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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
  
PAST TOP PICK HCG-T Home Capital Group Market Call Tonight (BNN TV) 2014-10-24 $52.120

(A Top Pick Oct 18/13. Up 39.04%.) There is a tremendous amount of intellectual capital tied up in the building. You get a steady 20% ROE. Very, very low loan losses, because their loan to value is very, very low.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
COMMENT HLF-T High Liner Foods Market Call (BNN TV) 2014-10-24 $22.030

Empire (EMP.A-T) or High Liner (HLF-T)? He would choose Empire.

James Telfser CANADIAN CAUTIOUS Unknown View
HOLD HLF-T High Liner Foods Market Call Tonight (BNN TV) 2014-10-24 $22.030

Checked back to about $20, but now seems to be finding its footing. If some people are nervous about where the economy is going, the food companies tend to be very, very defensive. Thinks it will back up into the $25 point in six months, if not sooner, and then you will be into profit territory.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
COMMENT HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2014-10-24 $4.260

A great name. Got knocked around like crazy in the last few weeks, which was completely overdone. They operate in Papua New Guinea, and have recently expanded their operations. Just bought 2 rigs, and they still have to contract the 2nd one. That is the catalyst that will get the shares really moving.

James Telfser CANADIAN CAUTIOUS Yes View
WAIT LIQ-T Liquor Stores N. A. Market Call (BNN TV) 2014-10-24 $13.330

You have to love how this rallies in all the volatility. Has been following this one for the last 2 years and it has been a complete disappointment. Management has done a great job of getting out there and telling the story of what they are going to do. They have a plan in place. He is getting a little more faith that management is going to be able to do what they say. We are only in the first or second inning of this turnaround. Dividend is safe.

James Telfser CANADIAN CAUTIOUS No View
HOLD MFC-T Manulife Financial Market Call (BNN TV) 2014-10-24 $20.540

Likes their Asian position. Asia is still growing at a pretty fast clip and is not a concern to him. Prefers Sun Life (SLF-T) which can do a little bit more with their capital.

James Telfser CANADIAN CAUTIOUS No View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2014-10-24 $108.380

An attractive time to look at a company like this. Valuation is still reasonable at around 10X earnings. Auto sales numbers in North America and Europe haven't been that bad. They like to give earnings back to shareholders in the form of buy backs or dividends. Prefers Linamar (LNR-T).

James Telfser CANADIAN CAUTIOUS No View
TOP PICK NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2014-10-24 $13.100

Bus manufacturing. An interesting business that is quite stable. They sell a ton of buses into the US. The US has been making more and more money as the economy improves, and municipalities/states have been buying more buses. Likes the shift they are making into making acquisitions. Have bought a couple of companies over the last few years, including parts makers, and are getting to be a much more reasonable player in the after parts market business. EBITDA per unit, in this last quarter, blew analysts’ expectations away. Dividend yield of 4.55%.

James Telfser CANADIAN CAUTIOUS Yes View
HOLD OCX-T Onex Corp Market Call Tonight (BNN TV) 2014-10-24 $61.350

Thinks the way to play this over the cycle is to try and anticipate when a lot of its private equity investments are going to crystallize. That is what generates the profitability and the asset value of the company. If you have a sense of when there is a big IPO cycle, then away you go. His sense is that cycle did probably peak 3-4 months ago, so if you own you probably have had your short-term little pop. Longer-term, this is evolving into a broad based company where they are always launching new funds. This is one that you just salt away and just let it go.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Unknown View
PAST TOP PICK OTC-T Open Text Market Call (BNN TV) 2014-10-24 $59.690

(A Top Pick Nov 26/13. Up 31.83%.) Still likes this a lot. Part of the thesis on this was that they were coming out with a whole new product refresh that was going to cause an uptick in license revenue growth, or they were going to use some of their cash to make some acquisitions. Both of those things have happened. Have a big Cloud component now. Their Red Oxygen is now selling very well into their customers. Last quarter they had over 20% license growth. Earnings beat quite handily and margins were growing. Has added to his holdings. Thinks they have good long-term prospects.

James Telfser CANADIAN CAUTIOUS Yes View
SPECULATIVE BUY PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2014-10-24 $0.440

A great little junior concept stock. Actually based in LA and have operations all over the US. This is an American company listed on the TSE. Management is saying all the right things, but it is still early days right now. Growth looks good. Company is going to be profitable right from the get-go. Management is committed to not raising a lot of money through equities, so you are not going to get diluted. He has a very small position in this, and he is going to watch it quarter by quarter and just grow up with the company. Too early to back up the truck.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
PAST TOP PICK PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2014-10-24 $20.670

(A Top Pick Oct 18/13. Up 17.7%.) Sold his holdings at around $19.50, because the ROE was a little bit lower than what he was looking for. Just did an acquisition in Ontario and he may end up going back into the name.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC No View
HOLD QST-X Questor Technology Market Call Tonight (BNN TV) 2014-10-24 $3.420

Anything related to natural gas has been beaten up here. He has a small position in this and is waiting for the quarter. If it comes out good, he will be adding to his position. They are soon going to be looking at waste heat as well. Great little technology company.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
HOLD RFC-X Rifco Inc. Market Call Tonight (BNN TV) 2014-10-24 $5.840

Later in an economic cycle and you get your first downturn, consumer finance companies are going to get a little beaten up. If you hold these for 10-15 years, it's fine as they always bounce back higher than before. If you are someone who is occasionally adding or subtracting to your portfolio, then these are the kinds of companies you want to lighten up on. The only offsetting factor is that one of its main competitors got bought out. Given where interest rates are, a lot of big financial institutions want to be in this space. Later in the cycle, he might be turning his holdings but currently he is holding on as he has a feeling that this one is going to get taken out by someone.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Yes View
HOLD SLF-T Sunlife Financial Market Call (BNN TV) 2014-10-24 $39.160

If looking for some stability in your portfolio and something for the long-term, this is a great stock. He tends to like insurance companies a little bit better than banks here. Valuations are reasonable. Have really improved their capital ratios, and they have a lot of cash so they can start doing something interesting with that.

James Telfser CANADIAN CAUTIOUS Yes View
TOP PICK SVC-T Sandvine Corp. Market Call (BNN TV) 2014-10-24 $2.780

Believes in their revenue growth story. This deep packet inspection, in being able to charge for different areas of your mobility and data plans, will ultimately benefit them down the road. Companies like Netflix or HBO will want to offer some kind of services, where they can pay for your data usage on those plans. World class products. 10% of their sales in the last quarter were from IBM (IBM-N). At these levels, your downside risk is very limited.

James Telfser CANADIAN CAUTIOUS Yes View
COMMENT SW-T Sierra Wireless Market Call Tonight (BNN TV) 2014-10-24 $29.810

Good company but evaluation is pretty rich in his numbers. Estimated PE is 65, so as some point in time there is going to be a correction of valuation, or they have to have a massive surge in earnings to justify that valuation.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC No View
WAIT TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2014-10-24 $7.280

This is one that he is watching. You have to be careful in this environment. Sentiment indicators on oil and gas are crazy low, but that doesn't mean they can't get lower. He is looking for some direction on the oil price, which will definitely play into the thesis on a name like this. A cheap name and a high-quality name.

James Telfser CANADIAN CAUTIOUS No View
WATCH TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-10-24 $41.230

Had a nice bounce back but is now hitting lows again. A high-quality name. Good growth story. Superb management team. These are the types of names you want to focus on when we do hit bottom in oil/gas.

James Telfser CANADIAN CAUTIOUS No View
COMMENT WAN-X Wanted Technologies Market Call Tonight (BNN TV) 2014-10-24 $1.130

Great company and great technology, but they have a kind of lumpy cycle. The financial year they are coming into right now is going to be a bit muted and the following year should be quite strong. This has to do with the timing of contracts and the timing of investments and launches. It might stall out on you for about 6 months until people start anticipating the following financial year. The catalyst for better earnings is still 6-9 months away. If you are in for a 3-4 year view, you are going to do well, but if your timeframe is shorter than that it may not be as happy an experience.

Jason Donville GROWTH & FINANCIALS OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-10-23 $0.020

Markets.  We were incredibly oversold and so we are having a rally now.  Interest rates have collapsed this year from 3.0% to 2.2% this year.  It is worse for finding yield in fixed income so you have to go back into the stock market.  We really saw the hit in the mid-cap, retail investor stocks.  Oil came off also so oil stocks should be looked at.

Bill Harris, CFA RESOURCE BULL on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-23 $0.020

Markets. To really understand what has happened, you have to isolate what brought this market down. There were a lot of contributing factors such as Ebola, terrible events in Ottawa, but the key is understanding where Europe is going. There were encouraging data points out of Europe today and a big market rally, which was not surprising. If you can see more data points like that on its own, he thinks you have the next leg up of this bull market. Unfortunately. today is just one data point. You need more before you can be sure. Also, markets can go higher if investors become confident enough that the ECB has investors back. The ECB is mostly job owning. It might even be beyond the ECB at this point, and requires the involvement of Germany and a fiscal stimulus. This is what has markets so worried. If you can see PMI's rising in Europe like they did today, stocks look really good. Stocks do want to go higher and the Bulls do want to run, but you definitely need Europe. It is typical that there was the retracement we had today, but you wouldn't buy just based on this snap back. You would buy if you are seeing a change. If you see the weak data points that we saw in September in Europe as just a summer slowdown, and will be actually snapping back on their own, it doesn't matter that they are feeble. What investors need to see is that it is trending in the right direction. This is really a “wait and see” to see who does carry the next leg. It really does depend on Europe.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-23 $0.020

Banks or oil companies for sustainability of dividends? First of all, payout ratios on the banks are between 40% and 50%. He doesn't know if the Canadian bank has ever cut its dividend. You have the highest assurance of quality in banks. Energy names are in the penalty box with an uncertainty and a question mark around oil. Capital wants to go somewhere. If investors are not looking at oil and at telecom stocks, they're going to go to bank stocks.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS _N/A View
DON'T BUY ALA-T Altagas Ltd Market Call (BNN TV) 2014-10-23 $46.860

He always tries to own some infrastructure.  These are great long term investments.  The problem is that the valuation is extreme.  A great company that is on his list, but he finds others elsewhere that are cheaper.

Bill Harris, CFA RESOURCE BULL on OIL No View
WATCH ALS-T AltiusMinerals Corp Market Call (BNN TV) 2014-10-23 $11.440

They have the nickel royalty for Voisey Bay.  The nickel market is so messed up with Indonesia banning exports.  You might be able to get the stock relatively inexpensively soon.

Bill Harris, CFA RESOURCE BULL on OIL No View
TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-10-23 $8.890

(A Top Pick Oct 2/13. 45.6%.) This is an interest-rate call. Also, based on the view that markets are not going to be easy over the next 12 months as they were over the last 12. This is a power/utility, a kind of gentle place to be. Yet they've got 30% adjusted earnings growth that he models over the next couple of years. Cheap at 8X versus its peers of around 7.7. He models a 10% dividend growth over the next couple of years. Dividend yield of 4.39%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
HOLD ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2014-10-23 $27.980

He is modeling this assuming that WTI oil is at $80 and stays there, and natural gas is at $3.50 and stays there. The balance sheet is still very strong. Cash flow is 1.1X versus its peers at around 3X. Cash flow growth would still be very strong at around 16%. Dividend growth rate would still be quite good with the payout ratio of about 117%, still sustainable relative to its peers at that level of about 145%. Valuation would still be good. An excellent operator with great resources. They stand to benefit from a lot of LNG opportunities opening up, seeing that they are 40% exposed to natural gas.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
DON'T BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2014-10-23 $11.080

The internal numbers are not super sexy so it trades with the market.  The commodity is low.  Prefers others with better operating numbers.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
BUY BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-10-23 $11.080

He still sees cash flow growth of about 11.4%, 2013-2015 with $80 oil and $3.50 gas. However, debt to cash flow does go higher at 2.2, which isn't horrible. Payout ratio goes to 134%, which is better than the group. It was cheap before at 5.1 with $96 oil, and at $80 oil it is 6.1, which is still cheap. If you are risk tolerant, you could buy this. LNG opportunities are starting to unfold.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-10-23 $36.220

Likes it and thinks the dividend is sustainable.  Likes the management team.  They get a Canadian dollar western Canadian price.  The reduced differential should benefit them.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
HOLD BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-10-23 $36.220

This is a good one. At this lower oil price, he still sees cash flow growth at around 18%. Dividend is still okay. Payout ratio would rise to 120%, but still pretty sustainable relative to its peers. Valuation would still be attractive at 6.8 versus the group at around 9. Cash flow would still be pretty good.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
HOLD CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2014-10-23 $25.010

Interest rates have been falling, so REITs have been going higher. He personally thinks we are in an environment of pretty soft interest rates. Feels you can own this name. They have cost control and an occupancy rate of around 98%. They are starting to shift to building from acquisitions. They want to grow on some of their vacant land in Toronto and Vancouver. Trading in line with its five-year average, so it is not a bargain here. Payout ratio of about 81%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2014-10-23 $39.550

Take advantage of this oil price selloff to pick this up.  Throws out an incredible wall of cash.  4 years out it will be extraordinary.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-23 $38.070

If WTI is at $80 and natural gas is at $3.50, he is modeling a debt to cash flow of 1.1X on 2015 estimates, which is very reasonable compared to the group at that level at 3X. A 2015 estimated payout ratio, so their dividend sustainability would be 114%, which is not bad. The valuation they would trade at would be 7.4X enterprise value to cash flow. You want to be closer to buying at these levels then to selling.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
BUY on WEAKNESS CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2014-10-23 $11.170

A good story. He is modeling 7% compounded annual growth. Sees a strong 2nd half coming from ramped up sales and marketing. Have had this really nice strategy of recycling capital from non-core properties and putting them into higher quality, which should continue to drive multiple expansion. It is a potential takeover target. Long term tailwinds of seniors’ assisted living. He would try to buy it on a bit of a pullback.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
TOP PICK ENB-T Enbridge Market Call Tonight (BNN TV) 2014-10-23 $52.370

The view was that falling oil would mean less Alberta production. To really impact their growth visibility you're going to have to have enormous change in Alberta production. For that you probably need $60 oil. He sees EPS growth of 12% for the next 5 years. Low payout ratio of 43%, so they have plenty of room to revisit their dividend policy, which they might. There is a lot of growth coming from drop-downs. Their earnings are exceptionally high quality. Yield of 2.67%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
PAST TOP PICK ERF-T Enerplus Corp Market Call Tonight (BNN TV) 2014-10-23 $17.330

(A Top Pick Oct 2/13. Up 6.62%.) Pays a good yield. Got to $26 and he did do some selling. He would be much closer to buying this as it has a good sustainable dividend. If you own this one Hold.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
PAST TOP PICK FNV-T Franco-Nevada Corp. Market Call (BNN TV) 2014-10-23 $59.450

(Top Pick Nov 19/13, Up 29.87%) It is a distressed lender to the gold industry. 

Bill Harris, CFA RESOURCE BULL on OIL Yes View
BUY FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2014-10-23 $34.600

90% regulated, so it is a good place to seek shelter from the storm. Also, has the advantage of having $4.2 billion of rate-based expansion within their existing asset footprints within the next couple of years. He is modeling EPS growth of around 8%. It has a 53% 2015 estimated payout ratio, so you are going to get paid this nice dividend. There will be some dividend growth. Not too expensive.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
TOP PICK GXE-T Gear Energy Market Call (BNN TV) 2014-10-23 $4.230

Looks like it can grow 20% organically. Great operating numbers.  3 times next year’s cash flow.  The heavy oil price is still sticking in. 

Bill Harris, CFA RESOURCE BULL on OIL Yes View
DON'T BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2014-10-23 $8.540

In the metals business you have to be very specific about what type of company and which metal.  He likes to see them all much less expensive.  Prefers NSU-T.

Bill Harris, CFA RESOURCE BULL on OIL No View
COMMENT HSE-T Husky Energy Market Call Tonight (BNN TV) 2014-10-23 $27.790

A good name. Solid and integrated. Even with WTI oil at $80 and $3.50 natural gas and almost no debt, it is still cheap. 5X enterprise value to discounted adjusted cash flow versus peers at around 7.5-8 times. Dividend is safe-ish at around 100% payout ratio. At these levels, unless you think oil is going to really fall apart, you own it.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
BUY KEL-T Kelt Exploration Market Call (BNN TV) 2014-10-23 $10.210

Went into it from TOU-T because it was a smaller market cap.  More balanced portfolio, low cost operator and great efficiency.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
WATCH LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2014-10-23 $19.900

As China slows they won’t have to construct everything.  They will still need iron and steel, but not in the same quantity.  Competitors in the industry will drive prices down.  It would be a great long term investment if Iron Ore bottoms out.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
SPECULATIVE BUY LRE-T Long Run Exploration Market Call Tonight (BNN TV) 2014-10-23 $3.600

Had previously recommended this, but was basing it on $96 oil with a very reasonable debt (?) to cash flow at 1.5, and this was a very cheap stock. Now with present oil prices, you're going to have a payout ratio of about 143%, which is average, but still higher. Debt to cash flow isn't too bad of about 2.4 versus 3 for the group. For somebody who doesn't mind taking on a little bit of risk, it is probably fine here.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
PAST TOP PICK LUP-T Lundin Petroleum AB Market Call (BNN TV) 2014-10-23 $15.970

(Top Pick Nov 19/13, Down 25.87%)  It is in the North Sea and takes more time than you would think.  They now have to prove they can explore and make cash flow.  It is a fantastic company, however.  Wished he had bought it now instead of when he did.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2014-10-23 $106.310

He sees 23% earnings-per-share growth and 11% free cash flow growth over the next couple of years. Has modeled them buying back almost 13% of their float over the next couple of years. Q2 was a beat. Margins are improving. There is a European story, but he is somewhat constructive that Europe will make it work. Cheaper than its peers. Yield of 1.56%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
DON'T BUY NKO-T Niko Resources Market Call (BNN TV) 2014-10-23 $0.350

It looks like they are starting to play with pricing in India.  He would stay clear from this kind of situation.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
COMMENT PGF-T Pengrowth Energy Market Call Tonight (BNN TV) 2014-10-23 $4.640

Sold a lot of assets, and raised about $1 billion to develop properties in 2015. They are executing very well on their Lindbergh asset. Signed a deal with Husky (HSE-T), so they will get access to market when Lindbergh is up and running. The bad news is, since oil was at $80 and natural gas at $2.50, debt to cash flow does get larger to 3.1 from 2.9. Payout ratio is not horrible, but 146% estimated versus 145% for the group. Expect you will see 15% cash flow growth over the next few years. If we have $80 oil, you can keep this. Probably fine at these levels.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
PAST TOP PICK PHX-T Phoenix Energy Services Market Call (BNN TV) 2014-10-23 $12.300

(Top Pick Nov 19/13, Up 4.37%) It got very expensive so he sold it in the spring. Part of their growth strategy was in Russia.  If it got under $10, he would consider going back in.

Bill Harris, CFA RESOURCE BULL on OIL No View
HOLD PNE-X Pine Cliff Energy Market Call (BNN TV) 2014-10-23 $1.650

They executed the plan flawlessly.  The declining gas price challenges them.  Thinks it is pretty neat.  Prefers TOU because it is a bigger company.  If you are patient with PNE-X in a low gas market it seems they have a strategy for taking advantage of the low gas price.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
DON'T BUY PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2014-10-23 $5.500

Sold some assets for over $300 million. Taking some really important necessary steps. Modeling $80 oil and $3.50 natural gas, its debt to cash flow is still too high at 3.4 times. Priced pretty cheap relative to the group at about 6.4, but not cheap enough. Its payout ratio would rise for its dividend to about 161%. There are better alternatives amongst higher risk names than this.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
DON'T BUY QEC-T Questerre Energy Market Call (BNN TV) 2014-10-23 $0.780

These things are really stuck.  It is the Energy East Pipeline.  Quebec and New Brunswick have put a ban on drilling.  There are a lot of other things we can do now in terms of energy investing.

Bill Harris, CFA RESOURCE BULL on OIL Unknown View
TOP PICK ROG-X Roxgold Inc Market Call (BNN TV) 2014-10-23 $0.700

He always likes to be in the gold space, but it has been hard recently.  This is a great way to stay invested in the space. These guys have raised their money and should have the mine in production within 18 months.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
DON'T BUY RRX-T Raging River Exploration Market Call (BNN TV) 2014-10-23 $8.160

Sold it.  Incredibly high margins.  Light oil has come off so the stock came off.  They did an incredible job executing.  But he wondered how much running room they had. How can they grow?  He has done very well on it.  They won’t get acquired if an acquirer can’t figure out how they will grow from here.

Bill Harris, CFA RESOURCE BULL on OIL No View
BUY on WEAKNESS RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-10-23 $33.160

Feels this has a sustainable dividend. Good company. The metric he uses on this is EV to EBITDA, and it trades at about 8.4. Trades at a premium to its peers, but it does have a very solid dividend. Its payout ratio is actually 63%. Solid balance sheet. Thinks they are going to have a very good 2nd half owing to the strength in their tubular good segment and stronger pricing and some demand recovery in their metals services centre. You can buy this on a pullback.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
WATCH SGY-T Surge Energy Inc Market Call (BNN TV) 2014-10-23 $6.580

He sees yellow flags.  As the price of oil comes off you really have to be good at what you do.  Prefers WCP-T.  This one hopes then can have good numbers.  He is waiting to see if they turn out to be a good operator.

Bill Harris, CFA RESOURCE BULL on OIL No View
COMMENT STB-T Student Transport of America Ltd. Market Call Tonight (BNN TV) 2014-10-23 $7.040

A medium risk stock and suitable for income oriented investors. He models its 2014 payout ratio at 89% and 77% for 2015. Thinks they grow their 2014-2016 revenues an average of 10%. Well-positioned to grow by acquisition. This is something you can continue to own and build positions on. Dividend of nearly 8%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Unknown View
BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2014-10-23 $38.980

He waited 3 years after the Petro Canada acquisition to see if they could digest it.  This now a fantastic investment in the energy space.  Thinks it is a stock he can own for a long time.  It is throwing off free cash flow for the first time.

Bill Harris, CFA RESOURCE BULL on OIL Yes View
PARTIAL BUY TA-T Transalta Corp Market Call Tonight (BNN TV) 2014-10-23 $10.840

Just about everybody that is going to sell this, probably already has. Have recently been plagued by lower Alberta prices and uncertainties surrounding costs of environmental regulations that might be brought. Bottom fishing is very hard to do with stocks because you almost always overshoot. He sees the NAV at $15 a share. He models a 69% 2015 estimated payout ratio. 6.5% dividend is safe. Trades at a 2015 estimated free cash yield of 9.6%. If you can hold your nose, this is one that you can incrementally Buy.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES CAUTIOUS Yes View
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