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
  
SPECULATIVE BUY BB-T BlackBerry Market Call (BNN TV) 2017-01-19 $9.440

He is thinking this is dead money.  The pillars that are driving this company aren’t.  The remaining assets are the remaining contracts with governments.  He thinks they should have been bought out.  This thing is not working out.  Mr. Chan has been dealt a hand he cannot win at.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE No View
COMMENT BB-T BlackBerry Market Call Tonight (BNN TV) 2017-01-19 $9.440

John Chen is doing a great job trying to transition from hardware/software to a strictly software and selling it. Integrating their security systems into the automotive business, it is almost a commodity software business these days. He tries to stick with the real leaders that have all the real cash flow and capital to be investing in artificial intelligence, machine learning, augmented reality and cloud computing.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
COMMENT BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-01-19 $29.310

There are arguments that this is trading at a significant discount to what its breakup value is. Very, very smart guys. He doesn’t like investing in private equity companies. The people that make all the money in private equity companies are the guys that work for the companies. A very tough way to make a living. Dividend yield of 5.6%.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
BUY C-N CitiGroup Market Call (BNN TV) 2017-01-19 $56.660

He likes it.  Finally conditions are coming together to let them break out into higher ground.  They have good upside, and a lot of it. 

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2017-01-19 $15.850

This has a couple of problems. There is a big tax liability outstanding, which is a substantial issue. The pricing of uranium is problematic. This is world-class in terms of its resource, but he just doesn’t think there is any pricing power. Thinks it is dead money.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
HOLD CERN-Q Cerner Corp. Market Call Tonight (BNN TV) 2017-01-19 $51.640

About 18 months ago, they changed from an upfront sales model to more of a subscription model, much like Adobe did a number of years ago. That’s been causing major headaches for ANLESS (?) in trying to gauge how much their sales and backlog is actually growing. The contract can be somewhat lumpy. A situation where the company continues to work through a change in its billing management. Came very close to buying more at $48. Thinks ANLESS has been burnt and are very cautious about making investment decisions right now, because they can’t figure out how long this takes to roll over. The profitability is still there and this is as cheap as it has ever been. Trading at about 20X forward earnings.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-01-19 $15.910

One of two Canadian oil stocks that he thinks have upside potential.  Definitively hold it if you have it.  He likes this and IMO-N, having upside potential in the oil sector.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-01-19 $29.980

They’ve done everything right. Continue to buy back their stock and manage their balance sheet effectively and efficiently. Net profit is 20%, EPS is 12%, income growth is 19%, total debt is only 35.4, Price to Book 2.4%, and ROE is close to 18%. However, you don’t need to be in the hardware manufacturing component. It just continues to be commoditized. You want to be more on the software side. He sold his holdings.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
HOLD CSX-Q CSX Corp Market Call (BNN TV) 2017-01-19 $45.510

Hunter Harrison has left CP-T and is rumoured to be heading to CSX-N.  The question is whether he can unleash the metrics he did on CP-T.  If this is true then you should hang on despite the 20% increase in CSX-N today.  Most of the rail stocks are quite expensively valued.  Betting on any boardroom battle is always risky, but he has made two underperforming rails into stars.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
PAST TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-01-19 $107.280

(A Top Pick Feb 10/16. Up 22.53%.) A really great, long term holding. The 2nd largest media company globally, after Google. People are worried about ESPN, but people will pay to see those sports. They are very innovative in terms of distribution.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR Yes View
SELL ECN-T ECN Capital Market Call Tonight (BNN TV) 2017-01-19 $3.210

Had owned this before the split and did okay on it. CEO couldn’t consolidate the fleet business more aggressively and there wasn’t a lot of growth, so he split the companies and then proposed the structure. Thinks it was completely full of conflicts of interest. The investment community is supporting this because the CEO is a wonderful guy in promoting things. Sold his holdings, because he won’t invest in companies where he doesn’t have confidence in the management team. This has been a massive destruction of shareholder value.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
SELL EFN-T Element Fleet Management Market Call Tonight (BNN TV) 2017-01-19 $12.130

Had owned this before the split and did okay on it. CEO couldn’t consolidate the fleet business more aggressively and there wasn’t a lot of growth, so he split the companies and then proposed the structure. Thinks it was completely full of conflicts of interest. The investment community is supporting this because the CEO is a wonderful guy in promoting things. Sold his holdings, because he won’t invest in companies where he doesn’t have confidence in the management team. This has been a massive destruction of shareholder value.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
PAST TOP PICK ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2017-01-19 $35.770

(Top Pick Jan 26/16, Up 36.76%) You just had to have it.  It has done very well. It is trading at its net worth value so does not offer any more. 

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2017-01-19 $127.550

(A Top Pick Feb 10/16. Up 26.28%.) Still loves this. Mobile engagement continues to grow. They are now getting into video which is going to have more video, which will have more value per click. This is a company that has a long, long way to run. Trading at a very reasonable valuation.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR Yes View
DON'T BUY FFH-T Fairfax Financial Market Call (BNN TV) 2017-01-19 $613.100

(Market Call Minute) They have clever management but it is reasonably fully valued.  15-20% upside max.  Not one of his favourite financials.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY H-T Hydro One Market Call (BNN TV) 2017-01-19 $23.490

(Market Call Minute) Earnings have been flat since the initial issue and the stock has been backing away, but it has not dropped to a value where he says it is a buy.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
SPECULATIVE BUY HBC-T Hudson Bay Co. Market Call (BNN TV) 2017-01-19 $9.640

The stock is trading at about a 40% discount to its value.  It has never traded that low.  The problem is that the earnings forecasts have collapsed and are falling into negative ground.  There is nothing to assign a value to when doing an analysis.  The quality has slipped on the balance sheet.  We should not lose site of the fact that they have some really interesting real estate holdings.  He thinks IFRS accounting would apply a much higher value to their holdings.  There could be a lot there from a net worth point of view.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT IFC-T Intact Financial Market Call (BNN TV) 2017-01-19 $93.230

Analysts are calling for $6.92.  They have enjoyed a really nice growth rate, but it is running up against powerful resistance at two times book value.  He is optimistic, however.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK IMO-T Imperial Oil Market Call (BNN TV) 2017-01-19 $44.290

This is cheap.  If you want diversification then he likes this one.  They have this huge guardian angel in the form of Exxon Mobil.  It has not had the big bounce that some of the oil companies have had.  He thinks only good things can happen with this one.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-01-19 $114.200

A very well-run company. It has a huge number of products. It has a decent dividend and a good quality balance sheet. It has really been a growth by acquisition. Regarding the consumer products part of it, as Amazon (AMZN-Q) increasingly attracts shoppers, does this company capture part of that margin that is being taken away from retail and grocery stores? Can they allocate their advertising budget more efficiently and effectively? If these companies do start capturing part of that margin, ensuring that part of their profit with Amazon, then he thinks they are interesting. In the interim, he doesn’t think these are all that interesting.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
TOP PICK KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2017-01-19 $6.800

This has done a fantastic job of growing production. They recently acquired about 700 sections of land in the Montney area. Fantastic management team. A super strong balance sheet. Growing well within its cash flow now. They have one of the largest land bases in Alberta and Northeast British Columbia. (Analysts’ price target is $8.72.)

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR Yes View
DON'T BUY LUV-N Southwest Airlines Market Call (BNN TV) 2017-01-19 $50.070

He thinks you should be careful about valuing opportunities on whether Warren Buffet is buying them.  He has historically hated airlines, but is giving his managers more room these days.  LUV-N is expensive now in terms of fair market value and he does not see any upside.  It will go on sentiment, rather than value.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT NA-T National Bank of Canada Market Call Tonight (BNN TV) 2017-01-19 $55.550

Like all Canadian banks, this is very well-run. It has the highest yield of around 4%, which he likes. Trades at a slight discount to the others which it traditionally does. They have a good capital markets business. Doesn’t have a lot of exposure outside of Canada. Feels all the banks have had pretty good runs. If he were to buy one bank right now, it would probably be this one.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR Unknown View
WAIT OGC-T Oceanagold Corp Market Call (BNN TV) 2017-01-19 $4.000

Golds have gone into a corrective phase.  They have been working very hard to reduce costs and with success.  It’s okay, but he thinks it will not work out over the next few months with a rising US dollar and rising rates.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT PFE-N Pfizer Inc Market Call (BNN TV) 2017-01-19 $31.700

The US administration are hitting drug pricing.  It has hurt valuations.  PFE-N has been relatively passed up.  It has a 50% upside potential.  It has technical support at $31.  If this does not hold then get the heck out.  GILD-Q is more beat up and looks very cheap.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-01-19 $24.070

(Market Call Minute) We still need a rise in potash prices.  It remains a little on the expensive side even combined with AGU-T.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK PWF-T Power Financial Corp Market Call (BNN TV) 2017-01-19 $33.490

They own an insurance company and a mutual fund company.  Both have good yields. They should benefit from rising interest rates.  All together it is so cheap that you have to tuck it away and enjoy the dividend while you wait for a nice big gain. (Analysts’ target: $35.00).

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT RY-T Royal Bank Market Call Tonight (BNN TV) 2017-01-19 $93.280

A well-run bank. All the banks have had a very good run since the US election, but are all looking a little pricey. However, with a long-term view, the banks will continue to do well. This is the leader in many respects. Thinks the wealth management side will have some margin pressures this year, as their investment advisors have to start disclosing how much they are charging their clients in terms of fees. Investment banking is under pressure. The M&A advisory business is getting very competitive. Americans are starting to come up here more often. The bank has a big business in the US, which is doing very well. On the lending side, he doesn’t think Canadian banks can continue to pile on debt on to Canadian consumers like they have in the last 20 years. Dividend yield of about 3.3%. Thinks this could correct back down to the low $80s in a nasty market.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR Yes View
DON'T BUY SJ-T Stella-Jones Inc. Market Call (BNN TV) 2017-01-19 $38.650

They came out with a weak outlook for 2017.  The trend is sloping off a little bit.  He sees that across the board in specialty clothing retailers.  It has had a fair drop, but it does not mean you should go out and buy it.  He sees $38 support and if that is broken then $30.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2017-01-19 $3.360

This is going through a transition. They made a massive acquisition. It was a good deal and paid a fair price for it. Thinks it is chewing through all that stock that is probably being recycled to some extent. There have been small-cap managers selling, and mid-cap/large-cap managers that have been buying. It is in great financial shape. The correction is because it is trading at a rich valuation, being such a well-run company. It can grow profitably at these prices. A lot of investors are worried about Mr. Trump and whether he will introduce some border tax. Doesn’t think he would do it as the US refineries need our crude. Starting to look very, very reasonable to him, and at these prices it looks like excellent value. (See Top Picks)

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR Yes View
TOP PICK SWK-N Stanley Works, The Market Call Tonight (BNN TV) 2017-01-19 $119.660

This has done a phenomenal job of integrating and consolidating their hand tool business. Most of their tools are made in the US, which is going to be loved by Donald Trump. About 55% of sales are made in the US. There are 3 major divisions, hand tools, power tools and security systems. A very innovative company. Growing at about 12% per annum. Dividend yield of 1.94%. (Analysts’ price target is $131.)

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR Yes View
WEAK BUY T-N A T & T US Market Call (BNN TV) 2017-01-19 $41.000

It just doesn’t get any respect.  It has been unable to break above two times book value for so long that he can’t remember.  It has nice upside potential from the numbers.  What’s not nice to like.  His target of $45 is a stretched max.

$45 Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
PAST TOP PICK T-T Telus Corp Market Call (BNN TV) 2017-01-19 $43.610

(Top Pick Jan 26/16, Up 21.60%) He still likes it, but it is having a hard time getting anywhere.  He would not buy it here anymore.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-01-19 $31.320

Stunned that this has done as well as it has. It is well-run. They have a good, low cost structure. He usually stays away from mining companies. You have to remember that it is incredibly volatile. As investor sentiment turns, you have to be prepared to take a loss if you think the winds are changing. He doesn’t like investing in cyclical companies when interest rates are starting to rise. Also, the global economy is not doing that well. The US$ is appreciating substantially to most major currencies, which is not good for global trade. Also, the president elect is threatening trade wars, which is not good for global trade.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
COMMENT TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2017-01-19 $243.760

Doesn’t think this has a sustainable business model. There are 2 parts to a car, design and battery. The battery is common sense and there is nothing proprietary about it. By building their giga factory, they have brought their costs down as much is they possibly could. However, it has not followed Moore’s Law. You can only make a lithium ion battery so cheap. There are a lot of upfront manufacturing costs that cannot go to zero. Then there is the style aspect, and he doesn’t see how it can compete against Mercedes-Benz, BMW, Ford, Chrysler, General Motors.

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
DON'T BUY UA-N Under Armour Market Call (BNN TV) 2017-01-19 $25.230

It is like a number of faddish US stocks.  It is overvalued, but loved.  He would not endorse it.  He thinks Trump could do all kinds of damage.  This is off his buy list.

Ross Healy NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT XOM-N Exxon Mobil Market Call Tonight (BNN TV) 2017-01-19 $84.730

With a 2-year view? With a 2-year view, you could probably buy this. Yields about 3.5%, so you shouldn’t do much worse than that. Technologically it is probably the most advanced oil/gas company, and is well integrated. This is a trading stock. On big oil/gas companies, you ultimately make your money on the production per share basis, i.e. production/shares. This has been producing about 6 million barrels of oil a day for about 10 years. To offset their decline rate, they have to spend so much money, and it costs a lot of money to get it out of the ground. He would prefer a Canadian mid-cap. (See Top Picks)

John O'Connell, CFA NORTH AMERICAN - LARGE BEAR No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-18 $0.020

Market. The market is not grossly overvalued or undervalued. If you like a company and you like the stock, Buy it. He doesn’t try to predict the market or the economy. If you can get a good company, it will still be a good company in a bad economy. You want to be an investor through the cycle. Watch what management does. You don’t want a management trying to massage their stock for the quarter, but you do want a company that can execute well. Basically, that means a company can’t over promise.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-18 $0.020

Market. He is constructive. Everybody is waiting for a pullback to happen from this really big move. There is now the uncertainty of what Trump will actually do. However, we have improving economic data, a rosier outlook for S&P earnings, and when you combine all the Trump friendly policies for investors, it is going to be a pretty good year. Investors want to be buying the reflation trade, and he likes to do that with dividend stocks that are going to pay him to wait.

Greg Newman CANADIAN DIVIDEND BULLISH _N/A View
COMMENT AD-T Alaris Royalty Market Call (BNN TV) 2017-01-18 $22.600

This has been a great little company over the years, with a very good historical record of increasing the dividend. Last year they ran into some portfolio problems, pretty much for the 1st time of anything significant. There are 4 or 5 companies that are under development and are not performing, and not paying royalty payments to them. Last week they made another announcement, and as they continue to make new investments, it dilutes that problem. But they still have the underlying problem of some underperforming investments. He would be a cautious buyer for income. They have to get good credit for 5-6 years of good growth and good performance. Dividend yield of 7% is not being covered by cash flow right now, but doesn’t think it is going to get cut either.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT ADN-T Acadian Timber Corp Market Call (BNN TV) 2017-01-18 $17.480

An east coast company with a lot of resources. Unfortunately, they have the softwood trade dispute with the US which is causing uncertainty. It has a decent dividend and is a good little company. He would use a little caution as he has no idea what is going to happen with the trade dispute.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK ADW.A-T Andrew Peller Market Call (BNN TV) 2017-01-18 $11.100

(A Top Pick Jan 15/16. Up 66.84%.) Had thought this had good growth potential, and it really delivered. Had a 3 for 1 split which added more liquidity. The yield is pretty tiny, so he wouldn’t hold this for the yield.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT AFN-T Ag Growth International Inc Market Call Tonight (BNN TV) 2017-01-18 $54.610

Just made a very accretive acquisition, which he thinks is going to give them EPS growth of about 40% annually for the next couple of years. The payout ratio is looking sustainable at 67% for 2017. Debt to EBITDA is a little elevated, but he sees that coming down. However, it is trading pretty high compared to its historical averages. He would play this by writing puts. Dividend yield of 4.93%.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT APH-X Aphria Inc Market Call Tonight (BNN TV) 2017-01-18 $4.980

There is no way to analyse marijuana stocks. They don’t have any earnings yet and they’re completely speculative. However, it is going to become a legalized area in Canada, and you want to go with the big guys.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-01-18 $11.340

A renewable power company, and like a lot of Canadian companies, they made an acquisition in the US. There are a few more opportunities in the US. Bigger is generally better in utilities. They just raised their dividend by 10%. This is one of his favourite renewable plays. Their dividend track record in growth has been very impressive. A very, very solid name.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2017-01-18 $11.340

(A Top Pick Jan 21/16. Up 9.72%.) Chose this for solid growth. He believed that yield proxies had more life in them and that interest rates would stay low for some time. He still sees this growing really well, 16% over the next couple of years. He sees dividend growth. The whole group might be a little expensive when there are more exciting alternatives.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-01-18 $15.650

Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2017-01-18 $20.830

A good name. It is down 10%, because he thinks it is border tax concern. Also, natural gas prices kind of had the stuffing knocked out of them in the first 2 weeks of January. Their balance sheet is really fine. Valuation is a little bit pricey relative to its peers, but it is not an expensive valuation. The dividend is paying you to wait, and is fairly sustainable. He is looking at a $3.30 natural gas price. Thinks you will be fine.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT AT-X AcuityAds Inc Market Call (BNN TV) 2017-01-18 $2.300

Digital targeted ads. Their forecasts went up 50%. Management owns a ton of this, somewhere in the 60% range. The stock has done very, very well in the short term, so it is one that needs to be watched. They had a financial release today, but he hasn’t had a chance to look at it.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2017-01-18 $17.770

Most of their previous problems have been resolved. The former CEO still owns 17%-18% of the company, and that is not going away until he Sells, but he is not involved with the company. The opportunity of online gaming looks good in Europe, and the growth should be there. The valuation has dropped enough that it is kind of attractive on a fundamental basis. However, the US is much slower, and the take-up on online gaming has been much slower than anticipated, and that is a drawback. They have a new president. Maybe something will change in terms of regulatory issues. However, fundamentals are pretty good. A growth company with a lot of debt, but it is priced right. If you just ignore the whole past 18 months, it looks pretty good. Doesn’t think a whole lot is going to happen in the short term. If you own it, he wouldn’t buy any more. If you don’t own it, you could consider it.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-01-18 $45.020

(A Top Pick Jan 21/16. Up 15.95%.) Still models really good growth for them at 16% over the next couple of years. You can own a little bit of this, but it is not going to do the heavy lifting, and there will be sector rotation out of it.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2017-01-18 $46.940

A great company. He models 25% AFFO growth this year and next. They are on 4 different continents and have a record backlog. Trading at 14.9X versus its 3-year average of around 16.3X. You could buy this now, but it is a bit of a yield proxy.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
PARTIAL BUY CGC-T Canopy Growth Corp. Market Call Tonight (BNN TV) 2017-01-18 $9.300

There is no way to analyse marijuana stocks. They don’t have any earnings and they’re completely speculative. However, this is going to become a legalized area in Canada, and you want to go with the big guys such as this one. You can own a little of this and just leave it.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-01-18 $16.000

A “go to” stock when oil runs, but in terms of quality names, he just doesn’t put this in the “good quality” category. There are some headwinds against it. He would rather own a company that doesn’t issue stock all the time. Not a bad company, but just not anywhere close to his favourite. (See Top Picks.)

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
WAIT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-01-18 $16.000

This is becoming a much better name. He is now modelling $58 oil for 2017. Based on that, this is very cheap relative to its peers. Trading at about 6.6X versus its peers at about 8.9X. Its balance sheet has become much better. Payout ratio is about 94%, and it is paying you to wait. Feels this has come off because of concerns that the supply response for US shale has perked up, but also there is a concern of the border tax for Canadian oil producers. Not sure he would buy this quite yet.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
PAST TOP PICK CSU-T Constellation Software Inc. Market Call (BNN TV) 2017-01-18 $599.690

(A Top Pick Jan 15/16. Up 17.36%.) This has been one of the greatest stocks in Canada over the last 10 years. They haven’t issued any more shares. Earnings have gone up tenfold. They’ve done great acquisitions. They have 100 people dedicated to acquisitions full-time in software.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
HOLD DH-T DH Corporation Market Call Tonight (BNN TV) 2017-01-18 $23.160

In December, he upgraded this to a sector outperform again. Private equity was approaching them to possibly pick apart part of the business. A very cheap FinTech play. He can understand why the stock cratered. Their US lending business will pick up, and he doesn’t think the Canadian business is declining as fast as we saw last quarter.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-01-18 $57.220

Enbridge (ENB-T) or TransCanada (TRP-T)? These are both great stocks. This one is a little more expensive at 24X with TransCanada at about 22X. This company has some issues on Line 3 with regulators in the US, as to whether or not it goes through. Meanwhile the Trans Mountain pipeline is going to Kinder Morgan, which could pressure their main line a little down the road. Both have good growth, but this one has the better growth over the next couple of years. He likes the Keystone element to TransCanada, and thinks Trump is going to put that through.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2017-01-18 $0.260

Sells to aircraft manufacturers to track planes and utilize information in a more productive way. Had a big run up when the 370 went missing in the Indian Ocean 3 years ago. The stock went way up and then came down because this is a long-term story. It has had a huge run recently. Came out with a couple of positive announcements on contracts and information, and it has kind of sparked a fire. However it is probably too early. This is a long sales process. He wouldn’t recommend this as he is more conservative, but it certainly has some good qualities.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT FSZ-T Fiera Sceptre Inc. Market Call (BNN TV) 2017-01-18 $13.160

A tough, tough business. ETF’s are taking away mutual fund business. There are new regulations showing how much clients are paying in fees. This company has gone into the US and started buying US money managers. The stock is quite cheap and pays a nice dividend. National Bank (NA-T) owns half the company. Their growth rate has been a little bit higher than the rest of the business, and he likes the acquisitions that they have done. In a tough, tough industry, he would consider this as the best stock right now in that sector.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
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