stockchase picture

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

Table View - Opinions in Detail

Print Export
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) 2014-10-23 $0.020

Markets.  We were incredibly oversold and so we are having a rally now.  Interest rates have collapsed this year from 3.0% to 2.2% this year.  It is worse for finding yield in fixed income so you have to go back into the stock market.  We really saw the hit in the mid-cap, retail investor stocks.  Oil came off also so oil stocks should be looked at.

Bill Harris, CFA RESOURCE BULL on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-23 $0.020

Markets. To really understand what has happened, you have to isolate what brought this market down. There were a lot of contributing factors such as Ebola, terrible events in Ottawa, but the key is understanding where Europe is going. There were encouraging data points out of Europe today and a big market rally, which was not surprising. If you can see more data points like that on its own, he thinks you have the next leg up of this bull market. Unfortunately. today is just one data point. You need more before you can be sure. Also, markets can go higher if investors become confident enough that the ECB has investors back. The ECB is mostly job owning. It might even be beyond the ECB at this point, and requires the involvement of Germany and a fiscal stimulus. This is what has markets so worried. If you can see PMI's rising in Europe like they did today, stocks look really good. Stocks do want to go higher and the Bulls do want to run, but you definitely need Europe. It is typical that there was the retracement we had today, but you wouldn't buy just based on this snap back. You would buy if you are seeing a change. If you see the weak data points that we saw in September in Europe as just a summer slowdown, and will be actually snapping back on their own, it doesn't matter that they are feeble. What investors need to see is that it is trending in the right direction. This is really a “wait and see” to see who does carry the next leg. It really does depend on Europe.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-23 $0.020

Banks or oil companies for sustainability of dividends? First of all, payout ratios on the banks are between 40% and 50%. He doesn't know if the Canadian bank has ever cut its dividend. You have the highest assurance of quality in banks. Energy names are in the penalty box with an uncertainty and a question mark around oil. Capital wants to go somewhere. If investors are not looking at oil and at telecom stocks, they're going to go to bank stocks.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS _N/A View
DON'T BUY ALA-T Altagas Ltd Market Call (BNN TV) 2014-10-23 $46.860

He always tries to own some infrastructure.  These are great long term investments.  The problem is that the valuation is extreme.  A great company that is on his list, but he finds others elsewhere that are cheaper.

Bill Harris, CFA RESOURCE BULL on OIL No View
WATCH ALS-T AltiusMinerals Corp Market Call (BNN TV) 2014-10-23 $11.440

They have the nickel royalty for Voisey Bay.  The nickel market is so messed up with Indonesia banning exports.  You might be able to get the stock relatively inexpensively soon.

Bill Harris, CFA RESOURCE BULL on OIL No View
TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-10-23 $8.890

(A Top Pick Oct 2/13. 45.6%.) This is an interest-rate call. Also, based on the view that markets are not going to be easy over the next 12 months as they were over the last 12. This is a power/utility, a kind of gentle place to be. Yet they've got 30% adjusted earnings growth that he models over the next couple of years. Cheap at 8X versus its peers of around 7.7. He models a 10% dividend growth over the next couple of years. Dividend yield of 4.39%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
HOLD ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2014-10-23 $27.980

He is modeling this assuming that WTI oil is at $80 and stays there, and natural gas is at $3.50 and stays there. The balance sheet is still very strong. Cash flow is 1.1X versus its peers at around 3X. Cash flow growth would still be very strong at around 16%. Dividend growth rate would still be quite good with the payout ratio of about 117%, still sustainable relative to its peers at that level of about 145%. Valuation would still be good. An excellent operator with great resources. They stand to benefit from a lot of LNG opportunities opening up, seeing that they are 40% exposed to natural gas.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
DON'T BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-10-23 $11.080

The internal numbers are not super sexy so it trades with the market.  The commodity is low.  Prefers others with better operating numbers.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
BUY BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-10-23 $11.080

He still sees cash flow growth of about 11.4%, 2013-2015 with $80 oil and $3.50 gas. However, debt to cash flow does go higher at 2.2, which isn't horrible. Payout ratio goes to 134%, which is better than the group. It was cheap before at 5.1 with $96 oil, and at $80 oil it is 6.1, which is still cheap. If you are risk tolerant, you could buy this. LNG opportunities are starting to unfold.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-10-23 $36.220

Likes it and thinks the dividend is sustainable.  Likes the management team.  They get a Canadian dollar western Canadian price.  The reduced differential should benefit them.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
HOLD BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-10-23 $36.220

This is a good one. At this lower oil price, he still sees cash flow growth at around 18%. Dividend is still okay. Payout ratio would rise to 120%, but still pretty sustainable relative to its peers. Valuation would still be attractive at 6.8 versus the group at around 9. Cash flow would still be pretty good.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
HOLD CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2014-10-23 $25.010

Interest rates have been falling, so REITs have been going higher. He personally thinks we are in an environment of pretty soft interest rates. Feels you can own this name. They have cost control and an occupancy rate of around 98%. They are starting to shift to building from acquisitions. They want to grow on some of their vacant land in Toronto and Vancouver. Trading in line with its five-year average, so it is not a bargain here. Payout ratio of about 81%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-10-23 $39.550

Take advantage of this oil price selloff to pick this up.  Throws out an incredible wall of cash.  4 years out it will be extraordinary.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-23 $38.070

If WTI is at $80 and natural gas is at $3.50, he is modeling a debt to cash flow of 1.1X on 2015 estimates, which is very reasonable compared to the group at that level at 3X. A 2015 estimated payout ratio, so their dividend sustainability would be 114%, which is not bad. The valuation they would trade at would be 7.4X enterprise value to cash flow. You want to be closer to buying at these levels then to selling.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
BUY on WEAKNESS CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2014-10-23 $11.170

A good story. He is modeling 7% compounded annual growth. Sees a strong 2nd half coming from ramped up sales and marketing. Have had this really nice strategy of recycling capital from non-core properties and putting them into higher quality, which should continue to drive multiple expansion. It is a potential takeover target. Long term tailwinds of seniors’ assisted living. He would try to buy it on a bit of a pullback.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
TOP PICK ENB-T Enbridge Market Call Tonight (BNN TV) 2014-10-23 $52.370

The view was that falling oil would mean less Alberta production. To really impact their growth visibility you're going to have to have enormous change in Alberta production. For that you probably need $60 oil. He sees EPS growth of 12% for the next 5 years. Low payout ratio of 43%, so they have plenty of room to revisit their dividend policy, which they might. There is a lot of growth coming from drop-downs. Their earnings are exceptionally high quality. Yield of 2.67%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
PAST TOP PICK ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2014-10-23 $17.330

(A Top Pick Oct 2/13. Up 6.62%.) Pays a good yield. Got to $26 and he did do some selling. He would be much closer to buying this as it has a good sustainable dividend. If you own this one Hold.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
PAST TOP PICK FNV-T Franco-Nevada Corp. Market Call (BNN TV) 2014-10-23 $59.450

(Top Pick Nov 19/13, Up 29.87%) It is a distressed lender to the gold industry. 

Bill Harris, CFA RESOURCE BULL on OIL Yes View
BUY FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2014-10-23 $34.600

90% regulated, so it is a good place to seek shelter from the storm. Also, has the advantage of having $4.2 billion of rate-based expansion within their existing asset footprints within the next couple of years. He is modeling EPS growth of around 8%. It has a 53% 2015 estimated payout ratio, so you are going to get paid this nice dividend. There will be some dividend growth. Not too expensive.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
TOP PICK GXE-T Gear Energy Market Call (BNN TV) 2014-10-23 $4.230

Looks like it can grow 20% organically. Great operating numbers.  3 times next year’s cash flow.  The heavy oil price is still sticking in. 

Bill Harris, CFA RESOURCE BULL on OIL Yes View
DON'T BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2014-10-23 $8.540

In the metals business you have to be very specific about what type of company and which metal.  He likes to see them all much less expensive.  Prefers NSU-T.

Bill Harris, CFA RESOURCE BULL on OIL No View
COMMENT HSE-T Husky Energy Market Call Tonight (BNN TV) 2014-10-23 $27.790

A good name. Solid and integrated. Even with WTI oil at $80 and $3.50 natural gas and almost no debt, it is still cheap. 5X enterprise value to discounted adjusted cash flow versus peers at around 7.5-8 times. Dividend is safe-ish at around 100% payout ratio. At these levels, unless you think oil is going to really fall apart, you own it.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
BUY KEL-T Kelt Exploration Market Call (BNN TV) 2014-10-23 $10.210

Went into it from TOU-T because it was a smaller market cap.  More balanced portfolio, low cost operator and great efficiency.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
WATCH LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2014-10-23 $19.900

As China slows they won’t have to construct everything.  They will still need iron and steel, but not in the same quantity.  Competitors in the industry will drive prices down.  It would be a great long term investment if Iron Ore bottoms out.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
SPECULATIVE BUY LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2014-10-23 $3.600

Had previously recommended this, but was basing it on $96 oil with a very reasonable debt (?) to cash flow at 1.5, and this was a very cheap stock. Now with present oil prices, you're going to have a payout ratio of about 143%, which is average, but still higher. Debt to cash flow isn't too bad of about 2.4 versus 3 for the group. For somebody who doesn't mind taking on a little bit of risk, it is probably fine here.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
PAST TOP PICK LUP-T Lundin Petroleum AB Market Call (BNN TV) 2014-10-23 $15.970

(Top Pick Nov 19/13, Down 25.87%)  It is in the North Sea and takes more time than you would think.  They now have to prove they can explore and make cash flow.  It is a fantastic company, however.  Wished he had bought it now instead of when he did.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-10-23 $106.310

He sees 23% earnings-per-share growth and 11% free cash flow growth over the next couple of years. Has modeled them buying back almost 13% of their float over the next couple of years. Q2 was a beat. Margins are improving. There is a European story, but he is somewhat constructive that Europe will make it work. Cheaper than its peers. Yield of 1.56%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
DON'T BUY NKO-T Niko Resources Market Call (BNN TV) 2014-10-23 $0.350

It looks like they are starting to play with pricing in India.  He would stay clear from this kind of situation.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
COMMENT PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2014-10-23 $4.640

Sold a lot of assets, and raised about $1 billion to develop properties in 2015. They are executing very well on their Lindbergh asset. Signed a deal with Husky (HSE-T), so they will get access to market when Lindbergh is up and running. The bad news is, since oil was at $80 and natural gas at $2.50, debt to cash flow does get larger to 3.1 from 2.9. Payout ratio is not horrible, but 146% estimated versus 145% for the group. Expect you will see 15% cash flow growth over the next few years. If we have $80 oil, you can keep this. Probably fine at these levels.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
PAST TOP PICK PHX-T Phoenix Energy Services Market Call (BNN TV) 2014-10-23 $12.300

(Top Pick Nov 19/13, Up 4.37%) It got very expensive so he sold it in the spring. Part of their growth strategy was in Russia.  If it got under $10, he would consider going back in.

Bill Harris, CFA RESOURCE BULL on OIL No View
HOLD PNE-X Pine Cliff Energy Market Call (BNN TV) 2014-10-23 $1.650

They executed the plan flawlessly.  The declining gas price challenges them.  Thinks it is pretty neat.  Prefers TOU because it is a bigger company.  If you are patient with PNE-X in a low gas market it seems they have a strategy for taking advantage of the low gas price.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
DON'T BUY PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2014-10-23 $5.500

Sold some assets for over $300 million. Taking some really important necessary steps. Modeling $80 oil and $3.50 natural gas, its debt to cash flow is still too high at 3.4 times. Priced pretty cheap relative to the group at about 6.4, but not cheap enough. Its payout ratio would rise for its dividend to about 161%. There are better alternatives amongst higher risk names than this.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
DON'T BUY QEC-T Questerre Energy Market Call (BNN TV) 2014-10-23 $0.780

These things are really stuck.  It is the Energy East Pipeline.  Quebec and New Brunswick have put a ban on drilling.  There are a lot of other things we can do now in terms of energy investing.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
TOP PICK ROG-X Roxgold Inc Market Call (BNN TV) 2014-10-23 $0.700

He always likes to be in the gold space, but it has been hard recently.  This is a great way to stay invested in the space. These guys have raised their money and should have the mine in production within 18 months.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
DON'T BUY RRX-T Raging River Exploration Market Call (BNN TV) 2014-10-23 $8.160

Sold it.  Incredibly high margins.  Light oil has come off so the stock came off.  They did an incredible job executing.  But he wondered how much running room they had. How can they grow?  He has done very well on it.  They won’t get acquired if an acquirer can’t figure out how they will grow from here.

Bill Harris, CFA RESOURCE BULL on OIL No View
BUY on WEAKNESS RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-10-23 $33.160

Feels this has a sustainable dividend. Good company. The metric he uses on this is EV to EBITDA, and it trades at about 8.4. Trades at a premium to its peers, but it does have a very solid dividend. Its payout ratio is actually 63%. Solid balance sheet. Thinks they are going to have a very good 2nd half owing to the strength in their tubular good segment and stronger pricing and some demand recovery in their metals services centre. You can buy this on a pullback.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
WATCH SGY-T Surge Energy Inc Market Call (BNN TV) 2014-10-23 $6.580

He sees yellow flags.  As the price of oil comes off you really have to be good at what you do.  Prefers WCP-T.  This one hopes then can have good numbers.  He is waiting to see if they turn out to be a good operator.

Bill Harris, CFA RESOURCE BULL on OIL No View
COMMENT STB-T Student Transport of America Ltd. Market Call Tonight (BNN TV) 2014-10-23 $7.040

A medium risk stock and suitable for income oriented investors. He models its 2014 payout ratio at 89% and 77% for 2015. Thinks they grow their 2014-2016 revenues an average of 10%. Well-positioned to grow by acquisition. This is something you can continue to own and build positions on. Dividend of nearly 8%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2014-10-23 $38.980

He waited 3 years after the Petro Canada acquisition to see if they could digest it.  This now a fantastic investment in the energy space.  Thinks it is a stock he can own for a long time.  It is throwing off free cash flow for the first time.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
PARTIAL BUY TA-T Transalta Corp Market Call Tonight (BNN TV) 2014-10-23 $10.840

Just about everybody that is going to sell this, probably already has. Have recently been plagued by lower Alberta prices and uncertainties surrounding costs of environmental regulations that might be brought. Bottom fishing is very hard to do with stocks because you almost always overshoot. He sees the NAV at $15 a share. He models a 69% 2015 estimated payout ratio. 6.5% dividend is safe. Trades at a 2015 estimated free cash yield of 9.6%. If you can hold your nose, this is one that you can incrementally Buy.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
BUY on WEAKNESS TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-10-23 $54.420

Excellent choice. Good long-term. Doesn't know if he would add any right now. The retail bank is expected to grow in 2015 between 4% and 5%. That's not bad, but the bright spot for all these names is wholesale. Underwriting fees, marketing fees, mutual funds, etc. Those areas may take a step back if the bull market that we have seen gets a little bit challenged. It depends on their guidance and if this market stays sloppy. He is betting that we are not completely out of the woods yet and it is going to be a bit of a bumpy ride. You can add to your holdings at a little bit lower level.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
DON'T BUY TLM-T Talisman Energy Market Call Tonight (BNN TV) 2014-10-23 $7.550

This stock was very unattractive before the oil slide. At oil prices now, balance sheet gets weaker and the cash flow is about 3.9X. Valuation gets pricier, not horrible at 8.3X versus its peers at around 7.5. Dividend is not safe. Prefers others.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
DON'T BUY TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2014-10-23 $53.920

Thought this one got a little bit overdone on the news flow that they would be able to split the company. He owns it and likes it. It is a great company, but he would prefer Enbridge (ENB-T).

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
DON'T BUY VALE-N Vale S.A. Market Call (BNN TV) 2014-10-23 $10.830

There are so many question marks with Iron Ore.  China is so over supplied.  They are not diversified.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
PAST TOP PICK VGK-N Vangrd European E.T.F. Market Call Tonight (BNN TV) 2014-10-23 $53.020

(A Top Pick Oct 2/13. Up 0.59%.) Sold about half at much higher levels followed by another 25% in September. Was concerned about the Russian situation, and that it would affect Germany’s growth.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
BUY VIC-T Vicwest Inc Market Call Tonight (BNN TV) 2014-10-23 $10.100

Constructive on this name. Thinks it is going to have a strong 2nd half from Westfield backlog and continued growth in North American insulated metal panels and a recovery on margins. They have growth in international markets. Have had a continued focus on costs and efficiencies. Thinks the payout ratio is 45% for 2014. This is a higher risk stock.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-10-23 $15.410

Amongst the dividend payers, this is probably the best one to own. Very low debt to cash flow at 1.3. Enterprise value of 7.2 is lower than the group. Payout ratio of 98%, one of the lowest in the group and very sustainable. Going to grow their cash flow per share at 13.9%. If you are convinced that oil can settle in at around $80, you can buy this.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
COMMENT WJX-T Wajax Corp Market Call Tonight (BNN TV) 2014-10-23 $35.780

Have about a 12% backlog, and it is up 12% year-over-year, which is encouraging. Cautious outlook, but he does model a 2014 payout ratio of 90%, so the 6% dividend is going to be pretty safe, at least for this year. 18% of their revenue is tied to oil and gas, so they are not too levered. This is a name that you can buy at $33-$35.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
HOLD WZR-X WesternZagros Resources Ltd. Market Call (BNN TV) 2014-10-23 $0.660

They are right in the middle of the sweet spot of civil conflict (geopolitical risk).  It is completely up in the air.  If you have it and sit on it, it should work itself out.

Bill Harris, CFA RESOURCE BULL on OIL No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-22 $0.020

Markets. Had expected there would be some weakness going into September/October. However, it was a lot more severe than what he was expecting. As a result there has been some technical damage done to the markets, and he wants to see that the support is held in a number of different areas. If not, then he will probably become more defensive in his portfolios. Technically he is watching both the 50 week moving average and the MACD indicator crossing the zero line for the TSX. When the MACD crosses down below the zero line, this is normally followed by more significant down side. If he doesn’t see that breakdown, he’ll probably be in a position where he wants to add back exposure to his portfolios. If he did see that breakdown, he would probably take more defensive action and Sell down. Typically when heading into recession, oil and interest-rate indicators give signs of an economic rollover. Instead of oil spiking up over 80% in a 12 month period, it has gone the other way and is actually a big stimulus to the consumer. At the same time, the spread on interest rates between Short and Long is still very wide. This is a little surprising, and that is why he is concerned about what might be ahead for the markets.

Bruce Campbell (2) CANADIAN CAUTIOUS _N/A View
COMMENT ABM-X Athabasca Minerals Market Call Tonight (BNN TV) 2014-10-22 $1.600

He has a very small position in this. The big business for them is the frac sand market. Most frac sand is being railed in from Wisconsin. Athabasca has a big sand quarry in Alberta where they are doing their preliminary assessment. Strategically located. Has no revenue from this right now. Stock had a big run up as there were expectations of them getting approval for this quarry. Pulled back because everyone is now concerned about the longevity of the energy business and what that will mean for this company. If you have a longer-term time horizon this would be a good entry point. Probably 18 months away, plus they are going to have to do an equity raise for a rail.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
PAST TOP PICK AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-22 $7.970

(A Top Pick Oct 16/13. Up 59.72%.) Sold his holdings. It had broken down from his process. Provided the economies stay strong, airlines should continue to do well, especially now that they have added in the baggage fees.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-10-22 $55.540

(A Top Pick Oct 16/13. Up 46%.) He held this all the way to the top of its run. Technically it broke down so he sold his holdings in the mid-$70’s. He acquired some more in the $62 range plus more in the last week. The growth is still there. Just made another acquisition in Toronto. Trading at around 15-16 times earnings.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-10-22 $35.840

(A Top Pick Oct 16/13. Up 55.79%.) Wouldn’t be surprised if they made another acquisition. They are pretty disciplined in what they do. He continues to hold it and is comfortable with it.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2014-10-22 $31.280

Thinks there is a lot of room for this company to continue to grow. Acquired Poker Stars last summer and are now starting to expand out into other casino games. They are still not in the US or Canada, but thinks that is probably coming fairly soon. Looking to get approval in New Jersey beginning in November. That should hopefully open up the way to other US markets. Trading at pretty steep valuations right now and have a lot of debt.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-22 $37.110

Feels the dividend, even at current oil prices, is fairly sustainable. Their all-in production costs and payout ratio is probably just slightly over 100% at this level. Hasn’t owned this for a while because he prefers other dividend stocks such as Surge (SGY-T) and Cardinal Energy (CJ-T). Crescent Point seems to be continually issuing stock as they buy more companies.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
TOP PICK CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2014-10-22 $39.480

Management team has pretty well done everything that they said they would. They continue to drive the numbers. There is probably more in it from an acquisition standpoint. Has a small dividend as well. Trading at 28X earnings, which is not cheap, but is growing at a fairly significant rate, and that ratio will come down over time.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT DHX.B-T DHX Media Market Call Tonight (BNN TV) 2014-10-22 $8.800

Had sold his holdings way too soon. Obviously valuation is very rich. If you are a long-term holder, 5 years plus, it is probably a good holding and the valuation won’t matter as much. They’ll probably end up selling this, but in the meantime they just continue to accumulate more library content.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT EH-T easyhome Market Call Tonight (BNN TV) 2014-10-22 $23.390

Management has done an excellent job of executing the way they said they would, and if anything, have exceeded his expectations. They continue to grow out the financial side of the business. The leasing side really isn’t doing a whole lot, but is just continuing to do what it has done. They recently secured some more financing, which allows them to build their loan book out, which would take them out to 2016. If everything continues to grow economically, it is one that he really likes. This is unsecured lending, so if the economy turned down, it would probably be hurt more than other lenders.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
BUY ELW-X Elkwater Resources Ltd Market Call Tonight (BNN TV) 2014-10-22 $0.380

Had recommended this a couple of months ago, and at that time they didn’t have much except for a management team. Have now made the acquisition that he had been looking for so now have production. With the technical and management team they have in place, he really likes this. They have oil coming out of the ground now as well as an inventory of drilling locations.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
Showing 1 to 60 of 133,207 entries
First Previous 1 2 3 4 5 Next Last