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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 TGO-T TeraGo Inc. Market Call (BNN TV) 2015-03-25 $7.400

Originally a pure connectivity play.  They acquired a company recently and are now cross selling to the acquired company’s customers.  It could cause the stock to double at some point.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
DON'T BUY TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2015-03-25 $55.870

Stock vs. Stock.  ENB-T vs. TRP-T.  TRP-T has challenging projects.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
DON'T BUY VSN-T Veresen Inc Market Call (BNN TV) 2015-03-25 $16.300

In the energy space, people are hiding in the mid-stream names.  He is not keen on this one.  He has a small short position.  They can sustain the dividend on the current level of business, but if volumes shrink in Western Canada, then this one could have some trouble.  He has no long positions in this space.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
DON'T BUY WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2015-03-25 $14.310

Great company, management and assets.  He exited all his energy relatively early in the fall.  Because of its producing assets it has a manageable payout ratio.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY WEF-T Western Forest Products Inc. Market Call (BNN TV) 2015-03-25 $2.050

He did extremely well in the space in 2010-2012 and then pared back.  The housing market is well along in the cycle and Canadian companies may be facing anti-dumping tariffs in the US.  He thinks the cycle has played out.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
COMMENT WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2015-03-25 $29.600

The airline industry has gotten a lot better in Canada and the US.  Load factors are a lot higher.  Fuel is much cheaper.  Fuel surcharges are still on the ticket and now baggage charges.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
HOLD XOM-N Exxon Mobil Market Call Tonight (BNN TV) 2015-03-25 $84.860

In the US if you are going to be in oil and gas the majors are the way to do it.  This is not a bad way to wait it out.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
SELL YHOO-Q Yahoo! Market Call Tonight (BNN TV) 2015-03-25 $44.200

It finally paid off with the BABA-N deal and he thinks you should have taken your money and run.  He does not believe the yahoo search business is that easy to turn around. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-24 $0.020

Markets.  The US is better than Canada, not fabulous, but better.  When people have jobs they spend money and when they spend money they drive the economy.  He is not seeing any inflation in the US, well under 2% not counting energy and food.  There is no increase in wages so someone is making money.  Canada is not so good.  The employment picture is mediocre and the oil price thing will affect the west.  The low dollar should help Ontario and Quebec but we have yet to see it spill though.  With regards to currencies, they always over shoot.  $.82-$.84 is the correct range for the Canadian dollar right now.  You have to pick stocks individually.  A lot of REITs have yields of 6% and yet the treasury pays .75%, so if it goes up, does anyone really care?  There is too much fuss about not very much.

David Baskin NORTH AMERICAN - LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-24 $0.020

Markets.  Nothing is really happening in the markets.  It is at a high and it will probably stay there. As energy goes up, we get an advantage over the States.  Dabbling is fine.  The possibility is that Iraq winds down.  The US frackers will find better ways of producing as time goes on, so they are not worried.  Canada is more on the war front.  If you have no energy stocks at all then you should be looking at some.  You should only have so much for now and don’t try to time the market.  He likes Biotech and mid-caps in Canada. 

Michael Smedley CANADIAN BULLISH on HEALTH CARE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-24 $0.020

Nat Gas prices.  Gas has smaller moves than oil.  Nat Gas’s price in North America is more insulated from the rest of the world than that of oil.

Michael Smedley CANADIAN BULLISH on HEALTH CARE _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-24 $0.020

Gold.  He favours holding gold because of the world’s problems.  He always has something.  The larger ones have a harder time growing, however.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-24 $0.020

Cera Operations IPO.  The sector is hot.  They have about 10 brands.  They will sell off some of them.  They have various wizards in the area of turn-arounds.  It will go like hot cakes.  If you could buy some shares opening day then buy a few.  He probably will get some for the fund.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
COMMENT ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-03-24 $31.910

The stock got massacred.  They are in Alberta and people think no one there will buy a car or truck again, which is unlikely to be the case.  Car sales are going to go down and people are putting off maintenance.  But ACQ-T has dealerships all across Canada, so he thinks it has been oversold.  Growing by acquisition can be done by good management and it becomes a good strategy but if you are overpaying and there is no barrier to competitors then you are just a ‘me too’.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2015-03-24 $31.910

(Top Pick Mar 31/14, Down 47.27%) It is probably just the situation in Alberta and out west.  He sold at $90 because it became too big in his portfolio.

Michael Smedley CANADIAN BULLISH on HEALTH CARE No View
BUY ADN-T Acadian Timber Corp Market Call (BNN TV) 2015-03-24 $17.860

It benefits from the increased housing starts.  It is illiquid.  5% dividend.

$20 David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY ARE-T Aecon Group Inc Market Call (BNN TV) 2015-03-24 $11.390

Two or three bad quarters in a row.  They have to compete for bids, and so have to bid finely and can’t always build the project for what they bid.  It is a tricky sector to play.  None of these companies have done very well.

David Baskin NORTH AMERICAN - LARGE SELECTIVE No View
PAST TOP PICK ASG-X Aurora Spine Market Call Tonight (BNN TV) 2015-03-24 $1.350

(Top Pick Mar 31/14, Down 70.59%) It went up and then went down.  It is competing with 10 or 12 others.  It will be much better later.  The original run up was just speculation.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
DON'T BUY BNE-T Bonterra Energy Corp Market Call (BNN TV) 2015-03-24 $34.610

He is zero weighted in Canadian energy stocks.  There are a number of cognitive mistakes people make about stocks that have gone down this much.  Just because an energy stock has fallen to half it does not make it a bargain.  There is a lot of oil in storage and demand is not growing as fast as in past economic recoveries. 

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
HOLD CCT-T Catamaran Corp Market Call Tonight (BNN TV) 2015-03-24 $61.960

It seems to be holding in alright.  It is still very much intact.  It probably needs re-stimulating in some way because the story is a bit stale now.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Unknown View
HOLD CHW-T Chesswood Group Market Call Tonight (BNN TV) 2015-03-24 $11.900

It is safe.  It is one of the smaller cap stocks that is in financial services.  It is Ontario based.  Dividend is 6.5%.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-03-24 $85.560

They should stop having derailments.  Because no one can build pipelines any more.  Oil by rail is the driver.  Prices have come up for these stocks.  The advantage of rail costs over truck costs has diminished.  He owns CSX-N and thinks CP-T is a better bargain.  Stay away from Canadian railroads.

David Baskin NORTH AMERICAN - LARGE SELECTIVE No View
DON'T BUY COKE-Q Coca-Cola Bottling Market Call (BNN TV) 2015-03-24 $108.880

Do I want to bet against Warren Buffet?  Sugar and fizzy water?  Will it sell to Millennials?  An unbelievable track record of making money for 100 years.  He prefers Doctor Pepper.  70% of profits of COKE-Q are from outside of the US and the high dollar de-values their profits.  Doctor pepper is more domestic.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY CPH-T Cipher Pharmeuticals Market Call Tonight (BNN TV) 2015-03-24 $12.790

Has some zip to it.  Long term it should do well.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Unknown View
TOP PICK CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2015-03-24 $13.470

A 6.69% dividend.  He doesn’t care if interest rates go up a bit.  It is owned by the Sobeys family.  They expanded to Western Canada so there is more growth coming to them.  The terrific dividend is probably still going to grow in 2015.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
HOLD CS-T Capstone Mining Corp. Market Call Tonight (BNN TV) 2015-03-24 $1.260

Copper’s move could be sustainable.  But CS-T is a little too steady as it goes so not his first choice.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
DON'T BUY CSCO-Q Cisco Market Call (BNN TV) 2015-03-24 $28.000

The backbone of the internet.  Their products can be replaced by new and better hardware.  They will have more competitors than in the past as software can do a lot of what they do.  It is a value trap.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT CTY-T Calian Technology Market Call Tonight (BNN TV) 2015-03-24 $18.400

Technology solutions into government situations.  Probably some day someone will want to take them out.  It is very chopping and he probably could not time it to trade it.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Unknown View
BUY CU-T Canadian Utilities Market Call (BNN TV) 2015-03-24 $41.470

It pays and increases a good dividend.  Valuation will not grow substantially.  It is very stable and profitable.  This one is how you get rich over time.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2015-03-24 $85.960

He has held it for a long time.  He is contemplating adding to it again.  It is a Valiant want-to-be.  It will have to get into bigger acquisitions.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
HOLD DH-T DH Corporation Market Call Tonight (BNN TV) 2015-03-24 $38.760

It did a tremendous thing in stepping into a banking software solution in the US.  It is going through a bit of a consolidation.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Unknown View
HOLD DHX.B-T DHX Media Market Call Tonight (BNN TV) 2015-03-24 $8.690

He isn’t selling.  It has been a big winner.  Hang in there.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
TOP PICK ESRX-Q Express Scripts Inc Market Call (BNN TV) 2015-03-24 $84.060

It’s like a buyer’s group.  They are a toll road for drugs, getting profit off a spread between the usual price and a lower one they negotiate based on the bulk they are dealing with.  The payout ratio is small so it can go up a lot.  You don’t care who has the best drug.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK GM-N General Motors Corporation Market Call (BNN TV) 2015-03-24 $37.850

(Top Pick Mar 10/14, Up 7.38%)  Light trucks and SUVs are going nuts in the US and that is where the auto makers make their money.  Still a good buy.  There are a lot of new cars being sold as the fleet gets replenished.

$40-$50 David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
TOP PICK GS-N Goldman Sachs Market Call (BNN TV) 2015-03-24 $191.280

It is probably the best investment bank in the world, and they passed their stress test so they could increase their dividend.  He also expects share buy backs.  Buying back shares when at book value is a very good use of capital.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2015-03-24 $8.840

(Top Pick Mar 31/14, Up 67.42%) It is going on steadily and impressively.  It will continue. 

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
PAST TOP PICK HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2015-03-24 $23.340

(Top Pick Mar 10/14, Up 10.44%) A very high quality REIT.  Build a building, lease it for 20 years, mortgage it for 20 years and lock everything in.  It does not matter what happens to interest rates.  It is a very sound, conservative pick.  They had a stumble in Calgary in 2008 but they got through that and the building is fully leased.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY IFA-X Ifabric Corp Market Call Tonight (BNN TV) 2015-03-24 $3.300

It is very unusual.  It has a bit of a Lulu Lemon touch to it.  It is not getting a lot of attention.  Intimate apparel and chemical products for the textile industry. 

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
WEAK BUY INTC-Q Intel Market Call (BNN TV) 2015-03-24 $30.790

Great company, a pioneer of the Internet.  Gets fairly seen as a one trick pony.  Prefers QCOM-O.  But INTC-O is not a bad company.

David Baskin NORTH AMERICAN - LARGE SELECTIVE No View
BUY KPT-T KP Tissue Inc Market Call (BNN TV) 2015-03-24 $16.220

Makes toilet paper.  Demand is not going away.  The stock is not a huge trader, never put in a market order.  He likes the company’s long term prospect.  This is a competitive industry, but the dividend is good and he thinks you can make money on this.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK LMNR-Q Limoneira Co Market Call Tonight (BNN TV) 2015-03-24 $23.070

This is the Sunkist of Lemons.  They are now using their fabulous real estate holdings for lemons.  They are buying into a look-alike situation in Chile. 

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
DON'T BUY MFI-T Maple Leaf Foods Market Call (BNN TV) 2015-03-24 $23.600

A big buy back yesterday.  It is better than it has been.  Meat packing has been a very low margin business.  He is not enthusiastic about the company.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-03-24 $134.310

There is still value here.  Because they are big in the Euro zone you get the advantage of the low Euro which their costs are in.  Historically stocks bought before a split get a momentary boost, but it is not durable.  It you are long term it has little effect. 

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK NOT-X Noront Resources Ltd. Market Call Tonight (BNN TV) 2015-03-24 $0.485

He has been in it for a long time.  It is the only minable deposit of chromite in North America.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
PARTIAL SELL PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-03-24 $1.420

A lot of people have liked it and it took off like a rocket.  He is cautious about these because they come down as fast as they go up.  The business does not have scale and it is difficult to see if it is will have an impact over time.  Be cautious.  Take some money off the table.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2015-03-24 $1.420

It has very accretive revenues.  The hospital system in the US is trying to push people out into the homes to get treatment.  PHM-X is very good at consolidating.  It is possible that it can go on and on.  He is not sure there are any risks unless the US adopts Canada’s health care system.  The same management team runs CXV-X.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
PAST TOP PICK PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2015-03-24 $41.050

(Top Pick Mar 10/14, Up 7.72% total return) Not a lot of commodity risk.  They are a toll road.  It is an income pick.  The price of the stock will not move radically up or down.  They are trading off yield.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY QSR-T Restaurent Brands International Market Call Tonight (BNN TV) 2015-03-24 $49.310

Wendy’s is not involved.  They are doing great things in Poland, for example.  Tim Hortons now has a chance to be Global.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Unknown View
BUY RX-X BioSyent Inc Market Call Tonight (BNN TV) 2015-03-24 $9.660

Very steady, careful accumulator of products to market in Canada in the medical field. 

Michael Smedley CANADIAN BULLISH on HEALTH CARE Unknown View
BUY SCR-X The Score Inc. Market Call Tonight (BNN TV) 2015-03-24 $0.630

He likes it.  They are very dominant in any sports related activities.  They have to keep acquiring bits of software and maybe somebody someday buys them out.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
HOLD SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2015-03-24 $3.030

It was hit hard but if you get an overall recovery you will have a winner here as long as they don’t get into trouble with over indebtedness.  Almost a 10% yield.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
SELL SU-T Suncor Energy Inc Market Call (BNN TV) 2015-03-24 $35.970

He sold the stock.  He does not really think they are making money at this price.  But it was the last one he sold.  It has vertical integration.  They are a refiner and a retailer.  If you own one, this would be it, but he doesn’t own any.

David Baskin NORTH AMERICAN - LARGE SELECTIVE No View
HOLD SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2015-03-24 $35.970

The mess should continue.  SU-T should be a core holding.  It is fairly valued here.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
BUY T-T Telus Corp Market Call (BNN TV) 2015-03-24 $42.470

The government does want to encourage competition.  But new entrants are up against 5 very well entrenched companies.  It is especially hard when everything is bundled into one package.  He likes BCE-T for income and T-T for growth.  You should own both.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2015-03-24 $19.340

They are capable of buying something but he had not heard speculation of taking out HBM-T. It would mean it was going to step up in base metals.  One of the most covered Canadian stocks throughout the world.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Unknown View
BUY TRP-T Trans Canada Corp Market Call (BNN TV) 2015-03-24 $55.840

It is difficult to build a new pipeline now, even though they are demonstrably safer than rail for moving commodities.  It is nuts to move oil by rail and eventually people should come to their senses.  If you have a pipeline you have something worth protecting.  TRP-T has a good record of raising their dividend year after year and there are great barriers to competitors.

David Baskin NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY WEF-T Western Forest Products Inc. Market Call (BNN TV) 2015-03-24 $2.060

Will probably live and die with the US housing cycle.  Housing starts for January were re-stated higher.  Housing starts are at pretty good levels.  Their costs are in Canadian dollars and they sell the product in US dollars.  It is not a bad idea to go back into this sector. 

David Baskin NORTH AMERICAN - LARGE SELECTIVE No View
HOLD WEF-T Western Forest Products Inc. Market Call Tonight (BNN TV) 2015-03-24 $2.060

It is very much China / Far East oriented.  It ought to be better.  Lumber prices are quite low right now.

Michael Smedley CANADIAN BULLISH on HEALTH CARE Yes View
DON'T BUY XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-03-24 $5.550

It tends to trade on weird stuff.  The ideas was that they would be installed in all cars and everyone would renew their contract for satellite radio forever.  However the retention rate has not been what they anticipated.  The Internet becomes more pervasive and it makes many radio stations free.

David Baskin NORTH AMERICAN - LARGE SELECTIVE No View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-03-23 $0.020

Markets.  If you go back over the last year it is about the worst in 30 years for Canada for jobs.  It is because of the oil sector.  Canada has said they will not cut rates again but if jobs keep getting cut maybe there will be another one later this year.  The Saudis are saying they will ride out the low oil prices.  It is mostly the low production rigs that are getting cut in North America.  It could be that oil stays weak longer than most people think.  The debt levels in Greece are unsustainable so they have to leave at some point, but their pride might sustain this thing for several years.  If Greece leaves the EU in a bad way it could wreak havoc.  But if they do it in a sensible way it will be okay.  It will just be a negative for financial markets.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
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