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
  
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-04-19 $65.840

He likes their positioning in the US. Thinks you can buy into any of the Canadian banks. The regulatory environment in Canada has been so good for so long. In his career, all the US banks have gone bankrupt at some point.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN Unknown View
COMMENT TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-04-19 $30.700

Made a huge acquisition and overpaid massively for it. The generic drug industry is a competitive industry. The patent is there for anybody to look at. It looks cheap, but they still have a big slug of debt from their acquisition.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN No View
COMMENT TSLA-Q Tesla Motors Inc Market Call (BNN TV) 2017-04-19 $305.520

A truly unique company. Some people look at this as a car company and some will see it as a battery or alternative energy company. In reality, it is a company that is changing the world. The cost of a battery cell a year ago was $500. Today it is $190. As the giga factory comes online, it will be $150 per cell with a clear line of sight to $100 per cell. At that time, there is no petrol-powered drivetrain that can compete with an electric drivetrain., They think they can cut costs of capital spending by half in the utility business. If they can produce 500,000 of the Model3 car, they can earn $20 a share. There are risks in this.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT UFS-T Domtar Corp. Market Call (BNN TV) 2017-04-19 $49.780

This has been quite erratic and trading in quite a wide range. He’s been seeing contraction in breadth in forest companies, so is a little cautious on this area. If he had to focus in one space, it would be on lumber which looks attractive. You can use a basket of them through the ETF Guggenheim Timber (CUT-N). Dividend yield of 4.4%.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT WLL-N Whiting Petroleum Market Call (BNN TV) 2017-04-19 $8.160

Energy started getting hit in June 2014. It got creamed in Jan/2015 when oil hit $25 a barrel. The sector bounced 75% from January last year through January this year, and then rolled over. He would say the sector is technically broken. The breadth of the percentage of stocks performing well, is contracting, meaning that money is leaving the space. Whether it is energy service, refiners or service companies, there are risks. He would be very careful.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2017-04-19 $74.070

Since the beginning of February, a lot of the most under performing stocks in the market have bounced, and a lot of the strongest stocks have had a little pullback. There are a lot of people who feel the PE multiple of the market is expensive, so a lot of investors have tried to take down the number of expensive companies in their portfolios. This is a good company, but it’s in the wrong place in the industry long-term. They will continue to be under assault from companies like Amazon (AMZN-Q). He would rather be a shareholder in Amazon.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-18 $0.020

REITs. REITs have been more stable than the broad market because of the income component. A lot of that has been aided by lower interest rates over the last 10 years. Returns for the next 10 years will not be as strong as the previous 10. There will be a little more volatility, so you want to Buy dips and Sell peaks. Focus on your yield and you will get that plus a little bit.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-18 $0.020

Market. Today’s market was definitely to the side of the downside, and Goldman Sachs was probably the big catalyst. There were pretty good results out of City, Bank of America and even Wells Fargo was okay. There were disappointing trading revenues, up only 1%, particularly in the fixed income and the commodity side. Equities wasn’t great either and that really hurt. When you look at the move in the Dow, in particular, Goldman is such a huge component in it, for 35%-40% of the move so far since the election. A huge mover. He still likes the financials and it is a good place to be, but this didn’t help.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-18 $0.020

Gold/Silver stocks that will have the biggest potential in the next 3-4 months? He would just stay with gold stocks. If we continue to have uncertainty and the US$ continues to be weak, then you want to be in gold. Silver will also benefit, but so much of what Silver produces is also zinc. It is very hard to get a pure play silver. He would stick with the larger caps.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
HOLD AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2017-04-18 $6.450

The trend that has been pushing names like this up, is the e-commerce trend. This is a fantastic company, a little pricey right now. It has done a great job of aligning itself with FedEx. There is going to be a point where that exhausts itself, which is when you can expect the price to pull back. However, there is no reason why you would want to sell a company that is doing so well and was such a good future going forward. It has brought its debt down and its earnings are very steady, and it could be very much a perpetual hold.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
TOP PICK AKR-N Acadia Realty Trust Market Call (BNN TV) 2017-04-18 $31.720

Feels the 3 top picks have probably lagged the market unfairly. In the US, all retail REITs have been destroyed. This one has been beaten up too much. It is very rare to get this REIT at a discount. It has SOHO, Brooklyn, Chicago street front retail. It is irreplaceable real estate. Trading at a discount to NAV. Dividend yield of 3.3%. (Analysts’ price target is $35.50.)

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2017-04-18 $13.670

Preferreds. The common stocks have done very well lately. They expanded into the US at the right time, which has helped provide stability. The common stock is yielding about 8%, and you may find by switching from the preferreds to the common, you get a similar yield plus upside, as opposed to the preferred which will be capped. You might want to talk to a financial advisor as some of the tax treatment might be different.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Unknown View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-04-18 $111.230

A good company. It has had some struggles of late, but in general it is really good. It controls e-commerce in China. To the extent that they can roll out any real initiative to consumers in North America. It is a very good name.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-04-18 $22.710

Just reported and results were quite good. He likes this name. The capital return story is a growth story. Banks have just had the worst possible scenario ever. Not only were interest rates low, affecting net interest margins but borrowing when the lending book was weaker and coming out of the great recession, as well as this burdensome regulation. A little less regulation would be good. This is a “go to” name.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Yes View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-04-18 $22.710

A North American bank? He would suggest Bank of America (BAC-N) for a US name, and if you want a Canadian name, then he would suggest the Royal Bank (RY-T).

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Yes View
PAST TOP PICK BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-04-18 $30.670

(A Top Pick Feb 3/16. Up 13%.) A great company, and still cheap, trading at a significant discount. When you buy this, you are buying a collection of very high quality real estate assets around the world.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
COMMENT BTB.UN-T BTB Real Estate Investment Trust Market Call (BNN TV) 2017-04-18 $4.870

An investment in this is an investment in Québec, so you have to be favourable to the Québec marketplace, which he is. One of the struggles he has with this is that when you are a small REIT, you can have high debts or a high yield ratio. In this case, it has both. However, they know the real estate market very well. If you think the Québec economy is going to continue to improve, this is a good way to do it. Dividend yield of 8.6%.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
WAIT CHK-N Chesapeake Energy Corp. Market Call Tonight (BNN TV) 2017-04-18 $5.660

Probably a name he would hold or avoid, simply because it is so highly levered. A good company. It has some good assets. If you see a sustained bull market in energy, this could be fairly attractive. However he doesn’t think we are going to have a bull market in energy right now, so this is going to be range bound. He would sit on the sidelines for the next 6 months.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
PARTIAL BUY CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2017-04-18 $6.950

This looks cheap and is attractive here, but wouldn’t go too heavily into it.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN No View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-04-18 $14.040

Feels this is fully valued. It is implementing big water floods to try and tweak the reservoir and keep the decline rate more manageable. A really well-managed company, but he doesn’t really see any strong growth or any particular reason you need to have this.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT CRT.UN-T CT Real Estate Invest Trust Market Call (BNN TV) 2017-04-18 $14.730

Holds Canadian Tire real estate as well as some of the properties. A great company. They have good growth built into their leases and a very good real estate management team. This has been flat for about a year, and is starting to look more attractive. They continue to do very well on their earnings. Many retailers have faced issues, but this is not one of them. However, if that happens, you will end up with buildings in very, very small towns.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
COMMENT CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2017-04-18 $15.740

A big fan of management and their story. People are getting older and need someone to take very good care of them, and this is a very good operator. The real estate component looks very attractive as well. The stock is fairly valued, perhaps a little bit rich, but he continues to hold at these levels. If there was a significant real estate correction, this company would be affected along with others in senior residences. 3.7% dividend yield.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
TOP PICK CUF.UN-T Cominar Real Estate Inv Tr Market Call (BNN TV) 2017-04-18 $14.730

Feels the 3 top picks have probably lagged the market unfairly. He sees an improving Québec economy, and this is the largest landlord in Québec. Management has gone through some decisions over the last 2 years that were not great, when they tried to grow too aggressively. However, they have said they are done and are now focusing internally on the company. Payout ratio is a little high, but there is some visibility in the future leases that are signed but not yet economically contributing to the income statement. If you have a 3-year hold, buying in the $14 range is going to give you a very solid yield, and it will skate through over the next couple of years. Dividend yield of 10%. (Analysts’ price target is $15.)

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
DON'T BUY D.UN-T Dream Office REIT Market Call (BNN TV) 2017-04-18 $20.140

Not a name for a yield investor even though it has an attractive yield, as it is going through a lot of transitions. He has warned about owning stocks through transition periods. A great company with great management, however when you start churning the amount of assets they have, they are selling billions of dollars of assets with a hope to redeploy them. Feels the dividend could be cut again. Dividend yield of 7.5%.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
HOLD DGC-T Detour Gold Market Call Tonight (BNN TV) 2017-04-18 $17.940

Gold has done pretty well lately with its resurgence. As a sector, it is reasonably attractive now and for the next few weeks at least, if not for 6-7 weeks or more. This company is still developing the Detour mines, so you are looking at 3 or 4 years of substandard cash flows. Doesn’t see any reason why you need to be here.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT DIR.UN-T Dream Industrial REIT Market Call (BNN TV) 2017-04-18 $8.460

Industrial markets are really hot. There is a lot of growth in rents and a lot of demand from tenants. A lot of this is coming from a push of the e-commerce world, where they need more logistics, more FedExes, etc. It will also start affecting smaller centres such as this company has, as people try to have same day delivery. The yield is very sustainable and the balance sheet is okay. Over the next couple of quarters, he is looking to see a little bit more of the transition improving economics of the revenue and rent lines. A good name. Dividend yield of 8.3%.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
BUY DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-04-18 $118.010

A really good name. Had a great run. Earnings growth, revenue growth, potential to perform well in good and bad markets. Defensive, aggressive and it is a growth stock.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN No View
COMMENT EQR-N Equity Residential Market Call (BNN TV) 2017-04-18 $64.390

This has gone through significant transactions over the last 2 years, going from the “everything” Reit in apartments, to really focusing on the coastal market. He prefers Camden Property Trust (CPT-N). The US apartment REITs have been flat, and there is a bit of concern that people will be buying houses instead of renting. This is fine for a Hold, but he wouldn’t hold your breath thinking it is going to leap up to new highs.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2017-04-18 $140.960

This has been a wonderful company. They are becoming a platform company. Has had some hiccups, but really has been a great company. You are really coming down to a core group of names in technology that are large cap, investable and stable, and this one is pretty much at the top of the pack. Huge active monthly users, engagement is really high. They still have to monetize video. (Analysts’ price target is $164.)

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Yes View
TOP PICK FCR-T First Capital Realty Market Call (BNN TV) 2017-04-18 $20.350

Feels the 3 top picks have probably lagged the market unfairly. This has lagged for a number of reasons. There is a bit of a concern on the retail market in general, but he would argue that their locations are highly resilient. They’ve had their guidance lowered a little because of some of the acquisitions they did, some developments cost a fair bit of money. However, long term, this is going to work out very well. Thinks management has got the message that they need to provide more FFO per share growth over the next couple of quarters. The previous CEO has been selling which has put some pressure on the stock, but has nothing to do with the valuation of the company. Dividend yield of 4.2%. (Analysts’ price target is $23.)

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
WATCH HCG-T Home Capital Group Market Call Tonight (BNN TV) 2017-04-18 $22.150

Has not been involved with this name. Generally speaking, when there is a name that is under pressure and their practices are called into question, rightly or wrongly he always thinks there is another shoe to fall. He would give it another quarter or so to see how the dust settles. You have to be cautious.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN No View
DON'T BUY HLP.UN-T (Dead) HealthLease Properties REIT Market Call (BNN TV) 2017-04-18 $14.190

Seniors accommodation, skilled nursing facilities, hospital outpatient accommodation, etc. The US market is much more complicated than what we are familiar with regarding their healthcare system. He has had a lot of difficulty understanding this company’s business. If large companies are having difficulty understanding these businesses, you may have the same difficulty.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Unknown View
COMMENT HR.UN-T H&R Real Estate Inv Trust Market Call Tonight (BNN TV) 2017-04-18 $23.530

A good, well operated REIT. We’ve had a transformation from very cyclical. Anything that was highly levered or high tax rate, tended to do very well in the aftermath of the election. Financials did quite well. Now with uncertainty around the Trump administration’s policies, you are seeing that swing back into defensive names. This is not a bad place to hang out for a few months at least. We might have 2 or even 3 interest rate hikes, but even that would not be substantive enough to move the needle, other than very short term.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT KMP.UN-T Killam Properties Inc Market Call (BNN TV) 2017-04-18 $13.140

Apartment REITs have done very well lately. He likes this a lot, because it has always traded at a discount to its peer group. It’s always tended to have a little higher leverage. Buying more properties in Ontario as well as reducing the debt on its balance sheet, and yet it has not received the multiple pick up. A great story for a re-rating.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
TOP PICK KORS-N Michael Kors Holdings Market Call Tonight (BNN TV) 2017-04-18 $36.900

*Short* Not a valuation call, but a call on retail, and one in particular. Even management has guided towards lower earnings, lower margins and lower revenue. Struggling from a retail perspective, and retail in general is struggling. Thinks retailers are attractive Shorts overall. (Analysts’ price target is $40.)

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Yes View
COMMENT NWH.UN-T Northwest Healthcare Property REIT Market Call (BNN TV) 2017-04-18 $10.940

A really interesting organization. You are buying healthcare assets, such as hospitals and medical treatment centres in multiple markets such as Brazil, Germany, New Zealand and Canada. That really diversifies your risk. He doesn’t own it because as a real estate guy he has trouble valuing properties in those kind of diverse markets, without really understanding what is happening in healthcare, etc. 7.3% dividend yield.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
PAST TOP PICK NWL-N Newell Rubbermaid Inc. Market Call Tonight (BNN TV) 2017-04-18 $46.270

(A Top Pick March 29/16. Up 5%.) A great company. This offers good defensive characteristics. Feels this has a lot of growth drivers in it. Merged with Jarden, which will be an opportunity for synergies.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Yes View
COMMENT O-N Realty Income Corp Market Call (BNN TV) 2017-04-18 $62.060

In the US, they have a whole group of REITs called “Triple Net REITs”. This is where they will basically go to a company and say “You own your building and I will buy it”. It gives a cash inflection, but in exchange for that you would want a long lease. Because of these very long safe leases, all the expenses are in the hands of the tenant, so it is a very safe cash flow stream, like a bond. However, we are going into a point in the interest rate cycle where you perhaps do not want to be owning a bond. Dividend yield of 4.1%.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
COMMENT ONR.UN-T OneREIT Market Call (BNN TV) 2017-04-18 $3.820

This is retail, which has seen pressure. It has done quite well. An owner of secondary, tertiary market. For example, there are some great properties in Mississauga that are very solid, but a lot of its markets are in smaller markets. It has done a strategic review and looking at whether they should put themselves up for sale, sell properties, etc. Some of their tertiary markets are quite illiquid and can be challenging. Retail is a tough game and he prefers an urban focus, larger cities and some of the street front retail.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
COMMENT PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2017-04-18 $28.860

Shares have been halted in that they are going to purchase Chevron’s Canadian assets. Chevron (CVX-N) has been a consistently really good operator. Overall that is probably a good thing. Parkland has been a good company for many years and has been a good dividend paying company.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT PLZ.UN-T Plaza Retail REIT Market Call (BNN TV) 2017-04-18 $4.930

Retail focused in smaller markets and an expert in their field. A great company, and is looking very attractive at these prices. They have a nice development they are doing in Newfoundland, which he thinks is going to be a home run.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
COMMENT POW-T Power Corp Market Call Tonight (BNN TV) 2017-04-18 $30.740

A really good company and in the right space. It is undervalued historically and now.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2017-04-18 $44.030

A great company because it is very defensive. It has basically undergone $5 billion worth of capital expenditure over the last several years, which is coming to an end now. As a pipeline company, you don’t have any direct commodity price risk. A fee for service business. It has increasing cash flow. Has bumped its dividend by roughly 5% on average for the last number of years.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Yes View
BUY on WEAKNESS PRV.UN-X PRO Real Estate Investment Trust Market Call (BNN TV) 2017-04-18 $2.300

A very small retail REIT. Management knows their real estate very well. You are buying tertiary products, think of a small town Sobey’s with a bank and the drugstore. Has a very stable kind of cash flow. It has run up, and any time this happens, he tends to be patient. There will be a time between now and the end of the year that fears of rising interest rates will come back and REITs will pull back. Dividend yield of 9.2%.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Unknown View
PAST TOP PICK RAI-N ReynoldsAmerican Inc. Market Call Tonight (BNN TV) 2017-04-18 $64.040

(A Top Pick March 29/16. Up 32%.) This received a takeover bid a number of months back. Smoking has actually not declined to the degree that you might think, and prices have held up much better than would be expected.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN No View
PAST TOP PICK RUF.U-X Pure Multi-Family REIT LP Market Call (BNN TV) 2017-04-18 $6.680

(A Top Pick Feb 3/16. Up 46%.) This got a little extra kick because of the Milestone REIT transaction. Milestone was a similar REIT, Texas apartments, and a transaction created a lot of interest in this company. It is no longer a fair value stock as it is trading closer to value now. 4.2% dividend yield.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
BUY RY-T Royal Bank Market Call Tonight (BNN TV) 2017-04-18 $95.430

A North American bank? He would suggest Bank of America (BAC-N) for a US name, and if you want a Canadian name, then he would suggest the Royal Bank (RY-T).

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Yes View
COMMENT SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-04-18 $95.810

Losing money, but expects them to turn that around in the 4th quarter. A great platform for small and midsized businesses. It has a fair number of leverages it could introduce. Any kind of enhancements to the shopping platform that retailers could use, would be attractive. Working on their mobile applications and streamlining those and making them a little more effective. Overall, he likes the name.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN No View
TOP PICK SHPG-Q Shire PLC Market Call Tonight (BNN TV) 2017-04-18 $169.640

A pharmaceutical/biotech company. It has an extremely attractive valuation, dirt cheap, trading at under 11X forward earnings. This has a really good stable of rare disease drugs that are very much untouched in the marketplace. The pharmaceutical sector has been absolutely beaten up and is becoming absolutely compelling. Dividend yield of 0.53%. (Analysts’ price target is £6100.)

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Yes View
WATCH SIA-T Sienna Senor Living Inc Market Call (BNN TV) 2017-04-18 $17.650

Has a number of seniors’ homes that they will be renovating over the next few years, and he is a little concerned about how that steps out on their financials. A well-run organization, and you are getting government pay homes as well as retirement homes giving you an anchor of stability while you are getting the growth on the retirement side as well. It has had a bit of a run, so perhaps you should wait for a pullback.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
HOLD SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-04-18 $46.950

This has had some struggles lately, mainly with its asset management division. Institutional money and redemptions have been fairly high for several quarters. All in all, it has been a pretty bright light for the company, which is sort of a surprise. Eventually it will get back on track, but it needs that catalyst to move higher.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN Unknown View
COMMENT SOT.UN-T Slate Office REIT Market Call (BNN TV) 2017-04-18 $8.230

A suburban office REIT with properties in the Maritimes as well as some in the GTA, but always in the suburban setting. Good management. He is not a big fan of suburban office. The dividend of 7%+ is safe.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC No View
PAST TOP PICK TCN-T Tricon Capital Group Market Call (BNN TV) 2017-04-18 $11.100

(A Top Pick Feb 3/16. Up 38%.) They’ve recently done an interesting transaction where they are taking over a US REIT, Silver Bay Realty, which invests in all aspects of the US housing industry. Silver Bay was a single-family rental, and this gives them scale. He really likes that deal.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
PAST TOP PICK WHR-N Whirlpool Corp Market Call Tonight (BNN TV) 2017-04-18 $168.140

(A Top Pick March 29/16. Down 3%.) A great company and has had a very strong track record up until recently. His thesis was that family formation would finally pick up. That trend really hasn’t happened. Instead we are seeing an opposite trend where people want to live in the core. He sold his holdings.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE UNKNOWN No View
COMMENT WPG-N Washington Prime Group Market Call (BNN TV) 2017-04-18 $9.340

Is the yield sustainable? Its properties are not prime, but they are renovating them. The stock is trading at less than 5X earnings, ridiculously cheap. Over this last quarter, it has shown some sharp declines. The current yield is over 11%. The yield is safe, because they have the money to pay it out, but they could cut it. He is holding this as a long-term hold. Over time, this property could be liquidated and value will matter at some point.

Derek Warren REAL ESTATE & REIT's OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-04-17 $0.020

Markets.  North Korea is not worrying markets.  Trump has shown his willingness to use aggressive force in recent weeks. The risk metrics are giving you warnings signals, but the stock market does not care.  Some key trend lines are being broken globally.  He would not want to put money to work right now.  The French election outcome could be bad for markets.  The rally is starting to break.  Gold should see resistance at $1300, but $1350 would be where we struggle.  He would sell in that range.  China has been the biggest currency manipulator for 35 years.  With Trump saying his dollar is too strong and he wants it lower it is playing the same game.  For the banks, net interest margins have improved, but the capital markets side just isn’t there.  The leadership sectors have rolled over.  He thinks some kind of correction is coming.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-04-17 $0.020

Where to put US cash to work in ETFs.  There are a bunch of ETFs with a .U after them that trade in Canada, but in US dollars.   He would wait for a pull back of at least 5% before putting money to work.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-04-17 $0.020

Why is Gold going in the opposite direction to gold stocks?  He does not agree.  Look at the XGD-T.  You have some resistance from the highs of a few months ago and will see natural selling there.  If gold gets to $1350 there is potential for more gains.  He thinks we need to break above that, however.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-04-17 $0.020

Educational Segment.  Hedging the Canadian Dollar.  Currency explains about 70% of the difference in returns between markets.  In Canada, the US$ is key.  Currency differences are caused by imports, exports and interest rate differentials.  We are range bound to 70-80 cents for the next few years.  You want to hedge when the Canadian dollar is at the low end of the scale (.73 or below).

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) 2017-04-17 $0.020

Markets.  He used to buy only companies that were very low in valuation, but this meant that sometimes he missed wonderful companies that had years and years of growth ahead of them.  So now he thinks you should have a bit of both in your portfolio.  A Company that is expensive can maintain its growth so be a good investment.  Lack of a dividend is not necessarily a deal breaker.  He never buys companies with terrible balance sheets that don’t pay a dividend.  Negative sentiment only makes you look dumb for a short time.  Don’t get wound up about themes that may not come to pass, e.g. Potash over the last few years, where the world has to ear.

Barry Schwartz NORTH AMERICAN OPTIMISTIC _N/A View
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