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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
COMMENT WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2015-05-19 $76.430

The law of numbers certainly factors into this company in a big way. It benefits when times are good but not as much when times are bad and people really hunt for bargains. This will weather through thick and thin, which is what you are really looking for. Their on-line presence is competitive and promising, and they have the infrastructure to pan this out. Today’s actions might give you an opportunity to pick it up.

Zachary Curry NORTH AMERICAN - LARGE OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-15 $0.020

Economy. The recent rise in bond rates indicates investors seem to be suggesting a return of inflation. Part of that revolves around the US particularly because of the dramatic pickup in household formations. Since house formations and housing represent about 42% of the US CPI, expectations are that the strength will help with 1) employment and 2) will ultimately lead to higher prices which then may also lead to a higher CPI. The Fed has stopped tapering and globally there seems to be an indication of bottoming in commodity prices, and an expectation of an improvement in the economies over the next 12 months. Rates are a little more normalized now. The previous run, when there was a steepening of the yield curve in Aug/11, analysts are currently expecting 10 year bond yields,  currently around 2.25% may get as high as 3%, and in 2011 there was a 29% lift in stock prices in the following 8 months. Doesn’t know if there is going to be a 29% lift, but he is certainly expecting it will contribute to a positive backdrop for stocks, and particularly for Canadian stocks because of being providers of raw materials.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-15 $0.020

REITs. They have been a bit of a seesaw lately. As Canada bond yields started to climb, REITs were declining. However, over the last couple of days, bond yields have been settling in again. Thinks the market is having trouble believing that we are in a strong rising rate, that the economy in Canada is that strong that we need to be significantly thinking of higher rates. US REITs have been disconnecting from the different moves that have been happening to the US 10 year bond. In that case, he thinks there is more of a story of economic growth. In Canada there is a little bit less confidence, so a little more focused on the downside risk. This year has been a very strong year for REITs. In January, they were a table pounding buy and had a nice little run up. Now we are getting a bit of a breather and he would think that this is the point now where you are focusing and want to upgrade your portfolio, locking in some good yields and looking for some quality that is on sale. Ontario seems to be doing better, and Alberta is still kind of in flux. Oil has bounced up 30% from its lows, and yet the Alberta centric REITs really have not bounced back at all. He believes there is a bit of an opportunity there.

Derek Warren REIT's OPTIMISTIC Yes View
PAST TOP PICK AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2015-05-15 $4.910

(A Top Pick June 13/14. Up 10.48%.) (Derek was not on June 17/14, so I’m just using BNN’s figures. Bill.) They are expanding in one of the largest industrial developments in Canada for FedEx (FDX-N) as their core tenant. Their payout is very stable and they put up good earnings.

Derek Warren REIT's OPTIMISTIC Yes View
COMMENT AC-T Air Canada (B) Market Call (BNN TV) 2015-05-15 $12.670

The company has done extremely well. Now that the oil price has rebounded, it is not quite as positive as it was. However, there seems to be reasonable discipline within the company. Ranks in the top 15% of his database. Earnings are expected to grow quite significantly in 2016 from $1.33 to $3.60 giving a PE multiple of 3.5X. Thinks there is a pretty good opportunity for this stock over the next 12 months.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
WATCH AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2015-05-15 $14.460

The market is weighing on this one because of their Alberta exposure. Part of it is because they have suburban offices. The US portion of their portfolio has been doing very, very well. As soon as the market can get a little bit of comfort with Calgary, this is a name that you would want to jump in on. Very attractive and very sustainable yield.

Derek Warren REIT's OPTIMISTIC Unknown View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2015-05-15 $32.320

The investigation in Québec has not been completed. His model shows earnings being shaped down by about 6% in the last 90 days, however earnings are expected to grow by 76% in 2015. That gives an 18X PE multiple. Earnings are forecast to grow by 40% in 2016, giving you a 13X PE multiple. If those earnings can be hit, it would suggest that the stock looks to be attractive.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT BAD-T Badger Daylighting Market Call (BNN TV) 2015-05-15 $28.370

A lot of city construction is using this company instead of using backhoes. It consists of a high-pressure water system and a gigantic industrial vacuum mounted on a truck. It is starting to become more competitive. This company offers the advantage of being extremely disciplined in the expansion of their fleet. Earnings growth is expected to be unchanged for 2016. They have a 19 PE. ROE is roughly 23%. On a one-year basis, you will probably be happy with the results.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-05-15 $43.920

He is a great fan of this. The one interesting thing about the asset management business is that it is less interest rate sensitive. As interest rates go up, this has an opportunity to outperform the REITs. This is his largest holding. On a dip like this, it is an opportunity to accumulate.

Derek Warren REIT's OPTIMISTIC Yes View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2015-05-15 $12.430

(Market Call Minute.) Continuing to struggle. Most recent quarter was positive because of expense reductions.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
TOP PICK BEI.UN-T Boardwalk REIT Market Call (BNN TV) 2015-05-15 $59.530

In spite of the oil problems, numbers came out recently and they were fine. People living in Calgary will continue to live there, and perhaps are more inclined to continue renting an apartment as opposed to buying a house. This is a real opportunity to buy one of Canada’s top-performing REITs. Dividend yield of 5.83%.

Derek Warren REIT's OPTIMISTIC Yes View
TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2015-05-15 $15.200

A global leader in flight simulation training, both in civil aviation and defence. Also, branching out into security and healthcare. Reporting on May 26 and expecting $0.24. Has a 15.3% forecasted ROE. Large debt of $1.2 billion, but the servicing of it appears pretty good. Also, has $250 million in cash. Earnings are forecasted to grow 14% this year and 16% next. This gives a PE to growth of .96.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
PAST TOP PICK CLS-T Celestica Inc Market Call (BNN TV) 2015-05-15 $15.140

(A Top Pick June 10/14. Up 15.4%.) He is very pleased with this. They end up doing well on free cash flow generation. Continuing to transition from commodities (cell phones). Their longer-term plan is to move towards aerospace and medical, where the margins are better.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2015-05-15 $12.930

Acquired Safeway, and many of their properties are in very urban areas with a lot of residential real estate built around. They have identified certain opportunities that they will be taking advantage of to build apartments. The stock has been a little bit range bound because people are uncomfortable with a tiny little bit of development risk. However, he thinks it has been too cheap for too long.

Derek Warren REIT's OPTIMISTIC No View
COMMENT CRT.UN-T CT Real Estate Invest Trust Market Call (BNN TV) 2015-05-15 $12.400

He is a big fan of this one. Their story is very simple. Canadian Tire is over 97% of their assets, and they have opportunities to buy more Canadian Tires as they adjust their real estate.

Derek Warren REIT's OPTIMISTIC Unknown View
BUY on WEAKNESS CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2015-05-15 $11.660

This is going to be dropped from the REIT Index in June. For some time it technically hasn’t been a REIT, but a SIFT. It has to do with how much of its income does not come directly from property, but from other services. He still loves the name; however there may be some selling coming up in June. He would Buy on any weakness.

Derek Warren REIT's OPTIMISTIC Unknown View
TOP PICK CWT.UN-T Calloway REIT Market Call (BNN TV) 2015-05-15 $29.850

People have been concerned about the retail business right now, however none of those issues affect this company. They are coming in with a Wal-Mart (WMT-N) anchor. This is an opportunity to buy a very, very stable cash flow. They have internalized their development programs. Have a fully internalized management with an internal development program that will now be able to continue to expand across Canada in Wal-Mart anchored centres and possibly in the US over time. Dividend yield of 5.37%.

Derek Warren REIT's OPTIMISTIC Yes View
COMMENT D.UN-T Dream Office REIT Market Call (BNN TV) 2015-05-15 $26.880

Has been under pressure simply because of the overbuilding in the office market that we have been seeing in Calgary and Toronto. They have been losing tenants and it has been a bit of a struggle, but they are able to continue to lease up. While he believes their cash flow will continue to be under strain, the dividend is sustainable and it is a generous yield.

Derek Warren REIT's OPTIMISTIC No View
COMMENT DBO-T D-Box Technologies Market Call (BNN TV) 2015-05-15 $0.285

Their specialty is “Shake and Quake”. They add vibration to your theatre chair. Cineplex (CGX-T) has a variety of locations in Canada with these chairs. Unfortunately there is not a lot of coverage on the company. They are transitioning from paying for the installation, to getting their customers to pay for it. That would dramatically reduce their working capital.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
PAST TOP PICK DEE-T Delphi Energy Corp. Market Call (BNN TV) 2015-05-15 $1.370

(A Top Pick June 10/14. Down 63.76%.) Still holds a tag end of this. These are competent operators but the challenge is the commodity price.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT DRG.UN-T Dream Global REIT Market Call (BNN TV) 2015-05-15 $10.010

Primarily in Germany. Have really surprised the market in the way they have been able to accumulate high quality real estate. Their borrowing rates have been very, very low.

Derek Warren REIT's OPTIMISTIC Yes View
PAST TOP PICK ET-T Evertz Technologies Ltd. Market Call (BNN TV) 2015-05-15 $16.300

(A Top Pick June 10/14. Down 2.17%.) This company continues to do well. They are a free cash flow generator. There is good opportunity for the business.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT EZCH-Q EZchip Market Call (BNN TV) 2015-05-15 $15.060

A fabulous semiconductor company based out of Israel. They design chips for communications, but have someone else make them. A big concern is that one of their large customers has just taken delivery of the latest model, which should keep them going for another 3 years, but when they start developing their new 1 GB solution, they are going to design this in-house. EXchip is also internally creating their own 1 GB chip, which will keep them going. Feels they will make easy money in free cash flow, but the stock price will become depressed because of that.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2015-05-15 $0.255

Their most recent results were positive. 6 months ago they announced an agreement that Airbus will allow their customers to order the flight solution as an option, and there were significant sales for the first parts of that. They need recurring revenue from new sales. Still waiting for a pickup in Chinese sales.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT GRT.UN-T Granite REIT Market Call (BNN TV) 2015-05-15 $41.730

They have the lowest debt of any of the Canadian REITs. Because of that they are able now to use solely debt in order to acquire and build up their portfolio. They have a very disciplined approach of only buying real estate that they are comfortable with. This is a global industrial real estate. He buys this on the dips.

Derek Warren REIT's OPTIMISTIC Yes View
COMMENT GXI-T GuestLogix Market Call (BNN TV) 2015-05-15 $0.800

This is a ”long on promise and short on delivery” company, which is why the previous founder has been given the boot and why there is a "bun-fight" going on. They changed some of the management, and thinks they are making positive changes. Earnings are expected to grow by 29% this year. That gives you a PE multiple of 34X, which is pretty rich. Earnings growth forecasts for 2017 is 12% against a 17 PE. It currently ranks in the bottom 3rd of his database. Thinks there will be a good opportunity over the next 1.5 years.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
HOLD HOT.UN-T American Hotel Income Properties Market Call (BNN TV) 2015-05-15 $10.680

This is a name he likes to go to for yield. All of their hotels are in the US. They own 2 different classes of real estate. A large portion is railway hotels, and the rails sign contracts with them so their workers have a place to sleep. They also have a branded portfolio and are growing that over time through acquisitions. This is one he would recommend for yield. Yield of 8.4% is sustainable.

Derek Warren REIT's OPTIMISTIC Yes View
COMMENT IB-X IBC Advanced Alloys Market Call (BNN TV) 2015-05-15 $0.130

Their key is a combination of both aluminum and beryllium which gives a combination metal which can be up to 63% beryllium, giving you something that is lighter than aluminum, but 3 times stiffer. Stock is held back because they are expected to having a financing. They needed a 2nd furnace to provide capacity for the new expansion they announced. New contracts are coming very quickly. The 1st casting should be delivered within the next 30 days, which should be quite positive. Advantage of the 2nd furnace is that it will be a lot more efficient than the existing furnace. All the prototype work can be done on the old furnace allowing for much more efficiencies. If they did a financing, he would be interested in participating.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT IIP.UN-T InterRent REIT Market Call (BNN TV) 2015-05-15 $6.430

Likes this company. Their most recent quarter showed a slight little bit of weakness, and this is mostly because of weather. There might be a bit of an opportunity this year, because this REIT has is some very interesting developments that they have been doing, and another pipeline coming up over the next couple of years of opportunities to significantly grow cash flow, as they have been able to acquire apartments in the Ottawa area.

Derek Warren REIT's OPTIMISTIC Yes View
TOP PICK IT-T Intertain Group Market Call (BNN TV) 2015-05-15 $18.150

Internet gaming company. Earnings are expected to grow extremely significantly this year and 30% in 2016. Has a 9.5 PE multiple.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT MR.UN-T Melcor REIT Market Call (BNN TV) 2015-05-15 $8.420

The main market here is Edmonton, so you have to have a view on Edmonton. Being an oil related economy, there is some pressure right now. If you view this as an opportunity to take advantage of this weakness, this would be the name for you. He sees a lot of office building going on right now in the Edmonton market, and thinks it is too much for a market with that kind of growth rate. Dividend yield of 8%.

Derek Warren REIT's OPTIMISTIC No View
COMMENT MST.UN-T Milestone Apartment REIT Market Call (BNN TV) 2015-05-15 $13.540

Has been an excellent, excellent story. It is probably one that he should have, but doesn’t. This is US apartments and pays in Cdn$. The growth of the apartment market in the US has been fantastic. They just did a stock issue.

Derek Warren REIT's OPTIMISTIC No View
TOP PICK NHC-T Nobilis Health Corp Market Call (BNN TV) 2015-05-15 $9.150

Earnings forecasts are pretty good. 4th quarter trimming free cash flow yield of 6.7%. 40% forecasted return on equity. Earnings estimates up 26% in the last 90 days. PE multiple of 13.9X 2016 against 17% earnings growth gives a .8 PEG.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT NLN-T Neulion Market Call (BNN TV) 2015-05-15 $1.140

The current ranking is in the bottom 3rd of his database, in part because the PE multiple is based on earnings estimates for 2015 of 30X earnings, but if it turns out the company is successful in meeting analyst forecasts for 2016, the PE drops down to 12X against 27% earnings growth giving a PE to growth multiple of about 0.5. Anything below 1 is viewed as attractive. ROE is attractive at 17%. They provide college basketball and football games, and he thinks there is pretty good growth opportunity for them. Pretty good opportunity over the coming year.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT NPR.UN-T Northern Property REIT Market Call (BNN TV) 2015-05-15 $25.830

Has a more direct exposure to Fort Murray and Lloyd Minster, so they have seen pressure, and there may continue to be some weakness. Occupancy in those specific markets will continue to be low. What has saved them is there excellent balance sheet and having low debt. The company is in good condition. This is an opportunity to buy if you want to make a call on oil.

Derek Warren REIT's OPTIMISTIC No View
COMMENT ORT-T Orbite Aluminae Market Call (BNN TV) 2015-05-15 $0.255

They basically take clay and extracts alumina from it. There is a problem with red mud which they are looking to treat at an existing location. Thinks there will be a plant built and coming into production in the middle of next year. They are currently in a round of financing. This is extremely early, early days for a new technology. If it is successful it will have great opportunities. He owns some warrants related to the stock.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC Yes View
COMMENT PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-05-15 $1.620

Expected to earn $.08 for September/16, giving a 20 PE multiple, which is probably reasonable based on their growth. They are expected to continue to grow by acquisition. Thinks there is a reasonable opportunity for the stock.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC Unknown View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2015-05-15 $2.380

There are 2 parts to the company. The one can take a bag of plasma and extract up to 14 proteins. This methodology is a lot cheaper and you can get a lot more of the protein, compared to the existing process. Just announced a 4th orphan drug. His expectation is that they will announce 3 more before the end of the year. Also, have a drug called PBI 4050 which attacks fibrosis, which he thinks will be quite significant. He really likes the 2 year outlook for this company.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC Yes View
HOLD PLZ.UN-T Plaza Retail REIT Market Call (BNN TV) 2015-05-15 $4.430

Still very much in favour with this REIT. One of the finest real estate organizations in Canada with excellent management. Has an on balance sheet development program that adds tremendous NAV to the REIT. They don’t have to issue stock to increase the number of properties. This is one that you hold for the long-term. They have a history of raising their dividend on an annual basis.

Derek Warren REIT's OPTIMISTIC Unknown View
PAST TOP PICK PLZ.UN-T Plaza Retail REIT Market Call (BNN TV) 2015-05-15 $4.430

(A Top Pick June 13/14. Up 14.61%.) (Derek was not on June 17/14, so I’m just using BNN’s figures. Bill.) He still thinks there is some additional upside in the stock. Considers this a longer term Hold. Even though it has a slightly lower yield than some investors are looking for, it has good internal growth. Very, very good management.

Derek Warren REIT's OPTIMISTIC Yes View
COMMENT PTK-X Poet Technologies Market Call (BNN TV) 2015-05-15 $1.480

If their technology is successful, it will hopefully reduce the power consumption in a chip and also integrate a lot of different components including optical gear within the chip. They are expected to have a lot of partnership announcements from now through to the end of June. Thinks people are waiting to see what those partnerships might be, and if it will lead to actual sales.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
DON'T BUY QST-X Questor Technology Market Call (BNN TV) 2015-05-15 $1.730

(Market Call Minute.) Very interesting technology, but has not yet announced the expectation of large contracts for the use of their incinerators in oil/gas. Ranks poorly in his model.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT RC-T RDM Corporation Market Call (BNN TV) 2015-05-15 $3.800

Have a fair amount of cash. Earnings expected to be $0.16 this year, compared to $.013 last year. Forecast for Sept 16 year is $0.19. Trading at about a 19X PE multiple. Working on some large contracts, and he thinks this is still a pretty good opportunity.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
TOP PICK RUF.U-X Pure Multi-Family REIT LP Market Call (BNN TV) 2015-05-15 $5.170

Listed here, but has US operations. He likes $0.80 dollars. Whenever there is an extra layer of complication it is often an opportunity. This one being a small cap in a cross-border structure was just enough to make a few investors question it. That was a tremendous opportunity. The stock is very cheap. He thinks this is worth $5.70 in US dollars. Yield of 7.4%.

Derek Warren REIT's OPTIMISTIC Yes View
COMMENT SCR-X TheScore Inc. Market Call (BNN TV) 2015-05-15 $0.690

The key here is using mobile apps in order to get at sports scores. Recently acquired a fantasy game company that allows you to create NHL and NFL games. Separate freestanding companies who have just the fantasy game portion, are trading at extremely high valuations. Thinks there is an opportunity for this company to take their 10 million subscribers, and have them access and use the fantasy part, which will then provide more opportunities for advertising and revenue growth. Management has done a good job historically. Think you will be happy with what will come.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
DON'T BUY SOT.UN-T Slate Office REIT Market Call (BNN TV) 2015-05-15 $7.900

Their methodology is looking at the suburban office market, and continuing to grow on that. He is not a huge fan of office right now. It will be interesting to watch as the office market progresses, and once it stabilizes, it could provide some interesting opportunities.

Derek Warren REIT's OPTIMISTIC No View
COMMENT SPY-X Sprylogics International Market Call (BNN TV) 2015-05-15 $0.590

They do messaging for mobile applications. Thinks there is a pretty good opportunity. According to the analyst that covers them, they are expected to lose $.08 for the January/17 fiscal year. He prefers companies that are more free cash flow generators. Thinks it will be a bit of a challenge for them in the near term.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT SRT.UN-T Slate Retail REIT Market Call (BNN TV) 2015-05-15 $12.720

They have taken advantage of the strong US economy, so it is entirely composed of US properties. Grocery anchored strip centres. As they continue to acquire, you have to look at their portfolio as a whole, which somewhat balances the risks. Have a fair amount of debt, especially floating rate debt, so if you do believe that we are in a rising rate environment, this would be somewhat more affected.

Derek Warren REIT's OPTIMISTIC Unknown View
COMMENT TCS-T Tecsys Inc Market Call (BNN TV) 2015-05-15 $9.400

Their key is supply chain management within the 4 walls of a hospital, giving them better efficiencies and inventory control. Have an extremely large recurring revenue business. Expected to have earnings growth of 62% this year, giving a PE multiple of 32X, which is not cheap, but earnings next year is expected to be just as brisk giving a PE multiple of 19X. He thinks there is opportunity to continue to win more hospitals. Good opportunity for a one-year investment.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
COMMENT TN.UN-T True North Apartment REIT Market Call (BNN TV) 2015-05-15 $8.090

Has a very nice portfolio of low income-ish kind of housing, so occupancy is very stable. Because of the stability of income, they do tend to run at a higher payout ratio and a higher debt level than he is comfortable with. In the past, they have shown the ability to turn these apartments around, raise rents, and increase income over time.

Derek Warren REIT's OPTIMISTIC No View
WAIT WIN-T Wi-Lan Inc. Market Call (BNN TV) 2015-05-15 $2.580

(Market Call Minute.) They continue to make decent money, but are in the midst of changing their business model. He would wait for further indications that the new model will be successful.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC No View
PAST TOP PICK WIR.U-T WPT Industrial REIT Market Call (BNN TV) 2015-05-15 $11.250

(A Top Pick June 13/14. Up 17.62%.) (Derek was not on June 17/14, so I’m just using BNN’s figures. Bill.) A Canadian REIT, but all of its assets are in the US. Very large bay industrial buildings that can be leased to a number of different tenants. The industrial market in the US is very, very strong. They have a number of leases that are coming due that are significantly below market, so this is a definite hold.

Derek Warren REIT's OPTIMISTIC Yes View
COMMENT ZMS-X Zecotek Photonics Market Call (BNN TV) 2015-05-15 $0.385

(His largest holding at about 11%.) They basically make crystals. Their near term potential customer is a large Hadron Collider in Switzerland, which has been restarted and is attempting to more than double the power. Hopefully, between now and the end of June, there will be some orders. Also, have a 3-D printing application, working on metal and ceramic printing, and expects to have that prototype done by the 4th quarter of this year. He is still quite positive on the company.

Robert McWhirter CANADIAN & TECHNOLOGY OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-14 $0.020

Markets.  He runs conservative money for balanced portfolios.  He focuses on a safety and value strategy.  He is cautious because it is 6 years onto the bull market without corrections.  He can justify current multiples on the market.  Stay the course.  He does not let his clients get out at the wrong time.  If you can’t handle a 10% drop you should not be in the market.  He sees increases in interest rates led out of the US.  Canada might be slow to react due to oil prices.  He is comfortable having more money into stocks at this point and he is getting out of bonds.

Allan Meyer CANADIAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-14 $0.020

Markets. Thinks 2015 has had a positive beginning. The US has been hitting records every other day, but has been feeling a lot choppier than one would have thought, but he thinks this is normal. A lot of stocks are trading at higher elevated multiples, so you need to be more selective in this market. Things are getting better in the US with lower unemployment, etc. He fully expects a snap back and earnings will get better, especially with the retreat of the US$.

Jim Huang NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-05-14 $0.020

Energy. The recovery from the low $40 to the $60 was faster than what he had thought it would be. He had fully believed that we would reach $60 by the end of the year and we have done that already. We are starting to hear talk of US shale drillers coming back and spending more money now, now that they can hedge prices at the $60 level. Unfortunately, that will keep the oil range bound between $60 and $70 for the next couple of years, until the global demand really starts booming again.

Jim Huang NORTH AMERICAN UNKNOWN _N/A View
DON'T BUY AC-T Air Canada (B) Market Call (BNN TV) 2015-05-14 $12.540

It looks cheap on a price earnings basis.  You would think they benefit from low oil prices, but it simply does not rate in his rating system.  You can never talk him into holding an airline stock.  He does hold WJA-T, however and it has been a good investment.

Allan Meyer CANADIAN CAUTIOUS No View
DON'T BUY ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2015-05-14 $45.750

1st quarter numbers were not as bad as the street expected, which is why we are seeing an upsurge. Seasonally they should be coming into a stronger quarter. They also expect to close some acquisitions. The issue he has is that it is still trading at too high a multiple. 44% of their earnings come out of Western Canada, mostly Alberta, and we are unlikely to see $100 oil in the next few years, so he thinks the pace of acquisitions has to slow down and they have to get more profit out of each store.

Jim Huang NORTH AMERICAN UNKNOWN No View
COMMENT AVGO-Q A|vago Technologies Market Call Tonight (BNN TV) 2015-05-14 $126.940

They basically supply line filters to a lot of products including the iPhone. Have done a couple of big acquisitions. Trading at 15X PE which is a good multiple in the space. They have a lot of room to run.

Jim Huang NORTH AMERICAN UNKNOWN Yes View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2015-05-14 $16.520

To get a lot of growth out of the banks, we need interest rates to go up. Unfortunately, even if the Fed starts raising rates, he believes it will be gradual, so the margins won’t be improving all that much. Meanwhile the domestic recovery in the US has been slower than everybody had expected. Hopefully we are reaching the end of the penalties and fines. This is one of the cheaper names, and when the economy does get rolling it will have a lot of torque. Still somewhat premature.

Jim Huang NORTH AMERICAN UNKNOWN No View
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