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Compiling comments that experts make about stocks while on public TV.

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-26 $0.020

How to Pick AGMs to attend.  He goes to ones he is interested in so he can evaluate management.  He usually goes to ones that are not doing well and then he keeps going if he buys.  An excellent art of due diligence.  There is also free food sometimes.  He also talks to CEOs before or after AGMs.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-26 $0.020

Markets.  Low oil prices eventually bleed through into economies and it is a huge plus.  The economy will do that much better than it would otherwise.  He has been looking at a lot of oil and gas but he has not played it well so far.  Oil and gas is about as out of favour as you can get and that makes it contrarian investing. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN _N/A View
DON'T BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2015-03-26 $124.240

He thought APPL would get creamed at some point but overall it has continued to go up.  Tech companies do get beaten down at some point.  You have to keep coming back with sexy products.  He thinks it is crazy that they took on more debt when they had so much money in the kitty.  Tech companies do get beaten up at some point.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
WATCH ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-03-26 $33.170

It’s a good business model.  The numbers looked good but the outlook was bleak in the last report.  Some of the issue is weather-related (East Coast).  They need to do more acquisitions and they need to be outside of Alberta.  They may use this opportunity to buy some dealerships that were not going to sell previously.  He will add to it eventually.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
PAST TOP PICK AJX-T AgJunction Inc Market Call Tonight (BNN TV) 2015-03-26 $0.780

(Top Pick Apr 4/14, Down 17.02%) They are looking at a merger with a company of equal size.  They will double in size and loose a little bit of money.  They say this will help them with more excellent technology in the agricultural technology space.  They are moving from about 72 Million to 120 Million shares so that is quite a bit of dilution and will affect his target price.  They have a clean balance sheet and money in the bank.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
SELL ARF-T Armtec Infrastructure Market Call Tonight (BNN TV) 2015-03-26 $0.025

It is unlikely they will continue.  They are in dire, dire straits and are shopping the company around.  Thinks they will be delisted and shareholders will get nothing.  They had too much debt and got hit by the recession.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
TOP PICK ASR-T Alacer Gold Corp Market Call Tonight (BNN TV) 2015-03-26 $2.680

Lots of money and no debt and they are expanding their copper deposit.  Companies have been looking at them and they could get possibly taken over at some point.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
SELL AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-03-26 $28.100

Does not know about the spin-off.  They are being looked at by regulators, questions about insider trading and at some point there could be some nasty articles about the corporation and what they have done.  When you deal with the gaming sector, there are some people that can be less savory than others. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
WATCH BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-03-26 $66.490

Likes it for the longer term.  Might be susceptible to a market pullback.  They are looking at more investment in Brazil and Europe.  Don’t rush in at this point.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-03-26 $2.510

A tough call.  It is about the ‘C’ series catalyst.  They are 80% of the way through the testing.  If they finish by end of year they can get a few more orders.  It is a cheap stock but very much a show-me story.  The Paris air show is coming up and they might get some orders out of that also.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
WATCH BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-03-26 $2.510

They had difficulties 10 years ago.  Then recently they took on extra debt and the ‘C’ series was delayed.  He had been pessimistic all this time and felt they would do an equity raise.  In this case he was right.  They took on more debt and the balance sheet is ugly.  He recommends waiting for more risk to come off even though the upside will remain the same.  They are, however, a leader in the field.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
WAIT BCE-T BCE Inc. Market Call (BNN TV) 2015-03-26 $53.340

Recently sold it because he thought it was overly expensive.  A good, safe yield.  There are some CRTC issues but he does not think they are meaningful to the stock price.  $50ish is a good re-entry point.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
TOP PICK BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-03-26 $20.020

(Top Pick May 22/14, Down 54.04%) He probably should have sold and come back later.  It has good assets and a good cost base and they are a good company.  When oil prices start to recover they will be a prime beneficiary of that.  It is a high quality company and just needs some support from oil prices.  He is not suggesting people back the truck up but just put a toe in.  6% yield.  The Saudis can’t produce oil for the entire world and no one but they can make money at these levels.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
TOP PICK CET-T Cathedral Energy Services Market Call Tonight (BNN TV) 2015-03-26 $2.010

They cut their dividend in half.  They cut their capital spending in half.  They cut half their labour cost.  They have a reasonably good balance sheet.  It is a good time to buy in now.  They are smartly managed and a number of companies in this sector will go bankrupt or chapter 11 so this will eliminate competition.

$10+ Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
DON'T BUY CPB-N Campbell Soup Company Market Call (BNN TV) 2015-03-26 $45.040

Kraft/Heinz deal:  It put all of these companies into play in people’s minds.  But he does not see a lot of value in these names.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
DON'T BUY CPD-T iShares S&P/TSX Preferred ETF Market Call (BNN TV) 2015-03-26 $15.370

Not a huge fan of index, passive investing.  This especially does not make sense in the preferred share market.  You need active management to do it properly.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
PAST TOP PICK CSE-T Capstone Infrastructure Market Call Tonight (BNN TV) 2015-03-26 $3.670

(Top Pick Apr 4/14, Down 2.18%) The regulator came in and said they would lower prices in England.  But they said the dividend will keep going.  Lots of cash in the bank.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
BUY D.UN-T Dream Office REIT Market Call (BNN TV) 2015-03-26 $26.260

Not the most highly regarded trust out there.  Decent exposure to Calgary office space.  But everyone knows about these concerns.  It has an 8% yield.  The dividend is safe.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
DON'T BUY DGC-T Detour Gold Market Call Tonight (BNN TV) 2015-03-26 $11.080

Does not follow any more.  He has never been close to buying it.  He owns 4 other gold companies.  He likes the gold sector but never came close to buying into this one.  Most companies in the sector have poor balance sheets. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
WEAK BUY DOL-T Dollarama Inc. Market Call (BNN TV) 2015-03-26 $69.050

It just won’t quit.  They increased their view of how much they can expand in terms of stores.  It is defensive.  He can’t get over the valuation but clearly it has been going up and still will.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2015-03-26 $14.070

Gas is the primary driver of this one.  There continues to be lots of gas.  Even if production pulls back it is easy to put it back on.  He can’t see the price of gas going up dramatically.  They had lots of balance sheet issues, but addressed those with an equity raise.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
BUY ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2015-03-26 $15.550

They just raised the dividend 15%, the biggest in their history.  They might increase the dividend again at the end of next year.  He has tremendous confidence in the management.  They have had less customers falling off them recently.  Companies they bought turned out very well. 

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
PAST TOP PICK FLEX-Q Flextronic International Market Call Tonight (BNN TV) 2015-03-26 $12.340

(Top Pick Apr 4/14, Up 33.26%) Still likes it a lot.  Recent results were good.  Revenue and income are going up.  They are buying back a ton of shares.  Great comeback from the recession when they were losing money.  They could get taken over.

$18+ Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
WEAK BUY FRU-T Freehold Royalties Market Call (BNN TV) 2015-03-26 $18.270

Oil and gas royalty company.  The attraction is the lower operating risk, but you are still exposed to the commodity price.  It is a call on oil prices.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
TOP PICK FUNC-Q First United Market Call Tonight (BNN TV) 2015-03-26 $8.570

Good financial ratios and capitalization ratios.  If they start repaying a dividend he can see a cent or two a quarter and then moving up from there.  Thinks they will start the dividend this year.  A nicely managed company.

$20+ Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
WAIT HNL-T Horizon North Logistics Market Call Tonight (BNN TV) 2015-03-26 $2.470

He has heard a lot of pessimism.  They got hit but the cutbacks in the north because they supply camps for oil and gas companies and that will hit their bottom line.  A great company for him to follow.  It is a direct oil and gas play.  It is worth looking at but the question is when to buy in.  Perhaps the end of the year with tax loss selling.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
PAST TOP PICK IGM-T IGM Financial Inc. Market Call (BNN TV) 2015-03-26 $45.800

(Top Pick May 22/14, Down 9.17%) It was about turning around redemptions.  Earnings have gone up but there was compression of their multiple because of pressure on their fees.  His price target is down a little from last year.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
DON'T BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-03-26 $64.960

They had a 2 for 1 split today.  It should not have a big impact on the price.  It is tied into the US economy.  It is cheap on a PE ratio but it is at the high end of its range.  It is a popular stock and could be susceptible if we get more of a market correction. 

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
SPECULATIVE BUY NBG-N National Bank of Greece SA Market Call Tonight (BNN TV) 2015-03-26 $1.310

He sold and lost money on this one.  There is talk of Greece running out of money.  The stock has been diluted tremendously.  This is a dangerous, dangerous company.  It is hard for them to go under and there may be a lot of upside.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
WATCH NOT-X Noront Resources Ltd. Market Call Tonight (BNN TV) 2015-03-26 $0.610

The ring of fire will be years in the making.  Certainly they do have a lot of potential.  When you can buy a potential future asset that could be worth mega millions for $20 million, well that’s what Benj likes to do.  They won’t have earnings right away and people will jump at it.  He doesn’t not buy into companies without revenues.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
BUY ORAN-N Orange SA Market Call Tonight (BNN TV) 2015-03-26 $16.220

Pays a nice enough dividend.  He will sell at $27+.  He needs 100%+ upside for him but his partner bought it.  He is not impressed enough with the upside.  The revenues have been coming down but they say they will go up again.  They have cut costs and are leaders in the market.  He is happy to collect the dividend.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Yes View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-03-26 $40.920

The tax changes were not that meaningful for them.  It will not hurt the dividend.  He is out of the name because of lack of demand and more supply coming on.  Prefers AGU-T but is not in that right now either.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
TOP PICK PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2015-03-26 $40.390

It has come down quite a bit, but he likes the assets.  They touch more than half the oil moving around Alberta.  They have assets where he expects development to continue.  They have a decent dividend and decent growth prospects.  If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
BUY REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2015-03-26 $28.880

Very good, stable stock.  Retail plazas around the country.  Not a ton of growth so they are captive to interest rates.  A high quality company.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
DON'T BUY S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2015-03-26 $2.210

Lots of difficulties.  He did not come away from the AGM with their management.  It could be a success but right now he is just too scared.  They likely won’t go bankrupt but he does not have confidence in their management.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
BUY SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2015-03-26 $3.240

A lot of refiners are going to off line in the spring.  They take a look at their facilities and do clean up.  That should affect the price of oil.  It is moving within a pretty good range.  He is not sure where it is going to go.  He still thinks it will go over $65 before year-end.

$65 Benj Gallander CONTRARIAN INVESTING CONTRARIAN Unknown View
WATCH SJ-T Stella-Jones Inc. Market Call (BNN TV) 2015-03-26 $39.950

He sold it on valuation, but the business has done very well.  There is a consolidation going on across North America in that industry.  It is a bit of an illiquid trader as well.  Re-enter below $35.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
PAST TOP PICK SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-03-26 $40.930

(Top Pick May 22/14, Down 19.14%) They are going to fight the charges.  The employees left in the company had nothing to do with it so it is a pity to punish them for it.  They are forbidden from bidding on Canadian government contracts now.  The valuation is reasonable.  They have infrastructure assets they are monetizing. 

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
DON'T BUY TCN-T Tricon Capital Group Market Call (BNN TV) 2015-03-26 $11.160

They continue to deliver.  The company has done very well.  They just bought several hundred single family homes in the US.  They also have a land development business.  It is a bit expensive.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
HOLD TD-T Toronto Dominion Market Call (BNN TV) 2015-03-26 $53.640

The valuations on banks are not hugely challenging but the growth targets are not high.  He does not think credit issues in Alberta are significant.  They are okay and you get almost a 4% dividend.  It won’t be the best year for them but that is in the price.  A good long term place to be and he likes their US exposure.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
WATCH TS.B-T TorstarCorp (B) Market Call (BNN TV) 2015-03-26 $6.640

The dividend is safe for the foreseeable future.  They have a lot of cash on the balance sheet and the question is what they are going to do with it as the newspaper part of the business looks dismal.  Wait to see what they are going to do.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
BUY VSN-T Veresen Inc Market Call (BNN TV) 2015-03-26 $16.410

The future is all about Jordan Cove and bringing it in on time and on budget.  It does not have a lot of energy price exposure in the near term. 

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
COMMENT WCP-T Whitecap Resources Market Call (BNN TV) 2015-03-26 $14.340

Just did an equity raise.  It has done very well.  A high quality company.  Well hedged this year.  If oil prices start to move up you won’t have as much leverage with this name.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
WATCH WFT-T West Fraser Timber Market Call (BNN TV) 2015-03-26 $65.310

Move from Energy to Timber?  You are moving from one cyclical to another but the factors are different.  It is related to US housing and some Chinese buying.  WFT-T is his favourite.  He is looking to reenter it.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Unknown View
WEAK BUY WIN-T Wi-Lan Inc. Market Call (BNN TV) 2015-03-26 $3.010

Does not follow it closely.  They have been working on finding ways to fund these legal battles they fight.  They are looking at partnering with legal firms.  It is not a steady state in terms of earnings growth.  The payout is safe at the moment.

Jeff Young CANADIAN DIVIDEND CAUTIOUS No View
TOP PICK WJA-T Westjet Airlines Market Call (BNN TV) 2015-03-26 $29.600

It has come off a bit after doing very well.  It is the perpetual problem with airlines where they overbuild capacity and demand is not there to keep it up.  They are expanding into more holiday travel.  It sold off on the Western Canada worries and he thinks it is overdone.  They have this economy of premiums and they continue to find ways to add to their revenue line.  The risk is if the economy turns down and air travel falls.

Jeff Young CANADIAN DIVIDEND CAUTIOUS Yes View
WATCH YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2015-03-26 $4.880

Is on his watch list.  Not of tremendous interest but when it catches fire it could move quickly.  The financial statements are not great and they are looking to take care of that.  When gold prices go up this one will go up a lot more than others because a lot of people follow it.

Benj Gallander CONTRARIAN INVESTING CONTRARIAN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-25 $0.020

Markets.  We are in a battle between the deflationary debt and deleveraging, and the central banks printing money.  This has been going on since 2009.  In the smaller cap commodity side things have been very negative for 3 years now.  We are heading into ‘pre-announcement season’.  You are likely to see some pretty big misses and that could put downward pressure on equities.  He is seeing some definite rolling over in global trade.  We could be at a cyclical peak in the inventory cycle.  He tries to find companies that have unique characteristics that are not dependant on short term cyclical factors.  He shorts cyclical companies with negative currency exposure.  We are heading into the weakest period of the year for metals.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-25 $0.020

Markets.  On the US economy he is optimistic but not so much on the markets.  The first quarter is going to be difficult.  The strong dollar, lower exports, and is energy collapsing, but 2.5-3% growth should occur in the rest of the year.  It will pick-up because of the price of gas.  Americans live pay cheque to pay cheque and so this will translate into consumer spending.  There is a lag until that really flows into retail sales.  Canada is different with its bigger exposure to energy, which will bleed through to the rest of Canada.  You add to that how emerging markets are still facing a lot of growth challenges and that will weigh on commodities.  Also our consumers are quite levered.  Canada is much more challenged.  Just because we have been up for 6 years does not mean we can’t go for 7.  But we have seen an increase in volatility.  Earnings are not increasing right now, so the multiple would have to go higher for the market to go higher.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2015-03-25 $123.380

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
COMMENT AC-T Air Canada (B) Market Call Tonight (BNN TV) 2015-03-25 $12.800

The airline industry has gotten a lot better in Canada and the US.  Load factors are a lot higher.  Fuel is much cheaper.  Fuel surcharges are still on the ticket and now baggage charges.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2015-03-25 $2.120

Has been a tragic story even before the oil price went down.  They have relatively high cost plays.  It looks like a stranded asset.  He would prefer a producing asset that could pay you a dividend.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
HOLD AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-03-25 $28.740

If you can get through the legal overhang there is probably upward potential.  You will have to ride it out.  For the next number of months you will have headline risk.  Given the cash flow potential and the growth potential of the company, it is appealing.  He likes to have significantly more upside potential than downside risk.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-03-25 $2.540

You could argue that you get the aerospace business for free, but they lost enough time on delivering the ‘C’ series that they allowed competitors to eat into what would have been an appealing market for them. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
DON'T BUY BDT-T Bird Construction Income Fund Market Call (BNN TV) 2015-03-25 $9.960

They have exposure directly to energy bit also to construction out west.  He has been short the stock since the energy decline.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
COMMENT BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2015-03-25 $143.560

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-03-25 $19.480

They just lost an equity financing.  Historically it was thought of as a heavy oil play and now it is a light oil play.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
PAST TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-03-25 $19.480

(Top Pick Feb 11/14, Down 48.26%) He sold in the spring after it ran up.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
PAST TOP PICK BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2015-03-25 $3.190

(Top Pick Apr 21/14, Down 69.70%) He sold it just after he recommended it, taking a small loss. 

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
TOP PICK CAM-T Canam Group Inc. Market Call (BNN TV) 2015-03-25 $12.560

Commercial construction the US.  They also offer architectural and design services.  More than a $ billion back log.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
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