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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
  
BUY on WEAKNESS SDX-X Sea Dragon Energy Inc. Market Call (BNN TV) 2014-04-14 $0.075

Egypt.  No debt.  Potentially drilling at the end of the year a high impact play.  They have another play they are doing 3D seismic on this year and could start drilling in 2015.  They have upside, but it will be quiet for the next 6 months.

Josef Schachter OIL & GAS UNKNOWN Unknown View
DON'T BUY SLF-T Sunlife Financial Market Call Tonight (BNN TV) 2014-04-14 $35.650

Has been under a little bit of pressure recently.  This one is okay down here, but MFC is the more interesting one and he prefers it due to better growth prospects.  Move on from SLF to MFC.  He also likes JPM-N for financials.  You could take a look at C-N also.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK SLG-X Sterling Resources Market Call (BNN TV) 2014-04-14 $0.720

He owned it in the past.  Significant discovery in the UK north sea in 2010.  Then he felt there would be delays and recommended selling it.  In Q4 2013 they brought it online.  They get a rig to start with this month.  Under 2 times cash flow.  Another field comes on Q2, 2015.  The management is on a road show this week in Canada.

$1.60 Josef Schachter OIL & GAS UNKNOWN No View
TOP PICK SPE-X Spartan Energy Corp Market Call Tonight (BNN TV) 2014-04-14 $3.870

Picking off companies that pay out too much in dividends.  It is fairly valued to modestly cheap.  Lots of low hanging fruit.  They are going to create shareholder value. 

$6-7 John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY on WEAKNESS SU-T Suncor Energy Inc Market Call (BNN TV) 2014-04-14 $39.500

94% oil / 6% Nat Gas.  If you can get it in the low $30s buy, but don’t chase it.  There is no urgency to buy it now.

Josef Schachter OIL & GAS UNKNOWN Unknown View
DON'T BUY TA-T Transalta Corp Market Call Tonight (BNN TV) 2014-04-14 $13.020

They have a lot of coal fired gas plants that may or may not be coming off line here.  This is a big opportunity to make more money because when they renew contracts the coal price will be more favourable for them.  They have a lot of debt.  You don’t need to own a company like this where you are banking on a turnaround.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY on WEAKNESS TLM-T Talisman Energy Market Call (BNN TV) 2014-04-14 $11.290

They are trying to restructure it, sell some assets.  They have to start generating more cash flow.  As they restructure, he thinks they will start to focus again on core areas. 

Josef Schachter OIL & GAS UNKNOWN Unknown View
DON'T BUY TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2014-04-14 $198.090

He tried to understand the battery.  Once you get over the function of how they finance the battery plant, it is interesting.  Trading at about 12 times revenue and they are a long, long way away from making money.  The profitability of an electric car is also a function of the cost of power to put into it.  As you start to adopt new technology such as Nat Gas or electricity, the price of the technology falls.  At these kinds of prices it is pretty lofty.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
BUY on WEAKNESS TVE-X Tamarack Valley Energy Market Call (BNN TV) 2014-04-14 $5.890

60% oil and liquids.  Canada.  This company keeps outperforming his targets. 

$6.50 Josef Schachter OIL & GAS UNKNOWN Unknown View
DON'T BUY TWD-X Tweed Marijuana Inc. Market Call Tonight (BNN TV) 2014-04-14 $2.930

It’s all very early stage.  They have a license. These are early days for these kinds of liabilities.  Cancer suits?  There will be a lot of regulation and there will not just be one player.  It’s interesting, but no barriers to entry.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE No View
WEAK BUY V-N Visa Inc. Market Call Tonight (BNN TV) 2014-04-14 $201.010

Trades at exceptionally good valuation.  Company should do well with an increase in consumer spending, which you are seeing signs for.  Rich valuation because of rapid growth.  The whole payment system is about to change.  Apple, Google, and Facebook will come out with alternatives and put pressure on credit cards.  Merchants and consumers want more choice.  JPM would be a preference due to trading multiple.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY VZ-N Verizon Communications Berman's Call 2014-04-14 $47.270

A good dividend payer.  Very little net gain in the actual stock.  If you are looking for a nice dividend play, consider ZWU-T, 6% yield and low volatility.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BEARISH Unknown View
BUY WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-04-14 $13.460

Management did a phenomenal job.  He is going to be able to surprise the street.  This is the one to buy.  They made some great acquisitions.

John O'Connell, CFA NORTH AMERICAN - LARGE SELECTIVE Unknown View
HOLD WZR-X WesternZagros Resources Ltd. Market Call (BNN TV) 2014-04-14 $0.870

Had some fabulous discoveries.  They found a lot of reserves, but the key thing is when they get them online and get paid for them.  There is political risk.  Hold until it subsides.  No urgency to own it.

Josef Schachter OIL & GAS UNKNOWN No View
DON'T BUY ZJG-T BMO Junior Gold Index ETF Berman's Call 2014-04-14 $7.610

Junior golds had a difficult time with financing over the last few years.  Gold needs to break out.  We need inflation to come back and he does not see that in the next 2-3 years.  Uranium has been beaten up silly and would be a much better holding.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BEARISH Unknown View
WAIT ZUB-T BMO Equal Weight US Banks Hedged to CAD Index ETF Berman's Call 2014-04-14 $19.790

We’ve already seen 4% off the highs.  If we are going to see 10% in this correction, he would look to buy 5-8% less than it is today.  Dividends in the US banks are not high.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs BEARISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-11 $0.020

Markets.  The reduction in the differential between oil prices has been one of the powerful positive trends in the Canadian oil and gas sector.  LNG is a tremendous business opportunity and to exploit our Nat Gas reserves.  But if they don’t go west they can go east or south.  Technological changes are bringing down costs.  It is exciting times.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-11 $0.020

Oil Price Spreads.  It is all about transportation.  We have difficulty shipping our oil to places that really need it.  Rail cars started being used over the last couple of years and that made a huge difference to the spread.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS _N/A View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-11 $42.030

Long term is 2-4 years.  The company is designed to do this long term thinking.  A good idea for a long term investor. 

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Unknown View
PAST TOP PICK DTX-T DeeThree Exploration Market Call (BNN TV) 2014-04-11 $10.080

(Top Pick Apr 30/13, Up 28.70%) Has been blessed with some wonderful oil assets.  He took some profits.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
BUY ESN-T Essential Energy Services Ltd. Market Call (BNN TV) 2014-04-11 $2.940

Likes the company.  They are specialists in having a lot of coil tubing units to service wells and a variety of things.  Applies to horizontal drilling and fracking, plus clean up.  Trading well below $3 and should not be.  Solid financials.  Many wells are being drilled deeper and there are not that many smaller service companies that can go on a lease with them to provide a lot of highly specialized tools.  Good balance sheet and solid dividend. 

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
TOP PICK FRC-T Canyon Services Group Market Call (BNN TV) 2014-04-11 $14.020

They frack oil and gas reservoirs extremely well and in Canada.  Squeaky clean balance sheet.  Pays a nice dividend.  We had a falling off of utilization rates in 2013.  They were also dragged down with problems of Trican.  They then weaseled into some new work with Progress in Northeast BC.  Massive operational efficiencies with this company. 

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
PAST TOP PICK GEI-T Gibson Energy Market Call (BNN TV) 2014-04-11 $28.120

(Top Pick Apr 30/13, 11.05%) Still likes it.  Company is very well structured to be North America’s largest company to allow all the movements that were not being connected with the different basins of light and heavy oil.  An interesting, diverse company.  Good, sustainable dividend that increased twice in the last two years.  He has been buying shares at these prices.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
SPECULATIVE BUY HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2014-04-11 $5.100

Fascinating company, relatively illiquid for a long time.  They are dominant as an oil services company in New Guinea.  There are lots of other companies very active there.  They provide rigs, mats, different drilling facilities.   Very mountainous areas and rainy so there are high barriers to entry from competitors.  Very high margins.  Nice dividend and nice balance sheet.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Unknown View
COMMENT LEG-T Legacy Oil and Gas Inc. Market Call (BNN TV) 2014-04-11 $7.910

Has been put in the penalty box because of debt to cash flow ratios.  Having difficulty growing.  An interest in part of the asset they have is one of the major assets that Trent may use to go ahead and change the debt position.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Unknown View
WEAK BUY MEI-X Manitok Energy Market Call (BNN TV) 2014-04-11 $2.570

Under a cloud right now.  The repeatability of their property where they drive most of the production from has raised concern.  Signed a deal with ECA-T to exploit massive amounts of their royalty lands.  Likes the company.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
COMMENT PLT.UN-T Parallel Energy Trust Market Call (BNN TV) 2014-04-11 $4.290

It comes down to the formation.  You have to understand how they are generating the distributions.  He met with management to understand.  He feels it is high.  They produce a lot of natural gas with propane.  They are in the US so we have to look at prices for propane in the US.  He prefers Canadian companies with Canadian formations that he can understand.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Unknown View
BUY PPY-T Painted Pony Petroleum Market Call (BNN TV) 2014-04-11 $11.370

LNG basket.  If and when LNG projects start rolling, getting through the barriers, you will find these companies will make sure there is enough production to fill these facilities.  You have to have a portfolio approach. 

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
BUY PXX-T BlackPearl Resources Inc Market Call (BNN TV) 2014-04-11 $2.950

Great management.  Moving up because funding is in place and a solid, excellent well. 

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
HOLD RRX-T Raging River Exploration Market Call (BNN TV) 2014-04-11 $9.100

You look at the reserve report, the inventory they have and the capital efficiencies lately and you can see this is still going very, very well.  He just lets winners run. 

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Unknown View
BUY SGY-T Surge Energy Inc Market Call (BNN TV) 2014-04-11 $6.590

8.5% dividend.  They have a low decline rate.  Less than 100% of earnings go into dividends.  Made a lot of acquisitions. 

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
BUY SPE-X Spartan Energy Corp Market Call (BNN TV) 2014-04-11 $3.850

Up 343% in the last year.  He likes the company.  The company has a strategy about how they will be operating.  Very intrigued by them.  They know what they are doing.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Unknown View
PAST TOP PICK SU-T Suncor Energy Inc Market Call (BNN TV) 2014-04-11 $39.470

(Top Pick Apr 30/13, Up 27.96%) Seeing a very large change in the economics of Natural Gas.  He has deployed some profits to the Nat Gas side to diversify.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
BUY TBE-T Twin Butte Energy Market Call (BNN TV) 2014-04-11 $2.380

Last year the company fell on a market perception, but they came back.  They made an acquisition that worked out.  Every year the business model will look better and better and more sustainable. 

$2.80 Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Unknown View
BUY TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2014-04-11 $12.740

Managed by some very good people.  Each quarter they come up with their results and they demonstrate they have very good rates of return, lots of inventory and are very conservative on their distribution policy.  It is well organized.  You should have a portfolio of these yield plays.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
TOP PICK TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-04-11 $54.520

Cash flow is going to double this year.  That is huge.  They have found new ways to tweak old reservoirs through pad drilling, new science, and fracking.  They are targeting formations where there is a lot of condensate which is very valuable.  This company has a growing production from condensate.  Only 10 times cash flow.  It is cheap.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
TOP PICK WCP-T Whitecap Resources Market Call (BNN TV) 2014-04-11 $13.230

A yield company.  Very, very sharp at clever acquisitions.  They just purchased an imperial oil asset and now can grow at a very good rate.  5.1% yield.

Martin Davies CANADIAN OIL & GAS BULLISH on NATURAL GAS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-10 $0.020

Markets.  Sees good upside for the markets going into 2015.  Canada and emerging markets will improve 12 months out.  Pure energy is 20% of the TSX and will do the heavy lifting.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-10 $0.020

Markets.  We are set up for a balanced budget in 2015, which is ahead of most of the other countries in the G7.  2013 was wonderful with US up 30%.  2014 is still positive.  Valuations are reasonable in the broad market with a few places where they are too high.  There is volatility right now.  The sell off today is a buying opportunity.  He was carrying a little more cash coming out of 2013 than he usually would.  He is considering Valiant as an addition. 

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET _N/A View
TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2014-04-10 $523.480

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
TOP PICK AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2014-04-10 $34.320

If you need to own a precious metal you need one that delivers.  This one has a great growth profile.  It is THE company of size that benefits from the Canadian dollar weakness.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Yes View
WAIT AET.UN-T Argent Energy Trust Market Call Tonight (BNN TV) 2014-04-10 $3.520

He looked at it in the past.  Management is being very cautious with this cut in the dividend.  The fall in share price still makes it an attractive dividend.  Wait a few days at least.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET No View
BUY AFN-T Ag Growth International Inc Market Call Tonight (BNN TV) 2014-04-10 $46.280

Have not increased their dividend for quite some time.  Current payout ratio is good and dividend is safe.  They did increase business in Ukraine and it is something to be weary of.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Unknown View
PAST TOP PICK AGU-T Agrium Market Call (BNN TV) 2014-04-10 $101.250

(Top Pick Sep 12/13, Up 14.64%) Expanding potash mine in Saskatchewan.  Retail business is going well although planting season is late this year.  He is still comfortable with this one.  Corn prices have rallied back and this stock moves with them.  His gut feeling is that dividends won’t increase this year.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Yes View
BUY on WEAKNESS AGU-T Agrium Market Call Tonight (BNN TV) 2014-04-10 $101.250

You could start nibbling here.  $95/$96 area would be support.  Start to buy it here in case it does not get down to $95.  Prefers over POT-T.  Nat Gas prices continuing to be high could be a negative.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Unknown View
BUY ARX-T Arc Resources Ltd Market Call (BNN TV) 2014-04-10 $31.460

Positive.  Momentum is strong.  These names are going to go higher although not as fast as over the last couple of months.  There is a chance they could increase the dividend in the future.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
TOP PICK BAU-T Bauer Performance Sports Ltd. Market Call Tonight (BNN TV) 2014-04-10 $14.790

18% increase in bookings for next quarter.  12 times earnings and could easily be at 14-15 times.

$17-$18 Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
SPECULATIVE BUY BB-T BlackBerry Market Call Tonight (BNN TV) 2014-04-10 $8.380

Done a very good job in trying to right the ship.  Down at $8.50, it is probably not in a bad position for a trade.  He does not know if it will exist in a couple of years.  For a trade you can probably make some money on the way to $10.  Trading to him is a 3-4 week period.

$10 Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Unknown View
STRONG BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-04-10 $45.540

Great on execution.  Made a great acquisition.  Market is working through the value of it.  Exposed to the differential with the US and should benefit from the XL pipeline and refineries coming online in the US.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
BUY BTO-T B2Gold Corp. Market Call (BNN TV) 2014-04-10 $3.100

Great story, management, growth profile.  Could recover quite a way from here.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
BUY CCO-T Cameco Corporation Market Call (BNN TV) 2014-04-10 $25.310

It is a typical long term hold story.  Uranium story was damaged by reactor in Japan, but now things are moving on. 

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
TOP PICK CFW-T Calfrac Well Services Ltd Market Call (BNN TV) 2014-04-10 $35.150

Loves oil service industry.  Pressure pumping sector has more upside from here.  These guys specialize in it.  They are at the international level.  There will be increased utilization that should lead to pricing power in 2014/15.  Don’t go by ‘Sell in May’ on this one.  You might be okay waiting until the end of June.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Yes View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-04-10 $44.010

There are a number of catalysts.  40% unhedged Natural Gas.  One of the names that will benefit most from the differentials decreasing.  XL would benefit them.  High single digit growth profile can allow the dividend to continue to grow.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-10 $41.550

Light oil producer, so correlated with the oil price.  Have been very acquisitive and tended to issue a lot of stock.  However, it is a good story and they are under good execution.  Thinks it will catch up so hang on to it.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
PAST TOP PICK CRUS-Q Cirrus Logic Market Call Tonight (BNN TV) 2014-04-10 $19.890

(Top Pick Mar 27/13, Down 13.30%) Did lose some of the business in the iPad Air.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
BUY CVE-T Cenovus Energy Market Call (BNN TV) 2014-04-10 $31.720

They are working through recent issues.  They have great assets and are normally great executors.  Thinks this is a stock you can buy and sleep well at night with.  Less torquy than other integrated oil names.   You have to make sure issues are not with a fundamental asset.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
PAST TOP PICK DKS-N Dick's Sporting Goods Market Call Tonight (BNN TV) 2014-04-10 $52.180

(Top Pick Mar 27/13, Up 11.84%) Still growing.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET Yes View
HOLD ECA-T Encana Corp Market Call (BNN TV) 2014-04-10 $24.490

Has been acting very well.  The IPO that is coming up for some of their assets is being anticipated by the market.  The Nat Gas market has been a rocket ship in some ways.  It could take a couple of years to recover from the current low inventories.  Does not think you should trade out this stock right now.  These stocks will not pull back this summer.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
DON'T BUY ECA-T Encana Corp Market Call Tonight (BNN TV) 2014-04-10 $24.490

Prefers TOU for Nat Gas because of better growth potential.

Don Lato NORTH AMERICAN BULLISH on CANADIAN MARKET No View
DON'T BUY ELD-T Eldorado Gold Market Call (BNN TV) 2014-04-10 $6.410

The catalyst is permits in a number of countries.  This is a low cost producer with cash on the balance sheet.  It has a higher political risk profile than others so you might not want to get involved right now.

Philippe Capelle CANADIAN LARGE (RESOURCE) BULLISH on ENERGY Unknown View
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