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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
  
BUY HAC-T HAP Seasonal Rotation ETF Berman's Call 2014-12-15 $14.540

Thinks there is a performance fee on the mutual fund.  You have to pay a premium for an actively managed fund.  7 basis points is the basic fee before the bonus and not bad.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
DON'T BUY HSE-T Husky Energy Market Call (BNN TV) 2014-12-15 $22.020

There are better things out there.  You need to be more defensive in the energy sector.  At some point oil is definitely going higher.  This one has upstream, downstream and gas stations, but he would prefer others like SU-T.

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Unknown View
WATCH INE-T Innergex Renewable Energy Market Call Tonight (BNN TV) 2014-12-15 $11.180

Great management team.  Great assets.  Long duration.  2017/18 projects will come on line and generate more cash flow.  It is probably fairly valued here.  He would buy at a lower level.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC No View
WEAK BUY KEY-T Keyera Corp Market Call Tonight (BNN TV) 2014-12-15 $69.700

Has been beaten up similar to other pipelines.  They have no exposure to crude oil.  He thinks it has been a victim of a sector wide sell-off.  Favourable management team and some of the best assets in the space.  6-8% dividend growth and in 2017/8 he thinks the space may consolidate and they would be a good takeout candidate.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
TOP PICK MIC-N MacQuarie Infrastructure LLC Market Call Tonight (BNN TV) 2014-12-15 $63.780

A favourite name.  There is significant value here.  They bought out their bulk liquids business from a partner.  6% dividend yield that will grow.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
BUY NPI-T Northland Power Inc Market Call Tonight (BNN TV) 2014-12-15 $14.690

He is surprised at the price reaction.  It is an independent renewable power company with renewable contract terms.  Dividend is covered.  They have a pretty good drip program so the payout is only 80% today.  There is a bit of an equity raise coming up.  He has a lot of respect for the management team.  You should be very happy with the yield.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
BUY OKE-N Oneok Inc New Market Call Tonight (BNN TV) 2014-12-15 $44.320

They raised their 2015 dividend guidance and the market is not giving them credit for it.  They are a US based pipeline company.  They are exposed to more commodity volatility than peers, but they do a great job of managing it.  Thinks they are being excessively punished.  They raised their guidance for 2015.  In Canada there are complications in owning this.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
HOLD PD-T Precision Drilling Market Call (BNN TV) 2014-12-15 $6.240

Likes it.  Drillers will move higher before anything else moves higher.  If LNG plants start in BC and only half the companies secure projects, then half the business will go to PD-T.

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Unknown View
TOP PICK PEGI-Q Pattern Energy Group Inc Market Call Tonight (BNN TV) 2014-12-15 $23.470

One of the more resilient business models.  Thinks the dividend can grow at 12% for the next 2 to 3 years.  Share price is volatile because of hedge fund ownership.  Thinks the stock market will eventually get the right investor base for the right valuation.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
HOLD PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2014-12-15 $36.830

Has some commodity exposure: frack spread.  But he thinks it is a very high quality business.  There is still a significant cap x program for them to drive organic growth.  When it slows down you will see more acquisitions for growth.  There is great value here.  It is just a matter of what you want to get exposure to.  It is great value.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
WEAK BUY PPY-T Painted Pony Petroleum Market Call (BNN TV) 2014-12-15 $9.930

Probably a very aggressive play.  A great balance sheet.  They increased production.  Great management.  You really need to know that this is a very aggressive play and perhaps you should be more defensive in this area.  As long as you are aware it is very aggressive.

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE No View
PAST TOP PICK PWR-N Quanta Services Market Call Tonight (BNN TV) 2014-12-15 $25.850

(Top Pick Jul 15/14, Down 25.89%)  Not a lot of energy exposure.  Two thirds of their business is electricity transmission in North America.  Confident in the management team.  Half of their oil and gas is long haul pipeline.  He is a buyer here.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
PAST TOP PICK RCD-N Guggenheim S&P 500 Equal Weight Consumer Discretionary Market Call (BNN TV) 2014-12-15 $85.440

(Top Pick Dec 18/13, Up 9.99%) At the time we were looking at more growth in economics and GDP around the world.  It is a better buy than it was back then because of the oil situation.  It is not hedged.

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Yes View
DON'T BUY RNW-T Transalta Renewables Market Call Tonight (BNN TV) 2014-12-15 $11.350

TA-T is a major shareholder and consolidates them on their balance sheet.  They will have to dilute their equity to fund the acquisition of an asset.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC No View
DON'T BUY SE-N Spectra Energy Market Call Tonight (BNN TV) 2014-12-15 $33.090

Have assets in Canada and the US.  Pipelines and gas processing.  Prefers some of the peers.  All the mid streams are on sale this week.  Good management team and great assets.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC No View
BUY STN-T Stantec Inc Market Call Tonight (BNN TV) 2014-12-15 $29.490

One of the two engineering and construction firms he likes.  You get US housing market exposure and US transportation exposure.  The stock is very attractive here.  Not much oil and gas exposure, but it sold off.  He thinks the premium of the stock is justified.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
PARTIAL BUY SVY-T Savanna Energy Services Market Call (BNN TV) 2014-12-15 $3.120

He is looking for someone to know where the bottom is in oil.  Buying this one depends on oil prices.  These oil service stocks will be one of the first to move.  Perhaps stick your toe in the bottom here and get a partial position.

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Unknown View
DON'T BUY TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-12-15 $12.970

It is too early to get into this area, but if you already hold it then hold.  Bigger companies could be trying to squeeze them out.  Loves it, but he is not a buyer.

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Unknown View
BUY TD-T Toronto Dominion Market Call (BNN TV) 2014-12-15 $52.130

There is lots of talk of interest rates going higher.  We should disregard the latest earnings. 

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Yes View
SELL TLM-T Talisman Energy Market Call (BNN TV) 2014-12-15 $5.970

If they were being bought out, would he buy? It was not bought originally for a takeover.  It means when it does happen, the reason for the investment is no longer there.  He would get out of there, sell on the speculation.

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Unknown View
STRONG BUY VOO-N Vanguard S&P 500 ETF Market Call (BNN TV) 2014-12-15 $182.930

Great way to go.  The cheapest ones out there.  This is the way to play it.  Also, VFV-T.  Neither are hedged, but it is a Canadian dollar stock.

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Unknown View
BUY VSN-T Veresen Inc Market Call Tonight (BNN TV) 2014-12-15 $14.930

Likes it.  He was negative on alliance pipeline coming up for renewal, but now he thinks it is going to pull more volume through it.  He thinks the LNG will get done.  They have the permit.  They may sell a portion of their pipeline.  The CEO is doing a good job of turning the business around and selling off non-core assets.  The dividend is safe.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
BUY XEG-T iUnits S&P/TSX Capped Energy ETF Berman's Call 2014-12-15 $12.150

If you have a longer term horizon of 3-5 years then it is a no-brainer to overweight the energy sector.  ZEO-T would alternatively not contain so much of the majors.  The smaller ones of the bigger ones have more impact.  This one should outperform the larger cap names.  It is equally weighted instead of market cap weighted.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
PAST TOP PICK YXM-T First Asset Morningstar US Momentum Index Market Call (BNN TV) 2014-12-15 $11.500

(Top Pick Dec 18/13, Up 4.07%) Still likes it.  It is a momentum ETF. 

Michael Bowman NORTH AMERICAN - LARGE & ETFs DEFENSIVE Yes View
BUY on WEAKNESS ZRE-T BMO Equal Weight REITs Index Berman's Call 2014-12-15 $18.770

REITs.  ZRE-T which is equally weighted is his preference.  It is starting to get interesting to him on a risk adjusted basis.  He wants to buy more if it gets lower because he likes the dividend.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Yes View
COMMENT ZWH-T BMO US High Dividend Covered Call ETF Berman's Call 2014-12-15 $16.430

Weaker Canadian dollar is better for the forestry industry, but how much is priced in right now?  This one gives exposure to all 10 economic sectors, covered call overlay and a great way to get yield into your portfolio.  But he is reducing his exposure to the Canadian/US dollar exchange rate.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
BUY on WEAKNESS ZWU-T BMO Covered Call Utilities ETF Berman's Call 2014-12-15 $14.600

Utility stocks are the lowest end of the spectrum in terms of volatility.  There is some energy exposure so this one really isn’t a risk free dividend.  It will be less volatility than pure energy.  We should have a bottom in the energy sector in the next couple of months.

Larry Berman CFA, CMT, CTA TECHNICAL ANALYSIS & ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-12 $0.020

Markets. Oil was at $70 the last time he was on, and it is a lot lower now. Since then there has been overall concern in the Canadian market, outside of just the energy space, because of potential collateral damage to other sectors. At that time he much preferred US banks because they were several multiples cheaper, and thought the growth rates for the next 2-3 years were going to be better. Canadian bank valuations have come down considerably at 12.25-12.5 times 2015 earnings, and are now 11-11.5. Outside of energy, he doesn’t think alarm bells are sounding, but just that there was too much enthusiasm in places like the banks, the rails, etc. As we get into 2015, he thinks there will be a lot of interesting opportunities. When you see a market coming down, rather than jumping in front of the freight train, you just stay out of the way and let things settle in. With all of the weakness, he is just keeping his powder dry until the new year.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-12-12 $0.020

Natural gas. Has very different dynamics than oil. Used in power generation, heating, etc. Natural gas has also come down in the last couple of months, not nearly as much as oil and has had a much better relative year. The cost curve for a lot of the gas companies is far below where gas is trading right now. This a bit of a gamble on winter weather.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-12 $0.020

Energy. The one thing people don’t talk about is what oil is going to be priced in. The key loser in this whole strategy will be US shale. What does this mean on the geopolitical picture between Saudi Arabia and the US and what is going on with Iran, as well as the deal that Rush adjusted with India? On a long-term basis, he thinks this is good for Canadian producers. It’ll be very interesting over the next quarter as to how quickly production declines. He lowered his positions in oil about a month ago, and is now just waiting to go back in. Thinks we are going to hit that bottom where it is going to be way overcorrected, and then it is going to correct back up to a level where it is going to settle. His company has a $75 oil target where they think oil is going to settle.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-12 $0.020

Affect of falling oil prices on Edmonton real estate? Wait and see what actually happens to oil prices. He thinks the light is going to shine a little bit better on the nature of fracing wells, as to how rapid the supplies come down. Unlike Canadian oil, which is very low declining ratios, a fracing well is extremely rapid. Expects that within the 1st quarter we are going to start to see inventory numbers come down rather quickly. Too early to tell. Wait to see how much cut back there is in Alberta.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-12 $0.020

Gold. Price has been moving higher along with the US$ in the last 1.5 months. Also, the decline in energy prices is really good for gold producers, because that is 30% - 60% of their input costs. Profitability should be picking up in Q1 and Q2. What factors affect the price of gold? We have to look at the disconnect between paper gold and physical gold. Countries have been repatriating their gold.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC _N/A View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2014-12-12 $109.730

(A Top Pick Oct 14/14. Up 12.49%.) He is looking for about 20%-25% earnings growth for 2015. For 2015, we are probably going to see 20%-25% earnings growth year-over-year. The following year, it will probably be 10%-15%. A wildcard is how well the wearable category is going to do for them. Thinks there are some new categories coming. Yield of 1.7%.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC Yes View
TOP PICK AEM-T Agnico-Eagle Mines Market Call Tonight (BNN TV) 2014-12-12 $28.050

(A Top Pick Dec 20/13. Up 5.29%.) A low cost gold producer. What he likes is that they are acquiring a lot of the competition. Well positioned to going forward. Cost of production is below $800, so they are actually making a lot of money in this environment. He has faith that the monetary madness we are going through will have its consequences. Gold is the ultimate money, not as a fiat currency.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Unknown View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2014-12-12 $37.060

This is one that he would consider adding at this point.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Yes View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-12-12 $9.340

Just added a bit to his portfolios. It is a good story. Yield of about 4%. He likes the utilities. They are being built. These make a lot of sense. His company has a $10.50 target on this a year out.

$10.50 in 12 months Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Yes View
TOP PICK BAC-N Bank of America Market Call (BNN TV) 2014-12-12 $17.130

One of the banks that came out with that very large deal with the US government, paying off a bunch of the charges against it. Sees any of the banks that cleaned out their lawsuits with the US government as generating capital, getting back to more normalized dividend levels with an opportunity to buy back their shares. If housing really starts to recover in the US and the mortgage market starts to recover, they might actually start to do some lending. Dividend yield of 1.16%.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC Yes View
SELL BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-12-12 $15.530

Cut their dividend this week. Sold his holdings last September. If you own, you should consider switching into something else.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC No View
TOP PICK CASH CASH Market Call Tonight (BNN TV) 2014-12-12 $0.010

He is setting this aside for new IPO (HHL.UN-T) on an ETF on healthcare. This will contain global companies with about a 7% dividend.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Yes View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2014-12-12 $33.170

Canadian Natural Resources (CNQ-T) or Suncor (SU-T)? Likes them both, but his preference would be Suncor. Both companies are solid and have low cost of production. A 2.7% dividend yield.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Unknown View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-12-12 $21.760

Was a market darling for years and years and has been one of the bigger growth names in Canadian shale oil, as opposed to an oil sands company. Terrific track record of growth. Has never been a particularly big fan of it, principally because their growth rate in production has been overshadowed by their growth rate in shares outstanding. In the last couple of years, they have made acquisitions at pretty rich valuations. Has dropped from the $40 range, down to the low $20s. If you own, he wouldn’t Sell. Not as over levered as some other players. Has about 40% of its production hedged in the $90’s.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
COMMENT ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2014-12-12 $10.790

His company has this is a sector perform and a high risk, with an $18 target a year out. Have reduced the rating because of their exposure to the US backing the Marcellus asset. He thinks the big hit is going to be coming on their shale play. Questions the sustainability of the dividend.

$18 in 12 months Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC No View
DON'T BUY FCX-N Freeport McMoran Copper & Gold Market Call (BNN TV) 2014-12-12 $21.780

Found it very strange when they took the company, primarily a copper/gold producer, and decided to bet on oil which was at $110 a barrel. They levered up the company considerably from a position of no debt. He questions their judgment in the last couple of years. Feels the dividend is at risk and they still have a lot of debt.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT HCG-T Home Capital Group Market Call (BNN TV) 2014-12-12 $43.510

This is an alternative lender in Canada and one of the premier financial growth stocks. Has grown at an almost 20% clip for the last decade. Grew right through the 2008 crisis. Never had big problems with exposure to bad debts. Sold his holdings because it had had an incredible run from the middle of 2013. Has pulled back to just under 10X earnings and he is keeping an eye on it.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC No View
PAST TOP PICK HCLP-N Hi-Crush Partners LP Market Call (BNN TV) 2014-12-12 $30.810

(A Top Pick Oct 14/14. Down 33.93%.) This is frac sand, so has been virtually crushed. Oil was at about $75 at that time and if it had found a bottom in the $70s, drilling activities for this year and next would still be there. Drilling activities are going to be greatly reduced in early 2015. Waiting for the new year to potentially add to his holdings. A very well-run company.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC Yes View
TOP PICK HD-N Home Depot Market Call (BNN TV) 2014-12-12 $99.780

There is beginning to be a real estate recovery in the US. Over the next 3-4 years, there is going to continue to be a recovery in US real estate. In early 2008, many people’s houses went underwater versus their mortgage. One of the 1st things you stop doing when that happens, is renovating your home. When home prices recover and you start getting equity value back into your home, you start renovating again. Free cash flow is about 20%-25% higher than its actual earnings because they are not opening a lot of new stores. Dividend yield of 1.88%.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC Yes View
PAST TOP PICK HTD-T HBP US 30 yr Bond Bear+ ETF Market Call Tonight (BNN TV) 2014-12-12 $5.590

(A Top Pick Dec 20/13. Down 27.56%.) 30-year bond bear. That was a short-term trade and he was out in January.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC No View
COMMENT IMO-T Imperial Oil Market Call (BNN TV) 2014-12-12 $47.510

For anyone who has had exposure in the energy space, this has been a great place to be because of the diversification in their business line in refining and downstream. Very under leveraged. Majority of its oil production in Canada is long life, low decline and low required investment assets.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC No View
PAST TOP PICK INVN-N InvenSense, Inc. Market Call (BNN TV) 2014-12-12 $15.180

(A Top Pick Oct 14/14. Down 22.3%.) Makes a motion access gyroscope sensing chip. 2 years ago, 90% of all smart phones didn’t have any type of motion sensing chip. Today we have just started to roll out phones that have motion sensors. There is going to be a proliferation of a need for all types of chips. This company is the leader in the space. Still likes it and thinks it is going to have a terrific 2015.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT KORS-N Michael Kors Holdings Market Call (BNN TV) 2014-12-12 $76.970

The timing as to when this started falling out of bed had nothing to do with oil prices, but was in the early to mid-summer. This was one of those fantastic 5-6 year run stocks. An incredibly high multiple company for many years. However, coming into 2014, the multiple was in the 30s. Now back to an 18 multiple. Same-store sales growth abroad is rapid, so they are growing in Asia and other places at 30%-40%, but on a much smaller base. He just recently bought this. His view is that it is still going to grow at 20%-25% and the valuation is reasonable again.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT LMT-N Lockheed Martin Market Call (BNN TV) 2014-12-12 $185.180

The US defence industry, for many years leading up to the last 12-15 months, was a very desolate and terrible place to be. First of all because of US government cutbacks. With the beginning of ISIS and the new conflicts starting globally in the last 6 months, the need for defence has really ticked up. This company has a couple of special product lines in fighter jets, which are sort of world standard, so they have a guaranteed growth profile. However, generally speaking defence stocks are not expensive and are either at or below the S&P 500 multiple. This company has some very unique R&D projects going. He likes this at this time.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT PD-T Precision Drilling Market Call (BNN TV) 2014-12-12 $6.270

A lot of the service related companies were sort of leading the charge downwards. This one has been under a tremendous amount of pressure for quite some time. Thinks that in the early part of 2015, there is going to be a reckoning with some of the over levered players in the upstream space. Service companies are going to have very little activity in the early part of the year. The 2nd half of next year is going to be a lot brighter for some of the service companies.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
COMMENT PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2014-12-12 $3.160

His company still has this with the $7 target. He would imagine this is because of where their production facilities are. About 60% gas. He would be cautious because the $7 target seems a little bit high.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Yes View
TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2014-12-12 $37.140

This is a sector that he has never sold in this decline. It will be a good entry point come January.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Yes View
SELL PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2014-12-12 $2.500

His company has downgraded this as there are some concerns going forward. If you own, consider switching into something else. Look for the ones that are going to rebound the fastest. Companies with long-term hedges, low debt and low cost of production.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Unknown View
HOLD QCOM-Q Qualcomm Market Call (BNN TV) 2014-12-12 $70.585

A great company and not overly expensive. Moved a lot of his holdings into Apple (AAPL-Q), which he believed was going to take a much greater share in high-end smart phone growth. QUALCOMM puts a wireless chip into the Apple phone and a full processor chip into all the other phones. On top of the China issue on intellectual property rights, he also thought there was going to be an IOS market share shift. (See Top Picks.)

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT REI.UN-T RioCan Real Estate Investment Market Call Tonight (BNN TV) 2014-12-12 $25.840

Thinks that commercial real estate still has a place where people do attend. He doesn’t look at REITs on a mall perspective, but tends to stick more with the more diversified commercial REITs. His company has a $29 target on this and as a medium risk.

$29 Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC No View
COMMENT S-T Sherritt International Corp. Market Call (BNN TV) 2014-12-12 $2.260

Copper’s outlook in the next 6-12 months is a challenge. Zinc and nickel have better looking outlooks. This company is a pure play nickel producer, but they haven’t been a terrific operator. Wouldn’t be his 1st choice.

Bruce Tatters NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2014-12-12 $3.460

This is one that he has not heard anything negative about. His company has a $6.75 target and is a high risk, which means it will be volatile. Yield of 17.3%, so if they cut this back, people will be moving out of it.

$6.75 Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Yes View
COMMENT SPM-T Scorpio Mining Corp. Market Call Tonight (BNN TV) 2014-12-12 $0.225

It looks like this is going to merge with US Silver & Gold (USA-T), which he thinks is a beautiful thing.

Jaime Carrasco RESOURCE, UTILITY & REITs OPTIMISTIC Yes View
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