise it is still very cheap, trading at around 10 or 11 times forward earnings. Has lots of cash on the books and paying a dividend, but thinks penetration in China is not as strong as people had hoped. Also, on the next iteration of iPhones, are people going to line up and is it going to be as successful as the previous ones.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2016-06-23 $96.100

(A Top Pick June 25/15. Down 23.08%.) He is concerned with the lack of new product and the lack of change with the iPhone. It is being reported that the new iPhone is not very different than the current iPhone. Also, feels penetration in China isn’t as strong as they had hoped.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
TOP PICK ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2016-06-23 $61.310

From a valuation perspective, he likes this a lot. This was a spinoff from Abbott Labs (ABT-N) in 2013. They are more of a research based pharmaceutical global name. Has a really good pipeline with 20 new products and indications coming through in the next few years through 2020. Shares are pretty attractively valued, trading at a forward price earnings multiple of only 12X. Long-term EPS growth rate is only 13%. You also get a 3.7% dividend yield, which is expected to grow at almost double digit over the next few years.

Stan Wong NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
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