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
  
SELL CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2016-11-28 $12.510

The price of uranium has basically gone nowhere but down over the years. It is very hard to see what would be the catalyst for this name. He would be looking to lightening up. The underlying driver is uranium prices, and you are not going to get a bump.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
BUY CJT-T Cargojet Inc Market Call Tonight (BNN TV) 2016-11-28 $50.700

(Market Call Minute.) This has been on fire lately, and probably goes higher for a little longer. However, get ready to Sell.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
HOLD CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2016-11-28 $105.570

Looking at the big 5 banks, this is the least expensive, trading at around 10.5X earnings. Valuation wise it is attractive. One concern he has is their large acquisition of Private Bank Corp in Chicago. As a result of the acquisition, earnings in the 1st year are actually going to fall, so it is a non-accretive acquisition. They are going to see benefits in year 3. Good dividend of over 4.5%.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Unknown View
COMMENT CPD-T iShares S&P/TSX Preferred ETF Berman's Call 2016-11-28 $12.800

If interest rates are going to go up (he doesn’t think that is going to happen in a big way), then reset preferreds make a lot of sense. If interest rates are going to go down, reset preferreds don’t. The BMO S&P/TSX Laddered Preferred (ZPR-T) has more reset preferreds in it, while this one is a combination of traditional type preferreds and the resets. Either one is fine right now, but he has been a net seller of these in recent weeks. If this one dips back to about $12.50, he is going to start buying again. He would be a seller above $13.

Larry Berman CFA, CMT, CTA STOCKS & ETFs CAUTIOUS Unknown View
COMMENT CS-T Capstone Mining Corp. Market Call Tonight (BNN TV) 2016-11-28 $1.080

Copper has had an enormous run, up over 20% in the last 3 weeks or so. Thinks it has had too much of a run and doesn’t see it being sustainable. This has decent fundamentals, but he thinks copper will pull back. However, in general, you want to be in some of the material names, and he would rate Teck Resources (TCK.B-T) much higher than this company.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
PAST TOP PICK CTSH-Q Cognizant Technology Solutions Corp. Market Call (BNN TV) 2016-11-28 $56.950

(A Top Pick Dec 14/15. Down 3.54%.) Early last month, there was a press release that said there was an internal bribery probe in the company, and that their CFO (since their IPO of 1998), who became president, had resigned. That was a red flag to him.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN No View
PAST TOP PICK DAL-N Delta Air Lines Inc Market Call Tonight (BNN TV) 2016-11-28 $48.490

(A Top Pick Dec 16/15. Down 5.42%.) A superior operator in terms of an airline, and it has bounced all over the map. Reduced some of his exposure, but of the legacy carriers, this is best of breed. Really good cost control. Higher margins than others. Thinks better times are ahead for the airline industry.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
WAIT DH-T DH Corporation Market Call (BNN TV) 2016-11-28 $17.280

The stock plummeted recently. Whenever he sees a stock fall 40%, he asks if it is a company specific problem, management incompetence or something that is more widespread. Their peer group are having similar problems, so he doesn’t think it is a company specific issue, it is basically industrywide. Also, banks and financial institutions are moving away from discretionary spending, and only spending on what they have to, which is risk and compliance. There are examples of banks now adopting more subscription base software services, where they have lower payments or an extended period of time, rather than larger upfront payments. That is going to hurt the sector. On the FinTech companies, a lot of banks are going with smaller upstarts, and not with the bigger guys. Given the secular trends that are occurring right now, he would probably wait.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Unknown View
BUY on WEAKNESS DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-11-28 $98.970

A name he would hold, but would not be buying aggressively. It is a company that is hard to argue with. A fabulous company from a media property standpoint. They’ve struggled a little in the last couple of quarters, largely because of ESPN. Fabulous CEO. Lots of good things about the company, but they had such a big run in 2015 and early 2016 but are now starting to fall down. You need to see a couple of more quarters of putting in above consensus numbers. He would not buy aggressively.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
PAST TOP PICK EFN-T Element Fleet Management Market Call (BNN TV) 2016-11-28 $11.220

(A Top Pick Dec 14/15. Down 10.22%.) This split into 2 separate companies. The air lease side is up about 17.5%. He held onto the shares of both companies. Hopes to see this one’s dividends go up, which will cause the stock to go up.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Yes View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2016-11-28 $57.420

Feels energy and pipelines will do well in a Trump world. This one has a nice balance of projects, and has been a very solid, stable player. It has shown growth unlike many of the other dividend plays. Has a big backlog of projects. Really well-managed company.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
TOP PICK FB-Q Facebook Market Call (BNN TV) 2016-11-28 $120.410

The selloff from the Trump election is a great entry point for anyone who has been watching the stock and looking for the time to buy. Last quarter, revenues were up 56%. Next year revenues are expected to go 35%, earnings per share 27%. For that type of growth, you typically have to pay a pretty rich multiple. Because of the selloff, it is currently trading at 23X next year’s earnings. They have room to expand. The average Facebook user in the US generates about $14 in advertising revenue per month. In Europe, it is about $5. In Asia it is $2. (Analysts’ price target is $155.10.)

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Yes View
TOP PICK FB-Q Facebook Market Call Tonight (BNN TV) 2016-11-28 $120.410

One of the ones that hasn’t participated in any meaningful way, and had a few stumbles of late, but when you look at the franchise, it is incredible. They have huge margins of over 60%. They haven’t really done anything with video advertising. You have 1.7 billion people who are active monthly users, a huge number. They’ve really proven that they can monetize mobile, and really are the place to go online. Now is a pretty good time to get in, when you have had large cap tech really not participating in this rally. (Analysts’ price target is $55.10.)

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
TOP PICK FIVE-Q Five Below Inc Market Call (BNN TV) 2016-11-28 $42.330

A stock for those who wished they had bought Dollarama (DOL-T). Dollarama is successful because it is basically moving its price point up from $1 up to $2, $3 and to $4. This company simply started selling items at $5 or less. Secondly, they cater to the teenage market. Thirdly, they only have 500 stores in the US, and want to get to 2000. They are growing at 20% on the top and bottom lines, faster than Dollarama with more runway. Trading at only 26-27 times next year’s earnings. (Analysts’ price target is $49.07.)

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Yes View
BUY FM-T First Quantum Minerals Market Call Tonight (BNN TV) 2016-11-28 $15.740

(Market Call Minute.) You want to be in materials, and this is one of the leaders.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
DON'T BUY FTR-Q Frontier Communications Corp Market Call Tonight (BNN TV) 2016-11-28 $3.690

Thinks the Dividend yield of over 11% is safe, but questions if there will be any appreciation in the stock. You might see the stock continue to remain under pressure. He would be on the sidelines with this.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
HOLD GM-N General Motors Corporation Market Call (BNN TV) 2016-11-28 $34.050

Ford (F-N) came out with results, and earnings are falling this year and earnings forecasts are falling next year. They decided it is because of increasing price competition, however, if you go to the General Motors press release, their results are strong and they are citing increased volume on stronger pricing. This company is able to hold its pricing, and they are at the lowest levels of promotion. Earnings estimates are up this year and are steady for next year. Dividend yield of about 5%.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN No View
TOP PICK GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2016-11-28 $780.230

This sold off after the election. In terms of growth rate and valuations, the revenues next year are expected to grow 16%, EPS growth of 19%, and you only have to pay 19X earnings to get that. Consumer staple stocks are trading at 20, 21, 22 times earnings, and the revenue growth is only 2%. (Analysts’ price target is $967.70.)

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Yes View
TOP PICK GPS-N Gap Market Call Tonight (BNN TV) 2016-11-28 $25.480

*Short* Had a good run last quarter, and is up quite substantially, but is up substantially on not a lot of news, and with not anything particularly encouraging. Margins have dropped from 2014, where they were roughly 17%, and are now trending around 10%. Margins are contracting and they are struggling with e-commerce. The bright spot has been Old Navy which has done relatively well. This industry is very fickle in terms of fashion and getting that brand layup. Dividend yield of 3.61%. (Analysts’ price target is $26.20.)

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
DON'T BUY HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2016-11-28 $14.590

The company is excellent, but it is a retailer. It had a big bump a couple of years ago, largely on the fact that it was seen as a very savvy real estate play. This has gone down over the last little while. It is going to be harder to see the pull-through from Saks in Canada. It is very, very hard in a bricks and mortar business, although this is one of the better operators out there. He would avoid this right now.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
COMMENT HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2016-11-28 $9.240

Overall, a really good company and well-managed. Feels it will do reasonably well going forward.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
DON'T BUY HCG-T Home Capital Group Market Call (BNN TV) 2016-11-28 $29.120

The housing boom we have experienced in Canada really started around 2001. This was one these types of companies who where in their heyday. Canadian housing market has exceeded what we have seen in the US, so he feels that the run is done. We are now at a point where there is a higher likelihood that the Canadian housing market is going to flat line or pull back. There are better opportunities elsewhere, where you are not getting in at the end of a 15-year industry boom.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Unknown View
HOLD IFP-T Interfor Corp Market Call (BNN TV) 2016-11-28 $14.630

Compared to Canfor (CFP-T) and West Fraser (WFT-T), this has the least exposure to the softwood lumber issue. Only 15%-20% of their product is shipped across the US border. 60% of their production is already in the US. The housing market in the US is growing, but is still growing quite slowly because of the land restraints and labour supply shortages.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Unknown View
COMMENT RRX-T Raging River Exploration Market Call (BNN TV) 2016-11-28 $9.710

Thinks the oil crash has given this company a whole new lease and purpose. When oil was at $100, management was talking about being close to having to become a dividend player or have to sell the company. In this environment, they have been very successful in acquiring other assets, and that has been sort of their growth strategy. Production is at only 20,000 barrels a day, so they still have a lot of room to grow as a consolidator in their industry.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Unknown View
COMMENT RY-T Royal Bank Market Call (BNN TV) 2016-11-28 $89.270

Take some profits? If you are a short-term trader, he would take some money off the table. However, he thinks this is a core holding for the long-term.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Yes View
COMMENT SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2016-11-28 $51.670

(Market Call Minute.) A great time to be in financials.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
DON'T BUY TA-T Transalta Corp Market Call Tonight (BNN TV) 2016-11-28 $7.350

(Market Call Minute.) Has had a good run lately, but given that it is a utility you don’t want to be here.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
DON'T BUY TCK.B-T Teck Resources Ltd. (B) Berman's Call 2016-11-28 $34.660

This is a very popular stock in Canada. For several years, he has said avoid, avoid, avoid. China is slowing copper. Now the stock has gone absolutely insane. It’s a momentum play right now, and it terrifies him to no end to try and buy this. He would avoid. If you are going to be in it, you must use really tight stops. This is a momentum play behind the “infrastructure spend”, and he is just not sure it is going to materialize.

Larry Berman CFA, CMT, CTA STOCKS & ETFs CAUTIOUS No View
HOLD TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2016-11-28 $34.660

A year or 2 ago, he recommended shorting this with China slowing down and their huge debt load. Then he recommended going Long on it. Right now, he would not be short this, you want to be Long, because it is getting its balance sheet in shape and has improved its financial division dramatically. As well, copper and coal have had nice runs. Feels there is still significant upside to go.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
PAST TOP PICK V-N Visa Inc. Market Call Tonight (BNN TV) 2016-11-28 $79.080

(A Top Pick Dec 16/15. Down 0.22%.) A really strong story with revenue growth in the high single/low double-digit. Margins are in the low 60% range. It has been a tough time for cyclicals until now, and we are beginning to see a lift.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Yes View
COMMENT WBA-Q Walgreen Boots Alliance Market Call Tonight (BNN TV) 2016-11-28 $85.350

Overall this is a decent company. For pharmacy companies in general, will some of the acquisition mode be curtailed under a Trump administration? A bit of a risk for this name. If you want to stay in this area, he would be inclined to move to CVS (CVS-N). Overall though this is a good name.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH Unknown View
HOLD WEF-T Western Forest Products Inc. Market Call (BNN TV) 2016-11-28 $1.870

Trading near a 52-week low, and 3rd quarter results were one of the best in the company’s history. It has the largest exposure to Asia, and their species mix allows them great products which are desired by the Japanese in particular. Well-managed and the balance sheet is in good shape. Dividend yield of about 4%.

Teal Linde NORTH AMERICAN - LARGE/MID CAPS UNKNOWN Unknown View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2016-11-28 $71.190

A great company. The problem is, it is an enterprise that is so large that they have all the incremental shoppers, and there is nothing more that can be done. They are struggling with e-commerce. In the law of large numbers, it is hard to move the needle. Expects margins will continue to be under pressure for some time.

John Stephenson NORTH AMERICAN - LARGE & RESOURCE BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-11-25 $0.020

Market. It’s always nice for markets to go higher, but you don’t always want to look at the past price, you always have to look at forward expectations being priced in the market. If you were a believer in an efficient market in 2016, you are taking it on the chin right now between BREXIT and the US election. Nobody thought Donald Trump would win, but not only did he win, but the forecasters got the actual market reaction wrong. What is most interesting is that there is no talk of valuations now. There is still a lot of uncertainty. If you are taking leverage to invest in the market to chase that next hot stock, pinch yourself, take a breath, and ask yourself if the fundamentals are backing these types of moves. He loves dividends on stocks, especially dividend growth. A lot of people are buying the higher yielders, but he prefers the ones that can grow their yield over time. Prefers total returns over just straight dividends. The ones that grow yield over time usually have a bit more financial flexibility in that they cannot only grow, but can take those excess funds and reinvest them in growth.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN _N/A View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-11-25 $0.020

Marijuana? At this point it is hard to call this an investment. You are speculating. On 2018 sales, they are trading at about 6 to 8 times sales, depending on which company you are looking at. You have to wait 2 years until valuations get to maybe a reasonable level, and you are still talking high growth tech company type valuations. When they are moving 10%-20% on any given day, on limited news if any, it is speculation. With the government releasing their review by the end of November, there is kind of a catalyst on the horizon, but he would prefer to wait for the report to come out.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-11-25 $0.020

Market. The best 6 months of the year started off with a shock with a presidential election. The technical cue to get into the market for the best 6 months’ trade was actually realized on November 7, a couple of days before the election itself. There was a gap higher from the 200-day moving average, and then the market just took off from there. Everyone was pessimistic going into the election results, and everybody was hedged, so essentially you didn’t get that shock selloff event. The market just kept on grinding higher. From about mid-2015 to early 2016, we have been bumping up against the 200-day moving average as resistance. Now that we have confirmed that as a level of support, cash is coming off the sidelines and the markets are grinding higher, and everyone is becoming more cyclically focused. They are shedding their defensive positioning, especially in bonds, utilities and staples.

US $. The pace of the rise is presenting concern. Up 6% in this quarter alone. When we get 4th quarter earnings come January, we could see that bite some of the companies, and that is a risk. The US$ rising itself is not bearish, but represents a strengthening economy, it is just the pace of the rise. If you have a rapid rise like we have seen this quarter, they can weigh on some economic data.

Retail. Seasonally, retail tends to peak today, so you want to shed your retail positioning and rotate back into the broader sector, the consumer discretionary sector.

Canadian Banks. Next week starts the Canadian bank earnings, which typically creates a “sell on news” event. We have had a phenomenal run since the period of seasonal strength began for some of these Canadian bank stocks back in August. You want to take those allocations in your Canadian banks, avoid the “sell on news” events, and look for US alternatives, hopefully on a bit of a pullback.

S&P 500. Everyone is waiting for a retracement because, after all, this market just shot up unexpectedly. The best period to assume that a pullback will occur is during the tax loss selling period. Seasonality remains positive through the beginning of December, and then we get the tax loss selling period, which occurs between December 7 and December 15 on average. The S&P 500 has only been positive 20 out of the past 50 periods. 60% of the time it is negative. Average loss is about .05%, so it’s not a big deal.

Santa Claus Rally. This runs from December 15 to the new year with an average gain of 1.91% on the S&P 500, and it has been positive 80% of the time for the past 50 years. If you want to have the retracement to get into some of these positions, the best period to look for that is during tax loss selling.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-11-25 $0.020

Cdn$? This is heavily influenced by the price of oil. You get a bump up in the spring for summer driving season. The price of oil goes higher and so does the Cdn$. Summer driving season is over and there is no demand for oil, so the price of oil goes lower and so does the Cdn$. The period of seasonal weakness is between October and mid-December. If you are trading US investments, you probably don’t want to have them hedged at this point, because you are going to get that benefit from a falling Cdn$.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-11-25 $111.790

Technology in general tends to do well from October through to January. There are some technical concerns on this. Even though we are in the period of seasonal strength for technology, this really hasn’t benefited with the other economically sensitive names, post the Trump election rally. There was a trend break, and it is starting to curl over again at about the 50-day moving average. The market is telling you that that intermediate level of resistance is going to hold, and could potentially turn lower.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
COMMENT ACQ-T AutoCanada Inc. Market Call (BNN TV) 2016-11-25 $20.450

This is in a tough position. They are facing a battle on 2 fronts. One is “peak auto” and the other is Alberta weakness. They are trying to deal with the Alberta concentration by diversifying into areas like Ontario. If you are a long-term value investor, this is interesting. He is a bit worried about the debt, which he thinks is getting high, so would like to see some active pay down on their debt load. If you are patient, this should do well over a 3-5 year timeframe. However, if impatient and want more growth, you are probably okay to leave it.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
SPECULATIVE BUY AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2016-11-25 $20.100

This is playing out like a movie. He couldn’t believe the recent news with the ex-CEO and the offer by the company. Apparently, he has letters of content with some Hong Kong people, where the deal looks like it is going to get done now. An interesting risk/reward, where assuming the deal doesn’t get done, it will maybe drop down to around $18-$19, but if it gets done at $24, it gives you a 20% upside. He wouldn’t assume that the deal is a sure thing, given what has happened in the past.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
SELL BOS-T Airboss of America Market Call (BNN TV) 2016-11-25 $10.400

This does rubber compounding solutions, like repairing treads, conveyor belts, etc. They bought a defence products company recently. None of those businesses are really working out too well. This is more of a macro growth issue. He likes it from a value perspective, but now with the recent weak quarter and the management outlook, it hard to find much to like about the company. It could be used as a tax-loss sale, and look at returning in 6 months’ time when management outlook starts improving.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
HOLD BRB-T Brick Brewing Company Ltd. Market Call (BNN TV) 2016-11-25 $3.100

A good example of an expensive company, but expensive because they serve a stable industry. He considers the alcohol industry as almost recession proof. They’ve grown their dividend over time. It has a premium valuation, because at any point in time, one of the bigger alcohol companies could just gobble them up. He likes the company.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
HOLD COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2016-11-25 $151.880

You want to be selling retail at the Thanksgiving holiday. There can be a bit of positive in December, and this one probably has a bit more life than the retail sector itself. It doesn’t have the tendency to fall off like the broader retail sector does. He would continue to Hold. Looking at the technicals, there is reason to be optimistic. You could see higher prices from here.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
DON'T BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2016-11-25 $3.550

Management has just not delivered. The last 2 quarters were pretty big surprises, even to management. The US business is floundering. You can’t trust management forecasts at this point. They are in a transition phase and scrambling to sell off an asset.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
SPECULATIVE BUY DBO-T D-Box Technologies Market Call (BNN TV) 2016-11-25 $0.540

Powered seats for movie theatres. They have deals with companies like Cineplex, large market theatre chains. He likes the longer-term growth, but because it doesn’t get a whole lot of coverage, it is quite volatile. They have developed massive inroads in China, and just did a deal with a company who has to purchase so many seats. A high-risk name.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
WAIT DHX.B-T DHX Media Market Call (BNN TV) 2016-11-25 $6.900

This has been a bit of a laggard lately. They do media licensing content for children’s television shows. Has had really good success with Netflix, Amazon Prime, etc. Have also had a lot of success with YouTube. He likes this and thinks things are going to turn around in 2017. They have some contracts coming on with DreamWorks, Mattel and more, so closer to the end of 2017 they’ll have more content going out. You may need to wait a few months, but thinks the pastures are greener going forward.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2016-11-25 $98.820

This has had very favourable seasonality. It has actually been higher 40 of the past 50 years between October and April. The average gain is about 23.5%. A large gain and a tremendous frequency of success. The chart shows that the trend of lower highs and lower lows has finally broken. It has broken above its 200-day moving average, which is a good line of support if it can hold. Dividend yield of 1.44%. (Analysts’ price target is $107.35.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Yes View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2016-11-25 $120.380

FANG stocks have been under pressure. It recently had a big move lower, and one day it didn’t even trade. The major moving averages are moving lower, so should you even be here? The opportunity to buy this now is just not present. However, there could still be a longer-term potential. (See Top Picks.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
PAST TOP PICK GC-T Great Canadian Gaming Corp Market Call (BNN TV) 2016-11-25 $23.770

(A Top Pick Sept 30/16. Up 4.9%.) Just released a very solid earnings report and beat estimates by a fairly wide margin. The new casino coming online is moving fine. There is still some organic growth potential through some Ontario gaming bundles that they have an opportunity to bid on. A great story that is underfollowed.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2016-11-25 $64.550

One of the larger Canadian tech companies. If Donald Trump is going to make America great again, you would assume IT services would follow suit as well. Between Nov 27 and Feb 8 it has gained about 20.25%. A very positive backdrop. The trend is higher highs and higher lows, and has not shown any signs of fading. If you can buy it closer to support, now is a favourable time to get in. We have seen a bit of a neutral performance. It has not outperformed the market, but it has outperformed the technology sector. (Analysts’ price target is $71.11.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH No View
DON'T BUY GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2016-11-25 $780.230

The FANG stocks have not participated since the Trump rally took off. You are seeing pressure against a declining 20 day moving average. They are not participating in the infrastructure build, industrial revolution, financial rallies. You want to be in other places at this point. We do have a 200-day moving average coming into play at about $760. If it can hold that, it might be something to shoot against, but until we can break the trend of lower highs and lower lows, this could be heading lower. (See Top Picks.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
COMMENT GUD-T Knight Therapeutics Market Call (BNN TV) 2016-11-25 $10.370

The past owner of Paladin Labs. About half the market cap is in cash right now, about $655 million. They are currently financing interesting pharmaceutical companies through high interest debt or buying equity in them. Generating pretty good return on most of these investments. You have to make a bit of a leap of faith in trusting management to take their cash and invest it and make good returns. He thinks they can. There are rumours they are considering buying the Paladin assets back, probably at a discount. He likes this. You have to be patient and give management time to execute.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2016-11-25 $78.830

Theoretically, this is just getting started, but you have to watch out for the mean reversion. It has had a phenomenal run to the upside since the Trump Bump, and has been stretched significantly by the 20 and 50 day moving averages. The 20 day is at about $74 and the 50 day is at about $70. If you get a retracement back to those levels, those have the more positive risk/rewards. Seasonally, financials such as this, tend to do well from about November all the way through to April. Technically this bounced higher from its 50-day moving average. There is support between about $70 and $71.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
COMMENT KPT-T KP Tissue Inc Market Call (BNN TV) 2016-11-25 $14.510

Tissue products. A slow and steady type of name. Pays about a 5% dividend yield. This is probably just going to grow with GDP over the long-term, kind of a steady Eddie. OK, but not his favourite.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
HOLD NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2016-11-25 $42.240

A great company to own. It has created a lot of value for long-term shareholders. Shareholders probably got a little scared over the last 3 months or so. They had a few hiccups where Marco Polo, one of their big insider holders, sold some shares. He doesn’t see this as much of an issue, because probably their position was as big or bigger after the sale then when they initially invested. They had a New Jersey contract that was put on pause, which is more due to New Jersey budget issues then New Flyer issues. That is now back in action and they are delivering buses to New Jersey. There has been a bit of weakness in their aftermarket parts business, but management has been saying that this is weak because new order bid activity has been so strong.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
HOLD PBH-T Premium Brands Holdings Corp Market Call (BNN TV) 2016-11-25 $68.870

This has always traded at a higher valuation, so he wouldn’t be afraid of it. When it is looking expensive, they have the ability to go out and pick up some company that they can roll in and generate some synergies, and help drive value for the company. Expanding some of their distributions with the purchase of Belmont Meats. They grow their dividend over the long-term. Management has executed very well with a knack for integrating their acquisitions.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
DON'T BUY PLI-T Prometic Life Sciences Inc. Market Call Tonight (BNN TV) 2016-11-25 $2.370

The healthcare/biotechnology space has been crushed. A lot of the headwinds have abated since the election results. However, a lot of these names are still under pressure. This one had a support break at about $2.60. This is resisting on its 200-day moving average, and has fallen below its other moving averages. Momentum indicators are still grinding lower. You want to avoid these at this time of year.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2016-11-25 $23.810

There has been a tremendous base occur over the last few months. The chart shows this is bumping up against its resistance right now, at about $24.50. It is slowly grinding higher and breaking the overhead hurdles. Following the prolonged period of range trading action, this could break higher. Upside potential is about $4-$5 from its $25 point. The period of seasonal strength for fertilizer stocks, particularly potash, is positive through December all the way through to about February. You could play the broad basket of fertilizer stocks through the ETF SOIL-T.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH Unknown View
PAST TOP PICK PSA-T (No Listi Purpose High Interest Savings Market Call Tonight (BNN TV) 2016-11-25 $0.000

(A Top Pick Aug 10/16. Up 0.31%.) During the period of volatility for equity markets, which really peaks between August and October, you want to be defensive. He saw this turn around in July where it indicated bond prices were coming off, so he rotated into this, which is simply a high interest savings account.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING BULLISH No View
HOLD PUR-T Pure Technologies Ltd Market Call (BNN TV) 2016-11-25 $4.890

Pipeline monitoring. There are 2 investment themes, water and infrastructure. Their technology can go into waste water and drinking water pipelines, and look for cracks and stability issues. On infrastructure, a lot of pipelines are getting old, and instead of just digging out a whole street of pipeline, they can find the weakest area, and just dig at that point. It has always had a high valuation, but has pulled back lately. He likes it, but it is one of those names you have to be patient with. You have to think of it in terms of years, not quarters. Their growth is on their oil/gas pipelines, which is growing quite well. Expect lumpy revenues from time to time as they are dealing with governments. If you can hold for 3 years, he thinks it is a good name.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
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