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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 BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-07-16 $47.430

Made an acquisition in the Eagleford, so she sold her holdings. Felt it was going outside their core competency, so she is going to wait on the sidelines. Wants to see a few quarters of operational success in the new play, just to make sure that everything is working properly.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
COMMENT BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-07-16 $8.780

It is not often that you see a bought deal that is re-priced and re-sized. Clearly someone made a mistake. This has been a pretty dynamic business, and has done a very attractive job of attracting joint venture money to their capital program. Their Cardium play is very robust. Suffered some short-term production curtailments because of plant turnarounds, of which they had no control, so he would not give up on the stock. Still thinks there is some upside.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Unknown View
BUY CFW-T Calfrac Well Services Ltd Market Call Tonight (BNN TV) 2014-07-16 $20.900

From a valuation, growth, suite of assets point of view, she thinks this will do better than Trican Well Service (TCW-T).

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
COMMENT CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2014-07-16 $17.510

Has done exceptionally well, and the management team is well regarded. They sold a platform where they are going to give you a yield plus some growth. However, when giving out yield, they will not be able to grow as quickly as some of the non-yielding plays. They have the assets to be able to grow.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
BUY COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2014-07-16 $23.440

This is a stock that she has to own in her yield fund if she believes that oil prices are going to be stable or go higher. She does believe this so she does own the stock. Has not operated well for a long time, and has had  quarter after quarter of disappointments with their Syncrude asset.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
BUY on WEAKNESS CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-07-16 $44.170

Did a great job hedging production. Have great currency to go to for their acquisitions and fully expects that is the path they go down. Their asset base is probably the most prolific, most economic play in the Western Canadian sedimentary basin, the Bakken, and there is a dividend attached. This is a name you acquire on any kind of weakness.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-07-16 $44.170

Just bought more of this last week. After many years of acquisitions, they are now having operational momentum, and the stock price is reacting favourably.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
TOP PICK CQE-T Cequence Energy Ltd. Market Call (BNN TV) 2014-07-16 $2.530

Sold non-operated, non-core assets to focus on their Alberta Montney play. This hasn’t got a ton of respect from the market in the past couple of years, but have now demonstrated they deserve the multiple they are currently getting. Boiling down the numbers, you can build a case for cash flow escalating from $0.30-$0.40 to $0.75-$0.80.This will probably garner a premium multiple as they develop their Montney assets. Have lots of play content in the Montney. Have $10 million in the bank and an undrawn line of $135 million.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
COMMENT CQE-T Cequence Energy Ltd. Market Call Tonight (BNN TV) 2014-07-16 $2.530

If the price drops further it will intrigue her, but she is looking closer to a $2 entry price. There probably won’t be a lot of results for a couple of months. Likes the team, the assets and everything about it, but it is not fitting her criteria right now.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
HOLD CR-T Crew Energy Inc. Market Call (BNN TV) 2014-07-16 $10.780

Sell Crew Energy (CR-T) to Buy Spartan (SPE-T)? Crew is a great company. One of the issues is what they are going to do with their oil property in southeast Alberta, so he wouldn’t be too hasty on selling.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
TOP PICK CR-T Crew Energy Inc. Market Call Tonight (BNN TV) 2014-07-16 $10.780

Natural gas. Mostly focused in Northeast BC. Even though the stock has gone up quite a bit, the valuation is still isn’t bad. Also, have some oil in Northeast BC. Thinks they are going to have a good few years.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
COMMENT CTA-T Crocotta Energy Market Call (BNN TV) 2014-07-16 $4.690

Being acquired by Long Run Exploration (LRE-T). The company that is being spun out of this company, Lucrotta (?) is going to be a Montney focused gassy producer, an area he really likes because of his view on LNG. If you want exposure to Montney, the Lucrotta is going to be one of the “go to names”. Team has a great record of adding value and growing production, and are now in a very robust dynamic Montney play that is well financed.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
PAST TOP PICK CTA-T Crocotta Energy Market Call Tonight (BNN TV) 2014-07-16 $4.690

(A Top Pick May 14/13. Up 45.65%.) Being acquired by Long Run (LRE-T). They are going to spin out an exploreco, so she will hold on to that.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
COMMENT DEE-T Delphi Energy Corp. Market Call (BNN TV) 2014-07-16 $3.910

Delphi (DEE-T) or Tourmaline (TOU-T)? Have done a very good job on their Big Stone assets. They are into some bigger, more prolific wells. He can’t compare the 2 because Tourmaline is the benchmark in the industry. He would prefer Tourmaline because it has more exposure to the play that he really likes, the Montney in Northeast BC and North-Western Alberta.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
COMMENT EGL.UN-T Eagle Energy Trust Market Call (BNN TV) 2014-07-16 $6.400

Principally an oily asset base. Had a tough go proving to the market that the dividend is sustainable. This is obviously why the yield is so high. There is a little bit of risk to the dividend. When oil prices have been incredibly robust, this is probably more secure than when oil prices were to sell off a little. There seems to be a negative tone to the cross-border trusts. Feels the dividend is 80% safe. If you like oil, probably not a bad place to be.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
PAST TOP PICK ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2014-07-16 $25.370

(A Top Pick May 14/13. Up 69.93%.) Just bought more of this last week. It is still not overvalued.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
WATCH ESN-T Essential Energy Services Ltd. Market Call Tonight (BNN TV) 2014-07-16 $2.520

(Market Call Minute.) Not looking to get into this one right now. A little weakness in their 1st quarter. She is just going to wait and see how the next few quarters shape up.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
PAST TOP PICK GTE-T Gran Tierra Energy Inc. Market Call Tonight (BNN TV) 2014-07-16 $7.770

(A Top Pick May 14/13. Up 23.73%.) Sold her holdings a few months ago. Still has room to the upside, but she was just trimming some of her internationals.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
BUY KEY-T Keyera Corp Market Call (BNN TV) 2014-07-16 $79.360

A very dynamic company and very well run. Believes the asset base will continue to grow. They seem to be involved in most midstream projects. Their asset base is going to continue to grow. You have to be patient with the stock, and it will be a nice, steady performer. 3% dividend yield.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
PAST TOP PICK LEG-T Legacy Oil and Gas Inc. Market Call (BNN TV) 2014-07-16 $8.700

(A Top Pick Aug 1/13. Up 35.77%.) Had looked too steeply discounted. Started to deleverage the balance sheet through some asset sales and performance started to get better. Sold some of his holdings as it started to move up, and thinks there are probably more exciting places to go.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
STRONG BUY LEG-T Legacy Oil and Gas Inc. Market Call Tonight (BNN TV) 2014-07-16 $8.700

A lot of non-yielding names such as this have gone up a lot. This one has gone up some, but compared to what she thinks the valuation should be, it has a lot more to go. Had considered having this as a Top Pick. Likes the acquisitions they have made. Decreased their debt. Great opportunity to increase oil production. Stock trades quite cheaply.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
COMMENT LRE-T Long Run Exploration Market Call (BNN TV) 2014-07-16 $5.500

Looking to acquire Crocotta Energy (CTA-T). People that own this like it because of the stability of its income. The acquisition will build that case. A good, solid, dividend paying company, with some upside. There are other dividend players that he thinks may be a little more attractive.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
TOP PICK LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2014-07-16 $5.500

Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
DON'T BUY LTS-T Lightstream Resources Market Call (BNN TV) 2014-07-16 $7.400

Struggling. They suffer from a balance sheet that has been stressed. Made some moves to try to rectify that. Looks like production is flat to falling. Doesn’t look at this as a great growth story. There are better names to own.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
BUY MEI-X Manitok Energy Market Call (BNN TV) 2014-07-16 $2.700

Pressure on this came with the departure of one of the senior guys that was thought to be the sole driver behind their success in the Stolberg play. He feels they have proven to the market that the people still in this company are capable of delivering results. Also, did a big farm-in with Encana (ECA-T) on PrarieSky (PSK-T), and seems they have the competency to chase a reserve like this. Thinks the market has underestimated the potential of Entice. Feels this is a $5 stock.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
HOLD PD-T Precision Drilling Market Call Tonight (BNN TV) 2014-07-16 $15.050

Made a great deal today with Schlumberger (SLB-N). This is something you want to keep holding. The service names were very under owned and under loved since 2008, and now they are coming back.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
PAST TOP PICK PGF-T Pengrowth Energy Market Call (BNN TV) 2014-07-16 $7.180

(A Top Pick Aug 1/13. Up 27.94%.) The Lindbergh play is exceptional. There will be a yield compression, and the stock will go higher. Don’t rule out dividend increases when Lindbergh comes into full production.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
COMMENT PMT-T Perpetual Energy Market Call Tonight (BNN TV) 2014-07-16 $2.050

(Market Call Minute.) Debt has come down, but is still a bit higher than what she likes. Loves what they are doing at Edson, and loves the joint venture that they did. Have worked hard the last few years to get the debt down. Feels that she will be back in the next quarter or 2.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
TOP PICK PPY-T Painted Pony Petroleum Market Call (BNN TV) 2014-07-16 $12.210

Feels there is still a ton more upside. Recently sold the genesis of the company, oily assets in Saskatchewan, to focus on the Montney play in Northeast BC. Montney offers some of the best economics in the Western Canadian basin, and this company has a significant land base there to take advantage of it. Originally budgeted about 20-21 wells this year, and they are going to be able to double that with the sale of the Saskatchewan assets. They are in the way of the big guys. Somebody is going to want to own those assets once they develop a little further. If they choose to develop them fully by themselves, they will get the cash flows and production levels that will impress the market.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
BUY PPY-T Painted Pony Petroleum Market Call Tonight (BNN TV) 2014-07-16 $12.210

Recently added more to her holdings. Thinks you will see the stock probably approach $20 in the next 2-3 years.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
TOP PICK PRW-T Petrowest Corp Market Call (BNN TV) 2014-07-16 $1.330

Have a big presence up in NW BC with a ton of equipment in the region all the way out to the coast. Have things that can grade roads and devices that can mulch the trees. Have a good core business going. There is a big damn project that BC Hydro is working on. This gives you 2 big capital intensive projects unfolding, LNG and the Site C Dam. This company is right in the middle of all that. They will probably do North of 50 million EBITDA next year. He could see the stock going well north of $2.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
COMMENT PSK-T PrairieSky Royalty Market Call (BNN TV) 2014-07-16 $38.840

This was a spin out from Encana (ECA-T) on the royalty lands they held. These were fee lands granted to CP Rail (CP-T) when it was built in the 1800s. This is an asset base that is very unique and could not be replicated. There is significant production of about 15,000 BOE’s a day, so there is a lot of cash flow. Dividend is quite secure. The curious thing about a royalty barrel is that there is no cost attached to it. A producer produces 100 barrels of oil, gives this company their 10 barrels, and pays everything out of his 90 barrels. The upside is that there are 5,000,000+ acres of land that is undeveloped, and producers are coming with proposals to drill. Upside could be quite material. At the upper end of valuation, but don’t rule out additional drilling on the lands. If you are a long-term player, it is probably something you want to own in your portfolio.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Unknown View
COMMENT PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2014-07-16 $9.700

Until she sees their debt numbers and visibility of a lower debt, she will not be buying. Likes to see debt at 2x times or less on a debt to cash flow.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
COMMENT PXT-T Parex Resources Inc. Market Call Tonight (BNN TV) 2014-07-16 $14.250

Sold this as part of her international trimming, but doesn’t see any reason for others to do the same. It’s in Columbia. Management is good. The land continues to prove fruitful for them. Not overly expensive.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
HOLD PXX-T BlackPearl Resources Inc Market Call (BNN TV) 2014-07-16 $2.180

This is a name you have to own if you like heavy oil or steam flood projects. They have a great project in their steam flood project in Onion Lake, and the market doesn’t give them a lot of credit for it. Because it is such a large project, they’re going to have to find a joint venture partner to pull it off.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
COMMENT RE-T Rock Energy Inc. Market Call (BNN TV) 2014-07-16 $6.080

A great name. Made some acquisitions to lighten their production mix. Still sees this as a name, given the robustness of their plays, that could have the potential to be a $2 cash flow number, which would infer a $10-$12 stock. Very excited about their prospects.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
BUY on WEAKNESS RMP-T RMP Energy Market Call (BNN TV) 2014-07-16 $8.460

Great company. Their weakness we typically see when field activities decline when spring break-up occurs. There could be some surprises as to how the 2nd quarter numbers look through the break-up. That could be a positive catalyst in the very near term. This offers one of the best growth curves in the sector. Wished he had owned this earlier. Feels there is a ton of upside left in this stock. On any kind of weakness, it is probably a good time to Buy.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
HOLD RMP-T RMP Energy Market Call Tonight (BNN TV) 2014-07-16 $8.460

Thinks that within the last hour they put up an operations update. Q2 production is higher, guidance is higher and cash flow is going to be higher. Stock should go up tomorrow. Production went up from 3,000 barrels to 12,000 barrels, an unbelievable growth. When you put on a bunch of new wells, you are going to have higher decline rates. This means the tread wheel moves faster, so you are going to have to replace it quicker.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
COMMENT RRX-T Raging River Exploration Market Call (BNN TV) 2014-07-16 $9.770

This is in the Viking play, and he thinks the economics have always been better in the Cardium. An exceptional company.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS No View
COMMENT SGL-T Spyglass Resources Corp Market Call Tonight (BNN TV) 2014-07-16 $1.730

Hasn’t owned this for a year or so. Still waiting for the debt to come down.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
BUY SGY-T Surge Energy Inc Market Call (BNN TV) 2014-07-16 $7.390

Raised their dividend 3 times in the past year. Have been growing by acquisition. Now is harvest time because in their acquisitions, they will get at, and extract more value out of those assets. The one thing it doesn’t have right now is yield respect i.e. it trades at a pretty healthy yield in a market where the best trade at 4%-5%. Thinks this company will become one of the best. Don’t discount further dividend increases.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
BUY SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2014-07-16 $7.390

(Market Call Minute.) Their yield is too high for the assets that they have, therefore she thinks the price should go higher, which will lower the yield.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
STRONG BUY SPE-T Spartan Energy Corp Market Call (BNN TV) 2014-07-16 $3.880

Sell Crew Energy (CR-T) to Buy Spartan (SPE-T)? Crew is a great company. One of the issues is what they are going to do with their oil property in southeast Alberta, so he wouldn’t be too hasty on selling it. However, if you have any other capital available, he would recommend buying this. A very dynamic, fast-growing company with a competent management team. In some of the best economic plays in the Cardium in Saskatchewan and Alberta. Their growth curve is going to be very, very sharp. Have great capital in the market so the stock is very well valued. Looking for them to do more acquisitions and change their production profile. They are going to be over 10,000 barrels a day before too long.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2014-07-16 $3.880

Loves the group and wants to get back in. There is a chance that there might be a month or 3 of lack of catalysts so that the price comes off a little bit. Then she would look to get back into it. Light oil focused, and is one of the top guys in the sector.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
COMMENT SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-07-16 $44.720

2nd quarter numbers were not quite as strong as they could be. She bought more of this last week. Feels that there is a big free cash flow wall coming. Likes it at this price.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
PAST TOP PICK TBE-T Twin Butte Energy Market Call (BNN TV) 2014-07-16 $1.700

(A Top Pick Aug 1/13. Up 5.23%.) This enjoyed a great run as the year unfolded, until a point in time when they came to the market with some production complications on a few of their fields. Continues to like the story because of their light oil acquisition of Blackshire. Very healthy dividend yield of over 11%, which he feels is still secure. He is going to continue to hold this for a while, but wouldn’t be adding to it.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
COMMENT TBE-T Twin Butte Energy Market Call Tonight (BNN TV) 2014-07-16 $1.700

Experienced some operational issues 6-9 months ago, so she sold her holdings. Many management changes happened, and there may be many more coming. Trying to transition from vertical wells to horizontal wells. Any time a company has some transitional changes, it doesn’t fit into her rulebook. Not looking to own this.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY No View
COMMENT TOG-T Torc Oil & Gas Ltd Market Call Tonight (BNN TV) 2014-07-16 $13.410

(Market Call Minute.) Loves this, and just bought more last week. Light oil.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
COMMENT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-07-16 $53.380

Delphi (DEE-T) or Tourmaline (TOU-T)? This is the benchmark in the industry. Management team has a well-known track record of building companies to a big level, and then selling them. He would prefer this one because it has more exposure to the play that he really likes, the Montney in Northeast BC and North-Western Alberta.

Bill Bonner CANADIAN ENERGY BULLISH on NATURAL GAS Yes View
BUY VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2014-07-16 $70.160

Part of the high-yield group that has done so well for so many years. They deserve the premium multiple they have. Next year, when their current project comes on, you’re going to see a huge growth in cash flow production, and she thinks they will grow into that multiple. Just bought this stock last week.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
BUY WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-07-16 $15.800

Thinks the stock will continue to go higher even though it has already gone up quite a bit. Added to her holdings last week. Thinks you can see closer to $20. Good management team with fabulous assets and a good yield.

Joanne A. Hruska, CFA OIL & GAS BULLISH on CDN ENERGY Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-15 $0.020

Investing. He tends to do his investing bottom-up. Rates continue to drive a lot of the valuations in utilities and energy infrastructure, so he continues to pay attention to the high-level macro. ECB continues to be monetary easing, and the Fed policy continues to be accommodating. This is all positive from an equity valuation perspective.

Gajan Kulasingam Energy Infrastructure, Industrials & Utilities OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-15 $0.020

Utilities. Have had a pretty good start into the 1st half which has really been a function of declining bond yields. Feels this caught investors by surprise. Rates will likely back up into the 2nd half, but at a slow and moderate pace. From that perspective, he feels there is going to be a bit of headwind for utilities, so he is fairly cautious in this area.

Gajan Kulasingam Energy Infrastructure, Industrials & Utilities OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-15 $0.020

Industrials. These tend to correlate very well with economic and GDP growth. There are early-cycle, mid-cycle and late-cycle industrials, and he feels the early cycle trades have been and gone. Focusing on mid and late cycle non-residential and CapX cycles where there is still tailwind and a positive growth outlook.

Gajan Kulasingam Energy Infrastructure, Industrials & Utilities OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-07-15 $0.020

Energy Infrastructure. Stretched valuations, but in the midst of a multiyear expansion. Fairly valued, but you know that there is more CapX coming down the line. There’s so much opportunity to deploy capital in this space, that ultimately these businesses are going to be worth more 2 to 5 years out.

Gajan Kulasingam Energy Infrastructure, Industrials & Utilities OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-15 $0.020

Investing.  Still finding value in REITs, up 8% year to date.  He is seeing dividend vs. Gov’t of Canada rate is a very wide level.  So these REITs are not expensive at all.  Large Caps attract more of the foreign investment.  It had dipped for a while, but the interest is coming back.  We average 8%, but it is 18% in the US.  He thinks, though, that you will see some of the capital coming back to Canada.  If the economy in North America continues to improve then it will be very good for REITs.  REITs are a little less sensitive in the past to interest rate spikes.

Derek Warren REIT's UNKNOWN _N/A View
TOP PICK AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2014-07-15 $4.630

Industrial.  Mostly Ontario and Alberta properties with a cap rate of 6.75.  The stock is very inexpensive.  Their properties have a courier that handles all the Amazon shipments.

Derek Warren REIT's UNKNOWN Yes View
WATCH ACC-N American Campus Communities Market Call Tonight (BNN TV) 2014-07-15 $39.640

He can’t get over the amount of student debt so it must be parents funding accommodation.  These apartments are very luxurious.  He thinks it is a challenging market in this environment.  He is waiting to see some of the new developments and how they fill up.  He likes the US hotel space and industrial space, which are directly linked to the economy.

Derek Warren REIT's UNKNOWN Unknown View
BUY ALA-T Altagas Ltd Market Call (BNN TV) 2014-07-15 $48.010

Great company. 3 different segments of power, gas and utilities. The utility segment is pretty stable, and generates a nice cash flow. The power segment is where he thinks they’ll have a good project in their Forrest Kerr Hydro that just came online, which would generate a lot of free cash flow. This is also the best way to play the LNG export market.

Gajan Kulasingam Energy Infrastructure, Industrials & Utilities OPTIMISTIC Yes View
BUY AP.UN-T Allied Properties REIT Market Call Tonight (BNN TV) 2014-07-15 $34.480

You can’t do much better than owning this one.  Often a Top Pick of his.  It has pulled off a little if you want to add to your position.  Doing amazing new developments in the Toronto area.  A little income, tremendous income growth and guided by fantastic management.

Derek Warren REIT's UNKNOWN Unknown View
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