Table View - Opinions in Detail | StockChase
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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
COMMENT CRH-T CRH Medical Corp. Market Call (BNN TV) 2016-09-21 $5.220

They continue to execute. Did a big acquisition almost 2 years ago, and now are just doing smaller incremental acquisitions that continue to build out their business. He thinks the process will continue. This has bumped up a little in valuation, and as a result it dropped down in his ranking, so he recently sold his holdings. He wouldn’t be surprised if there was an equity issue from the company in the future.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
BUY CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2016-09-21 $132.960

He is a little frustrated. Management has done a very good job in a competitive environment, but valuations are low. At current prices, this is a Buy.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
HOLD CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2016-09-21 $17.900

He would classify this as a “hold”, but has a 2-3 year timeframe in mind. You need higher prices. The company has done a good job in putting its balance sheet back in shape. It is a relatively low cost operator in the SAGD area. He likes this on a longer-term basis, but currently it is not one of his favourites.

Nick Majendie CANADIAN LARGE UNKNOWN No View
PARTIAL SELL CXR-T Concordia Healthcare Market Call (BNN TV) 2016-09-21 $7.120

A real tough one, and he is watching with interest. Looking at the balance sheet, you have to be really concerned in that they probably have negative equity. Also, their drugs have not been performing very well. There are headwinds in their recent acquisition from the UK. In the last little while, he has noticed that some value managers are starting to pick up the stock. He would like to see a trend change in revenue and EBITDA.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT DE-X Decisive Dividend Corp Market Call (BNN TV) 2016-09-21 $3.110

(He is on the board.) This company makes acquisitions of private companies and own them outright. Their process is all about providing dividends to shareholders. So far there have been 2 acquisitions and they are looking for more.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT DOL-T Dollarama Inc. Market Call (BNN TV) 2016-09-21 $101.490

Has owned this in the past. It is screening really well both fundamentally and technically. He is waiting for an opportunity to see if it pulls back. (See Top Picks.)

Bruce Campbell (2) CANADIAN CAUTIOUS No View
WAIT ECA-T Encana Corp Market Call Tonight (BNN TV) 2016-09-21 $12.250

This has been well-run. They have done another financing and have totally reversed the strategy of the company. It was natural gas and is now oil. They’ve zeroed in on 4 major plays which ultimately will produce excellent low cost production. The financing satisfied a fair amount of demand, so he would wait a little.

Nick Majendie CANADIAN LARGE UNKNOWN Unknown View
PAST TOP PICK EMA-T Emera Inc Market Call Tonight (BNN TV) 2016-09-21 $47.620

(A Top Pick Sept 25/15. Up 15.3%.) Just completed the acquisition of Temper Electric. They’ve become one of the top 15 utilities in the US. Has a dividend growth target of 8% a year for the next 5 years, which he feels is fully achievable. Good management. Still a Buy.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2016-09-21 $57.910

Fortis (FTS-T) versus Enbridge (ENB-T) versus Telus (T-T)? He has just come out with a new portfolio which has 13 infrastructure oriented stocks. All 3 of these are in that portfolio. The major reason is because of the predictability of dividends long-term and excellent management. He really likes the Spectra merger, which extends out the time they can forecast their dividend growth, which will be 17% next year and 10%-12% per year to 2024.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
TOP PICK ENB-T Enbridge Market Call Tonight (BNN TV) 2016-09-21 $57.910

He really likes the Spectra acquisition. The only potential negative is the earnings multiple which is in the almost mid-20s now, so there are some interest rate risks. If you Buy it and tuck it away, you see the dividend grow to the point where it will double in 7-8 years. There is a strong emphasis on renewables, they are the 2nd largest wind producer in Canada. Have done a large joint venture with a French organization.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
PAST TOP PICK ESP-T Espial Group Market Call (BNN TV) 2016-09-21 $2.000

(A Top Pick Sept 23/15. Down 40.35%.) Makes software that goes into set-top boxes for cable. Has a new platform that effectively allows you to do more than just connect with your cable company, but has the YouTube’s and a lot of the other apps that are in some of the smart TVs. A big client was testing in order to put these into the next line of boxes, but then put a stop to the program, which had a big impact on the stock. Valuation wise, he is sure that a lot of value managers are looking at this right now. Has over $1 in cash on the balance sheet, and are just rolling out their product in Europe with a couple of big cable companies. He is out of this, but is watching from the sidelines.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2016-09-21 $42.290

Fortis (FTS-T) versus Enbridge (ENB-T) versus Telus (T-T)? He has just come out with a new portfolio which has 13 infrastructure oriented stocks. All 3 of these are in that portfolio. The major reason is because of the predictability of dividends long-term and excellent management. This one has a dividend growth target of about 6% a year for the next 5 years, which he thinks is fully achievable. It is one of the top 15 utilities in the US.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
TOP PICK GSY-T goeasy Market Call (BNN TV) 2016-09-21 $23.820

Financials with a leasing division which leases furniture from their own stores, but also has relationships with 3rd parties. Also, has a financial side of their business for unsecured consumer loans for $1500 to $15,000, which is the area that has really been growing. They are on a nice growth trajectory and have really dialled in their credit provisions and how they are going to manage that. This is trading super cheap. Expects they could earn $3 next year, and the stock is trading at less than 10X earnings. Dividend yield of 2.13%.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
HOLD HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2016-09-21 $4.840

This is a good, long term hold. The company has been well-run. Expects we will get an acceleration in global growth as we go into the 1st half of next year, which will generally be good for commodities.

Nick Majendie CANADIAN LARGE UNKNOWN No View
HOLD JE-T Just Energy Group Market Call (BNN TV) 2016-09-21 $6.970

Their last quarter had disappointing numbers on the number of customers they were adding. This is still a pretty attractive business. They are looking at new markets in the solar area as well as expansion to Europe. If you own, wait for a quarter or 2 for the numbers to start to improve, when he expects the stock will start to respond accordingly.

Bruce Campbell (2) CANADIAN CAUTIOUS Unknown View
PAST TOP PICK KXS-T Kinaxis Inc Market Call (BNN TV) 2016-09-21 $61.690

(A Top Pick Sept 23/15. Up 53.91%.) Still likes this. They continue to execute, and if anything, they might be at an inflection point. However, valuation is really expensive so you need to manage your position. They are growing at 30%+ a year.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
BUY on WEAKNESS LUC-T Lucara Diamond Corp Market Call (BNN TV) 2016-09-21 $3.970

A diamond miner, and it seems like the pipe they are mining right now continues to produce giant diamonds. Thinks they will continue to execute. Has a steady cash flow from mining normal diamonds, and then, every once in a while, they find a monster diamond, which is going to do great things for their cash flow. You can probably expect special dividends occasionally. A little volatile, so you can trade around it.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
HOLD MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2016-09-21 $53.510

This has had a huge recovery and has done a very good job. He would Hold, but wouldn’t Buy. There are some question marks with BREXIT and demand from the various factories in Europe. There is a little uncertainty.

Nick Majendie CANADIAN LARGE UNKNOWN Unknown View
TOP PICK MX-T Methanex Corp Market Call Tonight (BNN TV) 2016-09-21 $39.690

Thinks that this and methanol prices have bottomed out. The largest methanol producer globally. Good volume growth. Methanol prices have just increased a bit in North America. He is expecting good dividend growth and continued buybacks. The upside is decently significant.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
PAST TOP PICK NHC-T Nobilis Health Corp Market Call (BNN TV) 2016-09-21 $4.600

(A Top Pick Sept 23/15. Down 37.88%.) A Short report came out last fall that really took the stock down hard. They have addressed all the issues, and now the stock is starting to move up. He trimmed his position when the report came out, and then started gradually adding back. Very attractively valued at 6X enterprise value to EBITDA. Expects they will continue to make acquisitions, as well as grow organically.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT NWH.UN-T Northwest Healthcare Property REIT Market Call (BNN TV) 2016-09-21 $10.500

(Market Call Minute.) Excellent management. A niche business in that they are growing in the healthcare space but have now focused outside of Canada, and are getting leased properties that have cap rates that you don’t really see in Canada. Being in a foreign market, currency is an obvious issue. If you own it, he expects you are going to get a nice distribution. Expect they will make acquisitions and grow.

Bruce Campbell (2) CANADIAN CAUTIOUS Unknown View
PAST TOP PICK PEY-T Peyto Exploration & Develop. Market Call Tonight (BNN TV) 2016-09-21 $37.240

(A Top Pick Sept 25/15. Up 40.51%.) A very well-run company. The lowest cost natural gas producer in Canada. They produce in excess of 100,000 barrels a day. Extremely low cost and very well-run. This is a stock that you should own.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
HOLD PHM-X Patient Home Monitoring Market Call (BNN TV) 2016-09-21 $0.185

Watching this fairly closely. They spent a lot of money making acquisitions, and then had to rationalize a lot of them to get costs down and revenues up. They ran into the reimbursement cut at the beginning of the calendar year, which was another headwind. It looks like a lot of that is behind them. Just announced they are going to split into 2 companies, and the stock responded quite favourably. It looks like a fairly positive move. One is going to be organic and yet there is going to be growth by acquisition. He wants to see the next quarter before doing anything.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
STRONG BUY PIH-T Pacific Insight Electronics Market Call (BNN TV) 2016-09-21 $10.310

A company that he really likes. It is under the radar, and not too many people know about it. Recently had quite a price drop. There had been quite a bit of excitement when they had grown earnings by about 30% last year and the stock was trading at less than 10X earnings. On the most recent quarter, the numbers were down sequentially, quarter to quarter, but they were still great numbers which he liked, but the market didn’t. They supply LED lighting, to auto manufacturers, and the orders tend to be fairly lumpy. Trading at a super valuation.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2016-09-21 $3.000

A very interesting company. He originally looked at this for their manufacturing business, and since then the small molecule business has taken off, and now they have a lot of different drugs in the development pipeline. There should be a fair bit of news over the next 6-12 months. It can be pretty volatile, so he tends to trade it. If you are a longer-term investor, it is one that you can just tuck away and don’t worry about the volatility.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT RD-X Red Eagle Mining Market Call (BNN TV) 2016-09-21 $0.790

(Market Call Minute.) We should see them ramp up and start production fairly shortly. It is at the point now where the street is going to start to re-evaluate based on cash flow starting in the 1st part of 2017. It still looks super cheap when you look at where they are projecting they are going to be producing.

Bruce Campbell (2) CANADIAN CAUTIOUS Unknown View
HOLD REI.UN-T RioCan Real Estate Investment Market Call Tonight (BNN TV) 2016-09-21 $27.480

There is a new category for REITs, which will broaden the appeal, so valuations may improve further. This is certainly a decent longer-term Buy.

Nick Majendie CANADIAN LARGE UNKNOWN Unknown View
HOLD RY-T Royal Bank Market Call Tonight (BNN TV) 2016-09-21 $81.600

Disappointed the street a little in the 2nd quarter, relative to the other banks, but that is a short-term thing. A very, very well-run bank. There acquisition of City National makes a lot of sense and will add value over time.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
HOLD SIS-T Savaria Corp Market Call (BNN TV) 2016-09-21 $11.110

In mobility aids and aging demographics, and seems to be executing on all cylinders at this time. They increased the dividend and their earnings continue to go up. Valuation is getting a little expensive for him.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
BUY STN-T Stantec Inc Market Call Tonight (BNN TV) 2016-09-21 $30.850

This has been a disappointing stock, however, it has become cheap. He has a short term one-year target of about $35. Had disappointing earnings in the oil/gas segment and the building segment to some degree, but thinks that will turn around. He really likes their MWH acquisition, which puts them in the water infrastructure business, and will allow them to have representative offices in several other key sectors of the world. Good management.

$35 in 12 months Nick Majendie CANADIAN LARGE UNKNOWN Unknown View
COMMENT T-T Telus Corp Market Call Tonight (BNN TV) 2016-09-21 $42.730

Fortis (FTS-T) versus Enbridge (ENB-T) versus Telus (T-T)? He has just come out with a new portfolio which has 13 infrastructure oriented stocks. All 3 of these are in that portfolio. The major reason is because of the predictability of dividends long-term and excellent management. He would call this a globally competitive infrastructure company. This and BCE (BCE-T) (#2) have been top-performing incumbent telcos globally since 2000. Mainly because of their strong CapX on telecom infrastructure. This company is going to be spending about $15 billion over the next 5 years. They’ve spent over $22 billion since 2000. BCE will be spending over $20 billion. Thinks the dividends will grow considerably.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
COMMENT T-T Telus Corp Market Call Tonight (BNN TV) 2016-09-21 $42.730

A very well-run company. Had a bit of a stutter with their Alberta exposure, but the results have not been that bad. Big capital expenditure program and capital intensity is increasing as they invest in fibre to the home, and should pay big dividends over the next 5-10 years.

Nick Majendie CANADIAN LARGE UNKNOWN Yes View
COMMENT TA-T Transalta Corp Market Call Tonight (BNN TV) 2016-09-21 $6.030

There is too much uncertainty about the Alberta policy vis-à-vis stranded assets, and what compensation they will or won’t get. Until that uncertainty is removed, he would be very careful.

Nick Majendie CANADIAN LARGE UNKNOWN No View
HOLD TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2016-09-21 $24.190

This has had a huge recovery. It has been a rough ride over the last couple of years. Management has done a very good job of improving the balance sheet and thinking the long-term. They have long life assets that are outstanding.

Nick Majendie CANADIAN LARGE UNKNOWN Unknown View
COMMENT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2016-09-21 $35.410

(Market Call Minute.) Awesome management team. For a high quality gas, it is one of ones to own in Canada.

Bruce Campbell (2) CANADIAN CAUTIOUS Unknown View
TOP PICK TOY-T Spin Master Corp Market Call (BNN TV) 2016-09-21 $30.200

Toy producer. It continues to be super innovative. Has huge brand power. Have a number of relationships with different companies such as Star Wars games, Barbie games, etc. This has been growing phenomenally, both organically and by acquisition. Not super cheap, but growing at a phenomenal rate. Insiders own so much of the stock, the float is not very big, so it does tend to be a little volatile. If you can pick a day or week when it is selling down, you get a chance to get into the premier toy company out of Canada. At some point, the stock is probably going to get taken out.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
TOP PICK ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2016-09-21 $30.990

The Dollarama for the next 5 years in that they are growing their store numbers. Their penetration for population base is not where they want it to be, but want to bring it down so that there are more stores per 100,000 people than there are right now. They continue to grow their sales. Have had 12 consecutive same-store sales growth. The last quarter was double digits, which is really unheard of. They are focusing on their sales process and on accessories. Accessories are higher margin than just the street mattresses. The stock is not cheap, so if you can get it when it pulls back, that would be a great time. Dividend yield of 1.75%.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-20 $0.020

Market. Feels secular stagnation is making a resurrection. Secular stagnation is an outgrowth of the great depression. During the Great Depression, everybody felt that economies were stuck in a slow growth mode for a long time, and would continue to weigh on the economy. However, there are different dynamics and history doesn’t really repeat itself. Central bankers and policymakers are going to fight it tooth and nail. Thinks the next wave is “helicopter money”, an important development and one that his firm is keeping an eye on for clients. This is direct spending by the central bank versus quantitative easing which is just buying government bonds that are already issued in the secondary market. Helicopter spending hasn’t been done since the 30s by the Bank of Japan.

Tyler Mordy ETF's BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-20 $0.020

Infrastructure? There is a lobby group called The American Society of Engineers which are forecasting that between now and 2025, if the US doesn’t get its act together and spend on infrastructure there is about to be a $4 trillion loss due to lost sales, costs, etc. due to bad infrastructure. The incoming presidential incumbents certainly have the ammo to spend on infrastructure, and he views that is moving its way into the popular psych, and over the next few years expects we will see the return of fiscal stimulus.

Tyler Mordy ETF's BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-20 $0.020

Emerging Markets. These have been trod on for the last 4 years, and investors have definitely been sour on that class. He tends to like the commodity importing countries such as India and China. Looking at the history of emerging markets, they tend to have big booms or big busts, either hot or they are not. Thinks emerging markets have bottomed and are tending to be a bit more resilient than developed markets.

Tyler Mordy ETF's BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-20 $0.020

Healthcare through an ETF? Healthcare fits in with his theme of a post crisis financial environment. After a financial crisis, all industries that tend to be inventive or creative, tend to do incredibly well. That would apply to technology and healthcare. Biotech valuations have come down a little within the healthcare ETF’s due to Hillary Clinton’s policies. Feels healthcare in general is a good overweight. It is aligned with aging demographics and the post crisis financial environment. He likes the area in general and is overweight it in client’s portfolios.

Tyler Mordy ETF's BULLISH Yes View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-20 $0.020

US infrastructure ETF’s? This is difficult, because a lot of these tend to be a little mislabelled in the sense that they tend to be utility plays. He is working on the thesis of “Where is this money going to be spent?” if “helicopter money” is going to be initiated. He has yet to find a good infrastructure ETF.

Tyler Mordy ETF's BULLISH No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-09-20 $0.020

A green or socially responsible ETF? There have been a number of countries that have signed on to the Paris Accord to limit carbon emissions by 2020. If you look over the last couple of years, any green ETF has been very disappointing. There are going to be bright spots in the future. One of the industries he feels would be ripe for an investment at some point, will be solar. It is going through a consolidation, and they have to get the demand up. The way to do that is to lower the cost of solar panels, which is exactly what has happened.

Tyler Mordy ETF's BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-09-20 $0.020

Market. When the Fed raises interest rates, he doesn’t believe they’re going to do it at each of the next few meetings i.e. in a fast cycle. Rate increases are likely to be gradual because there is still subpar economic growth in the US and in other regions. If they hike rates too aggressively, you would see financial conditions tighten. We are in a low yield environment, and people have gravitated to dividend stocks in search of better yields, and if you look at certain sectors, there is certainly a risk that there could be a rotation out of so-called defensive and expensive dividend paying sectors. What he tries to do is to identify companies that have a very sustainable free cash flow yield that are generating a lot of money with clean balance sheets.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN _N/A View
COMMENT ASHR-N Deutsche X-trackers Harvest CSI 300 China A-Shares Market Call (BNN TV) 2016-09-20 $24.650

(A Top Pick July 22/16. Up 1.25%.) Probably his most controversial pick and relates to perceptions of the marketplace that China is about to embark on an economic crash and are going to devalue their currency. His view is that the slowdown was coordinated by policymakers. China is on a longer running slow down, and he can see it going down to 3% GDP in the next few years. The market has really punished the stocks there, particularly the Chinese banking sector. This is a multiyear hold.

Tyler Mordy ETF's BULLISH Yes View
TOP PICK ASHR-N Deutsche X-trackers Harvest CSI 300 China A-Shares Market Call (BNN TV) 2016-09-20 $24.650

Feels the China story is so important. The market is getting it wrong. Chinese stocks have so many positive benefits in the long term.

Tyler Mordy ETF's BULLISH Yes View
HOLD AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2016-09-20 $12.720

He owns a little. A good, deep value name for Canadian investors looking for a mid-single digit yield as the payout ratio is under 100%. The concern is not if rates are going to go up and affect their cash flow growth, it really has to do with lower commodity prices in Western Canada. They just did an equity issue to buy some US assets, and there is a little bit of an overhang there. Good value and decent yield.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2016-09-20 $15.600

(A Top Pick Sept 8/15. Down 2.05%.) He still likes the US banks, but his preference now would be J.P. Morgan (JPM-N), Wells Fargo (WFC-N) and some of the others. The issue with US banks has been sentiment related. The money centred banks in the US are exceptionally well capitalized. Because US banks are so well capitalized, they are going to take market share away European counterparts, where the risk rated asset calculations are probably a lot less conservative than they are in the US.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
TOP PICK BEI.UN-T Boardwalk REIT Market Call Tonight (BNN TV) 2016-09-20 $49.950

Trades at a huge discount to replacement value, which he pegs at around $65. Apartments are a defensive asset class and this is a good example. If you are worried about house prices declining in Western Canada, people are going to rent instead of buy. You should see occupancy go up in low income Housing, which is where this company really benefits. 80% of the Net Operating Income comes from Alberta and Saskatchewan, which is why it trades at a sizable discount. Exceptional management team which owns 25% of the company. Dividend yield of 4.5%.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
TOP PICK BKLN-N PowerShares Senior Loan Portfolio Market Call (BNN TV) 2016-09-20 $23.130

Senior bank loans. They effectively differ from high-yield bonds in that 1) they are higher up in the capital structure and 2) they have a floating rate structure. If you are worried about rising interest rates, this is a way to go. A good comparison would be “junk bonds”. He has liked high-yield bonds for a while and has sold them. He is now moving into this ETF.

Tyler Mordy ETF's BULLISH Yes View
BUY BPY.UN-T Brookfield Property Partners Market Call Tonight (BNN TV) 2016-09-20 $30.270

A great example of a truly global real estate company. They have high quality assets all over the world. Part of the recent volatility has to do with BREXIT and underlying concerns about rising interest rates. Great management team and trading at a substantial discount to NAV.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
TOP PICK CI-N Cigna Corp. Market Call Tonight (BNN TV) 2016-09-20 $131.990

A US health insurer provider, one of the largest. There is a pending deal. Aetna (AET-N) (?) wants to buy the company, and it is unlikely that deal gets approved. If the deal doesn’t get approved, the break fee is about $1.5 billion. On top of that, when you look at the cash they can deploy, they are going to have about $10 billion to play with. They can buy back a ton of stock if the deal does not go through. If it does go through, you still get 30% upside. Dividend yield of .03%.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
BUY on WEAKNESS COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2016-09-20 $152.170

He is not a fan of bricks and mortar retailers, but this company has a great brand and has demonstrated excellent long-term growth. His concern is the valuation. The free cash flow yield approximates 3% and it trades north of 20X earnings. He would be more compelled to Buy if it pulled back by 15%. A very defensible business, as two thirds of the revenues really accrue from the memberships they sell.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
BUY CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2016-09-20 $15.260

(Market Call Minute.) Thinks this is pretty decent here, and he would probably be inclined to accumulate this.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
SELL CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-09-20 $7.120

At the time, this was a compelling pitch. You were buying drugs that were mispriced and were making a lot of money. It is really difficult when looking at a highly leveraged company like this to justify a turnaround. They are going to have to reduce debt and sell off some assets. In the meantime, the regulatory environment is not very favourable at all.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
HOLD DRG.UN-T Dream Global REIT Market Call Tonight (BNN TV) 2016-09-20 $9.050

(Market Call Minute.) Trading at a sizable discount to NAV. However, there are still some single tenant risks. There are other global names he likes more.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
COMMENT DXJ-N Wisdom Tree Japan Hedged Equity Market Call (BNN TV) 2016-09-20 $42.070

A good ETF. Everybody can recite the bearish case of Japan, aging demographics as well as loads of debt. If you look at what has happened to Japan, imagine 30 years of an overvalued currency and chronic deflation. That makes the corporate sector extremely lean and extremely efficient. The turning point is that the ROE has been elevated for the last few years.

Tyler Mordy ETF's BULLISH Unknown View
PAST TOP PICK DXJR-N Wisdom Tree Japan Hedged Real Estate Market Call (BNN TV) 2016-09-20 $23.430

(A Top Pick July 22/16. Down 5.52%.) This was a little eclectic, but it has only been 2 months. Look how cheap real estate is in Tokyo versus New York or Toronto. This has a good yield and is undervalued.

Tyler Mordy ETF's BULLISH Yes View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2016-09-20 $57.620

A good, long term hold. You can get fussy with valuation and try to get cute, but it is a name you just want to Buy and tuck away for 5-10 years. The assets are very difficult to replicate. The Specter deal helps them securing mid-single digit cash flow and dividend growth for the foreseeable future.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
HOLD ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2016-09-20 $33.050

(Market Call Minute.) Relatively stable assets. He thinks you could see the parent, Enbridge, drop more renewable assets into it, which gives you a nice growth trajectory.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Unknown View
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