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

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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) 2014-11-26 $0.020

Markets. Small caps were outperforming earlier in the year, but for the last 3 years have underperformed quite a bit versus the larger caps. There is a lot of selling still going on in terms of tax losses. This is an opportunity to buy them, but he wouldn’t expect them to move up until next year because of people trying to sell their losers by year end. He is very much “growth at a reasonable price”, so is looking for companies that are growing earnings, good balance sheet, good visibility and a management team that historically have done well. His turnover period for his portfolios is about 30%, so he has about a 3 year Hold period for most of his stocks.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-26 $0.020

Energy. Right now you really have to focus in on the companies that have clean balance sheets and don’t have a lot of debt. With a lower commodity price, cash flow generation is going to be lower. Thinks the energy sector has been overdone and people are throwing out the baby with the bathwater. There is some very good value within the sector. You have to be selective and make sure the companies have good balance sheets.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-26 $0.020

Markets. China is stimulating. They don’t want to see their economy fall. US is approaching what he would call Escape Velocity, where their economy is becoming self-perpetuating on its own. The only potential fly in the ointment is Europe. The German DAX is up 16% since Mario Draghi started making comments about buying sovereign bonds, etc., which is telling you that investors are pragmatic, maybe more so than certain elements of German policymakers. They realize that quantitative easing is unfortunately necessary for Europe. It is also a response to the fact that Europe by and large, is lower than it has been, so this is a stimulus for European exports. Unfortunately there has been a lot of wind come out of the energy sector, and has come out of the miners for years now. Money continues to go into certain select areas, so this is very much a stock pickers market.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS _N/A View
COMMENT AC-T Air Canada (B) Market Call (BNN TV) 2014-11-26 $10.220

Have done a very good job over the last few years in terms of cutting their costs, getting their earnings up and rectifying a lot of the problems that they did have. Lower oil prices will obviously help them. This is one that you should just buy for a trade and not hold for something like 3 years, as a lot of low hanging fruit has already taken place for them.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Unknown View
COMMENT AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-11-26 $10.190

They have enough money to pay their dividend. Their free cash flow ratio at the end of the last quarter was 97%. Have a whole lot of cash that they can use to fund the dividend for the next 7 years. If there is a market pullback in excess of 10%, he thinks they will cut their dividend. If you think markets are going to fall, he wouldn’t own, but if you think markets are going to go higher, you can buy this as a flyer, but not too much of it.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2014-11-26 $109.200

(A Top Pick Nov 15/13. 19.58%.) He sees 2017 EBITDA’s being 50% higher than 2013. They get this from cost-cutting, wholesale expansion and new products. This is a name that goes much higher, and you can Buy into this weakness, probably in the next few days.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
PAST TOP PICK AIF-T Altus Group Market Call (BNN TV) 2014-11-26 $23.510

(A Top Pick Oct 24/13. Up 68.99%.) Software and valuations for real estate. Just sold his holdings recently. The quarter was alright, but he had high expectations. Felt it got a little bit ahead of itself. Likes the management team.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-11-26 $9.540

This has been one of his favourite stocks. He sees their free cash flow rising 30% compounded annually over the next couple of years. This is from new projects coming online and future rate base hikes. Sees them paying a sustainable 4% dividend, anchored by a 65% payout ratio. He models high dividend growth of 11% compounded annually. It still trades cheaper than its peers.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
DON'T BUY ATP-T Atlantic Power Corp. Market Call Tonight (BNN TV) 2014-11-26 $2.590

Their merger and sale is off the table. They slashed their dividend to $0.12. He thinks that there is no way that they can do any developments and there is no free cash flow after the dividend. His call is that this should be a $2 stock.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2014-11-26 $38.500

Stock has done phenomenally well. Made a number of acquisitions and for a while he was a bit worried, because each time they came out with guidance they wouldn’t hit their numbers. This is the 1st time they have hit their numbers. Have the backing of a lot of US investors. A 2-3 years hold is very difficult as there is so much regulatory environment in the gaming industry. You have to be prepared to take some money off the table at certain points of time.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2014-11-26 $56.220

Likes this one 1 year out and for the next 5 years. Sees about 21% rising AFFO growth over the next couple of years from rising institution allocations to real assets, US economic momentum where they have 62% of their business and its robust asset management business with significant fundraising momentum. This is a bit of a call on rates staying low for longer. Yield of 1.28%.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
WAIT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-11-26 $10.490

This management deserves a lot of credit. They have made a lot of strides. A checkmark for organic execution that we saw in the last quarter. High production. Unfortunately, $75 WTI and $4 natural gas, their effective payout ratio goes to 154% and debt to cash flow goes to an uncomfortable 3.2%, and you don’t want to be above 3. Their cash flow per share growth falls next year by about 20%. He would wait and watch for crude to stabilize at least.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-11-26 $29.750

This was a very high growth rate stock. They bought Aurora in June that was going to be very accretive. The risk was that they took on more debt at the time of the transaction, and debt to cash flow went to about 2, which was fine if oil prices stay higher, but not good if oil prices do what they did. Their payout ratio, at $75 WTI and $3.50 natural gas he models at 160%, so that is not a safe dividend.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
PAST TOP PICK C-N CitiGroup Market Call Tonight (BNN TV) 2014-11-26 $54.130

(A Top Pick Nov 15/13. Up 7.34%.) For US financials, he thinks the best is yet to come. They are cheap. They are levered to an improving global economy. Have the whole housing cycle in front of them. You want to own US financials.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
COMMENT CBL-T Callidus Capital Corp Market Call (BNN TV) 2014-11-26 $21.500

This is a lender. Went public at about $14 and was heavily oversubscribed. Every quarter they have come out with very good earnings, and thinks they have a lot of runway here in doing other loans with higher fees. Expects the earnings to ramp up quite a bit. Trading at a low multiple compared to others. Management is quite adept at putting the money to work and having a good return on capital.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
COMMENT CDV-T Com Dev International Ltd. Market Call (BNN TV) 2014-11-26 $3.750

In aerospace. They previously had some engine team issues, where they had some contracts, bid on them, but didn’t charge enough and ended up losing a lot of money. Because of that, he had stayed away for a while. Now the space has done fairly well. It was never traded at a high valuation and has always been fairly cheap. However, every time he thinks it is cheap, it is cheap for a reason.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
BUY CEU-T Canadian Energy Services & Technology Market Call (BNN TV) 2014-11-26 $7.550

Energy services company that helps with fluid handling. Looking at a long-term chart the company has done very well, but has come off quite a bit in the last 6 months. Have come out with very good earnings every quarter, but thinks it is getting caught up with oil prices coming down. If you are a long-term believer in management, which he is, you should continue to hold. It is also a pretty good buying opportunity.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
PAST TOP PICK CNE-T Canacol Energy Ltd. Market Call (BNN TV) 2014-11-26 $3.270

(A Top Pick Oct 24/13. Down 32.81%.) Still likes the story. A Colombian producer. There are high expectations in terms of exploration, and thinks there is still a lot of that coming. It is going to be difficult with oil prices down at this level. Thinks it has been oversold.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-11-26 $83.750

The Company expects their crude by rail traffic to stay strong. Given the upfront investment made by their customers, they see crude by rail as a viable long-term growth business. Most of their growth is coming from heavy producers, which are a little bit more insulated. Management is forecasting that the Keystone will go through and is included in their assumptions, so this is not seen as a big threat. Probably the bigger risk is if the macro were too slow or Europe to fall apart.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-11-26 $34.000

A little bit better than its peers because it went into this oil price decline with a very healthy balance sheet, and are 30% hedged at $93 for 2015. Mechanically, the company is doing really well. Have been growing their production and have the Torque asset which continues to add inventory. However, at $75 oil, the payout ratio goes to 154% and their cash flow per share declined by 18% in 2015 over 2014. Not a low-risk story any more. He owns a little bit.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
BUY CRR.UN-T Crombie Real Estate Investment Trust Market Call Tonight (BNN TV) 2014-11-26 $12.990

Likes this company. He sees it as a $14.75 stock in 12 months. Yield of almost 7%. Yield is becoming more sustainable at around 94% for 2015, versus 107% for the last 5 years. This has a defensive portfolio with grocery stores, yet growing nicely at about 4%, in line with retail peers. Pretty well positioned for future growth.

$14.75 in 12 months Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
BUY CS-T Capstone Mining Corp. Market Call (BNN TV) 2014-11-26 $2.110

One of his favourite copper stories. Currently producing $1.90-$2 a pound copper. Have done very well in terms of their operations. There are very few ways to play copper in Canada now. Management has done a good job. If you want copper exposure, this is a way to really play it. Expects production to grow over the next few years and their costs to come down. A good entry point.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
BUY CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2014-11-26 $11.900

Likes the demographic tailwinds. If rates are going to rise, you want to own a REIT with a low payout ratio, a high growth rate, improving leverage, organic growth and one that can focus on developments. This company displays all of this. It is also a potential takeover target.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
COMMENT CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2014-11-26 $27.020

Even with WTI as $75 and natural gas at $3.50, he still models a payout ratio of about 132%, 2015 estimates. This is not a safe dividend.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
BUY CWL-T Caldwell Partners Int'l (A) Market Call (BNN TV) 2014-11-26 $1.580

Seem to have a lot of visibility. They are working on deals presently. Pays a nice dividend and is trading at a low multiple. Too small for him, but if he were running a microcap fund, he would have it in his portfolio. Pays a dividend of over 5%.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS No View
TOP PICK DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2014-11-26 $2.470

A new type of royalty company. They are buying top line revenue from companies that have steady businesses. Management own a lot of stock themselves. The 1st deal they signed was with Franwork, the owners of Original Joe’s and Elephant and Castle restaurants. Trading at a fairly low multiple, and has a 7% yield. They are just starting getting coverage. Expects they will sign another deal in the next couple of months or so. Street is starting to get behind this story. Fairly cheap. Considers this a long-term hold that he can own for the next few years and let it play out.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2014-11-26 $53.540

Probably the cleanest pipeline with the best rate of growth. Sees about 12% free cash flow growth for the next number of years. Moreover, they are trading at levels in line with their peers. Better assets and better earning visibility, but at peer average valuation.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Unknown View
PAST TOP PICK ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2014-11-26 $16.360

(A Top Pick Nov 15/13. Down 9.25%.) When he thought this was getting a little ahead of itself at $25, he sold half his position. When it got to $20, and he saw the wheels potentially coming off, he sold more. He still has a little bit left. Very good relative to their peers and are very sustainable.

Greg Newman CANADIAN LARGE & HEDGING CAUTIOUS Yes View
COMMENT ESP-T Espial Group Market Call (BNN TV) 2014-11-26 $1.410

They try to help cable providers beat some of the companies, such as Netflix. Have signed one large deal which he thinks is going to be deployed later on in the year. Stock has come off quite a bit in the last number of months. Feels half the market cap is in cash, and there will be some deployment coming in the back half or early part of 2015. Earnings are about to start to come through. Have done fairly well operationally. Surprised on the upside each quarter for the last three quarters. People were expecting them to sign another deal before year-end, but that was pushed out so the stock has come off for the moment.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
COMMENT ET-T Evertz Technologies Ltd. Market Call (BNN TV) 2014-11-26 $17.540

Do a lot of work for ESPN in their studios, such as building out studios, refreshing them in terms of the cameras, etc. Thinks their deal with ESPN is going to start to revenue over the next number of quarters. Not very liquid as people at that moment don’t want to sell it. Management has done a very good job of executing. Looking for a lot of good earnings growth over the next 12-18 months.

Peter Imhof NORTH AMERICAN - SMALL CAUTIOUS Yes View
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