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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) 2015-09-02 $0.020

Markets. The action in the last month or so is an inherently healthy process. Bull markets really do climb a wall of fear, and while the US market has been strong for a couple of years, it really hasn’t had any fear to counterbalance it. The playbook that central banks have is to flood the system with liquidity, and that just means the market continues on for another couple of years very, very strong. He has been very, very light on energy, and almost entirely absent on resources.

Brendan Caldwell CANADIAN VALUE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-09-02 $0.020

Currencies. The majority of the damage has been done to the loonie. It is going to be a while before the Cdn$ recovers. Thinks we will see a $.70 dollar, before we see a $.80 dollar. We are the only normal petrocurrency globally, the only country producing oil and has a currency worth talking about. Unless you think oil is going back to $70, our dollar is not going back to parity.

Brendan Caldwell CANADIAN VALUE BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

Markets.  Recently visited Calgary and found the mood was very pessimistic. Lots of companies cutting back and laying off staff, and trying to rationalize costs. Feels we are close to bottoming which is a good sign. Lots of people laid off, mood was very grim,. Housing hasn't been very impacted very much. Restaurants aren't very busy. Not great in Calgary.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

 

Supply/Demand in the US. Inventory numbers are higher than expected. IEA showing that Q2 was the highest, oversupplied period that we had, over 3 million barrels in supply, but now we are getting closer to the 1.5 million dollar supply level. The good thing is that the US is finally pulling back in producing. Feels we are past the worst part of the oversupply situation.


Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

 

 

How to pick the right companies in the energy sector? Recommends modelling them and looking at the commodity price. Look at their net-backs, their operation margins. Look at their cash flow and see if they are able to meet all the obligations for that cash flow. Look at that stress test to help determine how they are able to meet that stress in different environments. Look at their debt level and credit level.



Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

Market.  The market is throwing the baby out with the bathwater now, and this is where you get the chance to pick up some great quality companies, that have been oversold.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT ABX-T Barrick Gold Market Call (BNN TV) 2015-09-02 $8.880

Feels the strong US$ could push gold lower. This company has been beaten down tremendously. As a conservative gold play, he prefers Franco Nevada (FNV-T). For a more pure play, in case of a turnaround in gold, he would prefer something like Detour Gold (DGC-T).

Brendan Caldwell CANADIAN VALUE BULLISH No View
PAST TOP PICK AGT-T AGT Food & Ingredients Market Call (BNN TV) 2015-09-02 $28.700

(A Top Pick Nov 12/14. Up 6.29%.) He really likes the food business. It is both stable and growing. This one specializes in non-meat proteins, one of the fastest-growing parts of the business.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-09-02 $41.160

Had owned this for some time, but switched to Tricon Capital (TCN-T). His concern was that the company might be somewhat vulnerable to a rise in interest rates in the US. Also, ownership is a little bit complicated. (See Top Picks.)

Brendan Caldwell CANADIAN VALUE BULLISH No View
TOP PICK BNK-T Bankers Petroleum Market Call Tonight (BNN TV) 2015-09-02 $2.050

Has been working very hard on their top line as well as their cost structure. Their margins have been improving as a result. A very solid business with an excellent balance sheet. That's not going bankrupt in this environment.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
PAST TOP PICK BNK-T Bankers Petroleum Market Call Tonight (BNN TV) 2015-09-02 $2.050

(Past Top Pick, Feb. 12, 2015, down 38.25%)  Still owns. They are liquid and there is a lot of torque to the oil prices. They will do very well in the rising oil price or the falling oil price. The management has done some terrific things in terms of cost management, which will protect the core business of the company.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-09-02 $58.400

Canadian Banks have been under a fair amount of pressure in the last while because of a feeling they are going to be exposed to the energy sector. You could see loan losses as much as double if energy prices don’t perk up north of $50. Of the Canadian banks, Royal Bank (RY-T) has the least exposure. Scotia is the most international bank. With the International volatility, there have been some foreign-exchange issues. Doesn’t think you are going to go too far wrong with any of the Canadian banks. Dividend yield of 4.8%.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
COMMENT BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $6.980

Good company to be in, but depends on what you are looking for. Recently, suspended their dividend. Unlikely that the dividend will come back soon. Likes their assets in the Eagle Foot. Sees a lot of torc for this company, a lot of growth in terms of getting production back up once commodity prices go back. It is a safe place to be in this environment. 

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-09-02 $176.950

(All 3 picks are focused on benefiting from the US$.) This is a Canadian company that is in labels, and are the best in North America at this. They have both intelligent acquisitions and organic growth. Dividend yield of 0.85%.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
HOLD CDV-T Com Dev International Ltd. Market Call (BNN TV) 2015-09-02 $4.930

A really, really interesting company in terms of the commercialization of space. It has come off in this recent market. Virtually every satellite that goes up in the Western world has a Com Dev component in it. We are currently on the cusp of the commercialization of space. This company has the ability to benefit from a lot of the programs that are being proposed.

Brendan Caldwell CANADIAN VALUE BULLISH No View
BUY CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2015-09-02 $9.640

Likes and owns it. Is a good quality company. They have done very well in amassing assents, to replace their production runs. The reason the stock is down, is their operating costs are a little high, which means it's difficult in this environment. But they have really solid payout ratios.  A great place to hide, you can wait for opportunity and you get a nice dividend.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
COMMENT COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2015-09-02 $6.780

It has been a good company. She likes the syn-crude asset, but it is a mature asset right now. So this has been really hurting them. They have been putting a lot of capital into this asset. Doesn't think there is much upside here. Also, they have a lot of debt right now. She is cautious on this stock.

 

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $16.150

Div $0.10 yield 7.48% Recently cut it's dividend in half. She is happy with this, since it doesn't really help with growth.  Feels that it is good that they rationalized the dividend/payout ratios. Great assets.  A good management team as well. It's at a very very low level, so now is the time to buy. They added at $13 or so.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2015-09-02 $123.000

Canadian Tire (CTC.A-T) or Dollarama (DOL-T)?  Both companies have some headwinds. If he had to pick, it would be this one. Longer-term they have shown tremendous adaptability. The headwind from a weak Cdn$ makes imported products for the stores more expensive. Thinks it will affect Dollarama more.

Brendan Caldwell CANADIAN VALUE BULLISH No View
PAST TOP PICK DH-T DH Corporation Market Call (BNN TV) 2015-09-02 $40.900

(A Top Pick Nov 12/14. Up 15.79%.) No longer in cheques, but helps companies automate billing and accounting processes.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2015-09-02 $77.070

Canadian Tire (CTC.A-T) or Dollarama (DOL-T)?  Both companies have some headwinds. If he had to pick, it would be Canadian Tire. Longer-term they have shown tremendous adaptability. The headwind from a weak Cdn$ makes imported products for the stores more expensive, but thinks it will affect this one more.

Brendan Caldwell CANADIAN VALUE BULLISH No View
COMMENT ECA-T Encana Corp Market Call Tonight (BNN TV) 2015-09-02 $9.070

Trying to transition from an gas to oil manufacturing company, but with the prices so low it is difficult. (needs the capital). Has had some hiccups along the way. Is going to be challenged for some time.

Swanzy Quarshie OIL & GAS UNKNOWN No View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2015-09-02 $10.040

Dividend could be cut again. It's a great company just because of their royalty structure, but she prefers PrarieSky. But it's a great way to play the current economy because they have a bit of a cushion with their royalty structure.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT HCG-T Home Capital Group Market Call (BNN TV) 2015-09-02 $26.760

Ever since the financial crisis, Americans have been predicting the Canadian housing market was going to have a great collapse. It still hasn’t happened, but enough people are believing it could that it is causing this company to be weak. There is going to be weakness in Alberta and some of the other energy producing areas, but in terms of the other areas, he doesn’t think we will see the same sort of weakness.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
TOP PICK HWD-T Hardwoods Distribution Market Call (BNN TV) 2015-09-02 $17.450

(All 3 picks are focused on benefiting from the US$.) This is in the business of premium hardwood. They have high margins. Home-improvement is going to be a big thing.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
DON'T BUY LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2015-09-02 $0.410

Is one of the most troubled companies in the business right now.  It makes sense to upgrade the company right now. The company had an takeover rumour, which doesn't make sense because the stock is going lower. This indicates that the public doesn't believe in the rumour. Doesn't recommend buying based on the rumour.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
PAST TOP PICK MAL-T Magellan Aerospa Market Call (BNN TV) 2015-09-02 $16.890

(A Top Pick Nov 12/14. Up 20.99%.) There has been tremendous growth in the airline business. A wonderful Canadian story. Thinks it is going to be a continuing growth story going forward.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
HOLD MBT-T Manitoba Telecom Services Market Call (BNN TV) 2015-09-02 $28.740

The telecom sector has been in a consolidation process for a while, and he thinks it will continue. Cable companies and telephone companies are going to be gobbled up. There is going to be competitive pressures. Dividend yield of 4.5%.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
COMMENT MEG-T MEG Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $10.200

Are having a strategic review to get rid of the debt.  Good company.

Swanzy Quarshie OIL & GAS UNKNOWN No View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-09-02 $63.620

He has been lightening up in the sector. The information he is getting is that while sales are good at the car companies, the cars distributed out to the dealers are sitting on the lots

Brendan Caldwell CANADIAN VALUE BULLISH No View
COMMENT NA-T National Bank of Canada Market Call (BNN TV) 2015-09-02 $42.120

This has a larger exposure to the energy sector than what you would think, although they are a Québec based bank. 4.9% dividend yield. He would prefer others.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
COMMENT NBZ-T Northern Blizzard Resources INC Market Call Tonight (BNN TV) 2015-09-02 $4.810

They like the company. Be cautious, they are hedged, which will roll off next year, like everybody else, but the upside is great because they are a really cheap stock right now.  Yield is 10%. They own in a small way.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
WAIT PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2015-09-02 $1.640

Doesn't think it's a sinking ship, they have put a lot of money into the oil sands and are there now, however with the oil prices it's not paying off as much. They need to pay for the project somehow which is why the dividend was cut.  She would wait before getting involved in, but it's one worth watching.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT POU-T Paramount Resources Market Call Tonight (BNN TV) 2015-09-02 $13.030


Will Paramount Resources survive? They will survive. They are a very good quality company. Mainly natural gas. She is cautious on natural gas companies. They got great quality assets. They have their own infrastructure they have worked hard on. They have had some 3rd party curtailment which has hurt their production, pushed their cash flow profile out a few months or few quarters. Overall, she doesn't think this is a company at risk. They have a lot of debt, but because they have a nice cash profile with core assets, investors are safe with this name.

 

Swanzy Quarshie AGRICULTURE, DIVIDEND & FIXED INCOME UNKNOWN Unknown View
TOP PICK PSK-T PrairieSky Royalty Market Call Tonight (BNN TV) 2015-09-02 $25.290

Div 0.11 yield 4.54% It's great to have a portfolio because you can then diversify. They don't have as much risk as the companies that do it all. They won't be doing as much exploration right now, but with higher oil prices will do well.  Lots of cash on their books, lots of assets. They will end up stronger.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
PAST TOP PICK RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2015-09-02 $7.980

(Past Top Pick, Feb 12, 2015, down 5%) Recommended at 8.40 now 7.98.  Has held up pretty well.  "Is a darling", This is one company that you will see good things to come, in years to come.


Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT RY-T Royal Bank Market Call (BNN TV) 2015-09-02 $71.330

The best bank in Canada. They have the least exposure to energy right now. They are notorious for cutting costs and keeping costs low.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2015-09-02 $2.790

She owns it and likes it. They have done some things that have helped them prepare for this environment. They sold some assets to Torc Energy(which she owns and likes). This helped their balance sheet. They have cut costs. Their pay out ratio looks good right now even though their yield is high. It is one that has a safe dividend. 

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
COMMENT SKX-X Striker Exploration Corp Market Call Tonight (BNN TV) 2015-09-02 $1.230

They have great assets. They are a Belair river company. If you are interested in this own it in a small way and pick at it as you go along.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $2.300

They like it and are invested in it.  A great quality company.  It's been hurt a lot because it's a smaller company, and smaller companies are the first to be sold off when the economy goes bad.  It's not likely to pay a dividend anytime soon.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
COMMENT SRX-X Storm Resources Ltd. Market Call Tonight (BNN TV) 2015-09-02 $3.900

She likes it. They are exposed on natural gas and station two prices which are a bit weak for another quarter or so.  But other than that, if you are looking for long term growth in natural gas this company does provide that.  A great quality company, but in this environment you have to be cautious.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
DON'T BUY TBE-T Twin Butte Energy Market Call Tonight (BNN TV) 2015-09-02 $0.370

She no longer owns it. She would be cautious of it.  Issues with their assets being too thinly, too rationalized. Investors have shied away from too much. Doesn't support their dividend long term.

Swanzy Quarshie OIL & GAS UNKNOWN No View
TOP PICK TCN-T Tricon Capital Group Market Call (BNN TV) 2015-09-02 $11.450

(All 3 picks are focused on benefiting from the US$.) Expects there is going to be a lot more growth in the Sunbelt stretching from Florida to Texas and down through California. This is a property developer in communities where there is much higher growth in employment. Population has been increasing faster than the US as a whole. Dividend yield of 2.12%.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT TET-T Trilogy Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $4.270

Buying at $4 is a good place to wait out the economy.   Be cautious there is a lot of volatility.

Swanzy Quarshie OIL & GAS UNKNOWN No View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2015-09-02 $308.450

Along with every other “value” manager, he has been wrong on this in is much as this stock has been going up and up and up, and defying gravity. This is not a value stock. The leverage that they employ is considerable. This is stretched in terms of valuation.

Brendan Caldwell CANADIAN VALUE BULLISH No View
PAST TOP PICK WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-09-02 $10.880
(Past Top Pick, Feb. 12, 2015, down 17.79%.)  Thinks it's a great company, but it has been hurt by the fact that it's a dividend payer.  Thinks they will be a survivor in this market.  They haven't had to cut their dividend yet, and doesn't think they will. Their hedges will roll off in 2016, and that might effect things if the commodity prices don't change. Their yield is good and that reflects the stockholders confidence in the company as well as their dividend.
Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-09-01 $0.020

Markets. We haven’t seen a correction since 2008, and we are finally in one. The market is just adjusting to new levels. Every day investors are being buffeted by news, whether it is Europe, the slowdown in China, Canadian energy pressure, and even fears about possible interest rate hikes in the US. This comes at a period when valuations were getting a little bit stretched. We are seeing adjustments, and adjustments are never smooth. Thinks we could be in this period for a little while. In this sort of environment, he is picking up companies that he already owns or would like to own, with a predetermined price he has in mind to either initiate or nibble away at a position. This is a real opportunistic market, and a time when you should be positioning portfolios for the next 3-5 years. He has small positions in both energy and mining.

Michael Sprung CANADIAN LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-01 $0.020

Markets. She finds this correction no different than most corrections. This cycle is obviously different than previous ones in the sense that it is much shallower and the growth is much slower, but the stock market is going to reflect that. Historically in the cycle you buy defensive names, and you slowly rotate into more cyclical names. She is not 100% sure this is the kind of cycle we are going to have this time, but other than that the market is flowing around, not unlike others cycles. Because it is such a slow growth cycle, it will be reflected in what kind of stocks do well. China problems are a big part of why we are having this correction. She is pretty much ignoring and not investing in energy and mining.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-01 $0.020

Canadian Banks? Earnings were better than what she had expected. The reality is that US investors are basically Shorting our banks, which is why they can’t get any love. The Shorting has been great for them. They made a lot of money on the currency if not necessarily on the banks. Fears about exposure to the oil industry, the possible collapsing of the Toronto and Vancouver real estate market; all of those things are why the US investors are Shorting. As long as they continue to insist on Shorting them, she would stay away.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-01 $0.020

Gold. This has been under pressure because it trades off the US$, and the strong US$ has made gold less attractive. It is not a bad counter trade against the equities in the last little while. On very weak equity days, gold has been strong. (She has a little bit of Detour Gold (DGC-T).)

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
BUY AC-T Air Canada (B) Market Call Tonight (BNN TV) 2015-09-01 $10.800

This is not a growth stock, so it does not fit into her portfolio. Have done a great job in cutting costs. The stock is ridiculously cheap. If you buy Value, this is probably a good stock to own here. She doesn’t buy Value, she buys Growth.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
BUY on WEAKNESS AGT-T AGT Food & Ingredients Market Call (BNN TV) 2015-09-01 $28.280

Fundamentals have been changing and improving. Have really been expanding in their ingredients line, particularly with respect to pulses. This is a good one to hold on to. He would be buying under $25.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
COMMENT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2015-09-01 $28.280

As with any food companies, you have risks such as weather and pests. This company has done really, really well. Last quarter when they reported, they were disappointed because they had pretty well been sold out of their inventory and were waiting for the new crop, which is coming soon. There is huge demand for pulses globally. The attractive part about this company is that they are processing the pulses to come up with special products that food companies used to produce new gluten free products.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Unknown View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-09-01 $56.700

(A Top Pick Aug 20/14. Up 84.03%.) Just reported and the numbers were terrific. Good management team. Their US business was incredibly strong. US same-store sales were up over 5%, which was way above what people were expecting. In an environment that is this difficult and this low, there is nothing wrong with getting growth by acquisition.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
WAIT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-09-01 $19.500

Really likes management. There are 2 industries they service, oil/gas and municipalities. Because of the oil and gas uncertainty, she is staying out of this until she sees a bottom in energy. It would be one of the names that she would be very happy to buy back.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN No View
TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-09-01 $58.220

For all Canadian banks, the diversity of their businesses has balanced them out within the current environment. This one is no different, except that it has more international exposure, and their Canadian operations have more than made up for the weakness. Have one of the strongest capital bases in the banking industry. You are getting a little more ROE for a little bit less money. Dividend yield of 4.70%.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
TOP PICK BYD.UN-T Boyd Group Income Fund Market Call Tonight (BNN TV) 2015-09-01 $64.290

Collision repair. 90% of their business is in the US. They are launching an efficiency drive. Margins are below the industry margins, so if you believe they can get their margins to an industry norm, then you are certainly looking at a decent earnings growth over the next couple of years. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.77%.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-09-01 $176.200

(A Top Pick Aug 20/14. Up 52.17%.) This reports in Cdn$, so the US and European businesses are huge beneficiaries. They are growing their top line and are continuing to make tuck in acquisitions, and there are lots of acquisitions they can still make. This fits into the theme of a quality company that continues to do well. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.85%.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Yes View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2015-09-01 $28.390

Considers this to be one of the better run production/exploration companies in Canada. Sees them doing more and more with the turnaround at their Horizon facility. At these prices, this is going to be a very, very good buy for the long-term. Dividend yield of 3.25%.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-09-01 $16.090

Reducing the dividend was a wise move in this environment. This is one of the better managed companies with one of the greatest areas to develop in terms of the number of drilling opportunities they have going forward. Very efficient operators. Thinks the dividend, for the time being, is fairly safely covered. Would not be selling, but if anything, would be looking at it as an opportunity.

Michael Sprung CANADIAN LARGE OPTIMISTIC Yes View
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