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
  
DON'T BUY PWF-T Power Financial Corp Market Call (BNN TV) 2016-06-22 $31.160

Feels the dividend is safe, but in their underlying components, a big part are mutual funds, which he is quite negative on. With CMR II, a disclosure for retail investors, it could put a squeeze on margins. Expects the growth will come from the Great West Life (GWO-T) portion.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION OPTIMISTIC No View
COMMENT RAD-N Rite Aid Corp. Market Call Tonight (BNN TV) 2016-06-22 $7.730

He doesn’t cover this, because as a pharmacy it is considered a consumer staple. Right now this is being subject to a takeover by Walgreen Boots Alliance (WBA-Q).

Paul Macdonald HEALTHCARE UNKNOWN No View
PAST TOP PICK RCI.B-T Rogers Communcations (B) Market Call (BNN TV) 2016-06-22 $51.240

(A Top Pick July 10/15. Up 22.54%.) This was a valuation story when he recommended it. It has more debt than their competition, which has impaired their ability to raise the dividend, but with share price appreciation like it has had, he is okay with it.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION OPTIMISTIC Yes View
COMMENT SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2016-06-22 $25.060

(Market Call Minute.) Trading at about 18X PE with about a 5% dividend. Nothing specifically wrong with this but he would rather be in Rogers (RCI.B-T) or BCE (BCE-T).

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION OPTIMISTIC Unknown View
DON'T BUY SLF-T Sun Life Financial Inc Market Call (BNN TV) 2016-06-22 $43.570

(Market Call Minute.) If you have to have a Lifeco, Manu Life (MLF-T) has been beaten up more and has more of its revenue coming from Asia.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION OPTIMISTIC No View
BUY T-T Telus Corp Market Call (BNN TV) 2016-06-22 $41.300

(Market Call Minute.) Great dividend. A good entry point. He likes that it is a pure mobile space, and sees that space continuing to grow. Feels the dividend is safe.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION OPTIMISTIC Unknown View
COMMENT TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2016-06-22 $51.190

They are in the process of buying Allergan’s (AGN-N) generics business. Generics aren’t great looking forward, at least in the very short term, and he thinks this is priced into the valuation. There are a lot of synergies on drug duplication that can come through. 

Paul Macdonald HEALTHCARE UNKNOWN Yes View
TOP PICK UNH-N UnitedHealth Group Inc Market Call Tonight (BNN TV) 2016-06-22 $137.900

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

Paul Macdonald HEALTHCARE UNKNOWN Yes View
COMMENT V-N Visa Inc. Market Call (BNN TV) 2016-06-22 $76.530

(Market Call Minute.) (Visa (V-N) or MasterCard (MA-N)?) He prefers Visa which has a much larger network, more retailers and more users. However, the business is under pressure with Walmart pushing back on fees. There might be some compromises which could impact earnings, but more and more people are switching from cash to credit card, and this company stands to benefit.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION OPTIMISTIC Unknown View
COMMENT VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2016-06-22 $27.730

Has never owned this because he could never get his head around their negative ROE. There is a lot of noise around pricing and investigations. They have a huge amount of debt and $31 billion in overhang. Also, there are some regulatory issues in the US. On most value metrics, this is very inexpensive, but you have to realize what you are buying. This is a company that has lost its reputation with its clients, physicians and payers, and they need to rebrand that. If you have risk tolerance in high risk, there is opportunity here.

Paul Macdonald HEALTHCARE UNKNOWN No View
COMMENT ZTS-N Zoetis Inc Market Call Tonight (BNN TV) 2016-06-22 $47.330

An animal health company that was spun out of Pfizer (PFE-N) in 2013. They have 2 lines of business. 1.) Vaccines and antibiotics for livestock including cattle, swine and poultry, in that order, for about 65% of their revenue. 2.) Antibiotics for companion animals. A great growth profile in emerging markets. Trading at about 25X PE this year, going down to about 20X with about 20% EPS growth. A well-run company. He could see more upside in this.

Paul Macdonald HEALTHCARE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-06-21 $0.020

Markets. Sees pretty weak tepid economic growth globally, but does see a bit of recovery in commodities. The market is more skewed towards the back half of 2016. Expects a bit of volatility heading into the summer which leads to potential opportunities. That would be followed by a better and stronger back half of 2016. Valuations are where they were in 2015, not necessarily cheap. He likes energy on the TSX, technology and healthcare in the US.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-06-21 $0.020

Markets. Thinks this is going to be a cruel summer. There are so many events that have yet to transpire over the balance of the year. We have Brexit in 2 days, further announcements from the US Fed, China is slowing down, and Japanese currency issues. All these things are reason enough to have some level of anxiety going into the summer. Rather than “Sell in May and go away”, it may be more appropriate to Sell in May, but stick around in case there is added volatility that creates opportunities. Accessed information is so much more ubiquitous now, so the level of volatility the market reflects as a result of these added benefits of information create a lot more swings in terms of sentiment. Thinks the markets are a little expensive right now. Trading at 17X 2016 earnings, and if you push that out further by a year, it is still 16X on a PE basis. That is not very rich, but not very cheap either. With added volatility thrown into the mix, there are brief moments when companies are cheap enough for you to be able to pull the trigger.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2016-06-21 $95.910

A bit conflicted on this. It is a business that is finding its way into being a mature technology company. Most mature technology companies don’t get attributed with a very high multiple on a PE basis. They have oodles of cash on their balance sheet. Have started a program of paying a dividend and increasing it. However, what is lacking is their ability to innovate the way they once did. You’ll probably have to be patient with this. Prefers others.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT ABX-T Barrick Gold Market Call Tonight (BNN TV) 2016-06-21 $24.540

Gold. We are in an environment of currency wars, and as long as there is lesser confidence in the US currency appreciating, that means there is money going towards gold. The deferral of rising interest rates means that the US$ remains depressed for a longer period of time. Because of that, gold gets a significant lift. That can continue, because there always seems to be some excuse to not move on rates. He owns a different gold stock.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT ALA-T Altagas Ltd Market Call (BNN TV) 2016-06-21 $31.170

Stock has come down fairly significantly from the high $40s. Recently did an equity financing which he participated in and is happy with, because it bolsters the balance sheet. Pays a good dividend yield of over 6%.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY on WEAKNESS ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2016-06-21 $17.550

Sell Crombie (CRR.UN-T) and buy Aecon (ARE-T)? REITs have had a long time to be able to move higher and higher in terms of valuations. Probably not a bad time to be making a switch, but be careful of moving to Aecon because it has also moved considerably. You probably want to Buy this under $15, where the PE is about 14.3X on a forward earnings basis. This is going to be a direct beneficiary of infrastructure spending in Canada.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-06-21 $52.370

A growth by acquisition story, which presents a lot of opportunities as well risks. Their last acquisition of Pantry was a bit of a dog’s breakfast along with some potential integration issues. This would be only a hiccup, as management has done very well at integrating in the past.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2016-06-21 $44.140

A very complicated structure with this as the main portion and all the offshoots down below. His view is that money will always flow to the top. They have raised a lot of money. Their operators have been in place for a long time. Very good at what they do. For the long-term, you could certainly own this.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2016-06-21 $59.740

Trimmed half his position 2 years ago. Considers this to more of a utility rather than a growth stock. The recent Manitoba Tel (MBT-T) will bode well for them and their dividend. Payout ratio is fairly high. The dividend goes up every year. They are going to have to find some avenue to continue the growth of the dividend.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2016-06-21 $56.830

Sold half his position recently. A good company. He is a bit hesitant on their allocation of projects. They had a big allocation towards Brazil, and doesn’t see that economy performing well. Pays a good dividend in US$s.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD BMO-T Bank of Montreal Market Call (BNN TV) 2016-06-21 $82.650

Brexit affect on Canadian Banks? His view is that it will be a non-event. This bank is working its way more into the US, which he likes. Last acquisition was good and they seem to be hitting their stride.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
PARTIAL SELL CAG-N ConAgra Foods Market Call Tonight (BNN TV) 2016-06-21 $47.460

Thinks they have done all the right things with the acquisitions they have been making and their focus. It is all ceramic strategic assets. Within the food business, there is a secular push towards people wanting to lead healthier lives. If you own, consider taking some profits.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN No View
BUY CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2016-06-21 $13.930

(Market Call Minute.)

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
WAIT CNR-T Canadian National R.R. Market Call (BNN TV) 2016-06-21 $74.800

Feels the rails are in for a bit of a rough go. There are a bunch of factors working against them. Oil shipping by rail is a factor and consumer demand is pulling back. The change in the CEO will create some potential small dislocation. If holding for a long-term, it is a great one.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
HOLD CP-T Canadian Pacific Rail Market Call Tonight (BNN TV) 2016-06-21 $159.300

(Market Call Minute.) Freight rate volumes are down 8% year-over-year, so you want to be careful.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2016-06-21 $20.540

A well run company. The best thing management did was to reduce their dividend. In the old days they paid out a lot of money in dividends, and they were serial issuers. His hope is that they do not raise the dividend if oil prices go up, or to start issuing equity again. He is looking at this one.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT CRR.UN-T Crombie Real Estate Investment Trust Market Call Tonight (BNN TV) 2016-06-21 $15.200

Sell Crombie (CRR.UN-T) and buy Aecon (ARE-T)? A well-managed business, but REITs have had a long time to be able to move higher and higher in terms of valuations. Probably not a bad time to be making a switch, but be careful of moving to Aecon because it has also moved considerably. 

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2016-06-21 $28.770

(A Top Pick May 19/15. Up 0.48%.) Sold his holdings earlier this year. Not a bad company. It does well and will continue to do so. It is like the backbone of the Internet. Pays a good dividend.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK CXR-T Concordia Healthcare Market Call (BNN TV) 2016-06-21 $29.600

Unfortunately, this gets compared with Valeant (VRX-T). They are not as dependent on price increases. The negative is that they did bite off a big chunk of debt to buy AMCo. Last quarter was the 1st full quarter with AMCo in their results. The numbers were okay and the margins were good at close to 80%. If they can demonstrate that they are going to take the free cash flow and pay down debt, that is going to be a great thing. Dividend yield of 1.33%.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-06-21 $29.600

It is not fair, but this company moves in lockstep with Valeant Pharmaceuticals (VRX-T), and is a very different company. Have about 60 new products coming on stream that specialize in particular treatments, that don’t have a whole lot of widespread diseases, but very acute and very specific ones. Trading ultra, ultra cheap, at about 5X on a cash flow basis. Over the long-term it could possibly be a takeover target. The biggest “if” and the biggest “risk” is the amount of debt they have on the balance sheet. Their recent acquisition of AMCo of about $2 billion, took their net debt to EBITDA ratio to 20X.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK DH-T DH Corporation Market Call Tonight (BNN TV) 2016-06-21 $32.240

(A Top Pick Sept 18/15. Down 17.75%.) Recently there was a hedge fund that had a Short position, and came out with a bad report on their accounting practices. He exited his position at about $34.50.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK DIS-N Walt Disney Market Call (BNN TV) 2016-06-21 $98.820

(A Top Pick May 19/15. Down 9.29%.) This is slipping over concerns of ESPN, and thinks it will be a hangover for them for a long time. A superb franchise. Best in class.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2016-06-21 $90.450

This company has done well, starting off with a $1 price point, then $2, then $3 and are going to go to $4. There could be some good opportunities if you are going to Sell it here and buy it back later, but it is a very hard thing to do. Thinks they will continue to do well.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
WAIT EFN-T Element Financial Market Call (BNN TV) 2016-06-21 $14.280

At today’s price, you can wait on the sidelines. Eventually when the split happens, you will get the majority in the form of a leasing company and the balance will be a spinoff, which could create some uncertainty. You will then be open to pick and choose which particular company you would like to own.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY FB-Q Facebook Market Call (BNN TV) 2016-06-21 $114.380

New class C non-voting shares? Very similar to what Google did with Alphabet. This doesn’t change his view on the company. It is just a way for management to keep control and to sell down their stake. A great company. Valuation is high, but growth is higher. He is positive on this company.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY FB-Q Facebook Market Call Tonight (BNN TV) 2016-06-21 $114.380

(Market Call Minute.) You have to close your eyes and hold your nose and not look at the valuation. This is strategic virtual real estate that you are buying.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD FIH.U-T Fairfax India Holdings Corp Market Call Tonight (BNN TV) 2016-06-21 $10.660

(Market Call Minute.) He would prefer owning the parent company of Fairfax Holdings.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT FTS-T Fortis Inc. Market Call (BNN TV) 2016-06-21 $42.150

Pays out a good distribution. They make big acquisitions. The past 2 have been outside of Canada, which will take a while to digest. Once they get going, it’s very similar, slow and steady. They continue to increase their dividend. Feels that for the next year or 2, interest rates are going to stay low, which is positive for utilities.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2016-06-21 $708.880

A wonderful company. The splitting of their divisions was a good thing. Advertising continues to be an important part. The company continues to grow including a shift from desktop to mobile, searches targeting your history experiences, home connectivity, etc. Good valuation.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT JNJ-N Johnson & Johnson Market Call (BNN TV) 2016-06-21 $116.180

Kind of a healthcare conglomerate. They have the Pharma side, consumer side and devices. Demographically strong. World-class brands and world-class products. The valuation might be a tad rich, but a great company.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK KEY-T Keyera Corp Market Call (BNN TV) 2016-06-21 $37.700

One of the larger midstream businesses. Their specialty is natural gas processing and gathering. On the liquids side they do storage. Management team has been in place for ever. Top, top, top quality. A very conservative team. The payout ratio is 60%. Their latest partnership is with a large producer on building a sour gas processing plant. Dividend yield of 4.01%.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK KR-N Kroger Co. Market Call Tonight (BNN TV) 2016-06-21 $34.470

They are across all the US and are the largest market share in terms of business that also has a niche play into affordable organic foods, which was only launched 2 years ago, but represents $1.2 billion of their annual sales. They recently made an $800 million acquisition and got 24 new grocery store locations, giving them access to Wisconsin and the Mariano’s name in Chicago. They are #2 in terms of market share, 2nd only to Walmart. Dividend yield of 1.22%.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2016-06-21 $69.090

Thinks that there is growth in this stock. It speaks to management of being very strategic about the assets that they are buying, such as Shoppers. This is going to be slow and steady growth.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK MCD-N McDonalds Market Call (BNN TV) 2016-06-21 $122.630

They have a new CEO and are doing great things. Changing menu items, value items, all Day breakfast, revamping stores, etc. A little rich on the earnings valuation at 22X. Same-store sales are close to 6%. Dividend yield of 2.91%.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK MDT-N Medtronic Inc Market Call Tonight (BNN TV) 2016-06-21 $84.590

(A Top Pick Sept 18/15. Up 22.15%.) Their merger with Covidien has worked out well, and they successfully moved their headquarters to Ireland. There continues to be hefty chunks of cash flow that can be used for tuck in acquisitions or further dividend increases down the road.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2016-06-21 $18.400

In terms of life insurers, this is arguably one of the best. Under the new CEO, they have separated into 2 focuses, their core business and their investment side. With lifecos, low rates are very detrimental to them and volatility in the stock market is not good. With a company like this, they really need to focus on the core business. A good place to be and a good company.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-06-21 $50.000

(A Top Pick Sept 18/15. Down 22.75%.) One of the best at what they do, and the market is not recognizing them for it. Trading ultra cheap at 8X on a PE basis. Doing all the right things. They are honing in on the accretive type segments of their business. Sold off their interior business and bought a German transmission company, which specializes in dual-clutch transmission systems, and gives them access to new geographies in Europe and Asia.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
SELL MU-Q Micron Technology Market Call Tonight (BNN TV) 2016-06-21 $12.750

(Market Call Minute.) What happened with this company and flash drive memory taking over hard drives, that same type of cannibalization can be taking place with Cloud services.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
SELL ON STRENGTH POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2016-06-21 $21.400

Sold his holdings early last year because he was worried about potash pricing. The ones calling the shots are China and India. The company has already cut their dividend, but if that pricing downward trajectory continues on contract pricing, there is a question if the dividend cut was enough. If he owned, he would probably try to find an area of strength where he could trim back, or use covered call writing.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN No View
BUY on WEAKNESS PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2016-06-21 $31.270

This is all encompassing within the investment industry. It has exposure to Great West Life (GWO-T), Investors Group and Mackenzie. All those components that are working together. The payout ratio is very sustainable and you are getting a yield of about 4%. They will keep increasing the dividend. He is looking to buy a little bit more under $30.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT QSR-T Restaurent Brands International Market Call (BNN TV) 2016-06-21 $55.130

The company has done good things. Valuation is fairly rich, but they are good at cutting costs and integrating. Thinks you will see a lot of synergies, certainly in Canada. If there is a negative economic period of growth, they go down the least, because it is a cheap way to eat.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT RY-T Royal Bank Market Call (BNN TV) 2016-06-21 $78.620

Not his favourite, but a good bank. Thinks fintech is going to be a threat going forward. There are lots of small players and very niche, which means they can attack the bigger banks in a number of ways.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK SPE-T Spartan Energy Corp Market Call (BNN TV) 2016-06-21 $3.180

(A Top Pick May 19/15. Up 2.56%.) He would argue that this is one of the best managed energy companies out there. They are going to continue to execute well.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT SYK-N Stryker Corp. Market Call (BNN TV) 2016-06-21 $116.460

Demographically this is really positive. Mr. Trump and Mrs. Clinton debate doesn’t factor into a company like this. They make knees and hips, and are into shoulders a bit now. They now include technology so that if a hip has problems, it can send a message. A little expensive, but a good grower and there is room for acquisitions.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK TCL.A-T Transcontinental Inc. (A) Market Call Tonight (BNN TV) 2016-06-21 $17.850

This is arguably the last man standing in the printing business. Printing is in secular decline. The age of digital is upon us, and people are using less paper. This company prints magazines, newspapers and flyers. Flyers for grocery stores and pharmacy chains are publications that millennials prefer to read in print. The company is moving to the flexible packaging business and in the last 2 years have upped the revenues to 10%. Dividend yield of 4.15%.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2016-06-21 $8.570

Their focus is principally on residential real estate. They have Tricon American Homes which focuses on the Sunbelt in the US. Most people want to own single family rental properties in that particular space. Trades at a significant discount to their NAV of around $13, and he sees room for growth. Dividend yield of 3.03%.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2016-06-21 $56.350

His favourite bank. It has had a focus in the US and is diversifying away from Canada. His view is that this is a retail bank focused on the customer, and less risky than capital markets and international. A conservative way to play the banking sector.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
HOLD V-N Visa Inc. Market Call Tonight (BNN TV) 2016-06-21 $77.330

(Market Call Minute.) The valuation is very high and the payments network environment is going through a significant change right now.

Mohsin Bashir NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2016-06-21 $27.700

A company he wouldn’t own. The new CEO is not a miracle worker. A growth by acquisition story which was entirely fuelled by debt. It was predicated on price increases and being able to borrow and grow the company. There will be many more opportunities to get this company without having to jump in now. (See Top Picks.)

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
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