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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
  
BUY BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-10-20 $26.180

They are a pioneer of the business.  Their edge is that they manufacture the trucks.  They were ramping up their manufacturing due to demand until last quarter when they said they would take it down from 5 trucks to 4 trucks per week.  This took the momentum off the stock.  But management is managing supply with demand so they don’t flood the market and bring down their daily bill-out rate.  Buy it here for upside within a couple of quarters of about 30%.  They manage the supply side of the business which he likes.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2014-10-20 $51.560

He has owned it forever, one of the best managed large companies in Canada.  Smart acquisitions of assets and a top notch group.  These guys are constantly building wealth.  If he was a pension fund manager, he would put his money with them for 10 or 15 years.  This is for steady, solid appreciation over time.  He likes the parent also.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2014-10-20 $11.630

Their share of the smart phone market is now under 1%.  They have a new device out – passport.  Does not think they can compete against Samsung or Apple in the consumer market and they are now getting buried in the business market.  The patents are getting less valuable and the cash is dwindling so he does not know why you would buy it.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2014-10-20 $11.630

Don’t make it a big part of your portfolio.  He is a large shareholder and he also owns the debt.  He is confident in the turnaround and that they will leverage the assets.  They should turn a profit next year. 

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2014-10-20 $67.270

A laggard.  It is difficult for Canadian banks to grow so each has its strategy.  It is in Mexico, Chili and others.  ROE is very high and dividend is attractive.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY CCO-T Cameco Corporation Berman's Call 2014-10-20 $18.640

Uranium.  He added it to his portfolio over the last week.  He thinks the sector will make a bottom, but he does not know when.  He thinks it is a very attractive sector right now and CCO-T is his preferred way to play it.  You have to be willing to sit with it because it is volatile.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Yes View
DON'T BUY CCO-T Cameco Corporation Market Call (BNN TV) 2014-10-20 $18.640

Cigar lake came into production finally.  Maybe nuclear power will come back or maybe it won’t.  People don’t see it as the answer like in the past.  Now we have solar power, wind power and the disaster in Japan to change people’s view.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
WATCH CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-10-20 $221.650

It is a really good business.  Generates very high levels of return.  Does not know when hedge funds might sell this company.  There may be some short term disruptions due to this.  He does not see a lot of upside in it, but with volatility he would want to add to it (say a 25% pull back)

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
BUY CPG-T Crescent Point Energy Corp Berman's Call 2014-10-20 $38.100

He turned negative 4-6 months ago.  Now he bought it at $36-$37 and it is neutral to up a little right now.  You don’t need to rush into it as you will see a lot of up and down in this sector.  Wait for the Russia/Ukraine situation to be resolved. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Yes View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-10-20 $38.100

Cash flow per share is the more important metric.  Don’t get fussed about the high PE ratio.  The cash flow has to pay the big dividend and replace assets as they deplete.  He has never been bullish on CPG-T because their payout seems overly optimistic.  The payout ratio is unsustainable if oil prices stay low for any period of time.  If they cut the dividend then the stock will fall like a rock.  He only has SU-T and CNQ-T.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
WATCH CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-10-20 $22.930

They see slow spending from businesses.  Likes what they are doing increasing dividend and buying back stock.  He doesn’t like the price when he marries it with the growth potential.  Wait for lower prices (teens).

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
PAST TOP PICK CU-T Canadian Utilities Market Call (BNN TV) 2014-10-20 $39.050

(Top Pick Oct 21/13, Up 4.25%) Nice and defensive if you need the income. 

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY on WEAKNESS DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-10-20 $99.220

A great business.  They dominate the dollar segment.  900 stores.  They will add 80 a year and there is a potential for a lot of stores.  Their inventory system is impressive.  Very high levels of return (20-25% ROE).  The valuation is up there for a reason.  There is some good upside over a long period of time.  Add to it if it pulls back.  It is in his top 10.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
PAST TOP PICK EMP.A-T Empire Company (A) Market Call (BNN TV) 2014-10-20 $75.040

(Top Pick Oct 21/13, Up 4.15%) Mostly the distribution.  It’s pretty stable and there are growth prospects in Western Canada.  The expectation is 6% return.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2014-10-20 $75.040

Just purchased Safeway.  Control close to 20% of grocery business in Canada as well as owning Crombie REIT (CRR.UN-T).  They compounded share growth at 10% over the last 10 years. 

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
WATCH GE-N General Electric Market Call Tonight (BNN TV) 2014-10-20 $25.030

Earnings last week beat expectations.  Has the highest organic growth rate when it is one of the world’s biggest companies.  The new GE is totally different than the old one.  They are deemphasizing financial services.  They will split out the rest of it next year.  Likes what management is doing.  They are focusing on business that don’t need as much capital.  He doesn’t see a lot of growth relative to the stock price.  At the end of the day it is a great business.  He just can’t pay up for it at this level.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
BUY GOOGL-Q Google Market Call (BNN TV) 2014-10-20 $532.380

Stock has come down about 15%.  People didn’t like the earnings last week.  Revenue was light and EPS was light.  People are worried about the pay per click they are getting.  It is hard to find a 16 Billion dollar company growing at 20%.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK GS-N Goldman Sachs Market Call (BNN TV) 2014-10-20 $177.840

(Top Pick Oct 21/13, Up 11.53%) Recommended on the premise that it would do a lot of investment banking and proprietary trading and that it could raise dividends.  They did all that.  It is 1.25 times book value.

$20+ David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY IMO-T Imperial Oil Market Call Tonight (BNN TV) 2014-10-20 $51.420

They have a tremendous record over the last 15 years.  They have very low costs (about $10) and so generate great profits.  They have one of the best production profiles coming on over the next 10-15 years.  They are very patient with their capital allocation.  Probably one of the best managed oil companies in the world.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
BUY IPL-T Inter Pipeline Market Call (BNN TV) 2014-10-20 $34.960

The mid stream sector took a massacre in the last 6 weeks.  Some had very high valuations, but they got sold off much too much.  He likes them.  Less commodity exposure.  They are attractive to buy right now.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK MCO-N Moody's Corp. Market Call Tonight (BNN TV) 2014-10-20 $91.490

Credit/debt rating agency.  Control close to 40% of the market.  You can’t issue debt without a rating.  A lot of their revenues are recurring in nature.  They buy back stock as well.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-10-20 $101.140

Bought some today.  It is down significantly over the last 7 weeks.  He knew there were going to be a lot of cars sold and therefore a lot of car parts.  There are another 2-3 years of good growth in North America in the auto industry and then after that it will repeat in Europe.  A PE of 10 so it is a perfect value stock.  Earnings growth exceeded the growth in the stock.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY on WEAKNESS MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-10-20 $101.140

It has done a great job since the 2008 selloff.  One of the most diversified auto parts sellers.  The opportunity for growth is in China.  They are going to turn around their European operations where they have lower margins.  He likes what management is doing with capital.  They bought back close to $2 billion in shares.  He sees an 8% return so he would add to a position at a lower price point and hold for the long term.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
TOP PICK MTY-T MTY Food Group Market Call Tonight (BNN TV) 2014-10-20 $28.970

Has been around for a long time.  They are Thai Express, Mr. Sub, Jugo Juice and Extreme Pita.  They have close to 30 brands in their portfolio.  They have done a fantastic job growing the business.  He sees this as a tremendous opportunity.  They can double their revenues in the next 7 years as they roll out into the US.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
DON'T BUY POW-T Power Corp Market Call (BNN TV) 2014-10-20 $28.460

Went down because of bond yields and because of investor’s group management because stocks went down and so then their fees went down. He thinks the stock is cheap and the dividend is sustainable.  He would recommend being at the top of the pyramid because if value is released that is where it will happen.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
WATCH RIG-N Transocean Inc. Berman's Call 2014-10-20 $29.320

The stock has been cut in half from a year ago and is very attractive here because somewhere here oil bottoms.  This stock could see more volatility and fall another 20%, but look out 5 years and it is very attractive.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
WATCH SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-10-20 $38.100

There is no way to know where the oil price will go in a couple of years.  It is hard to invest in this area.  It is a high cost producer with the majority of assets tied up in the tar sands so when oil sells off it gets hit more.  But he likes their integrated structure with the upstream and downstream.  He just doesn’t see a lot of upside here.  He would like to see it a lot lower before adding to it.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Yes View
SELL T-T Telus Corp Market Call Tonight (BNN TV) 2014-10-20 $38.320

There are interesting dynamics in the space.  Are the regulators going to let in a 4th service provider?  He owns RCI.B-T.  They will all grow about the same amount.  Likes the media and broadcasting assets of Rogers.  Telus lacks this.  He doesn’t see any upside to this one.  He would swap out of T-T and into RCI.B-T

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH No View
SELL TA-T Transalta Corp Market Call (BNN TV) 2014-10-20 $10.870

No one likes burning coal very much.  They were propped up by the dividend which they were not earning.  He would stay away from it.

David Baskin NORTH AMERICAN - LARGE BULLISH No View
SELL THI-T Tim Hortons Market Call Tonight (BNN TV) 2014-10-20 $86.680

He is confident the deal will get done.  This is a great business.  He sold it, but was upset because it was a great business.  He wants to see more evidence of what management is going to do now.  There is a great opportunity to take this brand global.  The US business has not been generating the return they thought it would.  He is now interested in DOL-T.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH No View
TOP PICK TRP-T Trans Canada Corp Market Call (BNN TV) 2014-10-20 $53.540

Keystone XL does not matter anymore.  Growth of the company will happen inside Canada.  They may spin out their power generating assets and release value.  This is a dividend grower. 

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY VZ-N Verizon Communications Market Call (BNN TV) 2014-10-20 $48.480

Took a hit in the correction, but he thinks it is well positioned as a content provider.  He likes this one.  It is a value stock with a low PE, share buybacks, nice dividend and the ability to raise it.  He prefers it to others in Canada with the dividend tax credit because the metrics of the earnings are that much better.

David Baskin NORTH AMERICAN - LARGE BULLISH Yes View
BUY on WEAKNESS WFC-N Wells Fargo Market Call Tonight (BNN TV) 2014-10-20 $49.180

He does not own any of the banks in Canada or the US.  A lot of the banks delivered significantly.  WFC-N survived.  It is probably one of the best managed banks over time.  They compounded their book value per share 11%.  Returns will be lower because leverage has come down.  They are buying back stock and increasing the dividend, but he shies away from the banks.  He likes that they are retail funded rather than wholesale.  You may want to add to the position on a pullback.

Chris Hensen NORTH AMERICAN SELECTIVELY BULLISH Unknown View
DON'T BUY XOM-N Exxon Mobil Market Call (BNN TV) 2014-10-20 $91.770

Profitable at $80 oil.  Better than Chevron. Go with the giant in this case. The easy oil is gone so everything being developed now has something tricky about it. Nothing is cheap any more. If the oil price comes down too low, many projects will get shelved and supply will come down and then the price will go up.

David Baskin NORTH AMERICAN - LARGE BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-17 $0.020

Markets.  This is the best time in 5 years to buy energy stocks.  It is the best correction going back to 08/09.  It was not the speculative names, but the majors.  Physical demand for oil world wide remains strong.  You look at inventory spreads.  Demand is up over a million barrels a day, but financial demand for oil is very, very weak. These are people who do not expect delivery of the oil when they invest in the future.  There has been a trade to sell oil because it was strong.  This put enormous short term pressure on the price of oil.  It is thought that oil futures are grossly oversold.  US oil companies are massively outspending cash flow.  As the price hits $80 going up, their cap-X should respond.  Companies are now thinking about their 2015 spending plans.  This weak oil price is very much a self correcting oil price.  The opportunity is in Canadian oil companies and in the ones that have simply sold down with the market.

Eric Nuttall OIL & GAS BULLISH on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-17 $0.020

Markets.  He thinks this week has to do with the Fed unwinding QE.  Also, you are seeing numbers out of Europe, China and Japan that are quite worrying.  The US can implement QE without impacting the purchasing power of its currency, whereas Japan, when they did QE, created a tremendous weakness in the Yen.  Even grocery sales are down significantly.  It means the whole QE game globally is coming to an end.  We could see the Fed reverse their course, but does not think they will do that for credibility reasons.  There are record levels of debt in margin accounts, even compared to 2007.  Lighten up on risk assets and try to get diversified and not sensitive to broader market fundamentals.  Volatility is quite concerning to him.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN _N/A View
SELL AIF-T Altus Group Market Call Tonight (BNN TV) 2014-10-17 $20.250

He has been lightening up.  The big decline in energy services impacts this one.  He does not see a lot of positive change for this company.  He has a small position that he is looking to exit.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
PAST TOP PICK ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-10-17 $4.350

(Top Pick Sep 25/13, Down 38.25%) He got out in the mid $7s.  They settled with first nations.  The challenge now is the indiscriminant selling in the energy market and which ones to buy.

Eric Nuttall OIL & GAS BULLISH on OIL No View
DON'T BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-10-17 $11.450

Great team, but on his uninvestible list because of their debt.

Eric Nuttall OIL & GAS BULLISH on OIL No View
DON'T BUY CFW-T Calfrac Well Services Ltd Market Call (BNN TV) 2014-10-17 $13.550

He has eliminated all his service exposure except for two companies, two days ago.  CFW-T’s margin expansion will not happen and budgets will not be as aggressive as they would have been two months ago.  The whole thesis for buying these names has evaporated. Prefers producers who have hedging.

Eric Nuttall OIL & GAS BULLISH on OIL No View
BUY CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2014-10-17 $17.100

It is a good buy although it does not trade enough for him to get into it.  Their decline rates are amongst the lowest in the business.  The yield is a little low.  It does well in terms of capital appreciation.  It is a good name.

Eric Nuttall OIL & GAS BULLISH on OIL No View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-10-17 $37.680

120% payout ratio with low oil prices.  But their cash flow sensitivity is not that related to the oil price.  The dividend is safe. 

Eric Nuttall OIL & GAS BULLISH on OIL Unknown View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-17 $37.680

Dividend stability depends on the price of oil.  If oil falls, he thinks either cap X or the dividend will have to be cut.  Does not like names with relatively high debt that attract investors with the yield.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Unknown View
DON'T BUY DHX.B-T DHX Media Market Call Tonight (BNN TV) 2014-10-17 $8.680

It is relatively expensive.  It is similar to Chorus now.  They just restructured the shares due to a CRTC requirement.  It does not have an impact on the company.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Unknown View
BUY DTX-T DeeThree Exploration Market Call (BNN TV) 2014-10-17 $7.050

Rock solid balance sheet and wells are getting better year after year.

Eric Nuttall OIL & GAS BULLISH on OIL Unknown View
PAST TOP PICK DWI-T DragonWave Inc. Market Call Tonight (BNN TV) 2014-10-17 $1.200

(Top Pick Sept 30/13, Down 41.87%) The build-out never really happened.  The structure of the financing was so dilutive in the end.  It paid investors in the deal to sell the shares.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN No View
WAIT GXI-T Guestlogix Market Call Tonight (BNN TV) 2014-10-17 $0.930

Airlines are their biggest customers, whose stocks are down due to the Ebola virus.  They have 80% market share.  They have had 20 new deployments this year.  He does not expect a major uptick this quarter, but next quarter and into next year.  Revenues could be up 40%.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Unknown View
BUY IKM-X Ikkuma Resources Market Call (BNN TV) 2014-10-17 $1.740

Was buying this stock this morning.  Was a past pick a month and a half ago.  This is an opportunity.

Eric Nuttall OIL & GAS BULLISH on OIL Yes View
TOP PICK IKM-X Ikkuma Resources Market Call Tonight (BNN TV) 2014-10-17 $1.740

They did a share consolidation.  It is trading ridiculously cheap here.  TD is estimating 80 cents of cash flow next year.  Great balance sheet and good growth.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
PAST TOP PICK LEG-T Legacy Oil and Gas Inc. Market Call (BNN TV) 2014-10-17 $4.950

(Top Pick Sep 25/13, Down 22%) He switched out this week after management issued themselves another 900k of performance units.  It is a name where they did a great job of reducing leverage.  He does not know what they have to do to gain investor traction.

Eric Nuttall OIL & GAS BULLISH on OIL No View
DON'T BUY LRE-T Long Run Exploration Market Call (BNN TV) 2014-10-17 $3.570

120% payout ratio.  They could dial back Cap-X spending.  The price of oil would have to stay back for a couple of years in order to cause a dividend cut.

Eric Nuttall OIL & GAS BULLISH on OIL Unknown View
SELL LTS-T Lightstream Resources Market Call (BNN TV) 2014-10-17 $3.940

Not a prime takeover candidate, payout ratio of 155%. He would not own this one.

Eric Nuttall OIL & GAS BULLISH on OIL Unknown View
SELL LTS-T Lightstream Resources Market Call Tonight (BNN TV) 2014-10-17 $3.940

He has been short for a long time.  When they have a lot of leverage or are higher on the cost curve, they are sensitive to weak oil prices.  He thinks they will be in a lot of trouble if oil stays low.  The dividend is a big warning sign and is not sustainable.  If oil prices rallied, the stock might do fine.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
TOP PICK MSL-T Merus Labs International Market Call Tonight (BNN TV) 2014-10-17 $1.480

(Top Pick Sept 30/13, Up 5.71%) The new CEO is better than the prior.  They have expanded the drug base to 3 in the portfolio.  The new CEO will be much more aggressive at growing the portfolio of drugs from 3 to 6 next year to 12 the following year.  It is ridiculously cheap.Thinks you will see a double in the next while.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
PAST TOP PICK NLN-T Neulion Market Call Tonight (BNN TV) 2014-10-17 $1.000

(Top Pick Sept 30/13, Up 104.00%) Rogers is using them, as is BNN.  Thinks you will see more deals like this with sports leagues. 

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
BUY PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2014-10-17 $0.425

Business is great.  They have been very successful in cross selling and creating organic growth.  He holds both their debt and their equity.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
DON'T BUY PNE-X Pine Cliff Energy Market Call (BNN TV) 2014-10-17 $1.560

They can still have some element of free cash flow.  He has no idea if this will be a cold winter.  He prefers oil.

Eric Nuttall OIL & GAS BULLISH on OIL No View
BUY PXT-T Parex Resources Inc. Market Call Tonight (BNN TV) 2014-10-17 $10.750

Relatively low cost, high return on capital and lots of growth prospects. 

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
SELL PXX-T BlackPearl Resources Inc Market Call (BNN TV) 2014-10-17 $1.730

This is a heavy oil producer and the differential is very small.  Their project, however, requires massive funding.  There are such great opportunities in businesses that are fully funded.  Move money into his top picks today.

Eric Nuttall OIL & GAS BULLISH on OIL Unknown View
WAIT RKN-T Redknee Solutions Market Call Tonight (BNN TV) 2014-10-17 $3.560

He has been short for a while.  He thought they would have integration problems when they bought a company 8 times their size, which was shrinking.  It is getting to levels where he is considering covering his shorts.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
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