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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) 2014-10-21 $0.020

Markets. He always believes in having structure in place in order to be prepared for any market conditions. Having Shorts in place as a form of insurance, is something he believes in. Up to the end of August, markets were up 12% and everybody was happy. When you put Shorts in place, it is actually a drag on performance. It is not until you get to a place like Sept/Oct when the market starts to head south, that you all of a sudden realize the value of having insurance. He uses Shorts for hedging purposes as well. If he has a Long position, he wants to Pair that with a Short position. What people sometimes miss in Pair trading is the relationship between the 2 stocks. You can have a Long and Short position, and both of them can go down and you can still make money, as long as your Short goes down more than your Long. Conversely you can do this in up markets as well. He tries to ignore the day to day movement of the Market itself.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-21 $0.020

Markets. He is calling this V bottom snap back a technical bounce, and we could see lower lows. The TSX dropped all the way from $15,500 to $13,800 and he expects we will recover some of that. Feels the correction is far from over. There are some issues out there to deal with. The slowing growth in Europe, some of the slower numbers we have seen in the US and yet you still have the potential for a US rate rise. China numbers are not blow away anymore. Earnings are not blowing anybody away. He wants everyone to stop saying “let’s buy the dips”.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS _N/A View
COMMENT AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-21 $8.180

This is volatile. Fuel costs coming down is clearly a benefit for them. Offsetting that is a weaker Cdn$. The industry seems to be getting a lot more disciplined. Thinks the stock goes higher over the next couple of years.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
SELL ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2014-10-21 $14.590

They take on the contracts, often fixed priced, and then they can get into overruns which crimps the margins totally. Trying to get their costs under control, and just have not been able to do it in a time when the industry is booming.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
PAST TOP PICK ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2014-10-21 $4.610

(A Top Pick Nov 29/13. Down 28.86%.) This was just a bad call. Not generating cash flow right now. A great, long-term asset story. Even at today’s oil price you have an NAV well in excess of $10. Insiders are buying.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
WAIT AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-10-21 $16.200

He is still on the sidelines on this. Any time a stock drops as much as this did, particularly in technology, he gets interested in trading it, but it really has been an elevator ride down. Some think their product is really getting commoditized which could stunt their growth going forward. He would like to wait and see what the next quarter comes out with.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2014-10-21 $90.900

There is a lot of positive momentum here. What is very impressive is how it has held up in this market decline. The high valuation technology sector has done very well, where there haven’t been earning disappointments. People are paying up for the growth potential down the road. Has a bit of a question mark on the Chinese accounting, and would discount the stock a little bit on that basis. If you are going to own a high risk stock, you could do worse than owning this one.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2014-10-21 $16.600

Thinks you are past the worse with this one. With the $70 billion settlement they have had now, they have taken the hit on the Countrywide Financial. Feels the US bank valuations are still relatively attractive. There is a lot of earnings leverage, and he expects another move out of the housing sector.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT BVD.UN-X Boulevard Industrial REIT Market Call (BNN TV) 2014-10-21 $0.160

Still likes this. Likes the industrial REIT space and its predictability. They are getting attractive cap rates within the sector, so they can make attractive acquisitions at 8%-9% cap rates and borrowing at 4%. If you have long-term lock-in leases at 9% and you are borrowing at 5%, the 500 basis point margin is very attractive. In industrial REITs, there are virtually zero costs to property owners. Feels this is going to be a growth stock going forward.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK CBL-T Callidus Capital Corp Market Call (BNN TV) 2014-10-21 $20.770

Long. A Pairs trade with a Short on Laurentian Bank (LB-T). This is an asset based lender, which he feels is an underserved niche in Canada. Although the big banks have them, it’s not something they really embrace. They don’t like high risk lending. An attractive growth story.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2014-10-21 $19.200

The largest player in the world which is where people move generally when the sector starts to turn around. To play uranium directly, he would use Uranium Participation (U-T). This is effectively like buying the commodity. Even the Japanese seem to have enough inventory for now. Longer-term, uranium prices have to go higher. You are not going to find new supplies anywhere close to the current price.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Unknown View
TOP PICK CCT-T Catamaran Corp Market Call Tonight (BNN TV) 2014-10-21 $46.800

This is just a good growth story in healthcare management. Basically going online to manage all your pharmacies and health care needs. Obama care is driving everything to these private and public exchanges these guys own. Have been kicking out excess cash flow which has been used to make acquisitions. You are getting all of this for about a 20 multiple.

John Zechner NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT CFN-T Carfinco Financial Group Market Call (BNN TV) 2014-10-21 $11.200

About 6 weeks ago, a large Spanish bank decided to get into the Canadian subprime business in terms of auto lending and made a cash offer of about $11.25. This is very good news for the non-banks in general. The stock peaked in Jan/Dec at around $12 and fell to the $8 level. Doesn’t think there will be another bid coming. If you own, he would tender your shares.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
TOP PICK CGX-T Cineplex Inc Market Call (BNN TV) 2014-10-21 $41.330

Short. They have a 77% market share in Canada, so there is not much scope for them to grow by acquisition. This was the worst summer in North American cinemas in 17 years on an inflation adjusted basis. Thinks they are going to have some issues in their Q3 numbers. When attendance goes down 13%, it is going to have a big impact on profitability. There are also longer-term structural issues that they face. Netflix is competing against them. There is going to be Pick & Pay on cable TV. There was a recent announcement that HBO is going to have direct offering, so Netflix is looking to bypass some movies. Yield of 3.6%. Valuation is at 30X earnings and 13.5X EBITDA, which to him is very expensive.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY CMG-T Computer Modeling Group Ltd Market Call (BNN TV) 2014-10-21 $11.210

Provides software that helps companies to model very sophisticated oil/gas fields and helps with the extraction. Previously had been exclusively focused on oil, but have branched out to gas. Very attractive long-term play. Nice yield. They are just on the cusp of developing new software that will be rolling out in the next couple of quarters. Attractive at these levels. A lower risk, lower volatility way to play oil and gas.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
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