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

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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 A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-01 $0.020

A good investment vehicle for an 89-year-old other than GICs? The only thing he would recommend would be Government of Canada treasury bills. They are the safest investment in Canada. Yield almost nothing, but you get your money back every 30 days if you buy a 30-day treasury bill. This is the ultimate in safety, liquidity and safety of principal.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-01 $0.020

Money Market Funds? Like all mutual funds, these never mature. They are typically invested in commercial paper, not entirely risk free. He would rather see individuals buy treasury bills, GICs and bonds. You never get your money back.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-02-01 $0.020

Bank Rate Reset Preferreds resetting in 3 to 5 years? He has bad news for anybody having only preferreds with the reset happening this year. Already they had resent spreads that were narrower than ones that were issued later on. Was the last drop in 5-year bond yields, that pretty well sells the fate for any of the 2016 resets. It changes in 2017, 2018 and 2019. The resets start to get wider. Hopes that interest rates will be higher a couple years from now, but there is no guarantee they will. Buying the new ones that have come out with a 5.5% annual dividend plus the massive reset spread, pretty well guarantees that you get a chance to have your money back in 5 years.

Hank Cunningham FIXED INCOME UNKNOWN _N/A View
HOLD AC-T Air Canada (B) Market Call (BNN TV) 2016-02-01 $7.600

In Canada we like to hate our airlines.  It has almost been the inverse of energy prices.  A lot of its costs are in CAD$.  A long as the price of oil stays low they will continue to benefit.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC No View
TOP PICK AGT-T AGT Food & Ingredients Market Call (BNN TV) 2016-02-01 $35.340

Beans.  Formerly alliance grain traders.  He has liked food for some time.  There is a surging worldwide demand for beans as an alternative to meat.  We are the leaders in distributing and manufacturing beans through AGT-T.  Turkish and Indian crops have not been good this year.  It has a fair amount of momentum here.  The low Canadian dollar benefits them.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2016-02-01 $60.760

(Top Pick Feb 13/15, Up 29.69%) Convenience stores.  They just bought a chain in Ireland.  It has come a long way and done very well, but it still makes sense to buy it.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Yes View
BUY BAC-N Bank of America Berman's Call 2016-02-01 $13.960

US Banks.  If you made it 5% of you position, then don’t average down and buy more.  It is a bad idea to buy more.  If you hold less than a position then you could buy it.  It will be in a trading range for the next couple of years.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
DON'T BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2016-02-01 $41.520

He sold it to buy TCN-T, and then sold that.  He would not own or hold this sector right now.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC No View
SELL BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2016-02-01 $41.520

April 9, 2019 bond with a rate of 3.95%. Unlikely you can sell this at a higher price than what it is at now, because it is rolling down the yield curve and getting close to maturity. These bonds are very liquid and you can sell them at any time, and then pick up another one that will mature in 2 or 3 years. He would not hold this bond to maturity.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2016-02-01 $0.960

It is well documented and under a lot of pressure.  It should stay in the index.  It will be helpful to the company when or if it has a turn around.  He does not own it because of debt.  They may get things turned around.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC No View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2016-02-01 $0.960

Is the 7.35% 2026 bond safe? This is not safe. There are so many bonds that this company has issued that will mature before this one does. A lot of things that are going to happen to this company. It has been propped up by governments for a long time. It is pretty safe to say that bondholders will take a haircut of some kind, before this thing is resolved.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2016-02-01 $56.340

His favourite of the banks.  It is the most international of the Canadian banks.  It did not expand to the US but to the Caribbean and South America as well as the rest of the world.  This is a better bet for a longer term growth strategy. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Yes View
PAST TOP PICK BPO-T (Dead) Brookfield Office Properties Market Call Tonight (BNN TV) 2016-02-01 $22.360

(A Top Pick Feb 11/15. Up 4.42%.) 4% bond maturing April 16, 2018. Brookfield is an undervalued investment. He likes the bonds very much.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
PAST TOP PICK BYD.UN-T Boyd Group Income Fund Market Call (BNN TV) 2016-02-01 $62.930

(Top Pick Feb 13/15, Up 32.94%) Used cars are doing better and better and these guys keep them on the road. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Yes View
BUY CBH-T iShares 1-10 Corp Bond Fund Market Call Tonight (BNN TV) 2016-02-01 $19.660

Where to put $25,000 in an RRSP? This is a 1-10-year corporate ladder bond ETF iShares (CBH-T) that he would recommend. You’ll get a yield higher than a GIC. It has a really diverse portfolio of securities. (Also See Top Picks for XHY-T)

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
PAST TOP PICK CBH-T iShares 1-10 Corp Bond Fund Market Call Tonight (BNN TV) 2016-02-01 $19.660

(A Top Pick Feb 11/15. Up 0.94%.) Likes this because it is diversified, and you are not guessing where interest rates are going. He likes the 10 year laddered, because the average yield pickup from 6 to 10 years has been 100 basis points over the last 25 years.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
BUY CCL.B-T CCL Industries (B) Market Call (BNN TV) 2016-02-01 $195.750

They are a Great Canadian Company.  He thinks their ramp up is sustainable. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Yes View
TOP PICK CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2016-02-01 $11.570

It already has so many quotas that have been put in place.  They just acquired a Scottish player that is distributing to Europeans.  The low Canadian dollar benefits them.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Yes View
BUY CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2016-02-01 $29.100

Probably this is the best risk/reward trade off.  They have nothing downstream.  It is well positioned to benefit from a recovery.  They have a pretty good balance sheet. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC No View
TOP PICK CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2016-02-01 $74.450

2.8% bond maturing Sept 22/25 at $102. He is all for quality these days and this is a solid single A credit that has zero problems on the credit side. There are very few of these kinds of bonds in Canada.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2016-02-01 $14.690

They had always done significant stock issues.  Now that energy prices are a lot lower, they cut their dividend.  It will trade in a range for a while. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY CVD-T iShares Adv. Convertible Bond ETF Market Call Tonight (BNN TV) 2016-02-01 $17.600

Doesn’t like this very much. The convertible market in Canada is very low quality. It consists of nothing, but unrated, junior, subordinated debentures, issued by people who couldn’t borrow money any other way. There are very few decent industrial names in this, and a lot of them are energy names.

Hank Cunningham FIXED INCOME UNKNOWN No View
WATCH DOL-T Dollarama Inc. Market Call (BNN TV) 2016-02-01 $74.870

It will do better with a stabilized Canadian dollar.  It has been tough for it to keep its margins with a strong American dollar.  It will go in sync with the Canadian dollar.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2016-02-01 $6.040

You have a lot going on with energy stocks.  The juniors are the most down.  He would prefer companies with a little more capitalization.  Energy is not a renewable resource.  It is not recyclable.  These Nat gas and Oil prices are under a huge amount of pressure and at some point something has to click in.  You will see a plateau somewhere.  You don’t have to worry about ECA-T going out of business.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Unknown View
SELL HFR-T HAP Floating Rate Bond ETF Market Call Tonight (BNN TV) 2016-02-01 $9.870

There is not much upside in a floating rate security in Canada right now. This is not a vehicle that is going to earn you very much return here.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
BUY HWD-T Hardwoods Distribution Market Call (BNN TV) 2016-02-01 $16.740

One of North America’s largest distributors of renovation lumber.  You won’t be too disappointed six months or a year from now.  This is a correction. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Yes View
PAST TOP PICK LNR-T Linamar Corp Market Call (BNN TV) 2016-02-01 $56.070

(Top Pick Feb 13/15, Down 29.71%) He sold out before it went down.  The auto sales are down.  He is skeptical of the growth in the auto sector.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC No View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2016-02-01 $19.210

GWO-T is worth considering also. Life Companies.  They are big beneficiaries if and when interest rates go up.  Future liabilities are discounted more in an increasing interest rate environment.  He prefers Great West Life.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY MRE-T Martinrea Market Call (BNN TV) 2016-02-01 $9.360

He has owned this and LNR-T, but owned them early in the auto cycle.  He just sold LNR-T in August.  The auto cycle is long in the tooth.  He prefers auto repair facilities.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC No View
BUY PMMNINCM (Not L Pimco Monthly Income Fund Market Call Tonight (BNN TV) 2016-02-01 $0.000

A safe way to play the fixed income side of a portfolio. This company roams the world looking for opportunities in the fixed income market. It has produced very good long-term returns, and he would recommend it. 

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
BUY RY-T Royal Bank Market Call Tonight (BNN TV) 2016-02-01 $71.270

New Preferred shares? Thinks this is referring to one that was just issued that has an annual dividend rate of 5.5%. A nice new benchmark rate with about a 465 spread reset. This stabilizes the preferred market, and is one you can buy and hold.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
BUY SLF-T Sun Life Financial Inc Market Call (BNN TV) 2016-02-01 $39.460

The banks have been the dominant performers in the financial sectors.  SLF-T has been under a lot of pressure along with the banks because of fears of exposure to the oil patch.  LifeCos tend to do much better in a rising market because of their wealth management business.  Insurance companies have been competing longer abroad than the banks.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Unknown View
DON'T BUY T-T Telus Corp Market Call (BNN TV) 2016-02-01 $38.960

Under pressure because of the new entrant into the phone business.  They have been under a lot of pressure.  He prefers RCI.B-T because of ties to other areas, but this whole sector has been under pressure.  BCE-T seems to be doing better. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Unknown View
TOP PICK TA-T Transalta Corp Market Call Tonight (BNN TV) 2016-02-01 $4.910

6.4% bond maturing Nov 18/19 at $96. The yield to maturity is 7.63%, which is still an investment grade bond. It was rated as a BBB minus, but Moody’s downgraded it to one notch below investment grade late last year, and their bonds have fallen by about 15 points. They have 2 bonds maturing between now and 2019. Their forecasts are for about $1 billion in EBITDA in the next 2 years.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
TOP PICK UNS-T Uni-Select Inc Market Call (BNN TV) 2016-02-01 $61.750

A big distributor of automotive paint.  The opportunity in auto is in keeping the cars on the road. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Yes View
DON'T BUY VSN-T Veresen Inc Market Call (BNN TV) 2016-02-01 $7.810

You have to be a bit careful in the energy space.  Energy stock could cut their dividend.  He would not count on any big entity holding the line on their dividends.

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Unknown View
COMMENT XCB-T iShares Cdn Corp Bond ETF Market Call Tonight (BNN TV) 2016-02-01 $21.090

The average maturity of a corporate bond index would probably be 6-7 years. Doesn’t like the iShares product line, and prefers the laddered ETF’s to the street corporate bond ones. Nevertheless, corporate bond yields have widened out so far from government bonds, that he thinks there is going to be a very good compounding effect by owning corporate bonds from this point on, especially in the low inflation environment.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
TOP PICK XHY-T iShares US High Yield Bond Index ETF Market Call Tonight (BNN TV) 2016-02-01 $18.000

(A Top Pick Feb 11/15. Down 10.5%.) This has been one of the worst years ever for the high-yield market. He has been in and out of this twice since his recommendation. This is nothing, but US high-yield bonds, and hedged back to the Cdn$. Well diversified both by maturity and credit. The yield to maturity is slightly under 9%.

Hank Cunningham FIXED INCOME UNKNOWN Yes View
BUY XTR-T iShares Diversified Monthly IF ETF Berman's Call 2016-02-01 $10.360

It is a balance income fund.  It includes bonds. It is good for a long term holding.  It is a nice diversified way to get exposure across the sector, but is concentrated in Canada.  Combine it with CYH-T.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
DON'T BUY XTR-T iShares Diversified Monthly IF ETF Market Call Tonight (BNN TV) 2016-02-01 $10.360

This is only a fund of funds. All it does is invest in other ETF’s. He doesn’t see any upside in these.

Hank Cunningham FIXED INCOME UNKNOWN Unknown View
COMMENT Y-T Yellow Media Inc Market Call (BNN TV) 2016-02-01 $15.680

It is an interesting company.  He doesn’t know if it is a buy or a sell.  They reinvented themselves as an online business.  He does not know if the dividend is safe. 

Brendan Caldwell CANADIAN VALUE SELECTIVELY OPTIMISTIC Unknown View
BUY on WEAKNESS ZRE-T BMO Equal Weight REITs Index Berman's Call 2016-02-01 $17.180

Equal rate REIT ETF.  He has said for the last year and a half that they had downside risk, but now he is at maximum position in REITs in his dividend fund.  In the last month or so he has been adding every time it has been getting weak.  This is one of the ones he holds. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
BUY ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Berman's Call 2016-02-01 $18.970

Euro.  Covered call and hedged to CAD$.  This was one of Larry’s ideas.  He loves it for the principals.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-01-29 $0.020

Markets. History has shown that if there is one thing the market doesn’t like it is uncertainty. Volatility has been mostly attributed to how wacky oil prices have been. There are a lot of rumours and a lot of chat, but until we see production cut, everything else is just noise. Saudi’s have come this far, and he doesn’t see them changing their tune at this point. It is not just an oil issue, it is a geopolitical issue, so you are taking a matter that is already complicated and adding a few layers to it, just to add more volatility to the market. He has been underweight energy because he had thought it was overvalued by $15-$20 a barrel when it was $80-$90. There was a lot of geopolitical uncertainty and a risk of supply disruption, but had no idea $30 oil was in the cards. Thinks this is year when there are going to be fewer players remaining online, because it just doesn’t make sense anymore. This is what OPEC and Saudi Arabia are waiting for, and until we get that, oil prices are going to remain volatile.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-01-29 $0.020

Oil Sands. Alberta just announced they are going to leave the oil sands royalties unchanged, but are going to implement a 5% flat rate for non-oil sands output, until their costs reach payout status. Then it will become a sliding scale. They are also going to simplify the payments and incentives. New drilling completion costs will be based in Cdn$ rather than volume or time, which will recognize the cost of producing crude and natural gas, and make it consistent across the board, so that it is easier for everyone to understand. If and when the oil price does go up, then the effect of the increased drilling programs will start to benefit all of Alberta. They are set to increase royalties in Alberta by 50% by 2023, which is when they will start to really reap the reward.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-01-29 $0.020

Oil Sands. Very pleased about the decision on royalties. There were all sorts of rumours that they were going to stick it to the guys. His only complaint was that they took a long time to do nothing. Considering Alberta has been in the royalty business for a long time, he can’t imagine that it would be too much out of line with most other countries. It’s going to get tougher before it gets better. We are going to lose some smaller companies. It should have been obvious to the Saudis that their strategy was wrong months ago. They haven’t accomplished anything. The moment the price does go back up, and it is going to have to go back up as some point, those producers in Texas will be right back in there producing.

David Cockfield CANADIAN & ETF's OPTIMISTIC _N/A View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2016-01-29 $32.780

They are a little step away from energy being a utility rather than a producer. Feels LNG is going to be one place where there is going to be some success. Suspects this stock has pretty much hit bottom here. A good, long term prospect. Good operators. 6% dividend yield, and doesn’t think there is any chance it is going to be cut.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
BUY BA-N Boeing Market Call (BNN TV) 2016-01-29 $120.130

He wouldn’t be opposed to this as an entry point. They have a new CEO, who has made it clear that he is not going to make any drastic changes. 70% of revenues comes from commercial jets. What is going to determine where the stock price goes over the next 6-12 months is the 787 plane. Deliveries have been going well which is the positive. The challenge is that they spent more money than originally anticipated, so there has been a bit of margin compression on the 787’s. He is not concerned about the 3.7% dividend yield.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Unknown View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2016-01-29 $14.140

The difference between US and Canadian banks is that the US banks don’t generate as much revenue from retail banking, personal and consumer. They are quite heavy in the investment banking and wealth management. This bank tends to operate more like what we know in Canada, in the sense that 60% of its revenue is retail and 40% is wealth management and investment banking, a nice mix. He has targeted regional banks, in order to trim the fat of the lumpy revenues from investment banking. Although the US economy has been improving, it hasn’t been improving at the same pace in all regions. This is a high-quality name with a reasonable dividend, but hasn’t done well over the last 52 weeks. Wouldn’t be in a rush to buy this, but would look at some of the regional names, such as Columbia Banking System (COLB-Q).

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2016-01-29 $42.290

Likes the Brookfield group. They have their fingers in everything. He likes Brookfield Properties. This is the kind of world where this company can do quite well.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
DON'T BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2016-01-29 $9.990

Despite a lot of negativity, this continues to survive. The security aspects are underrated, and more attention should be paid to that. Chart shows it has been flat lining for a number of years, and maybe that is going to be its future. Thinks it will survive, and maybe grow again. Wouldn’t buy at this time as it is a risky proposition.

David Cockfield CANADIAN & ETF's OPTIMISTIC Unknown View
TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-01-29 $56.430

Has been one of our better performing stocks over the last couple of years, and has performed well in this kind of environment. They are fast on their feet and are spreading out into TV, sports, etc. They like increasing their dividend. Dividend yield of 4.6%.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
PAST TOP PICK BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2016-01-29 $57.390

(A Top Pick Feb 18/15. Down 9.5%.) Still likes this. It has been a little overdone in some of the negativity. The areas they are in are doing fine, other than Venezuela. Mexico in particular is doing quite well. They are quite careful about where they lend.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
PAST TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2016-01-29 $14.630

(A Top Pick Feb 27/15. Down 2.47%.) We are really in a market to protect, and not try to hit home runs. This company has done that. Has sold his holdings.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
TOP PICK CASH CASH Market Call (BNN TV) 2016-01-29 $0.010

He was at 25% cash in the 1st week of January, and is still sitting at that. Although there are days where the market rallies 1.5%-2%, he wouldn’t cheer too early. Thinks the volatility is going to continue. Cash on the sidelines gives you an opportunity to step in and buy.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
COMMENT CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2016-01-29 $29.990

If you are inclined to step into energy, this is a very good choice. Have a lot of assets, including some that are offshore. Well-managed company. You have to decide that you are going to make a bet on a recovery of the energy sector and that there is not another leg down. If you are looking out 5 years, this is probably not a bad way to participate.

David Cockfield CANADIAN & ETF's OPTIMISTIC Unknown View
PAST TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2016-01-29 $23.790

(A Top Pick Feb 27/15. Down 18.1%.) The story hasn’t changed. With the increased usage of smart phones, there is a need to stay spectrum efficient. This company is helping the carriers do that with networking solutions. Also, with the Internet of Everything, this company tends to benefit in terms of integration of networks. He is excited about their cyber Security side of things. Pays a great dividend, so you need to be a little more patient with this.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
TOP PICK CSU-T Constellation Software Inc. Market Call (BNN TV) 2016-01-29 $510.000

The challenge is that the stock just keeps going up and it is very difficult to find an entry point. It is now down about 15% since January, and is at an entry point that many have waited for. Their core business is niche acquisition strategy, so they are acquiring small software companies. The average acquisition size is about $3 million, and they are focusing on a space that the bigger players are not interested in.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2016-01-29 $38.270

Concordia Health (CXR-T) or Magna (MG-T)? He prefers Magna. In a world of uncertainty, it tends to be a little more stable.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Unknown View
COMMENT DH-T DH Corporation Market Call Tonight (BNN TV) 2016-01-29 $31.470

The recent history was rather upsetting. It started off some months ago when somebody came out and said their accounting was wanting. The stock immediately went down 17%-20%. Then they came out with an earnings decline of 25%-27%, which hit the stock. Trading at a relatively high multiple. He is waiting to see what happens in the next quarter or so. The yield is 4%, and he doesn’t think there is any problem with the dividend.

David Cockfield CANADIAN & ETF's OPTIMISTIC Yes View
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