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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
  
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-08-22 $44.870

Tends to be an oily stock rather than gassy stock.  CPG is having a tough time as is oil.  It broke through a support level and has established a downtrend.  All three of his technicals are negative for this stock.  There are better opportunities available elsewhere.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-08-22 $44.870

Very high quality management team. Just one of those companies that gets it done over and over. Has decent per-share growth of 7%-8% expectancies for this year. You’re paying top dollar for it, but you are getting a high-quality company as well.

Jeff Young CANADIAN DIVIDEND BULLISH No View
DON'T BUY CUS-T Canexus Corp Market Call Tonight (BNN TV) 2014-08-22 $5.310

Recently looked at their financial information a little and took a pass on it. Predominately a chemical company, but are also building a unit train oil terminal. Had some cost overruns and problems with that, and thinks they are a little capital constrained and need to sell a portion of it. They are still not done building this. Too messy a story for him. 7.5% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH No View
DON'T BUY CWX-T Canwel Building Materials Ltd. Market Call Tonight (BNN TV) 2014-08-22 $6.090

Building products, lumber distributor across Canada. The building/renovation market in Canada has been quite good for some time. The yield of 9.2% is too high. They are over distributing. Thinks they have some room on a line and could pay out a debt if they wanted to, but clearly that is a temporary type fix. Any slowdown in building activity would be detrimental. This is not one that he would buy.

Jeff Young CANADIAN DIVIDEND BULLISH No View
TOP PICK FCG-N 1stTr ISE Natural Gas E.T.F. Market Call (BNN TV) 2014-08-22 $20.380

The price of Nat Gas has been flat the last 8 weeks.  A break above $4.02 would complete the pattern.  Until the third week in December the price goes higher for Nat Gas stocks.  This is an ETF of gassy stocks.  We aren`t at the end of August yet, but we are awfully close.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
COMMENT FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2014-08-22 $25.730

Thinks they pay out a pretty high proportion of what they bring in. High oil prices certainly helps, which leads to activity levels. They drill a little bit themselves, but don’t have the same operating risks as a regular drilling company. You do need that activity level. People tend to pay a lot more for these royalty companies, because they see the lack of risk. He is on the sideline at the moment. 6.5% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH Unknown View
PAST TOP PICK GDX-N Mrk Vectors Gold Miners ETF Market Call (BNN TV) 2014-08-22 $26.100

(Top Pick Jul 11/14, Down 4.25%) Seasonality has not clicked in yet.  Gold equities are now outperforming the price of gold.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
PAST TOP PICK GEI-T Gibson Energy Market Call Tonight (BNN TV) 2014-08-22 $35.740

(A Top Pick Sept 19/13. Up 54.78%.) Continue to do very well in their business. Last quarter was great. Definitely getting on the pricey side, but in the energy/infrastructure space, it is one of the cheaper stocks, but also has one of the least recurring guaranteed revenues. A good stock for an active oil market. 3.3% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
PAST TOP PICK GLD-N SPDR Gold ETF Market Call (BNN TV) 2014-08-22 $123.190

(Top Pick Jul 11/14, Down 4.34%) Keep holding it.  Yesterday we saw the gold trusts break support and now they are underperforming the market.  Seasonality suggests you want to keep holding it.  You want to look for it to keep continuing to bottom by the end of September.  Watch for the US$ to move lower.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
DON'T BUY GM-N General Motors Corporation Market Call (BNN TV) 2014-08-22 $34.240

It has been in a downward trend, underperforming the market and close to its 20 day moving average.  Three technicals are going against you so not a buy.  This is a period of seasonal weakness.  They bottom around the end of October and then move higher through the end of the year.  Auto makers are transitioning from one model to the other.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK HR.UN-T H&R Real Estate Inv Trust Market Call Tonight (BNN TV) 2014-08-22 $23.380

(A Top Pick Sept 19/13. Up 15.33%.) Not much volatility in this. Sold his holdings in order to move on to other things. Doesn’t see a lot of growth in REITs any more. 5.8% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH No View
WAIT LUN-T Lundin Mining Corp. Market Call (BNN TV) 2014-08-22 $6.020

Historically base metals have trouble from May to October each year.  But this one still has a trend up.  Strength is negative relative to the market and it is below its moving average, so you have 1 out of 3 technicals.  He would wait until October to buy it.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2014-08-22 $22.190

This is not a good seasonal time for them.  It is outperforming the market, in an upward trend and above its 20 day moving average so one should hold it.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-08-22 $22.190

In terms of valuation versus growth prospects, he feels this is a better option over Sun Life (SLF-T). It’s a very encouraging sign that they have raised their dividend. This means they are comfortable with their business outlook and their capital position. Yield of 2.79%.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
TOP PICK PEY-T Peyto Exploration & Develop. Market Call Tonight (BNN TV) 2014-08-22 $37.050

Very high quality company and basically the low cost producer in Western Canada. There has been a little check back in the price of gas, which we don’t normally get. This is one you typically buy on pullbacks. Good dividend per share growth. All their lines are very concentrated and they own the infrastructure along with the land, so they have the ability to participate in the upside, but it takes longer for natural gas to work out. A low cost producer so can survive the downturns. Could see this at $45 with stronger gas prices in the winter.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
DON'T BUY PWT-T Penn West Petroleum Market Call Tonight (BNN TV) 2014-08-22 $7.860

Have had problems from an operational perspective for a number of years. It now appears that there are accounting irregularities as well. This may make their costs look even worse. He would wait and let this play out. The dividend may not be safe.

Jeff Young CANADIAN DIVIDEND BULLISH No View
COMMENT RUS-T Russel Metals Market Call Tonight (BNN TV) 2014-08-22 $36.780

Starting to look at this again. At first glance it looks a little bit expensive. What he likes about the dividend safety is that their cash flow is a bit counter cyclical, in that when things turn down, they reduce their inventory giving them more cash on hand to pay the dividend. What they need now is a continuation of the strength in steel prices coming up.

Jeff Young CANADIAN DIVIDEND BULLISH No View
HOLD RY-T Royal Bank Market Call Tonight (BNN TV) 2014-08-22 $80.800

Came out today with good numbers, but a bit of slowing on the Canadian retail business. Also, wealth management was a little bit light relative to expectations, which is an area that you want to see grow consistently over time. Also, there was a little slowing on the lending side.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
WEAK BUY SLF-T Sunlife Financial Market Call (BNN TV) 2014-08-22 $41.270

Banks have been getting all the love.  The TSX financial services broke to new highs two days ago.  RY came out with great numbers but there was only selling on news. SLF is doing okay.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK SOIL-N Global X Fertilizers ETF Market Call (BNN TV) 2014-08-22 $11.650

Not doing well until now, but forming a base.  Grain prices are showing signs of bottoming.  Ag stocks are also showing signs of bottoming.  Around this time of year they go up sharply.  Keep an eye on it and get out when it`s done.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
DON'T BUY SU-T Suncor Energy Inc Market Call (BNN TV) 2014-08-22 $43.960

They broke a support level and established a downward trend. They have underperformed the market and are below the 20 day moving average.  Three technicals against you.  Fundamentals suggest a bit of caution here.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WEAK BUY T-T Telus Corp Market Call (BNN TV) 2014-08-22 $38.690

Historically it does well in the summer months.  It is interesting based on seasonal strength.  It is trending along its 200 day moving average.  Relative strength is a little better than the market.  So it is okay as a buy and has positive seasonality to come.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2014-08-22 $25.090

Thinks this company will have its day again. These types of companies peaked in 2011 and then came down hard. As the recovery continues, and it picks up steam at some point in time, we will have a late cycle push which is when your commodity stocks start to do better. There is talk of an interest rate cut in China on one side, and on the other side you are seeing reductions of capacity in a lot of these industries, where high-cost producers are not able to keep these things going anymore. A little bit of holding is not bad here.

Jeff Young CANADIAN DIVIDEND BULLISH Yes View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2014-08-22 $57.670

The banks are interesting here. They’ve had a decent run here, so we might see them stabilize a little. Likes this bank’s exposure outside of Canada, which he thinks will start to play out. Dividend yield of 3.2%.

Jeff Young CANADIAN DIVIDEND BULLISH Unknown View
WAIT UPS-N United Parcel Services Market Call (BNN TV) 2014-08-22 $97.770

Is underperforming the stock.  It is testing its 20 day moving average.  Seasonally it is strong from end of October through Christmas.  He looks for base building prior to the seasonal period of strength.  The technicals are not there now for buying the stock.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK URA-N Global X Uranium ETF Market Call (BNN TV) 2014-08-22 $14.930

Special for retail investors.  Around this time of year it will start to outperform the market.  Technicals are just starting to show a positive trend.  Own between now and the end of the year.  Look for something else in January.  Price of Uranium popped about two weeks ago.  This is getting set up for a good trade.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
BUY VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2014-08-22 $70.680

A high-quality name in Western Canada with gas assets in Ireland and Europe. As they continue to grow, there are opportunities for it to reduce its dividend over time. Very good conservative company and a good one to hold. 3.7% dividend yield.

Jeff Young CANADIAN DIVIDEND BULLISH No View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2014-08-22 $128.350

It has nothing to do with the seasonality.  It has to do with taking over a major company.  Underperforming the market, in a down trend and broke its moving average.  Technicals are against you so avoid it.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK VXX-N iPATH S&P 500 VIX Short-Term Market Call (BNN TV) 2014-08-22 $27.700

(Top Pick Jul 11/14, Down 0.99%) We are past the spike period.  We could have a second spike and he is waiting for the technicals to tell him that.

Don Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
DON'T BUY WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-08-22 $18.280

Very well-run company. Just did a big acquisition and had an equity issue that was very popular. They upped the dividend when they had that issue. High-quality company with good prospects for growth, but he thinks that growth is predicated on acquisitions, and you need an environment where they can pick up these land packages cheaply. That environment is a bit more tired than it was a year ago. Fully valued.

Jeff Young CANADIAN DIVIDEND BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-08-21 $0.020

Markets.  He recovered very quickly from the crisis because of the banks.  Canada is a very healthy economically and there are a lot of companies outside the resource sector that are not affected by the world economy.  The world is recovering very slowly so it is a stock pickers market.  Any rise in interest rates will be very gradual and will be put off.  You need to go down the food chain into mid caps to chase yield.  You need a solid company that can grow the dividends. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-08-21 $0.020

Markets.  He is waiting for continuing progress with holdings he already has.  September should assist us.  He buys companies, so he is not concerned with the month, the Fed or war.  He is trying not to sell because that seems to be wrong.  There is a lot of money on the sidelines ready to be deployed. 

Michael Smedley CANADIAN SELECTIVE _N/A View
PAST TOP PICK ADW.A-T Andres Wines Market Call (BNN TV) 2014-08-21 $15.000

(Top Pick Jun 26/13, Up 23.58%) Still one of the cheapest stocks on the TSX.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY AGF.B-T AGF Management (B) Market Call (BNN TV) 2014-08-21 $12.360

One of the few stocks he has added this year.  Business had declined, but he found there is tremendous value.  They are expanding internationally. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY AGU-T Agrium Market Call (BNN TV) 2014-08-21 $102.570

Likes the agricultural sector.  Probably should have bought it a long time ago.  Well diversified and well integrated vertically.  Well managed.  Buy it and put it away.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
TOP PICK ALC-T Algoma Central Corp. Market Call Tonight (BNN TV) 2014-08-21 $16.000

Greatest tanker fleet and in shipping of all the commodities.  A good dividend.  It has downtime in the winter.  They might get to a higher level shortly due to a partial fleet modernization.

Michael Smedley CANADIAN SELECTIVE Yes View
HOLD ASG-X Aurora Spine Market Call Tonight (BNN TV) 2014-08-21 $2.140

It went too high too fast.  They are simply getting down to work now.  You have to be a little patient.

Michael Smedley CANADIAN SELECTIVE Unknown View
WATCH ATA-T ATS Automation Market Call (BNN TV) 2014-08-21 $13.640

Automated production lines in a whole lot of industries.  They have a tremendous amount of R&D.  Trying to grow by acquisition.  He is watching it carefully.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
TOP PICK BB-T BlackBerry Market Call Tonight (BNN TV) 2014-08-21 $10.780

Speculative.  The stock has held relatively well.  He is particularly fascinated by Mr. Chen.  He goes in directions that will work.  They still possess certain supremacy in the area of security.  The consumer space is lost.  BB has moved on now.  Losses are falling.  It now just seems to make sense.

Michael Smedley CANADIAN SELECTIVE Yes View
PAST TOP PICK BCE-T BCE Inc. Market Call (BNN TV) 2014-08-21 $48.630

(Top Pick Jun 26/13, 23.39%) The stock plunged with threat of Verizon coming in but it didn’t happen.  Still likes it and likes the opportunity of smart phone penetration beyond 70%.  Still sees them as a utility.  One of his core holdings, but he only buys it on negative headlines.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
DON'T BUY CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2014-08-21 $8.500

Decided to pass on this one.  Have a huge amount of Cap-X.  Well managed company.  Buy when it gets really, really cheap.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
DON'T BUY CSW.B-T Corby Spirit and Wine (B) Market Call (BNN TV) 2014-08-21 $20.700

Wine is the fastest growing segment in the industry.  The French dictate where this company is going.  He is skeptical about the new products they are trying to launch into the US.  The spirit sector is very tough and there is great competition.  Doesn’t see upside from here.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Unknown View
PAST TOP PICK DH-T Davis and Henderson Market Call Tonight (BNN TV) 2014-08-21 $33.250

(Top Pick Sep 4/13, Up 29.27%) He would still buy it.  They shed their old image of cheque printing.

Michael Smedley CANADIAN SELECTIVE Yes View
BUY on WEAKNESS DHX-T DHX Media Market Call (BNN TV) 2014-08-21 $7.500

Knows it well.  Well managed company and got in at a great time to start consolidating children’s content.  Family channel with recurring subscribers.  Did a phenomenal job of monetizing newer and older content.  It’s difficult to value.  They had a big run so be careful.  He has taken profits.  He may get back in on weakness.  It is not impossible that Netflix will acquire them.  At some point this company will be attractive. 

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
WEAK BUY DHX-T DHX Media Market Call Tonight (BNN TV) 2014-08-21 $7.500

(Market Call Minute) Brilliantly run.

Michael Smedley CANADIAN SELECTIVE Unknown View
BUY EFN-T Element Financial Market Call Tonight (BNN TV) 2014-08-21 $14.860

Has been growing extremely well, static just recently.  They added on subsidiaries at a massive pace.  If there is a negative it is that the sector is getting a bit crowded. 

Michael Smedley CANADIAN SELECTIVE Unknown View
BUY EH-T Easyhome Market Call Tonight (BNN TV) 2014-08-21 $23.420

Has been down in large volume the last three days after going up a lot on light volume.  The company has transformed the rent to own of appliances.  They have a good source of financing.  Thinks one of the giants in the US will by this one in the end.  Thinks they are going into a new phase.

Michael Smedley CANADIAN SELECTIVE Unknown View
TOP PICK GCG.A-T Guardian Capital Group Market Call (BNN TV) 2014-08-21 $18.260

Has tremendous upside.  A lot of value.  One of the largest publicly traded money managers in Canada.  Huge holding of BMO shares worth $16 and company trades just about $17. 

$25 Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
HOLD GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2014-08-21 $5.170

Believes it will be a winner. 

Michael Smedley CANADIAN SELECTIVE Unknown View
WATCH HLF-T High Liner Foods Market Call (BNN TV) 2014-08-21 $21.180

Was one of his largest positions, but he sold it before the split.  It was getting a bit expensive.  Their costs started to increase.  Canadian food services encountered some soft spots.  They didn’t meet their profitability targets for the next few quarters.  Probably good value around $20.  He may return to this stock.  They are paying down their debt and they will raise their dividend at least yearly.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE No View
HOLD III-T Imperial Metals Corp Market Call Tonight (BNN TV) 2014-08-21 $9.030

(Market Call Minute) They are going to have to dig themselves out of the hole.

Michael Smedley CANADIAN SELECTIVE Yes View
PAST TOP PICK INE-T Innergex Renewable Energy Market Call (BNN TV) 2014-08-21 $10.700

(Top Pick Jun 26/13, Up 31.00%) They have a lot of hydro projects under development.  Very stable but not exciting.  Buy on weakness.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY INP-X Input Capital Corp Market Call Tonight (BNN TV) 2014-08-21 $2.730

It is a one of a kind.  Financing in the Canola sector for Western Canada.  You have to ride through meteorological events.  It is a new company and does not pay a dividend yet. 

$4 Michael Smedley CANADIAN SELECTIVE Unknown View
BUY IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2014-08-21 $36.700

(Market Call Minute) It is always a buy.

Michael Smedley CANADIAN SELECTIVE Yes View
BUY MBT-T Manitoba Telecom Services Market Call (BNN TV) 2014-08-21 $30.740

He owns it on the premise that BCE or others would take them over.  But it is hard to know now if the acquisition would be approved.  The CEO is retiring and he knows how to read it.  The dividend yield is safe.  From a value point of view he would own it.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2014-08-21 $22.310

It is a difficult choice between MFC-T and SLF-T.  MFC has been doing better later.  They are overseas in the far east, but it is hard to quantify profits from this.  Thinks MFC is slightly better than SLF.

Michael Smedley CANADIAN SELECTIVE Unknown View
COMMENT MPV-T Mountain Province Diamonds Inc. Market Call Tonight (BNN TV) 2014-08-21 $5.700

You don’t know when diamonds are really going to do well.  This stock has been doing better recently.  This one has the best undeveloped asset in Canada.  It is a very good prospective mine.

Michael Smedley CANADIAN SELECTIVE Unknown View
BUY MXG-T Maxim Power Market Call (BNN TV) 2014-08-21 $3.200

He bought it as a value play with sum of the parts worth more than it was trading at.  They are trying to sell some of the parts.  Thinks they will sell all the parts and distribute the cash.  $4-$5 breakup value.  It is taking longer than he thought to break it up.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
BUY NA-T National Bank of Canada Market Call Tonight (BNN TV) 2014-08-21 $49.730

A highly rated bank.  Street consensus is that it is overvalued.  He has three other banks. 

Michael Smedley CANADIAN SELECTIVE No View
TOP PICK NLN-T Neulion Market Call (BNN TV) 2014-08-21 $1.060

NFL is a big customer.  Agreements with all the big sports events.  They have the market locked up.

Stephen Takacsy, B. Eng, MBA CANADIAN MIDCAP (NON-RESOURCE) SELECTIVE Yes View
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