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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
  
SELL PWT-T Penn West Petroleum Market Call (BNN TV) 2014-07-30 $8.570

Down 15% or so today.  This will not go to zero. If you made money on a short like this, then take the money and run. 

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
HOLD RC-T RDM Corporation Market Call (BNN TV) 2014-07-30 $2.600

It has been weak so he has been adding to the position.  A bit of a micro cap. Great balance sheet.  Trades at a low multiple with a low market cap.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
TOP PICK RE-T Rock Energy Inc. Market Call (BNN TV) 2014-07-30 $6.690

Divested some of their higher cost assets.  Cash flow growth goes from $0.76 to $1.85.  $2.75 next year.  Cheaper than the others.  Would be a good acquisition.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2014-07-30 $9.790

Wouldn’t be surprised to see Crescent Point (CPG-T) taking a look at this as an acquisition. They are in the same area.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SCR-X The Score Inc. Market Call Tonight (BNN TV) 2014-07-30 $0.335

(Market Call Minute.) Had a fairly big position in this, and has recently reduced his holdings. Management has been very good at creating value for shareholders.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2014-07-30 $8.560

Owns this in his income portfolios. Very well-managed. Thinks this will continue to grow via the drill bit like it has been. Could see it eventually as a takeout target. A lot of insider buying.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY SIO-X Sensio Technologies Inc. Market Call Tonight (BNN TV) 2014-07-30 $0.250

Loves this. Since he was last on the show, they’ve signed another major TV manufacturer, giving them 2, Samsung and LG. They have a technology that allows you to rent 3-D movies for your TV. This is going to be rolled out with LG going into the fall just prior to Christmas. This means that the number of users is going to ramp way up. At the same time they have a deal with Wi-Lan (WIN-T), so he expects there will be some patent revenue as well. Wouldn’t be surprised to see the number of 3-D users go stagnant going into the next quarter.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2014-07-30 $4.000

Owns this in his growth funds. This is one of the smaller, growthier names. These are ones that have great access to capital. The management team that has done this all before. Thinks this will continue to do very well.

Bruce Campbell (2) CANADIAN BULLISH Yes View
TOP PICK SVC-T Sandvine Corp. Market Call (BNN TV) 2014-07-30 $3.650

Turnaround story.  The management team has learned from their mistakes and now have things right.  Done well in terms of earnings over the last few quarters.  Low multiple.  $1 a share in cash.  12 times earnings.  50% earnings growth next year.  Margins continue to increase.  Multiple will continue to increase.  There is a scarcity of technology companies in Canada and this one is a good take out candidate.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
HOLD TCN-T Tricon Capital Group Market Call (BNN TV) 2014-07-30 $7.640

It has been range bound.  Met with management team and he likes the story.  There are catalysts coming up as they sell an asset.  There are better ways to play the housing market.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-07-30 $10.840

This one ranks in the middle of the pack in his processing. Expects there will be continued growth in the industry. A good-quality name. Currently, we are seeing a little bit of wind come one of the sails of the service stocks.

Bruce Campbell (2) CANADIAN BULLISH No View
HOLD TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2014-07-30 $51.700

Rock solid management team. The long term on this is that it will be built up and then sold to a large major. Continuing to grow via the drill bit. He would be comfortable holding it, if he owned.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT TRI-T Thomson Reuters Corp Market Call Tonight (BNN TV) 2014-07-30 $41.420

Owns this in his income portfolio. Earnings were in line, but not anything super spectacular. Expects to continue to see this business grow. As capital markets and the economy pick up, there is a migration from one of their services to a newer one that has higher revenues and higher margins.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT TVE-X Tamarack Valley Energy Market Call Tonight (BNN TV) 2014-07-30 $6.420

(Market Call Minute.) Likes this one. Management continues to do a great job.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY WAN-X Wanted Technologies Market Call (BNN TV) 2014-07-30 $1.190

Was a Top Pick a year and a half ago.  He still likes the story.  No analyst coverage and at some point there will be. Not afraid to buy it at these prices.  HR Management.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-07-30 $16.140

Good-quality company. As an alternative to this, he owns Surge (SGY-T) and Cardinal (CJ-T). This is a great company. Has a lower payout ratio for their grouping, somewhere around 18%-19% in decline rates. Their all-in pay out ratio is less than 100%.

Bruce Campbell (2) CANADIAN BULLISH No View
DON'T BUY WIN-T Wi-Lan Inc. Market Call (BNN TV) 2014-07-30 $3.510

They came in with earnings that were higher than expected.  They don’t have any litigation costs at present so are going higher.  But he feels it is a momentum move and should be a growth play.  It should be flat for now.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
BUY YGR-T Yangarra Resources Market Call (BNN TV) 2014-07-30 $3.490

Likes the story.  When they did financing he was the lead order.  Over the next couple of years you will see production growth.  He has been adding to his position.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-29 $0.020

Markets. There are always smart people on both sides of every trade. Going back through the past 40 years, every time there has been a market top he can give you smart people that are saying keep buying, and smart people saying that it is going to be over tomorrow. You cannot predict these things. His customers are very worried about a correction, but he sees good earnings, good valuations and low interest rates, so it is not a problem in terms of what he sees going forward. Long-term trend looks pretty good right now. We are in the middle of a long-term shift, away from bonds and into stocks. In 2009, we were in a truly different type of economy. 2009, 2010 and 2011 was a recovery. Now we are into the regular type of economic recovery. Better job growth, better earnings and companies are spending again. Interest rates are going to go up one of these days, but they are going to go up because the economy is strong, not because they have to go back up to 10%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-29 $0.020

Markets. He is not seeing any of the preconditions of a real market top. Even the 1987 plunge had at least 2 or 3 months of warning that something brutal was in the offing. He does not see it now. Unless something brand-new happens, then he thinks this bull market is going to head higher and head higher for some period of time. There are some stocks that are overdone such as the social media stocks, but that is much different than saying that there is a vast area that is set to collapse. Nothing like that on the horizon. Going forward, there will be some rotation, but that is standard in an ongoing bull market. There hasn’t been any rise in interest rates yet, and that is standard in a bull market. As the economic cycle wears on, a couple of areas in the market that are cheap, are materials, which had their big run at the beginning of the cycle and then let go, and have done nothing for the past 2-3 years. Also, interest-rate sensitive stocks like insurance companies are not too bad. Banks, by and large, have yet to see anything like a historically extended top.

Ross Healy NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-29 $0.020

Gold. Thinks gold is going higher. Governments of Japan, US and much of Europe are intent on trashing the value of their currencies. Longer-term they are not enhancing the underlying fundamentals of their currencies. In a long-term sense, that tends to be very positive for gold. Because of this, he thinks gold is a good buy. In juniors, if you pick them well, you get the best leverage, but there are many of the intermediates and seniors which make perfect sense. You just have to be patient.

Ross Healy NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-29 $0.020

Canadian Banks. First of all, Canadian banks are not a homogeneous mass. There are 6 of them and their valuations are all spread out. The one close to its historic peak is the Royal Bank (RY-T) and has been the leader all the way along, so he would still give that stock some decent upside potential of 10%-12%, but would be at a level where he would begin to look for another place to go. The potential of all of the banks is very, very strong, their balance sheets are superb, and bull markets never end until the banks top out, and our banks are not ready to top out. (See Top Picks.)

Ross Healy NORTH AMERICAN - LARGE BULLISH _N/A View
BUY AVO-T Avigilon Corp Market Call (BNN TV) 2014-07-29 $24.700

High definition surveillance cameras. Captured a lot of market share, and the company was growing very, very fast. Over 50% growth for the past 8 years prior to them going public. They went public and the stock went crazy. Everybody loved it, and then their CFO quit on the day of earnings. Everybody panicked. Stock is very volatile, and this is a high-growth company in a high-growth industry. Sales growth is 50%-70%, profit margins are increasing and the company is sitting on about $100 million in cash. He likes it.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2014-07-29 $29.610

Got regulatory approval for their rational gaming acquisitions, which will make them the biggest public online gaming company globally. It is going to trans-straddle the consumer and technology sectors. A great, great growth company. Have done nothing but execute perfectly well in terms of deals and acquisitions. Management owns 26% of the company.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-07-29 $15.340

Trading below Book Value. Currently trading right on the cusp of being in a condition of being rejected by the market, and being accepted by the market. If it can break through about $17-$18, the stock has a terrific run ahead of it.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2014-07-29 $32.850

A fabulous company that is growing very quickly and capturing a lot of the utility market. Stock had a huge run and they split it 3 for 1. Now it is in kind of a pause mode. People are worried about them sustaining the growth. This is a great company in an industry that is growing, and they are the market leader in that industry. At this price it is a pretty good bargain. Won't triple like it did in the past couple of years, but for a solid growing company it looks very good. Well-managed.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-07-29 $32.850

Had a spectacular run from 2009. Unfortunately it looks like that is pretty much everything the company is going to give you. His Fair Market Value calculation is $28, 15% lower than its current price. He would be looking at $18-$19 before entering.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
HOLD BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-07-29 $49.650

Well up there, but the stock has a terrific yield in a yield starved world. Trading at over 2.5X its Book Value and 3.5X is all that he would ever expect from it. His Fair Market Value would give him about another 20% upside. A good stock to hold.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK BYD.UN-T Boyd Group Income Fund Market Call (BNN TV) 2014-07-29 $44.000

(A Top Pick in June 21/13. Up 95.29%.) Most of their business is in the US, but have just started moving into Ontario with a couple of acquisitions. Have done a great job with collision and glass centres in the US. Still likes this.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
WEAK BUY CLS-T Celestica Inc Market Call (BNN TV) 2014-07-29 $11.760

Have done a pretty good job of turning things around. They were in dire straits in the recession when they had overcapacity and their balance sheet wasn’t that great. Have bought back a ton of stock, and are now basically waiting for the economic situation to come to them. This is a later cycle economy stock. When business is so good in the tech world and people need third-party manufacturing that is when they really start to coin. Because they bought back a lot of stock, their earnings leverage will be really good at that point in the cycle. Still a little early for this kind of scenario, but for a 2 or 3 year time frame, you should be okay. Not a bad company.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-07-29 $73.370

Stocks like this and Canadian Pacific (CP-T) and Tim Horton’s (THI-T) have done very well, reaching very, very high valuations in Price to Book terms. What they all have in common is that they have all decided that they want to buy back stocks. Realize that when you’ve got a stock that is trading at 5X its BV, which means that for every $1 of equity that you are taking out of the treasury to buy stock, you are buying $0.20 worth of equity to cancel. This means your ROE on investment is worth -80%. You are actually subtracting value, and the BV is going down. This means that when you have a market correction, the downside risks are increasing in those stocks. What they should do is issue stocks, raise the BV and use the money to expand their existing business. If you have no use for the money, then at least give the existing shareholders a dividend. In the short term, these things are working out quite well. If you own, the stock could run further, but be ready to Sell.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-07-29 $44.750

He sees energy stocks as being reasonable value here. This one has done well. There is now a setback in the group, but he thinks this is a setback on its way to higher levels. He can see 30%-40% ahead from here.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
BUY CR-T Crew Energy Inc. Market Call (BNN TV) 2014-07-29 $10.010

Likes management. In terms of natural gas exposure, he would put this as number 4 or 5 in terms of companies to own for natural gas exposure. Has done a great job. Good assets, good management, good geological prospects and a good team. A good one for this sector.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-07-29 $25.710

Topped out in 2000 at about 18X its Book Value and then has spent 10 years in the wilderness. Gradually all that equipment that was installed back then is getting technologically old and is needing to be replaced. In the meantime we have Cloud computing coming on strong, and this company is superb in the hardware area there. Yield of 2.96%.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK CSS-T Contrans Group Inc Market Call (BNN TV) 2014-07-29 $15.200

TransForce (TFI-T) has an offer in to buy this and it is board approved. Transforce stock went up 10%. It’s $0.30 accretive to earnings, which at a 15X multiple is worth almost $5 to Transforce stock. Everybody loves this deal, which by default means it is a bad deal for Contrans. This stock, at $15 with a 15X multiple on next year’s earnings, is an $18 stock without a takeover. This is at the economic stage where earnings will start to ramp up. Yield of 3.97%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
STRONG BUY CSU-T Constellation Software Inc. Market Call (BNN TV) 2014-07-29 $257.250

This has been a great stock performer. Even though revenue has gone from about $200 million to billions, the number of shares outstanding has been unchanged for 10 years. When you can grow without diluting your shareholders, it is brilliant. CEO owns $300-$400 million in stock. Now starting to do larger acquisitions. They have the ability to do third-party financing, where other people take the risk and they share in the profits. This is one of those great companies that you buy and 5 years later you will be happy.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY CUS-T Canexus Corp Market Call (BNN TV) 2014-07-29 $4.780

Had this as a C+ rating, but lowered it to a C, which is a “Don’t Buy”. Not attractive on very many matrix right now. They cut their dividend. Diluted shareholders quite substantially this past year. Had cost overruns on some of their projects. Better to wait until all the problems are fixed. Any time a company cuts its dividend, the remaining dividend is always suspect.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK D.UN-T Dream Office REIT Market Call Tonight (BNN TV) 2014-07-29 $29.230

The stock has been unfairly hammered by the market and has very nice upside potential. Yield of 7.66%.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY DFN-T Dividend 15 Split Corp. Market Call (BNN TV) 2014-07-29 $11.990

(Market Call Minute.) Doesn’t see the point in paying a management fee to own 15 financial stocks. Just buy the banks yourself, save the fee and you’ll be fine.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY DHX-T DHX Media Market Call (BNN TV) 2014-07-29 $6.900

A great example of a management team that have spun out and done it all before. They are now picking out libraries like Teletubbies and forming timeless content for children. This is great, because there isn’t a language issue as it is very easy to dub these into other languages. The value of their library is probably higher than what people are giving them credit for. This is a 5 year timeframe, where they will build up their library and ultimately decide to sell it to big media enterprises. Good company and very well-managed.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY E-T Enterprise Group Market Call (BNN TV) 2014-07-29 $0.900

(Market Call Minute.) Same sort of scenario as Petrowest (PRW-T). Small Company in the oil/gas contracting engineering space. Stock got beat up because they missed earnings, but thinks in the long term it is fine.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2014-07-29 $23.930

Probably his least favourite stock in the oil/gas sector prior to the PrairieSky IPO. Did an asset spin out that created a lot of value. That stock is now running and you are back to the parent company. They cut their dividend and were having a hard time growing. It is just a low growth scenario with a low dividend. Has disappointed for 10-15 years. There is no need to own this.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY EFN-T Element Financial Market Call (BNN TV) 2014-07-29 $14.430

(Market Call Minute.) Huge deals that they’ve done over the past couple of years. Fabulous management team. The cycle is perfect for them.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY EH-T Easyhome Market Call (BNN TV) 2014-07-29 $23.490

One of those “under the radar” companies that is doing really, really well. Have 2 divisions. A “rent to own” in furniture, but their big growth division is Easy Financial, and this is where the stock has done so well. Easy Financial offers short-term loans to customers and the growth rate has been phenomenal. They have the locations in place and they have a captured customer base. A very natural cross sell to offer their existing customers more money in terms of loans. Solid growth, solid company and good market niche. Well-managed.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
TOP PICK FSV-T Firstservice Corp Market Call (BNN TV) 2014-07-29 $59.430

A residential management company. They operate residential services, manage condos and look after things like security, concierges, etc. Just reported earnings showing a 16% revenue boost, 32% EBITDA boost. Instituted a dividend a couple of years ago. Still run by the founder who still owns lots of stock. Nobody talks about it, but just a very solid company. Yield of 0.73%.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK FSZ-T Fiera Sceptre Inc. Market Call (BNN TV) 2014-07-29 $12.500

(A Top Pick in June 21/13. Up 21.06%.) Still likes. Stock has been a little quiet recently. Did a couple of US acquisitions, and a lot of people were excited about their potential rolling into the US. It is one of those companies where slow and steady is the name of the game. Pays a nice dividend. Up to $85 billion in assets. Earnings growth is good. A solid, long-term keeper in the asset management space.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY GCL-T Colabor Group Inc. Market Call (BNN TV) 2014-07-29 $3.850

(Market Call Minute.) Cut their dividend. There are lots of margin pressures as costs are going up. In the restaurant service business. No need to own it.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2014-07-29 $25.450

This is getting expensive from his Fair Market Value calculations. Has a target of $28-$29, which would carry it up to about 2X Book Value, which is all that the market is going to give you. This is a tired conglomerate. When that happens, the conglomerate starts breaking up and releases all kinds of phenomenal value.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2014-07-29 $11.620

Hasn’t been that impressed with this company over the past few years, but they have turned things around significantly. Primarily because zinc is starting to move, this company is looking much, much better. In terms of production and leverage to zinc, he thinks it is viable now, and more so than it has been in quite some time. Thinks there is going to be a shift toward more cyclical companies, and metal companies should get the benefit of that.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2014-07-29 $11.620

Stock has done brilliantly well and probably goes higher. Fair Market Value, as he measures it, is about $18. However, there is some pretty stiff resistance at around $15. If this bull market has legs, then he thinks this is going to do well for you.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
COMMENT HLF-T High Liner Foods Market Call (BNN TV) 2014-07-29 $25.000

A fine company that has done a very good job with their acquisitions. Earnings growth is looking much better these days. The dividend is looking better. A name that is heading to new highs, but doesn’t get much attention. A solid, consumer company.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
COMMENT HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2014-07-29 $5.040

Doesn’t cover this, so his knowledge is not that deep. Have good dividends, good growth and a good management team. Have done some good acquisitions. The sector itself looks pretty good. Oil/gas companies, with the renewed pricing of oil, are starting to spend more. The service sector is looking good. One of those where it is a nice small company at the right time in the right sector, and gives you a dividend while you are waiting.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
PAST TOP PICK IMG-T Iamgold Corp Market Call Tonight (BNN TV) 2014-07-29 $4.110

(A Top Pick June 10/13. Down 22.63%.) A recovery in a stronger gold environment is quite large, so he is holding all his positions.

Ross Healy NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY IPG-N Interpublic Group of Companies Inc. Market Call Tonight (BNN TV) 2014-07-29 $20.540

This has had a great run, but he thinks their run is pretty much over. His Fair Market Value is $21, and runs into very stiff technical resistance at $21.50. Quite expensive on a Price-To-Book basis at about 4X.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT K-T Kinross Gold Market Call Tonight (BNN TV) 2014-07-29 $4.470

Very cheap and is forming a nice bottom. The bad news is that until we get better bullion pricing, the stocks really can’t take off. If we do get better bullion pricing, these stocks will take off like a rocket.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK KBL-T K-Bro Linen Inc Market Call (BNN TV) 2014-07-29 $38.630

(A Top Pick in June 21/13. Up 20.16%.) They get 10 year laundry contracts from government agencies, hospitals, prisons, etc. They build a facility, get the contract and run that through, and just take a cut of the profits along the way. Likes the long-term stability of the company. If the economy is going to roll over you want to own this company for their dividend and revenue visibility. 3.1% dividend yield.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
BUY KEY-N Keycorp Market Call Tonight (BNN TV) 2014-07-29 $13.610

By and large US banks are quite cheap. There is still a holdover from 2008-2009 where there were some issues. The longer that time goes on, the longer interest rates stay low and the longer these companies get rid of and restructure their balance sheets, the better is their outlook. They all have good upside potential of 50%-70%. It is a question of when the market is going to be a little more relaxed about the stocks and freely buy and recommend them again.

Ross Healy NORTH AMERICAN - LARGE BULLISH Unknown View
STRONG BUY LGT.B-T Logistec Corp Market Call (BNN TV) 2014-07-29 $36.050

(Market Call Minute.) Terminal operator. Great company and good cash flow. Good valuation. Definitely a Buy.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
DON'T BUY MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2014-07-29 $32.770

Possibility of Bell (BCE-T) taking over this company? His gut instinct says No in that the CRTC might not allow it. Looking at this company on its own merits, his Fair Market Value calculation is about $37-$38, about a 15% upside. When he buys a stock, he likes to see a lot of potential and 15% is not very much. There is a lot of overhead technical resistance at about $33.

Ross Healy NORTH AMERICAN - LARGE BULLISH No View
COMMENT MNW-T Mitel Networks Market Call (BNN TV) 2014-07-29 $11.630

He did cover Astro, which merged with this company. Hasn’t yet picked up coverage of the new company, but the combined combination company is quite attractive. Valuation is very good right now. Solid balance sheet. Have lots of European exposure, which is getting much better. Good products and good cash flow. Still very, very cheap on a comparable basis to a lot of tech companies.

Peter Hodson CANADIAN SMALL & MIDCAPS BULLISH No View
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