Table View - Opinions in Detail | StockChase
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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) 2016-06-30 $0.020

Markets.  The Brexit has not changed his investment strategy.  He had been concerned that a few more days of selling would move things toward the negative side but then they turned.  He looks at shorter and longer term cycles.  Shorter is the City shorter term surprise index and longer term the manufacturing index.  The shorter term numbers bottomed in February and the longer term numbers are being led up now.  We are out of the dangerous area with these levels.  They could have led to a bear market and recession, but now are not.  For the most part the consumer is pretty steady in Canada and the US.

Bruce Campbell (2) CANADIAN OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-30 $0.020

Markets. The big things he is looking at from a catalyst point of view is US corporate earnings and where they are going to be in relation to last year, 5 quarters of negative earnings growth, the Fed on interest rates and the China yuan devaluation. On BREXIT, the market has indicated that it is not a big deal. The China yuan devaluation is a bigger risk for the market, and is less known across the marketplace. They devalued this a little more during the BREXIT issue, and no one was watching.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN _N/A View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-06-30 $55.480

(Top Pick Jul 3/15, Up 2.73%) A good long term holding.  It is always on his radar screen.  He got out.  If it dropped a little bit more he would want to hold it again.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
TOP PICK BAX-N Baxter International Inc Market Call Tonight (BNN TV) 2016-06-30 $45.220

This supplies hospitals with tons of different stuff and there is a focus on renal, things related to the kidneys. Had a sideways move from 2013 to early 2016, and then broke out. Feels it is really good at these prices. They had a really good Q1 and raised their sales and earnings guidance, and increased their expectations for operational improvements. Has a $65 target on this, but thinks that is a little conservative. Dividend yield of 1.15%.

$65 Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
COMMENT BBH-Q Van Eck Vectors Biotech E.T.F. Market Call Tonight (BNN TV) 2016-06-30 $102.340

Which stocks for RESP and University in 8 years? He would use healthcares such as SPDR Health Care (XLV-N) or SPDR Pharma (XPH-N). These are in a secular bull market. You could also use Van Eck Vectors Biotech (BBH-Q). This gives you a little bit of mix of all 3 sectors. He would suggest 40% and 40% on the first 2 and maybe 20% in the Biotechs.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-06-30 $61.140

(A Top Pick July 21/15. Up 19.81%.) A great stock. He added to it on its dip last year. Following that there was a nice long upward trend. His upside target is around $69-$70. A nice healthy dividend. Still a Buy. 4.5% dividend yield. (See Top Picks.)

$69-$70 Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
WATCH BKD-X Breaking Data Corp Market Call (BNN TV) 2016-06-30 $0.145

He has talked about it in the past and still owns a small piece.  It is an interesting time for them.  They did a couple of deals in the last year.  They took a lot longer than they expected.  They are integrated now and should see some cash flow.  Another acquisition is now starting to generate cash flow also.  Their burn rate is quite low.  It looks like it could break out here.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-06-30 $7.500

He owns another name in the sector that ranks ahead of it.  It has price momentum because a lot of stocks were left for dead and now have roared back.  It looks fairly good here, but keep a good stop on it if you own it.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2016-06-30 $14.190

This looks like it wants to go lower. A very choppy stock. The long-term trend is down. It has a target of around $8.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
BUY CGX-T Cineplex Inc Market Call (BNN TV) 2016-06-30 $51.580

(Market Call Minute) It ranks well with him.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2016-06-30 $97.040

They made a big acquisition in the US and the stock price has languished since then.  The market was surprised by the size of the acquisition.  The market is worried that they took a bigger bite than they anticipated.  The stock price has come down, but they have done a good job of integrating acquisitions in the past.  This is probably a good place to own this bank.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
PAST TOP PICK CMH-T Carmanah Technologies Market Call (BNN TV) 2016-06-30 $3.990

(Top Pick Jul 3/15, Down 44.89%) It is the one that hurt him.  It has deteriorated since he recommended it.  There is nothing structurally wrong with it and they have continued to execute, but he paid too much for it.  He got out.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
TOP PICK CRH-T CRH Medical Corp. Market Call (BNN TV) 2016-06-30 $5.030

It has news out today.  They have a consistent growth business and an acquisition business.  They are making nice earnings growth.  They buy a business for half what the stock trades for.  They are slow and steady about it.  They expanded into the US.  Trading at a reasonable multiple.  A year from now they will have done more acquisitions.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
BUY on WEAKNESS CRH-T CRH Medical Corp. Market Call Tonight (BNN TV) 2016-06-30 $5.030

This has had a move at around the $4.50 level followed by a breakout. A pretty volatile stock. It looks like it wants to come back, so if you don’t own it, you will probably get your chance. If it gets about $5.10, it looks like it wants to have the $7 target. The whole space is a good place to be.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
BUY CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2016-06-30 $15.350

(Market Call Minute) Management has done a good job.  It ranks well.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
BUY CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2016-06-30 $15.770

(Market Call Minute) The demographics are behind them.  They execute well and make nice transactions.  Nice technically as well.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
BUY CXV-X Convalo Health International Corp Market Call (BNN TV) 2016-06-30 $0.205

They continue to execute fairly well.  They have 5 of these pods and are guiding for $80 million of run rate by the end of the year.  They have to get up to speed for you to see this level.  They have started up a lab for all the samples they take from patients.  They are bringing this in-house and it will be a big savings for them from an expense point of view.  They are fairly valued, but if you look at the run rate by year end then they look good.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
HOLD DBO-T D-Box Technologies Market Call (BNN TV) 2016-06-30 $0.730

He thought he would buy it when it pulled back, but he has not yet stepped into it.  It fits the bill and will continue to grow.  He would not be surprised if we saw a bigger deal in Asia and that would get the stock going.  Add if it pulls back or hold if you already have it.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
PARTIAL BUY DH-T DH Corporation Market Call Tonight (BNN TV) 2016-06-30 $32.110

Chart shows a long downtrend from August to February followed by a nascent uptrend with a lot of volatility. It is forming a base and the next hurdle will be $38. He would suggest you take a little position now and once it gets above $30, then add to your holdings.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2016-06-30 $90.200

You can’t argue with how they have executed.  A top pick today is similar to this one.  They continue to build more stores and they continue to get more of each consumers spending.  It has just dropped below where he would like to own it from a ranking point of view, but it is because it is expensive.  If you put it away then maybe it gets acquired by a US dollar store at some point in the future. 

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
PAST TOP PICK DRT-T DIRTT Environmental Solutions Market Call (BNN TV) 2016-06-30 $5.380

(Top Pick Jul 3/15, Down 20.41%) They had a big deal with a Texas company and put a second tower on hold.  They need higher commodity prices.  He sees this as a strong growing business.  You need to look at it on a year by year basis rather than quarter by quarter.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
PAST TOP PICK EMA-T Emera Inc Market Call Tonight (BNN TV) 2016-06-30 $48.620

(A Top Pick July 21/15. Up 19.76%.) What we have been seeing in the last few days are all these utility stocks coming to new highs. Also, they are coming into their seasonal time.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
BUY ER-T Eastmain Resources Inc Market Call (BNN TV) 2016-06-30 $0.610

(Market Call Minute) There will be a ton of news flow from this one and excitement over the next year.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
TOP PICK FFH-T Fairfax Financial Market Call Tonight (BNN TV) 2016-06-30 $695.830

This has Prem Watsa, which is what you are investing in. He has the ability to navigate markets. Central Banks are fighting deflation and he knows it. This is one that you will have to be slightly patient with. His technical target is $765. Dividend yield of 2.09%.

$765 Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
HOLD FM-T First Quantum Minerals Market Call Tonight (BNN TV) 2016-06-30 $9.070

This whole complex is very volatile. The stock has formed a nice base. In its sector, it is a pretty volatile stock. It would be interesting if it could get above the $10 mark, because then it could move up to $15.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN No View
BUY on WEAKNESS FR-T First Majestic Silver Market Call Tonight (BNN TV) 2016-06-30 $17.550

Likes the stock a lot and has a much higher target in the $30 range. You are going to have to deal with the volatility. Chart shows a long base from July to February, and then it took off on an upward trend. Any time you see a drop in this, it is probably a very good purchase. It is heavy duty volatility.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
DON'T BUY GRC-X Grenville Strategic Royalty Market Call (BNN TV) 2016-06-30 $0.370

He owned it in the past.  The market is concerned.  The dividend is in the double digits.  The market is concerned that they can sustain the dividend.  They lost part of their management team.  He is not looking at it.  If he did it would be from a convertible debenture standpoint.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
TOP PICK IYZ-N iShares Trust Dow Jones U.S. Telecom Sector Fund Market Call Tonight (BNN TV) 2016-06-30 $33.300

One of the few sectors that has got increasing earnings. Chart shows a nice long upward trend from 2012 until 2014, when it goes sideways, but has now had a nice little breakout this year.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
WATCH LMP-T Lumenpulse Inc Market Call (BNN TV) 2016-06-30 $16.180

(Market Call Minute) It does not rank well and he needs to see another stronger quarter.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
WAIT LND-X Inspira Financial Inc Market Call (BNN TV) 2016-06-30 $0.300

He has a small position.  They announced the quarter and it was a disappointment.  They had been cash flow positive and now are not.  They have a lot of cash in their business (about $.70).  There is some value from that perspective, but you have to watch how they execute.  Wait for the next quarter.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
WATCH MFC-T Manulife Financial Market Call (BNN TV) 2016-06-30 $17.670

They will benefit when interest rates go up, but it will be 25 basis points at a time.  Apart from the US the rest of the world has been taking interest rates down, though.  You need to see global interest rates going up.  MFCT-T rates in the bottom third in his ranking.  He does not see it forming a base, but he is watching it.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
WATCH MSL-T Merus Labs International Market Call (BNN TV) 2016-06-30 $1.650

It has a lot of exposure in Europe and so has been weak recently.  You would have expected the market to get behind their recent acquisition, but there is no momentum behind the healthcare names.  He would like to see it improve just a little bit and if it built this base and started to move up he would look at it.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
BUY NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2016-06-30 $40.230

(Market Call Minute) He owned it in the past and is looking at it again.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
WATCH NHC-T Nobilis Health Corp Market Call (BNN TV) 2016-06-30 $2.850

He owned it in the past, but was frustrated with it.  They did a lot of the things they said they would do, but there have been a lot of one-time items.  It scares him.  There is too much negative news.  He wants two positive quarters.

$8 Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT NXE-X NexGen Energy Market Call Tonight (BNN TV) 2016-06-30 $2.660

Stock had formed a long base from July to February, followed by a nice upward trend. There were some pretty big swings in this, and you really needed the stomach to handle them, so that you didn’t get flushed out. There is also a little top, and if it gets above that, it is probably going to be a pretty good sign, at right around the $3 level.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
TOP PICK PIH-T Pacific Insight Electronics Market Call (BNN TV) 2016-06-30 $10.920

Components for the auto industry, focused on LED lighting systems, gauges and components. They saw a ramp up in their earnings.  They are going to cross over the 100 million market cap and show up on a lot of investment companies’ radar screens.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2016-06-30 $21.000

If you look at world demographics then this business has to be huge at some point.  But it certainly has not been the case in the short term.  It does not have much strength from a technical perspective.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
BUY RD-X Red Eagle Mining Market Call (BNN TV) 2016-06-30 $0.740

(Market Call Minute) There is a huge growth potential in this one.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
COMMENT RET.A-T Reitmans (Canada) Ltd. (A) Market Call Tonight (BNN TV) 2016-06-30 $4.400

The whole discretionary space is getting a little soft. Chart shows a big downside from July to January followed by a base that gives a little bit of floor. The technical target is probably a little bit below its current price. If you know the story and the fundamentals really well, that is probably a better gauge than looking at technicals alone. His upside target is actually lower from here.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
WATCH RYU-X RYU Apparel Inc. Market Call (BNN TV) 2016-06-30 $0.160

He would like to see a couple of good quarters out from them.  It is thinly traded.  You have to be prepared to watch it quarter by quarter.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT SVC-T Sandvine Corp. Market Call (BNN TV) 2016-06-30 $2.660

(Market Call Minute) It tends to be lumpy so you should trade it.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
WAIT TA-T Transalta Corp Market Call Tonight (BNN TV) 2016-06-30 $6.720

This company has gone through a lot of trouble. He took a loss on it. The whole space has done well. The chart shows a nice upward trend from January, and is now facing some resistance at around $7. There will be resistance again at $10. It looks like it currently wants to go sideways. Until you see it get above $6.75-$7 range, he wouldn’t add to your holdings.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN No View
WAIT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2016-06-30 $17.010

The stock has been fantastic, but exceptionally volatile. Made a nice bottom in January below $5, and then had some pretty big moves. He would suggest you take something like a 3rd of what you want, and then game plan how you want to work the other two thirds. On a Relative Strength basis, it ranks really high. He would wait for a big down day. The one thing we get in the summer is low volumes. There is always lots of volatility in July and August.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
WATCH TCW-T Trican Well Service Ltd. Market Call (BNN TV) 2016-06-30 $2.470

Owns a small piece, but it does not rank well on a fundamental basis.  It can really ramp up from here if you continue to see energy production ramping up.  Hold it if you own it.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
COMMENT THO-T Tahoe Resources Market Call Tonight (BNN TV) 2016-06-30 $19.350

Thinks the worst is over for gold. It has a seasonal period that starts and ends in July, followed by another one later in the fall. This looks really good, except it is pretty volatile. Expects this to move much higher and he has a $26 target on it.

$26 Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
WATCH TNC-X Tio Networks Corp Market Call (BNN TV) 2016-06-30 $2.260

They have payment processing for people without bank accounts.  People pay cell phone bills on the last day they are due in cash.  They saw organic growth from their business.  They just acquired a company and there should be synergies.  They are now looking to acquire more businesses.  They are coming up in the rankings and have broken out of a trading range.  It could become more interesting from the street perspective.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
WATCH WB-T Whistler Blackcomb Holdings Market Call (BNN TV) 2016-06-30 $24.000

(Market Call Minute) Ranks well, but deteriorated in the summer.  Look at it again depending on what winter will bring.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
COMMENT WFT-N Weatherford International Inc. Market Call Tonight (BNN TV) 2016-06-30 $5.550

In his core portfolio, he got rid of the last little bit of his energy sector. The chart shows a little bit of a new uptrend happening. It hasn’t broken the downtrend. There is potential for it to break out above its downward line, and that would be quite bullish. If it got above $6, that would really change it. Risk/reward looks pretty good. It will probably come back to revisit its floor, and if it breaks down through that, you probably want to get out. The seasonal period of energy normally is right about now.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN No View
HOLD WIN-T Wi-Lan Inc. Market Call (BNN TV) 2016-06-30 $3.280

(Market Call Minute) The business is lumpy and volatile. 

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
WAIT WYNN-Q Wynne Resorts Ltd. Market Call Tonight (BNN TV) 2016-06-30 $90.640

Chart shows it has made a base. Formed a double bottom (October and January) which is pretty positive. The uptrend line on the chart has been broken and has a little bit of a lower downside target. There will probably be support at around $80, and it looks like it wants to test that.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
BUY XBI-N Spdr S&P Biotech Etf Market Call Tonight (BNN TV) 2016-06-30 $54.080

Biotechs have a strong seasonality that starts in July, so right about now you should get a nice move. It has a historical 100% gain potential in July. Believes that healthcare and biotech specifically is probably the next thing that is going to move the needle for humanity, so he would accumulate this on a long-term basis. Owning this for 10 years will be a good thing.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
PAST TOP PICK XLP-N SPDR Consumer Staples ETF Market Call Tonight (BNN TV) 2016-06-30 $55.150

(A Top Pick July 21/15. Up 13.01%.) Long-term it has a great trend. Just broke out of its top and he wonders if that might actually mark time when he wants to take some off the table.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Yes View
COMMENT XLV-N SPDR Health Care E.T.F. Market Call Tonight (BNN TV) 2016-06-30 $71.705

Which stocks for RESP and University in 8 years? He would use healthcares such as SPDR Health Care (XLV-N) or SPDR Pharma (XPH-N). These are in a secular bull market. You could also use Van Eck Vectors Biotech (BBH-Q). This gives you a little bit of mix of all 3 sectors. He would suggest 40% and 40% on the first 2 and maybe 20% in the Biotechs.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
COMMENT XPH-N SPDR Pharma ETF Market Call Tonight (BNN TV) 2016-06-30 $41.795

Which stocks for RESP and University in 8 years? He would use healthcares such as SPDR Health Care (XLV-N) or SPDR Pharma (XPH-N). These are in a secular bull market. You could also use Van Eck Vectors Biotech (BBH-Q). This gives you a little bit of mix of all 3 sectors. He would suggest 40% and 40% on the first 2 and maybe 20% in the Biotechs.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY UNKNOWN Unknown View
TOP PICK ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2016-06-30 $23.820

It can be the same as DOL-T, building out more stores geographically and getting more of the consumers’ dollar.  It is not just mattresses.  Accessories are higher margin.  11 quarters in a row of earnings growth.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-29 $0.020

Markets. Stocks are not cheap. The market has had a big run since the financial crisis, and world economic growth is very subdued, so generally he finds stocks, especially large caps, quite expensive. We have been in a low interest rate environment for a prolonged period of time, and this may continue for quite awhile. Dividend yield is very important, so the companies you invest in have to grow profitably, and can hopefully increase them over time. That is how you will make some real returns. There is a cautious stance globally, generally by business leaders and corporations. He has been able to outperform the TSX for 10 years by heavily weighting portfolios by small and mid-cap companies.

Stephen Takacsy, B. Eng, MBA CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-29 $0.020

Program was pre-empted because of the US Presidnt's address to the House of Commons.

John Kim NORTH AMERICAN UNKNOWN _N/A View
COMMENT ADW.A-T Andrew Peller Market Call (BNN TV) 2016-06-29 $27.640

Thinks they are going to grow their earnings again this year. There were a couple of one-time items, but nothing major. Growing the business organically by launching new products, not just wines, but also spirits. Managing costs extremely well. A solid, well-managed company that is trading at a very reasonable multiple, and a lower one than some of its peers.

Stephen Takacsy, B. Eng, MBA CANADIAN UNKNOWN Unknown View
PAST TOP PICK AFN-T Ag Growth International Inc Market Call (BNN TV) 2016-06-29 $40.450

(A Top Pick June 18/15. Down 12.48%.) Manufactures equipment to store and handle grain, and are growing globally. A great theme, because there are so many developing countries that have decrepit or no infrastructure compared to what we have in North America. Just made an acquisition in Brazil and are selling more and more into Eastern European countries. Very well-managed. If you want a good, global growth company in agriculture and not dependent on the commodity cycle, this is your best bet. You get a good 6% safe yield.

Stephen Takacsy, B. Eng, MBA CANADIAN UNKNOWN Yes View
TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2016-06-29 $22.740

By far the biggest North American players in hydro-vaccuing with over 1000 trucks that excavate without breaking pipes and wires. Stock was hit because of their exposure to the oil/gas industry, especially in Western Canada. However, two thirds of sales are now coming out of the US. They are growing their utility infrastructure business. Thinks there will be a big turnaround in 2017. They make great profit margins and great free cash flow. Very well-managed. Not expensive, trading at under 8X next year’s EBITDA. Dividend yield of 1.76%.

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