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
  
BUY MAT-Q Mattel Market Call (BNN TV) 2017-03-21 $24.960

He is buying this for some of his clients. Originally he initiated positions down around $20, saw it rise nicely into the upper $30s and it is now in the mid-$20s. The recent disappointing quarter gave this enough of a pullback to give him a good entry point. For the long-term, he sees an enduring franchise in their toy business. They are expanding the brand so that you have a doll that can handle just about any kind of social group that a child might want. A $30 price target seems reasonable to him.

$30 David Dietze US EQUITIES CAUTIOUS Yes View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-03-21 $23.040

He thinks the long-term theme is higher interest rates and better equity markets. Both these things are great for insurance companies. This looks really great. It got a little extended, so it could pull back a couple of more dollars. A great long-term hold.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT MRE-T Martinrea Market Call Tonight (BNN TV) 2017-03-21 $9.630

In general, the US consumer is in pretty good shape. There has been a lot of concern in the last year that we are looking at possible peak auto for the cycle. It doesn’t look like that is the case, but auto parts companies and auto makers had a difficult time. The group that people were focused on within that sector were the auto parts retailers. In the last 2-3 months, the auto parts companies and some of the OEMs have started to come on. However, we do face a risk of some kind of border adjustment tax, and that could be risky for Canadian producers. He would prefer something like Delphi Automotive (DLPH-N).

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD ORCL-N Oracle Market Call (BNN TV) 2017-03-21 $44.840

This has been moving sideways for a while, although its last earnings report beat the street, and the stock popped up a little. There is more room to come. They are transitioning into Cloud very successfully, and as we increasingly use mobile devices, all the storage is up there in space. One of the few tech firms that can successfully acquire other companies. Has a very strong track record of folding other companies in, merging the culture and making money out of them.

David Dietze US EQUITIES CAUTIOUS Unknown View
PAST TOP PICK PYPL-Q PayPal Holdings Inc. Market Call Tonight (BNN TV) 2017-03-21 $42.640

(A Top Pick March 15/16. Up 9%.) Financial technology is a group he has been invested in for 3-4 years. Payment technology is really attractive because volumes are growing really dramatically. He is now more focused in Visa (V-N) than he is in this company, but it is a great company and a great space.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
COMMENT RIG-N Transocean Inc. Market Call (BNN TV) 2017-03-21 $12.210

The whole energy complex is falling today. There are concerns that people priced in too much growth in some of the pro-growth policies Mr. Trump wants to push, which are going to come later and more diluted. However, this is a survivor in energy and is the go-to company when it comes to deep-water drilling. Energy prices are still too cheap, and over the long haul they are going to drift higher, and this company will be a beneficiary. You could use pullbacks like this to add to your position.

David Dietze US EQUITIES CAUTIOUS Unknown View
PAST TOP PICK RSG-N Republic Services Inc Market Call Tonight (BNN TV) 2017-03-21 $62.580

(A Top Pick March 15/16. Up 32%.) If you think the economy is getting better, then waste is a great business to be in. It is dependent on economic activity. He also likes Waste Connections (WCN-N).

David Burrows NORTH AMERICAN - LARGE BULLISH No View
HOLD SAN-N Banco Santander SA Market Call (BNN TV) 2017-03-21 $6.000

A frustrating holding, but over the long haul, it is worth hanging in. Stocks based overseas, as a general proposition, have a lower valuation. Although Spanish based, it operates worldwide. Has a lot of operations in Mexico, US, Latin America and elsewhere in Europe. Valuation is very, very cheap. If you feel Europe can get out of its malaise and not disintegrate and people will gravitate back outside of the US for investment opportunities, then you are going to enjoy some dividends in the meantime, and this bank is a great way to play that trend. Dividend yield of 3.9%.

David Dietze US EQUITIES CAUTIOUS Yes View
BUY SQ-N Square Inc Market Call Tonight (BNN TV) 2017-03-21 $16.510

He really likes financial technology, which is a space that is going to continue to consolidate. The number of small businesses that are using Square is burgeoning. Technically, the stock is set up really well. He would have no problem owning this.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-03-21 $64.840

This group is best helped by rising interest rates. There was an inflection point in interest rates last June, which was ultimately a 30-year low, and over the next number of years we slowly see rates go higher. Given a choice of Canada versus the US, you may be in a better spot with US banks, which are very inexpensive. He would have a look at something like J.P. Morgan (JPM-N) which had a nice pullback in the last few days, or look at one of the investment banks like Morgan Stanley (MS-N). However, you will also be fine with this bank. (See Top Picks.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK TEVA-N Teva Pharmaceutical Market Call (BNN TV) 2017-03-21 $32.530

(A Top Pick Jan 17/17. Down 1%.) He is not investing for only 2 months, but for at least 12 months. Healthcare is still under pressure. This is #1 in generics globally.

David Dietze US EQUITIES CAUTIOUS Yes View
PAST TOP PICK UL-N Unilever PLC Market Call (BNN TV) 2017-03-21 $50.040

(A Top Pick Jan 17/17. Up 22%.) He feels consumer staples, particularly now, is an important spot in your portfolio.

David Dietze US EQUITIES CAUTIOUS Yes View
DON'T BUY UNH-N UnitedHealth Group Inc Market Call (BNN TV) 2017-03-21 $167.700

He is not adding to his holdings right now. The industry leader in terms of health insurance. The time when he really backed up the truck was in the early part of Mr. Obama’s administration when stocks were just begging to be picked up off the sidewalks. Since then, this company has done extremely well. For your healthcare exposure, he would be looking at the more traditional companies such as Abbott Labs, Pfizer’s, Merck’s, GlaxoSmithKline’s.

David Dietze US EQUITIES CAUTIOUS Yes View
SPECULATIVE BUY VRX-N Valeant Pharmaceuticals Market Call (BNN TV) 2017-03-21 $10.720

This is a huge problem child. Some of their drugs and compounds are worth a lot of money. He likes that sentiment has gotten so negative. Sometimes, when you have some enduring products, it is time to take a position as part of a diversified portfolio. Likes the new management. Their $30 million debt dwarfs the market cap which is why the earnings and sales look cheap. A high-risk situation.

David Dietze US EQUITIES CAUTIOUS Unknown View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2017-03-21 $9.820

When a sector gets crushed the overwhelming sentiment is to go back and look for the money that you feel it owes you. A lot of people jumped right back into the energy stocks in Jan-Feb. The history is, unless you get significant restructuring, it is likely there is going to be some indigestion after 12-14 months. That looks like what we are getting. He would prefer something like Algonquin Power (AQN-T) which is acting pretty well and is in a defensive group.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT WFC-N Wells Fargo Market Call (BNN TV) 2017-03-21 $55.850

Bank of America (BAC-N) or Wells Fargo (WFC-N)? Both large, US banks, so are going to have more in common than in disparities. It is hard to see one going dramatically in one direction and one going in the other direction. They are both going to be interest rate and economically sensitive. If interest rates move higher, margins are going to improve and will benefit both companies. However, he has a slight preference for Bank of America because of valuation. When looking at BV, Bank of America is dramatically cheaper at about 1.2X. We still haven’t seen the end of the fallout from their scandals in terms of pushing products to people, who weren’t aware they were signing up for a product.

David Dietze US EQUITIES CAUTIOUS Unknown View
PAST TOP PICK XOM-N Exxon Mobil Market Call (BNN TV) 2017-03-21 $81.830

(A Top Pick Jan 17/17. Down 6%.) This is a buying opportunity. Fossil fuels are needed, and this company is the best managed, largest and most diversified, so this is a long-term winner. Also, has a 3%+ dividend yield making it one of the higher yielders. (See Top Picks.)

David Dietze US EQUITIES CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-20 $0.020

G20 Statement. Although tepid, he thinks they are supporting free trade, but probably under a lot of duress from the first real official global meeting with the Trump policy being pushed towards the world. The US is the biggest economy in the world, so what they want tends to typically happen. This is why markets were concerned about the anti-trade, and the original reason why futures market sold off aggressively the night of the election. It is concerning. However, it is not measured in weeks and days or the next tick on the chart; it is a long-term strategic policy. While he is very optimistic and bullish on the need for lower taxes overall, he is concerned about the lack of trade. However, we have seen slower trade globally. Looking at the Baltic Dry Index and the freight rates that are being charged, they have been in a slow decline for years, so it is not anything new. If the biggest economy, the US, is not participating, there will be less trade globally. The US has a surplus against Canada and are not really fighting us, but they’ve made strong statements on softwood lumber as an example. They have a deficit against Mexico, which is where they want to improve and bring stuff and make America great again, and America 1st. We are going to see lots of this for years to come.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-20 $0.020

Crude oil. He is not bearish in that we are going back to the $20s, but he wants to see what OPEC is going to do. There is some compliance, but it is Saudi Arabia that is more compliant than a lot of the other partners. There is some weakness in OPEC, which is what he expected. Oil shouldn’t be at $55, but should probably be closer to $45.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-20 $0.020

BREXIT. The biggest thing from their perspective is, what does Scotland do. Scotland wants to hold a referendum in late 2018 or early 2019. Once they go through the two-year period of the negotiations to either stay or not stay, it is a mess. We haven’t felt one iota of economic impact in terms of trade, etc., and we probably won’t know for a year, or maybe 2, on how this plays out. It does speak to the fact that the UK and the EU doesn’t work, and eventually it is going to start coming apart. This is just the beginning.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-20 $0.020

Sectors with the best value right now? A couple of weeks ago, low volatility areas had been underperforming significantly. Markets have been strong since the Trump election, up 10%, 15%, 20% depending on where you look and what sectors. Low volatility sectors like utilities, consumer staples have underperformed. Those sectors, right now, screen as cheap because they are much more defensive. What typically happens with fund managers, is when they are positive on the outlook for the market, they are investing in more cyclicals; whether consumer, industrial or technology, companies that are going to get much more of a beta lift when the markets are doing well. When the markets are expected to correct, they can’t go to cash, most managers have to stay fully invested. They sell their consumer cyclical and they buy a consumer staple; they sell their industrial and buy a health care; sell their financial and buy a utility. This takes down their beta or their sensitivity to the downside. The low volume sectors are somewhat attractive right now compared to some of the more cyclical sectors.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-20 $0.020

Sectors you like and dislike? Real estate is interest rate sensitive, so not his favourite right now. He is underweight. What is really cheap? A couple of days ago, gold was cheap and he was nibbling in this sector. However, if you are talking about a strategy for the long-term, the next 2, 3, 5 years, financials in the US are still pretty cheap. When he is tactical, and moving money around pretty actively, he is looking out 3 months, maybe 6. He has no idea what is going to happen 4 or 5 years from now.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-03-20 $0.020

Educational Segment: Long-Term Investing. This is on geopolitical and global macro, because a lot of global hedge funds macro views and look for themes in markets. This week, Canada has their budget. Global investors look at things like this and look for what is diverging and what is different, and is it good or bad compared to others. The US is cutting taxes, both corporate and personal, while Canada is raising taxes. Global money follows the flow of funds. Canada has net outflows on capital account, net outflows on current account, so we run trade deficits. There is less money coming into Canada so the global investors see that Canada is vulnerable and if they Short Canada as well as the currency, will the Bank of Canada raise rates? Investing in Canada has a lot to do with oil, and as oil goes, so goes the TSX.

If the budget is as bad as he thinks it is going to be, in terms of taxing capital and savings, you use inverse ETF’s. HBP 60 Inverse ETF (HIX-T) is an inverse play on the TSX 60. While Canada is somewhat cheap this year, it is only going to grow at 1.5% a year over the next 5 years, and only because they are borrowing money.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-20 $0.020

Markets. YOMO (Year of Missing Out) is a great description of the Toronto housing market, but we are also starting to get this in equity markets. Stocks are moving, but simply because everyone is afraid to Sell as you don’t want to miss out, and valuations are starting to get stretched, and no one wants to get out of equities because Donald Trump is going to solve all the world’s problems. We have seen this great interest rate increase, which is usually a sign of good times, but investors are already paying for the tax that is going to get cut, and we are already paying for the regulations that are going to get cut. If people’s expectations are not filled, they tend to get disappointed, and the next response is to Sell.

Lyle Stein CANADIAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-20 $0.020

When will Canadian banks have stock splits? The time is close. Once they get over the $100-$120 level, it is probably time for a split. Splits don’t matter. They are just basically creating more shares at less price.

Lyle Stein CANADIAN CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-20 $0.020

Zinc. Inventories are down and supply is limited. Chinese are shutting some capacity in, in terms of the refining of the raw metal. Zinc is on a roll. It has been tight, and will probably stay tight as mines have shut down. There is no reason the price cannot spike up to the $2 levels. The best 3 plays in Canada are Teck Resources (TECK.B-T), the world’s largest net zinc producer; Hudbay Minerals (HBM-T) an intermediate play; Trevali Mining (TV-T) a more junior company.

Lyle Stein CANADIAN CAUTIOUS Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-20 $0.020

Canadian Banks? These are in a very enviable regulatory environment, having very few competitors. They have stable businesses, make a lot of money, pay good dividends with reasonable growth. Also, there is the issue of the housing market. If there was a significant correction in Vancouver and Toronto housing, that would hurt all the banks. These should be a core part of your portfolio.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-20 $0.020

Canadian Federal Budget. We’ve heard that there might be some tax increases coming, potentially in the capital market, which would not be encouraging. The government needs to raise money for some of the initiatives they have, especially with infrastructure building which is behind schedule. To the extent that they use the money to accelerate infrastructure building to encourage innovation, that would be a good thing.

Jim Huang NORTH AMERICAN UNKNOWN _N/A View
PAST TOP PICK AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2017-03-20 $57.460

(A Top Pick March 31/16. Up 21%.) He kind of liked the gold market at that point. Today, he is quite intrigued because they have a combination of growth and low cost mines. A Canadian high quality production. To him, this is a core holding in the gold sector

Lyle Stein CANADIAN CAUTIOUS Yes View
COMMENT ALA.R-T AltaGas Ltd Market Call Tonight (BNN TV) 2017-03-20 $29.950

If you like Altagas, then clearly you want to own the subscription receipts. It trades at a discount, but you get the same dividend. The receipts are issued for the purpose of finalizing the acquisition of WGL Holdings, a utility company in the US. If it does not get regulatory approval, the money gets returned to you. He doesn’t see anything to lose. It’s a good acquisition for them. If you have a medium to long term time horizon, this should perform well for you.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2017-03-20 $12.570

2017 is probably going to be a pretty decent year for this company. It is a combination of an unregulated power developer as well as owner of a lot of regulated utilities, especially in the US. They’ve done very well with a strategy of acquiring smaller orphaned utilities, managing them better, and passing on some of the tax synergies, being a Canadian holding company. At some point, when it gets big enough, there will be less accretion continuing, but for 2017-2018 they have more than enough runway for growth. Have been growing dividends very rapidly.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-03-20 $58.690

This had a bit of an earnings miss when their margins weren’t quite what people thought they were going to be. This has been a great growth story. All great growth stories need to have time to congeal and build themselves up for the next level. As a buyer, be disciplined. Set a price target at where you would want to own. If you get it, you got it on sale.

Lyle Stein CANADIAN CAUTIOUS No View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-03-20 $48.270

This has been a great performer long-term, so it’s perfect for long-term accounts like RESP’s. Run by a very smart management team with a very long track record. They’ve gone from direct holding of real estate assets to more of a fee generating management company. This gives higher margins and they are able to leverage outside investors as well. Not a cheap stock.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT BBI-X Blackbird Energy Inc Market Call Tonight (BNN TV) 2017-03-20 $0.520

A gas exploration company focused in the Montney, Canada’s premier gas play. A really good land package and have been working on it for a few years. They finally translated some of the exploration results and have the prospect of getting into production. One issue is access to market. They’ve made some arrangements, so that is coming. This is for people who can take a bit higher risk.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
TOP PICK BCE-T BCE Inc. Market Call (BNN TV) 2017-03-20 $57.560

This has come down because there of concerns about slowing demand for services and potentially rising interest rates. You are getting almost a 5% dividend yield, and it is going to grow. It has great cash flow generating ability. He likes their Manitoba telecom acquisition as it gives them more synergy potential. (Analysts’ price target is $60.)

Lyle Stein CANADIAN CAUTIOUS Yes View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-03-20 $4.540

This was hurting big time a year ago; really suffering under the much, much deteriorating balance sheet, caused by debt, caused by making acquisitions. They got through it and had a nice recovery into the summer of 2016, but as oil prices weakened they are now struggling.

Lyle Stein CANADIAN CAUTIOUS Unknown View
BUY on WEAKNESS C-N CitiGroup Market Call Tonight (BNN TV) 2017-03-20 $59.590

All the banks have had a great run since the Trump election, partly premised on deregulation. Dodd-Franks has been a burden, so deregulation will be good for them. If the regulatory burden gets less, they would then have a lot of excess capital, which could potentially be returned to shareholder by dividends and buybacks. Compared to Canadian banks, this is still very cheap, especially on Book Value. This one is very exposed to international markets, and Mexico comes to mind. On balance, it is probably a good one to get into, preferably after a pullback after its very strong run.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
HOLD CGX-T Cineplex Inc Market Call (BNN TV) 2017-03-20 $50.770

He continues to like this. It had a disappointing 2016, not the best year for movies. In spite of the weak Q4, they are getting increasing revenues from non-theatre tickets. They are expanding their revenue streams from gaming and media sell. You get the upside when you get a good movie cycle, but this is a business that is well-run with stable cash flows. Pays a 3% yield.

Lyle Stein CANADIAN CAUTIOUS Yes View
HOLD CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-03-20 $117.120

He owns all the Canadian banks and likes that they are able to grow their dividends. Their capital ratios are improving. Being more of a domestic bank that some of the others, this has done very, very well. Dividend yield of 4.3%.

Lyle Stein CANADIAN CAUTIOUS Yes View
WAIT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2017-03-20 $117.120

It is always a good time to get into Canadian banks, because it is such a good business model. The last quarter was very good all the banks, and this one did particularly well with the domestic mortgage growth, etc. A lot of their growth comes from the mortgage side, which is benefiting from the strong housing market. This pays a good dividend and has a reasonable growth. After the strong run they’ve had, it might be a time to wait before getting in.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2017-03-20 $43.040

Just acquired working interest in the Athabascan Oil Sands. Once again we are seeing foreign companies exiting the Canadian oil patch, which seems to happen every couple of decades or so. Every time they do so, it tends to be a good time to get in. On a running cash flow basis, it is basically a cash flow machine, using the money to buy more properties, grow more or return it to shareholders in the form of dividends and share buybacks.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT CP-T Canadian Pacific Rail Market Call (BNN TV) 2017-03-20 $195.510

There is talk of a merger with CSX (CSX-Q) that is going to take time. Hunter Harrison has his hands full in trying to squeeze costs out of CSX as fast as he did with CP, which has now consolidated. There is now talk that “oil by rail” is going to come back in. There are upticks in industrial activity, which is good for all rail stocks. He is looking hard at this but would like to see some better pricing. He likes other sectors at this time.

Lyle Stein CANADIAN CAUTIOUS No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-03-20 $14.280

He likes this. It has high leverage to oil prices, and he believes oil prices are going to go higher from here. This has one of the best land positions in Saskatchewan, Manitoba, and the US. In the past, they’ve had some issues with excess of issuing shares that diluted the company on a short-term basis. He feels they are putting a stop to that and will do much better going forward.

Jim Huang NORTH AMERICAN UNKNOWN Yes View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-03-20 $99.710

This has done very well in expanding their business. The thesis is that the Canadian market is under penetrated and under stored compared to the US. They have obviously come a long way in catching up. There is still a couple more years for them, in terms of catching up. They have some feelers in South America. In the meantime, they are going to continue to introduce some higher-priced items. It is a higher risk stock now compared to what it used to be.

Jim Huang NORTH AMERICAN UNKNOWN No View
PAST TOP PICK DRT-T DIRTT Environmental Solutions Market Call Tonight (BNN TV) 2017-03-20 $6.700

(A Top Pick March 1/16. Up 25%.) They had some big orders from the oil patch, but with the oil price downturn, that went away. However, in 2 years they made up all of their lost revenue, and got more sectors involved. There is a lot more room to grow. They are just getting started.

Jim Huang NORTH AMERICAN UNKNOWN Yes View
TOP PICK DRT-T DIRTT Environmental Solutions Market Call Tonight (BNN TV) 2017-03-20 $6.700

You could think of this as a modular furniture company, but it is not just furniture. They do walls, they do the whole design. Give them an empty space, they can get it done. It gets measured and put it into proprietary 3-D design software so you can visualize what it looks like. What is more impressive, is that they basically have it all priced out instantaneously. (Analysts’ price target is $8.63.)

Jim Huang NORTH AMERICAN UNKNOWN Yes View
BUY on WEAKNESS ENB-T Enbridge Market Call (BNN TV) 2017-03-20 $54.490

One of those great Canadian businesses that amounts to a monopoly, or a very limited market. This is a wonderful business. They’ve had an incredible track record over the past number of years. They consistently raise their dividend. If it got a little weaker, he would be looking to add to his holdings.

Lyle Stein CANADIAN CAUTIOUS Yes View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-03-20 $139.940

This always trades at a pretty expensive multiple based on short-term earnings, and becomes even more when it becomes clear that this is a default place people go when they want to do online advertising. They’ve been pretty smart in deploying capital and making acquisitions. As long as they continue to do that, this will continue to do well.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT FIE.A-T iShares Canadian Financial Monthly Income E.T.F. Berman's Call 2017-03-20 $6.910

The distribution on this is somewhat fixed. They are paying out north of a 6%-7% yield. If you look at what is in it, there is nothing that yields that much. Looking at all the banks and the other income generating securities this owns, the average is about 4%. This is paying out about 3% extra, which is capital gain you would’ve otherwise been getting from the share price. This is why you are not seeing a lot of upside in the price movement of this ETF.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN Unknown View
COMMENT FN-T First National Financial Market Call (BNN TV) 2017-03-20 $26.950

One of the alternative lenders. A great earnings story and a stable company. The fears regarding real estate is what caused the draft down in the stock price, in the latter half of 2016. However, as a dividend generator, it is a pretty stable business. A very tightly controlled company which he likes. Their software is 2nd to none. This is the kind of name you can own and feel comfortable doing so.

Lyle Stein CANADIAN CAUTIOUS Yes View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-03-20 $42.530

Basically an electric utility company. Pretty much all the businesses are regulated. This started as Nova Scotia Power. Lately they have been diversifying into the US. The stock has been flat in the last while because they had to issue a lot of stock to finance acquisitions, but in the medium to long term, those will pay off. If interest rates go up there will be some negative impact, but there should be more than sufficient growth to offset that.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2017-03-20 $9.880

Zinc and copper. He’s been happy owning this over the years. A well-managed company. They’ve made good investments to expand their production out of Manitoba and into south America. Have some really good mines in both countries. Zinc gives you the near term kind of kick, while copper is the metal that everybody is questioning as to what is going to happen to it in 2020-2022. A nice way to participate in the metals rally.

Lyle Stein CANADIAN CAUTIOUS Yes View
PAST TOP PICK HLF-T High Liner Foods Market Call (BNN TV) 2017-03-20 $17.780

(A Top Pick March 31/16. Up 23%.) They’ve had a couple of disappointing quarters as their growth projections didn’t quite come to fruition. Dividend yield of 3.1%.

Lyle Stein CANADIAN CAUTIOUS Yes View
TOP PICK ITP-T Intertape Polymer Group Market Call Tonight (BNN TV) 2017-03-20 $21.940

This basically makes tapes. Designs things like Scotch tape, as well as making a lot of tape for industrial use, and for e-commerce. They control costs partially by phasing out older plants and building bigger and more efficient ones. Stock has been a little flat in the last couple of months because of flooding in one of their new plants, but that is fading away now. Dividend yield of 3.3%. (Analysts’ price target is $27.75.)

Jim Huang NORTH AMERICAN UNKNOWN Yes View
HOLD MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-03-20 $24.010

One of the bigger lifecos in North America, but also has some bigger strengths in Asia, one of the fastest growing areas globally. With interest rates going up in the US, all the lifecos should benefit, this one in particular. There was a lot of noise in the last quarter. Things come together causing short-term pain, but these should pass. Expects they will do quite well in the long-term.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-03-20 $58.680

(A Top Pick March 1/16. Up 14%.) This has gone through some tough times. Auto sales had a huge recovery from the bottom of 2008. Sales are pretty much at an all-time high, both in the US and globally. They’ve also had some issues from foreign currency translation, mostly because the US$ went up. He still likes the company and management. No longer in the stock, but there will be a time to buy this again.

Jim Huang NORTH AMERICAN UNKNOWN No View
COMMENT NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-03-20 $45.260

This has been in a great position to benefit from infrastructure spend, and will continue to do so as North American transportation fleets need to be improved. They have done an amazing job of tucking in acquisitions, and are now a real dominant provider of coaches. He is looking for things where a little disappointment has set in, as opposed to paying for all the good news.

Lyle Stein CANADIAN CAUTIOUS No View
PAST TOP PICK NPI-T Northland Power Inc Market Call (BNN TV) 2017-03-20 $24.410

(A Top Pick March 31/16. Up 19%.) He was looking for stability and for its yield. He expects to see further dividend growth because of the wind projects in the North Sea, that are now coming into fruition. They’ve just announced another project for later on, plus you get the possibility of something happening because the company is looking at strategic alternatives. Dividend yield of 4.4%.

Lyle Stein CANADIAN CAUTIOUS Yes View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-03-20 $22.990

Potash is an industrial material. You do not want to be invested in industrial material stocks when there is excess capacity. This has plagued the potash market for years. You have time before investing in this one. The dividend has been cut. Dividend yield of 2.3%.

Lyle Stein CANADIAN CAUTIOUS No View
COMMENT PPY-T Painted Pony Petroleum Market Call Tonight (BNN TV) 2017-03-20 $5.540

A small company in the Montney gas play. They have big resources and big upside if they were to be acquired. The issue is that gas prices have been pretty weak. They continue to issue stock to finance their activity, which is negative for the stock in the short term.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
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