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 CBX-X Cortex Business Solutions Market Call (BNN TV) 2016-07-21 $2.280

New management has been in for about a year, and have reduced expenses. The big challenge is that this company basically connects end customers, mainly in the oil patch, where there has been a reduction in drilling activity. He guesses that two thirds of their business is in the oil patch. They are now diversifying into other industries. If their transactions increase, then with a lower cost base, you will see significant positive business levered.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2016-07-21 $9.400

This IPO’d in 2013, and had the strategy right out of the gate. They were looking to have an oil focused company with a very low decline rate, have a balance sheet with very little debt and be very acquisitive. He likes what they are doing. Dividend yield of about 4.5%.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT CNE-T Canacol Energy Ltd. Market Call Tonight (BNN TV) 2016-07-21 $4.200

(Market Call Minute.) A Colombian gas story. They have all of their gas contracted at $5.60, and it seems to be pretty low risk drilling. This is one to look at.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2016-07-21 $20.070

Rapidly heading towards 200,000 barrels a day of predominantly light oil production. They have a huge amount of inventory running room. Has always had a really good balance sheet. It has a great hedging program that runs out to 3 years. What you have to look forward to is the ongoing progress of instituting water flood across their properties, moderating the decline rate, and making for a sustainable business that will pay you a dividend for years to come.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
BUY CR-T Crew Energy Inc. Market Call Tonight (BNN TV) 2016-07-21 $5.720

(Market Call Minute.) Rapidly establishing itself is the premier Montney player. They sell 40% of their gas into the Chicago market and get great prices.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
COMMENT CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2016-07-21 $20.400

(Market Call Minute.) There is a pretty good outlook for this stock in the near term.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT CZO-X Ceapro Inc. Market Call (BNN TV) 2016-07-21 $2.080

The appeal of the stock is that it is in a non-cyclical industry. Has a proprietary process where they extract the good stuff from oatmeal. Also, has some other interesting technology. Has a new plant, which will increase their capacity by a factor of 10, which he expects to be up by the end of the year. Will be running the old plant to do custom work. Thinks there are pretty good barriers to entry. Upcoming earnings are supposed to be good, with acceleration into the 2nd half of the year. You should see this doing well on a 3-year basis.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT DEE-T Delphi Energy Corp. Market Call Tonight (BNN TV) 2016-07-21 $1.010

This has struggled. Hasn’t invested in it in a long time because the balance sheet was so debt laden. In the downturn, they’ve struggled, and had big volume commitments in terms of gas shipments, and got themselves into a bit of a pickle.

Mason Granger CANADIAN ENERGY UNKNOWN No View
COMMENT DHX.B-T DHX Media Market Call (BNN TV) 2016-07-21 $7.220

Expected to earn $.35 in June/2016, growing to $.40 in 2017, about a 15% lift. Dividend is probably as big as you are going to see in the near term. They grow by acquisition, and it should continue to do well. Has a library of children’s videos, which they can continue to build out at almost no cost. They hope to get big enough that someone like Disney (DIS-N) will buy out their videos. There is also the potential of someone like Netflix (NFLX-Q) taking a run at them. Stock seems to be relatively expensive.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT ECA-T Encana Corp Market Call Tonight (BNN TV) 2016-07-21 $10.810

He struggles with wrapping his head around this company. He likes some of the things they are doing in terms of repositioning the portfolio. They had something like 17 core plays for awhile, so have been in the process of consolidating that. Thinks they need $60 oil to make good economics.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
COMMENT ESL-T Enghouse Systems Market Call (BNN TV) 2016-07-21 $52.770

This has done well, but the stock has pulled back because of recent negative earnings surprise. However, it still ranks at 50 out of 700 stocks, being in the top 10%. PE on a trailing basis is not cheap at 35X earnings, compared to 13% earnings growth. The stock looks expensive. This typically grows by acquisition.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2016-07-21 $0.185

This has a black box in an airplane, and can use the system for either voice communication or a connection through a satellite, a kind of interconnect to monitor the health of engines, etc. It can be installed on an OEM basis for Airbus, where approximately half of their 320’s has had the product installed on the factory floor, but mainly for voice. They are now returning to those users, and offering them upgrades to do many other things. In addition to Airbus, they are also attempting to getting installed on other airframes, the biggest one being Boeing (BA-N). If they get this, there will be a significant lift in the stock. Hopefully, we will know by the end of September if they are successful. Good product and great recurring revenue, but they need more of a rollout.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2016-07-21 $11.720

Over 70% of their business is based on a gross overriding royalty, so they have exposure to the top line of the business, but not all the operating costs underneath it. There is a lot of merit in this kind of a business model. They tend not to hedge production, so you get full exposure to the upside in a name like this.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT GEI-T Gibson Energy Market Call Tonight (BNN TV) 2016-07-21 $14.970

Stumbled a little with the release of Q1. There was probably a bit of miscommunication between the analyst community and management. There are 2 segments to their business, transportation and wholesale. He still likes the company and thinks they are well positioned in terms of pipelining, storage, tankage etc. Current yield is about 8.6%, which he views as safe.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT GPH-X Graphite One Resources Inc. Market Call (BNN TV) 2016-07-21 $0.090

He doesn’t follow this company, but generic comments on graphite is that if you are keen on Elon Musk and Tesla, you should be keen on graphite. There is literally more graphite in lithium ion batteries than there is lithium. However, graphite is not all the same. You want really, really course graphite for batteries. You can use really, really fine graphite, to make pencils. Thinks this is a great opportunity, and hopefully the market will end up coming to the realization that you need graphite.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
TOP PICK GXO-T Granite Oil Corp Market Call Tonight (BNN TV) 2016-07-21 $7.620

A very small company that pays about a 6% dividend. A little less than 3000 barrels a day. He likes it because the management team, through a predecessor company called D3, discovered an Alberta Bakken oil pool. They have a commanding presence in this play and own 100% of something like 80 sections of light oil. They have an enhanced recovery scheme, where they are pushing natural gas down into the ground, to bring up the pressure of the reservoir. This could be a good takeover target for a dividend payer at some point.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
DON'T BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2016-07-21 $6.590

Base metals stocks have done well. Typically, you see a large correlation of base metals stocks, whether copper, lead, nickel or zinc, all running together, and this company is running along with them. It looks like the US$ is starting to pick up strength, which could be the end in the near term of the commodities play. It is not likely that China will be coming back building lots of stuff. He would go elsewhere.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
TOP PICK HRX-T Heroux-Devtek Inc. Market Call (BNN TV) 2016-07-21 $15.300

Designs, manufactures and repairs aerospace industrial components. The stock has moved up significantly recently, partly because they have laid out a ton of CapX in anticipation of a new contract from Boeing (BA-N). On a 4th quarter trailing basis, free cash flow has swung from -4% to a +3.3%. Analysts are forecasting 27% earnings growth. For the March/18 fiscal year that gives you a 15.6X PE, and an attractive .6 PE to growth.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT HSE-T Husky Energy Market Call Tonight (BNN TV) 2016-07-21 $15.420

This is gone through a transition in the last while. Have sold 60,000 barrels of production, some midstream assets, and yet retained operatorship. They’ve been trying to reposition the portfolio in Canada. What has given him pause is that their partner in China has given notice he wants to renegotiate the gas price. That could drag on for a while. Looking at the group of senior stocks in Canada, this one represents significant value.

Mason Granger CANADIAN ENERGY UNKNOWN No View
BUY IMP-T Intermap Technologies Market Call (BNN TV) 2016-07-21 $0.480

(Market Call Minute.) Have a huge deal they are working on, and it seems they are getting awfully close to getting that deal nailed down. If so, it would be quite significant for them going forward. A reasonable speculation to buy.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK IT-T Intertain Group Market Call (BNN TV) 2016-07-21 $11.020

(A Top Pick May 15/15. Down 41.41%.) The stock has declined significantly, and they are trying to figure out what to do with the company. Trading at 5 X PE. He would give this a pass.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2016-07-21 $4.590

This is the management team from Celtic which sold their company to Exxon Mobile (XOM-N). They are doing the strategy again. Have managed to assemble a land base and opportunity set, that is even larger than what Celtic was. They’ve always had a very good cost of capital and good paper to do acquisitions, and has always shown good tenacity in assembling land. Fairly gas levered, and a little more balance sheet debt than what he is comfortable with. An A+ management team.

Mason Granger CANADIAN ENERGY UNKNOWN No View
DON'T BUY LB-T Laurentian Bank Market Call (BNN TV) 2016-07-21 $48.740

Canadian banks have improved, but are not ripping the leather off the ball on growth across the board. This bank rates “okay” on his dividend model, being 140 out of 743 stocks in the database, but there are kind of warnings because the latest year-over-year growth in cash flow has been negative at -3%. Three-year cash flow has only been at 5%. There are better opportunities elsewhere to give you a better adjusted return.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT LXE-X Leucrotta Exploration Inc. Market Call Tonight (BNN TV) 2016-07-21 $1.890

This is early stage, and he tends to focus on companies that generate a significant free cash flow. They have a great balance sheet and a great asset, and are now trying to prove things up and ultimately sell the company. Has a lot of confidence in the team behind them.

Mason Granger CANADIAN ENERGY UNKNOWN No View
DON'T BUY NBZ-T Northern Blizzard Resources INC Market Call Tonight (BNN TV) 2016-07-21 $4.710

Has a very small position in this. A heavy oil producer. They had a fully constructed 6000 barrels a day oil sands plant ready to go, and it is still not up and running. Although they were a heavy oil player, the oil was very mobile in the ground, and had some pretty interesting assets. The company has struggled a bit. They are 70% owned by a private equity fund. It doesn’t trade very much.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT NGC-X Northern Graphite Corp. Market Call (BNN TV) 2016-07-21 $0.400

He doesn’t follow this company, but generic comments on graphite is that if you are keen on Elon Musk and Tesla, you should be keen on graphite. There is literally more graphite in lithium ion batteries than there is lithium. However, graphite is not all the same. You want really, really course graphite for batteries. You can use really, really fine graphite, to make pencils. Thinks this is a great opportunity, and hopefully the market will end up coming to the realization that you need graphite.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK NHC-T Nobilis Health Corp Market Call (BNN TV) 2016-07-21 $3.260

(A Top Pick May 15/15. Down 63.5%.) Still facing challenges. Small-cap companies do not have the market in their favour.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT NVA-T Nuvista Energy Ltd Market Call Tonight (BNN TV) 2016-07-21 $6.600

This one depends on your view on gas. He would put this up there with the half-dozen Montney focused names. Has been very impressed with the ongoing improvement of well results. Definitely top tier.

Mason Granger CANADIAN ENERGY UNKNOWN No View
COMMENT OEE-X Memex Inc. Market Call (BNN TV) 2016-07-21 $0.160

This has a partnership with Cisco (CSCO-Q) as well as Mazak, a large Japanese based robot making company. Their software connects machines on the factory floor to the top floor. Because of concerns of viruses between the factory floor and the top floor, Cisco basically provided a buffer between the 2. Cisco gave this company a huge endorsement. Thinks the company will do well. In the near term, they are ramping up expenses and hiring sales and support staff. On a 2-3 year basis, the stock will do well because of what they offer. In the near term you are not going to see a huge improvement in earnings, until those new sales hires start to pan out.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
BUY PEY-T Peyto Exploration & Develop. Market Call Tonight (BNN TV) 2016-07-21 $37.540

(Market Call Minute.) Great cost structure. They deliver earnings rate of returns and focus on return of capital.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2016-07-21 $0.160

(Market Call Minute.) This continues to offer an interesting product, but at the moment he would expect there are other opportunities with other stocks.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT PHO-X Photon Control Market Call (BNN TV) 2016-07-21 $0.670

(Market Call Minute.) This continues to have specialized measurement. A huge free cash flow generator. There has been a change in management. The underlying business continues to do well. They have the cash, and there is a question as to whether they will be acquiring something that is profitable.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
SPECULATIVE BUY PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2016-07-21 $3.070

He has a very tiny position. There are 2 parts to their business. 1.) Taking a bag of blood plasma, and using their proprietary extraction method, extracting some high-value protein. They’ve identified 5 orphan drugs, and 2017-2018 is when they should start extracting those drugs and making significant cash flow. 2.) Also, has a PBI4050 drug, which basically targets fibrosis of many organs, as well as potential applications in diabetes. If successful, it has the ability to end up being an absolute kind of company maker with a vengeance. A speculative company. If you are willing to take a flyer, you will know in about 2 years.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT PPY-T Painted Pony Petroleum Market Call Tonight (BNN TV) 2016-07-21 $8.940

Had concerns earlier this year on the logistics of incremental pipe being laid down to accommodate the growth that the company has. They have a very ambitious growth plan. This year, debt peaks out at maybe 2.8X debt to cash flow, and goes down steadily after that as incremental volumes start to be realized. Have done a fantastic job in every year of getting better and better at drilling wells in Northeast BC. A long-term Hold if you are constructive on gas.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
COMMENT PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2016-07-21 $1.810

At one time this was an almost 200,000 barrel a day company. By the time the dust settles, this might be 30,000-40,000, focusing only on about 3 core plays. This isn’t even on his radar screen for investing.

Mason Granger CANADIAN ENERGY UNKNOWN No View
TOP PICK PXT-T Parex Resources Inc. Market Call Tonight (BNN TV) 2016-07-21 $13.170

Putting this out as his favourite international name. It is a Colombian focused, light oil portfolio. This is grown from nothing to 30,000 barrels a day. Their exploration success has been excellent. They have a business plan that works at $30 a barrel as much is it works at $60. There is no debt on the balance sheet.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT PXX-T BlackPearl Resources Inc Market Call Tonight (BNN TV) 2016-07-21 $1.010

This doesn’t meet with the hallmarks of something he would put in his portfolio. Very much a net asset story. They have 3 main properties and an oil sands project. To value this stock you have to ascribe value to something that is several years out, and potentially longer if prices don’t recover. Management is considered best in class, and he is very confident in the balance sheet position that they can weather the storm. Should oil prices recover to $60-$65, he thinks it is game on again in some of their projects.

Mason Granger CANADIAN ENERGY UNKNOWN No View
BUY RE-T Rock Energy Inc. Market Call Tonight (BNN TV) 2016-07-21 $0.850

(Market Call Minute.) Recently acquired a $109 million acquisition. He likes it.

Mason Granger CANADIAN ENERGY UNKNOWN Unknown View
BUY RNW-T Transalta Renewables Market Call (BNN TV) 2016-07-21 $13.670

The question 6 months ago was that the dividend was pretty big, and was it going to be maintained. His response was “yes”. It ranks “okay”, being 188 out of 743 stocks. Earnings growth is expected to accelerate. Year-over-year cash flow growth has been very positive at 42%. Earnings estimates have been revised upwards by 17% in the last 90 days. They are reporting on August 5, and earnings are expected to be up. This looks like a reasonable opportunity.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT ROI-X Route 1 Inc. Market Call (BNN TV) 2016-07-21 $0.045

You have to remember that the company is profitable. That is really important, particularly with smaller companies, because it is hard for small companies to raise money these days. You want to have them free cash flow positive, and this one is. They are not ripping the leather off the ball as far as growth, but what they have is a product called MobiKey which allows you to remotely, on a totally secure basis, reach into a computer from anywhere. US and Cdn governments uses this in a big way. The question is, will there be a broad rollout beyond the existing government users. Profitable.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2016-07-21 $10.560

A top notch team which has really executed. They’ve always formulaically run the business. Low debt. They always beat their numbers. Also, they do smart deals. They are getting to a point in terms of size and lifecycle where it is less of an acquisition candidate.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT RSI-T Rogers Sugar Inc Market Call (BNN TV) 2016-07-21 $5.780

Stock has done well, and ranks well in his dividend model. Dividend yield of 6.2%, which may seem high, but in this case the coverage seems pretty good. Free cash flow is 3.5% and the PE is 16X against 26% trailing earnings growth, giving a .6 PEG. Sugar prices are at the highest level since 2012.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK SES-T Secure Energy Services Market Call Tonight (BNN TV) 2016-07-21 $8.810

(A Top Pick March 17/16. Down 0.55%.) In terms of the oilfield waste treatment business that they do in Western Canada, it is almost like an oligopoly where you have 3 companies. The other 2 companies are in real trouble in terms of their balance sheet. The company is well financed. Thinks this is relatively insensitive to the commodity price cycle.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2016-07-21 $2.360

Thinks they have not met expectations. There was a bit of a management change a couple of years ago. They went through a process of increasing the dividend every couple of months, and then the dividend kind of went the other way. They were very acquisitive and doing a deal every couple of months, and then selling the same assets months later. The payout ratio is still too high.

Mason Granger CANADIAN ENERGY UNKNOWN No View
BUY SJ-T Stella-Jones Inc. Market Call (BNN TV) 2016-07-21 $48.080

(Market Call Minute.) Hydro poles are rotting away. This has a good, long term outlook.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
PAST TOP PICK SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2016-07-21 $3.490

(A Top Pick March 17/16. Up 26.45%.) They have access to capital markets and a premium price paper. Also, this is an environment where there are more and more transactions happening. He expects them to be an ongoing consolidator in Saskatchewan.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2016-07-21 $35.980

Thinks that Fort Hills and Hebron are slated to come online next year. All indications are that those are well on track. What gives him a little pause is the outlook for downstream earnings, meaning the refineries. He is a little concerned about builds in diesel and gasoline inventories, and very high refinery runs, which could pressure crack spreads going forward.

Mason Granger CANADIAN ENERGY UNKNOWN No View
SELL TBE-T Twin Butte Energy Market Call Tonight (BNN TV) 2016-07-21 $0.050

At this point, you just try to blow this out and forget it. They have stumbled over the years with a litany of operational mistakes. When the commodity price collapsed, debt got them.

Mason Granger CANADIAN ENERGY UNKNOWN No View
TOP PICK TCS-T Tecsys Inc Market Call (BNN TV) 2016-07-21 $10.660

This is in the hospital supply chain management. It has roughly $120 million market cap. They have 2 new modules, one for in-house pharmacies in hospitals, as well as operating rooms. It keeps track of where all the stuff is. That has doubled the revenue potential per hospital. Their pipeline sales over the last year has increased by more than the factor of 3. Year-over-year sales were up 26%. Year-over-year earnings, free cash flow and EBITDA grew over 32%. Dividend yield of 1.21%.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
TOP PICK TNC-X Tio Networks Corp Market Call (BNN TV) 2016-07-21 $2.390

Roughly a $200 million market cap company. They process about $80 million bill payments per year with a value of about $9 billion. Have significant business leverage. They’ve grown by acquisition. A recent 18% increase in sales, led to an increase of over 100% in free cash flow, earnings and EBITDA. They have an attractive 4.2% cash flow yield. Earnings estimates have increased 18% in the last 90 days.

$2.75 in the near term. Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT TOG-T Torc Oil & Gas Ltd Market Call Tonight (BNN TV) 2016-07-21 $7.740

A light oil producer. Management is in the top quartile in Calgary. This has a big investment from the Canada Pension Plan, which would basically backstop all their deals in terms of acquiring assets in Saskatchewan. Have always had a strategy of carrying very low debt on the balance sheet, and executing well. 3.1% dividend yield.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT TOS-T TSO3 Inc Market Call (BNN TV) 2016-07-21 $3.680

If you are a hospital and need to sterilize some exotic equipment, the advantage of this company’s product is that it will do it very quickly and very economically. The equipment uses a combination of hydrogen peroxide in a cabinet, where you can put in unusual shaped objects. Recently got FDA approval. Also, they are using their old methodology for another kind of application. There is a definite need for their product. Forecasted earnings for 2017 is only $.02, so a lot of the good news has already been discounted. Not cheap.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2016-07-21 $32.030

Has some new products, but the challenge is that the earnings have declined significantly, being down 30% year-over-year in the most recent quarter. For 2016, earnings are expected to decline by 24%. Appears to be trading at less than 3X PE next year.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2016-07-21 $9.840

(A Top Pick March 17/16. Up 16.2%.) This is a company that he continues to have a very large weighting in. He would recommend this to people who are looking for a long-term investment in oil/gas, and want to derive income from their investment.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
TOP PICK WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2016-07-21 $9.840

Still likes it.

Mason Granger CANADIAN ENERGY UNKNOWN Yes View
COMMENT YRI-T Yamana Gold Inc. Market Call (BNN TV) 2016-07-21 $7.300

(Market Call Minute.) His overall comment on gold has been positive, and he sees another leg coming. This has a 4.5% free cash flow generation on existing earnings, and he thinks the stock and the group are moving higher.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-20 $0.020

Markets. Markets have been moving up quite a bit in the last month or so, and he has decided to build a little cash. Trimming some of the names that he thinks has been a little more overvalued. He’ll redeploy it when the market comes off. Has about 9% cash right now, which typically is about 4%-5%. As the market continues to move up, he will probably continue taking some money off the table in the short term.

Peter Imhof NORTH AMERICAN - SMALL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-20 $0.020

Markets. We are not actually sure that negative interest rates stimulate the economy. People have to save more for retirement because they get a very low return on their money. If you are actually saving more than you would otherwise, you are not spending it. It is not getting results, so she is not sure that it is working. Investing in this environment is tough. The market overreacts to any idea of rates going higher or lower. It is really disruptive. She is not going to thrash around with the market, because that is counterproductive.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-20 $0.020

Precious metals? Beginning in August the seasonality is good for both silver and gold. Today there was a fairly meaningful correction for some of the stocks. Over the next week might be a good opportunity to add to your positions. A strong US$ is negative for gold and silver.

Veronika Hirsch CANADIAN & ALTERNATIVE UNKNOWN Unknown View
COMMENT AC-T Air Canada (B) Market Call (BNN TV) 2016-07-20 $9.400

Airline stocks are very difficult to pick at the right time. All these stocks look extremely cheap, and this one looks very cheap relative to the US comparables. A very competitive market. Even though it looks very tempting at this low multiple, he is surprised that it hasn’t moved up with the other airline stocks in the US. Finds it very difficult to buy these things for the long-term.

Peter Imhof NORTH AMERICAN - SMALL UNKNOWN No View
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