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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
  
TOP PICK PNE-X Pine Cliff Energy Market Call (BNN TV) 2014-08-27 $2.010

This company buys assets that are out of favour. Made a number of inexpensive acquisitions in just the last little while and they have been cash flow positive. Their producing properties have a very low decline rate with strong cash flow. Did two big acquisitions in the last 3 months and their pipeline is busier than ever. Strong balance sheet with a strong cash flow to pay down debt.

Bruce Campbell (2) CANADIAN BULLISH Yes View
TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2014-08-27 $49.610

Reported earnings recently and beat the average consensus by 10%. It is in the right space of energy infrastructure. A quasi-utility. Expecting distributions to rise through 2015. Have $5 billion in secured growth and another $2 million that is expected. Dividend yield of 3.51%.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Yes View
TOP PICK PRW-T Petrowest Corp Market Call (BNN TV) 2014-08-27 $1.290

This is really in the hub of the whole LNG oil service, and also the Site C dam project in BC. Management has advised that if they have a part of the Site C project, it would double their business. They provide construction services to the oil patch and have the largest fleet of Yellow Iron, large Caterpillar trucks, graders, etc. Pretty much at full capacity right now and have just made a couple of more acquisitions in the last week. Did a capital raise that was in such demand that it was 2X oversubscribed. Q2 results were slightly ahead of expectations and Q3 should blowout the quarter.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SAP-T Saputo Inc. Market Call (BNN TV) 2014-08-27 $66.190

Great management. They are a premium brand in North America now, so could end up as a takeover target.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT SGY-T Surge Energy Inc Market Call (BNN TV) 2014-08-27 $8.520

This could be a takeover candidate at some time. This is not imminent so he is not looking for it. Expects they will continue to grow out their production and when they get to a certain size, that’s when they will sell. He is seeing a ton of insider buying on this, so even at current prices management continues to Buy. That’s always a good sign.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
COMMENT SIO-X Sensio Technologies Inc. Market Call (BNN TV) 2014-08-27 $0.260

Loves this one and thinks there is a tremendous amount of growth ahead. The latest news was that they signed this agreement with LG, one of the largest TV manufacturers globally. Haven’t seen the rollout yet, but expect it will occur this fall. LG is going to be marketing their 3-D TVs, specifically using the 3-D Go app that Sensio will provide. Around Christmas, you are going to see a lot of promotion by LG and it will be specifically around Sensio. This will drive numbers and app users and will really start to drive the uplift in their revenue. They also have a deal with Wi-Lan (WIN-T) who will do their patent protection, so wouldn’t be surprised to start to see some revenues from the patent side in the next 2 or 3 quarters.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
WAIT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-08-27 $44.190

Has sold all of his energy holdings. Energy has 2 seasons. The 1st run ends in May followed by a 2nd run starting in late July. His holdings ran right through the weak period and he started to reduce in early July. He is now currently looking as to when to get back into the energy sector. Thinks there will be an opportunity between now and late September.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS No View
HOLD SVY-T Savanna Energy Services Market Call (BNN TV) 2014-08-27 $7.950

Doesn’t follow this one super close. There is so much activity in the North American energy sector that probably a rising tide is going to lift all boats. He likes a number of names in this sector. 4.5% dividend yield.

Bruce Campbell (2) CANADIAN BULLISH No View
HOLD TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-08-27 $57.820

Reporting tomorrow. Chart shows a nice little trendline, and the moving averages are all in the right order. MACD is a little bit high, but in the past, it hasn’t led to anything significant.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Yes View
HOLD TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-08-27 $54.490

You cannot argue at all with what Mike Rose has done. They continue to do fantastic things. He is a serial entrepreneur in this space and will probably continue to do it. Thinks it goes higher and eventually gets taken out.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2014-08-27 $126.700

The outlook on this is very murky. Their underlying business is fantastic. The potential merger with Allergan (AGN-N) has so many crosscurrents with the trading going on, it is really hard to get a handle on where the stock goes in the short term. If there is some finalization with this, he will probably look at investing in it again.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK XGD-T iShares S&P/TSX Global Gold Market Call Tonight (BNN TV) 2014-08-27 $12.300

When you are concerned about the big differences between the best people that can execute or a wildcard coming out of the blue, you’re better off buying a basket. Chart is showing higher lows. Chart indicates that there could be a little bit of downside. Looking for a bit of resistance above $13.40, but if it gets above that, he would be inclined to add to that significantly.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Yes View
DON'T BUY YHOO-Q Yahoo! Market Call Tonight (BNN TV) 2014-08-27 $38.180

Chart shows a long basing pattern followed by a slow rising trend. There is a little bit of resistance around $40. Until it breaks over $40 or down through the lower trendline of about $33, you are in no man’s land. Indicators are not necessarily telling us that we should be grabbing this one.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Unknown View
COMMENT YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2014-08-27 $9.010

We are in a strong seasonality part of the year for gold. It peaks in October. Thinks the risk/reward is really good. Stock had a bottom in May-June, followed by a nice uptrend. Was bumping into the 200 day back in August. It is now hugging the 50 day. Relative strength is right in the middle of the band and the MACD is just turning down, but close to the zero line. If it breaks that zero line, you get a bit of fall through and he would say the gold thesis is over. Risk/reward for gold is really good. (See Top Picks.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-26 $0.020

Contrarian Investing. Seasonality is very important to him. He does most of his buying in November and December during tax loss season. From March through to that point, it is very rarely that he Buys stocks. In November and December, it is very rare that he sells winners, because he wants to defer taxes. He is also looking at individual stocks and what they do over the course of a year. A lot of stocks have cycles, which can help with buying and selling. It’s an interesting time of the year because he used to call more CEOs and CFOs in August, and found a lot of them were away from their desks, often for a number of weeks. He now answers his calls and emails, but is not at his desk quite as often at this time of the year.

Benj Gallander CONTRARIAN INVESTING UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-26 $0.020

Medical marijuana? This is a tremendous growth industry and has gathered a lot of momentum. It wouldn’t surprise him to see some companies in the gold sphere, become medical marijuana companies. If they do, he would be very wary of those companies. People who constantly change sectors, often don’t know about the other sector and are just chasing the money, usually for themselves.

Benj Gallander CONTRARIAN INVESTING UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-26 $0.020

Markets. In this environment, it would be prudent to engage in some profit taking. We have had several years now of market gains. You never really make money in the stock market, until you actually sell it. In some cases, where he really likes and admires a company, and thinks it could continue to do well, he is just taking partial positions off. It is getting more and more difficult to find stocks that you consider to be outstanding value for the long term. He is trimming more in respect to weightings. Tries to run fairly concentrated portfolios, and typically has anywhere between 20 and 30 equity positions at any point in time. An average weighting for him would be 5%-6% depending on the risk profile of each portfolio.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
BUY AD-T Alaris Royalty Market Call Tonight (BNN TV) 2014-08-26 $33.290

Thinks management is executing their formula in an extremely efficient manner. They act like a private equity firm, without really being private equity. They tend to buy into private businesses that are well run and have good long-term track records. Where management wants to keep control of their business, they will construct a preferred instrument that will return to them and participate in growth in the company, but won’t convert into real equity if things really go off the rails. Have been expanding more and more into the US. Thinks they have a great future. He wouldn’t be surprised if many people try to copy this formula. Yield of 4.5%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2014-08-26 $103.370

(A Top Pick Sept 4/13. Up 19.88%.) Still likes this. He is generally a buyer of this when it is under $100. Likes its wholesale and retail diversification within the agriculture industry. Well-managed and geographically diversified.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK AJX-T AgJunction Inc Market Call (BNN TV) 2014-08-26 $0.730

(A Top Pick Aug 12/13. Down 27.27%.) Not dealing well with the slowdown in the agricultural sector. Revenues went down to 37% over the past year. New management has been very transparent. His Initial Sell Target is $3.49. Even with the drop in revenues, they only lost about $600,000 because they cut a lot of workers from about 270 to 170. They are very, very diligent on expenses.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT APT-A Alpha Pro Tech Market Call (BNN TV) 2014-08-26 $2.730

This is in 2 fields. One is building supplies, which is doing fairly well in the US. They also do protective gear in the health sector field.At the time of H1N1 and SARS, this stock skyrocketed. The company has zero debt and money in the bank. A few years ago they had about 23 million shares outstanding and are now down to 18 million. They could double or triple from this level.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Unknown View
DON'T BUY ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-08-26 $31.870

This has been an amazing story. Well run. They’ve expanded their footprint in North America and there is talk of them expanding in Europe. Like a lot of growth stories, you are paying for a lot of growth in the stock. As long as they can continue to execute the way they have, and the economy holds up, it will continue to do all right, but thinks we have seen a lot of the capital appreciation already built-in to its price.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
HOLD BB-T BlackBerry Market Call (BNN TV) 2014-08-26 $11.010

The key in this case is the horse and the jockey. He likes John Cheng, who has a good track record. This is going to be a long haul. There are very few companies that have more noise about them. His Initial Sell Target price is close to $18. If they start to really turn around, he can see the company going far further than $18. They still have lots of difficulties. Management have announced the end of layoffs and are now looking at potentially hiring. That is a major curve in the cycle for him, so he is happy to hold it. When a company like this turns, it can turn fast and can really rocket.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2014-08-26 $3.810

Sold his holdings. Decided to get out because of the C Series. Delays plus the debt load had him scared. Have overpromised and underdelivered on the C series. He questions whether they will get it up as they say they will. They are a leader in aviation trains. Expects they will have tremendous support from the Canadian government going forward.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2014-08-26 $82.160

Has always had a high yield compared to the rest of the group.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
HOLD BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-08-26 $72.450

This is one of his larger bank holdings. The one reason to hold this is because of its international diversification. There may be worries about some pockets in South America, but they are also in some very good areas. He was not disappointed with their earnings. Trading at about 2X BV. 3.6% dividend yield. Not a bad place to be.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
HOLD BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-08-26 $8.470

Sold half his position after a double. An activist investor wanted to see changes in the company as they were not happy with how things were going. However, to him the management has done a tremendous job since they came in. The stock price has moved up quite a bit. The company was having an awful lot of difficulties before that. There are good activist investors, and there are some that he highly questions. In almost every case when an activist comes in, the stock price goes up, as happened in this case. Can see this going to double digits.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
PAST TOP PICK CASH CASH Market Call (BNN TV) 2014-08-26 $0.010

(A Top Pick Aug 12/13.) He has a tremendous amount of cash on the sidelines, as opportunities present themselves. Would love to deploy more of the cash as he is not getting much return on it.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
PAST TOP PICK CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2014-08-26 $104.760

(A Top Pick Sept 4/13. Up 33.46%.) Hasn’t reduced his holdings yet, but is certainly looking at it. When he bought it, it was the bank with the strongest capital position and the highest ROE, selling at a significant discount to the others. It is no longer such a bargain as it is trading at 2.5X. Yield is still fairly strong. Not as compelling a story as it once was. 3.8% dividend yield.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
SELL CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-08-26 $219.000

Bailed out of the railroad stocks quite a while ago. This has risen on the basis of coming out of an operating ratio in the 70s, and is now down to the mid-60s. Comparing it to the much larger and more established Canadian National (CNR-T), you are paying much higher multiples for one that is being fixed, rather than the one that has worked all along.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK CSE-T Capstone Infrastructure Market Call (BNN TV) 2014-08-26 $4.440

Bought this because he thought they would come to an agreement with the Ontario power Authority for their Cardinal cogeneration plant. They got a 20 year agreement, but he still doesn’t know how good it is. It is going to hinder their cash flow. Payout ratio is about 60%, and because of the cash flow drop, it could go over 100%. Increasing things in their Bristol water plant in the UK which is developing well. Management is becoming smarter over time. There are companies being taken over in this field right now and infrastructure is reasonably hot. Initial Sell Target is $8.74. Dividend yield of 6.77%.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
DON'T BUY CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2014-08-26 $112.540

Can you see non-voting shares combining with the voting shares? People have talked for years about this company’s various class of shares disappearing or merging. He doesn’t see this happening in the near future. This was a battle that was fought in the 1980s. The company has done a remarkable job at surfacing value over the last while, particularly in the recent quarter where we just came out of a seasonally bad winter. Once that was over, there was a surge in demand. So far, they have been pretty adept at positioning itself within the Canadian merchandising market. Finds it a little bit expensive here. Earnings are forecast to go from around $7 to about $7.50. Doesn’t think there is a lot of value right now.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2014-08-26 $34.010

We are going to see them going from about 270,000 barrels a day to over 300,000 in the next couple of years. They have a target of over 500,000 in 2020-2021. The growth profile is never guaranteed, but they have already identified projects where this could come to light. They have not really participated with the other oil companies in the energy boom. He sees earnings going well over $2-$2.20 in the next year or two. Yield of 3.13%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT DHX-T DHX Media Market Call (BNN TV) 2014-08-26 $7.450

This is too expensive for him now. They have had a lot of changes and have taken over another company, perhaps two.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
DON'T BUY DRYS-Q Dryships Market Call (BNN TV) 2014-08-26 $3.320

This is a sector that is dramatically out of favour. He keeps looking at them, and then he looks at the debt loads, the debt load on almost every one of these companies is horrible. A lot of them have also been listed for less than 10 years. So he wouldn’t buy because of those reasons. This one really doesn’t appeal to him.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT FB-Q Facebook Market Call (BNN TV) 2014-08-26 $75.960

Whenever he buys a stock, he always chooses an initial Sell target. That grounds him from the get-go. This company did very much what he expected when they IPO’d a few years ago. In the majority of the cases, a year later, the stock is down in value. This is a leader in its field. He doesn’t follow this company, but does like leaders.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT FLEX-Q Flextronic International Market Call (BNN TV) 2014-08-26 $11.000

Thinks this has a lot of upside. Very, very diversified. Into software, hardware and aeronautics. A tremendous company. The balance sheet is very reasonable. Revenues have been going up. Recently instituted a dividend, and when a company does this, usually for the next few years that company does better than the stock markets. His target price is $18+.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2014-08-26 $33.180

They completed the acquisition of UTS in the US ahead of schedule. This is a real company changing acquisition. Has increased the size of the company. Feels that people are not really seeing how substantial this is going to be over the next couple of years. Expects earnings to go through the $2 level for the next few years. Dividend yield of 3.86%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK HMY-N Harmony Gold Mining Co Ltd Market Call (BNN TV) 2014-08-26 $2.960

Based in South Africa where there are a lot of problems. There is a union that is very, very difficult, and which is looking at targeting the gold sector. This company has had a few deaths at their mines, which does not bode well. Also, gold prices have certainly hurt them. He really likes the management, which is very conservative. Eliminated the dividend, but when things get better, the dividend will get back in place. Recently showed a loss because they took a write-down on one mine. There would have been a slight profit if they had not done that. This pick is very contrarian from both a geographic perspective and the price of gold. His Initial Sell Target is $16.14.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
HOLD IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2014-08-26 $36.010

We have been seeing good news coming from this company lately. Phase 1 of Polaris has now been completed and they are going into phase 2, and will soon reach the Edmonton hub. They have potential for more infrastructure building over the next few years. Expects they will expand more in mid-Saskatchewan. Have become less commodity sensitive and more and more of their revenues are far more stable than they were. Dividend yield of 3.6%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT ITI-A Iteris Inc Market Call (BNN TV) 2014-08-26 $1.749

Doesn’t think the recent fall in price is serious. They discovered accounting irregularities, which can be very, very serious. Haven’t filed their financial statements. Changed accountants which seemed to create some difficulties. Have been given a Stay from the NYSC market, and have written a letter of compliance. They should be back up to date by the middle of October. His Initial Sell Target price is over $3. A great company. They have money in the bank and zero debt. Insiders own a whack of the company. This company is in traffic flow, and traffic flow is very much needed.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
HOLD MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-08-26 $123.890

We have been on a really good rebound in the automotive industry over the last few years. The shares have generally reflected this, but given his current concerns about the ability of these markets to continue, he is not sure that the automotive market will remain as strong as it has been.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT MRE-T Martinrea Market Call Tonight (BNN TV) 2014-08-26 $14.540

When looking at the production mixes over the last several quarters, he has been more in favour of Magna (MG-T) and Linamar (LNR-T) as opposed to this company’s exposure. He would rather be in one of those instead.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT NBG-N National Bank of Greece SA Market Call (BNN TV) 2014-08-26 $3.580

This is on his Watchlist. He finds it is a very, very intriguing situation. This is a leader in Greece. They are still having a lot of problems in Greece. It would hurt their national pride if anything happened to this bank.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT NIF.UN-T Noranda Income Fund Market Call (BNN TV) 2014-08-26 $5.540

Looking at this right now. An absolutely tremendous payout. He doesn’t know the company well enough to Buy into it, but he loves dividends. This company is giving money back all the time. 9% dividend yield.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
PAST TOP PICK ORAN-N Orange SA Market Call (BNN TV) 2014-08-26 $15.120

(A Top Pick Aug 12/13. Up 60.86%.) He keeps riding this one higher. His Initial Sell Target is around $28. Revenues went down about 4% last quarter. Income has gone down, but they are still making money. There is a lot more competition in their space. France is the #1 market, but they are also in Spain and a number of other countries. Cut their dividend this year, and the stock price went up. He still sees a lot of upside.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
DON'T BUY RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2014-08-26 $44.090

They seem to be undergoing a fairly major strategic review. For a long time this was a very steady cable company, but are now facing competition in all kinds of areas. They are pretty much dedicated to coaxial cable and seem to be losing market share to other means of delivery. They look like they are going much more towards buying entertainment/content. People are going to continue to pay for content, but with all the streaming services that are coming out, there is much more competition. He really worries about the long-term outlook for these capital intensive companies.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT SCU-T The Second Cup Ltd Market Call (BNN TV) 2014-08-26 $3.410

A company like this could come down towards the end of the year when there is tax loss selling. When they eliminated the dividend, he put it on his watch list. When he discovers a company, he does not buy into it for at least 6 months. When you see a takeover in the field, for example Tim Horton’s (THI-T) sometimes that means other takeovers in the field might follow. This one has started to mount his interests.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
TOP PICK SOX-T Stuart Olson Inc Market Call Tonight (BNN TV) 2014-08-26 $10.200

A number of years ago they acquired a company that had a number of fixed price contracts that really went over budget and punished the company. Those are finally being worked through and are now sitting with a record backlog. As that backlog develops, he expects the margins are going to go up. Thinks we can see significant appreciation on this. Dividend yield of 4.71%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
SPECULATIVE BUY SPP-X Spot Coffee Market Call (BNN TV) 2014-08-26 $0.050

This is very much a penny play. Coffee is an incredible space with huge mark-ups, but as we can see, closer to home, Second Cup (SCU-T) is looking to retrench and eliminate their dividend. Wouldn’t throw his mortgage money at it, but for somebody who wanted to speculate, it could be worthwhile. It could also disappear quickly.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
PAST TOP PICK SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-08-26 $44.160

(A Top Pick Sept 4/13. Up 25.39%.) Lately stocks have held up quite a bit better than the commodity price of oil. Selling for a reasonable multiple at 1.5X BV. Trading at about 11X next year’s earnings. 2.5% dividend yield. A well diversified play on the energy industry.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
DON'T BUY TD-T Toronto Dominion Market Call (BNN TV) 2014-08-26 $57.580

Bank stocks could go higher if they decide to have stock splits. They have been increasing dividends. Every 10-15 years, even Canadian banks seem to have an implosion. He would not be buying into Canadian banks at this point in time. Prefers the US banks.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Unknown View
DON'T BUY TKM-T Tekmira Pharmaceuticals Market Call (BNN TV) 2014-08-26 $20.930

A play on ebola could have a nice kick up now, but looking at the financials, they have lost money in 8 out of the last 10 years. This does not bode well. Also, they are not at all close to getting the product into the market. The testing for their product was actually for another product, so they are going to have to have a certain amount of latitude in getting it out. He would prefer Alpha Pro Tech (APT-A).

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT TRI-T Thomson Reuters Corp Market Call Tonight (BNN TV) 2014-08-26 $41.240

Beginning to see some margin expansion. The recent quarter wasn’t so much about revenues being ahead, but that the earnings themselves were expanding. We are seeing good cost control and some sales growth in the financial and risk area. Legal area still tends to do very well. We are finally seeing the ROE expanding along with the margins. We could see a few more dollars in this. He would be looking at taking some profits at around $44-$45.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
HOLD TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2014-08-26 $57.650

A lot of people have been waiting for the KXL pipeline decision to come down. Thinks there will be a lot of rumours about Kinder Morgan (KMP-N) taking the company over. You should never buy a company on the basis that it might possibly be a takeover candidate, but on the basis of it being undervalued and a good business. This company has gone quite a ways up, and is now selling at around 25X earnings, 2.5X BV. Has a yield over 3%, but is not at a level where he would be comfortable buying it today. Somewhere around $50 would be a more comfortable point.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-08-25 $0.020

Silver.  What gets gold going gets silver going.  We need inflation.  Deflation is the bigger risk to the economic story for the next couple of years.  We need Gold above $1500 and inflation in order to get another up-trend.  If we get a washout in the next month or two it could be a great buying opportunity.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-08-25 $0.020

Educational Segment.  Financial Literacy.  Are you a smart consumer of financial media?  The government wants to strengthen the skills of Canadians in financial matters.  You can get ideas from TV, but you must do your own research.  You need to have a plan as to when to get out.  65+ year olds’ bankruptcies have increased 600% over the last 20 years.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-25 $0.020

Markets.  We had a bit of a sell off over the last couple of weeks.  In Ontario, there has not been a day over 30 degrees in all of July and August.  Usually Aug, Sept, and Oct are not terrific for energy stocks.  He increased his cash weighting to 32%.  Nat gas has fallen, but stocks that have been pounded in some cases do not get so much revenue from gas, but rather from oil.  There are still opportunities although the easy money has been made this year.

Eric Nuttall OIL & GAS SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-25 $0.020

Markets. September and October is a very difficult time some times. The record for a consistent decline during those few months is spotty at best. You have to be aware that it is out there, but who knows if it is going to hit. If it does, it will be for geopolitical reasons, specifically the Ukraine, and perhaps to a lesser extent what is going on in Iraq and the Palestinian/Israeli conflict. This could derail on a very short-term basis. Looking out 2-3 years, the US economy is going to finally get back to a more normal state of affairs. At that point, you might be pleasantly surprised by corporate revenues, corporate profits and perhaps P/E ratio expansion. A chart showing Forward P/E Ratios from 1977 to the current time had an average of 13.70, and as of last Friday we were 15.2X Forward Earnings on the S&P 500. Above the average, but not outrageously so. The most optimistic outlook for the PE ratio is 15. If it got up to 18 in today’s environment, he would be a Seller. Unless there is a cut off of oil from the Middle East, we’ll probably follow the US.

Peter Brieger NORTH AMERICAN - LARGE BULLISH _N/A View
PAST TOP PICK ARX-T Arc Resources Ltd Market Call (BNN TV) 2014-08-25 $31.630

(Top Pick Aug 19/13, Up 28.74%) A perennial sleep at night Nat gas stocks.  It always trades at a premium.  The dividend is very sustainable.

Eric Nuttall OIL & GAS SELECTIVE No View
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