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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) 2015-07-03 $0.020

Economy. Government bond yields, leading economic indicators (LEI) and the price of oil are all positive. The LEI is above the 18 month moving average, which is a positive sign. He is always looking to see whether oil has gone up by 80% or more over 12 months, and it hasn’t, but has actually dropped. We need oil to be in the $75 range for that to happen. Also, wants to see a normalized yield curve where short-term rates are lower than long-term rates. These show that there is no risk of a recession in the next 6-9 months. If there was going to be a recession, he would want to be out of the market, or at least taking some sort of defensive action. The market would turn down prior to a recession starting. Margin debt is now hitting an all-time high and he wants to watch when that starts to come down, which means that liquidity is coming out of the market. Even though markets had been hitting new highs in the US, he wasn’t really seeing the breadth that he would like. Would like to see more stocks hitting new highs and carrying on. Seeing a lot of new opportunities in a lot of areas that he hasn’t looked at before.

Bruce Campbell (2) CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-03 $0.020

Markets. If it wasn’t for Greece, this whole week would have been extremely dull. There was some interesting action on Wednesday, Thursday and Friday with things that happened in the US healthcare sector. A lot of people were sitting on the sidelines waiting to see what happened with Greece. He really doesn’t think that situation is going to be a big issue. Market systems, governments, market participants and banks are much more prepared to hold this contagion. The only thing that does concern him is if Greece does exit the euro, and a blueprint is suddenly in place for other distressed countries or economies to do the same thing. There are 2 things that have been in the press. A bubble watch, which he actually doesn’t see at all as he doesn’t think things are stretched. However, he does believe the debt levels and getting out and unravelling this debt is going to be a big issue, so if he wants to buy a large global ETF that is exposed to the economies, he’d be a little bit more nervous. Because of this, he finds more comfort in owning individual companies. If you are going to own a global ETF’s with a very, very low competitive MER, that is great, but you have to stay committed to it for 15-20 years. His concern is that we haven’t really been tested for a while, so if you haven’t changed or made plans around what your strategy is since 2008, then you could be in for a big surprise. He advocates using stop losses to take you out.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2015-07-03 $53.800

This is really a cash flow machine. Have been growing cash flow and earnings at a phenomenal rate for the last 5 years. Earnings have grown at almost 30% compounded per year. They just keep building up cash and then going out and make an acquisition. Have really freed up their balance sheet in the last little while. After they made a pantry acquisition they have been paying down some of their debt, and he wouldn’t be surprised if they made another acquisition fairly soon. Every time they make an acquisition, the market always doubts what they have done, but turns out better than what has been expected. Dividend yield of 0.33%.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-07-03 $53.800

Second largest convenience store operator. They continue to just keep delivering solid results. They digested the Pantry acquisition in the US and we’ll see how that is going on when they report on July 14. Dividend yield of 0.33%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2015-07-03 $33.830

Looks like a lot of the wrongdoing or acquisitions were less on the company, but more on their advisors. However, it is still going to drag this company in. Has owned this in the past, but prefers some of the other gaming companies. They are getting into the casinos and sports book market, which are actually bigger than the poker market. It will be a real testament as to what management can do as far as growing a stellar brand into those other areas. If they are successful, the stock price will probably be many multiples higher.

Bruce Campbell (2) CANADIAN UNKNOWN No View
PAST TOP PICK BA-N Boeing Market Call Tonight (BNN TV) 2015-07-03 $140.210

(A Top Pick August 13/14. Up 17.08%.) He hopefully will own this for a very long time. This has come down a little bit in the last couple of months, and would be a Top Pick at this stage right now. Still very attractive.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
BUY on WEAKNESS CAE-T CAE Inc Market Call (BNN TV) 2015-07-03 $15.040

(Market Call Minute.) Thinks there is a lot of growth ahead because there are so many retiring airline pilots. If it were a little bit cheaper, he would probably think of buying it.

Bruce Campbell (2) CANADIAN UNKNOWN No View
TOP PICK CMH-T Carmanah Technologies Market Call (BNN TV) 2015-07-03 $7.040

They provide different solar products in a number of different areas. A couple of years ago they had a business that wasn’t really doing so well operationally and they brought in a new management team, which had almost an immediate effect on turning the business around. Not only have they turned the business around, but they are making acquisitions. He thinks the wind is at their back for their products. Solar products have come down a lot in costs to the point where a lot of them are really comparable to what people would do in other situations. A good example would be a parking lot where you would normally string up lights that would be attached to the grid, but now they can make a solar parking lot and everything is off grid. Management owns about 45% of the stock.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-07-03 $73.860

He is very interested at this price. Has owned shares for a number of years. It is his favourite rail name right now. It has gotten down to a point where he is fretting on his holdings, but it has bounced off a $71 level, and it is really attractive down here. He thinks this is generally a consolidation of gains that they have had over the last 5-6 years.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-07-03 $25.630

Hasn’t owned this for about 4 years. Wasn’t a big fan of all the deals they kept doing. He knows there have been some good trading opportunities in this, but he is generally not a big fan of the space. Probably a pretty good value play down here, but he has other things working and has no room in the portfolio for it.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2015-07-03 $91.990

This has done very well. It has been fantastic at growing the business from just having a couple of small drugs to where they have made bigger and bigger acquisitions. They’ve guided the market that they are looking at 3 different acquisitions now, where they hope that one of those will close in the 2nd half of this year. They have a very good platform. There has been talk of them being acquired by a US company for tax inversion benefits.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
BUY CXV-X Convalo Health International Corp Market Call (BNN TV) 2015-07-03 $0.475

Another of the Michael Dalsin companies (Patient Home Monitoring – (PHM-X).). This is his 2nd one and Inspire is the 3rd. This company is on a similar strategy. They are rolling up US rehabilitation centres for substance abuse issues. The market is very fragmented. There are a ton of different small operators out there, and this company has started to acquire these centres. They have seen some fantastic organic growth from their 1st acquisition, and he thinks this will continue. With the way the stock has pulled back, this is one that he would Buy now.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT DCI-T DirectCash Payments Inc Market Call (BNN TV) 2015-07-03 $12.930

Their last quarter came out and their business dropped a fair bit. The market became fairly spooked. Their payout ratio came way up. The market is kind of telling you that it thinks they are going to cut the dividend. He has confidence in the management team that they are doing all the things they need to as far as diversifying their business away from some of the areas where they have big exposure to before. It will probably take a couple of quarters before this gets out of the penalty box. 11% dividend yield makes him a little nervous.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT DE-X Decisive Dividend Corp Market Call (BNN TV) 2015-07-03 $3.000

(Bruce sits on this company’s board.)  Made their 1st acquisition, Blaze King, which manufactures woodstoves. Announced their dividend and have paid a couple of months of dividends. Part of their mandate is to constantly be looking for acquisitions. They are looking to roll up a number of different manufacturing companies, pay out a dividend and grow the companies by taking advantage of the public market versus the private market arbitrage.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
TOP PICK DRT-T DIRTT Environmental Solutions Market Call (BNN TV) 2015-07-03 $6.860

A technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2nd quarter come out. It won’t be as strong as the 1st, but the 3rd and 4th will be fairly strong.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
PAST TOP PICK EH-T easyhome Market Call (BNN TV) 2015-07-03 $19.400

(A Top Pick July 30/14. Down 19.32%.) Their quarters have been lumpy because they have been ramping up their business and trying to expand their Easy Financial business. Actual earnings numbers are up from a year ago. He is more comfortable with this now because their loan loss numbers have come down and they have been expanding their Easy Financial store count.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
PAST TOP PICK FDX-N FedEx Market Call Tonight (BNN TV) 2015-07-03 $171.130

(A Top Pick August 13/14. Up 15.15%.) This is a name that he wants to own for a long time. It is Best in Breed.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT HAZ-T Horizons Global Dividend ETF Market Call Tonight (BNN TV) 2015-07-03 $17.870

He likes the holdings in this. It has more of a conventional view on global dividend. It is not just about the dividend it pays, but also the ability to generate free cash flow and raise their payout over time. Very attractive.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
BUY IBB-Q iShares Nasdaq BioTech ETF Market Call Tonight (BNN TV) 2015-07-03 $370.350

Biotech ETF? His pick would be this one. This is a little bit on the high-end, but not unreasonable.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
TOP PICK IYH-N iShares US Healthcare E.T.F. Market Call Tonight (BNN TV) 2015-07-03 $159.490

A sleeping giant that he has had in his portfolio for a long time. He recommends that you read Byron Wien’s piece about innovation, biotech, healthcare. This ETF has great holdings. 40% exposure to pharmaceuticals, 25% exposure to the biotech sector, a well-rounded portfolio of names. In the past, these names have been thought of as a defensive kind of positioning, but feels they have slowly moved into the growthy areas of the markets, with huge innovations in medical and biotech. In a rising rate environment, if you are looking for something that is defensive but participates with a bit of growth, this might be a really attractive place to hide out.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT MT-X Mettrum Health Corp Market Call (BNN TV) 2015-07-03 $1.570

The medical marijuana space is very interesting. Most of these companies came out a year ago, and there were lots and lots of excitement around them. Then investors started realizing it wasn’t panning out as fast as expected, so the stocks drifted down. He has very, very small positions in this one, Organigram (OGI-X) and Afria (?). Has spread this around because he is not very sure at this time who is going to be the leader and who is not. Still too early. He would not invest in just one company, but would take a basket approach.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT NFLX-Q Netflix Inc. Market Call Tonight (BNN TV) 2015-07-03 $658.310

This is really attractive and he regrets not being in it. This is moving into 150 countries with their streaming. He continues to see this as being a great investment for a very long time.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT NLN-T Neulion Market Call (BNN TV) 2015-07-03 $1.560

This is considered as a good growth stock. They take the video from a lot of the sports leagues such as the NHL. They take all the data from the games, compress it and then send it into different formats so that we can watch it on our mobile devices. There is a lot of growth in this area, not only from sports, but from the TV Everywhere. Most cable companies are now rolling out some sort of TV Anywhere package. At this point the company is a North American story, but he thinks it will grow into a global one as they discover and work with more broadcasters. Recently acquired DivX, which adds to their platform. Feels they have a very strong future ahead of them. Wouldn’t be surprised if they got acquired at some time.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2015-07-03 $4.150

This and Intertain Group (IT-T) were spun out of Amaya Gaming (AYA-T), and he owns both. He really likes this. Thinks there is tremendous amount of growth ahead of them. This company supplies all of the content to gaming companies. Recently announced an acquisition of the Cryptologic assets from Amaya. Their specialty is building the games and getting the gaming companies to really market the games. This generates cash flow for them. They have to figure out how they are paying for those assets. Recently announced a bought deal financing, which he participated in. They’ll also see a debt packet that comes out at some time. Once that is closed and all finalized, then he thinks it is business as usual. Expects this will grow over the next few years. This is a way to participate in Amaya’s expansion into the Sports Book and casino games, without actually owning Amaya.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2015-07-03 $33.370

This is one that he owns and hopes to own for the foreseeable future. From 2000 to 2010, this name went absolutely nowhere, but finally started moving in 2011. (See Top Picks.)

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
PAST TOP PICK PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-07-03 $1.470

(A Top Pick July 30/14. Up 348.48%.) Have announced some monster deals such as Southeast in Louisiana. The growth rate has really ramped up, but with the market being choppy in the last few weeks, it hasn’t done too much. They continue to move their earnings up and guide their numbers up. A year ago they were talking $50-$75 million in revenue, with 25%-30% of that being EBITDA. Now they are saying they are going to exit this year at $200 million without any organic growth or any more acquisitions, and the same kind of earnings multiple to their EBITDA.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2015-07-03 $2.310

Owned this in the past. It broke down in the technical part of his process, so he sold it at around $2.50. Business itself is one that looks very strong. Going out to the end of this year is a little bit too short for him to be able to tell, but over the next few years there are a lot of opportunities. Have 2 really interesting businesses including manufacturing, basically taking blood and stripping out the different products, which are used in many different drug companies. This will ramp up over the next few years. Have also come up with a number of different indications for different orphan products and orphan drugs. He considers this as the lottery ticket side. Thinks it will trade higher over the next few years.

Bruce Campbell (2) CANADIAN UNKNOWN No View
WAIT PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-07-03 $40.450

Just increased their dividend and their ability to pay the dividend is still in good shape. Got stopped out in the fall, but is probably a name he will come back into. He would be looking at this more towards the fall after we get through these macro issues with Greece and the possible rate hike.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT RHP-T RBC Quant European Dividend Leaders ETF Market Call Tonight (BNN TV) 2015-07-03 $21.830

For diversification of a conservative investors portfolio? He would have no problem in owning this and is happy for any Canadian to try to get out of the Canadian market and diversify.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
HOLD SCR-X TheScore Inc. Market Call (BNN TV) 2015-07-03 $0.620

Owned this in the past, but started seeing it breaking down in his technical process. From a business standpoint he thinks everything is going along nicely. It is more a fundamental market issue then a fundamental business issue. They are just getting into the electronics gaming where people watch video games as a sport, which is becoming a huge market. Over the next year or 2, he thinks that business will be bigger and the company will probably eventually end up selling it. They did this with their television network and will probably do it with this one.

Bruce Campbell (2) CANADIAN UNKNOWN No View
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