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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) 2014-12-16 $0.020

Markets.  He is not resource heavy and on purpose.  You don’t control the price of your product in those businesses.  Prefers to keep volatility of portfolios low.  He owns some oil-related stocks.  He has been worried about a global economic slowdown for many years, but did not see the oil glut coming.  Oil is the ultimate self-correcting commodity.  Spigots get turned off and have to be turned on very quickly.  This is temporary situation and will come roaring back.  It will take some time to stabilize over the next 6 months to a year.  Investors need to take extra risks.  There are some bargains.  You have to look at companies with temporary problems.  Dividends are very important as we will stay in a low interest rate environment. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-16 $0.020

Dividend paying equities.  Everyone is different.  It depends on your age.  No extra ordinary returns in bonds.  Occasional bargains.  There are some opportunities in energy royalty finds. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-16 $0.020

Canadian Dollar.  It has gotten hammered along with oil prices.  It moves with oil short term and in the long term with interest rate differentials.  Thinks it is bottoming out with oil here.  Don’t sell Canadian $ and buy US$ at these levels.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-16 $0.020

Markets. The magnitude of the change in oil is not the big issue. The issue is the speed at which it happened. It is not difficult just for investors, but also for the big companies with their capital budgets, currency forecasts. It has all changed so quickly and so fast that it causes a lot of dislocation and a lot of anxiety. As a result you get a lot of volatility in the market. We don’t know exactly how this is all going to unravel. Everybody’s exposure to Russia is much less than it was in 1998. However, ramifications of what happens in Russia can spill over into the European banks, and you never know what connections that has to Brazilian enterprise, whether or not a company has to make a margin call and do it from a healthy enterprise in Brazil to a very unhealthy enterprise in Russia. This is a very scary time for investors and they have to be looking at their portfolios and figuring out how to prepare for it. He understands that US banks’ exposure to Russia is less than a half a percent. We will probably wake up to something Putin has announced in the middle of the night and it will be something pretty dramatic. Investors need to build some themes and the need to take a look at them. He looked back and figured that China was not a big capital building economy anymore, it was turning into a consumer driven and export driven economy. He then figured that it did not look all that promising for oil, iron ore, etc. Because of that, whenever he was constructing a portfolio, he was keeping it a little bit lighter on commodities and cyclicals, especially in Canada.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-16 $0.020

Banks. Canadian banks have pulled back recently because earnings were a little less than exciting. As a Canadian investor, you have to be really leery of somebody on television telling you to get rid of your Canadian banks. Royal (RY-T), Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T) are really good core holdings. If interest rates go up, although he doesn’t think they’re going to go up a lot, this would be very good for Canadian banks. However, Canadian banks have a lot more exposure to the domestic Canadian economy. CIBC (CM-T) is the most exposed and TD and Scotia would be the least exposed. US banks, in relation to Canadian banks are going to look more attractive right now. It doesn’t matter what you do, money will probably leave Canadian banks, because a lot of US investors have been hiding in Canadian banks, and they are probably going to flow out into some of the US names.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-16 $0.020

Canadian-based ETF’s that follow the US S&P 500? Believes the S&P 500 will outperform the TSX, and has been his view for some time. As investors, we are really fortunate with the competition that has occurred in the space. You have to decide whether you want to be exposed in Cdn$’s or US$’s. He would argue that you should split your money into hedged and unhedged. Believes the Vanguard S&P 500 might be the cheapest.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
COMMENT ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-12-16 $39.960

Stock price has done extremely well, but has probably got a little ahead of itself. Everybody is now asking about their exposure to Western Canada. It is quite a bit. Feels the recent fall is because it rose too fast and too quickly. Probably trading at a pretty fair valuation now. He likes what they are doing, but keep in mind that any of these consolidation plays eventually run out of steam and don’t always end well. The trend of a family owned dealership looking for an exit strategy, probably has another good 5 or 6 years. Definitely interested in getting back into this when he has cash available to do so.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
DON'T BUY AGF.B-T AGF Management (B) Market Call Tonight (BNN TV) 2014-12-16 $8.150

Cut their dividend by about 70%, which was a big surprise; because that was the only thing investors seemed to have with this company. If you own, you are left with a company that is in decline, its assets (net sales) he believes are in decline. Fundamentals and price trends have not been attractive to him. He would not be interested in buying this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY CCA-T Cogeco Cable Market Call (BNN TV) 2014-12-16 $69.730

Playing catch up.  Multiples on cable TV in the US are higher and it is following suit.  They feel they can make same tuck in acquisitions now. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
BUY CF-T Canaccord Financial Inc Market Call (BNN TV) 2014-12-16 $6.970

This stock is highly correlated to the stock market.  Trading below book value right now.  Now is probably a pretty good time to buy.  It is very dependent on the market.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
HOLD CGX-T Cineplex Inc Market Call (BNN TV) 2014-12-16 $44.040

Big dividend and it moves around with the movie slates.  Not a cheap stock.  Well managed company.  Upside is limited as it is hard for them to grow much more.  Hold it for the dividend.  You can`t charge much more for popcorn. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-12-16 $32.520

There has not been a lot of money made on this name in the last 18 years. You have to be really careful with this. He is not interested in owning anything in the space at this time.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY on WEAKNESS CNR-T Canadian National R.R. Market Call (BNN TV) 2014-12-16 $76.590

Less exposure to oil than CP-T.  It never quite gets cheap enough for his metrics.  There will be some volatility now.  Buy about $70.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC No View
TOP PICK CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-12-16 $76.590

This is trading off in sympathy with what is happening in oil. This is a great derivative play. What he finds interesting is that crude by rail and fracing sand shipments are about 9% of their business. They do a lot of merchandise, a lot of international intermodal with the best operating margins at about 37%. Yield of 1.31%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
DON'T BUY COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2014-12-16 $8.990

There are hundreds of stocks in the US and hundreds in Canada that are much more attractive. This has been an ongoing, very capital intensive enterprise where every year feels like it is going to be its year. Has been a real frustrating name to own. He would not be interested.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK CTRX-Q Catamaran Corp. Market Call Tonight (BNN TV) 2014-12-16 $48.720

(A Top Pick Dec 17/13. Up 6.52%.) This really consolidated in the last 1-1.5 years and finally had a nice run up from October. The whole healthcare space was in question and had had some issues with some of the big contracts that they had had. Still likes.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
PAST TOP PICK DCI-T DirectCash Payments Inc Market Call (BNN TV) 2014-12-16 $18.180

(Top Pick Jan 21/14, Up 0.82%) A bad report last year turned out to be unfounded.  The dividend has been increased recently.  Phenomenal job of making acquisitions internationally.  They are good at driving down their costs and getting their margins per ATM machine up.  One of the safest stocks.  Over 8% dividend.  50% payout ratio.  Great recurring revenue stream. 

$20s Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
PAST TOP PICK DSY-FP Dassault Systemes Market Call Tonight (BNN TV) 2014-12-16 $0.000

(A Top Pick Dec 17/13. Up 1.83%.) Thinks he made about 15% in the early trade.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY FP-T FP Newspapers Inc Market Call (BNN TV) 2014-12-16 $2.850

He has a big position.  Very well managed.  It is News Papers so they are under pressure for advertising revenues.  The dividend is very sustainable now.  Yield is 12% and they should be able to sustain that for years. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
BUY GCG.A-T Guardian Capital Group Market Call (BNN TV) 2014-12-16 $17.250

Top Pick in August.  One of the cheapest stocks out there, but not that liquid.  Well managed business, dirt cheap.  Fastest growing asset manager.  Hold for the long term.

Low $20s Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
HOLD GIB.A-T CGI Group (A) Market Call (BNN TV) 2014-12-16 $41.110

There were accounting issues for a while, then the European acquisition where they took a lot of write downs.  Well managed.  Watch the lack of organic growth.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
BUY GOOGL-Q Google Market Call Tonight (BNN TV) 2014-12-16 $498.160

European regulators are worried about how much market share they have in “search” (60% market share globally). You also have a lot of issues with investors regarding their spending a lot of money on wearables, self driving cars, etc. Keep in mind that they have been growing at 20% a year now for 4 years, and are still anticipated to grow at 20% again next year. Trading at 17X earnings, which is a real deal when compared to the market which is trading at 16X earnings, and trading at a much slower rate. He really likes this company. A lot of trends are going to work in their favour. He plans on re-entering this name whenever he gets some cash.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY LGT.B-T Logistec Corp Market Call (BNN TV) 2014-12-16 $38.560

One of his oldest holdings.  One of his best performers and biggest overall position.  Marine cargo handling in eastern North America and an environmental business to line water pipes without ripping up a whole city street.  Doing a huge expansion of their Montreal port.  Sees very good growth ahead.  It is fairly illiquid. 

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
COMMENT LNKD-N LinkedIn Corporation Market Call Tonight (BNN TV) 2014-12-16 $215.570

Thinks this is something that he would want to own. It is pretty much flat year to date. They are sitting on a large amount of cash, which is a new thing for a lot of these Internet names. Who knows if maybe they’ll start returning some of that cash to shareholders and/or start paying dividends.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK LVMUY-(OTC) LVMH Moet Hennessy Louis Vuitton SA Market Call Tonight (BNN TV) 2014-12-16 $0.000

(A Top Pick Dec 17/13. Down 5.02%.) The idea was that with the high-end consumer, the company would be able to name their price on articles, our European recovery. Didn’t make any money on this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
HOLD MCD-N McDonalds Market Call Tonight (BNN TV) 2014-12-16 $88.720

Raised its dividend 25 years straight. Have always been about to reinvent themselves. The idea of a better, healthier, nutritional, organic locally sourced type of environment is really challenging right now. The dividend yield is the parachute that keeps him in this stock. He just heard that there might be an activist investor coming along to get this moving. Don’t give up on it.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
TOP PICK NAL-T Newalta Corp Market Call (BNN TV) 2014-12-16 $15.480

Oil and Gas.  One of the biggest recyclers of waste in the business.  They clean up tailing ponds.  Very little business is tied to the price of oil.  Stock is really beaten up.  Good short term upside. To the $19s.

$20s 1 year Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
BUY NLN-T Neulion Market Call (BNN TV) 2014-12-16 $1.220

Was a top pick and is a top holding right now.  He is not selling any time soon, based on NHL deal with Rogers.  Don’t worry about the volatility, just watch the quarterly results.  It could be a takeout candidate in the next few years.  They have the market locked up and have a recurring revenue stream.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
BUY on WEAKNESS PKI-T Parkland Fuel Corp Market Call (BNN TV) 2014-12-16 $20.950

Just met with management.  They are not that affected by oil prices.  Just made a huge acquisition of gas stations and convenience stores.  He finds it expensive at these levels.  He would look at it on a correction only.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Unknown View
TOP PICK PLC-X Park Lawn Income Trust Market Call (BNN TV) 2014-12-16 $12.300

Only publicly traded company in this industry.  40 years capacity in cemeteries.  Great dividend yield.  Great way to play demographics.

Stephen Takacsy, B. Eng, MBA CANADIAN OPTIMISTIC Yes View
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