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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
BUY on WEAKNESS CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2014-10-24 $11.240

A very interesting consumer staple name in Canada which has good upside. Pricing has been very firm on shellfish. This company has a very defined growth strategy, looking for new quotas or companies they can buy to get more supply, to be able to sell more. In the meantime, you are getting a company that generates a reasonable amount of cash. They pay a little dividend, and it is not a bad business to be in. Defensive in that they sell globally. Demand for seafood is picking up. He would wait for a bit of a pullback.

James Telfser CANADIAN CAUTIOUS Unknown View
DON'T BUY CPX-T Capital Power Market Call (BNN TV) 2014-10-24 $25.870

For a long time hold, this is probably one of the better utility names that he likes. A good play. Power prices have been quite low in Alberta where they have a lot of their business. Struggled in this most recent quarter and got hit pretty hard for a utility. A more interesting name, that has more upside in the next 6 to 24 months, would be Brookfield Asset Management (BAM.A-T).

James Telfser CANADIAN CAUTIOUS No View
HOLD CR-T Crew Energy Inc. Market Call Tonight (BNN TV) 2014-10-24 $7.320

One of the premier up and coming natural gas names. If you are bullish on natural gas, this is a good name. Stock is still weak here. Don't sell your energy stocks now, wait until the coldest time of the year, such as January.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Unknown View
TOP PICK CSU-T Constellation Software Inc. Market Call Tonight (BNN TV) 2014-10-24 $295.590

(A Top Pick Oct 18/13. Up 61.96%.) His target price for the end of 2015 is $400. They are the best allocators. Have a strong balance sheet. If you are only going to own one stock in Canada right now, this would be it. Trading at 16.5X 2015 earnings, and is growing at 30% a year.

$400 by the end of 2015 Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
DON'T BUY DCF-T Difference Capital Financial Market Call Tonight (BNN TV) 2014-10-24 $1.360

This is going to be a tough company for the retail investor to own into. There are obviously some very good personalities behind this company, but there are not a lot of earnings right now. They have a lot of investments that are in non-public companies or almost like venture capitalist type of investments. There are probably better ways to play this area.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC No View
DON'T BUY DHX.B-T DHX Media Market Call (BNN TV) 2014-10-24 $8.980

Valuation on this is too rich for him. They are building in a lot of the positive news that has happened. It has been a good story.

James Telfser CANADIAN CAUTIOUS No View
TOP PICK DND-T Cipher Pharmaceuticals Inc. Market Call Tonight (BNN TV) 2014-10-24 $11.600

We are in an environment right now where pharmaceutical companies are very hot commodities. You either have to acquire things or you have to be acquired. This company is attractive in both respects. Have a great lead drug for teenage acne which is doing very well. Also, have a lot of cash. This could simultaneously be a very attractive acquisition or they could turn around and use that cash to buy other things in their product offering. They have a lot of options right now. His guess is that we are going to get reconciliation one way or another in the next six months. They are either going to buy a bunch of stuff or going to get a big pop in their rating or get taken out by somebody at a higher price. Trading at 13X earnings with about a 35% ROE.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
HOLD ECA-T Encana Corp Market Call (BNN TV) 2014-10-24 $20.630

Has been impressed with this company. All the deals they have been doing recently to transform themselves into what it is today, is going to be good for them in the long run. Balance sheet is a lot cleaner now than it used to be. They are executing on the plan that they set out for themselves. Would look at this one if the market started to turn around.

James Telfser CANADIAN CAUTIOUS No View
HOLD EFN-T Element Financial Market Call (BNN TV) 2014-10-24 $12.840

Great story. Doesn't hold, but one of the ones that are at the top of his radar. Looks interesting where it is trading. Made some big deals. He likes companies that make transformational deals where the market is not giving credit. Analysts’ estimates revisions have been very high. A little higher on evaluation side than where he wants to be, so hasn't pulled the trigger yet.

James Telfser CANADIAN CAUTIOUS No View
DON'T BUY EFN-T Element Financial Market Call Tonight (BNN TV) 2014-10-24 $12.840

This one makes him a little bit nervous in terms of valuation and the rate at which they acquire businesses and the kind they acquire. At this stage in the cycle, this is not one that he would be an owner of. Generally speaking, as the economic cycle goes longer and longer, investors  should lighten up on financials. Some day, when things go bad, financials will lead us into it.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC No View
COMMENT EMP.A-T Empire Company (A) Market Call (BNN TV) 2014-10-24 $76.500

Empire (EMP.A-T) or High Liner (HLF-T)? He would choose this company. It is defensive in this environment of volatility. The last quarter they reported was quite strong and they beat expectations. Margins had grown. Saw some of the synergies from the Safeway acquisition start to come through, and he thinks this is going to just accelerate. Food inflation has actually been okay.

James Telfser CANADIAN CAUTIOUS Yes View
BUY EQB-T Equitable Group Market Call Tonight (BNN TV) 2014-10-24 $65.700

Good company. Screens very well right now. He has made his bets on Home Capital (HCG-T), which has a higher return on equity. In the context of everything he looks at, both of these would be a Buy.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC No View
TOP PICK FSV-T Firstservice Corp Market Call (BNN TV) 2014-10-24 $62.620

Considers this as an anchor in financial services. Huge amount of recurring revenue from a lot of their brands. They manage residential buildings as well as owning a lot of interesting businesses. The crown jewel for them is their Colliers brand, which is selling businesses, but also managing portfolios of commercial buildings. This business has been growing in the low double-digits, and he expects it to continue. Margins have been growing. Dividend yield of 0.72%. A company that you can hold for many years and be rewarded.

James Telfser CANADIAN CAUTIOUS Yes View
TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2014-10-24 $37.470

The long-term on this company is that every year it has 20% ROE. Trades at 9.9X 2015 earnings. Well-managed and throws off a lot of cash flow. They buy back their stock. He is pretty comfortable that it will be 20% higher. It should be $8 higher in year’s time.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
PAST TOP PICK HCG-T Home Capital Group Market Call Tonight (BNN TV) 2014-10-24 $52.120

(A Top Pick Oct 18/13. Up 39.04%.) There is a tremendous amount of intellectual capital tied up in the building. You get a steady 20% ROE. Very, very low loan losses, because their loan to value is very, very low.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
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