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) 2017-07-20 $0.020

Markets.  He sees a little bit of opportunity in the TSX.  It did spectacularly well last year and it will be hard to replicate it.  The sectors that have outperformed the most are counter intuitive – utilities and telecommunication stocks.  They tend to be bond proxies and you won’t get the relative benefit in a rising rate environment.  He has seen opportunity in alternative energy, however.  We are trading at high PE multiples but we are having earnings grow into these multiples.  These may last for quite some time until there is a rollover of the cycle.  He would prefer financial services, and businesses that are tied to services in the industrial area.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-20 $0.020

Market. Everyone is worried that valuations are a little rich. We are in the middle of the earning season right now and investors still seem to be a little undecided. The bullish sentiment has spiked up a little lately. He expects a little pause until next week’s Fed. The growth Index showed it was a little extended in 2000 because of the Dot.Com bubble. This was followed by a housing bubble in 2008. A chart like this doesn’t tell you when to get out or what to invest in. There will be a little pause next week, and then we are going to have a really, really strong bull market in industrials, base metals and energy. Defensive areas such as utilities, bonds and staples should be underweight in a portfolio. As we get later into the period, you want to start to look for repositioning a portfolio, but for now the cyclicals are firing on all cylinders. To protect yourself, make sure you have a ballast between the procyclical defences, and you use stop losses.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-20 $0.020

Crude Oil? Chart shows this has made a little bottom. There is a seasonality that starts in the summer. The good news is, we don’t have to wait too long to figure it out. If we break $45 and move down in July, probably all bets are off, and it will probably go down to $39. In the short term, the upside will probably be $55, but there is a seasonality, so he is expecting it to push.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-20 $0.020

Cdn$? Once we broke 130, which wasn’t that long ago, we could get to 125. Once we get there, you are sort of looking at $.80-$.81. If we have this pro-growth move he is expecting, you are probably going to see the Cdn$ waiting to participate. The caveat is that technicals say we should stop here for a little bit. However, if we get that pro-growth move, he could see it going to $.90 kind of fast, but the Gov. of the Bank of Canada is going to have a conniption.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH _N/A View
TOP PICK ACN-N Accenture Ltd. Market Call Tonight (BNN TV) 2017-07-20 $128.540

Sort of quasi businesses where you would see some capital spending. They act like the market and have the same beta, but has outperformed the S&P. Chart shows a nice, brilliant trend. They are connected with pretty much every company you could see out there. (Analysts’ price target is $$133.50.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
TOP PICK AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2017-07-20 $7.210

This sort of fits in with his pro-growth theme. Financials are part of that. This one is a bit unique. Chart shows a long downtrend, which it broke through in April. You also got a signal in June for the longer-term. They didn’t execute very well for the last number of years, and were slow to change. Pays a decent dividend. Thinks there are a lot of tailwinds for this company. (Analysts’ price target is $7.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2017-07-20 $29.640

He has been adding to this one at these levels. He likes it because it gets painted with the same brush as other oil companies, but it is much more diversified. There is a high degree of certainty for their revenues and cash flows. There is high visibility. They are starting to amass assets in the alternative energy space.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-07-20 $29.640

This runs between a quasi-utility and sort of a quasi-gas company. The chart shows a really big basing pattern from 2015. They just acquired something, which makes the company a little better, but the trend has gotten a lot tighter in the last little while, which is quite positive. Gas has seasonality, which starts kicking in right now. Anything below $30 on the stock is a really good deal. Dividend yield of 7%.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
HOLD BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2017-07-20 $50.240

It is being viewed as a REIT in many ways and being stagnated due to the rising rate environment.  Management are do a good job in terms of rates of return on invested capital.  He likes it as a long term core holding.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
PARTIAL SELL BCB-T Cott Corp Market Call Tonight (BNN TV) 2017-07-20 $18.510

Beginning in May, he started getting rid of a lot of his defensive positions. The chart shows a little weakness in June. He would be selective in this space. If you own it, you’ve had a nice little gain and maybe you should take a little bit off the table. He doesn’t expect a full selloff. This has excellent support at around $16.50.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-07-20 $58.700

(A Top Pick May 26/16. Up 2.52%.) Sort of lost its oomph for him after he had held it for quite a few years. Sold his holdings at around $60. Telcos tend to be on the defensive side of things, but if a good price came up, he would look at this again.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH No View
BUY BRK.B-N Berkshire Hathaway Inc. (B) Market Call (BNN TV) 2017-07-20 $171.330

It has been a phoenix-like rise for the Canadian dollar recently.  Given the strength of the stock portfolio it is a pretty good purchase. 

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
SELL ON STRENGTH BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-07-20 $3.160

He would not own it because he looks for risk adjusted growth opportunities.  This has been a damaged story because it is just too highly levered.  It is difficult to see oil prices high enough for them to appreciate.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE No View
BUY C-N CitiGroup Market Call (BNN TV) 2017-07-20 $66.360

All of the US financials stand to benefit from a rising rate environment as well as a relaxed regulatory environment. This is the one he would think is more accelerated to these new environments. You should have US banks in your portfolio.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY on WEAKNESS CGX-T Cineplex Inc Market Call (BNN TV) 2017-07-20 $49.860

He likes the fact that it is a pretty recession-proof stock.  It is a lot more than movie tickets.  They have really built up gaming.  The PE has been high for quite some time.  It is not that elevated a PE considering its resilience, however.  It is a good idea to pick away at it.  You know you will keep getting dividend increases.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2017-07-20 $11.200

The chart shows this is staying below the $12 mark. A lot of indicators are sort of flat. Normally, staples do reasonably well during the summer. At worst, this is going to stick around $11.05. Indicators are right around neutral, but are trying to turn up. You want to get it above the resistance of $11.40, and then you can look at the $12 to see if the troops can get enough force to push beyond that.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
BUY on WEAKNESS CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2017-07-20 $103.220

He is looking to buy this. It has come into his model, but he needs a little bit of discretion as to when to pull the trigger. It has seen some short-term support levels at around $106, which brought in a lot more selling down to around $103. If we get the procyclical bump in the market, he would stick around with this. Expects some weakness next week. Seasonality kicks in around September.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH No View
COMMENT CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2017-07-20 $204.700

He is looking to pick up both Canadian National (CNR-T) and this one. The chart shows a long upward trend from early 2016, and has just started breaking down through the trend line. It is right at the 200-day moving average and there is a lot of resistance there. If we get the procyclical move that he is expecting, then rails should be part of that.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
PAST TOP PICK CVS-N CVS Health Corp Market Call (BNN TV) 2017-07-20 $77.160

(Top Pick Aug 31/16, Down 15.40%) He really liked the uniqueness of the business model.  He got out.  It was unable to overcome the competitive threats.  It could benefit from a ‘Trump Bump’.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE No View
PAST TOP PICK EMA-T Emera Inc Market Call (BNN TV) 2017-07-20 $47.270

(Top Pick Aug 31/16, Up 2.04%) He moved on because it was one of those bond-proxy type of names.  A 4.4% dividend, but there may not be any tailwind from here.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE No View
BUY GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-07-20 $992.190

A good long term hold.  It is a spectacular business.  They are at the forefront in terms of using artificial intelligence and big data analytics.  They keep re-inventing themselves.  He wishes they would pay a dividend.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2017-07-20 $8.180

He has taken a basket approach, which includes Lundin (LUN-T), Hudbay, First Quantum (FM-T) and Teck Resources (TECK.B-T). All have a similar looking chart. There is a long-term trend that is kind of breaking. In the short term, it just broke up through another little trend. The longer one will probably keep things encapsulated for a little bit, but it is positive. Has just started taking positions in this whole space. This one looks really good. It won’t have much resistance until he gets around $10.20, and then moves up to $11. If we are going to get a move in the market, all of this space is going to go. (See Top Picks.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
TOP PICK JWEL-T Jamieson Wellness Market Call (BNN TV) 2017-07-20 $17.050

It is the MacDonald’s of the vitamin business.  It is the number one Canadian consumer health brand.  They have more market share than their 5 biggest peers combined.  They have exposure in China.  He thinks it will be a success-IPO story like DOL-T.  It is now going to be a show-me story as they grow their top line.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT LZB-N La-Z-Boy Inc. Market Call Tonight (BNN TV) 2017-07-20 $32.550

Chart shows this is trying to get through its high of December. It has a great little trend underneath that. Has been pretty volatile. Indicators are sort of turning up. This could possibly come back to $28 still, which is where the long-term trend is, but he doesn’t expect that to happen. There is a good level at around $30 you could look at, or you could wait for the breakout above $33. Take a half position, because a lot of times breakouts have to come back to get retested.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
TOP PICK MDA-T MacDonald Dettwiler & Assoc. Market Call (BNN TV) 2017-07-20 $65.610

They are trying to be more and more tilted toward the US.  They are trying to get more regulatory approvals in the US, which will be a significant catalyst.  (Analysts’ target: $83.00).

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK MDA-T MacDonald Dettwiler & Assoc. Market Call Tonight (BNN TV) 2017-07-20 $65.610

(A Top Pick May 26/16. Down 21.15%.) Sold this soon after he had been on the show.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH No View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2017-07-20 $25.310

It was fairly unloved for some time and he took a position.  He bought it looking for a rising rate environment.  He started seeing technical indicators showing a resistance level about where it is now.  He decided to harvest the profits and move on to greater opportunities even though it seemed just to be forming a base.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE No View
WATCH NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-07-20 $51.340

He missed the bus on this one.  It has been a beneficiary of municipalities spending more on transportation.  They are securing long term contracts south of the border.  He would need to see a 10-15% pullback before trying to get into it now.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE No View
PAST TOP PICK PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2017-07-20 $33.540

(A Top Pick May 26/16. Up 1.19%.) This is going to have a bit more of a headwind because Viagra is coming off patent next week. This is a really good space, and it has a seasonality that kicks in, in June. There are probably stronger names than Pfizer.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH No View
PAST TOP PICK PWR-N Quanta Services Market Call (BNN TV) 2017-07-20 $32.750

(Top Pick Aug 31/16, Up 16.91%) He has been accumulating more of this.  The management team has been pretty astute at picking away at assets.  There is some growth as well as the dividend.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Yes View
WATCH RUS-T Russel Metals Market Call Tonight (BNN TV) 2017-07-20 $25.370

There is a little bit of a bid underneath this whole growth profile area, particularly in oil and gas. Numbers show that the inventory is being worked off and there are a lot more rigs coming on. Chart shows a nice trend going from the lows at the beginning of 2016. Indicators are wanting to turn up, but are sort of bouncing around not sure what to do. A stock like this is going to be sensitive to all things economic. Wait until midweek next week and see what is happening with the FMC days. Take half your full position during that time. There is going to be a little resistance around $26, followed by more resistance around $28. There is a lot of seasonality on this. It usually has a fantastic August.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
BUY SHOP-T Shopify Inc. Market Call (BNN TV) 2017-07-20 $114.280

It has been a red hot stock.  It has been a disruptor stock.  It is more of a growth type name and does not pay a dividend.  It has some pretty interesting secular growth associated with it.  They upped their guidance for yearly revenues. They report in August.  He thinks their trend is still consistently with them.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-07-20 $114.280

This has been a darling. It first hit around $130, and then peaked at around $135, but then has been rolling over. However, underneath that, it has a very nice upward trend. He wouldn’t be concerned unless it broke $110. If it breaks $110, it will probably go down and test its longer-term deep support at around $85. It is really hard to tell in the short term. You want to see it hold here, or else it is going to pull back to the breakout level.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
WEAK BUY SWK-N Stanley Works, The Market Call (BNN TV) 2017-07-20 $146.660

It is probably a little richly valued for him, but the trend is quite good.  Industrials should do better.  You will see continued demand loosely tied to housing and infrastructure.

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE No View
COMMENT TCBI-Q Texas Capital Bancshares Market Call Tonight (BNN TV) 2017-07-20 $81.500

This had a really good day today. It looks like there have been some kind of a fundamental announcement that spiked it up. Seasonality for this stock is really fantastic in September, October and November.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
COMMENT TTWO-Q Take-Two Interactive Softwar Market Call Tonight (BNN TV) 2017-07-20 $78.030

Chart shows a little resistance around $80 in May and June. Some risks have been reduced at around $73-$74. A lot of indicators are starting to move up. It looks like it’s going to want to go through $80.35. Good risk/reward. Expects it will be $81-$82 pretty soon.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY TV-T Trevali Mining Corp Market Call Tonight (BNN TV) 2017-07-20 $1.270

Both Stops he uses were hit today, so something is going on. All indicators are starting to roll over. There is susceptibility to $1.06. The chart is showing sort of a Bull flag. He prefers buying a basket of the junior resource companies for a very small portion of his portfolio. It looks like it wants to find support at $1. He wouldn’t stand in the way of this right now.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY UAA-N Under Armour Inc. Market Call (BNN TV) 2017-07-20 $20.640

They were one of the disruptors of the industry, but some of that has now left them.  You would have a better risk managed opportunity in something like NKE-N. 

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK V-N Visa Inc. Market Call (BNN TV) 2017-07-20 $98.110

It is a technology company, a toll collector within that sector.  $17 Trillion turns over across the globe.  It is becoming more and more ‘electronicified’.  They are growing and getting more avenues of getting paid.  (Analysts’ target: $105.00).

Mohsin Bashir NORTH AMERICAN - LARGE SELECTIVE Yes View
TOP PICK XBM-T iShares S&P/TSX Gb Base Metals Market Call Tonight (BNN TV) 2017-07-20 $11.590

A basket of all the base metal stocks out there. They have a pretty long downtrend that starts in 2011, and it is just starting to poke its head above a shorter-term break. There are no guarantees, but if we are going to get this pro-growth move, base metals are going to be part of that. Thinks this is a double and a low risk by going to the basket.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-19 $0.020

Energy. It has been a tough, tough space to be in for the first 7 months of the year. It is record-setting because for the last 27 years, the energy index has never fallen for 7 sequential months in a row. He is optimistic that given the trends we are seeing in the US inventory drawdowns, the market is going to wake up to the fact that things have been improving since July of last year. Things are not as bad as you would think, and oil is heading higher in the next couple of months. Had thought that the timeframe for a change in thinking would be roughly September, but that has now been pushed back to about March 2018. There are 3 reasons for this. 1.) The biggest one is Libya and Nigeria both coming on bringing on almost a half a million barrels per day since the beginning of the year due to geopolitical situations. 2.) The dislocation between OPEC production cuts of 1.1 million barrels per day and OPEC export cuts which only fell to 400,000. That has subsequently improved. 3.) The ramp up in the US. The rig count since the beginning of the year is up almost 50%. Despite those 3 headwinds, inventories are still falling, and we are getting closer and closer to the end point. Expects oil to be over $50 in the next couple of months, $50-$60 in 2018-2019 when the bullish picture really starts to improve. He struggles to see natural gas being much above $3.

Eric Nuttall ENERGY OPTIMISTIC on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-19 $0.020

How do you value a frac sand company? One way would be by calculating the cash flow stream over the 50ish years of reserve life. A quicker and easier way is to just look at, on a forward basis, the total value of the company (debt+ market cap divided by cash flow) and relate that back to historical multiples. The US names have typically traded from 7 to 8 times, and today they are trading 3 to 4 times.

Eric Nuttall ENERGY OPTIMISTIC on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-19 $0.020

Market. The Canadian economy is doing all right, but you look at the composition of the index and it is mostly oil, gas and banks. Then we had the Home Capital effects which spilled into the banks, and they became unloved. Oil and gas fundamentals have not been great this year. The base metals and all the other resources had a little bit of a lift in the last little while, but it has also been going down in the first 6 months of the year. Banks will probably do okay, but it pretty much depends on what oil and gas does. Everybody is looking for a rally in oil and gas, but no one knows how long it will last or how good it will be.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-19 $0.020

Cannabis? She hasn’t done enough work to recommend one name over another. Every day there is a new name that comes up on her screen, and it is getting to be a crowded space. In the long run, whatever the politics, etc., her experience is that the front runner and the consolidator will be the name to own. It’s a little early to tell at this time.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN No View
DON'T BUY AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-07-19 $25.360

(Market Call Minute.) She would avoid this.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
COMMENT ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2017-07-19 $0.910

If you want to be in Canada, and want a very small cap and uber leverage to the oil price, this is a pretty good pick. They did a royalty deal on their oil sands project, which was nothing short of genius. Payments don’t start until oil exceed something like $70-$75. Their total cash/cost break-evens are around $44. If you are a believer in $65-$70 oil, this stock could really, really work. If you are a believer that we are stuck in a $50-$60 range for the next year, there are better areas to be in.

Eric Nuttall ENERGY OPTIMISTIC on OIL Unknown View
PAST TOP PICK AW.UN-T A&W Revenue Royalties Income Fund Market Call Tonight (BNN TV) 2017-07-19 $32.200

(A Top Pick July 20/16. Down 0.09%.) It went up, and she took her profits. In their last earnings report, same-store sales have actually been negative, and they had been reporting double digit growth. If they return to positive same store sales, she will be a buyer again. Dividend yield of 4.8%.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
DON'T BUY BBI-X Blackbird Energy Inc Market Call (BNN TV) 2017-07-19 $0.365

Too small and there is too much uncertainty around the prospectivity of their acreage as well as their competitive edge in completion technology, which he thinks they have a 10% interest in.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
TOP PICK BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2017-07-19 $50.160

Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
PAST TOP PICK BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2017-07-19 $6.370

(A Top Pick July 29/16. Down 32.42%.) Management has always been underappreciated. They’ve done a really good job in building an asset base, and most importantly, paying down debt. Have a fairly good 5-year growth plan.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-07-19 $3.240

There is absolutely no reason to own this right now. They’ve too much debt, and lack the ability to meaningfully pay it down. This was a result of their entry into the Eagle Ford. When comparing what they look like in terms of growth rate relative to valuation, in Canada the average intermediate oil company is expected to grow next year by about 15%, with an average multiple of 5.2X EV to future cash flow. This company is expected to grow by 1% and is trading at 5.7X.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
BUY BYD.UN-T Boyd Group Income Fund Market Call Tonight (BNN TV) 2017-07-19 $95.000

She would be comfortable putting new money to work at these levels. She keeps buying this until something goes wrong, and there hasn’t been anything that has gone wrong. The last quarter was a little weak, but was really nothing to do with anything but the weather, which was too good. They have a lot of acquisition opportunities.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2017-07-19 $12.620

If you want to own uranium, you own this stock because it is the pure play and the best play in the world for uranium. She doesn’t see demand coming back. The Japan story has been problematic. Every time there is a new plant supposed to be started, locals get involved and it gets killed. Also, periodically there are countries talking about switching out of uranium. She doesn’t see a robust demand for uranium.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
COMMENT CFW-T Calfrac Well Services Ltd Market Call (BNN TV) 2017-07-19 $3.150

This operates in Russia, Argentina, US and Canada. Fracing demand, in both Canada and the US, exceeds available supply. As pricing has been going up, this has been a beneficiary. What keeps him from investing in this is their balance sheet. They simply have too much debt, and it removes their strategic flexibility.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
PAST TOP PICK CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2017-07-19 $4.910

(A Top Pick July 29/16. Down 42.97%.) If you believe in $55 oil, $9 would be a very reasonable price for the stock. The company just did an acquisition which was not very well received. Selling at really cheap levels.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2017-07-19 $108.930

This is early days and we don’t know how their US acquisition is going to work out. It has the largest proportion of assets in mortgages, which might be a negative going into a recession if we have a real estate correction.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
TOP PICK CMG-T Computer Modelling Group Ltd Market Call Tonight (BNN TV) 2017-07-19 $9.620

They recently had a joint venture with Baker-Hughes (BHGE-N), where Baker Hughes is co-marketing one of their products. It would make sense for Baker Hughes to take over this company. Schlumberger (SLB-N) is the only company with a competing product. (Analysts’ price target is $9.50.)

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
HOLD CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2017-07-19 $38.390

(Market Call Minute.) This is a hold.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
SELL CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-07-19 $9.830

If you own this, he would Sell it. Get your tax loss and move on to another name which has more upside. Management has clearly struggled for a couple of years to regain investor confidence after several stock issuances, that came with mixed messaging. There is just too much history to see this one outperform.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
WAIT CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2017-07-19 $9.660

They made an acquisition, and everybody thought they overpaid. Now they have a balance sheet problem, so before you get involved, wait to see what they dispose of and how much they get for it. She wouldn’t rush into this until they fix the balance sheet a little.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN No View
PAST TOP PICK DHX.B-T DHX Media Market Call (BNN TV) 2017-07-19 $5.920

(A Top Pick July 29/16. Down 14.92%.) He liked this for the growth prospects of Teletubbies. It got pretty good traction in the UK, but the US was pretty disappointing and that’s when he sold the stock.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
BUY DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-07-19 $122.380

This stock has been amazing. It is well-managed and they hedge their currency, they basically do everything right. Introduced credit cards recently, so there will be some cost benefits going forward. There is always something good happening at this company.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
TOP PICK DSG-T Descartes Market Call Tonight (BNN TV) 2017-07-19 $31.020

This is a growth stock, and is a beneficiary of what is happening with delivery. It is a logistics company, and the more delivery there is of anything, then this company is a beneficiary. Also, it is a growth by acquisition story and interest rates are great for them. (Analysts’ price target is $36.29.)

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
HOLD ENB-T Enbridge Market Call Tonight (BNN TV) 2017-07-19 $52.350

(Market Call Minute.)

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
COMMENT FMSA-N Fairmount Santrol Holdings Inc. Market Call (BNN TV) 2017-07-19 $3.870

Frac sand. Sees a very, very bullish underlying thesis, combined with a market that just isn’t seeing it, so stocks have sold off by 40%-70%. Of the frac sand companies, this one sold off the most because 1) they have more financial debt than the others and 2) there is a growing narrative that there will be growth in supply in Texas. As 75% of the cost of sand is transportation, there is a fear that supply growth in Texas will displace those deposits that are further away. He feels demand growth will exceed supply growth, so the market will remain tight. (See Top Picks.)

Eric Nuttall ENERGY OPTIMISTIC on OIL Yes View
BUY FNV-T Franco-Nevada Corp. Market Call Tonight (BNN TV) 2017-07-19 $92.330

(Market Call Minute.) The best gold stock out there.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
HOLD FRII-T Freshii Inc Market Call Tonight (BNN TV) 2017-07-19 $10.790

She doesn’t like the food, but you see them expanding everywhere. Apparently the millennial’s love it. She is giving it another couple of quarters to see what happens before she makes up her mind.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
COMMENT LUN-T Lundin Mining Corp. Market Call Tonight (BNN TV) 2017-07-19 $8.110

She loves this stock. One of her favourites in this sector. In the past 6 months, most of the mining stocks have got crushed. They sold a mine, and are now sitting on a bunch of cash. Management is fairly savvy, so she would expect them to buy something accretive.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
PAST TOP PICK MDA-T MacDonald Dettwiler & Assoc. Market Call Tonight (BNN TV) 2017-07-19 $66.000

(A Top Pick July 20/16. Down 20.2%.) They were converting themselves into a US based company that was eligible to bid on US contracts. In the meantime, they made an acquisition which has been hanging over the stock. A vote is today or tomorrow. She sold when she saw better opportunities elsewhere.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN No View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-07-19 $60.900

This is a stock that is in the late stage cycle, and generally you don’t own consumer stocks. Industrial products is probably where you want to be. One of the fears is that a lot of car loans are going to go bad in this cycle. Some of the loans go 6-7 years, and by that time, the car is not worth anything. Last quarter, the margins looked a little healthier in Europe. A great company, but it’s just the wrong stage of the cycle.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN No View
BUY NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-07-19 $52.040

She is a huge fan of growth by acquisition companies, and this one is a perfect example. They’ve been a consolidator of the bus manufacturing industry. A very, very good management team. They’ve been very successfully integrating businesses. Profitability is great. Trading at about 17X forward earnings, so she doesn’t think of it as expensive. If they were to make another acquisition, she thinks the stock would pop.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
HOLD NPI-T Northland Power Inc Market Call Tonight (BNN TV) 2017-07-19 $23.430

(Market Call Minute.)

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
COMMENT OAS-N Oasis Petroleum Inc. Market Call (BNN TV) 2017-07-19 $8.180

A fine company, but not one of his favourite US producers. It has a little more debt than the average company on consensus for next year, which would be higher than strip oil prices. Debt would be about 2.6X, while the average in the Permian is 1.2X. Well results have been improving steadily over the past couple of years, as they have been using more frac sand with better results. He has been warming up to the name.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
COMMENT PD-T Precision Drilling Market Call (BNN TV) 2017-07-19 $4.170

Like many service stocks, this has gone down materially. The pro is that the multiple is looking very attractive relative to what he thinks it could do in 2018. The con is that within services there is always a lot of subsectors, and the one with the least pricing power is, he thinks, drilling. Unlike pressure pumping, where equipment is in shortage, he doesn’t see a lot more upside in the day rates for drilling equipment.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
TOP PICK PE-N Parsley Energy Market Call (BNN TV) 2017-07-19 $29.130

A Permian producer that has been doing a really good job of acquiring acreage, so they issued a ton of paper on to the market. They’ve grown 14% a quarter for the past couple of years. They now get to slow down on that and focus on delineating their acreage, and also going after some new benches. One that they think they have a command of is the Wolf Camp C, and these wells are super, super economic. Have about 70% of their production hedged next year. (Analysts’ price target is $40.)

Eric Nuttall ENERGY OPTIMISTIC on OIL Yes View
COMMENT PONY-T Painted Pony Energy Market Call (BNN TV) 2017-07-19 $4.720

Hasn’t held this for about 2 years. If bullish on Canadian gas, this is not a bad name. They’ve suffered from an equity issuance they did earlier this year, where they diluted the shareholder base by about 58%. That was to get more drilling depth acreage, more contiguous where they can draw longer laterals. Trading inexpensively relative to its inventory depth, but there is a lack of a lot of pipeline, and thinks it will continue to sell at a disconnect. There are better names in the US.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
BUY POU-T Paramount Resources Market Call Tonight (BNN TV) 2017-07-19 $19.390

(Market Call Minute.)

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
COMMENT PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2017-07-19 $33.710

A holding company. As a growth manager, this is not exciting as there is not much happening. There is nothing growing in this company. The dividend is absolutely safe. If you are looking for meaningful appreciation, this would not be her favourite stock. 4.9% dividend yield.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN No View
COMMENT QSR-T Restaurent Brands International Market Call Tonight (BNN TV) 2017-07-19 $77.490

Short? A great management team. She would definitely not Short this name. You never Short a name that has a great management team. She wouldn’t rush out and buy this right now. Their same-store sales comps on their other chains are not doing particularly well.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN No View
COMMENT SHLE-T Source of Energy Services Ltd Market Call (BNN TV) 2017-07-19 $7.800

The primary long way to get exposure in the Canadian frac market of larger companies. He likes management. They are a transportation advantage within Canada, and are roughly 40% of the Canadian frac sand market. Some of the big, big wells going on in the Permian literally use 100-200 railcars for a single well. The only hindrance is that there is still a large private equity component to it, which will act as an overhang. Any time the stock rallies, there will always be a kind of concern that there will be a secondary coming into the market.

Eric Nuttall ENERGY OPTIMISTIC on OIL Yes View
TOP PICK SLCA-N U. S. Silica Holdings Market Call (BNN TV) 2017-07-19 $34.980

The frac sand market is 75 million tons this year, growing to 110 million tons next year, growing to 140 million tons in 2019, equalling 65 million tons of demand growth. Supply growth will be anywhere from 30 million to 40 million. The price insensitivity of producers to an increase in frac sand price means that pricing will go up month after month, quarter after quarter for the next couple of years. This is the best positioned frac sand company. Dividend yield of 0.8%. (Analysts’ price target is $54.25.)

Eric Nuttall ENERGY OPTIMISTIC on OIL Yes View
COMMENT SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-07-19 $47.300

Insurance is not one of her favourite sectors. Ever since the chatter started with Manulife (MFC-T) and what they might do to offload some of the US assets, this has interested her. If she were to buy an insurance company, it would probably be Manulife today.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN No View
COMMENT SPE-T Spartan Energy Corp Market Call (BNN TV) 2017-07-19 $6.350

Feels US names will outperform Canadian names, which have impediments such as socialist governments in Alberta and British Columbia, a prime minister that wants to shut down oil sands because of lack of pipeline to take away both oil and gas, and a Supreme Court that is not oil friendly. Management is great and the balance sheet is okay. They have deep inventory and fast payback, but fails to see how Canada in the aggregate will outperform the US names.

Eric Nuttall ENERGY OPTIMISTIC on OIL Unknown View
COMMENT SVI-X StorageVault Canada Market Call Tonight (BNN TV) 2017-07-19 $2.570

Just made a fairly large acquisition and issued new stock, which was probably not the best time. That put a top on the stock, but long-term she really likes it. It probably has another 5-6 years of acquisitions ahead of it. They don’t have any competition right now. Management is great and have made a good job of integrating acquisitions. They are logical in how they plan their geographical locations. There is more to go before the run out of steam.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Unknown View
TOP PICK TCW-T Trican Well Service Ltd. Market Call (BNN TV) 2017-07-19 $3.700

Canada is materially undersupplied for pressure pumping demand. Pricing will continue to go up, and yet these stocks are selling off in the belief that while crude oil has checked back, companies are losing pricing power. That is not correct. This company can cash flow $300 million next year. Where the stock price is trading at, it is discounting by about $150 million of cash flow next year, not $300 million. If he is correct, there is 75%-100% upside in the stock. A stock price of $6-$7 is not unreasonable. (Analysts’ price target is $5.88.)

Eric Nuttall ENERGY OPTIMISTIC on OIL Yes View
COMMENT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2017-07-19 $27.380

A great Canadian gas stock. The knock has been their inability to hit guidance in the last couple of years. Have now set that as a priority in 2017 by building up a little more flex into the guidance to account for pipeline (?).

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
COMMENT TV-T Trevali Mining Corp Market Call Tonight (BNN TV) 2017-07-19 $1.340

She likes the fundamentals of the zinc market, and this is a good play on that. Not crazy about the acquisitions they made as the 2 mines are not the same quality that they had. If you need a zinc play, this is a good one.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
COMMENT VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-07-19 $39.940

One of the favoured few within Canada, where International investors are comfortable with the CEO and management team. They have the benefit of global diversification. It has always traded at a pretty healthy multiple, which has prevented him from owning the stock. It is probably better to go a little further down the risk profile in names that have been sold off.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
COMMENT WCP-T Whitecap Resources Market Call (BNN TV) 2017-07-19 $9.540

A good oil company. They’ve held up better than others. He would prefer Torque (?) or Spartan (SPE-T) based on valuations. The company just gave an update and are temporarily down in the low $40s, so he wouldn’t be looking for a dividend cut. At $50 oil, total return is probably 13 or 14. His preference would still be to go into some of the Permian guys.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
PAST TOP PICK XGD-T iShares S&P/TSX Global Gold Market Call Tonight (BNN TV) 2017-07-19 $11.930

(A Top Pick July 20/16. Down 24.1%.) Last year, the US$ was very strong, so gold suffered. For gold to do well, you need the stock market to have a correction. She always owns some gold as an offset in case the market corrects.

Veronika Hirsch CANADIAN & ALTERNATIVE INVESTING UNKNOWN Yes View
COMMENT YGR-T Yangarra Resources Market Call (BNN TV) 2017-07-19 $3.350

One of the 1st ones to unlock a zone in the Cardium, and now the industry is following them. Their results have been getting better and better and better. Production per share has been very, very strong. This is one that can compete with the US names.

Eric Nuttall ENERGY OPTIMISTIC on OIL No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-18 $0.020

Canadian bank? He would rather choose a US bank over Canadian banks right now. There are some potential rocks in the water for Canadian banks. However, if he were looking for a Canadian bank, it would probably be Toronto Dominion (TD-T) because of their US retail exposure. Virtually all of them are trading below the 150-day moving average and have had a very weak rally through May and June, while US banks had a very good rally.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-18 $0.020

US or Canadian healthcare services? It is very hard to invest in healthcare in Canada. In the US, this is the largest industry. There is a secular growth theme behind it in that you have an aging population who want more and more services. There are going to be bumps in the road along the way. Medical devices is the most attractive area, because some of it is discretionary spending. He also really likes the biotech space, because it is innovation and new treatments. You could consider the ETF ALPS Medical Breakthroughs (SBIO-N).

David Burrows NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-18 $0.020

Markets. We are in a pretty good market, and when you are in a decent market, you want to be able to take advantage of it. Correlation, stock to stock and sector to sector, the way they behave are very low. There are some really strong, long-term themes that you can focus in. When you consider how much of the return is coming in from the top 10 stocks, it is actually not high. There are some sectors that you absolutely have to be avoiding. You don’t want to own the indices. We are in a world where active management works much better than passive. On the negative side, you continue to have to be careful of some of the big sectors in the Canadian market, including energy, retail and some of the defensive sectors that could be at risk if long-term rates slowly move higher. You want to be focused in industrials that do well in improving capital spending, technology, the 800 pound gorilla, and healthcare where demographics are driving things.

David Burrows NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-18 $0.020

Is 40 too young to invest in dividends? When a company declares a dividend and raises a dividend, it is a clear signal that they are confident in the upcoming year. You can never be too young to invest in dividends.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-07-18 $60.760

A wonderful business. They built an amazing success story. Makes a lot of money from selling cigarettes at gas stations. It has gotten so large for them to make another acquisition, it would have to be a whopper to move the needle. You can own this going forward, but you just have to be cognizant of the risks.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK AVGO-Q Broadcom Market Call (BNN TV) 2017-07-18 $250.880

This plays into the new iPhone theme. They expect to have 40% more content in the new iPhone than they did in the last iPhone. They make RF chips which are going into everything. The only semiconductor company that has a long-term contract with Apple. Dividend yield of 1.6%. (Analysts’ price target is $277.50.)

David Burrows NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY BAC-N Bank of America Market Call (BNN TV) 2017-07-18 $23.900

There is going to be improving loan growth in the US. The charge-off for credits is coming in very benign. This bank gives you a number of different revenue streams including wealth management, capital markets and US loan growth. 75% of their revenue comes out of the US.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-07-18 $49.350

A lot of dual listed stocks have suffered on the Canadian side. There is nothing wrong with this. Until people get comfortable owning Canadian stocks again, this is the way it is going to be. They are making all the smart moves buying distressed assets in Brazil. The type of business you want to own. It will benefit from a pickup in global growth. Trading at a reasonable value to its NAV.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT C-N CitiGroup Market Call (BNN TV) 2017-07-18 $66.890

If he had to pick one US bank right now, it would be this. The stock consolidated from December through May, broke out, had a nice little pull back, and then broke out again. This is very attractive for a number of reasons. It gets you exposure to global banking. They are taking market share, because they are well capitalized. You are going to get a significant capital return by way of share buybacks and increased dividends.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-07-18 $61.000

A diversified business, packaging, labels, adhesives. A lot of different stuff and a lot of moving parts. Not the easiest company to figure out. You have to put faith in management, which has done a wonderful job of buying companies, integrating them and improving the margins. There is a very, very large runway of growth for them. He likes this very much and thinks it is going to go a lot higher over the long-term.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-07-18 $50.010

Downgraded by National Bank (NA-T) from $60-$56. Thinks it was partially because US movie distributors had been underperforming in 2017. The concern is the same every year that nobody is going to go to the movies, they charge too much, the movies are crap, etc. Yet, they had record box office in 2016, and will probably have another in 2017. They’ve diversified revenues and are opening up the rec rooms. A premium company that has never missed on their operations.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2017-07-18 $151.500

Thinks this is feeling the Amazon (AMZN-Q) affect. Every retailer known to man is at a 52-week low now. It doesn’t matter if you are the most successful retailer like this company or the crummiest one, you are just getting beaten up. There is not enough margin of safety in their evaluation for him to get excited. At 25X earnings, it is certainly a lot cheaper than it has been.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CVS-N CVS Health Corp Market Call (BNN TV) 2017-07-18 $78.000

The drugstore group is pretty defensive, and he is cautious in general on more defensive, bond-like sectors. Also, very cautious on bricks & mortar retailers because of Amazon (AMZN-Q). A great company, but you are really challenged with the group and the theme. This stock can’t get off the carpet.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK DAL-N Delta Air Lines Inc Market Call Tonight (BNN TV) 2017-07-18 $53.960

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK DHI-N D R Horton Inc. Market Call (BNN TV) 2017-07-18 $36.410

The largest homebuilder in the world. They operate in 27 states and have $12 billion in revenue. New home sales are growing at greater than 10% in the majority of US states. The inventory of new homes going back to 1988, is just off the lows. The problem has been not enough homes. This company sells into the entry level buyer, and the millennials are just starting to buy homes. If there is a prolonged, economic, slow expansion, there is a pent-up demand for new homes. Dividend yield of 1.1%. (Analysts’ price target is $38.)

David Burrows NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-07-18 $51.560

This has been the stalwart for dividend owners, and he wouldn’t have any trouble owning it. Thinks the world is going to become fully electric, so you want to own companies that have exposure to electric utilities. You should have one or 2 of these types of names in your portfolio, especially if you are looking for income.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
BUY FB-Q Facebook Market Call Tonight (BNN TV) 2017-07-18 $162.860

He likes this for the simple fact that people are completely addicted to their phones and social media, and you need to have exposure to this. The advertising dollars that are being spent on Facebook is massive, and that is going to continue. Not a cheap stock, but the balance sheet is perfect. They continue to add more products to compete with Snap.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY FM-T First Quantum Minerals Market Call (BNN TV) 2017-07-18 $13.420

First Quantum (FM-T) or Hudbay (HBM-T)? He tries to only focus in areas of the market that are strong technically and fundamentally. Also, he always looks for new groups of leadership to emerge. In the last few weeks, despite the fact that commodities in general have been spotty, the metals group has started to perform better. Globally, things are getting better economically, but in addition, the US$ has really taken a tumble. When that happens, it tends to be good for emerging markets and good for commodity prices. The 3 metal stocks that stand out would be Hudbay, First Quantum, and Lundin (LUN-T). All 3 look very attractive. He would be OK with all 3.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT GIB.A-T CGI Group (A) Market Call (BNN TV) 2017-07-18 $66.490

A great company. Technology and technology services is likely to continue to do very, very well. This company has a very large and diversified business, a lot of it in the US.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2017-07-18 $8.780

First Quantum (FM-T) or Hudbay (HBM-T)? He tries to only focus in areas of the market that are strong technically and fundamentally. Also, he always looks for new groups of leadership to emerge. In the last few weeks, despite the fact that commodities in general have been spotty, the metals group has started to perform better. Globally, things are getting better economically, but in addition, the US$ has really taken a tumble. When that happens, it tends to be good for emerging markets and good for commodity prices. The 3 metal stocks that stand out would be Hudbay, First Quantum, and Lundin (LUN-T). All 3 look very attractive. He would be OK with all 3.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2017-07-18 $91.070

Just reported earnings which were very strong. They guided down for net income margins, but at the end of the day, all the analysts raised their earnings price target for this year.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK KAR-N KAR Auction Services Market Call Tonight (BNN TV) 2017-07-18 $40.730

The 2nd largest provider of car and salvage auction vehicles. It doesn’t take any balance sheet risks. Cars that come off lease go through its auction houses, so it is a really low CapX, high margin business. Dividend yield of 3.2%. (Analysts’ price target is $51.)

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT LNR-T Linamar Corp Market Call Tonight (BNN TV) 2017-07-18 $68.490

He doesn’t know how to assess how the NAFTA negotiations will affect this company. These companies are making lots of money and are benefiting from global demand for cars. It is clear that US demand has peaked as General Motors and Ford are shutting down plants. Prefers Magna (MG-T) and would buy more on a pullback.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
BUY LUN-T Lundin Mining Corp. Market Call (BNN TV) 2017-07-18 $8.150

First Quantum (FM-T) or Hudbay (HBM-T)? He tries to only focus in areas of the market that are strong technically and fundamentally. Also, he always looks for new groups of leadership to emerge. In the last few weeks, despite the fact that commodities in general have been spotty, the metals group has started to perform better. Globally, things are getting better economically, but in addition, the US$ has really taken a tumble. When that happens, it tends to be good for emerging markets and good for commodity prices. The 3 metal stocks that stand out would be Hudbay, First Quantum, and Lundin (LUN-T). All 3 look very attractive. He would be OK with all 3.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK MCD-N McDonalds Market Call (BNN TV) 2017-07-18 $153.960

(A Top Pick July 19/16. Up 25.65%.) This has had a tremendous run. This has been a special story, but he considers what is going on in the backdrop of the restaurant group, has been a little sloppy, and would be less likely to Buy this today.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-07-18 $24.950

Would prefer the Canadian banks. Lifecos are difficult to analyse. This has gotten so big that is time for them to prune some assets, so selling off their US assets may be a smart idea. He is not so sure this is going to benefit much from rising rates.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2017-07-18 $60.160

If you like value, this is your company. Auto and auto parts has recently, in the last 3-4 weeks, made a nice turn. We are starting to get away from all the discussion about peak auto. This company is significantly cheaper than any other large parts producer or subassembly company. They have a great growth engine within the business, being the largest and complete auto assembling outsourced. There was about $2 billion in sales in 2016, which could be $7 billion by 2019. They are just taking over producing half of all the 5 series BMWs globally. Trading at 8X earnings, which is relatively cheap compared to its competitors.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT MS-N Morgan Stanley Market Call (BNN TV) 2017-07-18 $45.140

Has been bullish US equities since February 2016. In the spring of 2017, financials began to outperform. They had a little rest over the winter, consolidated and then had a very strong run up into earnings. This is the #1 institutional equities trader, and stronger equity markets will be positive for them. They are very strong on the wealth management side. Also, it is pretty levered to the US economy. 1.7% dividend yield.

David Burrows NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK MTZ-N Mastec Inc Market Call (BNN TV) 2017-07-18 $45.050

A construction company contractor in 3 basic areas. Oil/gas infrastructure pipelines, electric transmission/power generation and communications. They build out infrastructure, and are benefiting as the communication companies build out additional gear on all their towers. There has been a bunch of new pipeline capacity approved that will be built out. Because of electric cars, it is possible we are going to need additional generation and transmission capabilities. (Analysts’ price target is $52.50.)

David Burrows NORTH AMERICAN - LARGE UNKNOWN Yes View
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