Table View - Opinions in Detail | StockChase
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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) 2016-05-27 $0.020

Economy. Coming into this year we had the fear of weak demand, similar to January 2015 when everybody was freaking out about a weak China and a weak global economy. Fast-forward to the end of 2015 which showed the strongest growth in 5 years. The same pattern is coming to pass this year, where once again China’s weak global economy is perceived to be weak, and yet demand is growing by about 1.4 million barrels per day. The issue was oversupply which is now almost approaching zero, courtesy of very strong demand and supply falling off the cliff, not just in the US. US production is now down to about 800,000 barrels a day from the peak. That trend will continue until we get a high enough oil price to allow for an increase in activity in the US. The rig count now is at about half of where it needs to be able to maintain flat production, let alone to grow production. For 2017, 2018 and 2019, unless we incentivize an increase in activity in the US, he thinks we will be short of oil and we will get a price hike. He thinks we are going to see $60-$65 in the next 6-12 months. January and February was the worst period in the history of the oil and gas business. We have come through that period and the worst is over.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-27 $0.020

Markets. We’ve had a pretty good run and are at a bit of a resistance point. Feels we are going to work our way through that, but it may take a while. Energy stocks have been a big driver, and we will have to wait to see if $50 a barrel is attainable and can hold for a while. There is a lot of speculation out there, and it could be speculation rather than demand. This may take a few weeks. He is a great believer that the US housing market has a lot of ground to make up. The fact that it costs more to rent than it does to buy a house will put pressure on. Housing start numbers swing back and forth, but the existing number on sales is quite good. This is a huge area which includes refrigerators, air conditioners, carpets, furniture, etc.

David Cockfield CANADIAN & ETF's OPTIMISTIC _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-27 $0.020

Natural gas? This is a sector where technology has made it a lot cheaper to produce. In North America we have a surplus of gas. There are still some major areas in the US that are still developing. A terrible area to be in. He eliminated all of his gas stocks.

David Cockfield CANADIAN & ETF's OPTIMISTIC No View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2016-05-27 $30.360

Likes the stock because it has excellent management, pays a good dividend, and is a way to have a piece of the energy side without taking too much risk. They have now got into a potential export of propane. 6.5% dividend yield.

David Cockfield CANADIAN & ETF's OPTIMISTIC No View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2016-05-27 $2.000

Has a few shares, but by clients’ direction. Considers this as a high risk situation. It is very tempting, because they are making progress. He wants to see planes actually taking off, which could convince the industry as a whole that it is a good plane. However, that may be 6-12 months down the road. The basic balance sheet situation is still troubling.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
PARTIAL BUY BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-05-27 $60.480

This has had a really good run. He would tend to sit on the sidelines and see how the market does in the next few weeks. Alternatively, you could buy half of what you want. This is a core position for him. The dividend is great and they keep increasing it.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
COMMENT BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2016-05-27 $5.620

The vast majority of production is dry natural gas, and has rallied along with the whole group. As people get more optimistic on oil prices, he can feel an undercurrent of euphoria on natural gas. This is on his radar screen. Thinks gas is going to get pretty damn ugly in the next couple of months. He would like a better entry point. This is probably the best way to play the natural gas leverage.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL No View
COMMENT BNP-T Bonavista Energy Corp Market Call (BNN TV) 2016-05-27 $3.350

His only hang-up is that they have $1.2 billion in debt and just raised $100 million. They still have $1.1 billion of debt, and relating that to the amount of cash flow they’ve been generating, it is still about 3.5X, which is too high. He would rather buy names that have way less debt, which means that as oil prices recover they will be generating more free cash flow than they can deploy into the field, and can compress their multiples.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
PAST TOP PICK BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2016-05-27 $31.310

(A Top Pick May 22/15. Up 16.88%.) Has been more volatile than what he really likes. This is a multinational and is all over the world. It’s big commercial projects and even some residential stuff. It’s in Australia, New York, Brazil and in Canada. Pays a reasonable dividend, and the Brookfield people are very smart managers. Dividend yield of 4.65%.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
PARTIAL SELL BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-05-27 $6.200

Given that they don’t have to pay a dividend any more, free cash flow would come down to maintenance capital to maintain flat production levels. His guess is that it would be in the mid-$40, because their heavy oil required a price of around $33-$34 for about half the production, and the remaining half is liquids rich gas plus light oil. If you own, consider trimming.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-05-27 $6.200

(Market Call Minute.) This had a huge move, and has reached his fundamental target.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2016-05-27 $6.200

One of the better energy companies. It is heavy oil, but is pumpable heavy oil, and the Canadian Western select price has done quite well. They also have a significant holding in the Eagleford Texas shales, which could be back in the limelight at $50+. A well-managed company. Still a risky situation.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
WAIT CGL-T iShares Gold Bullion ETF Market Call Tonight (BNN TV) 2016-05-27 $10.690

iShares Gold Bullion (CGL-T) or iShares Comex Gold (IGT-T)? This one probably meets your needs, however thinks it is too early for gold. Gold had quite a little rally. If the Fed raises rates and the US$ strengthens, which it will, gold will take a hit. Gold has really worked in the past because of inflation, and we really don’t have that yet. Central banks globally are working on getting inflation going, and it is probably going to start in the US first. Before then, it is pure speculation.

David Cockfield CANADIAN & ETF's OPTIMISTIC Unknown View
TOP PICK CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2016-05-27 $9.780

This has been lagging the group even though it has a great balance sheet. This company was a rock star in the oil bull days because of management, low decline rate, clean balance sheet and 80% of their production is medium gravity oil. He is looking for 50% upside from today’s share price. Dividend yield of 4.35%.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Yes View
HOLD CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2016-05-27 $102.190

This has not been his favourite bank. Canadian banks have gone through a difficult market period, simply because there has been significant Shorting of them in New York. However, those Shorts haven’t got a clue about how the Canadian banking system works. This is a good long term hold. The dividend is okay and he thinks you will see increased dividends. (See Top Picks.)

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2016-05-27 $38.900

An excellent company, but feels that the big seniors are probably a little ahead of themselves in terms of pricing. He thinks they are anticipating $60+ oil, and he is not sure that is going to happen. If you buy it now, you have to be prepared for some pullback and some base building.

David Cockfield CANADIAN & ETF's OPTIMISTIC Unknown View
BUY on WEAKNESS CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2016-05-27 $22.300

Loves the stock at $12-$19, but at $22 it is fairly valued. Management team has been great. Trading at 8X on $60 oil, and he struggles figuring out how he gets rich at this level. With the meteoric rise in the shares, it is possible that over the summer there would be a 5%-10% correction.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
SELL CQE-T Cequence Energy Ltd. Market Call (BNN TV) 2016-05-27 $0.235

They ran a strategic review, which resulted in no buyers, and the CEO decided to leave the company. If you own, he would just sell the stock.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL No View
SHORT CVE-T Cenovus Energy Market Call (BNN TV) 2016-05-27 $20.170

(Market Call Minute.) He would sell this and short it. The stock is overvalued.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
TOP PICK DHX.B-T DHX Media Market Call (BNN TV) 2016-05-27 $6.580

This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2nd season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Yes View
COMMENT DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2016-05-27 $2.230

(Market Call Minute.) This sold off after a weak Q1 due to weak restaurant sales in Western Alberta. Believes their dividend is more sustainable than the street believes. Has been nibbling on this in its weakness. Just under 10% dividend yield, which he feels is sustainable.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2016-05-27 $52.780

This is a utility. A big company with major pipelines that are going to be full for years and years to come. The real problems occur in areas where you want to expand. Thinks the Northern Gateway is never going to fly, which was one of their favourite projects. Dividend yield of 4%.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
BUY on WEAKNESS FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2016-05-27 $40.960

This is too expensive, but it is one of those well-run companies. It’s a utility. Management has shown itself to be quite capable in difficult times. Probably at the top of its range right now. If it sold off by $2-$3, that would be in a buy range. A very safe stock. Dividend yield of 3.7%.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
PAST TOP PICK GRC-X Grenville Strategic Royalty Market Call (BNN TV) 2016-05-27 $0.440

(A Top Pick June 8/15. Down 54.43%.) This company finds small businesses that require capital, and buy royalties streams from them in exchange for cash. They are still earning very good rates of return. However, occasionally they have to take a write down. He is still buying.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Yes View
DON'T BUY GSY-T goeasy Market Call (BNN TV) 2016-05-27 $18.770

Because of concerns with the Western Alberta economy, and even the Canadian economy, there are signs of weakness. The stock has always appeared cheap to him, but he never sees it reclaiming a higher multiple because there will always be the concerns that it is a highly cyclical business. Unless the economy is rip-roaring, it is not the type of stock you want to own.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL No View
COMMENT IGT-T iShares COMEX Gold ETF Market Call Tonight (BNN TV) 2016-05-27 $15.160

iShares Gold Bullion (CGL-T) or iShares Comex Gold (IGT-T)? CGL probably meets your needs, however he thinks it is too early for gold.

David Cockfield CANADIAN & ETF's OPTIMISTIC Unknown View
COMMENT IT-T Intertain Group Market Call (BNN TV) 2016-05-27 $12.740

Has been tainted with the Amaya (AYA-T) brush. Had a Short attack which drove the stock down to $8. Should they be successful in finding someone to take them out, a price range of $17-$20 is probably not a stretch. A moderate growth business, but the free cash flow they generate is massive and should be commanding a much larger premium than what it is getting. Expects there will be a full take out of the company.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
BUY on WEAKNESS KEL-T Kelt Exploration Market Call (BNN TV) 2016-05-27 $4.680

(Market Call Minute.) Basically a land bank now, so he thinks it goes quiet for the next couple of quarters, and then the management team is going to come out and tell you what they have been buying. A Buy in the high $3s.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
WAIT LRE-T Long Run Exploration Market Call (BNN TV) 2016-05-27 $0.460

(Market Call Minute.) Being taken over at not much higher than the current share price. Feels the deal risk is very low and would wait for the deal to finish.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
SELL LTS-T Lightstream Resources Market Call (BNN TV) 2016-05-27 $0.175

(Market Call Minute.) This is a terminal company with zero equity value and you should blow this out and move on.

Eric Nuttall CANADIAN SMALL & MIDCAPS OPTIMISTIC on OIL Unknown View
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