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

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-24 $0.020

Markets. Built up a fair amount of cash leading to the correction and has now put some of this to work. Had taken some of his cues from the market on the US treasury side. Also, just following the technicals in the market, he saw a couple of big rallies into the close in the US, and it looked like the market wanted to go a little bit. Also, there was a positive in the number of people being fired in the US. It was more of a tactical decision where he thought the market had overshot on the down side. Has been trimming some of those positions in the last couple of days. Doesn't think we are going to get back to new highs. We have come a long way off from the bottom, so it is prudent to take some money off the table, especially the way the oil price has been struggling.

James Telfser CANADIAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-24 $0.020

Markets. Since the 2nd world war, most of the economies and stock markets have followed a very similar pattern. We come out of a slow period, the economy picks up, we start getting inflationary pressures, the Central Bank starts raising interest rates to dampen it and everything slows down. That is the cycle. However, in the last 5-6 years, we really haven't seen really high levels of growth coming out of the last trough of 2008-2009. The likelihood of a Central Bank going to raise interest rates to slow down growth, is very, very low. Doesn't think we are going to get a big correction in the stock market. The price of oil and the price of copper tell you there is not a lot of growth out there. Thinks we are going to be in a muddle along economy. In this correction we are going through, we are pretty much there. Feels we are going to be in a stable and soon to be rising market. Lower oil prices is like a huge tax windfall and very positive for the economy. Feels the next 3-6 months for the stock market are going to be good. We tend to get our corrections in September and October, and then we get pretty good markets from the end of October through until probably May.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-24 $0.020

Energy. We have been in this channel of somewhere between $80 and $110 range in the last 5 to 7 years. With fracing technology will we actually start setting a new lower level to that range? Most of the feedback he has heard from oil/gas analysts is that the costs of getting oil out of the ground has not changed that much. As a consequence, we are probably going to steady somewhere around $80 as a lower limit. If we shoot through $80 and into the $70's for a few months, supply is going to pulled back quite quickly. Thinks oil does become quite interesting here in the low $80's. Don't be a seller of oil stocks. Look to pick up bargains as we bounce along that $80 mark. Expect that in 18 months we will be back over $95.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-24 $0.020

Lifecos or Canadian Banks? He still likes the banks better. They seem to have a lot more latitude in terms of growth. Likes their quality of management, although Manulife (MFC-T) would be on a par. If he had to choose one bank, it would be Toronto Dominion (TD-T), but all the Canadian banks are good right now.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC _N/A View
HOLD AC.B-T Air Canada (B) Market Call (BNN TV) 2014-10-24 $8.590

Generally likes the airlines. Cdn$ has been causing a bit of headwind, and is not quite being offset by fuel prices. If you step back from all the short-term moves, such as jet fuel and currency, they have been doing some great things. They are really revamping their business. For the last 3 months their numbers have been out of the park. Expects this quarter is going to be a good one.

James Telfser CANADIAN CAUTIOUS No View
COMMENT ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-10-24 $58.970

Valuation is better than it was at $90. The story is that they need to make acquisitions to grow into the multiple that they are at. He would argue that a rollup is great, but there comes a point when rollups aren’t great any more. It is hard to find acquisitions and hard to integrate them into the business successfully. Doesn't feel this is in the top 20 names in Canada that you should hold. Looks a lot more attractive for a trade rather than something that he would want to hold for the next 12 months.

James Telfser CANADIAN CAUTIOUS No View
COMMENT AVO-T Avigilon Corp Market Call (BNN TV) 2014-10-24 $15.320

High definition cameras. Loves to follow this name. Had been Short this not too long ago. Feels it might be in for trouble in the near-term. Any time you have a company that has a product or service that is not too difficult to replicate, you know their competitors are going to try to copy. High levels of revenue growth are built into the stock, and he tries to stick to the value side of things which gives you a margin of error.

James Telfser CANADIAN CAUTIOUS No View
HOLD AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-10-24 $15.320

Its strengths and weaknesses are roughly in balance, so this would be a Hold, and we need to see a resolution on something. There seems to be something going on underneath the surface of the company, which he feels has to do with the personalities of the people at the top. At this price it looks cheap, but he wouldn't be a seller or adding until there was some conclusion.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Unknown View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2014-10-24 $52.760

Sold off from its highs of $55. An interesting play that he likes. You are getting real estate, infrastructure, utilities and into the asset management side of their business. Very defensive type business model.

James Telfser CANADIAN CAUTIOUS Yes View
HOLD BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2014-10-24 $3.830

A lot of people are Short on this. If they can have a nice earnings beat, he thinks there could be a very nice pop on the stock. If you own, he would not be selling, but holding to see how this quarter goes. The Cdn$ actually benefits a company like this.

James Telfser CANADIAN CAUTIOUS No View
COMMENT BMO-T Bank of Montreal Market Call (BNN TV) 2014-10-24 $81.510

Nothing has changed much for the banks, and he has been gun shy for the last year thinking they were going to slip on some of their earnings announcements. They haven't yet. He took a small position in this because of their US exposure. Mortgage rates keep going down, which should be a boost to the banks.

James Telfser CANADIAN CAUTIOUS Yes View
WATCH CAM-T Canam Group Inc. Market Call (BNN TV) 2014-10-24 $11.320

Makes bridges and industrial buildings. This has had a bit of a wild ride. Had 2 quarters where they really disappointed. The 1st quarter this year was weather related, and this last quarter they missed expectations because their back log was too big. Margins got squeezed and they weren’t getting the amount of work done. They have to hire a lot of people to get through that back log. If you hold this name, watch next week when they report to see where this company goes. He thinks it was just 2 short term misses. He has a lot of faith in management.

James Telfser CANADIAN CAUTIOUS Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2014-10-24 $114.500

(A Top Pick Nov 26/13. Up 36.9%.) Labels. Growth will be about 3%. Considers this as an anchor position in his portfolios. This gives a lot of kickers, in that they can make acquisitions. Generates a lot of cash. Every acquisition they have made has been hugely accretive.

James Telfser CANADIAN CAUTIOUS Yes View
PAST TOP PICK CDV-T Com Dev International Ltd. Market Call (BNN TV) 2014-10-24 $3.670

(A Top Pick Nov 26/13. Down 5.69%.) Sold his holdings but is now back into it at lower levels. A very lumpy business where you are selling big projects. All the budget constraints on satellites in the US affected them. To offset that, there is positive news coming out of their ExactEarth, which tracks ships, etc. all over the globe through satellite.

James Telfser CANADIAN CAUTIOUS Yes View
BUY CHW-T Chesswood Group Market Call Tonight (BNN TV) 2014-10-24 $13.970

Great company. Doesn't quite have the ROE that he looks for, but even so it is a Buy. Thinks the dividend is going to be fine. Got a little bit ahead of itself when it went up to $18-$19. At this price it is quite attractive.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC No View
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