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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
  
HOLD DH-T DH Corporation Market Call (BNN TV) 2015-04-10 $42.570

This isn’t a cheque company anymore, but more of an information, analysis, storage, manipulation company. They keep expanding more and more into the computer area. Have made various acquisitions in the US that have turned out well. Below $40 would be a decent entry.

David Cockfield CANADIAN OPTIMISTIC Yes View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2015-04-10 $14.560

It is way too early for stocks like this. Thinks it is going to stay in this price range for the foreseeable future. A good company.

David Cockfield CANADIAN OPTIMISTIC Unknown View
DON'T BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2015-04-10 $11.060

Just too early for this. This is one of those commodity situations that has yet to play out. You are not going to get much out of this stock in the foreseeable future. Dividend is not particularly attractive, so why bother?

David Cockfield CANADIAN OPTIMISTIC No View
HOLD IPL-T Inter Pipeline Market Call (BNN TV) 2015-04-10 $30.970

Holding on to his holdings because of the dividend. Also, they have long-term contracts with a number of very large producers. Some of these oil sands projects are still coming on and haven’t even started producing. This company is closely linked to these. The next 2-3 years still looks like there is good growth and good cash flow. By that time, the price of oil will be back into a more reasonable level.

David Cockfield CANADIAN OPTIMISTIC Yes View
SELL LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2015-04-10 $11.820

Times are hard and probably going to get worse. Chinese just won’t pay for iron ore and there is lots of it. Australians are producing it in huge quantities. Also, feels the 8.5% dividend is in jeopardy.

David Cockfield CANADIAN OPTIMISTIC No View
COMMENT MBT-T Manitoba Telecom Services Market Call (BNN TV) 2015-04-10 $24.370

Has been quite concerned about this. Has been selling his holdings and taking losses lately. He is worried about the dividend. The new president has said they are doing an internal review to see if they can really afford the dividend.

David Cockfield CANADIAN OPTIMISTIC Yes View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2015-04-10 $22.240

Internationally oriented and exposed. He likes to see operations that are more centred in North America, or even Great Britain and Europe. He would rather go with Canadian-based insurance companies.

David Cockfield CANADIAN OPTIMISTIC Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-04-10 $68.310

The auto cycle seems to have some real legs to it. The US economy is still dragging along. The average age of cars in the US has lengthened out. Sales have been good. The European side, with stimulation, should do okay. The company just continues to deliver. Can be a bit volatile.

David Cockfield CANADIAN OPTIMISTIC No View
COMMENT PKI-T Parkland Fuel Corp Market Call (BNN TV) 2015-04-10 $25.690

A fuel distributor which is now across Canada. Cold winters are good for them. Dividend is quite nice. Well-run.

David Cockfield CANADIAN OPTIMISTIC Yes View
COMMENT PWF-T Power Financial Corp Market Call (BNN TV) 2015-04-10 $37.860

Likes their background investments of Investors Group and Great West Life (GWO-T). A well-run company. Pays quite a nice dividend. Feels it has good, long term prospects, mainly centred in North America. A nice stock to put in your portfolio and just cash in the dividends.

David Cockfield CANADIAN OPTIMISTIC Yes View
TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2015-04-10 $55.290

Have a good amount of US exposure. Things are a bit slow in Canada, but the US side is picking up momentum. He thinks that will show up in earnings. Bank stocks in general have taken a back seat for a while. They have built a good base here and you will see them moving higher.

David Cockfield CANADIAN OPTIMISTIC Yes View
TOP PICK VIG-N Vangrd Dividend Appr. E.T.F. Market Call (BNN TV) 2015-04-10 $81.600

These are companies that grow their dividends, and in this case, he is showing a little bit of bias towards the US markets. This has a significant number of stocks. Their largest weightings are consumer goods, services, industrials and healthcare. Has a small dividend. A very conservative type of investment.

David Cockfield CANADIAN OPTIMISTIC Yes View
COMMENT WFT-T West Fraser Timber Market Call (BNN TV) 2015-04-10 $61.560

This is a tricky area. He is not in the forest products side at all, but watching it closely. The real problem is that the demand for various parts of their business, both lumber and logs, tends to fluctuate. For a while Asians were big buyers of logs, but that has fallen off because the Russians are cutting prices. Also, US housing starts have been on-again off-again. He is reasonably convinced that the US housing starts are going to start to show the kind of growth that he expected a few years ago.

David Cockfield CANADIAN OPTIMISTIC No View
COMMENT WJA-T Westjet Airlines Market Call (BNN TV) 2015-04-10 $27.070

His philosophy on airlines is “don’t invest”. He has seen too many airlines over the years go under for various reasons. It is in a good environment. The cost of fuel has gone down. Travel is definitely up. They should do quite well, but these stocks tend to be pretty darn volatile at times. It may be that an increase in the price of oil and jet fuel would be enough to knock these stocks right down again.

David Cockfield CANADIAN OPTIMISTIC No View
TOP PICK ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call (BNN TV) 2015-04-10 $27.750

A low beta stock. (Beta measures the volatility of a stock versus the index.) What he likes is, if the index sells off by 5%-10%, this ETF doesn’t. Has a very nice upward momentum. He is thinking that 2015 is going to be quite volatile, so he wants to go for the conservative type investments.

David Cockfield CANADIAN OPTIMISTIC Yes View
BUY ZLU-T BMO Low Volatility US Equity ETF Market Call (BNN TV) 2015-04-10 $26.000

Although this is a US ETF, you buy it in Cdn$. This is a broad-based ETF of US domestically oriented stocks. It diversifies you out of Canada, but he sees the US economy outperforming the Canadian one.

David Cockfield CANADIAN OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-09 $0.020

Markets.  He thinks we are in extra or late innings in this market.  At some point we will correct.  You should start building cash.  He is at 40%.  You don’t go broke taking profits.  You could start looking at resources, looking for more momentum.  A retail investor can wait for momentum unlike a fund investor because of the lack of a need for liquidity in the stocks.

Fabrice Taylor NORTH AMERICAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-09 $0.020

Canadian Dollar.  If the US raises interest rates, he does not think Canada will do so.  It will not be good for the exchange rate.  If oil prices stay low that will put pressure on our dollar.  He is not repatriating US dollars any time soon.

Fabrice Taylor NORTH AMERICAN CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-09 $0.020

Markets. Looking a little fatigued. If you look at the internals, they are starting to move a little sideways, a few percentage points so far this year, but we have really been pretty much flat since December. There is also more volatility which is caused from concerns around corporate earnings growth, especially in the US and Canada. The higher US$ headwind is hitting Canada a little. Also, the timing of rising interest rates is something he is looking at. On the TSX and S&P500 S&P 500, we are at the higher end of 18 or 19 times PE, so we are little bit stretched in terms of valuation. Also, volatility levels have picked up. The VIX level was up 14 last year, and so far this year we are looking at about 16.5. We need to see some more earnings growth, and that may happen later on this year. This quarter and next quarter, the expected earnings growth has stalled a little in the US. He would stick to the more reasonably priced better valuation type of stocks. He still likes the cyclicals. The economy is still moving along, just not as robust as he had hoped.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-09 $0.020

Europe. We are seeing a mirror image of what the US did in terms of QE. This is taking hold in Europe and is pushing the stocks upwards. He is also seeing positive economic surprises through the indexes. Estimates are coming in anywhere from 10%-15% in terms of earnings growth on the European side.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2015-04-09 $126.560

Looking at the seasonals, this does have some weakness in June, a little bit of weakness in January and December, but the rest of the months are very positive. The most positive month is April. He still likes the stock and it is still trading at a reasonable valuation. Lots of cash on the books and lots of opportunity to continue to do well. Trading at a PEG ratio of .9, which is a pretty decent valuation.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
BUY AC-T Air Canada (B) Market Call (BNN TV) 2015-04-09 $12.320

The gas prices are very positive for them.  They have gotten really, really good at managing their seats.  Everyone wants to be an elite flyer.  They have gotten really good at doling out their perks.  They invested in computers.  The way they price their flights is that they increase the price as the departure date gets closer.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
PAST TOP PICK ADS-XETRA Adidas Market Call Tonight (BNN TV) 2015-04-09 $0.001

(A Top Pick April 9/14. Down 24.64%.) Sold his holdings in October. Last fall, they issued a material profit warning based on what was happening in Russia and restructuring with regards to his tailor-made golf line. To him this was a bit of a management situation in terms of their guidance.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT AIG-N American International Group Market Call Tonight (BNN TV) 2015-04-09 $56.290

Metlife (MET-N) or American International Group (AIG-N)? These are 2 relatively different companies. This one has a large life insurance component, but MetLife is almost all life insurance. Looking of valuations, they are both pretty attractive. Both valuations are pretty cheap.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
SPECULATIVE BUY ALP-X Alabama Graphite Corp Market Call (BNN TV) 2015-04-09 $0.270

He got in early and it went down and now has come back.  It is one of the best graphite deposits in North America.  The demand is for car batteries.  The spike recently is from the discovery of naturally occurring graphine in the mine.  It is a wonder material.  It is very early days yet.  This is becoming more of a tech story than a mining story.  It is high risk, but could be a multi bagger.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
DON'T BUY ARE-T Aecon Group Inc Market Call (BNN TV) 2015-04-09 $12.050

It is not a stock he would want to own right now, but in good times they get exposure to the construction and energy sectors.  Construction is looking a little flat and is not that attractive to him.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
SELL ARX-T Arc Resources Ltd Market Call (BNN TV) 2015-04-09 $22.640

(Market Call Minute) Does not want to be exposed to energy.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
DON'T BUY AVO-T Avigilon Corp Market Call (BNN TV) 2015-04-09 $22.330

(Market Call Minute) It was a darling for a while and the story seems to be broken.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
WATCH BAD-T Badger Daylighting Market Call (BNN TV) 2015-04-09 $27.810

Doesn’t know of any rumors of a takeover.  They have a high valuation because they are extremely good at their business.  If sentiment turns and the valuation turns then consider it because it is a great company.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
BUY BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-04-09 $54.660

He likes this. The stock has come down to the 100 day moving average, which makes it attractive from a buying perspective. The RSI has dropped-down to the oversold level which makes it very attractive. Nice dividend of 4.76% and thinks it is going to continue to grow. He also likes and owns Telus (T-T).

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
WAIT BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-04-09 $64.220

Has had the most successful expansion strategy outside of North America.  The results will be washed over by what happens in Canada.  Consumer sentiment is against banks.  It is hard to lose money over the long term.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
TOP PICK C-N CitiGroup Market Call Tonight (BNN TV) 2015-04-09 $52.130

Very undervalued. Stock hasn’t done much getting through all the regulatory issues that are happening. A lot of those regulatory and regulatory costs are behind them. This is on track of its long-term goal of strengthening its global presence. In consumer and corporate lending they are divesting out of a lot of things that they don’t want to be in. Going to return very meaningful levels of their capital to shareholders, whether through share buybacks or dividend increases. Last year they signed a deal with Costco Wholesale (COST-Q) to issue credit cards, which he expects will be a big revenue kick for their credit card division. Trading at a pretty big discount to its peer group. Yield of 0.8%.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT CCL-N Carnival Corp. Market Call Tonight (BNN TV) 2015-04-09 $48.510

Royal Caribbean Cruises (RCL-N) or Carnival Corp (CCL-N)? Royal Caribbean has outperformed Carnival in the last 12 months. It is up about 50%, where this one is up about 30%. On a valuation perspective, this trades at over 1.1 PEG ratio compared to Royal Caribbean at .85. It is also cheaper. Both should do well.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
WEAK BUY CLS-T Celestica Inc Market Call (BNN TV) 2015-04-09 $14.550

Not a business he would get excited about because it is very low margin, but the stock chart is good.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2015-04-09 $102.370

Pharma benefits management companies or pharmacy companies? Both of these spaces make a lot of sense. They have done very well. He owns CVS Health (CVS-N) which actually has a combination of the pharmacy and the Pharma benefits. He continues to like this name. Not expensive.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY DFS-N Discover Financial Services LLC Market Call Tonight (BNN TV) 2015-04-09 $57.440

Discover Financial (DFS-N) or Visa (V-N)? Has recently come off quite a bit on the back of a missed earnings quarter. They also provided some forward negative guidance. He owns MasterCard (MA-N) which is very similar to Visa in terms of valuations. Visa has a much stronger earnings profile, and given the fact that the technicals are looking a bit rough on this one, he would wait until they turn around a bit and have an earnings surprise.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
BUY DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2015-04-09 $2.700

When they start to deploy their cash balance you will see the stock move higher and the dividends increase.  They need to make an acquisition.  Restaurants are a no-brainer.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
PARTIAL SELL DOL-T Dollarama Inc. Market Call (BNN TV) 2015-04-09 $73.820

He was skeptical, but it has been successful.  The stock chart tells you it has a good chance of going higher.  If the consumer has any spending power left, he will do it here.  Perhaps take some profits and wait for the next downturn.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2015-04-09 $73.820

He likes the positioning of this company, because there is not much of the same kind of business in Canada. They pretty much have a monopoly on the space. Not extremely expensive. Trading under 2X PEG ratio, but it is still at about 1.7. Not cheap, but deserves a premium valuation.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
PAST TOP PICK EH-T easyhome Market Call (BNN TV) 2015-04-09 $21.480

(Top Pick Apr 21/14, Up 17.71%) The Alberta effect is exaggerated.  He still likes it and still owns it.  They will keep doing well.  They bought some stores and this should accelerate their growth.  You can’t lump them in with the banks. 

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
HOLD EIL-X Empire Industries Ltd. Market Call (BNN TV) 2015-04-09 $0.140

He covers the stock and owns it.  The business is doing well.  They are a leader in their space.  There was a big investor out of China that fell on hard times and has had to sell shares.  It may be poised for a turnaround.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
TOP PICK EL-X Engagement Labs Inc Market Call (BNN TV) 2015-04-09 $0.700

Advertisers need tools to know if they are getting a good RIO in social media.  They have a good management team and advisory board.  They just signed a million dollar contract.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
BUY EXE-T Extendicare Inc Market Call (BNN TV) 2015-04-09 $7.630

(Market Call Minute) Thinks it is going higher.  They sold their US operations.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2015-04-09 $25.730

He still likes the name. Stock has not been very robust in terms of performance, but this is a proxy to the US economy. They are doing a lot of things in terms of divesting out of the things that don’t make them a lot of money. Growth rate is still in the high single digits at 8% -9%. You are paying about 14X forward earnings, so it is not extremely cheap, but looking at the industrial space, a lot of these names are in the higher PEG ratio type of area. Dividend yield of about 3.5%.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2015-04-09 $101.160

(A Top Pick April 9/14. Up 43.18%.) AbbVie (ABBV-N), a competitor in hepatitis C, will probably grab about 20% of that market share. Their drugs are probably not as effective so will probably not be recommended as much. Still trading at 10X forward PE with probably a 15% long-term growth rate. PEG ratio is well below 1.0.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
SPECULATIVE BUY GUD-T Knight Therapeutics Market Call (BNN TV) 2015-04-09 $8.270

They have a lot of cash.  They put their cash into a deal and recycle the money.  They get a bunch of warrants or shares and help the company pay the loan back.  They sit on what could be an explosive opportunity if some of their big holdings do well.  If they convince analysts they have a portfolio of companies that are going to do well, this stock will do well.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
TOP PICK HEDJ-N Wisdomtree International Hedged Equity Fund Market Call Tonight (BNN TV) 2015-04-09 $67.980

Provides exposure to mega-cap-large cap European equities, with a hedge against the euro. He thinks the US$ and the euro go to parity. At 1.06 or 1.07 right now so there is still room for them to move. This will give you protection against a currency hedge solution. Likes the QE that is happening in Europe. The euro has fallen quite a bit which is very good for European exporters.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
WAIT INP-X Input Capital Corp Market Call (BNN TV) 2015-04-09 $2.930

He decided not to get into it.  You have weather risk, commodity price risk, and last quarter was disappointing because the crop was not that big.  He would rather buy with more confidence.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Unknown View
COMMENT ITB-N iShares DJ Home Construction ETF Market Call Tonight (BNN TV) 2015-04-09 $28.210

This contains some of the retail names such as Lowes (LOW-N) and Home Depot (HD-N). Feels housing recovery is a long-term theme, and we are probably in the 5th inning of that and that it will continue.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT IXJ-N Ishares Trust S & P Global Healthcare Index Market Call Tonight (BNN TV) 2015-04-09 $109.590

Healthcare has been one of the spaces that has had very good earnings growth in the S&P and probably global as well. A very stable space. Probably a little bit of a stretch in terms of valuation. He tends to like some of the biotech names. Feels healthcare will continue to run because of the need to own something more secure and put into things that have a nice dividend. Very little volatility.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
TOP PICK LAB-X IMPERUS Technologies Corp Market Call (BNN TV) 2015-04-09 $0.465

Acquired an Israeli company that makes some of the hottest fantasy games.  This is not gambling, but fantasy gambling so there is no regulatory concern.  Candy Crush, etc. are also amongst their games.  They are transitioning to mobile from laptop and it is going well.  It should do well as they build new games.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
TOP PICK LOY-X Loyalist Group Limited Market Call (BNN TV) 2015-04-09 $0.500

He is very confident that they are going to get their real estate division going and it will add incredible value.  Their students come from overseas and they all need a place to live and this company has not addressed this before.  Their parents don’t care how much their short term accommodations cost. He thinks you get the school business at a good price and the real estate business for free.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
PAST TOP PICK MA-N Mastercard Inc. Market Call Tonight (BNN TV) 2015-04-09 $89.060

(A Top Pick April 9/14. Up 21.88%.) Long-term, the secular trend is from cash and cheques to electronic payments. Reasonably valued at 24X forward earnings with a growth rate of 15%-20%. PEG ratio is 1.4 to 1.5.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK MCB-T McCoy Corp. Market Call (BNN TV) 2015-04-09 $3.940

(Top Pick Apr 21/14, Down 34.79%) When oil price cratered, it was time to get out.  No debt and pays a dividend so now it is probably not a bad stock.

Fabrice Taylor NORTH AMERICAN CAUTIOUS Yes View
COMMENT MET-N Metlife Market Call Tonight (BNN TV) 2015-04-09 $51.450

Metlife (MET-N) or American International Group (AIG-N)? These are 2 relatively different companies. AIG does have a large life insurance component, but MetLife is almost all life insurance. Looking of valuations, they are both pretty attractive. When interest rates eventually start moving up, this one will probably outperform AIG. Both valuations are pretty cheap.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-04-09 $68.190

He thinks we are still midway through the auto cycle, and we can continue to do well in this space. They have done a lot of shareholder friendly actions through the years. On a valuation basis, it is cheaper than its North American peers. He likes this.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
PARTIAL SELL MNST-Q Monster Beverage Corp Market Call Tonight (BNN TV) 2015-04-09 $137.600

If you own, you have made some good money, so he would take some profits off the table and hang onto some just in case it keeps going. This is pretty stretched in terms of valuation. Trading at 40X forward PE. It does have a long-term growth rate in the mid to high teens, which is very good, but it still gives it a peg ratio of 2.2.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
BUY MO-N Altria Group Inc Market Call (BNN TV) 2015-04-09 $51.860

(Market Call Minute) Has been a great cash cow over the years.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
BUY on WEAKNESS MSL-T Merus Labs International Market Call (BNN TV) 2015-04-09 $3.220

Delivery, rather than creation of, drugs and the buying of orphaned drugs.  Stocks that are going up tend to keep going up.  They had a management change and the stock had a good run.  You might want to take some profits and then buy back on a pullback.

Fabrice Taylor NORTH AMERICAN CAUTIOUS No View
COMMENT NFLX-Q Netflix Inc. Market Call Tonight (BNN TV) 2015-04-09 $439.500

A great service and a great company, but a lot of times you have to separate the stock from the company and the business itself. There are a lot of exciting things happening with this. Global expansion where they could possibly reach 200 countries by next year. But looking at some of the negatives, there is lots of competition coming on board. This is trading at 100X trailing PE, 84X forward PE over the next 12 months. Growth rate is still pretty attractive at 35%, but you are paying quite a bit for that.

Stan Wong NORTH AMERICAN - LARGE CAUTIOUS No View
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