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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
  
PAST TOP PICK KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2015-01-28 $5.880

(A Top Pick Jan 21/14. Down 45.4%.) Likes the management team very much. One of the lowest cost operators in the oil/gas sector. Have already announced a reduction in their CapX, and he imagines that they will do so again. They have an enormous amount of resource. Once oil/gas prices recover, these stocks are going to be back up in the teens.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT KEY-T Keyera Corp Market Call Tonight (BNN TV) 2015-01-28 $76.970

Exceptionally well-run. This is more of a processor so is less exposed to the energy price shock, but not completely unexposed. They have contracts with their gas production companies, who have to pay them whether they deliver fuel or not for processing. Well financed. Have some big growth projects that they may delay because of what is going on, but he doesn’t think so.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT LNKD-N LinkedIn Corporation Market Call (BNN TV) 2015-01-28 $220.460

He pays for their services and finds them mildly useful. The stock chart looks like a stock that wants to keep going up. He would guess it trades at a pretty rich valuation. His concern would be that people start getting fed up with the constant push to upgrade or they start increasing prices. Not a bad little business and it does fill a need.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
PAST TOP PICK LOY-X Loyalist Group Limited Market Call (BNN TV) 2015-01-28 $0.490

(A Top Pick Dec 10/13. Down 16.92%.) Just bought a lot more this week. Met with the CEO and thinks things are going to gel for them this year. A rollup story where they are trying to consolidate the industry. Great revenue growth and makes good money, but institutions are not going to buy a stock where they think there is going to be financing. Company has had a knack of telegraphing financing, but CEO has said there will be no financing until the stock is significantly higher. Has a student housing initiative that the CEO is going to get aggressive with. Did a pilot program last year that did well. This will probably be a spinoff from the company, which he thinks will derive a lot of value.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
TOP PICK MCD-N McDonalds Market Call Tonight (BNN TV) 2015-01-28 $88.780

Just removed the CEO. Company had been struggling, partially because their menus got too complicated. They are trying to rebrand their menus and make them simpler. Rock solid balance sheet. He thinks they are going to solve their problems. Has a 30 year track record of increasing dividends. Yield of 3.8%.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2015-01-28 $20.300

Manulife (MFC-T) or Sun Life (SLF-T)? Both of these companies pay decent dividends in the 3%-4% range, but the business doesn’t seem to grow very much. They don’t do very well in a low interest rate environment. He would rather do something else with his money. Not his kind of investment.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
PAST TOP PICK NBG-N National Bank of Greece SA Market Call (BNN TV) 2015-01-28 $1.030

(A Top Pick Dec 10/13. Down 82.90%.) This was a bet on a turnaround in the Greek economy. Instead they elected a party that could pull them out of the Euro entirely. He exited a while ago at a pretty stiff loss. He’s not going to make any more bets like this and will stick to his knitting.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT NRI-T Nuvo Research Market Call (BNN TV) 2015-01-28 $9.640

A drug company that has a commercial product that is selling. Also has a very interesting allergy drug they are testing in Germany. If they can come up with a really effective treatment, this stock is going to go a lot higher. Results from phase 2 clinical trials are out in a week or 2. He has done extremely well in this name. Be a little bit cautious until you see what the clinical results are, but this is a classic case of “buy on rumour and sell on news”. Have a pile of cash so the downside is pretty limited. If it works out, the stock is going to go much higher, but if it doesn’t the downside could be $6 only.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT PD-T Precision Drilling Market Call Tonight (BNN TV) 2015-01-28 $6.040

A name he would choose as a dividend paying driller would be Canelson Drilling (CDI-T). Precision is going to be a survivor. If this cycle persists much longer, drillers are going to continue to see further weakness. His sense is that when energy prices start to bounce, you are going to get the 1st response in the exploration/production companies, and there will be a delayed response in the drillers. Company has quite a bit of debt, and if he were them he would reduce the dividend.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-01-28 $0.950

Just reported and earnings were very good. He made a call to Sell, not because he didn’t like the company, but just because he had done so well. He was up as much as 1500%, so he took profits. If you are new to the story, it is a fine Buy today. For him, he has new ideas coming out to make sure his subscribers have the cash to buy them. The company is very good.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
SELL POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2015-01-28 $45.360

An industry that analysts have said would be a big growth area, because of a shortage of potash. However, it is remarkable how easy it has been for them to bring forth production when demand increases, so he wouldn’t look for a big increase in the underlying commodity. While the Cdn$ has fallen, it is still pretty rich against some of the countries that purchase potash. He would be inclined to Sell the stock.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT QBR.B-T Quebecor Inc (B) Market Call (BNN TV) 2015-01-28 $32.150

Thinks they will benefit from the government’s push to introduce a 4th wireless contender.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK RMP-T RMP Energy Market Call Tonight (BNN TV) 2015-01-28 $4.010

(A Top Pick Jan 21/14. Down 31.8%.) The company has done everything they said they were going to do. They made their production numbers, ran their balance sheet in a good consistent way and have very profitable wells. Well respected management team. He completely underestimated the full extent of the tumble in oil prices.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT RY-T Royal Bank Market Call Tonight (BNN TV) 2015-01-28 $73.930

Do you think this and other banks are in for a significant tumble, and should they be sold now? Canadians historically have very, very large exposure to debt. It would have to be really, really bad for a significant period of time for the banks to have to cut their dividends. Their payout ratios are fairly reasonable. They continue to be well capitalized from a global perspective. The biggest risk that Canadian banks have is to car loans and small businesses, particularly out West.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2015-01-28 $35.600

With its exposure to the industrial space, especially energy, it is going to have a tough time for a good year or two. If you have owned for a long period of time and have a good cost basis, he would ride it out. These industrial companies are going to be the last ones to bounce the most, when there is a recovery in capital spending, particularly in the energy space. A well-run company and well respected.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT SCR-X The Score Inc. Market Call (BNN TV) 2015-01-28 $0.530

Has done okay and thinks it is going to keep doing well. Loves the management team. They put their own money into the stock and they are delivering. Added a lot of users and are continuing to add users. Believes an analyst report said that 100% of their increase in incremental revenue went right to the bottom line. That is a beautiful platform to create earnings from. Thinks it has a lot of legs. Now they are getting into fantasy sports. If the ever do legalize sports betting, this company is in the sweet spot.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2015-01-28 $2.390

Recently cut their dividend, which should have been done a long time ago. This is one of the companies that have been promising a free lunch of increasing dividends and increasing production. What they have actually done is gone out and bought production and financed it through issuing equity. They held on paying out a dividend longer than they should have. The company is going to survive, but it has really damaged their balance sheet. If you are holding it for yield, you have to be very careful because the dividend could go, but that could be a good thing.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT SLC-X SLYCE Inc. Market Call (BNN TV) 2015-01-28 $0.690

Has a technology that is supposed to recognize images and tell you what they are. A very powerful sales tool if you can get it to work. It didn’t work very well when he tried it, and he doesn’t know if they have improved it or not. Has a pretty big market cap, $80 million, but no revenue. They burned $3 million in their last quarter. If it works, it obviously has tremendous potential. He would be cautious.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT SLF-T Sunlife Financial Market Call (BNN TV) 2015-01-28 $38.440

Manulife (MFC-T) or Sun Life (SLF-T)? Both of these companies pay decent dividends in the 3%-4% range, but the business doesn’t seem to grow very much. They don’t do very well in a low interest rate environment. He would rather do something else with his money. Not his kind of investment.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
TOP PICK SPN-X Snip Interactive Inc Market Call (BNN TV) 2015-01-28 $0.750

Not that liquid, so put in bids but don’t chase it. Look at this in 4 months. They are doing a massive financing, and that is 4 months held paper. In 4 months it comes off restrictions and there will be much more stock available. The company basically helps brands market their goods. For example Kraft (KRFT-Q) could say “Buy catsup and you’ll get free Cool Whip.” Today, you have to cut some UPC code, get your receipt and mail it in. This company makes it a lot easier to do it with your phone. You just take a picture, receipt, UPC code, send it in and they validate it and take care of everything. Way cheaper for the brands, way more out take. Stores, consumers and brands love it. The brands also get data from this. The uplift to the NASDAQ will bring a tremendous amount of interest to this.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK SWK-N Stanley Works, The Market Call Tonight (BNN TV) 2015-01-28 $90.510

(A Top Pick Jan 21/14. Up 14.33%.) Besides being a housing play, they have a security system area, which has been doing quite well. A well-run company. They have been consolidating the tool business globally. Good solid balance sheet. Still likes the story very much.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK SYK-N Stryker Corp. Market Call Tonight (BNN TV) 2015-01-28 $92.750

Joint replacements. A great international growth story. The rising middle class globally will be spending more money on health care, so it is a good longer-term global story. Strong balance sheet. Very high return on equity at around 18%-19% consistently. Growing their dividend at around 25% compounded over the last 3-4 years.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY TKM-T Tekmira Pharmaceuticals Market Call (BNN TV) 2015-01-28 $31.850

They are known for their Ebola treatment but people lost interest in them and the stock started to sell off. They then made a deal, but he wonders if it was made in order to prop up the share price. Wouldn’t Buy the stock here as it is pretty expensive and it is not proven yet.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
HOLD URI-N United Rentals Market Call Tonight (BNN TV) 2015-01-28 $86.260

In many respects this is getting tarred with the Caterpillars (CAT-N) of the world. People are worried about a slowdown. US economy is doing very, very well and he thinks you are going to see an increase in home construction, which should be a positive for this company. There is a perception that this company has a lot to do with the oil/gas business, which is the major problem the company is dealing with. Well-managed and has grown very well in the past. Pretty good balance sheet.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD VCM-T Vecima Networks Inc. Market Call (BNN TV) 2015-01-28 $10.350

This company basically makes cable equipment. A smaller company and very profitable. Thinks they have $50 million in cash. Has is done very well. Fantastic management team. They have some assets that are sellable, but not core to their business, and they’ll probably sell them. Has a little bit of a dividend and a ton of cash. It is more what happens outside their core business that he is interested in. Have some other businesses they are trying to grow and develop, which will eventually be spun out, if they are successful.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT VZ-N Verizon Communications Market Call (BNN TV) 2015-01-28 $46.050

Telecom is always a good business, so you should be fine on this. Decent yield of around 4.5%. You not going to make a lot of money on it, but if you are in for yield, it is fine.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-01-28 $11.230

Thinks they can sustain the current dividend yield. This has been one of the best run, dividend paying gas companies. Just cut their CapX spending again, down to around $200 million. They continue to demonstrate very prudent planning and are being very dynamic in the way they are trying to adjust to a highly volatile environment. Probably one of the better dividend paying oil/gas stocks to have.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT WFC-N Wells Fargo Market Call Tonight (BNN TV) 2015-01-28 $52.160

If he were to buy a US bank, this would be the one he would most likely buy. Very well-run. Has a lot of exposure to the housing market and he thinks the housing market will continue to recover. Has a good yield.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT XLK-N SPDR Technology ETF Market Call Tonight (BNN TV) 2015-01-28 $40.020

Technology is one of the best areas to be focusing on. They have pretty high margins already and the good ones are growing their revenues quickly. Businesses have to invest in technology to remain competitive. With their rapid growth, they seem to be the best positioned to grow their way out of currency headwinds. The good tech companies are the ones that tend to have pricing power.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-01-28 $6.260

A great business, but he thinks they get a lot of their revenue from car sales. Every time somebody buys a car, they get an option to buy X-Sirius. It looks like car sales are kind of slowing down. He would be a little cautious on this.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Why is there such a large market for low yielding bonds of 1% or less? The main answer is liquidity. In GICs, you are locking in your money. What if you need your money in 6 months time?

Joey Mack FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Interest Rates. The drop of interest rates by the Bank of Canada was a complete surprise. Feels it was the right move. With the situation on real estate in Alberta and the job losses, the move was prudent to prime the pump a little bit. It was a little insurance to help release a little more growth. Expects there will be at least one more cut, if not 2, given the way the market is moving right now. We had a pretty big miss on inflation numbers on Friday when that number started to tick down, Bank of Canada’s primary responsibility is maintaining inflation in the 1%-3% range. Thinks employment numbers in January will not be good.

Joey Mack FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Bonds. Global government bond yields are at, or near record lows. However, you don’t want to not be in this market now, because when everything else falls apart, this is the market that is going to perform. From a diversification standpoint and your overall portfolio, you definitely want to have some government fixed income and some long-term bonds to balance out the rest of your returns. It has really been a capital appreciation game for the last several years, and he thinks this can continue. In the long run, he thinks the bond market will beat cash. Compared to Europe and Japan, we can still move quite a bit lower, and still generate some pretty good returns for your portfolio. He is more inclined towards corporate and provincial.

Joey Mack FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

What do “D+18” and “FF” mean in corporate bonds? FF is a “Fixed Floater”, which means you have a fixed coupon for the 1st period, after which you have a floating coupon. A pretty complex security, so this is one where you want to talk to your advisor to make sure you know what you are getting into. In Canada the “Fixed Floater” typically gets called. In Europe and America it is not so much the case. Those Fixed Floaters are subordinate bonds of the financial companies, not senior credits. The D+18 means the issuer can Call that bond at any time. They take the then Canada yield at 18 basis points to generate a new price. Typically the 18 basis points is well below what the bond was issued at. This rarely, rarely happens.

Joey Mack FIXED INCOME UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

3-12 month effects from the recent Bank of Canada rate cut and the European Quantitative Easing on Canadian markets? In his opinion, a lot of the rally in the equity markets has been driven by central bank policies. They have inflated asset prices, and equity markets are one component of that. The European move probably makes Canada look more attractive as a place to invest in. However, Canada is cutting rates because they see sliding growth, which is generally not good for corporate earnings or equities. He doesn’t think rate cuts are going to help drive the TSE further.

Joey Mack FIXED INCOME UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Ontario government bonds? This is probably the credit to Buy right now when you look at what is available. BC, Alberta and Saskatchewan trade at well below what Ontario does. Ontario and Manitoba are the ones that you want to look at right now.

Joey Mack FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Are Strip Bonds a viable investment option? Canada has one of the most well-developed strip bond markets in the world right now. Effectively you are going from an interest bearing instrument to a compounding instrument. For example, you are buying $100 that comes due in 2025, and today you only pay $.70 on the dollar for that. It’s a great way to lock in a rate of return and a great way to compound your interest in a tax-exempt account. You don’t want to do this in a taxable account as even though you are not receiving any interest, you have to pay tax on it every year.

Joey Mack FIXED INCOME UNKNOWN _N/A View
PAST TOP PICK A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

(A Top Pick Feb 24/14. Up 13.17%.) Ville de Montreal 3.5% Sep 1, 2023. This one outstripped what the overall market did. This still looks relatively cheap compared to provincials.

Joey Mack FIXED INCOME UNKNOWN Yes View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-27 $0.020

Rate reset preferreds? The preferred share market is very cheap right now. They really haven’t followed the rally in bonds at all. These are perpetual securities. As much as they have lower interest rates (because a dividend does reset every 5 years), it comes along with some Call risks and a lot of credit risks, because it could remain outstanding forever. They are a good investment, and up to 25% of your fixed income portfolio could be in these. You want to hold them in your taxable portion because of the advantages of the dividend tax credit. Be selective and stay with investment-grade of P2 or better.

Joey Mack FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-27 $0.020

Markets. People were hoping they could finish 2014 with some great holdings and some great returns that they had had for the whole year. The minute the calendar changed, there was a big repositioning amongst a lot of money managers, and this is having a lot of repercussions now. If you look back 30 years at the Canadian market, there were 3 major eras. 1.) There was the whole restock piling of China in the last 7 years and we outperformed the S&P 500 for some period of time. 2.) There was the whole restocking in the 80s as well as some of the postwar periods as well. The commodity cycle was starting to show a lot of weakness about 3 years ago. 3.) This then started showing up in stock prices and in oil, probably in earnest about a year ago. We are now at a point where if oil can consolidate here and give us some breathing room for a little while, we might see a bottoming process here. With the extra drop-down in the Cdn$ after the bank announcement, we are getting an equilibrium here where the question is, do you want to buy a beaten up Canadian infrastructure stock or do you want to convert the currency, hope for some more downside in the Cdn$ and maybe pick up a US bank or a US growth name. This makes it even more confusing for portfolio managers and investors.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-01-27 $0.020

Should I purchase US stocks in US$ or Cdn dollars? He would prefer the US market and a majority of the US names over the Canadian names. Staying in US$ and the US market is still preferable. However, the marginal benefit for the average investor is getting a little long in the tooth.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS _N/A View
BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2015-01-27 $109.140

Half the people think the iWatch is going to be a flop and the other half thinks it is going to be one of those sneaky hits that people just can’t live without. He thinks the stock will trade up because 1) most of the analysts are behind the ball on this and they’ll all raise their targets next week, and he thinks it trades up to $120 in the 1st quarter. The iWatch is coming out in early April, later than everybody expected. A very defensive name to him.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
PAST TOP PICK ATD.A-T Alimentation Couche-Tard (A) Market Call (BNN TV) 2015-01-27 $47.770

(A Top Pick Feb 24/14. Up 9.48%.) Nov 1, 2019, 3.19%. At that time, he was a little nervous about rates rising which is why he went for the 5 years. Also, on a spread basis, he thought it looked pretty attractive.

Joey Mack FIXED INCOME UNKNOWN Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-01-27 $47.600

(A Top Pick Feb 6/14. Up 75.43%.) The Pantry acquisition made a lot of sense. It is amazing to see a Canadian company that is so well regarded globally. He still buys this when new money comes in to his accounts. Not too late to get into it.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT AXP-N American Express Market Call Tonight (BNN TV) 2015-01-27 $82.400

This is not growing at the same massive rate that you are seeing with Visa (V-N) and MasterCard (MA-N). The issue is that they want to keep their service level very high and they want to cater to the elite high end customer, so they really have to walk a fine balance between cutting costs. Their mobile initiatives are excellent. They are also doing Optblue, going after the small merchants, which could be very large. Valuation is pretty attractive versus its 2 rivals. Owning all 3 would not be a bad play either.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
PAST TOP PICK BA-N Boeing Market Call Tonight (BNN TV) 2015-01-27 $132.480

(A Top Pick Feb 6/14. Up 10.54%.) They capitalized a lot of the costs in building the 787’s, and now they are delivering them. The backlog goes out years. The cash flow will be astounding. They are going to have to do something with that cash and he imagines that it will be returned to the shareholders through buybacks or an increase in the dividends. This is an absolutely phenomenal core holding to have.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-01-27 $2.790

This has been really frustrating for a lot of Canadian investors. They have just come up with a pretty major announcement on shelving their project and laying off people. Wait until it starts to turn up before thinking about buying.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
DON'T BUY BBD.PR.C-T Bombardier Inc Market Call (BNN TV) 2015-01-27 $17.270

What are the chances of the dividend being cut? They are cumulative, so does this is help the situation? Because they are preferred, the company cannot just cut dividends. These shares have to be paid 1st and then the common shares afterwards. The fact that they are accumulative is also positive. They don’t have to pay you a dividend in a quarter, but if they don’t they still owe you the money and it accumulates over time. The risk is what if this company defaults, which could very well happen with this company? It is currently well into junk territory.

Joey Mack FIXED INCOME UNKNOWN No View
BUY BLK-N Blackrock Inc. Market Call Tonight (BNN TV) 2015-01-27 $351.480

Doesn’t follow this closely, but would be absolutely happy to continue holding if he did own it. He continues to like their iShares ownership franchise. He wouldn’t be afraid to pick it up here and hold for a while.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
TOP PICK CBI-N Chicago Bridge & Iron Co. Market Call Tonight (BNN TV) 2015-01-27 $39.000

He gives this with a strong advisory to keep your position very small as an initial position. Shares sold off 55% since its highs. Most of the Street is readjusting down on it. He thinks it has been discounted down to a much more onerous scenario than what might play out. Most of their business is from the downstream liquefied gas. The riskier part is not a big a part of their business. Yield of .72%. Only take a 1% position in this and make sure you have a stop in it.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2015-01-27 $45.610

Very well-managed. They are doing a lot of initiatives in the VIP theatres, a lot of things with their Scene card, loyalty programs. Recently announced the new Wreckroom concept. They are going to succeed.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Unknown View
HOLD CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-01-27 $85.160

This is still his preferred rail name. If you pay too much attention to the research, it will tell you it is overvalued and you get nervous. He has just kind of put this thing away, and his Stop will tell him when he is getting into the Yellow zone.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT CSU-T Constellation Software Inc. Market Call Tonight (BNN TV) 2015-01-27 $365.630

This is a growth by acquisition. There is going to come a point where there is compression in the earnings, but the whole sector is not experiencing this right now. The whole sector’s in a bull market and it is going to stay there.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
HOLD FFH-T Fairfax Financial Market Call (BNN TV) 2015-01-27 $664.090

2021 bond paying 6.4% per annum. Fairfax is one of those unique credits in the bond market. It is BBB, so it is still an investment great company. This is a great one to look at. It has had a pretty good run, but offers a pretty decent little spread over Canada bonds right now.

Joey Mack FIXED INCOME UNKNOWN Unknown View
COMMENT FIE-T iShares Cdn Financial Monthly Income ETF Market Call (BNN TV) 2015-01-27 $7.040

These iShares basically take all the dividends, repayments, etc., so the yields can get quite high. Pretty much a flow through. This gives you all of the big banks and the big insurers in Canada along with bonds and preferred shares. It is kind of a funny blend and not one he would recommend.

Joey Mack FIXED INCOME UNKNOWN No View
DON'T BUY FXF-N CurrencyShare Swiss Franc Market Call Tonight (BNN TV) 2015-01-27 $108.260

There is a school of thought that the Swiss are being brutally honest and getting ahead of the game by un-pegging the franc from the euro. This whole central banking coordination is getting very long in the tooth and getting very fragile. Why would you want to bother playing something that has some of the moving parts that are completely out of your control? He would just want to avoid this space.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
TOP PICK FXM.A-T First Asset MorniingStar Canada Value Market Call Tonight (BNN TV) 2015-01-27 $14.320

2 things are facing the average investor. Do want to take that marginal dollar and convert it into US to buy what he thinks is still a very dynamic market. This ETF is based on the MorningStar CPM system, which is well-known with the Bay Street crowd. It is a quant series of factors that looks for valuation and analysts’ upgrades, and narrows it down to 30 stocks. It is 7% in energy where the TSX is 22%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2015-01-27 $46.920

Doing very well and executing in all areas. A major benefit to them is there international business. Only around 20% of their revenue is from Canada, so you are getting a really good clip on the currency. They continue to have a very big business relationship with Bell Canada (BCE-T).

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-01-27 $20.440

This is under a lot of pressure. The interest rate scenario is obviously not positive for insurance companies. The CEO wants to get the company up to $4 billion in core revenue, and right now they are at about $3 billion. They are going to need a lot of things to go right in order to get the last billion dollars squeezed out. He is right on the edge about being nervous in owning this name. 50% of their revenues are coming in from abroad including the US and Asia. They need a better market and they need rates to go up for them to do much better from here.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS Yes View
COMMENT QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2015-01-27 $71.770

He doesn’t like to own a name where there are all kinds of exogenous factors that he can’t control. When he heard that China was taking this company to task, it looked like it was going to be a bit of a question mark for a while. Also, it hadn’t moved for quite a while. The most recent issue is that Samsung is not going to use their chipset, but Apple is. Because of this, there will be a tug-of-war.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs CAUTIOUS No View
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