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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
  
TOP PICK ELY-N Callaway Golf Market Call (BNN TV) 2014-11-20 $7.570

(Top Pick Dec 05/13, Down 2.82%) The turnaround is about half way through.  We had a dismal summer last year and then a poor winter.  Longer term restructuring stories are the kind of animal that are lumpy, but when they work they work well so he is happy to hold this.  The US middle class tend to be golfers.  New product introduction benefits them as does the new CEO’s turning the company around.  There should be more upside.  You see a lot of young guys on courses in Florida. 

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
BUY FCX-N Freeport McMoran Copper & Gold Market Call (BNN TV) 2014-11-20 $28.570

There is going to be a recovery here.  Copper is a continuing theme.  Sees no problem with the story.  It requires a multiyear horizon.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
WEAK BUY LYG-N Lloyds TSB Group PLC Market Call (BNN TV) 2014-11-20 $4.860

The US is closer to an interest rate hike and will propel those banks.  The US banks are freshly recapitalized.  In the UK that is not the case.  This is a good bank.  Sell if you bought before the crisis.  If you bought afterwards, hold as it will be a multiyear success story.  He holds HSBC-N broadly.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
BUY on WEAKNESS NZTCY-Q (OTC) Spark New Zealand Ltd Market Call (BNN TV) 2014-11-20 $0.000

At current levels the dividend is sustainable.  Buy on currency weakness.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
BUY PM-N Philip Morris International Market Call (BNN TV) 2014-11-20 $85.810

Look at the dividend growth history.  It has been very regular.  He is big fans of this category.  As a business model they are very attractive.  Not expensive because of the regulatory risk.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES No View
BUY RDS.A-N Royal Dutch Shell PLC (A) Market Call (BNN TV) 2014-11-20 $71.000

The .A shares are taxed differently in the UK.  This has the best balance sheet of the majors.  They underperformed because they were investing.  There is upside on the dividend.  The balance sheet is sustainable.  You have to wait until oil prices raise before there will be upside in the stock price.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
HOLD S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2014-11-20 $2.680

Thoughts on the 2018 and 2020 bonds considering the recent events? The company just redeemed a lot of its earlier bonds and issued the bond in 2022, to put out the maturity date so there is less pressure for the company to meet any principal maturities short term. If you own, he would Hold. This company has always had a good rapport with the street.

Hank Cunningham FIXED INCOME UNKNOWN No View
HOLD S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2014-11-20 $2.680

7.5% Sept 24/2020 bond? This is one of the better firms that is dealing with the street. Just redeemed a lot of their bonds early and replaced them with a longer term bond. They have a balance sheet where there are no forthcoming principal maturities that will cause them any anxiousness in the bond market.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
PAST TOP PICK SC-T (Dead) Shoppers Drug Mart Corp Market Call Tonight (BNN TV) 2014-11-20 $60.830

(A Top Pick Jan 29/14. Up 2.96%.) 2.36% bond maturing May 24/18. This has rolled down the curve with a positive return of over 3%. It will continue to generate positive returns.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
DON'T BUY SNY-N Sanofi-Aventis Market Call (BNN TV) 2014-11-20 $46.570

The big drop was related to the poor performance of the diabetes drug.  When the CEO gets let go after announcing poor earnings it is not a catalyst.  He wonders if they have a proper pipeline.  He suggests staying away from it although there is some definite value here.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES No View
BUY T-N A T & T US Market Call (BNN TV) 2014-11-20 $35.280

He owns BCE-T.  Bought after the failed acquisition so the cost price was $28.  The challenge is for new clients.  Telcos are a GDP grip.  The US economy is getting ready to turn the corner.  The dividend will grow.  The potential of an interest rate increase will cause the pension funds to eliminate their deficit.  T-N will be the first where they will not have to pay a pension amount to employees. 

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
DON'T BUY TA-T Transalta Corp Market Call Tonight (BNN TV) 2014-11-20 $11.500

6.2% strip bonds maturing in 2030? This is very long-term and his preference is to “not” Buy long term corporate bonds. The credit rating on this company is a low BBB, verging on a BB+, so it is not very high quality.

Hank Cunningham FIXED INCOME UNKNOWN No View
WEAK BUY TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2014-11-20 $18.220

Buying it at a discount is always a good thing.  But the market is telling you there is half the demand moving forward although he does not agree with it.  Copper demand is not going away.  It is a buy if you have three years to hold it.  It is quite attractive here.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
COMMENT TLT-N iShares 20+ yr Tr. Bond ETF Market Call Tonight (BNN TV) 2014-11-20 $119.380

These units have produced almost 12% in the last 12 months. The average term on this ETF is almost 7 years, so it is a good bet on the long-term market. Doesn't think the next 12 months are going to produce anything like that. This is an ultra bond fund for anybody that wants to play the bond market.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
BUY UL-N Unilever PLC Market Call (BNN TV) 2014-11-20 $41.340

It is a serial dividend increaser and the balance sheet is incredible.  They are on sale because of their exposure to the emerging markets.  Prefers to PG-N.  This will do well over the long term.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Yes View
BUY on WEAKNESS V-N Visa Inc. Market Call (BNN TV) 2014-11-20 $251.670

There was no domestic acceptance of Visa last year, but in the last couple of weeks they announced they are opening up the payment market.  This one should be a big deal for this company, but they will have to go through a penetration processes.  You have no exposure to payment defaults.  They are just a transaction processing company.  It is a very expensive story.  Longer term you will be okay.  The valuation is very expensive.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
BUY WFC-N Wells Fargo Market Call (BNN TV) 2014-11-20 $53.480

He avoids the regulatory glare.  He goes for regional banks.  However, he would buy this one here.

Darren Sissons GLOBAL LARGE BULLISH on RESOURCES Unknown View
TOP PICK X-T TSX Group Market Call Tonight (BNN TV) 2014-11-20 $52.650

3.25% bonds maturing Oct 3/18. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
DON'T BUY XHY-T iShares US High Yield Bond Index ETF Market Call Tonight (BNN TV) 2014-11-20 $21.210

Thinks the boom is over in the high-yield market, and the price of this particular ETF will likely work itself lower. Very liquid and very diversified, but a major percentage of the bond held in this ETF is in the energy patch and there is a lot of concern about some of the credit worthiness of some of the issues as long as the price of oil stays where it is or goes even lower. Thinks you will get a chance to buy it cheaper.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-19 $0.020

TSX. Had expected a bit of a correction going into the fall, but was really surprised at the volatility of the correction, how hard the market had sold off but how fast it has recovered as well. He has seen a fair bit of technical damage done. In the US, a lot of that damage was repaired, but in Canada it hasn't done quite as well. He is still monitoring a lot of indicators fairly closely. One of the huge catalysts for stocks going forward is the price of oil. A $0.01 drop of gasoline in the US is worth $1 billion in US consumer pockets. Gasoline has dropped $0.65-$0.75, so there's going to be a lot of money that consumers have that hopefully will triple its way into the economy. He's looking for solid earnings growth going forward. US and Canada have reported pretty good numbers so far this quarter. Expects the next quarter will see some pretty good earnings as well, because the consumer is going to be so strong. He is seeing a lot of opportunities across the board in Canadian companies. There is a lot of great earnings growth. We are going into the strongest seasonal period from the end of October to the end of May. On top of that, we are also moving into the strongest period of the 4 year presidential cycle. From a probability standpoint we have seen the correction, which has taken a lot of the froth out of the market, and we should now see fairly strong and a fairly good upwards markets for the next 6 months at least.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-11-19 $0.020

Global economy. US economy is doing quite well. Global economy is doing okay, but certain parts are doing better than others. Europe continues to struggle. Latin America is having some problems. China is a little bit slow, but still growing at a pretty fast pace. India seems to be doing pretty well. All in all, what we have seen here is a readjustment where a lot of strategists and analysts had global forecasts that were overly optimistic in the 1st part of the year, and have been adjusting their forecasts down. Adding that to the mix, with the threat of higher interest rates in the US, is causing some investors to refocus their attention. Given what the federal reserve board said today, the Fed doesn't seem to be overly concerned about the stock market or market volatility, and they don't seem to be too concerned about the global economy, because they think there are positive offsets that are positive. For example, interest rates remain very, very low and are going to remain at a very, very low rate for a long period of time and they have moved lower. Energy prices are significantly lower, which is a major positive stimulus for the whole global economy. The Fed is looking at this and saying they are going to remain on their track towards higher short-term “administered” interest rates some time late next year and he thinks that is a reasonable thing to do. Canada did it, and we didn't fall off a cliff. The global economy is still going to grow at about 3.5% per year.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
PAST TOP PICK AC-T Air Canada (B) Market Call (BNN TV) 2014-11-19 $10.140

(A Top Pick Jan 15/14. Up 12.36%.) Still likes. Continue to have nice earnings reports. Just announced a baggage fee, which drops money to the bottom line. Have a lot of positive things working in their favour.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-11-19 $41.420

There has been such a huge run in all the consumer staples names, both in Canada and the US, all year. This company falls into that category. Not cheap from a valuation standpoint, but comparing it to a lot of the other consumer staples names, it is probably one that he likes the best. Thinks they will continue to execute on their acquisition strategy. Every time they do an acquisition, the market gets nervous about what is happening, and they end up with bigger synergies and stronger numbers. Thinks this will go higher.

Bruce Campbell (2) CANADIAN BULLISH Yes View
PAST TOP PICK AVO-T Avigilon Corp Market Call (BNN TV) 2014-11-19 $18.000

(A Top Pick Jan 15/14. Down 45.84%.) Still likes. The market put them in the penalty box. He started to see things break down from a technical standpoint in early February. Sold his stock at the $28 level and ended up making money. Past quarter was quite good and the stock had a big one-day move. He wants to see it follow through with another quarter of good numbers.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2014-11-19 $32.280

Had a great run. Have phenomenal margins of over 25%. A very profitable company. They manufacture and operate hydro-vac trucks that are used to excavate, using water and a vacuum. Half their business is in oil/gas, as well as pipelines and utilities. Last summer they announced they were reducing the number of trucks they were building, from 5 down to 4, and the market got very concerned. Also, had a bit of a stumble with their earnings. The most recent numbers show that the margins and earnings are back up. They now have a solid plan in place, where they are going to double the number of trucks in the US from 450 to 900 in the next 5 years. Dividend yield of 1.1%.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2014-11-19 $11.560

This company is really doing what they said they were going to do. The problem is that perception is really against them. Their last quarterly reports have been beating expectations. Market is questioning whether they can continue to execute. From what he sees so far, John Chen is doing an excellent job. Expects the numbers will move into the green fairly soon and the stock will probably move higher.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-11-19 $10.590

This has been a tremendous growth story. There is a new management team, which he thinks is very talented and who are doing their best to right side the balance sheet, as they had a little bit too much debt at one point. They stuck with the dividend through thick and thin, but eventually reduced it. He likes the new management team and thinks they are doing the right things. This is one that you could own.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-11-19 $29.600

Always has his eye on this because of its size and domination in the heavy oil market. Has been punished a little more than some of the other names. He would want to see it basing from a technical standpoint before he looked at it, as well as some revision in their numbers. Probably won't see that until the CRA issue is resolved.

Bruce Campbell (2) CANADIAN BULLISH No View
HOLD BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-11-19 $29.600

A well run company. He was not that keen on their recent US acquisition. Heavy crude oil prices have been quite good recently. The Canadian dollar is falling, and a lot of investors don't appreciate that the falling Canadian dollar is a very healthy offset for a lot of these Canadian oil-producing companies, because they sell in US dollars. This is one that you could own at these prices and probably do pretty well.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2014-11-19 $21.630

If you are going to invest in a uranium producer, this is the one to invest in. This is obviously a politically charged investment. Doesn't think there is any way, long-term, that the Europeans, looking at an increasingly belligerent Russian government, can't give nuclear a restart. Also, Chinese coal, oil, natural gas and oil consumption continues to go up. Chinese are embracing the fact that they are killing themselves and everyone else if they don't make adjustments.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-11-19 $35.300

He is quite optimistic on the energy space in general, but you always need to be picking good quality companies. Forgetting about the dividend, he likes this company’s growth profile. They have done an extremely good job of executing and growing production, maintaining their costs well, consolidating large areas. They made a very good purchase in the Utica Basin in the US, which a lot of people were very suspicious of, and they proved the critics wrong. His only complaint is that they are serial acquirers of assets. Not necessarily a bad thing, but if they continue to tap the investing landscape in Canada to finance that growth, they have tapped the retail investor one too many times. They need to go down to the US investment bankers and sell their stock to Americans.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
COMMENT DHX.B-T DHX Media Market Call (BNN TV) 2014-11-19 $9.050

Stock has done phenomenally well. Had a bit of a pullback recently. He had previously owned this and is on his radar screen. Last quarter's earnings were a little bit of a disappointment to the street. It will eventually be a take out; it is just a matter of when. They continue to build out their library. Just announced a deal where they are going to be doing some work in China. Revenue and earnings are going to slowly catch up to all the building they have done in content. If it pulled back a little more, he would probably look at adding it to his portfolio.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2014-11-19 $52.830

Has been a tremendous growth story. Well-run. The company has done an excellent job of increasing the average selling price for their product in the store. There is still a lot of running room from a space perspective. Trades at a pretty rich valuation of 24X estimated earnings. He just doesn't want any exposure to Canadian retailing. Prefers US retailers instead.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT E-T Enterprise Group Market Call (BNN TV) 2014-11-19 $0.580

A supply services company associated with the oil/gas business. Recent quarter was a bit of a disappointment to the street and the stock dropped back. Probably in the penalty box until 1) the wind is at their back from a sector standpoint and 2) they post a quarter that surprises the street, or at least meet its expectations. He prefers Petrowest (PRW-T).

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT ELW-X Elkwater Resources Ltd Market Call (BNN TV) 2014-11-19 $0.180

Quite excited about what is going on. There are 2 different things to look at. Stock price has been under a lot of pressure because 1) low energy prices and 2) they did a recapitalization in the summer, which meant there were a lot of shareholders who had restricted stock, and that came free trading at the beginning of November. At the same time, the company has been working on acquisitions that they made, which will be closing probably later this week or early next. That will allow them to start building the company. They have no debt. This is a real bargain. You'll probably have to be patient.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT GM-N General Motors Corporation Market Call Tonight (BNN TV) 2014-11-19 $32.150

He has tended to stay away from the automotive business, because it is very cyclical and a huge consumer of capital. It is a very, very tough business to survive in. The car cycle still has some room to run, so he feels you could be here if you really want to be invested in the automotive sector.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
TOP PICK GOOGL-Q Google Market Call Tonight (BNN TV) 2014-11-19 $547.200

Has owned this for quite some time. A wonderfully innovative company. 80% of all cell phones operate on their system. Has a great balance sheet. Visionary leadership that doesn't pay themselves a penny. They are able to attract outstanding talent. A lot of the things that they are working on, like autonomous driven cars, are coming to fruition. These are the kind of guys that are making things happen. They are creating the demand. The YouTube site has not been really monetized as much as it probably could be. Trading at about 18X forward earnings. For company this size, growing this well, with that many opportunities, and a dominant position in so many industries, it is incredibly good value.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT IKM-X Ikkuma Resources Market Call (BNN TV) 2014-11-19 $1.500

A really interesting company. The team came over from Manitok (MEI-X). They have a specialty in drilling foothills oil and gas that really no one else has a lot of technical expertise in. Probably finding pools that are sitting there and have never been discovered before. The current environment with the price of oil probably works to their benefit, because they are able to go out and accumulate properties, when nobody else wants them, and probably get fairly good prices for them. Fairly early with the story. Will probably be an exciting story over the next 3-5 years. If you have that kind of time horizon, this will be a great stock.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
COMMENT INP-X Input Capital Corp Market Call (BNN TV) 2014-11-19 $2.010

Has watched this. A really interesting streaming business. We typically see streaming companies in the energy or mining. This is in agricultural and they stream with canola. What he likes is that they are going to have great cash flow, but they are going to have to build out that base. Still a fairly new company. If you have a longer time frame, this is one you could look at. Doesn't screen super well in his process for earnings, but thinks it's just a matter of time.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK IT-T Intertain Group Market Call (BNN TV) 2014-11-19 $14.130

Online gambling. This was spun out of Amaya Gaming (AYA-T) and they still have a relationship with them where Amaya is guaranteeing some revenue for them. A big part of their market is in Bingo. Amaya is in the poker market, which is much more fickle as the players tend to move around from one site to the next. Bingo brings in a different demographic of more females. Made a number of acquisitions in the last couple of months, with several more they are working on. Fairly cheap here. Wouldn't be surprised if Amaya came back in and bought them back.

Bruce Campbell (2) CANADIAN BULLISH Yes View
HOLD ITP-T Intertape Polymer Group Market Call (BNN TV) 2014-11-19 $19.320

This is really a turnaround story that is firing on all cylinders. Just came out with their earnings in the last few weeks and they were blowout numbers. Their big competition in North America is 3M (MMM-N). They continue to execute and have done a very good job of restructuring and streamlining the company. Thinks their business continues to go higher.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT KEL-T Kelt Exploration Market Call (BNN TV) 2014-11-19 $9.380

Has really trimmed back his energy exposure, but one area that he has held onto are natural gas stocks. He uses a weather service out of the US, which is really accurate. It is calling for a colder than normal winter in the eastern part of North America. That will draw down the natural gas supply, so he thinks the stock will be fairly firm. This company is very well-managed and are in the right location. It is just a matter choosing between one or the other, and he has actually picked  Pine Cliff Energy (PNE-X) and Storm Resources (SRX-X), which both have great balance sheets and the ability to make acquisitions. Fairly low decline rates and production costs are low. However, he would be comfortable with this one.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2014-11-19 $9.380

(A Top Pick Dec 5/13. Down 1.26%.) Has grown its production per share by around 200% plus. Cash flow has grown by a huge amount. Stock has gone down because oil prices are down. Predominantly a natural gas producer. Very, very well run. Producing about 15,000 barrels per day and is going to grow its production next year. Has announced that it is going to reduce its spending budget a little bit next year, but not substantially. Balance sheet is in excellent shape. At these prices, it represents excellent value.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2014-11-19 $2.730

Extremely high dividend yield of 14%-15%. The company has to do something if the model is not sustainable at these prices. Balance sheets get destroyed and may be having to sell things to pay down debt. If they stopped paying the dividend, he would probably look at this company. They are trapped in this game of having a free lunch in the energy business. His guess is that they are going to sell assets to try to stay sustainable.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
SELL NIF.UN-T Noranda Income Fund Market Call Tonight (BNN TV) 2014-11-19 $2.390

Have a ton of trouble on their hands. A classic case of financial engineering going bad. Noranda sold it into this fund at the highest price they possibly could, to make it look like an attractive investment to unsuspecting retail investors. This is a mess.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT PD-T Precision Drilling Market Call (BNN TV) 2014-11-19 $8.590

With everything that is happening in the energy sector right now, he has taken a bit of a backseat and doesn't have a lot of energy exposure. Certainly a great company and a great management team. If he started to see oil prices stabilize, so that he would know where capital budgets were going to be for exploration companies, it would be a great point to enter back into this company.

Bruce Campbell (2) CANADIAN BULLISH No View
PARTIAL SELL PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2014-11-19 $2.050

Stock has been on a tear. He originally got involved because of their manufacturing businesses. They manufacture plasma from blood, for different drug companies that are used in different drugs. Sees this business continually ramping up over the next few years. Have a number of drugs that are in clinical trials, and if they get approved then the sample size of the amount of plasma they are going to need is going to expand exponentially. Sort of a lottery ticket, because they also have some technologies for orphan drugs, and that is what has really caught the market’s attention. Just issued stock and raised $25 million. Expects there will be some kind of partnership agreement, which could bring in more cash to fund their trials. Going forward, he thinks the stock goes significantly higher. If you own, consider taking some profits and trade the stock. He likes it at the $1.90 level.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT PNE-X Pine Cliff Energy Market Call (BNN TV) 2014-11-19 $1.830

Great company. Thinks they have the balance sheet to do significant acquisitions going forward. Have been very disciplined at what they do. These are the same people that started Bonterra (BNE-T), which has probably had one of the best long-term returns of any stock on the TSX. He thinks this company is doing the same thing. Low production costs and they are buying assets with low decline rates and they don't have much debt. With commodity prices being very cheap here, they probably can step in and buy some natural gas assets, which have more of an oil bent to them, and get them at discount prices. Thinks it goes significantly higher.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT PRW-T Petrowest Corp Market Call (BNN TV) 2014-11-19 $0.840

Not a lot has changed except for the share price. They are mostly focused in construction, and if anything, skewed towards the natural gas side of things rather than oil. Have been dragged down with the price of oil, and probably unfairly. Recently had good revenue numbers. A few days of slowdown because of weather. From what he can gather, they are still firing on all cylinders as far as revenues go. That will really drive the earnings numbers. The big wild card is the Site C dam. If it is a positive, this company could get a little or a lot of work depending on if the bid is accepted. Also, there are a lot of LNG projects.

Bruce Campbell (2) CANADIAN BULLISH Yes View
TOP PICK RTK-T Artek Exploration Market Call Tonight (BNN TV) 2014-11-19 $2.820

This is a reasonably high risk. Have a large amount of very attractive land in the Montney area in north-eastern BC. Big, big partners. Drilled a couple of bad wells and have some execution problems. Got rid of some people. Just drilled a well a little while ago, that was the best ever condensate well in BC. Somebody just bought a huge amount of land at $130 million right beside them. If you ascribe that $130 million value to this company's land, you get about a $350 million value plus production of about $150 million. Trading around $250 million enterprise value. If they keep executing, he doesn't think this company will remain a public company more than a year.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-11-19 $30.620

How much of its products are energy sector based? Hasn't followed this recently, so he doesn't know what its exposure is to the energy patch. A well-run company in metal distribution and fabrication. He would be surprised if it didn't have some exposure. Companies in the oil patch are starting their budgets right now. You are going to see budgets come down and one of the dichotomies of this is that the oil services sector continues to lead at a premium valuation to the producers and exploration companies, which doesn't make sense. There still is downside risk. Thinks this one has exposure into the US as well, and he is quite optimistic about the US. A well-run and well matched company and you are being paid around a 5% dividend.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
WAIT SGY-T Surge Energy Inc Market Call (BNN TV) 2014-11-19 $6.040

Has a nice dividend of 9.8%, and from the work he has done, the dividend is still sustainable at this level and they can still produce a little bit of growth at this level of  commodity prices. If he saw more pullback in the energy sector along with some stability, it would be one he would add.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SIO-X Sensio Technologies Inc. Market Call (BNN TV) 2014-11-19 $0.220

Still likes this company. Thinks they are suffering from not having a lot of news out. Had a quarter that was great, but going into the next 6 months, we are going to see a lot of news come out for this company. They have their ramp-up with LG. Those LG TVs with the Sensio 3-D apps are just being released into the market right now. It is going to be a big Christmas promotion that LG puts on. This means their 3-D app gets utilized and will get a lot more users. Those users drive their revenue and cash flow.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2014-11-19 $2.870

This company can continue to keep its production flat at $65 oil. At $70 oil, they are just fine. The company has one of the best balance sheets in the sector. One of the lowest cost operators. Debt to cash flow next year, at this kind of price, is going to be around 0.8 times, which is one of the best in the industry. Have outdone their targets every time. Prudent.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Yes View
STRONG BUY SPY-X Sprylogics International Market Call (BNN TV) 2014-11-19 $0.610

Just added more to his holdings. He is quite excited about this. There is lots of opportunity ahead. Their original technology was doing search for mobile chat. Cell phone companies have lost a lot of revenue as people have migrated away from SMS platforms towards the Chat programs. This company has a technology that allows them to monetize this through advertising, both from the cell phone companies, but also from over the top carriers. What is really exciting is their most recent announcement that they are moving into the fantasy sports market, a $3.6 billion market with an app called Breaking Sports, which basically provides real-time information on sports. It will comb through and filter all the social media sites, and provide breaking news on sports. It's superfast. Stock is super cheap at this price. Has a $17 million market cap while the Score (SCR-X) has $110 million market cap with 6 million users. With users ramping up in Sprylogics, it could have the same market cap or higher. A big wild card is that it could be taken out.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2014-11-19 $38.710

If you want to own a large cap name in Canada, the energy sector is representing good value here. He has quite a bit of energy exposure, although he doesn’t own this one. If you want to own a large cap major, this would be the one. Likes what management is doing. They are paying attention and focusing on cost of capital. They’re not just pursuing growth for the sake of growth. They are buying back their stock when they think that they can't make investments in industries. Global supply is about 93 million barrels a day and global demand is about 93 million barrels a day. They are both growing at about 1.5%. There has been a downtick in growth recently. The large cap oil sands producers have been pursuing these large-scale mining operations and this company has done an excellent job of doing it. Reasonably expensive barrels of oil, and they run for long, long periods of time.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC No View
PAST TOP PICK SWK-N Stanley Works, The Market Call Tonight (BNN TV) 2014-11-19 $94.880

(A Top Pick Dec 5/13. Up 21.04%.) A housing play as well as renovation and industrial construction. They are an innovator in the tool business and own a big part of that. They continue to consolidate the tool business. Made a good European acquisition last year. Pays a good dividend.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Yes View
PAST TOP PICK SYK-N Stryker Corp. Market Call Tonight (BNN TV) 2014-11-19 $89.640

(A Top Pick Dec 5/13. Up 24.4%.) Fantastic history of increasing the dividend. Well-run company. Good international growth profile. Strong balance sheet. Trading at a very reasonable valuation. A good, long-term growth stock.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-11-19 $6.230

There is a good chance that you could see further consolidation in the industry. Doesn't quite know what ramifications the Baker Hughes deal is going to have in the Canadian space. He is reasonably optimistic about the price of oil, but does think we are going to go through a period here where service companies continue to underperform. The first responses will be in the actual exploration and production companies. Thinks there will be more bad news. There are more reductions in drilling coming. This is early. You could probably own it, but you might find better returns somewhere else.

John O'Connell, CFA NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
TOP PICK TII-X Terra Firma Capital Market Call (BNN TV) 2014-11-19 $0.740

Specialized financing for real estate. Management used to operate the IPC Reit before they sold it in 2007. They try to get equity like returns on a debt like structure. Thinks they can earn as high as $0.10 a share next year. Putting a conservative 10X multiple on that, the stock is at around $1.20. Just hired someone from Tricon (TCN-T) who looked after their US operations for a number of years. His focus will be going into the US and try to build out the business down there.

Bruce Campbell (2) CANADIAN BULLISH Yes View
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