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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) 2015-07-30 $0.020

Markets.  There are some pains of job cuts in the sector.  He thinks we have another 4 weeks for reports to come with bad news.  Be prepared for more job cuts.  He thinks we are forming a bottom and testing 52 week bottoms.  He believes we are seeing the forming of the bottom for the next 5 years.  Oil should be about $50 for the next couple of years. 

Robert Lauzon ENERGY SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-30 $0.020

The Low Oil Price.  The Saudis are doing two things.  Supply has increased because of US shale production.  Demand has shrunk because of slow down in emerging markets.  We are using oil more efficiently in cars and so on also.  The Saudis are threatened by the US.  Their cost is $20.  The US is $50.  World demand will increase because of price.  The Saudis can keep oil at $50 for two years and then their internal social budgets blow up. 

Robert Lauzon ENERGY SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-30 $0.020

Market. It has been a rough go. Price of oil has come back from about $60 to just below $50. It seems to be a general “Sell Canada” trade. Commodities, obviously, are the most visible, but the Cdn$, Canadian financials, just seems to be generally against Canada. On the resource side, there has been a supply increase and demand not so much, but his overall view is that there are bargains to be had in the resource sector, specifically in oil and gas. It is just a question of when you want to be buying. From a global perspective it is segmented into North America, Europe and emerging markets. Global growth always seems to start off the year positive, and then as the year moves along, it comes back. His equity fund has about 50%-55% in US$ denominated assets of cash and investments. There is about 5% in foreign and the rest is in Canada.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN _N/A View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2015-07-30 $122.370

(A Top Pick July 10/14. Up 29.1%.) Took some money off the table when it got up to the high $122’s. They are selling more of their iPhones, their market share is going up, and selling more Mac’s in a declining PC environment. Once they get people to buy an iPhone, they will buy another one. Trading at a very good valuation level. Have lots of cash.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT AC-T Air Canada (B) Market Call Tonight (BNN TV) 2015-07-30 $11.990

Fuel prices are lower, interest rates are low and the US$ side of things are all positive. Low oil prices have a double effect giving cheaper input costs as well as allowing consumers to spend more. Seems like the airlines have tailwinds and that can be a good thing.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
BUY on WEAKNESS ALA-T Altagas Ltd Market Call (BNN TV) 2015-07-30 $35.900

A core holding.  He likes it here.  It sold off about $6 this year.  A growth rate of 15% is being priced in by the market.  Below $40 is a good entry point.

Robert Lauzon ENERGY SELECTIVE Yes View
TOP PICK ARX-T Arc Resources Ltd Market Call (BNN TV) 2015-07-30 $20.330

A quality company that runs its business like it will be around for another 25 years.  Hold it for a long time and see 10% a year.

Robert Lauzon ENERGY SELECTIVE Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-07-30 $45.080

If you are a long-term investor, this has pulled back far enough. They have lots of things going on. Raised a good amount of equity they can deploy. Have holdings in their various infrastructure products office side of things. All of their money flows up to the top. A good deal of their assets, just shy of 50%, are fee generating.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-07-30 $1.760

Buying this is really catching a falling knife. They have a lot of issues on the aircraft side of things. How do you attract new buyers for your products when your financial position is precarious?

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-07-30 $53.440

A great name. Has a bit of everything. On the wireless side, it is really the one that is playing catch-up, which is an enviable position to be in. On the content side they have live sports in conjunction with Rogers (RCI.B-T), but they have some good content. In later 2016 you are going to get the "pick-and-pay" model from the CRTC.  5% yield.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2015-07-30 $5.170

50/50 gas and oil.  Has been hit hard recently.  Their production areas will be affected by TRP-T outages.  Their production areas will be affected by that.  He owns a little.  It is not one of his favourite picks.

Robert Lauzon ENERGY SELECTIVE Yes View
DON'T BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2015-07-30 $2.680

It is not at risk of filing for creditor protection.  They have too much debt, however.  There is no reason to own this stock.

Robert Lauzon ENERGY SELECTIVE No View
COMMENT C-N CitiGroup Market Call Tonight (BNN TV) 2015-07-30 $58.880

US banks are in a tough position overall. Thinks litigation is going to continue. All the banks are under a bit of a watch in having to go to the Fed with their friends in the Fed’s telling them what they are allowed to do.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY CKE-T Chinook Energy Inc Market Call (BNN TV) 2015-07-30 $0.860

This is a good way to play the small cap area through the bottom.  They are not spending much at all this year.  They are more of a gas play.  Mostly in BC.  They are in an area that is really doing well.  M&A could happen at any time.  It is a nice place to park money in this down turn.

Robert Lauzon ENERGY SELECTIVE Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-07-30 $20.200

They might not cut their dividend.  He thinks you should hold it anyway.

Robert Lauzon ENERGY SELECTIVE Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-07-30 $20.200

He likes them.  The market is telling them it wants them to cut the dividend.  They didn’t have to earlier this year.  If oil is still $50 when these hedges roll off, CPG-T will have to cut the dividend within a couple of years.  The yield has spiked as the stock price came down.  CPG-T can’t issue equity with a 12-15% yield and make it accretive.  They should bring it down the 7-8%.  Management does not want to do this, but it is best.

Robert Lauzon ENERGY SELECTIVE Unknown View
PAST TOP PICK CQE-T Cequence Energy Ltd. Market Call (BNN TV) 2015-07-30 $0.610

(Top May 21/14, Down 77.12%) Turned into a small cap company.  He got out into a higher liquidity name.  He would need oil in the $70 range to get back into this story.

Robert Lauzon ENERGY SELECTIVE No View
TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2015-07-30 $28.300

Whether it is Facebook, Google, YouTube, etc. the backbone of the Internet needs to be there, and this is the best provider. One really neat avenue is that they are going to get into the server side of things, where they are going to their customers saying they will build it, service it and clip the recurring revenue on that service contract. Yield of 2.97%.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CSU-T Constellation Software Inc. Market Call Tonight (BNN TV) 2015-07-30 $578.490

This has been a great story. The caution for him is that it is growth by acquisition. The growth they have been showing really comes from a number of acquisitions, and most of them have gone extremely well. He prefers to have his technology investments in the US where there is a lot more geographical diversification and a lot more size and scale. He would be very cautious on this.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK CWC-X CWC Well Services Market Call (BNN TV) 2015-07-30 $0.195

(Top May 21/14, Down 80.33%) He has trimmed some. They have no debt problem. It is totally out of favour.    Don’t be concerned if they cut the dividend again.  It will go up again when things improve.

Robert Lauzon ENERGY SELECTIVE Yes View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2015-07-30 $120.030

Best in class. Have been spending a lot of money in the last 3-4 years, and feels they are going to stop spending and be able to reap the rewards. They are going to be able to increase the cash flows through their theme parks and Star Wars, and hopefully return some of that to their shareholders. Dividend yield of 1.1%.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2015-07-30 $9.970

A large company and even with a two to three year investment horizon, he would not look at this one.  He does not like all their decisions.  He sold after the Prairie Sky spin out.

Robert Lauzon ENERGY SELECTIVE No View
TOP PICK EFN-T Element Financial Market Call Tonight (BNN TV) 2015-07-30 $19.390

(A Top Pick July 10/14. Up 37.13%.) Great company. Has done very well. Recently raised money to take over the GE leasing business. Still get above 70% of their business from the US. They seem to be funding things in a more conservative way. There is no reason this progress can’t continue.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH EFX-T Enerflex Ltd Market Call (BNN TV) 2015-07-30 $11.940

Gas compression.  There are tail winds on the business.  Watch it for a year or two before getting in.  We need to see the global economy pick up.

Robert Lauzon ENERGY SELECTIVE No View
DON'T BUY ERF-T Enerplus Corp Market Call (BNN TV) 2015-07-30 $8.330

The balance sheet is getting 3.5:1 debt to cash flow.  The rig count has nudged up in the US in the last couple of months because companies hedged out and felt good in the last peak.  He would rather see good return on investment decisions.  He owns some, but it is not a top weight because of the debt level.  The dividend is probably safe, but watch this August.

Robert Lauzon ENERGY SELECTIVE Unknown View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2015-07-30 $95.210

The numbers are great and the margins are there. This is a super story. He loves the long-term approach they are taking. They are taking their time. Have hit all of their metrics so far. There is a lot of news coming on it now where that can be a real disruption as to where people get their news. Too richly valued for him.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-07-30 $36.030

Given this environment with low interest rates, this provides good income. Made some great acquisitions in the electrical generating space. Recently sold off some non-core assets. The tough part about this company is that their acquisitions need to be big.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD HSE-T Husky Energy Market Call (BNN TV) 2015-07-30 $23.760

Have done a good job in the last couple of quarters and he has bought some recently.  Positive cash flow in the downstream refining business.  Pays a nice dividend.  When oil moves higher this one will underperform.

Robert Lauzon ENERGY SELECTIVE Yes View
COMMENT IBM-N IBM Market Call Tonight (BNN TV) 2015-07-30 $160.960

Earnings on the revenue side have been soft for almost 3 years or more. It is really a question of how they can turn the ship around and how quickly it can happen. Great CEO. There was a time when this was all hardware, but it is now all software. It’s a question of how they get that service side in. He thinks it will take time. If you want to pick away at it, this is obviously an OK spot, but you have to have a pretty good time horizon and be able to withstand the bumps.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
HOLD IPL-T Inter Pipeline Market Call (BNN TV) 2015-07-30 $27.240

It is fine. There is a base wedge of oil sands production that is not going to go away.  But the question is how much growth can happen in this area over the next 10 years.  You might want to diversify.

Robert Lauzon ENERGY SELECTIVE Unknown View
BUY JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2015-07-30 $99.840

Healthcare is an area he has been focusing on, but not on this one particularly. This is a conglomerate with the consumer side, healthcare and the pharma side. Trading below where the market is. Growth isn’t superb, but you are not really paying up for it. In times of a market uncertainty, that stability and defensiveness will really come into play. Pays a good dividend. This could be a good name for a portfolio.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT MA-N Mastercard Inc. Market Call Tonight (BNN TV) 2015-07-30 $98.410

Visa (V-N) or MasterCard (MA-N)? He would say Visa is the bigger and the better of the 2. One of the benefits of this is that it has a bit more of a technological change going for it. Both are priced to perfection, and he questions if that growth is going to be able to get there. There are a lot of potential disruption coming with PayPal and Apple Pay. If there were to be a pullback, both companies would pull back quite substantially because their multiples are so high.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-07-30 $23.110

Manulife (MFC-T) or Toronto Dominion (TD-T)? From an insurance point of view this is the best in class. He likes the way management has separated out the core earnings side of things. He thinks they are selling more insurance and have a strong goal and how much they want to sell. They are growing in Asia and have a US component. Both are good names.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT NKE-N Nike Inc Market Call Tonight (BNN TV) 2015-07-30 $115.010

Great company. Trading at a fairly reasonable multiple. There is a lot of growth here. They have a ton of great athletes. Valuation is reasonable and they seem to be hitting all of their marks.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK POU-T Paramount Resources Market Call (BNN TV) 2015-07-30 $21.010

(Top May 21/14, Down 62.14%) A good quality long term play.  When LNG gets built out 5 years from now they will benefit.  He would not be opposed to adding to your position.

Robert Lauzon ENERGY SELECTIVE Yes View
HOLD PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2015-07-30 $37.840

Looks pretty good here.  It is fine if you are only looking for yield.

Robert Lauzon ENERGY SELECTIVE Yes View
DON'T BUY PWT-T Penn West Petroleum Market Call (BNN TV) 2015-07-30 $1.790

Has not owned it for 5 years.  It has too much debt and equity is grinding toward zero.  If oil spikes to $90 they could survive.  Avoid it.

Robert Lauzon ENERGY SELECTIVE Unknown View
BUY SGY-T Surge Energy Inc Market Call (BNN TV) 2015-07-30 $2.450

He likes the dividend.  Recently sold assets to TOG-T.  Their balance sheet is good.  He would pick this because it is less risky than others.

Robert Lauzon ENERGY SELECTIVE Yes View
PAST TOP PICK SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2015-07-30 $2.620

(A Top Pick July 10/14. Down 34.5%.) Still likes this. His view on the energy sector overall is that you want to pick the best companies that will be able to weather prices at $40 or $70, and this is definitely one of those names. Great balance sheet. Even at $40, they are able to take the cash flow and not accumulate debt and manage through the cycle.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY TA-T Transalta Corp Market Call (BNN TV) 2015-07-30 $8.050

He would look at it as his infrastructure fund, but is avoiding it at present.  They are up against some charges of price fixing.  The main headwind is their coal plant with the NDP government.  Another headwind is the Alberta economy. 

Robert Lauzon ENERGY SELECTIVE Unknown View
DON'T BUY TBE-T Twin Butte Energy Market Call (BNN TV) 2015-07-30 $0.460

It is heavy oil.  They don’t have a terrible balance sheet.  There may be a dividend cut.  He prefers others.

Robert Lauzon ENERGY SELECTIVE Unknown View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2015-07-30 $9.330

From an operating point of view, this is best in class in Canada. What they have done since the financial crisis until now, in terms of stability, has been fantastic. However, the commodity price environment has been detrimental. The one commodity that is doing well is zinc, but not enough to really lift the company out. Under $10 you really have to look at this.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2015-07-30 $52.670

Manulife (MFC-T) or Toronto Dominion (TD-T)? Higher interest rates will effectively help the banks. This one is a retail bank with more locations in the US than in Canada. Both are good names. He prefers the banking side.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2015-07-30 $7.120

An oil producer, primarily in Saskatchewan that has been hit pretty hard and pays a nice dividend that should not be cut here.  There are going to a lot of acquisitions over the next few years.  He likes the team. 

Robert Lauzon ENERGY SELECTIVE Yes View
WEAK BUY TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2015-07-30 $32.880

He thinks the two projects will happen.  Between 2016-18 you will see some of these large companies try to get more solid molecules under the ground.  TOU-T will do wise things.

Robert Lauzon ENERGY SELECTIVE Unknown View
COMMENT V-N Visa Inc. Market Call Tonight (BNN TV) 2015-07-30 $76.380

Visa (V-N) or MasterCard (MA-N)? He feels this one is the bigger and the better of the 2. MasterCard has a bit more of a technological change going for it, but this one is the bigger size. Both are priced to perfection, and he questions if that growth is going to be able to get there. There are a lot of potential disruption coming with PayPal and Apple Pay. If there were to be a pullback, both companies would pull back quite substantially because their multiples are so high.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK WCP-T Whitecap Resources Market Call (BNN TV) 2015-07-30 $11.710

Healthy dividend, good management team, good institutional following for raising money when they need to grow by acquisition.  6.5% yield. It has sold off, but does not have a balance sheet problem.

Robert Lauzon ENERGY SELECTIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-29 $0.020

Markets.  As a value investor, he is finding some opportunities. This market is in a great deal of turmoil. We not only had worries about Greece leaving the union, but still have yet to face some of the larger problems that are about to come up in Europe with other countries that are also in a lot of debt. Also, we still have the worries about slowing in China, which is going to affect commodity prices. This has all come to bear on the Canadian market quite a bit. On top of that there is the collapse of oil prices. It is in this kind of environment that value investors have really got to start sniffing around over the next business cycle to find good quality companies with good balance sheets that they can buy today. It would be companies that will not only prosper over the next cycle, but able to take advantage of opportunities that may arise in this environment. He is beginning to see a little bit of that in the oil/gas sector. We could be in a malaise for quite a while. There really hasn’t been a technical correction yet. It wouldn’t surprise him to see us test more lows over the next couple of months. People who have reserved cash will have some real opportunities. As a value investor, you have to really look at the balance sheets.

Michael Sprung CANADIAN LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-29 $0.020

Crude oil. Within the economy, the energy sector is approximately 10% of GDP. Over the next cycle, we are going to see an improvement in the conditions within the energy sector, but he doesn’t know how long it remains in the current malaise. Doesn’t know where the bottom price of oil is going to be, so look for those companies that have fairly strong balance sheets and that could potentially take advantage of their weaker competitors.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown View
HOLD A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-29 $0.020

Canadian Banks?  He owns a basket of these. His primary holdings are Royal Bank (RY-T), Bank of Nova Scotia (BNS-T) and CIBC (CM-T). Thinks the banks are in a fairly good position. Multiples have come off quite a bit. Bank dividends are safe, and he would expect that over the next cycle there will be dividend increases.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-29 $0.020

Markets. Taking out his cash and short positions, he is sitting at about 75% Long, with some Put options as well. Has seen probability of a negative event occurring in the next few months and is building up a shopping list of names that he would like to buy. Companies that have reasonable valuation and doing a lot of their business outside of Canada is a theme that has been working exceptionally well for him. This separates a lot of Canadian portfolio managers from smaller, nimble funds like his, which is able to dabble in those sorts of names. His Buy list is in stocks that are trading near 52 week highs, but he just wants to buy at more attractive valuations.

James Telfser CANADIAN UNKNOWN _N/A View
DON'T BUY ABX-T Barrick Gold Market Call (BNN TV) 2015-07-29 $9.380

This is a bit more speculative than it is an investment; it has a very high risk/reward return profile. If the price of gold starts to go up at all, this will certainly prosper from some operating leverage. Right now they are in the position of having a lot of debt and having to dispose of some assets. There are more secure companies to hold in gold than this one.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
TOP PICK AGT-T AGT Food & Ingredients Market Call (BNN TV) 2015-07-29 $30.640

The seem to be in the right place at the right time with more and more of the world turning to other forms of grain/pulses, as a substitution on gluten ingredients. Next year is the year of the pulse, which will give them a lot more attention. They have been expanding their food ingredients side. This is one of the dominant players in pulses globally. Dividend yield of 2.01%.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
COMMENT AHF-T Aston Hill Financial Market Call Tonight (BNN TV) 2015-07-29 $0.450

There is nothing wrong with their funds or the way the company is being managed, there is just a lot of negative press all at once. Lost a big IA sub-advisory deal, which was a ton of assets. Even though it was well televised that it was going to happen, the market still seemed to be spooked by it. They cut their dividend which was probably a good thing. Pretty cheap at these levels and he wouldn’t be worried about it if he were holding it. It is going to take a few quarters, even 12 months, for them to get back on track again and get the company going.

James Telfser CANADIAN UNKNOWN No View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-07-29 $31.620

There is a lot of controversy. When you have these sorts of stories that have a lot of negative news bouncing around, and you don’t know what the answer is, it would be a worry. The valuation is not compelling enough for him to get involved.

James Telfser CANADIAN UNKNOWN No View
BUY on WEAKNESS BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-07-29 $45.320

This is worth a bit of a premium. A very well managed company. Have very effectively raised money time and time again to deploy in large infrastructure projects. Has a small position. If the price were to come off another 5%-10%, he would be buying more.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-07-29 $1.950

There are a lot of issues that are sucking a lot of cash out of the business. They have $9 billion of debt on their balance sheet, and now they have to do something about it. Had to issue a bunch of equity at $2.25. A lot of selling pressure on the name.

James Telfser CANADIAN UNKNOWN No View
PAST TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-07-29 $14.770

(A Top Pick July 28/14. Up 6.7%.) This was a Top Pick again for him recently. They recently announced they were selling their mining business, a very small part of their business. He thinks they are going to stick with the avionics and health care side of the business for the time being. Has always been an extremely well-managed company and is very well positioned in the aeronautical industry. As economies globally, they’re going to be more airlines and more pilots needing training. They will also benefit from any increase in military spending.

Michael Sprung CANADIAN LARGE UNKNOWN Yes View
PARTIAL SELL CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-07-29 $165.400

A very well-managed company. When he looks at the current price and the multiples on it, it wouldn’t hurt to take some profits, perhaps 50%.

Michael Sprung CANADIAN LARGE UNKNOWN No View
COMMENT CFW-T Calfrac Well Services Ltd Market Call Tonight (BNN TV) 2015-07-29 $6.350

These are great names to get leverage to the oil space, but the first names you have to be out of when you see a crack in energy. The fracers, servicers and drillers get hit first. In his opinion, we are not at the bottom of oil yet.

James Telfser CANADIAN UNKNOWN No View
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