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
  
DON'T BUY NMC-T (Dead) Newmont Mining Market Call (BNN TV) 2006-03-27 $59.010 Gold stocks seem to reach a certain level and don't want to go any higher. The market is more interested in the base metals right now. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC No View
DON'T BUY NYX-N (Dead) NYSE Group Market Call (BNN TV) 2006-03-27 $79.470 There was so much hype and so much expectation that you could see it setting up the retail investor for a hit. You have to be careful about these things that have so much excitement and publicity. Don't let your heart get ahead of your head. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT PALM-Q (Dead) Palm Inc. Market Call (BNN TV) 2006-03-27 $20.940 Thinks there will be a battle royal with RIM (RIM-T). Rim has the better product placement right now and has more deals with more wireless carriers around the world and this company’s job is to get that penetration. This one is more attractively priced as a stock. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC No View
TOP PICK PDP-T (Dead) Petrolifera Petroleum Ltd. Market Call (BNN TV) 2006-03-27 $12.490 In Argentina and hitting giant wells that right and centre. They are on pause right now while they are trying to secure a new drilling rig. The net asset value is about $16. They also have a huge acreage position in Peru which they haven't started drilling yet. Peter Hodson NORTH AMERICAN BULLISH Yes View
DON'T BUY PVM-T Pine Valley Mining Corp. Market Call (BNN TV) 2006-03-27 $1.530 Have had production/transportation problems. Did a big financing which is going to sop up a lot of demand for the company. Failed to execute and the market is changing on them dramatically. Peter Hodson NORTH AMERICAN BULLISH Yes View
BUY ROC-T Rothmans Inc Market Call (BNN TV) 2006-03-27 $20.570 Stock hasn't been doing very well considering the long-term track record of the company. There is always the concern about lawsuits in the cigarette industry. Anytime you get a company that is more or less the dominant player in the country and has an addictive product that generate cash flow, it's never usually a bad investment. If you're looking for dividends, a great investment. Peter Hodson NORTH AMERICAN BULLISH No View
BUY RY-T Royal Bank Market Call (BNN TV) 2006-03-27 $50.150 The preferred bank in Canada. Always more expensive, but it's always better to pay more for a better company. Dividend keeps increasing. Well-managed. Prefers companies that have better growth profiles then banks. Peter Hodson NORTH AMERICAN BULLISH No View
PAST TOP PICK SES-T (Dead) Saxon Energy Services Market Call (BNN TV) 2006-03-27 $4.650 (A Top Pick Nov 17/05. Down 1%.) An oil/gas service company. Dropped with the rest of them. Still likes it. Longer term energy services play. Peter Hodson NORTH AMERICAN BULLISH Yes View
TOP PICK SKR-T Skye Resources Market Call (BNN TV) 2006-03-27 $7.600 Nickel play in Guatemala. Nickel companies are looking for assets and this is a company with a perfect asset in the perfect place. Undervalued based on what could happen in a takeover. Also have some technology for nickel recovery which, if it works, could add a couple of dollars to the stock. Peter Hodson NORTH AMERICAN BULLISH Yes View
BUY TCW-T Trican Well Service Ltd. Market Call (BNN TV) 2006-03-27 $51.450 The sector has taken a bit of a hit because of fears of declining capital expenditures from the producers. Feels that the fears are very much overblown. A very well-run company. A cyclical play that should be good for 3/4 years. Peter Hodson NORTH AMERICAN BULLISH Unknown View
BUY TIH-T Toromont Industries Market Call (BNN TV) 2006-03-27 $24.720 Caterpillar equipment dealer. Prefers Finning (FTT-T). Very well-run company and has always traded at a premium multiple but there has been some contraction in that. Quality name. David Baskin NORTH AMERICAN - LARGE OPTIMISTIC No View
HOLD TTH-T Transition Therapeutics Inc Market Call (BNN TV) 2006-03-27 $0.680 Wouldn't be the best company in the biotechnology space. Not a bad company. Peter Hodson NORTH AMERICAN BULLISH No View
SELL AAV-T Advantage Oil & Gas Ltd Market Call (BNN TV) 2006-03-24 $22.500 One of the poorer quality energy trusts. Primarily a natural gas weighted trust. Has a high debt level and a high payout ratio. Robert Lauzon ENERGY BULL on ENERGY No View
PAST TOP PICK ARF-T (Dead) Armtec Infrastructure Market Call (BNN TV) 2006-03-24 $18.400 (A Top Pick Dec 23/05. Up 6%.) Likes this one as an infrastructure play in Canada. They make the materials for pipes and sewers as bridges and roads are being built. A good entry point. Have increased distributions. Robert Lauzon ENERGY BULL on ENERGY Yes View
STRONG BUY ARG-T Amerigo Resources Market Call Tonight (BNN TV) 2006-03-24 $2.610 Looks more like a manufacturing company than a mining company. They take tailings off a large copper producer in Chile and process the waste and get a lot of copper. 50 year resource. Very low tech and low cost and they have the ability to double/triple their operation in the next 5 years. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN Yes View
BUY ARX-T Arc Resources Ltd Market Call (BNN TV) 2006-03-24 $27.230 Very positive on this trust. Feels that gas/oil will remain high. Good entry point. Robert Lauzon ENERGY BULL on ENERGY Yes View
WEAK BUY AYP.UN-T (Dead) ACS Media Income Fund Market Call (BNN TV) 2006-03-24 $8.850 Form of Yellow Pages based in Alaska so there is a smaller market. The only risk is the foreign exchange risk. All of its cash flow is in US currency. He feels the Canadian dollar will continue to be strong. Robert Lauzon ENERGY BULL on ENERGY Yes View
COMMENT BWR-T (Dead) Breakwater Resources Market Call Tonight (BNN TV) 2006-03-24 $1.310 High risk, but when it goes, you dig your fingernails in and hang on. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN No View
DON'T BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2006-03-24 $15.700 Has a high debt level and was nearing some of its covenants. A gassy trust. Reserve life index is around 10 years. Feels they are spending too much money on exploration. Feels they are spending too much money on exploration. Robert Lauzon ENERGY BULL on ENERGY No View
BUY CET-T Cathedral Energy Services Market Call (BNN TV) 2006-03-24 $11.000 One of his top in the energy service sector. Robert Lauzon ENERGY BULL on ENERGY Yes View
DON'T BUY CLC-T (Dead) CML Healthcare Market Call (BNN TV) 2006-03-24 $14.400 Payout ratio is about 90/95%. Expect distributions will grow at about 3/5%. Valuation is a little bit high. Some of their facilities need upgrading so there could be some capital expenditures spent. Governmental control could affect their income. Robert Lauzon ENERGY BULL on ENERGY No View
BUY on WEAKNESS CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2006-03-24 $22.420 Oil weighted. The reserve life index has been moved from 8 years to over 11 years. Have done a great job of acquiring properties and growing their reserve life. Robert Lauzon ENERGY BULL on ENERGY Yes View
TOP PICK ECA-T Encana Corp Market Call Tonight (BNN TV) 2006-03-24 $55.950 Western Canadian natural gas stocks have been beaten down but should recover in six months. They benefited from last fall’s hurricane. The present low prices of natural gas cannot stay for long Bill Harris, CFA ENERGY/RESOURCE UNKNOWN Yes View
WEAK BUY ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2006-03-24 $13.100 A very safe and stable pipeline trust. If you're looking for safety, continue to hold it. You not going to get burned by it. If you're looking for growth, you should look at another sector. Robert Lauzon ENERGY BULL on ENERGY No View
TOP PICK FAL-T Falconbridge Ltd Market Call Tonight (BNN TV) 2006-03-24 $40.430 Nickel was the tightest coming into this metals bull market 5 years ago and they managed to fully restock the metal 2 years ago. It is now becoming tight again. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN Yes View
DON'T BUY FDG.UN-T Fording Canadian Coal Trust (Inc Trust) Market Call (BNN TV) 2006-03-24 $45.730 All of his active funds have sold this trust although some of the index funds still have some. There are some increasing costs as well as a concern on the pricing of their coal sales. The best is probably behind it. If you own, wait for the distribution on March 29. Robert Lauzon ENERGY BULL on ENERGY Yes View
BUY FEI-T (Dead) Fortress Energy Inc. Market Call Tonight (BNN TV) 2006-03-24 $1.460 It is fairly established for a junior company as they have an asset base and a full management team. They have extremely high quality people there but they don't have name brand recognition. The extremely warm winter has held them up. During this period they have built up their opportunity base and they will come out firing. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN No View
PAST TOP PICK FEL.UN-T Fairborne Energy Trust Market Call (BNN TV) 2006-03-24 $14.380 (A Top Pick Dec 23/05. Down 12%.) Being a gassy weighted name, this has come off in price. A good entry point. Still likes. Robert Lauzon ENERGY BULL on ENERGY Yes View
BUY FO-X Falcon Oil & Gas Market Call Tonight (BNN TV) 2006-03-24 $2.240 Was one of his top picks in Oct/05. This was not an exploration risk, but was at technical risk. They have gas fields that are very deep and very difficult to get at. They have also gone to Hungary. The resource is so big, he felt it was worthwhile as an investment. Feels that it will move higher. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN Yes View
WEAK BUY GLF.UN-T Golf Town Income Fund Market Call (BNN TV) 2006-03-24 $11.680 The payout ratio last year was exceptional and will probably continue. He avoids retail and seasonal businesses and this one falls in that camp. If it's a small position in your portfolio, you probably won't go wrong. Robert Lauzon ENERGY BULL on ENERGY No View
WAIT HTE.UN-T Harvest Energy Trust Market Call (BNN TV) 2006-03-24 $34.160 He just sold his holdings. Has just merged with Viking Energy and he wants to let that story play out and see how they integrate as it was a fairly substantial acquisition. Robert Lauzon ENERGY BULL on ENERGY No View
WEAK BUY IE-T (Unlisted) Ivanhoe Energy Market Call Tonight (BNN TV) 2006-03-24 $3.050 They have 3 big assets and any one of them have the ability to be a multibillion-dollar asset. They are all long-term so could take a while, but if any one of them work out it will be extraordinarily valuable. The stock is expensive and speculative. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN No View
DON'T BUY KER.UN-T Ketch Resources Trust Market Call (BNN TV) 2006-03-24 $11.250 Missed a lot of their production numbers so he sold his holdings. A gassy name. Thinks it will be taken over in the next year but don't expect too much of a premium on this. Robert Lauzon ENERGY BULL on ENERGY No View
SELL LGY.UN-T Legacy Hotels Market Call (BNN TV) 2006-03-24 $8.470 Have some very nice properties, but they are big properties that need very high occupancy rates to make them efficient. Its parent, Fairmont, is being taken over which puts a different valuation on this and are starting to trade closer to their net asset value. Would consider moving out. Robert Lauzon ENERGY BULL on ENERGY No View
PAST TOP PICK LIV.UN-T Livingston Int'l Income Fund Market Call (BNN TV) 2006-03-24 $25.900 (A Top Pick Dec 23/05. Up 18%.) Good synergies with their recent acquisition. Robert Lauzon ENERGY BULL on ENERGY Yes View
TOP PICK MTL-T Mullen Group Ltd Market Call (BNN TV) 2006-03-24 $32.400 Normally he avoids the trucking sector. About 30% of their cash flow comes from the trucking sector. The balance comes from their oil service sector. Recently merged with Producers Oilfield Services and have spun out another trust which could create some good value. Robert Lauzon ENERGY BULL on ENERGY Yes View
BUY on WEAKNESS NIF.UN-T Noranda Income Fund Market Call (BNN TV) 2006-03-24 $13.120 Has a 30 year subordination agreement of the cash flow so a stable trust. Present price may be a little ahead of itself. Would buy below $13. Robert Lauzon ENERGY BULL on ENERGY Yes View
WEAK BUY NPI-T Northland Power Inc Market Call (BNN TV) 2006-03-24 $14.760 The power sector is probably the most defensive and lowest risk as cash flow is usually contracted out for 20/30 years. The sector has high payout ratios, high debts and not much growth potential. If you can get it at a 7/7.5% yield you won't lose much. Robert Lauzon ENERGY BULL on ENERGY No View
TOP PICK NVU.UN-T Northview Apartment Real Estate Market Call (BNN TV) 2006-03-24 $22.480 Owns multi-residential real estate in some high-growth areas. This one is a defensive pick. Gives about a 5% yield. Sees some good growth and stability due to increased migration into Alberta and the North. Robert Lauzon ENERGY BULL on ENERGY Yes View
WAIT PBL-T Pollard Banknote Ltd Market Call (BNN TV) 2006-03-24 $10.400 Supplier of lottery and “scratch and win” tickets. Lost one of their major contracts. A very stable business. Would stay on the sidelines and see how the company operates for the next 3/4 quarters. Robert Lauzon ENERGY BULL on ENERGY No View
BUY PEY-T Peyto Exploration & Develop. Market Call (BNN TV) 2006-03-24 $26.030 One of his top gas-weighted names. Has a very high reserve life index. Anything below $25 is a steal. Robert Lauzon ENERGY BULL on ENERGY Yes View
STRONG BUY PFC-T Petrofalcon Corp Market Call Tonight (BNN TV) 2006-03-24 $1.720 Loves the management and the projects they are in. Unfortunately it's in Venezuela but the market is discounting far more risk than what they're really is. Sees it at $5. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN Yes View
TOP PICK PWT-T Penn West Petroleum Market Call (BNN TV) 2006-03-24 $43.240 Undervalued versus the other large liquid royalty trusts by about 5/6%. Gives about a 10% yield. Good growth potential. Robert Lauzon ENERGY BULL on ENERGY Yes View
TOP PICK RBI-T (Dead) Red Back Mining Inc Market Call Tonight (BNN TV) 2006-03-24 $2.900 Conservative way to play gold. Has a hard asset value of $2.50 with a really experienced management team that wants to turn it into a flagship company. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN Yes View
BUY RSF.UN-T Royal LePage Franchise Service Market Call (BNN TV) 2006-03-24 $13.500 70% of their cash flow comes from franchise fees which makes it a very stable business. Payout ratio is 70%. Robert Lauzon ENERGY BULL on ENERGY Yes View
DON'T BUY SPB-T Superior Plus Corp Market Call (BNN TV) 2006-03-24 $17.750 Has been a big disappointment over the last year. Made some acquisitions which has created more volatility. Payout ratio is 100%. Have just cut distributions. Robert Lauzon ENERGY BULL on ENERGY Yes View
WEAK BUY TET-T Trilogy Energy Corp Market Call (BNN TV) 2006-03-24 $19.100 A good trust to own if you are keen on natural gas. Payout ratio is a little higher than what he likes. Robert Lauzon ENERGY BULL on ENERGY No View
DON'T BUY TMB-T Tembec Inc. Market Call Tonight (BNN TV) 2006-03-24 $1.710 Has some very attractive US bonds that have a high yield. He likes the bonds that the than the stock. It's tough to see how they are going to turn the company around. The bonds will help. Bill Harris, CFA ENERGY/RESOURCE UNKNOWN No View
BUY UWH.UN-T UE Waterheater Income Fund Market Call (BNN TV) 2006-03-24 $15.050 There is a bit of a tie to the housing cycle. Has had a good run and he doesn't seem much more upside to the name. Expect every turn will normalise at around 8/10% a year. They made an acquisition in the security business out of Quebec which gives them another monthly fee. He would like to wait for 3 more quarters before deciding on this one. Robert Lauzon ENERGY BULL on ENERGY Yes View
BUY Y-T Yellow Media Inc Market Call (BNN TV) 2006-03-24 $16.510 It probably has reached a short term price level. Wouldn't be too concerned about US competition coming in. 6.25% yield which is lower than average, is due to the business being very stable. Robert Lauzon ENERGY BULL on ENERGY Yes View
BUY AMT-N American Tower Market Call Tonight (BNN TV) 2006-03-23 $30.900 Performing very well. They have thousands of towers across North America and supply services to wireless phone companies. David Burrows NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY ATY-T (Dead) ATI Technologies Market Call (BNN TV) 2006-03-23 $17.360 This company and Nvidia (NVDA-Q) have owned the gaming chip market. They have such a lead in the graphics industry you can play them off against one another. Long-term, it should be all right. Michael Sprung CANADIAN LARGE & INCOME TRUSTS SELECTIVE Unknown View
BUY on WEAKNESS BAM-N Brookfield Asset Management Inc. Market Call (BNN TV) 2006-03-23 $54.000 Has disposed of a lot of resource assets and concentrated a lot more in real estate. Current management does a tremendous job. Would look to buy on any 10/15% pullback. Michael Sprung CANADIAN LARGE & INCOME TRUSTS SELECTIVE No View
WEAK BUY BCE-T BCE Inc. Market Call (BNN TV) 2006-03-23 $28.440 If you are looking for something you're not going to get hurt too badly in and some potential for some modest capital gain going forward, it would be okay. Michael Sprung CANADIAN LARGE & INCOME TRUSTS SELECTIVE Yes View
HOLD BNP-T Bonavista Energy Corp Market Call (BNN TV) 2006-03-23 $37.010 Fairly priced right now. A good yield of a little over 10%. Distribution will likely be sustainable over the next year or two. Has some good assets. Michael Sprung CANADIAN LARGE & INCOME TRUSTS SELECTIVE Unknown View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2006-03-23 $47.110 Likes it off shore operations in the Caribbean and Latin America. Very well positioned. One of the best managed banks. Michael Sprung CANADIAN LARGE & INCOME TRUSTS SELECTIVE Yes View
DON'T BUY CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2006-03-23 $40.220 Energy stocks have corrected anywhere from 20 to 30%. Now there is some bouncing back. There has not been enough time or price correction to say that the correction is over. Would prefer the oil sands companies instead. David Burrows NORTH AMERICAN - LARGE SELECTIVE No View
PAST TOP PICK CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2006-03-23 $85.330 (A Top Pick Dec 7/05. Up 12%.) Still likes. Would not buy at current prices, but would continue to hold. Michael Sprung CANADIAN LARGE & INCOME TRUSTS SELECTIVE Yes View
TOP PICK CTSH-Q Cognizant Technology Solutions Corp. Market Call Tonight (BNN TV) 2006-03-23 $57.230 A technology integration company. They do software installations in IT services. Earnings have been growing between 40/50% a year. Have beaten the estimates about five quarters in a row. Corporate America is flush with cash right now and are using it to reinvest in their business. David Burrows NORTH AMERICAN - LARGE SELECTIVE Yes View
DON'T BUY CWM.UN-T Canwest Media Networks Income Fund Market Call (BNN TV) 2006-03-23 $9.560 In light of the recent announcement on broadcasting, this is a company that in the long-term could be fairly vulnerable. Also, currently its valuation is a bit rich. Michael Sprung CANADIAN LARGE & INCOME TRUSTS SELECTIVE No View
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