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Compiling comments that experts make about stocks while on public TV.

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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
  
HOLD CP-T Canadian Pacific Rail Market Call (BNN TV) 2014-08-18 $214.340

Rails are both holds here.  Very stretched valuation.  You are looking at valuations on rails across North America being very stretched.  Don’t add to the position.  CSX is more attractive.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-08-18 $43.490

(Market Call Minute) A bench mark name.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
COMMENT DB-N Deutsche Bank AG Market Call Tonight (BNN TV) 2014-08-18 $33.010

He is looking seriously at this one. Issued a right’s issue, which bolstered the capital. Like everybody else they paid billions of dollars in fines to the US government and their agencies. They appear to be finally well-capitalized again. Trading at around a 52-week low. 2.9% dividend yield.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS No View
HOLD DEE-T Delphi Energy Corp. Market Call (BNN TV) 2014-08-18 $4.030

(Market Call Minute) Small cap name and he doesn’t see returns to the small cap names.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
DON'T BUY DII.B-T Dorel Industries Market Call Tonight (BNN TV) 2014-08-18 $35.350

This is a Dual Class share structure, and he warns people to be careful of that. Not one he is interested in. 

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS No View
HOLD ECA-T Encana Corp Market Call (BNN TV) 2014-08-18 $23.160

There is a lack of a glut on the market due to last winter.  We have been producing and shipping less gas in Western Canada.  There is not enough production capacity to meet the demands of the heating season.  We depleted our reserves last winter to well below the 5 year average.  We probably cannot get enough gas in storage for the winter.  An average winter will be okay, but if it is cold, we will not have enough capacity.  You don’t have to rush into this one because the move has happened.  Doesn’t see gas being quite as strong as it has been in the past so ECA is range bound for a while.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
HOLD ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-08-18 $23.160

This is one of Canada’s great natural gas companies. Have made a number of acquisitions, several of them being very smart over the last number of years. However, they are clearly suffering from low natural gas prices, and the industry will continue to struggle with that. Production is being shut in over time by some of the majors including this company, so declining capacity and some increasing usage, as US utilities reduce their coal consumption, probably argues well long-term for natural gas.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Unknown View
BUY EFN-T Element Financial Market Call (BNN TV) 2014-08-18 $14.750

This leasing function is very attractive and he thinks it will go higher.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
COMMENT FAP-T Aberdeen Asia-Pacific PRM Inc. Market Call Tonight (BNN TV) 2014-08-18 $5.730

It always worries him when he sees a closed-end fund like this. This is a global bond fund, so you have currency exposure to different currencies, mostly Asia and other emerging markets. What concerns him is that the fund is allowed to use leverage and does so. He really wonders how many investors really understand this. They provide a steady income to investors, but part of that is return of capital, not just income. You have to understand that you are buying a levered fund, and the leverage is reasonably substantial. A rising interest rate would squeeze you. It’s trading at around NAV, but paying out more than the income, so part of the return is return of capital.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Unknown View
DON'T BUY GE-N General Electric Berman's Call 2014-08-18 $26.070

GE is the economy because they touch so many parts of it, although they are getting out of certain areas.  GE has been trending down this year while the DOW has been trending upwards. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
BUY on WEAKNESS GE-N General Electric Market Call Tonight (BNN TV) 2014-08-18 $26.070

General Electric (GE-N) or United Technologies (UTX-N)? This is an extremely well-run company. Even though the stock has performed poorly over the last many years, the new management has really transformed this company making it a more broadly diversified company and less reliant on financial services. He would love to see this pullback because he feels it is a really well-run, well diversified business, with huge free cash flow growth potential and with a healthy dividend. This would be his preference. Wait for a better entry point.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Unknown View
BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2014-08-18 $100.720

A great name, don’t wait to buy.  HEP-C franchise.  Had a nice run, but if you look at growth prospects, it is attractive.  It tends to lead the biotech group.  Buy it at the 52 week high and let it run from there.  Peg ratio indicates there is significant growth ahead of it.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
TOP PICK GM-N General Motors Corporation Market Call (BNN TV) 2014-08-18 $34.400

Tremendously attractive, low valuation and opportunity to move toward more global manufacturing.  Headwind is the recalls.  They have to move toward more of a quality mandate.  Great sales in China.  If it drops due to recalls, then it would be an even better buying opportunity.  It just happens to be GM’s turn to have this issue.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Yes View
COMMENT HSBC-N HSBC Holdings P L C Market Call Tonight (BNN TV) 2014-08-18 $53.940

These all struggled during the financial crisis. This has struggled probably less than the European and foreign banks. This bank has a great position in Asia. Despite Asia’s issues at the present time for the growth rate is slowing, it is extremely well-positioned for the long haul. His entry point for the stock would be in the low $40’s. He is seeing better value in European financials and European banks.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS No View
HOLD IMG-T Iamgold Corp Market Call (BNN TV) 2014-08-18 $4.420

(Market Call Minute) There is worry about geopolitical risk although things are improving.  There was also worry about cost overruns.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE No View
BUY ING-N ING Groep NV Market Call Tonight (BNN TV) 2014-08-18 $13.480

Total debt to total capital is about 80%, but because this is a bank, you can’t look at debt to capital. Debt to them means investors deposits and things like that. This company has not paid a dividend since the financial crisis, and they can’t until they pay back the Dutch government the €1 billion that they borrowed. They will finish this in 2015 and will then return to a healthy dividend paying company. He is anticipating a dividend yield of around 4% and generating earnings at $1.20-$1.40 next year and higher by 10% a year in the next 2 years going forward.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
PAST TOP PICK ING-N ING Groep NV Market Call Tonight (BNN TV) 2014-08-18 $13.480

(A Top Pick July 2/13. Up 46.68%.) (See comments under ING-N.) Still a buy.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
PARTIAL SELL IPL-T Inter Pipeline Market Call (BNN TV) 2014-08-18 $36.140

Thinks it is a fine company, but the market is going towards more cyclical names.  He suggests selling 60-70%.  It is not going to go down appreciably.  The downside is if interest rates go up.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
TOP PICK JCP-N J.C. Penney Market Call (BNN TV) 2014-08-18 $9.870

SHORT.  Not making money.  Hemorrhaging cash.  Most people going there were for the coupons and the discounts.  Start covering when you get to $7.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Yes View
HOLD JCP-N J.C. Penney Market Call Tonight (BNN TV) 2014-08-18 $9.870

The new CEO has done an astounding job of starting to stabilize this business. He has seen some comp revenue growth and same-store sales growth in the last couple of quarters. This is a very leveraged retailer, which is a dangerous place for investors to be. However, he thinks they will pull it off. He is a bond investor in this company.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
BUY LUN-T Lundin Mining Corp. Market Call (BNN TV) 2014-08-18 $6.140

Preferred way to play base metals.  HBM is not bad either.  It has not moved yet to the same degree as others in the sector.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
DON'T BUY MFC-T Manulife Financial Berman's Call 2014-08-18 $21.610

The biggest factor is the shape of the yield curve when you compare to banks.  Interest rates will be low for a long, long time.  Deflation is the bigger risk than inflation.  If the yield curve stays steep then banks will continue to profit from it, not insurance companies.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-08-18 $122.660

He is not a big fan of the corporate governance of this company. Also, auto parts business is very cyclical. They have a great market share with a number of auto manufacturers, but traditionally this has been a lower margin, cyclical business. Not one he is interested in.

Lorne Steinberg DEEP VALUE INVESTING UNKNOWN No View
HOLD NBD-T Norbord Inc. Market Call (BNN TV) 2014-08-18 $22.050

(Market Call Minute) Had pretty good production in North America and Europe, but housing starts are still not at their average.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE No View
HOLD OTC-T Open Text Berman's Call 2014-08-18 $60.840

When you decide to sell in real time you only find out you sold too early with hindsight.  Can it double from here?  Who knows?  There was a material gap up recently.  If it comes back into the gap, that is a bad thing. 

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
TOP PICK PHG-N Koninklijke Philips Electronics Market Call Tonight (BNN TV) 2014-08-18 $30.290

A global leader in LED lighting, which is a huge growth area for this company. Also, a leader in healthcare equipment such as diagnostics, ECG, etc. They are going through the latter stages of a long restructuring. Earnings are poised to grow by about 20% next year and double digit growth for the next few years. Extremely well-positioned in their businesses. Strong dividend yield of 3.59% even after not a great time. He sees earnings going from the $2 a share level, to $3.50-$4 a share over the next 5 years.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
PARTIAL SELL PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2014-08-18 $48.250

Really likes this name as with many smaller pipeline names.  It is hard to say buy more because valuation is so stretched in this name.  It is a defensive holding and benefited a lot from geopolitical uncertainty.  Take some money off the table.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
PAST TOP PICK QCOM-Q Qualcomm Market Call (BNN TV) 2014-08-18 $75.030

(Top Pick Aug 19/13, Up 15.20%) Huge royalty interest.  Have 90% margins in some of their core businesses.  He would continue to hold it.  It appears that smart phones have matured.  We are seeing a bit of maturation in the market.  But Apple is showing that you still show good demand in the market.  Cars are another growth area for them, although Blackberry is more likely to exploit that.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Yes View
COMMENT RY-T Royal Bank Market Call Tonight (BNN TV) 2014-08-18 $80.410

Canadian banks have been a great place to be for a long time. Canadian banks are amongst the highest valuation banks globally on a BV basis. As a deep value investor, he is not in a hurry to get into things after they have been trading at all-time highs. He has to buy on a pullback, even though it looks like there is never going to be a pullback.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS No View
HOLD SGY-T Surge Energy Inc Market Call (BNN TV) 2014-08-18 $8.170

7.4% dividend is primarily all of the total return.  It is okay in terms of safety, but their cost is expensive and decline rates concern him.  It is sustainable, but there is not much growth over the yield.  You are probably better off with something else.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
HOLD SU-T Suncor Energy Inc Market Call (BNN TV) 2014-08-18 $42.680

This is a benchmark name.  Over time he noticed that energy is pretty strong in Canada and appeals to Canadian and international investors.  He thinks it should be a core holding.  Ultimately has good leverage to oil prices.  But if oil is below $90 it will not do well.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
HOLD TAP-N Molson Coors Brewing Company Market Call (BNN TV) 2014-08-18 $75.180

Cheap stock that he likes because of this.  Secular headwind is that people are not drinking as much beer as you would like.  Overall it is a hold, but attractive at a valuation point.  Prefers DEO-N for liquor exposure.  It is a buying opportunity today.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE No View
HOLD TBE-T Twin Butte Energy Market Call (BNN TV) 2014-08-18 $1.800

Steady and stable, a bit of a yield play.  Offers relatively less growth vs. peers.  It is a hold rather than a buy.  Dividend is almost 11%.  Does not see anything fundamentally wrong to lead to a dividend cut, although 11% is worrisome.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
SELL TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2014-08-18 $25.150

He is not crazy about dual class share companies. However, his view on the metals markets in general is somewhat bearish. He is looking for lower metal prices. If you want to own a company like this, there will be a better entry price.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS No View
SELL TLM-T Talisman Energy Market Call (BNN TV) 2014-08-18 $11.260

Take the money and run.  North Sea oil has had the run and is now in decline.  They are trying to figure out what to do with the North Sea.  Sees it as dead money.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
TOP PICK TOT-N Total SA Market Call Tonight (BNN TV) 2014-08-18 $63.990

He sees double-digit return for the stock, annualized over the next 5 years. This company is extremely well-positioned. Already paying a healthy 5.16% dividend and he sees significant dividend growth along with share buybacks. They are coming to the end of a large capital expenditure cycle, at which point we are going to start seeing expenditures drop and free cash flow rising. A cheap stock.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
BUY UTX-N United Technologies Market Call (BNN TV) 2014-08-18 $108.090

Likes it.  As things pick up in manufacturing it will really benefit this stock.  It looks really attractive.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
COMMENT UTX-N United Technologies Market Call Tonight (BNN TV) 2014-08-18 $108.090

General Electric (GE-N) or United Technologies (UTX-N)? This is well run and focuses on 3 major divisions; however he would tend to lean to General Electric as he thinks they are in the latter stages of transforming that company into a real growth vehicle again.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Unknown View
HOLD WZR-X WesternZagros Resources Ltd. Market Call (BNN TV) 2014-08-18 $0.740

They started a strategic review in March.  They rejected a recent bid.  They are clearly looking for an exit, so he would hold until that happens.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE SELECTIVE Unknown View
DON'T BUY XGD-T iShares S&P/TSX Global Gold Berman's Call 2014-08-18 $12.740

There is this big base developing over the last year or so and is threatening the resistance area right now.  Most recent dip in June did not make a lower low.  He thinks it will continue to chop around here until there is inflation; however he thinks there is a bigger threat of deflation than inflation at present.  It is tradable on a short term basis.  Buy at $12.65 sell at $13.50-14 if you want to trade it.  Use a stop loss.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
PAST TOP PICK XRX-N Xerox Market Call Tonight (BNN TV) 2014-08-18 $13.490

(A Top Pick July 2/13. Up 49.25%.) This is a free cash flow story, and they bought back a lot of shares and increased their dividend. Have struggled to generate revenue growth, so they are generating EPS through share buybacks. Feels this is now coming closer to his target valuation of $15 per share. Wouldn’t be a buyer of this today.

Lorne Steinberg DIVIDEND STOCKS CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-15 $0.020

Markets. Believes that the US is going to be the last country standing. Thinks yields in Europe are going to depression levels. GDP in most European countries are mostly negative. Japan has its own issues trying to get its economy going again. To him, China is a big ex-factor. Over the long term, money will migrate to the US because there are rates of return. Also large cap stocks in the US are still very cheap and all their yields are 150-200 basis points above 10 year US treasuries today. It’s going to be money looking for return, and he thinks you will get return on the US$ and any sort of US assets will be good for investors. About 30% of his clients accounts were in US$ when he made a call on the Cdn$ back in 2002. We had a secular bull market on the Cdn$ at $0.68 to well over par. He now has a reversal of this view. Client’s assets are now 30%-35% US, which will probably migrate up to 50% in the next year or so. He wants international diversification through large international companies which are trading 20%-30% below what he thinks is FMV.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-15 $0.020

Canadian banks. As a group, Canadian banks are getting very expensive. They are hitting his FMV. National Bank (NA-T) leads the list with a 23% upside. CIBC (CM-T) has a 12% upside. Bank of Montreal (BMO-T) has 10%. Toronto Dominion (TD-T) has 4% and Bank of Nova Scotia (BNS-T) has 1%. Royal Bank (RY-T) is trading over his calculated Fair Market Value. Yields have driven up all the banks to FMV, and it is really hard to see, unless they get really overvalued, where investors are going to make money here.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-15 $0.020

Markets. The Russian/Ukraine situation is a very touchy situation. Doesn’t think it means much for the markets. He still remains cautious on the markets. Feels it is pretty reasonably priced. When everything is quiet, that is usually the quiet before the storm. When markets run too much on the upside, that is when people get into trouble with too much margin and they get a little too risky. Some are in the market and shouldn’t be there. Thinks a 5%-10% correction would do the market some good.

David Cockfield CANADIAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-15 $0.020

How do you position your portfolios in the possibility of a 10%-20% market correction? One of the rules is that if you have 7% or more in a particular holding, you keep it that way. If it grows to 10%, then you knock it back by 3%. This assumes that you’ve got a relatively diversified portfolio. If you have a high beta stock and the market sells off 5%, it will sell off 10%, so that is where you probably try to lighten up a little. Also, dividend stocks tend to react better in difficult markets. (See Top Picks.)

David Cockfield CANADIAN CAUTIOUS _N/A View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2014-08-15 $97.980

The 7 for 1 stock split was surprising, and actually increases his FMV of his model price. Currently at $97.50 and his model price is $112.75, a 15%-16% upside. Sept 9 is the new product rollout of the iPhone 6 and maybe the iwatch. Yield of 1.93%.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2014-08-15 $100.260

(A Top Pick Aug 12/13. Up 15.7%.) Still likes this, but it is a little dicey at the moment. It looks like we are in for a bumper crop, and he is not sure if that means farmers are going to make more money or less, because the price of the individual products is down. He is watching the situation closely.

David Cockfield CANADIAN CAUTIOUS Yes View
DON'T BUY AMZN-Q Amazon.com Market Call (BNN TV) 2014-08-15 $333.630

Closed at $331.21 and his model price is $92.48. The market is supporting Amazon. As long as they continue to innovate and to find new products, the market is willing to support the company in terms of invention and innovation. The downside is if something happened to Jeff Bazos, or the market demanded that they have earnings. This is an event risk.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-08-15 $8.520

Just hit a new high in the last couple of days. Has been rather a dull stock lately. Pays a reasonable dividend. Has a mixed bag of assets, including water plants, sewage plants in Arizona, power plants in Ontario and in the US eastern seaboard. He keeps hoping somebody will take the stock out. A relatively safe investment.

David Cockfield CANADIAN CAUTIOUS Yes View
COMMENT BA-N Boeing Market Call (BNN TV) 2014-08-15 $123.160

Closed at $124.11 and his model price is $102.78, a 17% downside. Doesn’t qualify in any of his value definitions. Book Value is only $20. With all these quasi-aviation stocks, the government is such a big buyer of military hardware, that the stocks don’t really need equity. If the US market is going to go higher, this one will do well.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET Unknown View
HOLD BA-T Bell Aliant Market Call Tonight (BNN TV) 2014-08-15 $30.450

Why is this selling below the bid price? He did some quick calculations when the bid came out and sold at a price over $31. The reason for this is that they have cut out the dividend. You are going to wait to November, and at that point in time you are going to get $31, so you have to discount that (The no dividend aspect?) Or you are going to get some mix of Bell stocks. In the meantime, the stock is going to trade off the Bell component. The stock is not going to do much. He would probably just sit with this.

David Cockfield CANADIAN CAUTIOUS No View
DON'T BUY BAD-T Badger Daylighting Market Call (BNN TV) 2014-08-15 $28.740

His model was showing that this was about to take a fall. A very, very high valuation for this company. His model price is $31.42. He has seen the price fall below his Fundamental Value this week. Has been trading above his Fundamental Value since 2014, but probably since April, the wind has been coming out of this particular company. He thinks this is going to go down to the $19 area. It needs to create value now.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
SELL BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-08-15 $28.740

The real problem is that what they do is not a patentable process. In other words, anybody can go out and build the same equipment and do the same kind of job. They do a water process to drill under roads and suck up the debris. This is a very efficient and quite amazing process. The multiple got way out of line. They are going to be facing more competition. He would be out of this until you see where it settles down.

David Cockfield CANADIAN CAUTIOUS No View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2014-08-15 $51.730

This hasn’t been doing much for a while and he has been watching it. He likes the Brookfield group. This is a growth stock. Yield is relatively small. Likes what they are doing and their international exposure. Has many facets to it including agricultural, timber land, etc. This is a way to get international exposure in a company that really knows its way around the world. Start off with a small percent and then add into it cautiously.

David Cockfield CANADIAN CAUTIOUS Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2014-08-15 $3.820

The C series has great potential. The rails side is excellent and they win contracts but there are minimal margins in that business. They just look like they are ready to get the C series off the ground, and then something goes wrong. If they start flying that plane and it performs well and orders start coming in, the stock is probably going to go to $10. In the meantime it is a “wait and see” situation.

David Cockfield CANADIAN CAUTIOUS Unknown View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2014-08-15 $48.290

Traded yesterday at $48.57 and his model price is $36.97, a 24% negative differential. He feels investors are looking more at the 5% yield. This price and $50 is the maximum you are going to get.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-08-15 $48.290

(A Top Pick Aug 12/13. Up 22.23%.) Expect there will be another dividend increase. The main reason he holds it is because of the stability and the dividend.

David Cockfield CANADIAN CAUTIOUS Yes View
BUY on WEAKNESS BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-08-15 $72.400

Has liked this for a long time. Likes its international exposure. They used to be just the Caribbean, but is now Mexico, Central America and into South America. The Canadian banking business is a tight market. They are all quite competitive. Quite a conservative bank. Have an excellent record of “not losing” money on the loan side. If it came off a little, he would add to his holdings.

David Cockfield CANADIAN CAUTIOUS Yes View
DON'T BUY CEU-T Canadian Energy Services & Technology Market Call (BNN TV) 2014-08-15 $10.150

Is it normal for insiders to be selling when you have a stock split? It is usually not normal. Those who follow insider buying and selling would certainly be alarmed. This is currently at $9.94 and its FMV is $9.82, a negative 4%. Very, very expensive here. These energy services companies have had huge runs over the 6-7 months. They are fully valued. This is too highly valued for him.

Brian Acker, CA NORTH AMERICAN - LARGE BULLISH on US MARKET No View
COMMENT CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-08-15 $212.870

Thinks the multiple is around 35X PE. Likes the rails, but this one is really riding on a wave of enthusiasm, relating to an improvement on its various ratios. Should it ever miss a step along the way, the stock will take a good 10%-15% hit. He has basically moved any money he had in this, over to Canadian National (CNR-T), which trades at about 18X and isn’t under quite the same spotlight to meet objectives. Both companies are in good growth areas and both are benefiting from the transportation of oil. They have more business than they can almost really handle at this time. A good place to be in this kind of a growth economy.

David Cockfield CANADIAN CAUTIOUS No View
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