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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) 2014-08-20 $0.020

Markets. Because this is such a slow recovery, she thinks it is going to be much longer than what we are used to, so she is not really concerned. Seasonality is not great as we have had lots of corrections in past Sept/Oct. Geopolitical events correct markets, but for really, really short durations. We are still more sensitive, since 2008, to financial events as opposed to geopolitical events. Central bank leaders have suggested that increases in interest-rats is going to be slow, so people are not really worried.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-20 $0.020

Markets. We haven’t had a meaningful correction since the fall of 2012. What we have just gone through over the last few weeks is what we have seen numerous times, 3%-5% corrections and everybody expecting it to be the big one. There is so much liquidity on the sidelines that people are stepping in when they get any opportunity. It will end someday, but none of us really know when. Looking at investors sentiments, there is still fear in the environment. For example, bond buying still trumps equity buying, which is quite surprising to many people. Statistics show that there are more aggregate dollars purchasing bonds than equities, and he thinks that is a very good thing. He would look to industrials, technology and healthcare as being areas that have the wind at their back, in terms of natural or organic growth.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-20 $0.020

Shorts. When you see a high short position on a security, 1) what is a High Short position and 2) how does that affect your view of the investment? A High Short position is generally an opportunity, because you have buying powers. If the company does well, then those shorts have to be covered, which is fuel for higher prices. You make your decision and then you live or die by it.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2014-08-20 $100.570

He has been a long time holder of this stock. Even though it is at an all-time high, if you look at the fundamentals it is not expensive. They are spinning off a tremendous amount of cash. Post Steve Jobs they have done a 180 in terms of capital allocation. Very, very shareholder friendly by buying back shares at a rate of about 6% float per year. This is an all round good investment.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
SELL ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2014-08-20 $55.060

(Market Call Minute.) This is a spin off from Abbott Labs (ABT-N). What concerns him is that they own Humera, a great drug, but it is coming off patent in 2016 and represents about 65% of their business.

Gordon Reid US EQUITIES OPTIMISTIC No View
DON'T BUY ABX-T Barrick Gold Market Call (BNN TV) 2014-08-20 $20.540

Gold has come back from last year’s death. She still thinks it is probably bottoming here and you are not going to see a huge amount of movement. There has been so much geopolitical turmoil and yet gold hasn’t really responded much. This company is not her favourite. It is large and has been restructuring and will probably spend another year restructuring. If you need to own gold, she would go into something smaller.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-08-20 $71.500

(A Top Pick Sept 27/13. Up 93.95%.) Recently had a dip, which is really unjustified. The bottom line missed by a few pennies, because they had made 8 acquisitions in the last quarter. Historically they make about 1 or 2 a year. Therefore SG&A (?) costs were higher with 8 acquisitions. Legal and accounting costs will be higher. She would overweight the stock in a portfolio as she has huge expectations for it.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
PAST TOP PICK AD-T Alaris Royalty Market Call (BNN TV) 2014-08-20 $32.780

(A Top Pick Sept 27/13. Down 5.52%.) Made an acquisition of a company that serviced and installed Sears products, which declared difficulty shortly after. Because of that, she sold her holdings.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
TOP PICK AEGN-Q Aegion Corp Market Call Tonight (BNN TV) 2014-08-20 $24.320

They have a technology for coating/protecting pipes. Trading at about 15X earnings. Management is very excited about their book building. Have quite a backlog. He thinks earnings will accelerate in the future, which would drive the stock price higher.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2014-08-20 $52.000

A stock issue was oversubscribed, which is why they stock price increased to the $51 level. Announced a deal with Painted Pony (PPY-T) that gives Altagas the right to market their gas from the Montney play. This whole sector has been really, really hot. You have high dividend yields and good growth. She is reluctant to recommend it as the valuations are high. 3.9% dividend yield. A good, long-term story.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
BUY ALR-N Alere Inc Market Call Tonight (BNN TV) 2014-08-20 $34.810

(Market Call Minute.) Just recently had slightly disappointing earnings, but they are concentrating more on the professional market. 

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-08-20 $30.940

Rumoured to be interested in acquiring China’s Sinopec, but it would be a very odd thing for them to do. They are conservative acquisitors. They do have an acquisition strategy, which they have been employing, and which seems to be paying off. Last year they entered Europe, and from what she understands, are now going to consolidate in Northern Europe. They are not crazy about Southern Europe. This should allow for many more years of growth. Yield of 0.52%.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
COMMENT AVO-T Avigilon Corp Market Call (BNN TV) 2014-08-20 $18.500

Has dropped sharply since the release of results. The CEO’s focus is on growth at the expense of profit, ramping up huge expenses. To be fair, management has been going around for the last couple of quarters, saying “we are investing in a business and we want to capture growth while our offering is unique and while we don’t have competition”. Margins did come under pressure, probably a little more than even she would have expected. Also, the Cdn$ having increased in the last quarter, is probably more negative for them than any other companies that she covers. They hardly have any sales in Canada. Stock is inexpensive and they did have 66% revenue growth.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-08-20 $15.520

There is really no catalyst. Loan growth is picking up a little bit, but margins and the net interest margin, because of the flat yield curve, just isn’t there. They keep getting fined and you wonder when it is going to end. He has been looking at this, but just hasn’t pulled the trigger. There will be a time in the cycle when banks will start to do well and there will be some good upside. His choice in banks, after doing his research, is more in Citigroup (C-N) because they are more behind the curve which gives him more opportunity.

Gordon Reid US EQUITIES OPTIMISTIC No View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2014-08-20 $29.040

Had disappointed in their last quarter, so there is a correction happening. Margins had suffered. Their growth has been phenomenal and they have had to hire more people, so training costs have gone up. The company has announced that they are going to go from 5 trucks to 4 trucks in manufacturing. A lot of people interpreted it as deceleration of growth. Her interpretation of cutting back on production would be that they want to catch up. Three years down the road they are going to be back to 5 or 7 trucks a week. Doesn’t feel the stock is going to go anywhere in the next quarter, because you have to see that the margins have been improving and you won’t see that until the next 2 quarters. During this time, you have ample time to Buy the stock.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
PAST TOP PICK BYD.UN-T Boyd Group Income Fund Market Call (BNN TV) 2014-08-20 $46.620

(A Top Pick Sept 27/13. Up 66.24%.) Still loves this. One of the few high-growth companies that didn’t disappoint on the bottom line. Renegotiated the deal on paint supplying, so you can expect better margins for the next few quarters as the cheaper paint supply gets through to their bottom line.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2014-08-20 $117.010

Historically this company had been missing their quarters, but now are growing by acquisition. Concentrating on labels that are high quality ones where there’s not too much competition. This would be into wines, pharmaceuticals and much higher design and colours, etc. yield of 1.04%.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
HOLD CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2014-08-20 $104.150

Banks have been really good. Valuations are fair. This is not her favourite bank, but switching to another bank is not worth it.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
SELL CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-08-20 $24.710

(Market Call Minute.) A slow growth business and not doing well on their main business of routers and switches.

Gordon Reid US EQUITIES OPTIMISTIC No View
TOP PICK DAN-N Dana Holding Market Call Tonight (BNN TV) 2014-08-20 $23.850

Auto parts. The auto industry is continuing to recover and thinks they will do well into the future. Have a broad cut-out of very good customers. Coming out with products that, from a technology standpoint, are better. They are lighter, which has implications from a fuel economy standpoint. Trading at a nice multiple and it has growth opportunity.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY DD-N DuPont Market Call Tonight (BNN TV) 2014-08-20 $66.220

(Market Call Minute.) Slightly disappointing numbers on the agriculture seed side of their business. They are really a new technology type of seed company.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT DHX-T DHX Media Market Call (BNN TV) 2014-08-20 $7.440

Growth has been phenomenal. It fits into the theme that she likes, i.e., growth by acquisition. Because we are in a slow growth environment, she loves companies that are making acquisitions. This has been a phenomenal example. She feels the company will sell themselves at the peak of the cycle.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
BUY EH-T Easyhome Market Call (BNN TV) 2014-08-20 $24.400

It used to lend out furniture, and that sort of came to an end. Now it is into a new business of making loans. There are a couple of companies exiting that business, so they are capturing that market share. She wouldn’t own a huge chunk of the stock, but she loves the growth. Over the next couple of quarters, they can capture a lot of the market share.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2014-08-20 $74.810

Looking very interesting. 1.35 billion active users and 1.4 million advertisers. They are becoming more than what we saw them as, a social media, and are really getting a lot of traction on the advertising side. Looks like they could be another Google (GOOGL-Q) so there is good opportunity. The downside is that they are trading at $75 and have $1.50 in earnings, so the multiple is extreme. With these situations, you generally see companies growing into their earnings. Watching it carefully.

Gordon Reid US EQUITIES OPTIMISTIC No View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2014-08-20 $26.360

General Electric (GE-N) or United Technologies (UTX-N)? In terms of a structured business plan, UTX is a little further ahead. However, for the past 10-15 years, GE has been quietly reorganizing and making good strides. Reducing their exposure to the financial side which cause them so much trouble in 2008. They are also trying to get out of the appliance side. This would leave them as a true industrial. (See Past Picks.)

Gordon Reid US EQUITIES OPTIMISTIC Yes View
PAST TOP PICK GE-N General Electric Market Call Tonight (BNN TV) 2014-08-20 $26.360

(A Top Pick Aug 20/13. Up 14.81%.) (See comments under GE-N.)

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT GM-N General Motors Corporation Market Call Tonight (BNN TV) 2014-08-20 $34.530

Thinks this is a good opportunity. Expect we will see the run rate for production go from 16.5 million units up to 18-18.5 million before the cycle ends. There is good opportunity in Europe. Comparing this to Ford (F-N) the fundamentals are similar with Ford having a little more exposure to Europe. GM has the overhang of recalls while Ford doesn’t. Expects that 3-4 years from now they will both have done reasonably well.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
COMMENT HD-N Home Depot Market Call Tonight (BNN TV) 2014-08-20 $90.750

Great management team. A wonderful place to sit and allow the housing recovery to mature. Very pleased with their earnings.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
SELL JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2014-08-20 $57.640

(Market Call Minute.) He is just not ready to get into the money centre banks.

Gordon Reid US EQUITIES OPTIMISTIC No View
BUY on WEAKNESS KEY-T Keyera Corp Market Call (BNN TV) 2014-08-20 $95.960

The stock has taken off after it reported last quarter. They had one of the best beats in a sector by far. This is one of her favourites. She would wait for a pullback, but she can’t guarantee that there will be one.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
DON'T BUY KRFT-Q Kraft Foods Group Market Call Tonight (BNN TV) 2014-08-20 $57.080

Historically these types of companies have paid out a good amount of their retained earnings in the form of dividends. What concerns him about this company is that with the split, this company got left with the slow growth, stodgy part of the business, and Mondelez (MDLZ-Q) got all the sugar stuff. This is trading at around 18 times which seems a little pricey to him for quite a slow growth situation.

Gordon Reid US EQUITIES OPTIMISTIC No View
TOP PICK LNR-T Linamar Corp Market Call (BNN TV) 2014-08-20 $64.100

Like this company because they have been beating their quarters. They supply parts for power trains. Every car manufacturer has to be upgraded in power trains because of all the mandated fuel efficiency requirements. This is huge in Europe and the US and will obviously be huge in Asia as well. Also, has the Skyjack division, which works well for the late cycle as it is in the industrial sector. Yield of 0.63%.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
COMMENT QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2014-08-20 $76.439

He is concerned about their situation in China, which involves some providers not honouring the licensee agreement and paying the royalties. This of course is their bread-and-butter. He has looked at other similar situations with this company, and it seems there have always been negotiated resolutions. The real risk is if it becomes more of a trend than a one off. He is watching this very carefully.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
DON'T BUY RIG-N Transocean Inc. Market Call Tonight (BNN TV) 2014-08-20 $38.720

When looking at drillers, you have to ask about utilization rates. You also have to look at day rates, how much they’re getting for their rigs. The whole industry has been in a bit of a downward trend and he thinks it has gone too far. It is sort of built on the fact that it is very, very costly to do offshore drilling and we have greater and greater opportunities for energy recovery on land based facilities. There will be an opportunity for these companies. His favourite is Ensco (ESV-N), which has the youngest fleet. Also, they made a very strategic buy of Pride at the depths of the last cycle. Because they have the youngest fleet, the utilization rates tend to be higher because they are not in dry dock for repairs as often. Trades at about 10X. Pays a 5.9% dividend. 

Gordon Reid US EQUITIES OPTIMISTIC No View
COMMENT RY-T Royal Bank Market Call (BNN TV) 2014-08-20 $81.600

Does a larger market capitalization over a smaller bank slow its growth? Generally that is correct. The larger the company, the harder it is to generate growth, but in banking it is not necessarily a huge detriment. In fact, people feel more comfortable with larger financial institutions. She likes this banks mix of business better than other banks.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
HOLD SAP-T Saputo Inc. Market Call (BNN TV) 2014-08-20 $65.710

This fits perfectly into her “growth by acquisition” theme and they have been very good historically at making accretive acquisitions. This is in the food sector, so it is not cyclical. Not cheap. Until they make another big acquisition, you’re probably not going to see a huge move in the stock. If this had a 10%-15% pullback, she would probably buy it.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
BUY SJ-T Stella-Jones Inc. Market Call (BNN TV) 2014-08-20 $31.300

She loves this company. Great management. It fits into the infrastructure theme where a lot of the rail ties have to be replaced. Rail traffic has been increasing. Last quarter was a little weaker, because the cost of treated wood rose. The stock market did not react to it. Next quarter also might not be fantastic. Growth for the next couple of years is fantastic. They also grow by tuck in acquisitions.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Unknown View
DON'T BUY T-T Telus Corp Market Call (BNN TV) 2014-08-20 $38.680

We have had issues in Canada on telecoms, with the government looking like they want a 4th player, which doesn’t make a lot of sense. At this point, you don’t know exactly how the government will interfere or what they will mandate for the incumbents to be doing. Not her favourite sector, but this is the best one of the lot.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Yes View
HOLD TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-08-20 $25.500

On the Canadian scene, this has been suffering more than others because a large percentage of their sales is in coal, which has been under pressure. She would assume that the coal price has bottomed. Realize that the resource sector, especially mining, is generally a late cycle sector. As we are getting towards the late cycle, you are probably okay to own this, but please don’t forget to Sell when you are at the top of the cycle.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC Unknown View
PAST TOP PICK TEN-N Tenneco Inc. Market Call Tonight (BNN TV) 2014-08-20 $65.230

(A Top Pick Aug 20/13. Up 37.33%.) 15X earnings for a company doing what they are doing, is not excessive. Thinks there is more opportunity and organic growth and multiple revision.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
DON'T BUY TRP-T Trans Canada Corp Market Call (BNN TV) 2014-08-20 $57.000

This is her least favourite pipeline. Doesn't feel there is any more money to be made in the stock over the next year.

Veronika Hirsch CANADIAN & ALTERNATIVE OPTIMISTIC No View
TOP PICK TWX-N Time Warner Inc Market Call Tonight (BNN TV) 2014-08-20 $77.020

Up 33% in the last year. This has long term great opportunities. He is happy with this one long-term. Stock will trade over $100.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT UPS-N United Parcel Services Market Call Tonight (BNN TV) 2014-08-20 $98.800

An interesting company because it really is a proxy on the economy. It is about 60% domestically based and tends to be more ground than air versus FedEx (FDX-N). What bothers him a little bit is the multiple. It is trading at 19-19.5 times earnings. It just doesn’t seem to have a lot of upside from that standpoint, and some risk that it might fall back to a normalized trend in the 15-16 range.

Gordon Reid US EQUITIES OPTIMISTIC No View
COMMENT UTX-N United Technologies Market Call Tonight (BNN TV) 2014-08-20 $109.710

General Electric (GE-N) or United Technologies (UTX-N)? In terms of a structured business plan, this company is a little further ahead. They own Carrier, Otis and Pratt & Whitney. A few years ago they acquired Goodrich. Very good management team.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY VZ-N Verizon Communications Market Call Tonight (BNN TV) 2014-08-20 $48.820

This represents an interesting opportunity. The catalyst is really the purchase of the share of the wireless opportunity that Vodafone (VOD-Q) controlled. This was accretive right from the get-go. They are growing their earnings at a fairly good pace in industry that generally does not have rapid growth. Trading at a reasonable multiple. The dividend is a very attractive lure to an entry and this dividend will have growth. With the debt loads that they carry, any increase in interest rates will be a negative to the industry. 4.3% dividend.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
PAST TOP PICK WAG-N Walgreen Co Market Call Tonight (BNN TV) 2014-08-20 $62.000

(A Top Pick Aug 20/13. Up 29.71%.) Stock fell precipitously about 2 weeks ago, on the news they were not going to do a tax inversion. Had bought a minority interest in Allied Bootes, a UK drugstore chain. Had an option on the rest of it which they exercised and announced they were moving their headquarters to Switzerland. This is a tax inversion. He was surprised that it sold off as much as it did. A good opportunity to move into this negativity. Long-term, great company.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
HOLD WLP-N Wellpont Health Networks Market Call Tonight (BNN TV) 2014-08-20 $113.070

Changed management a little and got a little bit more and better control of their medical costs. Was trading at a very depressed multiple of 10X earnings but is still good value at 13X earnings. 1.5% dividend yield.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
SELL XOM-N Exxon Mobil Market Call Tonight (BNN TV) 2014-08-20 $99.700

(Market Call Minute.) There are better places to be in the energy market. Too broad-based.

Gordon Reid US EQUITIES OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-19 $0.020

Markets.  Seeing revision upward for earnings for the balance of the year.  Corporate balance sheets are healthy.  There was a small pullback over the last couple of weeks and that was healthy.  We might go sideways for a while.  The biggest risk is geopolitical.  Figures show economies are still expanding.  There is no recession coming.  Energy had a spike up when things were tense in the Ukraine and Russia, but now things have relaxed somewhat.  She likes Canadian banks, expecting modest earnings growth and dividend growth.  They have had a nice run so maybe they stay flat for a short while.  She wants some exposure to US financials, but that is just for exposure to the US economy. 

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-19 $0.020

Markets. The volatility index VIX is a tool, just a tool. You can see sentiment in the market through volatility, i.e., how afraid people are of the market or how bullish they are. When this index is very low, it means people are pretty confident about the market. That might suggest that when people are a little too confident, maybe there is some volatility coming. Although the VIX is low, there has been a lot of movement in this low band. The chart shows that the general trend in volatility from 2009 has been generally down. However, from 2013 on, the band of volatility has been very tight. To him this means the market is expecting good times to continue, but that is often a sign that people are a little too complacent. At the beginning of this month, the VIX was very low at around 10 which created a bit of a selloff. He has about 24%-25% cash sitting on the sidelines to take advantage of this volatility and he can move in and out of stocks.

Keith Richards TECHNICAL ANALYSIS UNKNOWN _N/A View
DON'T BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-08-19 $71.640

It is a roll up story.  Management team is presumed to be quite good.  Stock trades at a high multiple.  Acquisition growth is priced into the stock.  It most recently stumbled, probably due to a quarterly report that missed on some metric.  With no organic growth, if they stumble the stock is hit.  She would not buy this type of company.  She would prefer an auto parts manufacturer like Magna in this sector.

Christine Poole NORTH AMERICAN - LARGE BULLISH on US ECONOMY No View
COMMENT AD-T Alaris Royalty Market Call Tonight (BNN TV) 2014-08-19 $32.480

Chart shows a long-term upward trend line that broke down in the latter part of 2013 with a pretty sharp correction. However it consolidated early this year. Also had 2 higher lows. This looks like a turnaround.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
HOLD AGU-T Agrium Market Call (BNN TV) 2014-08-19 $101.790

It is her pick in the Agriculture space.  Likes the outlook for this industry.  She has a positive long term secular view on the industry.  She would continue to hold it.  Decent dividend of 3.2%.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY Yes View
BUY ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-08-19 $31.330

The long-term chart is in an upward move. Buy when it pulls back to the trendline. Looks great.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
DON'T BUY AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-08-19 $18.390

Reported quite a bit short of what the analysts wanted to see. When this happens, he looks at this as an excuse to sell.

Keith Richards TECHNICAL ANALYSIS UNKNOWN No View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2014-08-19 $15.450

Wells Fargo is the only US banks she holds.  BAC had credit quality issues, miscalculated capital ratios and Fed had to tell them they could not buy back stock.  She prefers Wells, not BAC, where the dividend is minimal.

Christine Poole NORTH AMERICAN - LARGE BULLISH on US ECONOMY No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-08-19 $15.450

The Up trendline, which has been in place since 2012, seems to be breaking down and seems to be consolidating. Technically it is reasonably safe. There are other stocks that he would rather be in, but this is not a disaster story.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
SELL BB-T BlackBerry Market Call (BNN TV) 2014-08-19 $10.770

(Market Call Minute) The easy stuff has been done – the cost cutting.  We would actually have to see some execution.

Christine Poole NORTH AMERICAN - LARGE BULLISH on US ECONOMY Unknown View
COMMENT BXE-T Bellatrix Exploration Ltd. Market Call Tonight (BNN TV) 2014-08-19 $8.730

Chart shows a nice long consolidation from early 2011 and then broke out in 2013. On the short-term basis, the stock has pulled back but is trying to rebound.

Keith Richards TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT CAE-T CAE Inc Market Call Tonight (BNN TV) 2014-08-19 $13.360

He had bought the stock at $11 and it did what he wanted. However, it started to break down early this year. Earnings came out recently, and they weren’t bad. However, the guidance was kind of mediocre. Because of this, he sold his holdings.

Keith Richards TECHNICAL ANALYSIS UNKNOWN No View
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