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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
  
TOP PICK SCR-X The Score Inc. Market Call Tonight (BNN TV) 2014-10-17 $0.350

The application for the phone is just so slick.  People also check the app for movement in the odds.  Their growth is accelerating.  Up 151% year over year.  They are just getting to the point where the size of audience is starting to kick in to attract very big advertisers.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
TOP PICK SPE-T Spartan Energy Corp Market Call (BNN TV) 2014-10-17 $3.180

Best prospects of any North American oil company.  This is part of a flight to quality.  They have so little debt.  They have a seven year inventory of wells.  There is a possibility they could be a full year ahead of their production success. Can grow cash flow at 29%.  They could massively surprise to the upside if the remainder of their drilling program come in as expected.  Strong balance sheet.

Eric Nuttall OIL & GAS BULLISH on OIL Yes View
SELL SPP-X Spot Coffee Market Call Tonight (BNN TV) 2014-10-17 $0.040

Very speculative.  They changed to a franchise model.  Now they are just in upstate New York and Pennsylvania.  They are having some success here.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Unknown View
SELL SVC-T Sandvine Corp. Market Call Tonight (BNN TV) 2014-10-17 $2.790

He sold back in the early summer when the FCC opened comments for net neutrality rules.  The opinions coming back were quite negative for SVC-T.  They would address the case where carriers would want to identify certain packets and give them a higher priority, e.g. Netflix, where they would cut a deal with them.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN No View
WAIT SY-X Symbility Solutions Market Call Tonight (BNN TV) 2014-10-17 $0.290

He sold at the end of last year when they lost their biggest customer.  That customer has an agreement to the end of the year and following that the stock may drop to levels where one should get in.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Unknown View
HOLD TBE-T Twin Butte Energy Market Call (BNN TV) 2014-10-17 $1.530

Management ran into sharp objects last year.  They then had decline rate issues. The dividend is safe.  Collect the 13% yield and wait for it to go back up.

Eric Nuttall OIL & GAS BULLISH on OIL Unknown View
HOLD TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2014-10-17 $7.500

Sold it from his funds yesterday and today.  There is nothing specific about the company.  There is going to slack in the drilling and pressure pumping businesses.  The balance sheet is fine, but the trade is dead at this time.

Eric Nuttall OIL & GAS BULLISH on OIL Unknown View
DON'T BUY TKM-T Tekmira Pharmaceuticals Market Call Tonight (BNN TV) 2014-10-17 $24.600

It is up a lot, but it is just so speculative.  It is not his cup of tea.  If the outbreak of Ebola starts to come under control, then this stock should decline back down.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Unknown View
TOP PICK TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2014-10-17 $11.500

(Top Pick Sep 25/13, Up 46.03%) He bought last week. Nothing has changed fundamentally except for the recent correction.  This is the one in the list of most safe.  Clean balance sheet and plenty of plays.  Management team owns a lot of the company and can surprise to the upside.  They have not bought a lot of other assets. but if share price goes up they could do some wildly accretive acquisitions.  A light oil name.  Was buying two to three days ago.

Eric Nuttall OIL & GAS BULLISH on OIL Yes View
HOLD TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-10-17 $46.010

Sold a week ago, but nothing to do with the company, but taking a bear position in natural gas.  Prefers Seven Generations.  Hold if you are bullish on Nat Gas.

Eric Nuttall OIL & GAS BULLISH on OIL No View
SELL TPH-T Temple Hotels Market Call Tonight (BNN TV) 2014-10-17 $4.520

The stock really got creamed.  He is short this one.  Once projects start to slow in the oil sands, the need for the accommodations declines.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
HOLD VCM-T Vecima Networks Inc. Market Call Tonight (BNN TV) 2014-10-17 $7.800

Sell networking equipment.  The core business has not been great this year, but they are unlocking value with hidden assets like real estate and some wireless spectrum that they are selling off.  It is not expensive.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN Yes View
DON'T BUY VGO-X Vogogo Inc. Market Call Tonight (BNN TV) 2014-10-17 $3.020

A compliance platform for bit coin processing.  He sold.  It is the only bit coin play that is publicly traded and so the valuation is way ahead of the fundamentals.  He is skeptical of the concept.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP UNKNOWN No View
TOP PICK WCP-T Whitecap Resources Market Call (BNN TV) 2014-10-17 $14.890

Will see some early money.  Dividend is one of the most sustainable dividends.  At $80 oil can grow production by 15%.  Their balance sheet is very under levered.  They have low decline.  They can bring on production very efficiently.  CEO and directors are buying stock actively.

$22-$23 Eric Nuttall OIL & GAS BULLISH on OIL Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-16 $0.020

Markets.  REITs have held up well in this market downturn.  The 10 year bond in the US fell 60-70% this year when people thought it would go up.  REIT fundamentals continue to be strong: above average free cash flow growth from occupancy increases, rent increases, interest savings on refinancing, acquisitions and development.  We saw a number of things that derailed global growth projections.  The US recovery will remain, but it will be a slow recovery.  We have an environment right now where the economy is improving, but rates are not rising.  Occupancy increases don’t happen overnight.

Michael Missaghie REIT's OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-16 $0.020

Markets. Seeing 10% declines on the TSX was a bit of a surprise. The S&P didn’t quite get to the 10% mark. October is often a month characterized by market declines, but also characterized by market reversals as well, so we may see that this month. We have an alphabet soup of different problems. We have Ebola, China, Europe, Isis, the Fed, etc. There are a lot of issues, a lot of concerns, a lot of problems and worries in the market, but when something starts to go right, the market starts to reverse upward. If you look at the fundamentals, the economy globally and the US are still moving forward. There are some question marks as to whether we are seeing some stalling in Europe and in China, but it is still moving forward. The bull market is still alive. You want to take advantage of these opportunities, and use any cash that you have built up, and put it back to work.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2014-10-16 $96.260

Trading at about 15X near market valuations, but better than the market growth rate. Still a pretty good name. Trading at under 1.0 PEG ratio, which is pretty cheap. Thinks the valuations are getting more normalized at this point.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
DON'T BUY ACC-T Amica Mature Lifestyles Market Call (BNN TV) 2014-10-16 $6.940

Seniors housing.  Leverage is seen as too high by the street (65%).  Payout is safe at around 85%.  They have to deal with the leverage.

Michael Missaghie REIT's OPTIMISTIC Unknown View
DON'T BUY AGU-T Agrium Market Call Tonight (BNN TV) 2014-10-16 $93.990

He is pretty neutral on this particular space. Thinks the US farmer is quite mature at this point, in terms of their spending patterns. We have seen earnings estimates fall a bit and level off somewhat. He would look at other sectors.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
BUY AMH-N American Homes 4 Rent Market Call (BNN TV) 2014-10-16 $16.760

Largest single family home rental owner in the US.  Assets across the country.  They have an operating platform to manage single family rental homes and he likes it for this reason.  Thinks you will see consolidation over the next few years.

Michael Missaghie REIT's OPTIMISTIC Unknown View
TOP PICK AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2014-10-16 $15.130

Large proportion (20%) of their assets are in the US and the rest in the four western Canadian provinces.  Took advantage of very open capital markets to grow its portfolio on the asset side accretively.  They brought down the payout ratio and the leverage.  The distribution is over 7%.  Thinks the NAV is approximately $17.

Michael Missaghie REIT's OPTIMISTIC Yes View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-10-16 $16.080

He likes the US financials in general and he likes this bank. Has been focusing more closely on some of the US regional banks such as Wells Fargo (WFC-N). He doesn’t know if he has a favourite, but you might want to start watching out for some of the multinational names because of the US$ advancing so much.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
PAST TOP PICK BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-10-16 $65.860

(A Top Pick October 17/13. Up 12.5%.) This gives you a 4% yield with a growing dividend profile. More international than the other Canadian banks. Long-term he expects you will see a ton of growth from those areas.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
DON'T BUY BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2014-10-16 $23.800

Real estate arm for Brookfield asset family.  Office properties.  It continues to trade at a discount.  They are trying to make it their global real estate entity and to diversify the portfolio.  He used to own it, but exited as it went up.  Prefers BAM-T.

Michael Missaghie REIT's OPTIMISTIC No View
BUY BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-10-16 $35.270

Baytex Energy (BTE-T) or Suncor (SU-T)? Certainly 2 very different names. This one gives you an 8% yield while you don’t get that at Suncor. For yield hunters, this is one that he would look at. He actually likes and owns both names, and they are both fine. You are probably getting a little bit more leverage in terms of the movement in oil price relative to the stock price with this, where Suncor might be a little bit steadier being in the oil Sands space.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
BUY CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-10-16 $37.570

This stock was definitely oversold. The dominant name in Western Canada with additional operations in the North sea and Africa. Extremely well managed. Solid property and good acquisitions. Low cost of production. Cash flow is the key for this company. He would own this for the long-term. 2.7% dividend that will grow.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-10-16 $71.900

Likes both Canadian National (CNR-T) and Canadian Pacific (CP-T), but prefers CP a little better. Feels the growth metrics for it are a little bit stronger and valuations are a little cheaper when looking at a PEG ratio analysis. Given the fact that they have both sold off quite a bit, especially this one, he would be a buyer. These are good entry points.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
BUY CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2014-10-16 $218.120

Likes both Canadian National (CNR-T) and Canadian Pacific (CP-T), but prefers this a little better. Feels the growth metrics for this are a little bit stronger and valuations are a little cheaper when looking at a PEG ratio analysis. Given the fact that they have both sold off quite a bit, especially CNR, he would be a buyer. These are good entry points.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-16 $36.800

You do not want to sell these names at this point. This one is giving you a 7.5% yield. In fact he has been looking at buying some of these names.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
WEAK BUY CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2014-10-16 $12.770

Sobeys is the largest tenant.  Over the last few years they grew outside of their Atlantic Canada focus.  They also tried to improve their payout ratio and leverage.  He would like it lower, however.  But they substantially improved their asset quality and they diversified outside of the Atlantic region.  The free cash flow growth still does not screen as well as others.

Michael Missaghie REIT's OPTIMISTIC Unknown View
COMMENT CRT.UN-T CT Real Estate Invest Trust Market Call (BNN TV) 2014-10-16 $10.990

Canadian Tire.  Predominantly leased by Canadian Tire.  Continues to be held 80% by Canadian Tire Corp.  A sustainable distribution ratio of about 90%.  If you look at single tenant REITs, the growth is not as good as a more diversified REIT.  They should get 3% AFFO growth.  If they developed on their redevelopment acquisitions it could be more.  Lease terms are 8-9 years so there is not a lot of risk to their cash flows.  But after that things could change.

Michael Missaghie REIT's OPTIMISTIC Unknown View
TOP PICK CVS-N CVS Health Market Call Tonight (BNN TV) 2014-10-16 $78.810

Feels it is important to stick with names that have high US revenues, and this one has 100% of its revenues from the US. The largest healthcare provider in the US. They are going to benefit from an aging US population, an increase in generic drugs and an increase in growth in specialty prescription drugs. Trading at 17X Forward Earnings and has a 14%-15% growth rate. A pretty cheap 1.2%X PEG ratio relative to the other consumer staple names.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
BUY CWT.UN-T Calloway REIT Market Call (BNN TV) 2014-10-16 $26.200

Trading at a larger discount to NAV than REI.UN-T.  But you get a slightly lower growth.  Sustainable payout ratio as well as a sustainable leverage.  99% occupancy level with Wal-Mart stores as tenants.  Will grow free cash flow at a higher level than in the past since new CEO came in and is looking to provide value for investors.

Michael Missaghie REIT's OPTIMISTIC Yes View
HOLD D.UN-T Dream Office REIT Market Call (BNN TV) 2014-10-16 $27.390

Office assets across Canada.  Has been in a range because sentiment around the office sector is very poor right now.  There is supply coming on in both Toronto and Calgary and the market fears lower rents and lower occupancies.  It is trading at a 10% discount to net asset value. 

Michael Missaghie REIT's OPTIMISTIC Unknown View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2014-10-16 $81.740

If you can pick up a world-class name like this on a pull back like this that is a good thing. They have a multiplatform strategy. They bring out a movie or a character, and put it in their theme parks. Their content is unrivalled by any of the other competitors, so it deserves a premium multiple. Expects the stock to grow in earnings by 12%-15% long-term.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-10-16 $96.390

The stock split coming in November will not have much impact. The valuation on this looks pretty good. Trading at 1.1X PEG ratio and 22X earnings with a near 20% growth rate. Executing extremely well. A good name to own long-term.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
TOP PICK FCR-T First Capital Realty Market Call (BNN TV) 2014-10-16 $17.620

Very high quality business.  Management team is very well aligned.  Asset quality has improved.  Payout ratio and leverage that are almost the best in the business.  The valuation is very undemanding.  There is an overhang because of an equity issue done recently.  NAV is about $18-$18.25.  It is a core position in his opinion.  He would add to it right now.

Michael Missaghie REIT's OPTIMISTIC Yes View
BUY GE-N General Electric Market Call Tonight (BNN TV) 2014-10-16 $24.250

Likes this. The industrial space makes sense at this point if the economy continues to move forward. Globally speaking, and specifically in the US, these types of names are good to own. Has become quite oversold.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
PAST TOP PICK GGP-N General Growth Properties Inc. Market Call (BNN TV) 2014-10-16 $1.050

(Top Pick Nov 20/13, Up 19.41%) Owns high quality shopping malls in the US.  Brookfield got it when they filed for bankrupsy during the financial crisis.  They lowered their leverage and staggered out their debt maturities.  Trades at a slight discount to net asset value.

Michael Missaghie REIT's OPTIMISTIC Yes View
BUY GOOGL-Q Google Market Call Tonight (BNN TV) 2014-10-16 $536.920

Had some disappointing earnings numbers after-hours today. However, he feels there is more of an issue that this is such a large animal with different tentacles, that analysts have trouble trying to pinpoint where the earnings are going to come from on a quarter by quarter basis. When you look at this from its inception to where it is today, it has grown so far and so fast. Anytime you can own this at a decent valuation this is a good name to own.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
HOLD GRT.UN-T Granite REIT Market Call (BNN TV) 2014-10-16 $37.480

Magna is the main tenant.  They are trying to reduce that concentration to 50% from 85% now.  They sold some non-core assets.  He will not allocate capital here because he does not like the long term prospects.  Payout ratio and leverage are low enough that there is not a lot of risk if you hold it for the distribution.

Michael Missaghie REIT's OPTIMISTIC Unknown View
COMMENT HDV-N iShares High Dividend Equity Market Call Tonight (BNN TV) 2014-10-16 $71.850

US dividend ETF? The go to high dividend name that he likes would be this. It holds names like AT&T which pays a pretty high dividend plus others. The fund has done well, and is up about 15% per year over the last 3 years. The yield is about 3.5%.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
DON'T BUY HOT.UN-T Canadian Hotel Income Properties Market Call (BNN TV) 2014-10-16 $19.070

Limited service hotel industry in the US.  A large part is crew-oriented occupancy – contracts with rail companies.  They are trying to diversify outside of that.  This is a volatile market.  He is not a huge fan.  Their leverage and payout ratio are sound.  It is okay to hold it for the distribution.

Michael Missaghie REIT's OPTIMISTIC Unknown View
BUY HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2014-10-16 $21.380

Diversified REIT in industrial and retail.  Have evolved greatly as a company over the last couple of years.  He thinks they will do things that will add value for investors.

Michael Missaghie REIT's OPTIMISTIC Yes View
COMMENT HUV-T HBP S&P500 VIX Short Term VIX ETF Market Call Tonight (BNN TV) 2014-10-16 $5.520

The VIX is a very difficult measure to predict. It is extremely volatile. The VIX historically in Sept/Oct tends to move up about 15% over those 2 months. Going into Nov/Dec, the VIX tends to fall by about that same amount. He would probably tend to Short this through Nov/Dec. His suspicion is that markets will calm down and this should come off a bit.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
PAST TOP PICK IIP.UN-T InterRent REIT Market Call (BNN TV) 2014-10-16 $5.510

(Top Pick Nov 20/13, Up 5.27%) He is one of the largest shareholders.  They are an owner operator and redeveloper of apartments.  Thinks it should be a dollar higher.  They got hurt with repositioning some assets.  He is still confident in the management team.  It is very compelling value.

Michael Missaghie REIT's OPTIMISTIC Yes View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2014-10-16 $96.780

Has just fallen a little bit below the 200 day moving average, so it looks intriguing to own. However, he likes some of the biotechs a bit more. His only concern is that this is trading at 2.3X PEG ratio, which is not cheap.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
WATCH KMP-T Killam Properties Inc Market Call (BNN TV) 2014-10-16 $10.340

Apartments REIT in Atlantic Canada.  Their cost of capital has not been attractive in this environment.  They had high expenses based on Nat Gas prices.  It trades at a discount to NAV because of negative sentiment.  It is difficult to find an apartment REIT with this high a discount.  A couple of quarters of free cash flow growth would change market sentiment.

Michael Missaghie REIT's OPTIMISTIC Yes View
PAST TOP PICK KORS-N Michael Kors Holdings Market Call Tonight (BNN TV) 2014-10-16 $72.070

(A Top Pick October 17/13. Down 2.27%.) The concerns are really about international markets and luxury purchases. However, only 15% of their revenues come from outside of North America. There was also concern about inventory built ups. His sources say that Michael Kors is still very hot with 20-30 year-olds. At today’s prices, you are getting this at .75 PEG ratio. Reporting in a couple of weeks, and if earnings are still on track and the momentum is still there with sales, this is a pretty cheap stock.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
TOP PICK LUV-N Southwest Airlines Market Call Tonight (BNN TV) 2014-10-16 $30.940

Fourth-largest US airline. Mainly short-haul type of flights. 100% of its revenues are from the US. They have the most conservative and probably the healthiest balance sheet in terms of debt to capital ratio. Feels recent fears about the spreading Ebola epidemic has moved the stock downwards. Good valuation.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
COMMENT MET-N Metlife Market Call Tonight (BNN TV) 2014-10-16 $47.860

Feels this is a decent name, but his favourite name in the US insurance space would be the property/casualty insurer Allstate (ALL-N).

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-10-16 $19.480

He likes this. When interest rates normalize and equity markets continue to move forward, companies like this will do well. They have a huge exposure in Asia, which is a growing market. The concerns right now are about international markets, but those are short-term concerns. This is well-positioned for the long-term. Pays you well over a 3% yield with probably a 10% growth rate on that yield over the next 3 years.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
BUY MST.UN-T Milestone Apartment REIT Market Call (BNN TV) 2014-10-16 $11.260

A newer REIT.  All their assets are in the US.  They are one of the better performers.  High quality assets and in the higher rent range. Payout ratio in around 85% and sustainable.  They just bought assets in Denver and he saw that as attractive.  The dividends are sustainable also.  They see strong free cash flow growth out of the portfolio. 

Michael Missaghie REIT's OPTIMISTIC Yes View
COMMENT PEP-N PepsiCo Market Call Tonight (BNN TV) 2014-10-16 $90.790

Frito-Lay is definitely the money maker in this company. Beverages are in a bit of a decline. There has been a lot of talk that they should spin off the 2 companies. It is hard to predict if there is going to be a spin off. This is trading at about 2.5X the PEG ratio. Amongst some of the Consumer Staple names this is a pretty solid name. He prefers Mondelez (MDLZ-Q).

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Unknown View
TOP PICK PLD-N Prologis Market Call (BNN TV) 2014-10-16 $38.420

The largest global industrial REIT.  Majority of assets in North America, but they have exposure to Europe and Asia.  They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet.  Thinks the market is not recognizing the quality of business and the upside to free cash flow growth.  This is a unique opportunity to buy this one.

Michael Missaghie REIT's OPTIMISTIC Yes View
WATCH PLZ.UN-T Plaza Retail REIT Market Call (BNN TV) 2014-10-16 $3.900

Smaller cap REIT invested in retail assets, no longer just in Atlantic Canada.  The recent acquisition increased their leverage and payout ratio and in his opinion reduced the quality of their assets.  Management knows they need to right-size the leverage by selling assets.  It is probably at a 7-8% discount to NAV. 

Michael Missaghie REIT's OPTIMISTIC Unknown View
PAST TOP PICK REF.UN-T Canadian Real Estate Investment Market Call (BNN TV) 2014-10-16 $47.470

(Top Pick Nov 20/13, Up 15.74%) A core position.  It was compelling value.  Lower leverage, low payout ratio, but above average growth.  Still likes it and it is a top holding.

Michael Missaghie REIT's OPTIMISTIC Yes View
STRONG BUY REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2014-10-16 $25.350

Retail REIT invested across Canada.  Improved capital structure and lowered leverage and payout ratio. They improved the quality of their assets. They talked about starting to develop apartments. You will do well owning it.

Michael Missaghie REIT's OPTIMISTIC Yes View
BUY RY-T Royal Bank Market Call Tonight (BNN TV) 2014-10-16 $77.340

Most Canadian banks are trading at fair value. Technically, this one is sitting right at the 200 day moving average. Not a bad time to be buying banks at this level. Trading at a 200 day moving average with a dividend that is reliable, predictable and growing, this is a good, long term name to hold.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
DON'T BUY SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2014-10-16 $48.070

Looking at the infrastructure space, 66% of this company’s revenues are coming from Canada. He would rather look at an industrial name that is going to have more revenues from other parts of the world that are growing a bit faster.

Stan Wong NORTH AMERICAN - LARGE & ETFs OPTIMISTIC No View
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