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) 2016-08-31 $0.020

Market. Doesn’t believe the US Federal Reserve will pull the trigger on an interest rate increase in September. She doesn’t expect a rate rise until the November or December meetings. We are still running well below inflation targets. The big number is going to be the jobs report this Friday. Because the rate increase has been expected for so long, if it happens, she wouldn’t expect as much of a shock or pullback in the market. In the 4th quarter, she is expecting double digit earnings gains.

Erin Gibbs US EQUITIES OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-31 $0.020

Effect of a strong US$ on the price of oil? A stronger US$ makes oil more expensive for other countries, because oil is US dollar denominated. However, the real impact is the supply chain. What might be more of an impact than a stronger US$, is foreign revenues. When foreigners want to repatriate all the money they have made, the impact is going to be less. About 40% of all revenues for S&P 500 companies come outside of the US, and could create some headwinds when it comes to Company’s earnings. $40-$50 oil does not make these companies terribly profitable. They still have another year of recovery, and she would say oil should be underweighted in a portfolio until there is some true stability in the upper $40.

Erin Gibbs US EQUITIES OPTIMISTIC _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-31 $0.020

Gold miners? Gold is really a defensive play. You can see it do well when we are very much in a “risk off” scenario. Right now, she just doesn’t see that on the horizon. She doesn’t see any fear in the market that would propel gold too much higher levels. Unless we see a real risk in the economy, or some sort of big shock, she would prefer staying in the equity markets.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-31 $0.020

Economy. GDP figure was disappointing today, but was a little bit of a rebound from June. A lot of the GDP numbers and data points coming out, are really supportive of this “lower for longer” self-fulfilling prophecies put forth by Central bankers. Although there is hope that we can have better numbers, but the real big issue is our export numbers. They were down considerably in Q2, and he doesn’t know if we are going to have our manufacturing sector pick up the slack. He sees a series of headwinds, that have formed and continue to form, for the Canadian economy. When looking at his total return portfolios, he is compelled to look stateside for opportunities.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN _N/A View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2016-08-31 $106.100

One of your safety stocks within the technology space. She expects some revenue growth and some increase in the iPhone 7 for this quarter, as well as nice growth in the 4th quarter in sales. Even though she doesn’t see huge changes, the age of the iPhone is getting old enough that she does see a replacement cycle coming in this year. Also, they have $29 per share in cash, either to pay higher and higher dividends or to do more share repurchases. Dividend yield of 2.14%.

Erin Gibbs US EQUITIES OPTIMISTIC Yes View
COMMENT AEM-T Agnico-Eagle Mines Market Call Tonight (BNN TV) 2016-08-31 $66.470

Has always held this company in high regard as a producer and processor of gold. This is going to move in the same direction as gold. When he needs gold, he used Goldcorp (G-T) because of its valuation.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD AGN-N Allergan PLC. Market Call (BNN TV) 2016-08-31 $234.540

On some of the pharmaceuticals we consistently see some strong volatility, particularly if they lose a trial or their main drugs become generic. Rather than looking at some of these pharmaceuticals, she prefers Biotech’s such as Gilead (GILD-Q) or Celgene (CELG-Q). That is where we are really seeing some of the growth, along with fairly attractive valuations. (See Top Picks.)

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2016-08-31 $67.630

Had always believed this was an expensive company, but it is rightly so because they are doing all the right things. Have had a huge amount of acquisitions that they have swallowed up in the past year. There is a lot of integration work involved now. At this point, it would be a “show me” stock.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2016-08-31 $16.140

This is one of her lesser favourite diversified financials, and she sees this as Fair Value at this point. They have very low net interest margins. Although she sees mortgage applications being very strong, this bank has not been able to take advantage of that, because of low interest rates. She is not a big fan of this bank.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
PAST TOP PICK BBBY-Q Bed Bath & Beyond Market Call (BNN TV) 2016-08-31 $46.370

(A Top Pick June 13/16. Up 7.61%.) This is really a reflection of what we have been seeing in the past couple of months, a stronger US consumer and stronger housing sales. Also, they have finally got their online sales a little more together.

Erin Gibbs US EQUITIES OPTIMISTIC Yes View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2016-08-31 $2.150

(Market Call Minute.)

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT BKU-N BankUnited, Inc Market Call (BNN TV) 2016-08-31 $32.150

A regional bank that has a lot of exposure to small business loans, but trading at rather high valuations, and we are not really seeing the growth. There are more attractive regional banks that are seeing better growth, such as Zions Bank (ZION-Q). BankUnited would be a Hold, or just stay away.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
BUY on WEAKNESS CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2016-08-31 $104.100

This was the superstar of Q2. A lot of that has to do with the refreshing changes that Victor Dodig has been making good on. They really gained some serious market share in the Canadian personal banking space. They’ve gotten into the US. Most Canadian banks are trading relatively rich compared to their historical values.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT CSW.A-T Corby Spirit and Wine (A) Market Call Tonight (BNN TV) 2016-08-31 $21.750

This will continue to be a steady Eddie as it is in an area that people go to when they celebrate, expressing sadness, or just having a nice evening with friends and family. The company has done an excellent job of making sure they have the portfolio of brands that consumers look for.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2016-08-31 $134.330

(Market Call Minute.) A very strong operator, but richly valued.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT CTL-N CenturyLink Inc Market Call (BNN TV) 2016-08-31 $27.800

A company in transition. It went from being very focused and very established in land lines, and is slowly trying to change into more towers and global networks. There is probably another year of this transition. You buy this because of the dividend yield of 7.5%. There is not a ton of volatility because they have had a pretty consistent execution plan, where the landline is decreasing and the mobile is increasing. Don’t expect the price to appreciate, just be happy with the dividend.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
COMMENT CU-T Canadian Utilities Market Call Tonight (BNN TV) 2016-08-31 $37.600

Scores well in terms of discount to intrinsic value on a price to cash flow multiple. Thinks there is a better discount and a better catalyst with some of its peers. (See Top Picks.)

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2016-08-31 $93.400

For some reason, this is being pressured along with the rest of the healthcare space simply because of the potential regulatory changes that may be revised. Even if they do, this company is one of those great business models that is both combined Retail/Pharma as well as Pharma Benefit Management. It has great margins relative to its peer group. Also, demographics are really promising. 8% of the consumer wallet is spent on healthcare, and that is going to be growing to north of 14%-15% in the years ahead. Dividend yield of 1.82%.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CWB-T Canadian Western Bank Market Call Tonight (BNN TV) 2016-08-31 $26.330

Canadian Banks were really superstars this last quarter. A lot of that had to do with them being overly pessimistic regarding provisions for credit losses, particularly relating to the energy industry. This bank would be even more so. Trades at a significant discount to the rest of the group. Given the way the dynamics for oil is playing out, the forward curve for crude, you are probably going to be in a good scenario for the next 6-12 months with this bank.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-08-31 $11.420

Structured in such a way that it can fit a portfolio that wants dividend payments, but is not really driven by that. There are so many headwinds with regards to regulatory pressures, and it is possible this stock will be very, very volatile, until we know who is going to be the US president. He is expecting more volatility.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY DDD-N 3D Systems Market Call (BNN TV) 2016-08-31 $14.500

This company really had to change their strategy from focusing on retail buyers, to more industrial and business based. That has been successful, but it looks like it is going to take some time. Also, there have been new players coming into the market that are increasingly competitive. There is a lot of uncertainty around 3-D printing in general, and who is going to be the ultimate buyer. Also, if Hewlett-Packard (HPQ-N) enters the market, that is definitely going to hurt this company. There is just too much risk and uncertainty.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
DON'T BUY DG-N Dollar General Corp. Market Call (BNN TV) 2016-08-31 $73.410

In spite of the big drop, it is just coming back to normal valuations. They had thought they were going to grow same-store sales by offering more food, and that just hasn’t happened. Also, their space in the lower income consumer, really hasn’t seen some of the growth and improvement in the US economy that some of the other areas have. Still trading at very high multiples.

Erin Gibbs US EQUITIES OPTIMISTIC No View
BUY DIS-N Walt Disney Market Call (BNN TV) 2016-08-31 $94.460

Shanghai Disney is really a very small portion of their overall revenues. What she really looks at are their channels, Disney and ABC. Advertising is coming very strong. The Marvel comics films, all the merchandise surrounding that has been an absolute windfall for them, as well as the Star Wars. She is expecting about 7% in revenue growth this year, and another 5% next year.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
TOP PICK EMA-T Emera Inc Market Call Tonight (BNN TV) 2016-08-31 $47.750

This is one of the few, along with Canadian Utilities (CU-T) that scores relatively cheap in terms of its discount to intrinsic value. 80% of its businesses are tied to recurring revenues and rate resetting revenues. These can move in lockstep with any inflationary pressures. As a result of pretty strong results, and the recent acquisition of Teco Energy in Tampa Florida, it gives management the confidence to be able to keep ranking up those operating cash flows. They also increased the dividend. Dividend yield of 4.38%.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT EMN-N Eastman Chemical Market Call Tonight (BNN TV) 2016-08-31 $67.890

A very large, highly diversified chemical business that manufactures a series of different plastics, polymers, olefins as well as synthetic fibers. One of the biggest challenges has been compression of crack spreads that have been tightening, so any of the plastics they are making are getting more expensive and margins are getting squeezed. Another challenge is the reduced demand for acetate tow, of which they are the biggest manufacturer, which are used primarily for filters for cigarettes and ink reservoirs for pens. The amount of leverage on the balance sheet is pretty high, at about 3.2 to 4 times. However, valuation is pretty compelling. Price to cash flow is at about 6X and earnings at about 9.6X. If you can stomach the volatility it is probably going to be a really good business to hold. They are committed to dividend growth. Very well diversified.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN No View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2016-08-31 $51.720

This is the one stock he would be deploying capital to. The biggest network of natural gas infrastructure this country has. 2 million users. They have very well established projects. Despite the strife going on for Energy East, these are existing pipelines. Has a tremendous track record of being able to deliver value to shareholders through growing dividends. Disciplined in their management of capital.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY FB-Q Facebook Market Call (BNN TV) 2016-08-31 $126.120

She likes this. She sees very good earnings and revenue growth coming. Has decent valuations. This has a very strong management team, and has really been able to execute on all their plans. This is the kind of great long-term holding that you want.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
BUY FB-Q Facebook Market Call Tonight (BNN TV) 2016-08-31 $126.120

(Market Call Minute.)

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2016-08-31 $19.960

There is a 25% potential increase in the absence of gold even doing anything. Management has taken on the challenges head-on, addressing some of the issues with their operations. They have 4 mines in Canada, 2 in Mexico and a few more in Central and South America, all jurisdictions that are safe.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD GD-N General Dynamics Corp. Market Call (BNN TV) 2016-08-31 $152.220

Raytheon (RTN-N) or General Dynamics (GD-N)? In defence, spending is expected to decrease, not increase. Most of the growth is expected to come from outside of the US. This one is trading at fair value and she would call this a Hold. Raytheon looks slightly more attractive.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
PAST TOP PICK GIL-T Gildan Activewear Inc. Market Call Tonight (BNN TV) 2016-08-31 $38.610

(A Top Pick Feb 25/16. Up 13.72%.) He still likes this. Manufacturers underwear, socks and every day active wear. Not everybody goes to the high end every time.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2016-08-31 $78.380

There has been a lot of concern about some of the competition coming from Merck (MRK-N) hep C medication. Right now, Gilead is really the market leader for hep C and HIV treatment. They had to lower some of the pricing and make the treatment a little shorter, which is good for the patient. However, they have still been able to maintain about 80% of the market share. This is a great value in the biotechnology sector. Dividend yield of 2.41%.

Erin Gibbs US EQUITIES OPTIMISTIC Yes View
HOLD GT-Q Goodyear Tire Market Call Tonight (BNN TV) 2016-08-31 $29.350

(Market Call Minute.) The tire industry is undergoing some significant change, but this company seems to be rightly poised for it. They are building a world-class factory in Mexico.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT HD-N Home Depot Market Call (BNN TV) 2016-08-31 $134.120

The US housing market has really recovered, and in fact US home sales were the highest since before 2007. This is one of her favourites and strongest in the US housing sector. They have a lot of online sales. 

Erin Gibbs US EQUITIES OPTIMISTIC Yes View
PAST TOP PICK IBM-N IBM Market Call (BNN TV) 2016-08-31 $158.880

(A Top Pick June 13/16. Up 5.83%.) This is a long term holding. She sees them executing in a lot of their changing, going from more consulting services, cloud computing, mobile services. Has an attractive dividend yield.

Erin Gibbs US EQUITIES OPTIMISTIC Yes View
PAST TOP PICK MFC-T Manulife Financial Market Call Tonight (BNN TV) 2016-08-31 $17.890

(A Top Pick Feb 25/16. Up 4.17%.) Still cheap and still hated. In the upcoming quarter they are probably earmarking some costs associated with their revisions with their actuarial assumptions. There are some challenges ahead, but feels that a lot of them are priced in. The dividend is sustainable.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD MSFT-Q Microsoft Market Call (BNN TV) 2016-08-31 $57.460

Sees this as a Hold, more of a market perform. A lot of this has to do with the PC market and with PC upgrades slowing down. Also, doesn’t see any accretive contribution on their recent LinkedIn acquisition. They have struggled with a lot of their mobile applications. Also, revenue growth seems to be pretty meager. They have an enormous amount of revenue from outside the US, so the strong US$ hurts.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
DON'T BUY PAYX-Q Paychex Market Call (BNN TV) 2016-08-31 $60.670

There is an enormous amount of competition between this and Automatic Data Processing (ADP-Q). She sees competition as holding them both back. They are both trading at very high multiples in the upper 20s, and you are really not getting paid for it in growth. She doesn’t see this as attractive. Trading at 27X forward earnings.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
TOP PICK PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2016-08-31 $30.210

An unloved, but diversified business. They are in the process of diversifying even more. A lot of their recent acquisitions, such as Borrowell and Wealthsimple, although small can actually be considerably disruptive to the investment industry. They are tied to robo-revisery services. Dividend yield of 5.2%.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT RTN-N Raytheon Market Call (BNN TV) 2016-08-31 $140.130

Raytheon (RTN-N) or General Dynamics (GD-N)? In defence, spending is expected to decrease, not increase. Most of the growth is expected to come from outside of the US. This company looks slightly more attractive, because they have more exposure to international growth.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
BUY SBUX-Q Starbucks Market Call Tonight (BNN TV) 2016-08-31 $56.230

(Market Call Minute.) A lot of people are not convinced that their competitor at Restaurant Brands (QSR-T) is making the right step in moving to the UK.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK SFM-Q Sprouts Farmers Market, Inc. Market Call (BNN TV) 2016-08-31 $22.530

She likes this company, because they do reasonably priced food. They are expecting 14% revenue growth next year, and 4% same-store sales growth. It is a high growth company in the consumer staples space. Also, they tend to have smaller square footage stores. They’ve seen some good growth in the number of stores, and are expecting to expand their stores by 16% this year.

Erin Gibbs US EQUITIES OPTIMISTIC Yes View
PAST TOP PICK SYK-N Stryker Corp. Market Call Tonight (BNN TV) 2016-08-31 $115.660

(A Top Pick Feb 25/16. Up 14.39%.) Hospital equipment. The growth drivers are charged by the demographics, but also having really high quality equipment, and making strategic acquisitions to integrate itself into the hospital industry structure in a better way. (Wouldn’t buy at current prices, but wait for a 10% pullback at least.)

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY T-N A T & T US Market Call (BNN TV) 2016-08-31 $40.880

She likes a lot of the very stable telecom companies. Both AT&T and Verizon (VZ-N) look similar to her, and offer similar dividends. Both would be income plays, not a price appreciation play. 4.7% dividend.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
COMMENT TJX-N TJX Companies Market Call (BNN TV) 2016-08-31 $77.440

One of her favourite retailers. A little pricey when it comes to valuations, but they are the one retailer that really has been able to have consistent same-store sales growth. As a brick/mortar store one thing they have done really well is coming up with an advertising campaign that makes shopping an experience. It advertises as more of a hunt, which encourages shoppers to keep coming back to the stores on a more frequent basis. This is going to do well for them coming into the holiday season.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
COMMENT UNH-N UnitedHealth Group Inc Market Call Tonight (BNN TV) 2016-08-31 $136.050

A great business, and a leader in Pharma/benefits management space. Their franchise of Optum has been eating up market share in that fragmented space. Also, have contracts with the US military. Thinks it could have a little bit of volatility if there is a Clinton president, which could give you a buying opportunity.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT UTX-N United Technologies Market Call (BNN TV) 2016-08-31 $106.430

Although this is aerospace, they also have a lot of other businesses, including elevators and air conditioners. She is expecting them to grow in air conditioners, because of all the new home sales in the US. Good revenue growth. Trading at about 16X Forward Earnings, which is less then the S&P 500, but she is expecting higher growth in the market, and expects this to be a “market outperform”.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
BUY V-N Visa Inc. Market Call (BNN TV) 2016-08-31 $80.900

We are less and less of a cash-based system, and this is one of those companies that is growing. Also, their international revenues are increasing. She sees this as a long-term, secular upward trend, and a good Buy.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
HOLD V-N Visa Inc. Market Call Tonight (BNN TV) 2016-08-31 $80.900

(Market Call Minute.) He would rather buy one of the other individuals further back along the supply chain within fintech such as Total Systems Services (TSS-N) or Ventif (?).

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2016-08-31 $38.090

A company that is attributed with everything that is wrong with the healthcare Index in Canada. It represents an extraordinarily high amount of the healthcare Index at 50% or 60%. Believes they have possibly turned over a new leaf. However, the stock has also been reset. It is possible they can get to $40 which would give a 29%-30% return, but you have to have the stomach for it. 2nd quarter results showed a sequential improvement with earnings per share at $1.40. He would treat this as a trading stock.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
PARTIAL SELL WFC-N Wells Fargo Market Call Tonight (BNN TV) 2016-08-31 $50.800

This has been a huge beneficiary from the expectations of higher interest rates. It is possible that those expectations get dashed again. If so, it would not be a bad idea to harvest some profits, but he would not Sell all. If you are looking for an entry point, wait for the probabilities of September interest rate hikes to get dashed away.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK WSM-N Williams-Sonoma Inc. Market Call (BNN TV) 2016-08-31 $52.640

(A Top Pick June 13/16. Up 4.12%.) Hasn’t quite seen some of the run-up that she would like, or some of the same store sales growth she had been hoping for. From a valuation point of view, she now considers this as a Hold. The well-heeled consumer will remain, but the real growth in the economy is more from middle America, and this company is just not going to participate in the growth as much.

Erin Gibbs US EQUITIES OPTIMISTIC Yes View
COMMENT XOM-N Exxon Mobil Market Call (BNN TV) 2016-08-31 $87.140

Large oil/gas favourite? One of her favourites would be Exxon Mobile. They offer an attractive dividend yield. Valuations have become a little more reasonable. A well diversified structure. Good product mix between oil and gas. 3.5% dividend yield.

Erin Gibbs US EQUITIES OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-30 $0.020

Market. We have had a good move in oil and oil stocks, and thinks people are waiting for the next couple of months to play themselves out to get more conviction in terms of shorter-term direction. He’s been calling for $60 oil for next year. September is usually a poor month for energy stocks and oil. Now we have the distraction of having an OPEC meeting at the end of September, whether it be a freeze or no freeze. Whether they formally agree or not to increase production, is a bit of a joke, but the market has really gotten caught up in it. We have also seen speculative net length in oil itself, increase pretty materially and at the same time there has been a huge drawdown in the Short interest in oil. The oil price must really be high enough that allows US industry to drill enough to grow production once again.

Eric Nuttall CANADIAN ENERGY & SMALL CAP UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-08-30 $0.020

Oil or gas? This was topical earlier this year when people were bearish on oil, and then everybody piled into the natural gas names, and not inflated the multiples. He would say that natural gas names are relatively more expensive, so his predisposition would be to buy oil names. Gas is capped whereas oil you could have a pretty significant spike in the next few years. However, he prefers looking at this through individual companies.

Eric Nuttall CANADIAN ENERGY & SMALL CAP UNKNOWN _N/A View
HOLD A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-08-30 $0.020

Telecom for an income investor? He likes the telecom sector. It is interest rate sensitive, because typically they are a lower growth sector. The whole idea of whether interest rates go up or not is open to debate. He is very skeptical that rates will go up. Would be inclined to stick with US holdings, and lighten up on Canadian holdings, because valuation is cheaper in the US.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-08-30 $106.000

The European commission is saying to the Irish government that they need to go to Apple and get back 13 billion euros in back taxes. This is outrageous. They are really using competition policy to go after this, and essentially their trampling over the sovereignty of Ireland, who can decide what tax rate to achieve. Thinks it is overreaching.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-08-30 $106.000

Thinks the bull case for this is that it is cheap and has tons of cash. However, it is hard to see, with 65% of its earnings coming from the iPhone, what is next. It is hard to see how this will grow, as you are not going to get it through iPhone sales or through iPad. A great company with great iconic products, but how do you grow that business?

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT ABT-T Absolute Software Corp. Market Call (BNN TV) 2016-08-30 $7.100

Sold his holdings earlier this year because, as the company was entering into a transition point where they are investing more in research development and are in more sales staff, there is going to be a compression and margins in the story would just stall out. Intends to revisit this sometime in 2017. They are holding around $60 million in net cash, so the dividend is safe.

Eric Nuttall CANADIAN ENERGY & SMALL CAP UNKNOWN No View
SELL AEM-T Agnico-Eagle Mines Market Call Tonight (BNN TV) 2016-08-30 $66.510

(Market Call Minute.) This should have been sold a week ago.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
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