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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
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-25 $0.020

Markets.  On the US economy he is optimistic but not so much on the markets.  The first quarter is going to be difficult.  The strong dollar, lower exports, and is energy collapsing, but 2.5-3% growth should occur in the rest of the year.  It will pick-up because of the price of gas.  Americans live pay cheque to pay cheque and so this will translate into consumer spending.  There is a lag until that really flows into retail sales.  Canada is different with its bigger exposure to energy, which will bleed through to the rest of Canada.  You add to that how emerging markets are still facing a lot of growth challenges and that will weigh on commodities.  Also our consumers are quite levered.  Canada is much more challenged.  Just because we have been up for 6 years does not mean we can’t go for 7.  But we have seen an increase in volatility.  Earnings are not increasing right now, so the multiple would have to go higher for the market to go higher.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2015-03-25 $123.380

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
COMMENT AC-T Air Canada (B) Market Call Tonight (BNN TV) 2015-03-25 $12.800

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
DON'T BUY ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2015-03-25 $2.120

Has been a tragic story even before the oil price went down.  They have relatively high cost plays.  It looks like a stranded asset.  He would prefer a producing asset that could pay you a dividend.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
HOLD AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-03-25 $28.740

If you can get through the legal overhang there is probably upward potential.  You will have to ride it out.  For the next number of months you will have headline risk.  Given the cash flow potential and the growth potential of the company, it is appealing.  He likes to have significantly more upside potential than downside risk.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-03-25 $2.540

You could argue that you get the aerospace business for free, but they lost enough time on delivering the ‘C’ series that they allowed competitors to eat into what would have been an appealing market for them. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
DON'T BUY BDT-T Bird Construction Income Fund Market Call (BNN TV) 2015-03-25 $9.960

They have exposure directly to energy bit also to construction out west.  He has been short the stock since the energy decline.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
COMMENT BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2015-03-25 $143.560

Stock vs. Stock.  BRK.B-N vs. AAPL-Q.  The actual price should have nothing to do with it.  If you want to hold it 5-10 years then choose BRK-N.  In Apple’s space, they take turns dominating the space, so he can’t be sure of it for 5 to 10 years.  Buffet may not be around in 10 years but he has good people running the company.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-03-25 $19.480

They just lost an equity financing.  Historically it was thought of as a heavy oil play and now it is a light oil play.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
PAST TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-03-25 $19.480

(Top Pick Feb 11/14, Down 48.26%) He sold in the spring after it ran up.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
PAST TOP PICK BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2015-03-25 $3.190

(Top Pick Apr 21/14, Down 69.70%) He sold it just after he recommended it, taking a small loss. 

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
TOP PICK CAM-T Canam Group Inc. Market Call (BNN TV) 2015-03-25 $12.560

Commercial construction the US.  They also offer architectural and design services.  More than a $ billion back log.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-03-25 $83.950

He owns CP-T.  As a group he is not in love with rails.  CNR-T’s free cash flow conversion has not been as good as other rails.  Grain was a big bumper crop a couple of years ago and now he thinks there is only downside in grain shipments.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
BUY CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2015-03-25 $24.240

He has held it for 4 or 5 years.  About 18 months ago they switched the marking for Wiesers to their parent company.  They are gradually rolling this out in the US and are doing well.  He could see this being taken out.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
DON'T BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2015-03-25 $84.100

It is now at the level where they did a huge acquisition of drug portfolios.  They had to do a big debt and equity issue.  Prefers MSL-T.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
WAIT DGC-T Detour Gold Market Call Tonight (BNN TV) 2015-03-25 $11.420

Gold companies doing well last year were operating in geographies where they benefited from declining currencies.  In the last little while we saw the Canadian dollar getting back some of the ground so the trade goes the other way.  The gold price itself is fighting against the idea that the Fed will raise rates.  He is not near term bullish on gold, but it will do better in 3 to 5 years. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
BUY DR-T Medical Facilities Corp. Market Call (BNN TV) 2015-03-25 $16.460

Solid management team, and a tail wind due to currency.  Revenues are in US dollars and dividends are in Canadian dollars.  He would definitely take a look at it.  6.7% dividend.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
TOP PICK EFN-T Element Financial Market Call Tonight (BNN TV) 2015-03-25 $16.550

Announced a new Chairman today.  The chairman is now separate from the CEO position.  Pretty strong organic growth.  Earnings growth in the 30% or better range.  16 times this year’s and 12 times next year’s earnings.  They won’t pay cash taxes for a long time.  He has had it for a couple of years.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2015-03-25 $62.200

Stock vs. Stock.  ENB-T vs. TRP-T.  His preference is ENB-T.  Seems like a better growth profile that is easier to predict.  An easier way to make money going forward.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
HOLD GE-N General Electric Market Call Tonight (BNN TV) 2015-03-25 $24.910

They have a big energy exposure, and international business weighs on them.  Their industrial business is doing well and they have a huge cash pile off shore.  It may not get a fast move in the stock price but it could be a good long term hold.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
PAST TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2015-03-25 $53.410

(Top Pick Feb 11/14, Up 55.62%) They can certainly afford to do another deal.  They de-levered from the debt they took on when they did the European acquisition.  It is a top 5 holding for him. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
PAST TOP PICK GM-N General Motors Corporation Market Call Tonight (BNN TV) 2015-03-25 $37.380

(Top Pick Feb 11/14, Up 10.70%) He rotated out of GM-N and went into parts makers.  It was proving to be so painful with the recall mess.  There is tremendous long term value there and a lot of capital to be potentially returned.  He moved to MG-T and LNR-T.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
PAST TOP PICK GXI-T Guestlogix Market Call (BNN TV) 2015-03-25 $0.800

(Top Pick Apr 21/14, Down 37.98%) They announced a bunch of contracts for global new deployments and some of them have now been pushed out and margins on renewing contracts are lower than the street had forecast.  He has almost no position left.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
TOP PICK HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2015-03-25 $25.560

They have tremendous real estate in every city across the country.  You add to that what Saks had and he feels it is a tremendously undervalued company.  It is run by someone who is a real estate guy who is really good at surfacing value from real estate. 

Mid $30s John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
WATCH INP-X Input Capital Corp Market Call (BNN TV) 2015-03-25 $2.950

They purchase revenue streams from farmers of Canola seed.  He likes it.  They are supposed to come out with numbers in early April.  He thinks there is a chance for it to become quite large and if they get enough size they can start charging premiums and have better pricing power in the marketplace than an individual farmer could have.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
COMMENT KDX-T Klondex Mines Ltd Market Call (BNN TV) 2015-03-25 $2.700

They have properties in Nevada and have had good drilling success recently.  But he is negative on the commodity.  He thinks the project is economic, however.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
BUY KRFT-Q Kraft Foods Group Market Call Tonight (BNN TV) 2015-03-25 $83.170

The deal makes sense.  The private equity group they are working with have a great track record.  He thinks they will make it a better business over the next 3 to 5 years.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
DON'T BUY LTS-T Lightstream Resources Market Call (BNN TV) 2015-03-25 $0.940

Stay away.  Lots of debt on the balance sheet.  The dividend was cut. 

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
DON'T BUY MIC-T Genworth MI Canada Inc. Market Call (BNN TV) 2015-03-25 $30.000

If the housing market got really bad (dropped 20-30%) here this company would go to zero.  This is unlikely, however.  This is a very binary type of situation.  It is like picking up nickels in front of a bulldozer.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Unknown View
PAST TOP PICK MSL-T Merus Labs International Market Call (BNN TV) 2015-03-25 $2.730

(Top Pick Apr 21/14, Up 73.91%) Still one of his largest positions.  They settled a patent suit.  It is a bit of a roll up story.  They are likely to do more acquisitions.  Thinks the stock will go materially higher.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
BUY MU-Q Micron Technology Market Call Tonight (BNN TV) 2015-03-25 $26.570

Memory chips.  There have been concerns on DRAM prices dropping.  But he thinks it is a great buy.  He likes it here and thinks the industry will prove itself.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
SELL NHC-T Nobilis Health Corp Market Call (BNN TV) 2015-03-25 $6.360

The management team has plans to be even more acquisitive.  He just sold today because it has had such a great run.  He would wait for them to do another big acquisition.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
SELL NLN-T Neulion Market Call (BNN TV) 2015-03-25 $1.025

They are the back end for video streaming services.  The big story has been hockey streaming with Rogers.  They recently reported and it was a disappointment on the Rogers side.  He is out of the stock now.  He likes to see continued earnings momentum. 

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
TOP PICK PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2015-03-25 $34.300

Has been a sleepy pharma stock.  He likes it because of a big hoard of off-shore cash and they announced a deal in February that will give them a lot of synergies and allow them to grow earnings.  He thinks breaking up the company will bring out value as well.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
WAIT PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-03-25 $1.390

He only owns some warrants and some debt.  He thinks it is fairly valued for the current level of business.  The debt level is increasing and they may have to raise some equity soon.  They are still looking at buying products where they can get the patient lists and cross sell other products.  He thinks it will consolidate in this range for a while.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
SELL PRW-T Petrowest Corp Market Call (BNN TV) 2015-03-25 $0.375

A heavy equipment operator with 60% of business related to oil and gas.  The company has a lot of debt.  A BC hydro project and LNG projects were to be big for them but they are off the table now.  He sold long ago.  He is short others in the space, but this one does not have the liquidity.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
BUY PTG-X Pivot Technology Solutions Inc. Market Call (BNN TV) 2015-03-25 $0.380

System integrating company.  A 10% dividend shows a lot of confidence.  He owns some of this stock.  He was buying today even.

$0.50-$0.60 James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
DON'T BUY RCI.B-T Rogers Communcations (B) Market Call Tonight (BNN TV) 2015-03-25 $43.390

It has a nice yield but it is trading in a range.  He prefers T-T or SJR.B-T.  He liked the hockey deal. 

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
DON'T BUY SAN-N Banco Santander SA Market Call Tonight (BNN TV) 2015-03-25 $7.460

A very large, global, Latin American bank based in Spain.  He would not own it because of the uncertainty in the Euro zone.  He thinks the risk in European banks is still too high.  He would prefer JPM-N or C-N.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY No View
BUY SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2015-03-25 $37.000

It has done better than the group because it generates a lot of free cash flow and it deals more in gas, which has not been hit as heavily.  He likes it as a long term holding.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Yes View
TOP PICK SCR-X The Score Inc. Market Call (BNN TV) 2015-03-25 $0.660

They had $16 Million on the balance sheet but just raised equity and he thinks this is for an acquisition.  In the mean time you have massive growth in the app.  It is getting to that kind of scale where you are going to see big increases in their advertizing revenue.  Ultimately, someone like FB-Q would take them out.

$1.00 James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
DON'T BUY SGR-X San Gold Corporation Market Call (BNN TV) 2015-03-25 $0.040

They have announced that they are shutting down most of their operations.  He does not like precious metals.  Prefers others in this space.  Prefers KDX-X.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
SELL SIS-T Savaria Corp Market Call (BNN TV) 2015-03-25 $5.500

Two businesses.  One is for in-home lift systems.  The second is elevators in your home for cars.  The demographics for the medical lifts are obviously quite positive, but the others are negative.  He sold because it was getting pricy.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL No View
PARTIAL SELL SVC-T Sandvine Corp. Market Call (BNN TV) 2015-03-25 $3.440

He is concerned about the current quarter.  He trimmed some of his position.  They are in the middle of a big upgrade cycle from 1 Gig to 10 Gig.  They have some exposure to new FCC laws that limit the ability of providers to throttle back some bandwidth to some.   The company claims it is a neutral factor.

James Hodgins MARKET NEUTRAL INVESTING NEUTRAL Yes View
WATCH TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2015-03-25 $4.300

It is a drilling service company with high beta.  As capital spending in the oil patch gets cut these will be the first guys to get hurt.  Wait for them to come up off the bottom and then miss the first 10 or 20% and then they will go.

John Wilson NORTH AMERICAN - LARGE OPTIMISTIC on US ECONOMY Unknown View
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
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