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
  
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-05-25 $60.890

For new clients, he would buy a half position on day one. Isn’t looking for big appreciation on this. It pays a good yield and they are increasing their dividend by about 5% a year. There is a lot of wireless growth, which is good for them.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-05-25 $2.950

He really likes the story. Their backlog for 2018 looks very strong, and the stock has moved up quite a bit. They just have to execute on all their orders, and you will be able to see how they do over the next several quarters.

Peter Imhof SMALL CAPS BULLISH Yes View
COMMENT CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-25 $309.450

A dividend grower, but it doesn’t grow very quickly because the family that owns the A shares doesn’t really need the income. The stock has done very well.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-05-25 $51.840

The movie business is still good, but it kind of depends on blockbuster shows coming out. However, they’ve gone into a lot of other things. They are doing a restaurant kind of thing as well as video play and arcade games. Dividend yield of 3.3%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Unknown View
COMMENT CHR-T Chorus Aviation Inc Market Call Tonight (BNN TV) 2017-05-25 $7.430

A little small for his portfolios, but it does have a decent yield. Their contract with Air Canada (AC-T) is until 2025. The 6.5% dividend yield on this is safe.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT CJR.B-T Corus Entertainment (B) Market Call Tonight (BNN TV) 2017-05-25 $13.180

This company has lots of cash flow, but over time it is declining with the industry. If you don’t mind no capital appreciation, but having a good yield, stick with it. He wouldn’t be buying this.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-05-25 $12.260

His outlook is that you are going to get oil trading at $50-$60, and just kind of grind higher over time as inventories decline. In the last quarter, they did some purchases of land, but also sold land to offset that. They have great land positions, but the market isn’t going to pay them for that right now.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT CRH-T CRH Medical Corp. Market Call (BNN TV) 2017-05-25 $8.050

This got up to $11-$12, where he thought it was a little ahead of itself. Markets were jittery and someone came out with a Short report, so a lot of Shorts piled on and the stock came off quite a bit. At the current value of around $8, it looks half decent. He is comfortable with management.

Peter Imhof SMALL CAPS BULLISH Yes View
COMMENT CZO-X Ceapro Inc. Market Call (BNN TV) 2017-05-25 $1.020

A very high margin business. They do beta glucan that goes into Burt’s Bees, Aveeno etc. It is extracted from oats. This is a small component of a number of their products, but margins are very high. They were getting orders from a few companies in China, which ramped up their earnings. The last quarter wasn’t great. He still likes the company. It is going to be bumpy in terms of earnings.

Peter Imhof SMALL CAPS BULLISH Yes View
DON'T BUY DHX.B-T DHX Media Market Call (BNN TV) 2017-05-25 $6.020

Just made a large acquisition of Strawberry Shortcake and Peanuts. In the last while, there has not been a lot of positive cash flow from the properties they have. A lot of their properties are older and are not the hottest, so they are trying to rejuvenate them. He is staying on the sidelines.

Peter Imhof SMALL CAPS BULLISH No View
COMMENT DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2017-05-25 $2.630

Payout ratio is more than 100%, but they sold one of their Alberta assets. They are looking to redeploy that cash from that, but for now they’re going to pay a little bit more than their actual cash flow numbers. Their dividend is quite high at about 8.5%, so people are worried about that. If you break up this company, you could get close to $3.

Peter Imhof SMALL CAPS BULLISH Yes View
COMMENT DMI-X Diamcor Mining Inc. Market Call (BNN TV) 2017-05-25 $0.990

Would have expected them to be cash flow positive this past quarter, but they weren’t, but are ramping up nicely. However, rough diamond prices have come off quite a bit. This is a very, very cheap stock. He really likes the capital structure, it is only about $50 million market cap. Thinks they will start to ramp up and will start to see some cash flow and earnings. He is still quite bullish on this.

Peter Imhof SMALL CAPS BULLISH Yes View
TOP PICK ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2017-05-25 $18.770

A fairly conservative company. Water heaters and HVAC’s. A slower growth company, but good earnings growth. A good, solid business. They are expanding in the US. Dividend yield of 5.1% will be going up 5% or so a year. (Analysts’ price target is $24.25.)

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK ENB-T Enbridge Market Call Tonight (BNN TV) 2017-05-25 $52.970

(A Top Pick Jan 20/16. Up 37%.) A core position for him. Increased their dividend 15% last year and another 15% this year. Expects dividend increases of 10%-12% in the next 2-3 years. They made a big US acquisition, so they are participating more in the US infrastructure build.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK ESP-T Espial Group Market Call (BNN TV) 2017-05-25 $2.490

(A Top Pick May 12/16. Up 20%.) This has been in the news with a hedge fund trying to replace some people on the board. Feels there needs to be changes. The market cap is about 45% in cash. They have 2 companies that make up the majority of their revenue. He is hoping they can bring on some new customers.

Peter Imhof SMALL CAPS BULLISH Yes View
DON'T BUY FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2017-05-25 $0.240

This is trying to improve black box flight recorder technology. Looking at the long-term chart, they haven’t gained a lot of traction. He doesn’t like to invest on hope, but prefers to see some results for several quarters first. This seems more like a lottery ticket.

Peter Imhof SMALL CAPS BULLISH No View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2017-05-25 $13.610

A royalty company which goes up and down with oil prices. They increased their dividend this year. The 4.4% dividend yield is attractive.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK FTG-T Firan Technology Group Corp. Market Call (BNN TV) 2017-05-25 $4.200

(A Top Pick May 12/16. Up 70%.) Electronic circuit boards and display equipment. It looks like they are going to put up some good earnings this year. In 2018 they’ll be able to earn $.40 or so. The problem is, there is not much liquidity to it.

Peter Imhof SMALL CAPS BULLISH Yes View
PAST TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-05-25 $44.250

(A Top Pick Jan 20/16. Up 28%.) He is looking for a rate base growth of 5% a year, and a dividend growth comparable to that. They’ve done a great job of expanding into the US, which actually represents over 55% of their revenues.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT GUD-T Knight Therapeutics Market Call (BNN TV) 2017-05-25 $9.960

This is more of a cash shell, but also has some products. Excellent management team. One thing; this trades above cash, and he likes to trade at a discount to cash.

Peter Imhof SMALL CAPS BULLISH No View
COMMENT HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2017-05-25 $10.060

This is a retailer, and they’ve been buying more retail, but it is really a real estate play. The price could probably double if they flow out a REIT and realize value on the real estate side. They are losing money on the retail side now though.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
HOLD IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2017-05-25 $26.760

A good pipeline company. Although he doesn’t own this, he owns enough pipes in other companies. It has a good yield and it is a good dividend grower. 6% dividend yield.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
HOLD ITC-T Intrinsyc Software Inc Market Call (BNN TV) 2017-05-25 $2.020

A technology play and he doesn’t know the story well. It looks like they were putting up some very good earning numbers for several quarters in a row, however the recent quarter was not very strong. There may be some weakness in the coming quarter, but it looks like the back half of the year will be coming on strong because of some new customers.

Peter Imhof SMALL CAPS BULLISH No View
COMMENT L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2017-05-25 $75.990

A low yielder, but have increased the dividend recently. They’ve done a good job of putting food retailing and Shoppers Drug stores together. It is a slow business. Typically, food retailers do well when there is food inflation.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Unknown View
COMMENT LTE-X Lite Access Technologies Market Call (BNN TV) 2017-05-25 $2.410

They are doing distinctive infrastructure, where they are digging trenches to get that last mile to the home. They are doing this in the UK, and have a large contract with one company. He really likes the story, but is waiting to see some revenues and earnings drop to the bottom line over the next few quarters. Has a small position, waiting to see if they can improve their concept out over the next couple of quarters.

Peter Imhof SMALL CAPS BULLISH Yes View
HOLD MAL-T Magellan Aerospa Market Call (BNN TV) 2017-05-25 $21.000

He really likes this company. The multiple is very low. When he recommended it in the past, it was about 10X earnings. You only have to get a couple of multiple readings above that to get a much, much higher stock price. Last quarter wasn’t great, but thinks the cash flow generation is still there. The problem is that it is very illiquid, so for individuals it is a good one to own, but for institutions it is difficult.

Peter Imhof SMALL CAPS BULLISH No View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-05-25 $23.690

He likes this company. There was a run up last year on the anticipation of higher interest rates and inflation coming back. That didn’t happen, so the stock has calmed down. Earnings are being reported, and they are good and solid. ROE of about 11%-12%. He likes this longer-term, because it is capital market intensive as well as their growth in Asia.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT NA-T National Bank of Canada Market Call Tonight (BNN TV) 2017-05-25 $53.140

The dividend is certainly secure, and he would expect it to go up 6%-7%. They are expanding out West. This bank is fine.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT NIF.UN-T Noranda Income Fund Market Call Tonight (BNN TV) 2017-05-25 $1.450

They had to eliminate their dividend, and the stock has come off. Believes there is still a strike going on, so this company is struggling.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
COMMENT NPI-T Northland Power Inc Market Call Tonight (BNN TV) 2017-05-25 $23.510

This is basically going sideways, although down a little recently. Reported earnings a couple of weeks ago were fine. They have 2 projects in Europe. One is on and the other will be fully on by the end of 2018. They announced they were doing a strategic review, and the hope was that there would be an announcement made when their earnings came out. They haven’t raised their dividend in the last 5 years, and with this new cash flow they are getting out of the European projects, he would expect that, if they are not selling the company, they will raise the dividend sometime this year. 4.6% dividend yield.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK PHO-X Photon Control Market Call (BNN TV) 2017-05-25 $1.400

A technology company that works in the semiconductor space doing etching. (Only 1 analyst follows.) Has a pristine balance sheet. 25% of the market cap is in cash. Has a good backlog over the next number of quarters. Reporting in about a week or so, and expects them to have an all-time record of top line revenue. (Analysts’ price target is $2.)

Peter Imhof SMALL CAPS BULLISH Yes View
DON'T BUY PONY-T Painted Pony Energy Market Call (BNN TV) 2017-05-25 $5.260

When companies tell us they have great assets, and then go out and buy something else, he wonders why they have to do that. The company is in the penalty box.

Peter Imhof SMALL CAPS BULLISH Unknown View
TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2017-05-25 $43.710

He likes this because of their potential acquisition of Veresen (VSN-T), which will give them some run room and better diversification in the US. There is $20 billion of potential projects out there. Dividend yield of 4.7%. (Analysts’ price target is $50.)

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
HOLD PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2017-05-25 $32.170

A well-managed holding company, with holdings in Great West Life and Investors Group. He would prefer to buy those separately. Longer-term, insurance is a good business to be in.

Douglas Kee CANADIAN DIVIDEND UNKNOWN No View
PAST TOP PICK PXT-T Parex Resources Inc. Market Call (BNN TV) 2017-05-25 $16.460

(A Top Pick May 12/16. Up 22%.) He really likes management. Started out, 5-6 years ago, with 5000 BOE of production. In the recent quarter, they produced 32,500 and their NETBACKS increased quite a bit. There have been 8 consecutive quarters where their transportation costs have gone down. It is one of the only oil/gas companies that has cash on the balance sheet. They increase their production through cash flows, which is a great indication of how they’ve been able to build the NAV. He still likes this.

Peter Imhof SMALL CAPS BULLISH Yes View
COMMENT REAL-T Real Matters Inc. Market Call (BNN TV) 2017-05-25 $12.850

This does mortgage appraisal, with 90% of revenues coming from the US. They’ve done a great job in terms of signing up a lot of the larger US banks. They just went public this month. He really likes the story. If you have a long-term perspective, he thinks the company is going to do extremely well. You just have to be patient in terms of them getting market share.

Peter Imhof SMALL CAPS BULLISH Yes View
TOP PICK RUF.U-X Pure Multi-Family REIT LP Market Call (BNN TV) 2017-05-25 $7.050

A multifamily REIT of Class A rentals in the US in the Sunbelt. The majority of assets are in Texas, one of the fastest-growing states in the US. Rental prices have been going up. Recently announced a couple of acquisitions in Arizona. Good management. Dividend yield of 5.4%. (Analysts’ price target is $7.25.)

Peter Imhof SMALL CAPS BULLISH Yes View
DON'T BUY S-T Sherritt International Corp. Market Call (BNN TV) 2017-05-25 $0.800

Hasn’t followed this closely over the past couple of months, but did do a lot of work on it 6 months ago. Had a lot of debt they were trying to get rid of, at which time the multiple would expand. That has happened, but the stock really didn’t react the way people expected. He would stay on the sidelines.

Peter Imhof SMALL CAPS BULLISH No View
COMMENT S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2017-05-25 $0.800

A nickel producer in Cuba and Madagascar. They’ve renegotiated their position in Madagascar and have gone from 40% ownership to 12% of equity and debt. Their balance sheet is now in much better shape. It is fully expected this will be completed by the end of June. It will leave them with 2 nickel projects. About $3.50 nickel would be their breakeven, and it is currently trading at $4.15. They really need higher nickel prices. They can survive, because they have cash in the bank and cash from these projects.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT SIS-T Savaria Corp Market Call (BNN TV) 2017-05-25 $16.840

He likes the story. They do chair lifts, etc. for people who want to stay in their homes. The multiple is getting quite stretched. Raised some money and then did an acquisition. Thinks the acquisition is going to be highly accretive and make it a much bigger company. Likes management.

Peter Imhof SMALL CAPS BULLISH Yes View
COMMENT SPE-T Spartan Energy Corp Market Call (BNN TV) 2017-05-25 $2.230

This was a market darling for quite a while. All the energy names have come down quite a bit. This company is still performing well in terms of their net back. He was buying this below $3.

Peter Imhof SMALL CAPS BULLISH Yes View
HOLD T-T Telus Corp Market Call Tonight (BNN TV) 2017-05-25 $46.020

This has been a great dividend grower, but the dividend growth may moderate somewhat over the next couple of years, but will still be 5% or so. A good Hold longer-term. Dividend yield of 4.3%.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
PAST TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-05-25 $64.010

(A Top Pick Jan 20/16. Up 36%.) He likes their exposure to the US. They’ve done a lot of work in the last couple of years cutting costs and building their brand in the US.

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-05-25 $64.010

This is big in Canada as well as in the US. Feels there is good growth potential in the US with a better US economy, and interest rates rising faster. Earnings came out today and they were very good. Dividend yield of 3.8%. (Analysts’ price target is $70.)

Douglas Kee CANADIAN DIVIDEND UNKNOWN Yes View
COMMENT TV-T Trevali Mining Corp Market Call (BNN TV) 2017-05-25 $1.180

One of the only pure play zinc producers. He doesn’t like some of the assets. Thinks they had some problems in this recent quarter. He does like the story, but would be looking for a lower entry point. Zinc can be very volatile and very niche. You have to have a long-term belief in the price of zinc. He would like it at around $1.05 or so.

Peter Imhof SMALL CAPS BULLISH No View
COMMENT WIN-T Wi-Lan Inc. Market Call (BNN TV) 2017-05-25 $1.880

This still has its patent litigation, but has now deployed some capital into buying a couple of other companies. It is going to become a holding company. Recently bought International Road Dynamics and one other company. Thinks they are trying to transform the company, so there will probably be a turnover in terms of shareholders. There will probably be a discount to the sum of its parts.

Peter Imhof SMALL CAPS BULLISH Unknown View
TOP PICK YGR-T Yangarra Resources Market Call (BNN TV) 2017-05-25 $3.310

The company was producing 2900 BOE’s in December, which went to 4000 in February. They are now producing 6000. Even though the stock has gone up a ton, the valuation has remained the same because cash flow generation and production has gone up as much, if not more, than the valuation. In the last quarter, they recorded $.13 in cash flow, which is up 200%, versus last year. Probably going to do $.55 in cash flow this year, so it is still not expensive. (Analysts’ price target is $4.)

Peter Imhof SMALL CAPS BULLISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-24 $0.020

Economy. Global growth is still there, but is starting to plateau. Positive global growth is good for commodities. There has been a good deal of growth in 2016, plateauing a bit in 2017. A “steady as she goes” market, and a “steady as she goes” economy. He is not expecting any wild swings up or down. Oil is trading in a range, anywhere from $45-$55 is a good range.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-24 $0.020

US Treasury Bonds? These are viewed as one of the safest things in the world. Any time there is market uncertainty, there is usually a flock to US Treasury Bonds. The demand is there, which is why you see yields come down from the 2.5%-2.6% level to where they are now. He views that as being a bit overdone.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Market. The big Canadian banks are reporting this week. Bank of Montréal (BMO-T) came out with its 2nd quarter numbers today and it was a miss. Their US business was the biggest drag and you could be concerned that the other banks affiliated with the US, will have the same problem. However, they all have different mixes by both geography and line of business. Toronto Dominion (TD-T) has a slightly different business mix, with more consumer lending exposure, as does the Royal Bank (RY-T). He is not expecting huge surprises from any of them. The market expectations are running pretty hot for at least 6 months, if not a 9 month extension by OPEC on the 1st cuts that they agreed to back in November.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Canadian fixed income with US raising interest rates? Interest rates are very, very low, so anyone seeking income are hard-pressed to find competitive income. fixed income serves a dual purpose in a portfolio. First and foremost, it has to be the bedrock and the bastion of capital preservation. Secondly, you use it to generate current income. You have to walk a narrow path, because a spike in interest rates will derail return on your profile. On the other hand, having poor credit risks will also create problems. His solution would be to own high-quality investment corporate credit and keep your duration in a 2-7 year timeframe.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
COMMENT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-05-24 $26.190

Sold his holdings a few weeks ago. Ostensibly, they have a lot of good things going for it. They are producers of pulses, beans, lentils, things that are really on trend with health foods. Management has had a consistent failure of executing a plan to street expectations. Their latest quarter had a pretty severe profit warning.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2017-05-24 $30.590

(ALA.R-T Subscription Receipts. 9/4/18.) This is part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a “no lose” as you get close to 7% to wait.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY APH-T Aphria Inc Market Call Tonight (BNN TV) 2017-05-24 $5.620

Not particularly comfortable investing in marijuana stocks. An investment has to have a margin of safety around it. The marijuana sector is just too unsettled right now. Also, who is to say that the tobacco industry doesn’t want a piece of the action? They have expertise in lobbying, distribution, marketing, branding, etc. Also, wouldn’t Short it as who knows what heights euphoria could take it?

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-05-24 $61.370

(A Top Pick Aug 29/16. Down 9%.) At that time, they were acquiring CFT Brands. The deal has been delayed until the 2nd quarter. This is a secular grower. They will ultimately get approval from the competition Bureau and the US authorities, and it will be accretive to earnings.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-05-24 $2.160

Something he would never have touched in the 1st place. It is weak competitively. They’ve not had a fresh order for their C series aircraft in over a year. Very highly leverage with about $10 billion of debt on the balance sheet, and only about $1 billion of EBITDA to support that. $2 is a pretty important support level. If that holds, it might be okay, but if it cracks it doesn’t look like there is much support all the way down to $1.60.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2017-05-24 $60.590

With rates as low as they are, he is generally positive on the income, however, cautious on the sector because of media content. The real work is around the land lines. Over half their EBITDA is generated from land lines, and he would like to make sure that cord cutting does not accelerate. A large part of the driver on this company is on the income side of things. Sold half his position a long while ago. A good generator of income.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

(A Top Pick Aug 29/16. Up 27%.) This closed on a meaningful acquisition of Innovia in December, a manufacturer of polymer banknotes. Very profitable company and a long-term growth story.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
PAST TOP PICK CERN-Q Cerner Corp. Market Call (BNN TV) 2017-05-24 $64.360

(A Top Pick April 5/16. Up 19%.) Two of his favourite sectors are Information Technology and Healthcare, and this company borders both of those. It is a company in the healthcare space that basically takes records from paper to digital, which is a mandatory event in the US.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
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