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 BLDP-T Ballard Power Systems Market Call Tonight (BNN TV) 2017-09-18 $5.680

Historically there was a boatload of optimism in terms of the fuel cell technology. Over the long-term, the stock has really done not very much. BYD out of China, and others, have developed an electric bus. This is certainly worth keeping an eye on, given the recent strength.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Unknown View
WATCH BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2017-09-18 $3.410

He likes it.  It is cheap compared to book value.  Oil and Nat Gas.  It is so cheap right now and is very attractive.  The balance sheet is attractive since they knocked debt off it.  He thinks it will be a buy during the tax loss selling time.

Double – 2 to 3 years. Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
TOP PICK BYD.UN-T Boyd Group Income Fund Market Call Tonight (BNN TV) 2017-09-18 $91.620

An auto body company, a very high ROE generator. The auto body business is fairly fragmented and this company has been a consolidator. He picked this because they have come off from their highs of about $102. A very, very well-run company. Dividend yield of 0.6%. (Analysts’ price target is $110.)

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
HOLD C-N CitiGroup Berman's Call 2017-09-18 $70.600

It is one of the most global banks we have.  It is not his favourite bank to own.  On a valuation basis there is probably upside, but these banks could easily get cut in half if we ever get a correction.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK CASH CASH Market Call (BNN TV) 2017-09-18 $0.010

(Top Pick Sep 6/16)  If oil slides this year, buy the high beta oil stocks. 

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Yes View
TOP PICK CASH CASH Market Call (BNN TV) 2017-09-18 $0.010

You need some buying power for later in the year.  There will be a lot of buying opportunities.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-09-18 $56.980

This has a core business in packaging and labelling. They did a transformational acquisition where they bought Avery Labels, and more recently bought Innovia out of the UK, which literally prints plastic money, in Canada, Australia and the UK. It has come off recently from its highs. They’ve been increasing their earnings and dividends. A very well-run company. Dividend yield of 0.8%. (Analysts’ price target is $68.50.)

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-09-18 $9.010

It has a book value of $17 and is trading at half that.  The numbers are compelling but there is a credibility issue with management that has to be rebuilt.  He would hold.  The balance sheet is in good shape.  You could buy when there is tax loss selling between week 2 in November to week 2 in December.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
HOLD CRH-T CRH Medical Corp. Market Call Tonight (BNN TV) 2017-09-18 $3.190

Had a tremendous run up to about $12, but got completely blindsided, and it pulled back heavily. Got stopped out around mid-$6. Thinks they are going to be okay long-term. There were some issues with insider selling at higher levels. If you own, continue to hold as it looks like it has bottomed.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
TOP PICK CSU-T Constellation Software Inc. Market Call Tonight (BNN TV) 2017-09-18 $687.000

Debenture.Probably the best capital allocator in Canada. He likes this debenture, because it has a high yield of almost 7%. It is not well known and is under the radar. It also has an element of inflation protection. The yield is rather unique in that it is set at 6.5% plus the trailing CPI inflation rate. If you think inflation is going to pick up, you will get yield reset every year. Yielding 6.3%. (Note: This doesn’t qualify for the dividend tax credit, so Buy it in an RRSP, RIIF or a TFSA account.)

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY CVE-T Cenovus Energy Market Call (BNN TV) 2017-09-18 $11.240

He has problems with them.  It is not a nice balance sheet.  It was a thermal operator and now they are a conventional operator and people will take time to know they are good at both.  It has a couple of dollars downside on it.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
PAST TOP PICK CZO-X Ceapro Inc. Market Call Tonight (BNN TV) 2017-09-18 $0.590

(A Top Pick Aug 19/16. Down 70%.) Recently exited this. He likes what they do. They recently set up another plant, and thinks they have had some challenges with that. Results have been relatively weak of late, and he wasn’t terribly thrilled with the level of communication of management. However, it continues to be on his radar. Should their earnings pick up again, he would not hesitate to Buy it back.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
PAST TOP PICK DCM-T Data Communications Management Market Call Tonight (BNN TV) 2017-09-18 $1.170

(A Top Pick Aug 19/16. Down 68%.) Still believes in this and is adding to his holdings at these levels. A turnaround story. Management has guided towards EBITDA of $18-$20 million for 2017. Where can you find a company with a market cap of about $25 million that has $275 million of revenue with an EBITDA of in the $18-$20 million range trading at a valuation of $25 million? Extremely undervalued. Thinks this could get up to the $3-$4 range if they are able to execute. They’ve shown indications of becoming consolidators in the industry. If they are able to pick up some assets for a reasonable price and achieve some economies of scale, they could be even greater than that.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-09-18 $137.700

They’ve done a tremendous job of adding stores. They are relentless in testing things such as using credit cards, which they tested in a few stores, and found that the customer using a credit card spent more, which justified the credit card fee the store had to pay. Has an interesting partnership with a chain in Central America. Feels they are poorly understood by the street. ROE is over 100%. P/E ratio is probably in the mid to high 20s. Growing at 30%-40%. Probably fairly valued at these levels, but he likes them a lot.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
BUY ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2017-09-18 $20.600

Involved with leasing hot water tanks, furnaces, etc. to the consumer. An interesting business model. He could see them getting into solar. After the last earnings report, they sold off fairly heavily, which was a good buying opportunity. Dividend yield of 4.6%.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK ESN-T Essential Energy Services Ltd. Market Call (BNN TV) 2017-09-18 $0.590

It has rolled over.  It is the largest coil tubing operator.  They have a book value of $1.14 and is trading half that.  It went from 50 cents to 2.18 and is now back down almost to that level.  Over half of the stock is held by institutions.  He will put it on his action buy list in the next couple of months.  (Analysts’ target: $1.05).

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL No View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-09-18 $170.010

$1,000 in 5-10 years?An ROE over the long-term should also predict the movement of the stock price. For example, if a company has an ROE of 20%, they are increasing the value of the shareholder equity by 20% a year. 20% compounded over a ten-year period actually leads to a fivefold increase in the equity which, theoretically, should also lead to a fivefold increase in the stock price. If you were to multiply the current stock price of this by 5, that gets you relatively close to $1000. However, he doesn’t think it gets to $1000 over the next 5 years, but if they are able to achieve those ROE’s that they have in the past, it wouldn’t shock him. Thinks their runway for growth is long and very good.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK GTE-T Gran Tierra Energy Inc. Market Call (BNN TV) 2017-09-18 $2.630

They are out of favour.  It is trading below proven reserves.  The CEO has a large holding along with a major shareholder.  He thinks it has a lot of upside and you could by it during tax loss selling.  (Analysts’ target: $4.60).

$5.50 Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL No View
DON'T BUY HSE-T Husky Energy Market Call (BNN TV) 2017-09-18 $14.920

It was a darling to 2008 and then bottomed in 2016.  The balance sheet has been repaired.  They have a fabulous balance sheet and are trading at a significant discount to book.  The question is growth and they are not showing any volume growth.  People need to see the ability to grow.  The company has not communicated a game plan for growth.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
WEAK BUY IMO-T Imperial Oil Market Call (BNN TV) 2017-09-18 $38.340

Lots of people like to own it because it is a big cap, but they don’t make a lot of money.  It does not have the leverage to the upside like others.  It is a conservative holding, it is stable.  The stock does not reward shareholders very well and he prefers SU-T

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
BUY KXS-T Kinaxis Inc Market Call Tonight (BNN TV) 2017-09-18 $74.810

Recently bought this in the low $70. It peaked at around $90, and then sold off to the mid-$60. He waited for some technical strength, and then entered the name. They are involved with inventory management software. Sold off fairly heavily recently, about 4% on significant volume, so expects this is a good entry point.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
BUY MMM-N 3M Co. Market Call Tonight (BNN TV) 2017-09-18 $213.760

The chart indicates it is close to breaking through to new high ground. They’ve been paying a dividend for over the past 60 years. If looking for a steady, dividend paying stock, it is a very well diversified company and this would be a good buy. Dividend yield of 2.2%.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Unknown View
BUY OTEX-T Open Text Market Call Tonight (BNN TV) 2017-09-18 $39.500

A Canadian success story. They’ve done a great job of increasing shareholder wealth over the long-term. It meets his criteria of being a high ROE generator, and have done it for an extended period of time. They’re off their 52-week high, so this would be a reasonable level to initiate or add to a position.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK PGF-N Powershares Etf Market Call (BNN TV) 2017-09-18 $18.940

(Top Pick Sep 6/16, Down 60%)  Debt has gone own.  He thinks it will come down because they used to have a fantastic oil hedge book and don’t ay more.  The question now is not survivability but growth.

$0.70 Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL No View
WAIT POU-T Paramount Resources Market Call (BNN TV) 2017-09-18 $24.000

They have had a wild record.  Management has done a fantastic job of selling assets.  You want this management backing you in an energy bull market.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
COMMENT PSD-T Pulse Seismic Market Call Tonight (BNN TV) 2017-09-18 $3.050

Has been on his radar for a long time. Never bought them, because the stock has never moved over the long-term. They do some sort of imaging of a terrain, an area of demand for people in the oil industry. With the resource sector being weak, their stock has been weak. Has a relatively high ROE, that hasn’t translated into earnings growth in the last little while. He wouldn’t have a problem owning this because of their nice ROE profile.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
BUY PYF-T Purpose Premium Yield Fund Berman's Call 2017-09-18 $19.200

He loves the strategy.  They are consistently taking in yield in the fund and then pay out 6%.  The US exposure has hurt them a little over the last year.  Option strategy premiums are lower at the moment.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
WATCH QEC-T Questerre Energy Market Call (BNN TV) 2017-09-18 $1.210

Quebec is moving forward.  They are having fabulous wells.  They have higher net backs because of the lack of need for transportation.  On a little bit of weakness the stock is one to keep an eye on. 

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
PAST TOP PICK SGY-T Surge Energy Inc Market Call (BNN TV) 2017-09-18 $2.060

(Top Pick Sep 6/16, Down 12%)  They have three major core areas and 12k BOEs.  It has a 4.5% monthly yield.  It would be a great buy for the yield.  Management is focused on shareholder value.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL No View
BUY on WEAKNESS SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-09-18 $150.600

Had a tremendous run up to about $130, recently consolidated, and has now broken through that period of consolidation. Feels it is a little extended. Added to his holdings at about $136 when it broke through. The last period of consolidation was relatively short and relatively shallow, which generally is very bullish technically. Their runway for growth is tremendous as there is something like 10 billion small business owners in North America, and they have penetrated about 500,000. It would be an excellent complement to Amazon’s (AMZ-N) business. Wait for a bit of a pullback into the mid-$140 to low-$140.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
HOLD SPE-T Spartan Energy Corp Market Call (BNN TV) 2017-09-18 $6.250

He likes the company.  He expects 22k BOE per day and 24k next year.  It is trading below book value.  They have good parameters on a value basis.  The management is very well received.  It could be a double in the next year or could go down before the end of the year.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
DON'T BUY TCW-T Trican Well Service Ltd. Market Call Tonight (BNN TV) 2017-09-18 $3.840

Came off dramatically as oil prices came off in 2015-2016. He typically doesn’t like oil services or energy related stocks, simply because they don’t have the ROE profile he is looking for. Would prefer Pason Systems (PSI-T) or Badger (BAD-T) instead.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-09-18 $67.490

Just announced they were buying back about 20 million shares.He generally likes share buybacks. Feels this is a sign that they feel that they have more cash than they need. That is a good sign for the market. This price is as good as any.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
WATCH TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2017-09-18 $1.750

A lot of the drilling stocks are cheap.  Book value is $4.99 so it is trading very cheap.  It could go to a $1.20.  During the next bull market it could be a $12 stock.  You want to own it and sometime in the fourth quarter will be the time to buy it.

$1.20 Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
COMMENT TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2017-09-18 $385.000

An electric car company as well as having interests in solar. Prefers BYD Company, a Buffet backed electric car manufacturer out of China. Tesla is not the only electric car manufacturer in the world. A Tesla car costs $120,000, and there aren’t a lot of people able to afford that kind of price. This stock is relatively speculative. Wait for it to take back its new highs. Should it break through that level on greater than 40% average daily volume, that would be an indication the stock is heading reasonably higher. There are other manufacturers like BYD and BAIC in China, which are going after the lower end of the market, and expects they will be relatively successful, along with buses, trucks, etc.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
HOLD VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-09-18 $45.250

It is coming down because the French government has said they will stop hydro carbon production but that is a long way away.  The market is nervous.  They have supported their dividend and over time they will replace France.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
COMMENT WEED-T Canopy Growth Corp. Market Call Tonight (BNN TV) 2017-09-18 $10.560

An investment in this type of company is rather speculative. However, it has certainly settled down. When they came off from about $12 down to $6, there had been some recovery, and the stock has been picking up of late. He doesn’t like the political risks. Feels there is a lot going on behind the scenes that we don’t necessarily know about.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
WATCH WRG-T Western Energy Services Market Call (BNN TV) 2017-09-18 $1.290

It is a very cheap driller.  $5.53 book value at the end of last year.  They are in a break even situation.  He sees it doing much better.  He likes the stock and covers it.  There will be a great opportunity to buy it likely later in the year.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
HOLD ZEO-T BMO S&P/TSX Oil & Gas ETF Berman's Call 2017-09-18 $10.500

In the next couple of months there may be a little more upside.  At the beginning of the year the stocks were overpriced.  He is going to trim when it gets back to the high end of its trading range.  Don’t add to it now but you could buy on pullbacks.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-15 $0.020

Energy. It feels like we are pretty close to a time of maximum despair in energy stocks. They’re under owned and people just don’t want to touch them. There have been many false starts this year, but this week is the first time in a very long time where things are starting to feel better. Not only do we have the combination of a few different agencies asserting their bullish thesis on oil that the market is tightening, but OECD surplus inventories have fallen by about 44%. We’ve had cuts in US growth rates and evidence of plateauing in US production in the past 5 months. This is an area that is massively undervalued, stocks are trading at half of their historical multiples and good fundamentals that are now improving, and there are now people starting to recognize that.

Eric Nuttall ENERGY BULLISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-15 $0.020

Market. The Canadian economy has had a good first half, certainly leading the G8 in terms of GDP growth. That ultimately translates into earnings for companies. In the US, Q2 was very strong, but he expects a little softening in Q3 because of hurricanes, but balancing in Q4 and Q1 of next year. Canada will benefit from those tailwinds as well as organic growth. Thinks we can expect better things from base metals and oil. We have seen the bottoming out for something like base metals, which has been the best return in the resource space, led by things like copper, zinc, iron ore and met coal. We can build on that. Sees better things for oil into 2018. Conditions have stabilized for things like oil, which is a big driver for Canada. We can build from that base as global GDP continues to improve.

Dennis da Silva RESOURCE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-15 $0.020

Gold has already passed over $1350, but resource stocks haven’t shown good performance. Why? Last year there was a good break out where gold stocks outperformed the price of gold. This year gold is up about 15% year to date, versus the global gold index which is up about 7%. Some of that he would attribute to just the nature of the move in gold. A little more concern in the world has created some move into the price of gold. Believes part of this has to do with if the market believes in the sustainability of the gold prices north of $1300. He is more focused on what companies are doing, and not worried about the price of gold. Eventually, if the market sees discipline continue, equities will outperform the underlying commodity on a more sustainable basis.

Dennis da Silva RESOURCE OPTIMISTIC _N/A View
COMMENT AAV-T Advantage Oil & Gas Ltd Market Call (BNN TV) 2017-09-15 $7.760

He really likes this company. More of a manufacturing company than an oil/gas company. They should be generating gobs of free cash flow. The challenge in Canada is that there are ongoing issues around pipeline availability and egress take away solutions, and we have seen that manifest itself in the past quarter.

Eric Nuttall ENERGY BULLISH on ENERGY No View
TOP PICK AGB-X Atlantic Gold Corp Market Call Tonight (BNN TV) 2017-09-15 $1.460

A new producer in Canada. Unique and in Nova Scotia. They are opening their new mine, a Moose River consolidated mine project. It is going into production in October, and should be commercial by the end of the year. 85,000 ounces in 8.5 years. Sub-$600US an ounce production cost, so margins will be very robust. The ability to double from 2 satellite deposits, probably in 3 years, will more than double production. (Analysts’ price target of $2.17.)

Dennis da Silva RESOURCE OPTIMISTIC Yes View
COMMENT AGI-T Alamos Gold Inc Market Call Tonight (BNN TV) 2017-09-15 $9.040

This has taken a kicking over the last week or so with the Richmont acquisition. Think it was a bit of a surprise that the company had made an acquisition of that size. Its original base was in Mexico, but have now diversified into Canada. Richmont has a great little mine. It is ramping up to lots of exploration upside. Maybe they have overpaid right now and incorporated some of their growth into what they paid. He would rather buy something that is steady and consistent and does what it says it is going to do, without surprising him with any dilution or major acquisitions.

Dennis da Silva RESOURCE OPTIMISTIC No View
COMMENT ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2017-09-15 $17.600

(Market Call Minute.) Kind of a granddaddy of Montney. They’ve been in the play for a long time. He is kind of looking for a consistent 12% kager (?) and growth over the next 4 years. All the infrastructure is locked in. Has a beautiful yield.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
COMMENT BAR-T Balmoral Resources Market Call Tonight (BNN TV) 2017-09-15 $0.660

A very small gold explorer. Probably the best claim to fame is that its project is located near the Detour Gold (DGC-T) project near the west detour part of that project. A very prospective camp. Still early stage. He likes the management team.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
PAST TOP PICK BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2017-09-15 $6.030

(A Top Pick Aug 30/16. Down 33%.) Did a great job of acquiring an asset out of Encana last year. Because of infrastructure, they were able to go in and steal the asset. The CEO doesn’t get as much credit as he should.

Eric Nuttall ENERGY BULLISH on ENERGY Yes View
PAST TOP PICK BIR-T Birchcliff Energy Ltd. Market Call Tonight (BNN TV) 2017-09-15 $6.030

(A Top Pick Aug 2/16. Down 34%.) Good financial discipline, and he has a lot of respect for management. The balance sheet is in great order and they have a great growth program for the next 5 years. They have the access to infrastructure, a key thing in Western Canada, especially for gas. Probably two turns cheaper than its peer group. They are focused in the Montney, the most profitable gas play in Canada.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
COMMENT BNE-T Bonterra Energy Corp Market Call (BNN TV) 2017-09-15 $15.660

This has always been tricky, because it is fairly closely held, and trading liquidity is pretty crummy. It is typically Canadian dividend funds that buy it and hold it. They found themselves in a position where they had taken on too much debt, and made a mistake of not hedging it off. Have high quality assets. Due to its lack of liquidity, he has been trading at a pretty healthy premium to others.

Eric Nuttall ENERGY BULLISH on ENERGY No View
COMMENT BSX-T Belo Sun Mining Market Call Tonight (BNN TV) 2017-09-15 $0.590

An explorer/developer. It certainly hasn’t performed the same as Continental Gold. Has shown more volatility. Brazil obviously can be a difficult environment. He thinks they are appealing an injunction on their deposit. In South America, the social license is very difficult, and he thinks that is the overhang with the stock. He has avoided this.

Dennis da Silva RESOURCE OPTIMISTIC No View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-09-15 $3.280

He would avoid this. They will really shine in a higher commodity price, because they will be able to generate cash flow above and beyond their interest payment, to deploy into the ground and grow. Trading at a premium multiple, 6.6X versus the average of 6.2 of the intermediates in Canada.

Eric Nuttall ENERGY BULLISH on ENERGY No View
DON'T BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2017-09-15 $3.450

The list of investables in Canada is not a super long one. Their use of financial leverage taints the name for very, very long time. If you are bullish on gas, he could list off 5 names that you would want to buy ahead of this. Not a name he would own.

Eric Nuttall ENERGY BULLISH on ENERGY No View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2017-09-15 $12.330

A long-term kind of hold. Everybody is waiting for a uranium recovery in prices. The buying side has been on a bit of a strike. There seems to be no hurry in restoring long-term inventories among major users. No one is really making a lot of money at current prices. This company has the benefit of having a very good contract book, which protects them from short-term prices. Expects buyers will probably be back in the next 24 months to start to refill inventories, which will strengthen and bolster demand.

Dennis da Silva RESOURCE OPTIMISTIC Unknown View
SPECULATIVE BUY CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2017-09-15 $4.300

If looking to clip a dividend coupon, the estimate is that it is sustainable down to about $45 oil. The dividend yield is high, because the stock’s been slaughtered on an overhang. The overhang was because RBC determined there was enough demand to do a fairly significant bought deal at $5.50, for them to buy an asset off of Husky. RBC had overestimated the market’s demand for Canadian small caps. It is back to a level now where it is extraordinarily cheap. He struggles trying to figure out where the big guys want to come in and bid it up. They’ve had too many stumbling blocks in order for you to get super excited. Dividend yield of 9.74%.

Eric Nuttall ENERGY BULLISH on ENERGY No View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-09-15 $8.990

There’s too much history amongst retail and institutional investors to want to embrace this name for the foreseeable future. Some people may have an issue with overall executive compensation relative to shareholder performance over the past 5 years.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
COMMENT CS-T Capstone Mining Corp. Market Call Tonight (BNN TV) 2017-09-15 $1.350

You would think that this would do a little better, but it is very volatile. That is really tied to the higher cost structure. Very leveraged to copper prices. A little less detached from very specific operational issues. They had 3 North American mines. Nice growth profile, but very sensitive to copper prices given the elevated cost structure. Not his way of doing things. Low cost structure wins in any environment.

Dennis da Silva RESOURCE OPTIMISTIC No View
DON'T BUY CVE-T Cenovus Energy Market Call (BNN TV) 2017-09-15 $11.020

The amount of debt is a concern, which is why they’re disposing of assets. Even with that leverage relative to its peers, free cash flow is lower. They don’t know who the next CEO is going to be. There is no reason to own this.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
COMMENT ELD-T Eldorado Gold Market Call Tonight (BNN TV) 2017-09-15 $2.820

Has some very good assets, but unfortunately in some difficult environments, Greece being front and centre. Probably trades at a 30%-40% discount to its peers. A very low cost producer and great margins. Material growth down the road over the next 5 years. Unfortunately, they are in a bit of a battle with the more recent Greek government, where permitting and the ability to get things done has been hampered. They are now going into arbitration. They’ve received an important license for the Olympias project, one of 2 major projects there. He has avoided this stock because he is not interested in extreme volatility.

Dennis da Silva RESOURCE OPTIMISTIC No View
COMMENT FMSA-N Fairmount Santrol Holdings Inc. Market Call (BNN TV) 2017-09-15 $3.450

The most financially leveraged fracing company. The whipping boy if you are bearish on oil, fuel activity and sand. This is the one you would Short. The Short interest is back up to about 32% of the float. As you are seeing money come back into the market, we should step back. The backdrop is, we’ve had a good week this week. He is waiting to see if Long money comes into the market. He is bullish for frac sand, but this is not his favourite, because of the financial leverage.

Eric Nuttall ENERGY BULLISH on ENERGY No View
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