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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
  
COMMENT GE-N General Electric Market Call (BNN TV) 2014-10-28 $25.880

This is getting more positive coverage right now in the press. However, it doesn't do it for him. There are better names that are more focused that he prefers. If you are there for the dividend, continue to hold.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2014-10-28 $25.880

If this company starts going up and the small caps go up, that is a positive sign. This is a significantly seasonal time for this company, and we should start to see it leading the way. Industrials have just started to pick up a little bit. The chart shows this company has been off its support line.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
TOP PICK GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2014-10-28 $113.450

Believes this company is reporting tonight. They have the hepatitis C drug, followed by a newer version. The 2nd version is selling like crazy within 95%-99% success rate. Making $25 billion in revenue. Very strong name. This is one that you should pick at. Maybe 1% today, watch the earnings tonight, and then do the other half tomorrow.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
COMMENT GS-T Gluskin Sheff and Associates Market Call (BNN TV) 2014-10-28 $27.770

Probably Canada's best private client wealth manager. There are a couple of advantages with respect to what they do. There is a lot of CRM legislation coming down the road, which is going to adversely affect a lot of the big mutual fund companies. This will require a full disclosure of fees and a possible ban on trailer fees. This is not the model that this company works with. They took a more conservative approach in the last couple of months, and have done a pretty good job. The stock has declined about 20% in this recent decline. He would still be interested in owning this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
WAIT HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2014-10-28 $8.760

Metals tend to wait a little for the market to pick up a little bit and some conviction in the economy. Also, emerging markets tend to have a seasonal period that starts later on in November, a little bit later than the broad Western markets. So companies like this will actually start performing well at about that time. It might start earlier, but right now there's no sign of that happening.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
COMMENT HVPW-N US Equity High Volatility Put Write Fund ETF Market Call (BNN TV) 2014-10-28 $23.840

This takes advantage of high volatility where premiums expand on option writing. Can certainly do very well in providing a high level of income, but he thinks there is a certain amount of time decay that happens over time. So you have to be very careful.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
PAST TOP PICK IEF-N iShares 7-10yr Tr. Bond E.T.F. Market Call Tonight (BNN TV) 2014-10-28 $105.430

(A Top Pick May 14/14. Up 2.95%.) Bonds tend to do well from May into October. This is still in an uptrend and, from a seasonal basis, can perform well until the end of the year.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC No View
WAIT LUN-T Lundin Mining Corp. Market Call Tonight (BNN TV) 2014-10-28 $5.260

Metals tend to wait a little for the market to pick up a little bit and some conviction in the economy. Also, emerging markets tend to have a seasonal period that starts later on in November, a little bit later than the broad Western markets. So companies like this will actually start performing well at about that time. It might start earlier, but right now there's no sign of that happening.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
WAIT RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-10-28 $32.120

Metals and mining sectors usually pick up in the latter part of November. The chart indicates it is still in a down trend and has a little ways to go before reaching its support level.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
DON'T BUY S-T Sherritt International Corp. Market Call (BNN TV) 2014-10-28 $2.690

A leverage play on nickel prices. Lowered the amount of production coming out of the Madagascar mine, and pushed out and lengthened the life of the mine. Also, the ban on iron ore in Indonesia affected the price. There will be a lot of torque to the upside when nickel prices get back on firm ground. Believes there are better names and better sectors to be.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
HOLD SBUX-Q Starbucks Market Call (BNN TV) 2014-10-28 $77.050

Reporting in the next little while. Over 5 years, it has done very, very well and there is no reason to think that this won't continue.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Yes View
COMMENT SU-T Suncor Energy Inc Market Call (BNN TV) 2014-10-28 $39.000

The problem that most Canadians have had is that 20%-30% of the TSX composite is made up of energy and commodities. You shouldn’t have to pay that much as far as multiples expanding and going up and down. Very cyclical. Nobody seems to know when to sell these. Doesn't feel it is a buy-and-hold.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Unknown View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-10-28 $39.000

Suncor (SU-T) or Crescent Point (CPG-T)? Two totally different stocks. We might still see oil production pushing down here a little bit, but that will take a little while for it to roll through. He looks at this from a seasonal perspective. If the oil sector really starts to ramp up here, you are going to get more bang for your buck out of Crescent Point. Because the energy sector is out of its seasonal period, he would be going with a more defensive oil play, which is Suncor.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
COMMENT TIF-N Tiffany & Co. New Market Call Tonight (BNN TV) 2014-10-28 $94.740

This would have a seasonal pattern similar to the retail sector, which tends to do well coming into Black Friday. Most diamonds tend to be consumed at this time of year. You want to get in before that starts to happens, before consumption starts taking place. Technically that would be right about now. Chart shows it is heading down so he would wait until it showed some signs of strength. Seasonally, this would be the period for that.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
COMMENT TKM-T Tekmira Pharmaceuticals Market Call Tonight (BNN TV) 2014-10-28 $20.210

This company works on Ebola treatments. A stock like this is driven by news. There is seasonality to biotechs from June 23 to September 13, but in this case there is too much news going on.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
HOLD TXF-T First Asset Tech Giants CC ETF Market Call (BNN TV) 2014-10-28 $11.980

The reason most people buy this is that they are looking for another source of dividend income. He likes this vehicle. It takes advantage of all the moving parts within the volatility. Technology sector changes constantly.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Unknown View
TOP PICK UPS-N United Parcel Services Market Call Tonight (BNN TV) 2014-10-28 $102.900

The seasonal period is from October 10th to December 8th. This trade has worked 93% of the time and produced an average return of 8.1% since 2000. You don't want to wait until Christmas to exit; you want to get out before. Right at the peak when the whole delivery system occurs, around December 8th.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC No View
PAST TOP PICK WETF-Q WisdomTree Investments Market Call (BNN TV) 2014-10-28 $11.510

(A Top Pick Nov 6/13. Down 24.6%.) This is the ETF manufacturer, so they do a lot of ETF's. He got stopped out of this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
COMMENT WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2014-10-28 $31.420

Airlines are part of the transportation sector, which tends to do well from October into November. There have been a lot of things happening in the airline industry including Ebola, currency, oil prices, but airline stocks have actually done quite well. Seasonally the transportation sector will be fading away in a few weeks time. Well-run company and is performing quite well. Have a lot of things going for it. Have increased baggage fees and fuel costs have dropped substantially. If it starts to underperform in the next few weeks, he would pull out.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Unknown View
TOP PICK XLI-N SPDR Industrial E.T.F. Market Call Tonight (BNN TV) 2014-10-28 $54.640

This never really blows away the S&P 500, but it beats it on enough of a basis that it makes sense to do a trade. Typically you would get in now and hold it until at least the end of the year. From October 28th to the end of the year, it is up about 88% of the time, and has produced a 6% average return from 1990 to 2013.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Yes View
PAST TOP PICK XLP-N SPDR Consumer Staples ETF Market Call Tonight (BNN TV) 2014-10-28 $46.200

(A Top Pick May 14/14. Up 5.43%.) This underperformed as the market was going up, but has actually done quite well and outperformed the S&P 500.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC No View
BUY XPF-T iShares S&P/TSX N.A. Preferred Market Call (BNN TV) 2014-10-28 $19.740

A lot of interesting things have happened in the preferred share market in Canada and the US. Composition has been changing, and there has been more inventory to choose from. He prefers Horizons Active Preferred (HPR-T). He is just there to collect a reasonable dividend and not looking for any major growth. This one is fine and has the US side as well.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
TOP PICK XRT-N SPDR Retail ETF Market Call Tonight (BNN TV) 2014-10-28 $87.400

This is a retail ETF. Well diversified by holding approximately 1% in each of the retail companies. This is the time of year when you want to be in retail stocks, because the big event for retail is Black Friday, and you want to be in about a month ahead of time, and you want to Sell at about that time. Last year the retail sector underperformed right after Black Friday.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING OPTIMISTIC Yes View
SELL YHOO-Q Yahoo! Market Call (BNN TV) 2014-10-28 $45.870

If he owned, he would move off the name. A lot of people held the name in anticipation of the Alibaba (BABA-N) spinoff. Thinks the competition is just too much.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY No View
COMMENT ZEB-T BMO Equal Weight Bank ETF Market Call (BNN TV) 2014-10-28 $23.910

With this you are buying a straight up ownership interest in the major 6 banks and you receive the dividend payment. A very simple ETF with no financial engineering.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Unknown View
COMMENT ZWB-T BMO Covered Call Cdn Banks ETF Market Call (BNN TV) 2014-10-28 $17.410

This one writes covered calls against its position, i.e., selling a Call where you receive income. The problem is you're selling away future gains. He would prefer the ZEB.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs BEARISH on ENERGY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-27 $0.020

There will be a cold war between fracking in Canada and OPEC.  For the next year or so there will be playing back and forth.  OPEC has said they are okay with oil in the $80-$100 range.  In Canada, you have to cut costs, and be sure of your cap-X.  A lot of the production in the world will not be profitable.  He added SU-T on the weakness to client portfolios.  ZEO-T yields 3.4% and on a risk adjusted basis, you get a better quality dividend than the banks.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-27 $0.020

Markets.  When you look at longer term value in oil stocks you have to look at this as a pullback and a buying opportunity.  Fundamentally nothing has changed in the last 5 months except punishing Russia.  The US is suppressing world oil prices.  Forecasts are $70 for the next year or two for oil prices.  Accumulate on weakness, not run for the sidelines here.  Speculators are still very long oil.  The price should not stay below $80 for long.  If we get the pipelines going east/west we can sell our oil more easily on world markets and get the price and this will benefit Canada.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-10-27 $0.020

Educational Segment.  How to Play the Energy Sector.  ZEO-T, HXE-T, CLO-T, and XEG-T are the 4 ways to play the energy sector.  OXF-T and HXE-T do a covered call overlay, offering two more ways.  Equally weighted ETFs usually outperform market weighted indexes.  Covered call ETFs usually give you about 2 percentage points more than the others.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-27 $0.020

Markets.  He saw a lot of investors selling because the market was down.  Then people said the market was down because oil was down.  Two weeks ago was ridicules, just full on fear.  There were opportunities.  This quarter doesn’t matter.  It is the next 5 years that matter.  There is a lag effect of 6 to 9 months for the oil price to affect markets.  If oil prices stay low for any period of time it is like another stimulus to the economy.  Get a weighting in the sector that you are comfortable with.  Keep your weightings in the sector.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-27 $0.020

Markets. The recent correction was a little worse than those after 2008. This is because we have gone about 2-2.5 years without a 5% correction, which has been talked about for some time. We have forgotten how bad it can feel. Indexes are down, but if you take a look at some of the subgroups, they were down 15%-20%, and in some cases 25%. He is betting that the worst is over. If you look at the underlying US economic data, it is far too good relative to what we expected, and it is getting better. Feels this is going to propel corporate earnings, which we are currently getting, to propel the market higher. There are a number of catalysts to keep the economy and stocks moving forward. Real wages have gone up 5.5% year-over-year, as has CPI at 1.7%. Wealth has increased, mainly because of the stock market’s rise. Part of the problem is that it is an uneven distribution. At the banks, there is relaxation of lending standards as well as easing of mortgage lending standards. Lower oil prices eventually lead into the economy, giving the consumer more money.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
COMMENT AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-27 $8.680

Flights are full, fuel costs are down 20%, the pension plan is fully funded, and the economy is recovering. The only question he has is, how much better can it get. In addition to that, they have started charging for extra baggage, which is a great positive for corporate cash flow earnings. Too volatile for him. He has tended to avoid this type of stock over the years.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2014-10-27 $57.790

Don’t load up because it is a single business.  Nothing changed in the fundamental business from $90 to $50.  Valuation is not unattractive.  Raised dividend 18 times in a row on a quarterly basis.  It is a pretty good story of consolidation in the auto industry.  Potentially an acquisition target.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
SELL ATP-T Atlantic Power Corp. Market Call (BNN TV) 2014-10-27 $2.520

Downgraded on the first dividend cut and now they did it twice.  Negative on earnings growth potential as well as on management.  The cash flow is enough to support the bond so he would not be worried about them.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
BUY AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2014-10-27 $31.800

A fabulous company in terms of online gaming.  He really likes the company.  Prefers to AVO-T.  The industry is growing so fast.  They have done every single thing right in the last 4 years.  Management has 26% of the company.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-10-27 $16.590

Bank of Nova Scotia (BNS-T) or Bank of America (BAC-N)? By owning a Canadian bank you can take advantage of the Canadian dividend tax credit, which basically means a lot. Secondly, if you are going to buy something in the US, you are paying up for it, and that implies a potential exchange risk down the way.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2014-10-27 $26.440

Expecting dividend increase for the past year.  Half their business is utilities.  Business is good and they are growing fairly rapidly.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-10-27 $49.110

Doesn’t own any of the communication stocks. With all the turmoil going on in the industry and the possibility of a 4th entrant, the competition is going to be severe. He has stayed away for the past couple of years. The dividend is safe, and if you are a senior and looking for flat to modestly rising growth, you are going to get this from this company. This one would be OK.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-10-27 $10.770

He was disgusted by unexpected dividend cuts and sold his holdings. It has had quite a correction. You have to be positive on natural gas over the next 3-5 years, which he is. Feels this company will benefit from a rising tide. He prefers ARC Resources (ARX-T). 7.8% yield.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2014-10-27 $67.950

Bank of Nova Scotia (BNS-T) or Bank of America (BAC-N)? By owning a Canadian bank like this, you can take advantage of the Canadian dividend tax credit, which basically means a lot. Secondly, if you are going to buy something in the US, you are paying up for it, and that implies a potential exchange risk down the way. This is a great way of playing the Canadian economy as well as emerging markets.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-10-27 $5.130

Really got hit with the sector.  Had a good run so it was easy to sell.  Management did a good job.  At the level it is today it is starting to look interesting, but you will need patience.  It’s a question of what the sustainable growth rate will be.  The new growth rate is still sustainable.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
HOLD CAE-T CAE Inc Market Call Tonight (BNN TV) 2014-10-27 $14.860

Likes this because it is a Canadian quasi-tech story that basically feeds into global markets, both from the simulator side and from the training side.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
PAST TOP PICK CEF.A-T Central Fund of Canada Ltd (A) Market Call Tonight (BNN TV) 2014-10-27 $13.860

(A Top Pick Oct 21/13. Down 8.7%.) Feels everybody should have some gold in their portfolio. Eventually the Chinese will lead gold higher.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC Yes View
HOLD CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2014-10-27 $20.660

Earnings were pretty rough last quarter.  He puts it in the okay category.  They have a relatively good cash flow.  Prefers DHX-T.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2014-10-27 $101.320

If he were going to add a 4th position to his holdings, it would be a tough call between this and the Bank of Nova Scotia (BNS-T). If you are looking for a plain vanilla, solidly run bank, this is probably one you should own. Highly focused on domestic business. The new chairman coming in is very much focused on building up the wealth management part of the business. One of the cheapest of the bunch. Good yield.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY on WEAKNESS CPG-T Crescent Point Energy Corp Berman's Call 2014-10-27 $37.100

People are selling because they worry about sustainability of the dividend.  But you should be buying these when they are weak.  You should be more defensive when things are looking good.  You need to re-frame your thinking since that is not the case.  Oil will be volatile for the next year.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-27 $37.100

(A Top Pick Oct 21/13. Down 2.31%.) This is a company where you really have to have a 5-10 year view because, in their thinking, they want to be a very major player. They're looking at 150,000-160,000 barrels of oil a day. He thinks it can go to 200,000+. They do this by having a huge inventory of wells that can be drilled for not only primary purposes, but also where they can apply secondary recovery methods. Yield of over 7%.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC Yes View
BUY CS-T Capstone Mining Corp. Market Call (BNN TV) 2014-10-27 $2.060

Have been active in acquisitions.  Balance sheet is okay and leverage to copper and other metals is quite high.  Sector is horrible right now.  They have managed themselves quite well.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
SELL CSS-T Contrans Group Inc Market Call (BNN TV) 2014-10-27 $14.920

The market is playing right into their hands.  Thinks TFI-T will extend the bid.  TFI-T is not paying their dividends right now.  He thinks it is time to move on.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
SELL CUS-T Canexus Corp Market Call Tonight (BNN TV) 2014-10-27 $3.780

One of the low-cost sodium, chlorate and alkali producers, which is used mainly in the pulp and paper business, as well as the treatment of water. They have a small division called North American Terminals Operation, which is involved in the loading of oil into tank cars. They just lost a contract which will reduce the utilization rate by 40%, and will hit the earnings. Debt is way out of whack relative to equity. Yield of nearly 11%, and is going to go down.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC No View
HOLD DHX.B-T DHX Media Market Call (BNN TV) 2014-10-27 $9.030

They did a lot of things right.  Managed the process well and made good acquisitions.  A well run company by executives that have done it before.  Analysts tend to be conservative for their own sake when the company goes up like this.  Let it ride.  It is a very good company.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
HOLD EIF-T Exchange Income Market Call (BNN TV) 2014-10-27 $19.280

They have gone debt free and basically said they will never make the mistake again of having one company too dominant in their portfolio.  The dividend is massively safer than it was two weeks ago.  It was getting rather risky then, but they got out of it very nicely.  Hold for the income.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
DON'T BUY FCR-T First Capital Realty Market Call (BNN TV) 2014-10-27 $18.240

Grouped with REITs, but not technically a REIT.  Good track record.  Revenue is relatively safe.  Staple industries are anchors.  In a recession they will do better, but interest rates will impact them significantly.  Dividend is secure, portfolio is diverse, but not one he would invest in.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
PAST TOP PICK FSV-T Firstservice Corp Market Call (BNN TV) 2014-10-27 $61.570

(Top Pick Oct 25/13, Up 44.76%) One of the best run companies he looks at right now.  It is real estate services and they don’t need a lot of capital. 

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
PAST TOP PICK FSZ-T Fiera Sceptre Inc. Market Call (BNN TV) 2014-10-27 $11.810

(Top Pick Oct 25/13, Down 8.17%) He still recommends it.  They made two acquisitions that look good and they raised their dividend.  No one has really heard of them.  People just weren’t paying attention. 

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2014-10-27 $24.720

This is a great long-term Hold. A fine company that is well run. They are going to have major increases in production over the next 2-3 years, 1.6 million ounces going up to 3 million. Have their costs under control.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC Yes View
TOP PICK GC-T Great Canadian Gaming Corp Market Call (BNN TV) 2014-10-27 $19.100

Does not get a lot of attention.  16-17 casinos in Western Canada.  Earnings up more than 50% last quarter.  Great moves on the capital structure side.  They did a lot of share buybacks because they have too much cash flow.  In BC it is a regulated industry.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN No View
PAST TOP PICK HCG-T Home Capital Group Market Call (BNN TV) 2014-10-27 $53.000

(Top Pick Oct 25/13, Up 37.35%) They have done nothing, but the right thing.  ROE is very high.  Raised their dividend when markets were down.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
WEAK BUY HNL-T Horizon North Logistics Market Call (BNN TV) 2014-10-27 $4.620

Their dividend is high, but the quality of their earnings is not what it used to be.  Earnings are slipping.  He cut its rating to C+ which is to buy it with reservation. They have customer concentration risk, so it is riskier.

Peter Hodson CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
BUY HR.UN-T H&R Real Estate Inv Trust Market Call Tonight (BNN TV) 2014-10-27 $22.220

The argument against this and other REITs and interest-rate sensitive stocks, was during the interest rate scare. Although interest rates might be going up, so do rents and therefore the cost of borrowing is offset by increased rental revenues.

Peter Brieger NORTH AMERICAN - LARGE OPTIMISTIC Yes View
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