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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) 2014-04-16 $0.020

Markets. We’ve had almost a 5-year rally since the bottom. About 2 months ago he started trimming positions and raising his cash levels from fully invested to about 15%-20% in cash, looking for a correction. However, there is a real resistance recently to the market trying to go down. When it went down, the NASDAQ went down but the S&P and Dow didn’t follow. Comparing it to the 1987 market, everybody thought the 1987 market was exhausted and would roll over. It went sideways for 6 months and then took off on the upside. We are in a long-term secular bull market that will last decades, not months. Corrections give you opportunities to Buy.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-16 $0.020

Do oil stocks still have legs? The good news in energy is pretty well here with $104 in the oil and about $4.50 in natural gas. He would probably make a switch towards more natural gas. He has reduced his energy component in the last little while. Owns Crescent Point (CPG-T) for the yield.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-16 $0.020

Markets. Looking at the overall markets in the US and Canada, they are trading at about 15 or 16 times this year’s EPS, which is slightly above the historical average of 14+ so they’re not expensive and he is finding them reasonably valued. What is interesting is that there are some sectors that are clearly overvalued. The US tech sector is one example. He is a bottom up investor and likes markets like this because it really appeals to stock pickers.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE _N/A View
PAST TOP PICK AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2014-04-16 $4.820

(A Top Pick April 23/13. Up 0.7%.) The whole sector has gone through a rough patch because of fears of interest rates backing up. Also, 3 senior management have left.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK ABVN-MM Companhia de Bebidas das Amer. Market Call (BNN TV) 2014-04-16 $37.200

(A Top Pick May 2/13. Down 2.08%.) In this one for the great yield. Brazilian market had a wicked year last year. They are having elections this year and the World Cup is in 2 months, which should really kick off beer sales.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
COMMENT AET.UN-T Argent Energy Trust Market Call Tonight (BNN TV) 2014-04-16 $3.000

If you take out DRIP payments, a 77% cut in the yield will not solve their problems. Announced they are going to cut their CapX by about 20%. They really have to start selling some assets.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Unknown View
PAST TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2014-04-16 $47.350

(A Top Pick May 2/13. Up 30.63%.) Has been a good company and a great sector. Thinks that when we start to deliver gas to the West Coast, this could be quite a good winner. While it has had a good run, there is potential for more to come.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
COMMENT ARX-T Arc Resources Ltd Market Call (BNN TV) 2014-04-16 $32.420

Really likes this. When we get pipe to the West Coast and they start taking Montne gas out, this is going to be a beneficiary. Has a great yield.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2014-04-16 $5.810

Came out with quarterly results that brought the stock down from $9 to about $6 very, very quickly. Has been looking at this name. Likes the gaming space in general. There is some liberalization taking place, particularly in the US. There is another smaller Cap name that he thinks is interesting, LasVegasFromHome.com Ent. (LVH-X). It is mobile gambling that he thinks is a real growth industry. Just announced a deal last week where they are launching in Mexico.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
COMMENT BCS-N Barclays Bank PLC Market Call (BNN TV) 2014-04-16 $16.070

Some of these banks are a little sloppy because of a Ukraine situation. Feels there are opportunities in the banks because we have basically been going sideways for so long, but you really have to pick and choose. (See Top Picks.)

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Unknown View
TOP PICK BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2014-04-16 $76.080

(SHORT) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). (See comments under GCG.A-T.)

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
SELL BP-N BP PLC Market Call (BNN TV) 2014-04-16 $48.390

He would redeploy the capital into something else. The big internationals are all over the place and it is hard to analyze them. He would go with something closer to home where you get a better yield. We have great energy companies in Canada and he would buy the local ones.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-04-16 $46.520

Lightened his holdings because he thought that when the oil price passed $100, it was getting a little rich and as well, he wanted to reposition oil more to gas. If you think oil prices are going to be steady or higher, this is a good operating company.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
DON'T BUY C-N CitiGroup Market Call (BNN TV) 2014-04-16 $48.180

Trading below BV. There are reasons why the US banks are not recovering the way most people thought they would. The difficulty is that the regulators are now in the business and it is difficult to know what they are going to be allowed to do and how they are going to be able to deploy their capital. (See Top Picks.)

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
COMMENT CFN-T Carfinco Financial Group Market Call Tonight (BNN TV) 2014-04-16 $9.490

Stock has dropped because quarterly results were a little bit disappointing. Also, management talked about competition in the space and it got investors’ attention.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT CHL-N China Mobile Hong Kong Market Call (BNN TV) 2014-04-16 $46.670

Doesn’t own any telcos. He does like the Chinese market and he is a believer in the China story and that it will be successful, so this company will probably perform.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
COMMENT CHR.B-T Chorus Aviation Inc Market Call (BNN TV) 2014-04-16 $3.660

If you are invested in this for yield, he would have a tendency to go for a more blue-chip type situation. It’s in the airlines business so it is very volatile.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-04-16 $62.070

Likes this name. Uses it for hedging purposes because he thinks Canadian Pacific (CP-T) is overvalued where he has a Short position. This has been a very rough winter, so when Q1 results come out for the rails, both Canadian companies are going to have had a pretty tough time. He would not buy before the Q1 numbers.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-16 $43.950

An interesting oil company in that they are almost more of a manufacturer than a “search and find” company. Through horizontal drilling, they have basically got 3 great positions in old oilfields and it is all about capital deployment and operating efficiencies. Feels the dividend is safe. There is enough growth to keep it going. Yield of around 6%.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2014-04-16 $107.480

The best retail stock in Canada. There probably will be a split and there could be a dividend increase. Have done a really good job of managing and running their business.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
TOP PICK CXI-T Currency Exchange Intl. Market Call Tonight (BNN TV) 2014-04-16 $12.700

Starting to get a little bit more recognition, but the key catalyst is that they are going to get a bank license at some point, which really opens up their marketing efforts and also helps to bring down their costs so they can buy directly from central banks. The #3 player in Canada and #4 in North America.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT CXS-T Counsel Corporation Market Call Tonight (BNN TV) 2014-04-16 $1.670

Had a pretty big pull back. There was a fair amount of enthusiasm for the stock this summer so the question is, was that misplaced or not. Finds it to be very attractive at the current levels. Released their results at the end of March which he felt were quite good. There are some competitive pressures within the mortgage lending space. Announced about a year ago that they were going to clean up the business so it is now a holding company that holds one asset, Street Capital, a mortgage lender. Around April 28, you will be receiving shares in Heritage Global, which is currently trading in the US. Management does not know when to sell so leaving the decision to you.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY DSG-T Descartes Market Call Tonight (BNN TV) 2014-04-16 $15.130

Had a great run. Grows at about 15% the year. He likes the recurring nature of its revenue which is at about 90%.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY E-T Enterprise Group Market Call Tonight (BNN TV) 2014-04-16 $1.050

Very much likes the name. Provide a lot of support for infrastructure projects such as pipelines, bridge building, tunnelling, etc. Also, have a division that competes with Badger Daylight (BAD-T) in tunnelling. Good way to play infrastructure and on pipelines. Super cheap trading at about 3.5X EBITDA. Made a series of acquisitions in the last 18 months and have stated that now is the time to integrate the businesses and grow them organically.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2014-04-16 $11.080

Water heater rentals, mainly focused in southern Ontario. Also, have sub-metering which they are expanding. This is for multi-tenant residences such as condos or apartment buildings. They put in meters, allowing the landlord to assign energy usages to individual tenants. Thinks this is a great long-term growth business. Not producing any profits yet. Trading at about 6.5X EBITDA versus the sector at about 10X. 6.5% dividend yield which is very sustainable.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT ENB-T Enbridge Market Call (BNN TV) 2014-04-16 $51.680

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) or both? He would be inclined to take this one, as opposed to the trust, because he would want to have growth going forward. For people who are living off their income, higher yields are attractive but if we get any inflation in the system it is great to have the growth to protect you. From a capital return perspective, if you have growth with a yield, you will outperform the yield itself.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2014-04-16 $26.480

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) or both? He would be inclined to take this one, as opposed to the trust, because he would want to have growth going forward. For people who are living off their income, higher yields are attractive but if we get any inflation in the system it is great to have the growth to protect you. From a capital return perspective, if you have growth with a yield, you will outperform the yield itself.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
TOP PICK GCG.A-T Guardian Capital Group Market Call Tonight (BNN TV) 2014-04-16 $17.200

Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). In 2001 they sold its mutual fund business to Bank of Montréal in exchange for 5 million shares. Have been sitting on the 5 million shares ever since. These holdings plus some of their other listed holdings, actually comes out to $14.25 at the end of the last quarter. Stock is trading at about $16.60-$16.70 and if you strip out the $14.25, the underlying business is trading at about 3X this year’s earnings, ridiculously cheap. There is also a scarcity of independent asset managers, so one day somebody is going to come and take out this company. He has had this trade on since April 2009.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK GE-N General Electric Market Call (BNN TV) 2014-04-16 $26.120

This is a lagging play. Almost a proxy for the US economy, which hasn’t caught fire yet. With this company, you have finance, industrial, transportation, power, etc. If he is wrong and the market backs off a little bit, this will hold its own with its yield of 3.39%.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
BUY HNL-T Horizon North Logistics Market Call Tonight (BNN TV) 2014-04-16 $8.000

Loves this as an indirect way to play the resources. He tends not to invest directly in resources. This is a more conservative way to play. The whole sector is growing at about 18% clip over the next 5 years and this is a great way to play it.

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