Table View - Opinions in Detail | StockChase
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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2016-04-27 $21.330

If you were to chart out oil prices against this name, you would see quite a bit of a correlation, because this is looked at as being a Western company. Thinks this is all baked into the price. Dividend yield of 4.69%, and the balance sheet is sufficient enough to cover that in the near term.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
TOP PICK ADBE-Q Adobe Systems Market Call Tonight (BNN TV) 2016-04-27 $95.640

An interesting discovery for him when he was looking for low volatility names. What attracted him was that they completely changed the way they distributed their business as a subscription model. This makes it much more affordable for smaller businesses and individuals, and also makes strides to eliminate the potential for pirated and illegal copies. Their most recent earnings were really surprisingly good, and the adoption rate was a very, very high.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-04-27 $52.660

Doesn’t know this particularly well, but does know that they did very well on gasoline. With gas prices low, he thinks it hurts the margins. If you own, find out to what extent the gasoline margins affect their earnings, and make your decisions from there.

Fabrice Taylor NORTH AMERICAN UNKNOWN No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2016-04-27 $52.660

There is some conversation about the dual class shares and their ability to move to a single class share. His first instinct last week was that this was a great buying opportunity, but was very surprised to see the shares down today. It is getting to his personal threshold, being big believer in using stop losses. Technically it has breached, meaning that anything below $53 implies it is going to hit $50. It might just be profit taking. Doesn’t see anything fundamentally wrong with the company.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
DON'T BUY AVO-T Avigilon Corp Market Call (BNN TV) 2016-04-27 $16.300

The market hates a lot of things about the CEO. Has been a lot of turnover in the executive ranks. The product, high definition security cameras, seems to be good. What do you do when you have a CEO that doesn’t seem to care what everybody thinks? He would probably give this a pass.

Fabrice Taylor NORTH AMERICAN UNKNOWN No View
COMMENT BB-T BlackBerry Market Call Tonight (BNN TV) 2016-04-27 $9.180

Doing their best to turn this into a mobile enterprise juggernaut, which he doesn’t think is going to happen. Most of the monetization of this story is baked into the price. The street has been downgrading this during April. Not something that will ever be on his radar.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2016-04-27 $2.010

This has never been a good business. It’s low margin, competitive, political, and on top of that you have the family that has dominated the company for so long and have made poor decisions. However, it has always been the traders dream. It can move quickly. As a trade there is probably some money to be made here. There is no way they are going to let this company go out of business.

Fabrice Taylor NORTH AMERICAN UNKNOWN Unknown View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2016-04-27 $2.010

(Market call minute.) He wouldn’t own this one.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK CASH CASH Market Call (BNN TV) 2016-04-27 $0.010

(A Top Pick June 2/15.) He is still heavily, heavily weighted in cash, but less than he was. In a sideways market you always have to have cash in order to pounce when opportunities arise.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
TOP PICK CMCSA-Q Comcast Corp Market Call Tonight (BNN TV) 2016-04-27 $61.300

Had great earnings last night and the stock popped. They continue to deliver incredibly good growth rates. The Universal Pictures division has a great slate of movies coming up. Has low volatility combined with a pretty good dividend of 1.79%. There was news that they might be trying to acquire DreamWorks for $3 billion, about 2% of Comcast’s market cap.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
PAST TOP PICK CMG-N Chipotle Mexican Grill Market Call Tonight (BNN TV) 2016-04-27 $417.220

(A Top Pick April 15/15. Down 38.43%.) Had owned this for quite a few years. Got stopped out during the E. coli outbreak, but still lost money on the trade.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT CP-T Canadian Pacific Rail Market Call (BNN TV) 2016-04-27 $183.230

Generally, buybacks are good for shareholders because they reduce shares outstanding. He would rather have a higher dividend, which would do better in this kind of a market environment.

Fabrice Taylor NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2016-04-27 $40.060

Heard that a fund was kicking the tires to buy them out. It kind of makes sense, because they have cash flow. Also, they should be private, because they have things nobody wants to hear about. He would stay on the sidelines.

Fabrice Taylor NORTH AMERICAN UNKNOWN No View
HOLD CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-04-27 $40.060

The issue is that we had this great run alongside Valeant (VRX-T), and then went down in the concerns with the whole Valeant collapse. It became too much headline risk. The stock spiked Thursday on news that they may be doing something. He would be inclined to stay away at the moment.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
SPECULATIVE BUY CXV-X Convalo Health International Corp Market Call (BNN TV) 2016-04-27 $0.305

He likes this. This is in the drug rehab space in the US. Since the government has mandated funding for these for insurance companies, there is a lot of tailwind for it. The stock has been volatile and controversial at times but the numbers, if they come in halfway right, should move the stock. High risk story, but lots of cash on the balance sheet.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
COMMENT DH-T DH Corporation Market Call Tonight (BNN TV) 2016-04-27 $33.700

A re-popularized Fin Tech name (Financial Technology name), and has transformed itself into a pretty good digital company. Got clobbered today, so there was obviously a miss of some sort. In Canada it is pretty hard to find names that have a really nice yield.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
TOP PICK DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2016-04-27 $2.300

Owns Mr. Lube, Sutton Realty and Fran Works a restaurant group. Fran Works is heavily concentrated in Alberta, so sales are weak. It has driven the stock price down creating a 10% dividend yield. If oil prices continue to improve, even slowly, sentiment will improve. If investors in one year decide that they’ll accept an 8% dividend yield from the stock and the dividend doesn’t change, you are looking at a 35% upside. 10% on the yield and 25% on the stock. They are diversifying away from these 3 royalties. Dividend yield of 9.51%, and he would recommend the DRIP.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
COMMENT EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2016-04-27 $21.120

(Market call minute.) He would prefer Loblaw’s (L-T).

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT FB-Q Facebook Market Call (BNN TV) 2016-04-27 $108.890

This is a dominant business in advertising, and he thinks that dominance is going to continue. They are smart people. The business is a very, very good one and well-managed. He doesn’t like buying high multiple stocks though, because the slightest little hiccup can send them tumbling. Trading at 34X forward earnings which is rich.

Fabrice Taylor NORTH AMERICAN UNKNOWN No View
TOP PICK FIT-N Fitbit Inc Market Call (BNN TV) 2016-04-27 $17.880

A very, very interesting product. Fitness and wearables is a big thing. Trading at about 12X forward earnings. Not a low risk proposition, but they are making money and have $3 a share in cash. An interesting speculation.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
COMMENT GM-N General Motors Corporation Market Call Tonight (BNN TV) 2016-04-27 $32.160

Has always shied away from the big manufacturers. Prefers to play this through Magna (MG-T). The big auto companies are not the kind of names he likes to be in. Very capital and labour intensive. Profit margins are really tough. (See Top Picks.)

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2016-04-27 $721.460

The core of their business grew 20%, but it was a miss and disappointed. $.85 of every advertising dollar is going into Google or Facebook (FB-Q). Google is really not competing on any of the enterprise levels. They are really starting to monetize YouTube, which they acquired 10 years ago. The new CFO is very well respected on the financial side. P/E ratio is around 19. They are growing 19%-20% a year right now.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT GSV-X Gold Standard Ventures Market Call (BNN TV) 2016-04-27 $1.530

Have a very, very interesting land deposit in Nevada, and it is backed by some very big names. Good management team. Just made a small acquisition of a piece of land. He likes to always own gold, because you just never know when it is going to hit the fan. A good one to own if you are willing to take the risk of a non-producer. It is an exploratory play. Thinks it gets taken out in the next 12 months for more than $12. An interesting speculation.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
TOP PICK HSM-T Helius Medical Technologies Market Call (BNN TV) 2016-04-27 $1.580

Makes a medical device called the PONS, which appears to dramatically improve the results of therapy for people with brain injuries. They are in an FDA 3rd round right now. Results will probably be out in Q3. If results are positive, the stock will multiply, if not the stock is going to get crushed.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
HOLD IBG-T IBI Group Market Call (BNN TV) 2016-04-27 $4.000

Used to be an income trust, and like a lot of income trusts it blew up. Too much debt and too many acquisitions. Started a turnaround program a couple of years ago. Thinks there is more to come and that it is an $8 stock in 2 years.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
COMMENT ITP-T Intertape Polymer Group Market Call (BNN TV) 2016-04-27 $19.930

A 40-year-old company that makes duct tape. Used to own this. It had a lot of inefficient plants and poor acquisitions. A new CEO came in and cleaned house. They have some new plants coming on in the US. It probably goes higher from here. 3.4% dividend yield.

Fabrice Taylor NORTH AMERICAN UNKNOWN No View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2016-04-27 $64.110

(A Top Pick April 15/15. Down 2.67%.) Had felt that we would be a few steps into some interest rate hikes. He is happy to own this. It is a great franchise.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
BUY L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2016-04-27 $70.310

(Market call minute.) He would definitely want to accumulate this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
SPECULATIVE BUY LIX-X Lithium X Energy Corp Market Call (BNN TV) 2016-04-27 $2.080

Lithium has been an incredible story for the last 5-6 months, and this is probably the market leader in terms of capital appreciation. The thesis is that this is going to be the Go-To institutional name for lithium. Thinks the price increase is going to continue.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
HOLD LND-X Inspira Financial Inc Market Call (BNN TV) 2016-04-27 $0.600

He would stay on the sidelines for now. The company is fairly new. They got into the business of lending to US doctors for working capital purposes, where insurance payments are getting smaller and taking longer to get paid. Found it wasn’t as easy as they had thought, so are fine-tuning their model. Until they figure it out, he wouldn’t buy it. Have lots of cash, so there are no worries of them going out of business.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
HOLD MG-T Magna Int'l. (A) Market Call (BNN TV) 2016-04-27 $54.340

The numbers in the car industry look good. There is more pent-up demand. Car builders have had a very good run for the last couple of years, but the experts seem to think there is room for that to continue. That would imply that this company should be okay.

Fabrice Taylor NORTH AMERICAN UNKNOWN No View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-04-27 $54.340

The auto cycle slowdown, and the perception that this company does a lot in Europe, is what has contributed to the decline that started last August. The stock went from $72 down to $44, a very significant decline. His first Cdn$ purchase in the new year was this company. They got rid of their dual class structure in 2010, and ever since then it has traded at a modest discount to its peers. An incredibly well run business. Have a very strong balance sheet and lots of opportunity with lots of agreements ahead of them.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT MSFT-Q Microsoft Market Call (BNN TV) 2016-04-27 $50.940

He likes this. For years and years, this lumbering beast, ineptly managed by the 2 founders, finally got wise and brought in a CEO who understands the Cloud. They have so much room to improve their margins and increase their cash flow, and they are doing it.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
COMMENT NLN-T Neulion Market Call (BNN TV) 2016-04-27 $1.390

This has had a good run. Has a technology that allows video on demand to work on the Internet. Have some very impressive clients. They lost NHL to major league baseball, which has its own in-house version. There have been a lot of acquisitions in the space. All the big players like Disney (DIS-N) who have these problems with cord cutting, want to have that technology in-house. There is a good shot these guys may get bought out. Have a massive cash position, something like $60 million.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2016-04-27 $23.090

Good long term hold? 10 years+? He would tend to think so, based on macro agricultural demand and population growth. They report tomorrow which should give you a little more information. Payout ratio is at about 140% of free cash flows, which is a big issue. Also, China is a big price setter when it comes to potash and nitrogen. China was giving smaller nitrogen players big discounts on electricity, and that is about to disappear, which will put a bit of a cramp on the supply coming out of China. Prefers Agrium (AGU-T) right now.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
COMMENT SOT.UN-T Slate Office REIT Market Call (BNN TV) 2016-04-27 $7.900

This has started to recover in the last year. Pays a slightly better than 10% yield. There are 2 issues. A slowing economy hurts all REITs, but you also have an added premium on quality dividends, which is a tailwind. As long as management can continue to keep occupancy relatively high and run the business well, he thinks the dividend is fine, and that sentiment towards the business is going to improve.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
BUY SPN-X Snip Interactive Inc Market Call (BNN TV) 2016-04-27 $0.325

This does mobile marketing for big brands, where you use your phone to run loyalty programs and purchase validations. Down 53% in the last year, because it got caught up in the downdraft in the TSX Venture. It would be higher today, except that their financing was the worst kept secret on Bay Street, which they have been marketing for 2 months at a price of $.30. The 2 first tranches have closed and have raised $7 million. Thinks the stock goes up from here, and he has been buying.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
PAST TOP PICK STZ-N Constellation Brands Inc Market Call Tonight (BNN TV) 2016-04-27 $156.640

(A Top Pick April 15/15. Up 34.6%.) This is an example where boring is fantastic. They have reported that they might be IPOing the Canadian Vintner collection. 

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
COMMENT TRN-N Trinity Industries Market Call Tonight (BNN TV) 2016-04-27 $19.900

When you have the whole US$ situation, this was attractive, because it is very domestic. Found the profit margins were getting difficult in this space, so he moved into the actual rail companies. Very attractive and very, very good valuation.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
BUY UA-N Under Armour Market Call Tonight (BNN TV) 2016-04-27 $44.800

(Market call minute.)

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK URB-T Urbana Corp. Market Call (BNN TV) 2016-04-27 $2.020

(A Top Pick June 2/15. Down 7.35%.) Generally doesn’t like closed-end funds, but likes this because they are always buying back stock. Also, have some assets that have some fairly explosive upside. 2.5% dividend yield.

Fabrice Taylor NORTH AMERICAN UNKNOWN Yes View
COMMENT VDY-T Vanguard FTSE Cdn High Div Yd. Market Call Tonight (BNN TV) 2016-04-27 $29.300

(Market call minute.) Good, but you have to remember that about 50% is Canadian bank stocks.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY XLK-N SPDR Technology ETF Market Call Tonight (BNN TV) 2016-04-27 $43.040

This is a good choice based on seasonality, technology and holdings like Apple, Microsoft, Facebook and Visa. There have been some really high profile misses on some of these large companies, so that gives you a buying opportunity. The rest of the ETF is spread around quite nicely. The kind of thing you want to own for a very long time.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-04-26 $0.020

Market. The market has been rallying about 17% from January 20, a pretty sharp upward rally in 2 short months. He does a lot of pair trading which takes out a lot of market risk, but when everything went up, it made it tough for him during March and April. A lot of euphoria has been built in to the market, but typically summer months are slower, and investors should perhaps be thinking about getting some protection in their portfolios.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-26 $0.020

Markets. This is a choppy world. In general, we are through the worst of things. We had a horrific start to the year. Thinks the Fed is a nonissue right now. It is going to be about earnings. Apple just reported and earnings were terrible and the stock was down about 8%. Twitter is down over 10%. Very stock specific and he thinks we are going to see more of that. Increasingly in the tech world, it is a Facebook, Google world, with Apple looking a little bit slow to the party. The overall economy is still slow, which is why he thinks the Fed will still be on the sidelines. You still have to be a stock picker. What the market is highlighting is that you have to be more focused on the names that you do own. Owning a basket is not going to be as successful as it has been, because you have these very stock specific stories.

John Stephenson NORTH AMERICAN UNKNOWN _N/A View
TOP PICK AC-T Air Canada (B) Market Call (BNN TV) 2016-04-26 $8.390

*LONG* (Pairs trade with a Short on Air Transat (TRZ-T). It’s not so much that he likes this company, but he wants to hedge out some of the industry specific risks such as jet fuel prices, weather, regulations.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT ACQ-T AutoCanada Inc. Market Call (BNN TV) 2016-04-26 $20.750

Hold or Sell? Made a lot of money Shorting this in the last 2 years. With what is happening in Alberta, it is going to take a bit of a turnaround before you actually see people buying a lot more pickup trucks. Be very cautious in the next 12 months.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
HOLD AEP-N American Electric Power Company Inc Market Call Tonight (BNN TV) 2016-04-26 $62.900

This is fine. It is defensive. Utilities in general are defensive. They have a contentious case in Ohio to become a regulated utility. Thinks it is a stable, safe place. Not a lot of upside. Dividend yield of about 3.5%.

John Stephenson NORTH AMERICAN UNKNOWN No View
PAST TOP PICK AGN-N Allergan PLC. Market Call Tonight (BNN TV) 2016-04-26 $219.940

(A Top Pick May 6/15. Down 22.37%.) Overall a great company, but there has been a lot of pressure on healthcare for some time. He still holds a very small amount. As a shareholder, you will see money coming back to you. They have a very attractive suite of products.

John Stephenson NORTH AMERICAN UNKNOWN Yes View
PAST TOP PICK ALGT-Q Allegiant Travel Comany Market Call (BNN TV) 2016-04-26 $170.360

(A Top Pick April 22/15. Total return was up 10.48%.) Long (and Short Westjet.) This is the least efficient airline in North America. They have 29-year-old planes which are not very efficient. As a consequence, nobody is a bigger beneficiary of cheap jet fuel prices. 

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
PAST TOP PICK BKD-N Brookdale Senior Living Market Call Tonight (BNN TV) 2016-04-26 $18.940

(A Top Pick May 6/15. Down 46.75%.) A very good defensive name in general. Probably got tarred with the same brush as healthcare. Still thinks this is a good company, but he left because the price volatility was too hard.

John Stephenson NORTH AMERICAN UNKNOWN No View
COMMENT BMO-T Bank of Montreal Market Call (BNN TV) 2016-04-26 $82.200

Guardian Capital (GCG.A-T) sold its mutual fund to this bank in exchange for 5 million BMO shares in 2001, and have been sitting on them ever since. He has been Long Guardian and Short this bank since 2009, which was the equivalent of buying BMO for $.50 on the dollar. Since then Guardian has risen about 140% versus the 60% that BMO has. In pair trading, it is how they move relative to each other.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2016-04-26 $6.300

Historically this company has been very well liked. It is so volatile these days with what we have seen in oil and gas. Overall this name is perking up. Doesn’t think fundamentally this company is challenged, it is just the market.

John Stephenson NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2016-04-26 $28.670

(A Top Pick May 6/15. Down 25.98%.) He really likes this name, but it hasn’t worked out all that well. Had thought the market was going to do far better than what it has. This is a company that is highly dependent on being able to take companies public in a strong capital market. Very attractive and very cheap. Has a high yield of 3.9%.

John Stephenson NORTH AMERICAN UNKNOWN No View
DON'T BUY CAE-T CAE Inc Market Call (BNN TV) 2016-04-26 $14.840

Has always been leery about this industry. There is a lot of volatility in it. It trades along with the aerospace names, and is just not the stable stock he is looking for. Also, there are some other players in the industry, and it is really about capital.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
TOP PICK CBL-T Callidus Capital Corp Market Call (BNN TV) 2016-04-26 $13.840

The only listed asset back lender in Canada. When people hear they are lending to distressed companies, it makes them nervous. It is easy to paint a bearish case. It bottomed out at about $7. Just announced a substantial issuer bid. He likes the downside protection. There is $14 of substantial issuer bid for it, and on top of that the CEO has said that if the share price doesn’t reflect the underlying fundamentals, he is going to take the company private at year-end. A newly released independent valuation report indicated it is worth $18-$22. He likes the downside risk. Dividend yield of 5.07%.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2016-04-26 $78.570

They cut their outlook, which is unusual in a sense, because going into the quarter it was a fairly low estimate in terms of the bar they had to go over. Numbers were not too bad from a volume perspective. He would have thought it would have been a little more bullish as they are a company that are relying on the consumer and less relying on the bulk, where Canadian Pacific (CP-T) tends to be.

John Stephenson NORTH AMERICAN UNKNOWN Unknown View
COMMENT CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2016-04-26 $102.850

A good stock. They are doing a lot in prefiguring the store format. A defensive name in healthcare.

John Stephenson NORTH AMERICAN UNKNOWN No View
BUY on WEAKNESS CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-04-26 $41.000

The whole healthcare sector is offering tremendous value because of all this overhang with Valeant (VRX-T) and others. Feels it is an attractive name. Definitely fast growth and will be volatile. He would Hold or Buy on pullbacks.

John Stephenson NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK DCI-T DirectCash Payments Inc Market Call (BNN TV) 2016-04-26 $12.990

(A Top Pick April 22/15. Down 13.98%.) The largest supplier of ATMs in Canada and Australia, and 3rd largest in the UK. People are concerned that this is a declining business globally because of less use of cash. It is probably declining at about 3% per year. Stock price has dropped because of concern on the Australian ATM business because of the Tap & Go, but that was essentially a one-time event. Those concerns have proved to be misguided. Dividend yield is 11%, which he thinks is sustainable. Still likes.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
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