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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
  
TOP PICK PCP-N Precision Castparts Corp. Market Call (BNN TV) 2015-02-24 $215.130

This company makes all the nuts and bolts and complex metal parts that go into aerospace engines and airplanes. They sell to Boeing, Airbus, Rolls-Royce and GE. Backlog is massive. Like a lot of companies, this has some exposure to oil/gas, which hurt their earnings a little bit and the stock has fallen about 30%. He sees, over the next 10-15 years, aircraft demand doubling, mainly due to Asian aircraft travel including cargo and business travel. Great free cash flow. Dividend yield of 0.06% and it is growing.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2015-02-24 $39.820

Loves this pipeline. These are great companies. They are to report in a couple of weeks.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH No View
BUY on WEAKNESS PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-02-24 $39.820

Has always been an admirer of some of these pipeline stocks. At the current level, it seems a bit overvalued. Dividend quality is stronger now given the pullback in the stock. Mid-$30 would be a good entry point.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT RHHBY OTC (US) Roche Holding AG Market Call Tonight (BNN TV) 2015-02-24 $0.000

This is interesting right now based on the value proposition that is going into the pharma space. They have a lot of M&A activity there. This has some growth potential because of breast cancer. Fundamentally the company looks solid and the dividend looks good.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT RUS-T Russel Metals Market Call Tonight (BNN TV) 2015-02-24 $25.210

This is more tied into iron ore prices rather than energy. With iron ore prices dropping, stocks like this tend to get tarnished by the same brush as iron ore. This looks undervalued. The challenge would be the quality of its dividends. How well are they able to generate the cash flow to pay their dividends?

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
BUY SAN-N Banco Santander SA Market Call Tonight (BNN TV) 2015-02-24 $7.310

A Spanish bank, but actually has exposure in Brazil. This is in a decent space here right now.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT SAP-T Saputo Inc. Market Call Tonight (BNN TV) 2015-02-24 $36.270

Great company and has always created value for its investors. Balance sheet strength is very good. Ability to grow revenues is pretty strong. A company in food processing, that shows a 20% increase in revenue, is always going to be a good company. For a 2-3 year time horizon, this is a very good name to own. The only headwinds it could face is the spread between input costs and processing costs.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-02-24 $39.690

We knew at some point there would be a fine although we didn’t know how it would all play out. We knew they would be in trouble and it is now come home to roost. There are infrastructure assets there, which possibly could be spun out. Highway 407 is amazing. If it falls a few more dollars, he may get back into this one.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH No View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2015-02-24 $39.690

Clarity is still needed on some of the issues surrounding this company. This is a great company. Until there is clarity, it is hard to do anything on the stock right now. (See Top Picks.)

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
WATCH SW-T Sierra Wireless Market Call Tonight (BNN TV) 2015-02-24 $47.590

Has been a great company in the last 3 years. They stumbled and fell apart early on, only to recapture its business as it moved into machine-to-machine and the Internet of Things. They made a very tactical change in their strategy when they acquired 2 companies in Europe, and the stock has worked very well ever since. He likes the story and thinks there is room to grow. The value proposition will be clearly understood after they report on the 1st quarter. Wait to see what the company does in its 1st quarter. Every time the stock drops below $40 that is a good entry point.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
PAST TOP PICK TFI-T TransForce Inc. Market Call (BNN TV) 2015-02-24 $29.940

(A Top Pick Feb 5/2014. Up 24.93%.) Had a lousy year last year because of bad weather, which provided a couple of opportunities to buy the stock. Last year this was trading at a 10% free cash flow yield. Companies that generate massive free cash flows, provide wonderful opportunities. Still loves this.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2015-02-24 $251.530

Has a very interesting strategy which the market seems to like and which makes money for its investors. Made roughly about 2 dozen acquisitions in the last 2 years. Likes the exposure they get through some of their companies in Asia. We are not seeing the same impact in health care segment in Asia as we are seeing in the commodity cycle, and this company has really capitalized on that. He has a problem with companies that are not growing organically, but at the same time their earnings growth has been working in their favour.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
BUY on WEAKNESS WB-T Whistler Blackcomb Holdings Market Call (BNN TV) 2015-02-24 $19.450

Infrastructure is very important and these are long life assets. It is not snowing, so this company has a big problem. The good news is the Cdn$ is low, so that a lot of people who picked this as a destination, are still going. Hopefully the weather will turn. This is priced into the stock. He is adding more below $19.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH Yes View
HOLD WFC-N Wells Fargo Market Call (BNN TV) 2015-02-24 $55.370

This is a wonderful company. They have the highest return on assets of any US bank. If you own, continue to hold it.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH No View
HOLD WFT-T West Fraser Timber Market Call (BNN TV) 2015-02-24 $73.300

The reason to own this is if you believe the US housing market is normalizing and will show more growth, the Canadian housing market continues to show good growth along with demand from Asia. He sees potential for these companies to show more growth. The Cdn$ is dropping, which makes the price of lumber more attractive. There is potential for rising dividends. A good place to be.

Barry Schwartz NORTH AMERICAN - LARGE BULLISH No View
BUY ZUD-T BMO US Dividend Hedged to CAD Market Call Tonight (BNN TV) 2015-02-24 $19.220

This dividend ETF looks interesting in terms of its components. Has been attracting a lot of fund flows.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-02-23 $0.020

ETFs specializing in REITs.  Prefers ZRE-T because it does not overweight the big ones and gives the small ones more of a real chance.  FRF-T is an actively managed ETF and you might consider that.  There is a smaller cap bias to the markets in the uptrends.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-02-23 $0.020

Markets.  The markets are nutso on the ‘patience’ word.  Is the Fed going to push it down the road or not.  They need 150k jobs to keep up with the population growth.  About 50% of the last year’s job growth was related to fracking.  The quality of the US employment rate is not fixed.  The Fed definitely wants to try rising interest rates.  If they don’t like what happens they may lower them again.  Nothing is fixed in Greece.  They have to leave the Euro at some point.  They have significant challenges.  They are just another can kicked down the road for 6 months.  QE has been the backbone of the recovery including the European QE.  We will see in March what the ECB’s program is going to look like.  We may be in for a bit more volatility in Europe. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-02-23 $0.020

Educational Segment.  63 year old’s potential portfolio.  VCE-T (30%) is an ETF that invests in Canada.   XWD-T (40%) is the world index.  XBB-T (30%) is the entire Canadian bond market (no emerging market exposure).  It had a  2.8% annual return over the last 13 years with 13% standard deviation. That is probably not what you are hoping for.  But from ‘09 to present the returns are quite good at 15%.  Would he have sold in `08?

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-23 $0.020

Markets.  Looking for a lot of M&A over the next year in N.A. Small Caps.  Small caps have underperformed over the last 4 years and he thinks they will catch up.  We are at a point in the bull market where this just kind of thing happens.  There are opportunities for the big guys in the area of acquisitions.  A lot of Tech names are hitting new highs.  People are looking to move out of the energy space.  Small cap index is laden with energy and material stocks and this is why the index has underperformed over the last 4 years.  He thinks people will start to move down to the smaller caps.  About a third of his top picks have been taken out.  If the market does not reward the small caps with a higher multiple, someone takes them out.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-23 $0.020

Markets.  Sees this business cycle extending for 2 to 3 years.  There are lots of catalysts for the US economy to move forward.  The 7 year period for US loan defaults is ending.  There are lower oil prices.  Interest rates have made mortgages more affordable. Consumer savings has built up over the years and cap-x will get a boost because plant capacities are approaching 85% where they find they start to get tight on capacity.  Major risks are geopolitical: Ukraine and Isis.  Subprime lending on homes and autos is back where it was in 2008, which would be the risk to the US economy.

Peter Brieger NORTH AMERICAN - LARGE BULLISH _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-23 $0.020

The venture exchange.  They are venture companies so unless you are prepared to possibly lose all your money, you should not go near it.  If the TSX is not working for you, then go internationally, not to the venture exchange.  Suggested UL-N.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK AGT-T AGT Food & Ingredients Market Call (BNN TV) 2015-02-23 $28.100

Macro environment is ideal.  Chick peas and so on as an alternative to red meat.  15 times earnings.  Next quarter should be a record quarter for them.  There has been a lot of consolidation in this industry.  Have done well for 6 quarters.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Yes View
SELL ON STRENGTH BBD.B-T Bombardier Inc (B) Berman's Call 2015-02-23 $2.350

It is one of the dogs he held.  Even the smart analysts don`t know where this stock is going.  He is looking to exit it in the mid-$3 area.  This is a speculative play.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-02-23 $2.350

He bought because of the change to the new CEO, who is just what this company needs to get this C3 into production, plus he has the marketing skills. 

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK CEF.A-T Central Fund of Canada Ltd (A) Market Call Tonight (BNN TV) 2015-02-23 $15.300

(Top Pick Feb 24/14, Down 8.13%) Just continue to hold it.  Gold is basing around $1176.  It should range up to $1280 or $1300.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
BUY CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2015-02-23 $50.010

Continues to like it for its prospective dividend growth.  As the box office picks up, so will the stock.  They have other interesting sidelines such as ‘the recroom’.  The PE of 28 is worth it (17 times price to cash flow is what he looks at).

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK CNE-T Canacol Energy Ltd. Market Call (BNN TV) 2015-02-23 $2.750

(Top Pick Dec 19/13, Down 57.32%) They were doing well and then energy came off.  They made some big discoveries in the Nat Gas area.  He is disappointed in a lot of the Columbian plays right now.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Yes View
BUY on WEAKNESS CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-02-23 $86.720

One of his favourite North American rail companies. 

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-02-23 $31.230

(Top Pick Feb 24/14, Down 14.10%) Thinks dividend is going to be maintained, but you have to be ready in case the oil price stays down.  It would still be a great company at a lower dividend.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
BUY CRH-T CRH Medical Corp. Market Call (BNN TV) 2015-02-23 $3.800

Hemorrhoid business.  Acquisition they made is quite accretive.  People are just becoming aware of this story.  A high margin business.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Unknown View
DON'T BUY CS-T Capstone Mining Corp. Market Call (BNN TV) 2015-02-23 $1.280

Always been a big fan of this one, but last quarter he was disappointed with the grades of all three mines.  He is hesitant to recommend it.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Unknown View
DON'T BUY CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2015-02-23 $22.050

He is not fussy about it and there are others he would rather own such as ECA-T and TOU-T.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
BUY DHX.B-T DHX Media Market Call (BNN TV) 2015-02-23 $9.350

Not a typical name he would own because the valuation is very high.  Eventually they may get taken out.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Yes View
HOLD DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2015-02-23 $2.660

Royalty stream on restaurants out west.  Are negotiating a number of other royalty agreements.  Will be a long term good story.  A Top Pick previously.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Yes View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2015-02-23 $61.210

Likes the preferred, reset shares.  If he was going to be in bonds it would be 1 to 2 year maturities so what he did was to get the yields up by taking high grade preferreds instead.  He likes them in general.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK ESP-T Espial Group Market Call (BNN TV) 2015-02-23 $3.140

He talked about it 6 months ago.  There was slippage in the signing of a contract from end of last year into the beginning of this year.  Earnings coming out this Thursday and should be good.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Yes View
BUY FLR-N Fluor Corp. Market Call Tonight (BNN TV) 2015-02-23 $59.050

He is happy with it.  It is the cream of the crop.  It has come off because of the fear that energy related projects will be cancelled or postponed.  Long term this is the place to be, however.  The strong US dollar will harm any company with foreign business, but he understands they do some hedging.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2015-02-23 $0.300

Never really seen the revenue fall to the bottom line so it is a concept stock.  If there are a lot of plane crashes, people move to this stock.  He’s never been a fan.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS No View
BUY FTG-T Firan Technology Group Corp. Market Call (BNN TV) 2015-02-23 $1.950

Just reported an unbelievable quarter.  No analyst follows it.  70% of revenues are from the US yet 70% of operations are in Canada so the declining CAD$ benefits them.  Earnings should accelerate over the next few years.  You probably have not missed the run.  The CAD$ has only helped them over the last couple of months.  An 11 year high.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Unknown View
WAIT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-02-23 $39.950

Hold off buying it until you see how the rate picture unfolds later this year and see what the impact is on the high PE income stocks will be.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
BUY GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2015-02-23 $55.460

The 17.1 PE is a respectable multiple.  He is very keen on it and continues to hold it.  He might hope for a little pullback before buying it.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY GRC-X Grenville Strategic Royalty Market Call (BNN TV) 2015-02-23 $0.620

Making smaller bets on companies.  Came out with news that one of the streams they bought was zero (fraud).  He prefers DIV-T.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Unknown View
BUY GUD-T Knight Therapeutics Market Call (BNN TV) 2015-02-23 $9.300

The whole sector has been on fire.  They have done a really good job.  They made a number of loans to companies in the space.  Thinks they will accumulate a number of drugs over the next little while.  Prefers CXR-T.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS No View
DON'T BUY GXI-T Guestlogix Market Call (BNN TV) 2015-02-23 $0.770

Never been a fan of this company.  They did a refinancing and he was not a big fan of them.  He stayed away.  Thinks an activist shareholder has come in.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS No View
PAST TOP PICK IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2015-02-23 $33.860

(Top Pick Feb 24/14, Up 22.06%) His favourite dividend paying stock.  They have 20 year contracts and have minimal exposure to commodity prices. 

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY MCR-X Macro Enterprises Market Call (BNN TV) 2015-02-23 $1.870

Competitor of Petro West and Enterprise.  The sector has taken a downturn and this company has not executed as well as others. 

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Unknown View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-02-23 $21.730

The lower oil prices hurt some of the holdings.  Business in Europe is picking up.  Once you have had your fill with bank stocks, take a look at this one.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
HOLD MTY-T MTY Food Group Market Call (BNN TV) 2015-02-23 $35.570

Done a very good job of growing their earnings.  Restaurant food groups.  Consolidated a lot of businesses across Canada.  The space is fairly steady.  Continue to hold it.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Unknown View
DON'T BUY PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2015-02-23 $2.400

Never liked the story.  They did a good job over the last little while.  It was a long process.  No revenue or earnings.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS No View
PAST TOP PICK PN-T (Dead) PNI Digital Media Market Call (BNN TV) 2015-02-23 $1.690

(Top Pick Dec 19/13, Up 52.25%) Acquired by Staples (SPLS-N).  Revenues were quite strong and it was falling to the bottom line.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS No View
TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-02-23 $39.320

He is still buying it.  The key point is that 30% of mid stream business is commodity price sensitive.  Management is going to reduce that to less than 20% over the next few years.  It is a great dividend stock going forward.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY QSR-T Restaurent Brands International Market Call Tonight (BNN TV) 2015-02-23 $52.400

Thinks 3G is over hyped.  MCD-N has a lower PE in comparison.  He thinks it is a speculation.  Prefers Yum Brands.  THI-T was a cleaner story.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
BUY RC-T RDM Corporation Market Call (BNN TV) 2015-02-23 $3.640

It traded sideways, then came down and then came up nicely.  Earnings are growing.  There may be activist shareholders coming into the stock, but they are doing well according to their last conference call.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Unknown View
BUY RIO-T Rio Alto Mining Market Call (BNN TV) 2015-02-23 $3.790

The merger made sense.  He likes both management teams.  This is one of the places to be in the precious metals space. 

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Yes View
WEAK BUY RX-X BioSyent Inc Market Call (BNN TV) 2015-02-23 $10.010

Likes the story but the valuation is a bit too high.  It is not that liquid of a stock.  Hard to buy in a fund, but okay for individual investors.  Prefers MLS-T.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Unknown View
BUY SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2015-02-23 $36.260

Likes it.  It came off with energy stocks in general.  Provides a very necessary product and service.  Two to three years they will benefit along with pipeline construction.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
WAIT SPM-T Scorpio Mining Corp. Market Call Tonight (BNN TV) 2015-02-23 $0.195

Don’t buy more yet, but wait to see what management will do.

Peter Brieger NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2015-02-23 $38.670

On his watch list.  If he was going to increase his exposure he would do it with CNQ-T.

Peter Brieger NORTH AMERICAN - LARGE BULLISH No View
BUY SVC-T Sandvine Corp. Market Call (BNN TV) 2015-02-23 $3.790

A top pick about a year ago.  Operations have been doing well and earnings are strong.  Buying back a lot of stock.  Good visibility.  Low multiple and good balance sheet.  One of his larger tech holdings.  Sees an acceleration in their revenue growth.

Peter Imhof NORTH AMERICAN - SMALL BULLISH on SMALL CAPS Yes View
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