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 ARX-T Arc Resources Ltd Market Call (BNN TV) 2017-06-16 $16.720

Largely a natural gas company, largely in British Columbia. He prefers natural gas to oil. The outlook for natural gas is on “shortages of being able to be delivered”. A well-run company with a good balance sheet and good properties, largely in BC. When he bought this, there was a Liberal government that was open to resources and LNG, and now there is a coalition government who are against resources, and that is affecting the BC producers.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2017-06-16 $23.430

He likes the US banks better than Canadian banks. This bank and some of the others derive a lot of their revenue income from the securities industry. He would rather be in the banking business than the vagaries of the security industry.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2017-06-16 $24.140

This is in the business of building trucks that contractors use, both in energy and utility areas, for moving earth with high-pressure water. It is now more in the US than in Canada, and much more in utilities rather than energy. They’ve done all the right things, and are the biggest in the industry in North America. Their most recent quarter had a soft period in January, and a Short seller got a hold of this and publicized it, which knocked the stock down. This will be a “show me” stock until they report their next quarter in August. This is an opportunity.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2017-06-16 $52.530

Has a very strong pipeline and sees it growing at 28% over the next couple of years. Trading below its five-year average. Has a 62% PR. They tend to bump their distribution 5%-10% every year. Good balance sheet. The only thing wrong is that it is still pretty expensive. It doesn’t give too much opportunity to Buy, so trying to buy on a pullback is pretty tough. Just hold your nose and buy it.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2017-06-16 $2.430

71% natural gas. Obviously, there are concerns about energy. They’ve increased their asset concentration, lowered their costs. Q1 was good and their growth rate is pretty good. Very cheap relative to its peers. The only reason he wouldn’t buy this, if he were interested in an energy name, is that the balance sheet, although better than its peers, it is not ironclad or best of breed. Their 2018 production he models as still lower than that which they printed in 2014.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH No View
BUY CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-06-16 $66.150

A great company. The world’s biggest pressure sensitive label company. Their customers are all the major cosmetic, drug, food type of companies that use that kind of packaging. They are also in shaped aluminum cans and cosmetic tubes. Not a bargain, but a good, long term hold.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CGX-T Cineplex Inc Market Call (BNN TV) 2017-06-16 $52.320

This stock is buffeted by the fact that it is totally dependent on someone else for their product. If it is a hot season for movies, they are going to do well. If it’s not, they don’t get the bums into the seats in order to sell popcorn, which is where they make their money. To their credit, they have been diversifying away into other forms of entertainment distribution and game rooms. They are doing the right things. It has been a decent place to be, and probably will continue to be.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-06-16 $52.320

This had a very solid top line growth in Q1, and he raised his outlook for a better box office in 2017. He sees really nice growth in Digital media and gaming and sees 23% EPS. Trading below its five-year average. However, at 30X earnings, it is still pretty pricey, and vulnerable to a bit of a hiccup. A lot of growth is tied to a successful rollout of their rec room. If they hook up on that, then it is a little pricey, but all in, a name that is probably good here. You could probably sell some Puts, oblige yourself to own it at around $48, get paid a little bit.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
BUY CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2017-06-16 $106.530

Trading at 9.7X while its peers trade at 11.2X, because it has a little lower growth rate, and is very tied to Canada. Just bought Private Bank Corp in the US, and there is some uncertainty as to how that does. Because they are overexposed to Canadian housing, they are trading at a discount. Dividend yield of 4.77%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2017-06-16 $107.570

Just guided 10% EPS over the next 5 years. They claim they have a competitive advantage in technology, that will allow them to stay ahead of the competition. Great balance sheet. Very good growth. He models 12% EPS growth over the next couple of years. The only thing is, it is very expensive.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-06-16 $11.240

Had owned this in clients’ income accounts because of the good dividend, but when oil prices came under pressure and they were making all kinds of acquisitions, he decided he did not want to be in this any more and sold his holdings. The stock has come down because of low oil prices, and is getting to a point where it might be a reasonable buy as a trade, but we are not there yet.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-06-16 $11.240

This one really depends on how much exposure you already have to energy. If you are underweight, then you can start sniffing around. Balance sheets really matter if you have a world of $35-$40 oil for a long period of time. He doesn’t think that is going to happen. Expects oil will be for $38-$58, and if he is right, this is probably a really good name.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
COMMENT D.UN-T Dream Office REIT Market Call Tonight (BNN TV) 2017-06-16 $19.050

A bit of a work in progress. They are tethered to Alberta to a large extent. Their NAV keeps falling. Thinks they are going to cut their distribution. Expects they are going to turn themselves around to a much more pristine asset. Transitioning into a higher quality, especially in the GTA. 4.75% dividend yield. Feels it is a turn around play and you get paid to wait.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
PAST TOP PICK DTE-FSE Deutsche Telekom Market Call (BNN TV) 2017-06-16 $0.000

(A Top Pick June 17/16. Up 21%.) He likes Europe, which he thought was undervalued for quite some time. He likes the telecom business there because it is consolidating, and this company in particular, because it is the largest shareholder of T Mobile in the US.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2017-06-16 $18.950

This has done really well, but got a little bit too big over its skis. They’ve had a great growth rate, but missed in the last quarter because of higher costs. Their debt is starting to tick up. The stock is pricey relative to its peers. Not at a level where you want to be buying it.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
HOLD EIF-T Exchange Income Market Call Tonight (BNN TV) 2017-06-16 $29.250

Missed on Q1 operational challenges in aerospace. They increased costs on a fleet overhaul, as well as having some bad weather. Even without some of these challenges, they would have missed by 5%. Management is still modelling 12% EPS. The stock is pretty illiquid. Trading below its five-year average.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
TOP PICK ENB-T Enbridge Market Call Tonight (BNN TV) 2017-06-16 $51.440

Reduced their 2017 guidance as a result of the Spectra integration. More recently, it fell on an announcement of some line-3 delays. Doesn’t think this is going to affect 2018. Trading at a cheaper multiple than it has for a while. Has 11% EPS growth over the next couple of years. Also, when they announced the delay, the market saw that and took the stock down, but didn’t applaud the fact that they had announced $2 billion in new projects over the next couple of years. A solid dividend payer with dividend growth and a 50% payout ratio. 4.8% dividend yield.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Yes View
COMMENT FLR-N Fluor Corp. Market Call (BNN TV) 2017-06-16 $45.040

The largest engineering/construction company in the world. If he wanted to own an engineering company, he would be looking at the Canadian ones, because the valuations are very good. At some point, there will be massive spending on engineering in Canada, and he would rather go that route. Prefers Stantec (STN-T).

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT GOOS-T Canada Goose Holdings Market Call (BNN TV) 2017-06-16 $27.150

He likes the products they are in and how the company has operated. However, as a value investor, it is not a stock he would buy, because the valuation is quite rich.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK GRC-N Gorman-Rupp Market Call (BNN TV) 2017-06-16 $27.150

The largest global manufacturer of industrial pumps. The stock hasn’t gone anywhere for a while, because 30% of their business is outside of the US, and the strong US$ has hurt profitability. A large part of their business is to the energy business such as moving oil, which has hurt them some. Have increased dividends for 44 years in a row. This is an opportunity to buy a company at its historically low valuation. Dividend yield of 1.7%. (Analysts’ price target is $26.)

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT H-T Hydro One Market Call Tonight (BNN TV) 2017-06-16 $23.250

The utility sector is pretty healthy in Canada. This is not his favourite name within the group. Trades at a higher valuation than others. He prefers the growth rate of Algonquin (AQN-T). His #2 choice would be Fortis (FTS-T).

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
COMMENT HCG-T Home Capital Group Market Call (BNN TV) 2017-06-16 $14.250

With the settlement of the financing, it looks like they are going to survive. They won’t be going back to where they were. It doesn’t fit his risk profile for his clients. If you are a risk taker, it is probably not a bad risk here, but it is going to be exceedingly volatile, and you have to be prepared for that.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT HOT.UN-T American Hotel Income Properties Market Call Tonight (BNN TV) 2017-06-16 $10.090

This recently took a hit, because they did an issuance. Issued some shares to repay some debt. They’ve done a pretty good job. Thinks the payout ratio is fine. Hotels are a more cyclical area, so you have to be careful. Trading at a good multiple and has good distribution.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
COMMENT HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2017-06-16 $22.550

One of their issues is their big exposure to office buildings in Calgary. Believes the distribution is probably safe, but he is not running out to buy the stock.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK IFC-T Intact Financial Market Call Tonight (BNN TV) 2017-06-16 $93.820

Just acquired OneBeacon, the leading North American specialty provider, which will give them growth opportunities in the US. It is a highly fragmented space, so there are a lot of acquisitions upside. He models 18% EPS, and it is trading below its five-year average. OneBeacon is probably not accretive, but is probably neutral for 2017 earnings, and is really accretive over 24 months. Dividend yield of 2.7%. (Analysts’ price target is $103.)

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Yes View
PAST TOP PICK KMP.UN-T Killam Properties Inc Market Call Tonight (BNN TV) 2017-06-16 $12.880

(A Top Pick June 17/16. Up 8%.) He could see good growth at a reasonable price and trading at a multiple that was in line with the market, and yet at a higher growth rate. It was levered to Halifax which had turned the corner. There is probably more to go on this one. Leverage on the balance sheet is still a little high.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Yes View
COMMENT L-T Loblaw Companies Ltd Market Call (BNN TV) 2017-06-16 $72.790

The Amazon (AMZN-Q) acquisition of Whole Foods (WFM-Q) brings into question the whole food retailing business in North America. More so immediately in the US, but also in Canada. His desire to be in this business has gone down to zero.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
BUY on WEAKNESS L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2017-06-16 $72.790

Before today, this is a name that typically traded between 18X and 15X, and currently is around 17X. You want to buy it more towards the lower end of the range at about 15X. With the news on Amazon’s acquisition, you are probably going to be able to get it at around 15X. Q1 was a real nice beat. Their growth margins were up very sharply and EPS rose 9% year-over-year. They hiked their dividends and they have a stock repurchase going on.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
BUY on WEAKNESS MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-06-16 $24.090

The 10 year US bond yields hit 2.6% and went back down to about 2.15%. Lower interest rates are not good for this company and they also have some energy exposure. What is good, is that it is trading at about 5% lower than its peers. Also, has a good growth rate of about 8% and has US$ tailwinds. If you can get this at $23, you should be good.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-06-16 $57.300

There are concerns with border tax and NAFTA uncertainty. This in all likelihood should do very well. Has a very nice growth rate of over 11% over the next couple of years. Very cheap relative to its peers. The US guys trade at around 10X and this trades at around 7.8X. Great balance sheet. He likes when underappreciated names get tossed around like this. He is looking for upside in the next 12 months.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Yes View
BUY NA-T National Bank of Canada Market Call Tonight (BNN TV) 2017-06-16 $54.000

This has Québec exposure and a little more energy exposure. Banks are a level now where he is fairly bullish on them. He would dip his toe in the water right now. Dividend yield of 4.3%.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
COMMENT NII-T Norsat International Market Call (BNN TV) 2017-06-16 $14.950

This is in the middle of a takeover. There is a Chinese and an American company that want to buy it. It is more of who is going to win, as opposed to whether it is a good or bad company. There are also politics involved.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK PFE-N Pfizer Inc Market Call (BNN TV) 2017-06-16 $32.970

Pharmaceutical stocks in general have not being great performers because of worries about drug pricing and patent cliffs. This is a company that has faced patent cliffs in the past and currently. The way the industry normally responds to this is by developing new drugs themselves to replace what they are losing, or making acquisitions of companies that have promising drugs. Dividend yield of 3.9%. (Analysts’ price target is $37.)

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK PKI-T Parkland Fuel Corp Market Call (BNN TV) 2017-06-16 $30.310

(A Top Pick June 17/16. Up 42%.) Fuel distribution across Canada with a bit in the US. They are in the propane distribution business and home heating fuel business, and have recently just bought a refinery. They have even more room to grow, because there are a lot of urban markets that they are not in yet. Still a Buy.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK PWF-T Power Financial Corp Market Call (BNN TV) 2017-06-16 $33.160

A financial services holding company. It holds a controlling interest in Great West Life (GWO-T), IGM Financial the big mutual fund company, and a number of European assets through Pargesa. It has a history of raising its dividend on a regular basis. This has been under pressure, because its biggest holding, Great West Life, has been under pressure because of a few short-term issues that have cropped up. Dividend yield of 5%. (Analysts’ price target is $36.)

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK QSR-T Restaurent Brands International Market Call Tonight (BNN TV) 2017-06-16 $80.460

(A Top Pick June 17/16. Up 47%.) Saw a lot of growth at the time it was not reflected in the price. It was an iconic brand with a lot of catalysts. Sees it growing at 20%, and he models 11% EPS growth. Expensive at 31X, but still cheaper than its 4-year average. Still a Buy.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Yes View
TOP PICK RUS-T Russel Metals Market Call Tonight (BNN TV) 2017-06-16 $25.070

This is part of infrastructure and energy recovering. Q1 EPS beat by 30%. He is fairly bullish on steel prices. They have a competitive advantage being Canada’s largest distributor. He models earning recovering by 55%. They also have a pretty good balance sheet. Dividend yield of 6.1%. (Analysts’ price target is $31.)

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Yes View
PAST TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2017-06-16 $93.550

(A Top Pick June 17/16. Up 26%.) The catalyst on this was a big Short interest as speculators felt that Canada would really fall apart. He still sees this growing at 4.5% over the next couple of years. It is outperforming its peers on an operating leverage, even without restructuring. Had a very solid print on Q2. This is at a level where you could start adding to it now.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Yes View
COMMENT SCC-T Sears Canada Market Call (BNN TV) 2017-06-16 $0.770

The “walking dead”. A hedge fund manager took control of Sears in the US, which owns Sears Canada as well as Kmart, and didn’t put a nickel into modernizing stores or keeping them up in any way over the years. Thinks the stock goes to zero.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY on WEAKNESS SIA-T Sienna Senor Living Inc Market Call Tonight (BNN TV) 2017-06-16 $17.790

Senior living accommodations are long-term winners. This has a much lower growth rate at about 2.5% than Chartwell (CSH-T) at about 5%. Trading at around 13X, well above its five-year average at about 12X. Also, its balance sheet is a little more levered. If you own this, that’s fine, but he wouldn’t be putting new money into the name right now. He would rather go with Chartwell.

Greg Newman CANADIAN DIVIDEND & DEFENSIVE STRATEGIES BULLISH Unknown View
PAST TOP PICK SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2017-06-16 $52.810

(A Top Pick June 17/16. Up 4%.) This would have been up more, but it is in the midst of making an acquisition in the UK. The acquisition will give them more worldwide exposure, and lessen their dependence on the energy industry. This is still a Buy.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2017-06-16 $19.730

His feeling towards commodities in general is that they got overdone in their run up and their downside risk. You are starting to see that both in commodities in general and in this company. A good company, but he has no desire to own it.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
HOLD TRP-T TransCanada Corp Market Call (BNN TV) 2017-06-16 $63.460

An interesting time to be in the pipeline business in Canada, because after being viewed as a growth stock, they are now viewed as “don’t touch” because of all the uncertainty. It’s a good company.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-15 $0.020

Markets.  Economies are looking pretty good around the world.  Things are improving and it is not just contained to the US.  Everything is in expansion mode in the US.  Emerging markets are stabilizing.  We are seeing instability in oil.  Canada is saying the economic recovery is broadening to other sectors.  She is encouraged that corporate profits in those areas are improving.  Low energy prices are keeping inflation low.  Multiples are high, but corporate profits are coming through.  Second quarter profits should continue.  She forecasts 10-11% profit growth in S&P going forward.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-15 $0.020

Gold.  She is very low in terms of gold exposure because inflation is very benign right now.  The US$ is quite strong right now.  Volatility is quite low and near historic lows. 

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-15 $0.020

Marijuana IPOs.  It is not a sector she is looking at because it is news and momentum driven.  If companies can go public, they are probably taking advantage of the environment.  There is not a lot of fundamental data to work on.  Momentum is based on the assumption that recreational use gets legalized.  It is hard to model out who is going to be winning going forward.  The ETF in the sector creates momentum in stocks and it does not differentiate which ones are attractive.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-15 $0.020

Market. You can’t look at the market in a vacuum, you have to look at it relative to interest rates. Interest rates are low and are probably going to stay low for another couple of years. GIC rates are probably 2.5%-2.75%. When you buy a GIC from the bank, ultimately you are just borrowing money from them. Instead, why don’t you own the bank? You are going to get a dividend rate of 3.5% to 4.5%. You get a much better yield on equities than you can on fixed income investments. Banks are not cheap, but also not wildly overvalued. Thinks there will be some pickup and growth in the US economy, and the Canadian economy will benefit from that, and we won’t be hurt by NAFTA.

Richard Croft OPTION STRATEGIES & E.T.F.S BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-15 $0.020

Canadian $? A lot of this is oil. The Canadian dollar has been punished enough. It could stay between $.73 and $.77. He doesn’t see a lot of movement, either upside or downside. Longer-term, rates will be going up.

Richard Croft OPTION STRATEGIES & E.T.F.S BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-15 $0.020

Marijuana? Remember this is going to be regulated, so think of it like you would think of beer and alcohol sales. Secondly, there is probably going to be a level of profit margin, with limits on how much money they can make. From that perspective, there is going to be a lot of competition and a lot of regulations around it. It is not the investment people think it is going to be, and the returns will be quite mellow.

Richard Croft OPTION STRATEGIES & E.T.F.S BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-15 $0.020

How to determine if an option bid/ask is overpriced? The idea that the option’s price has a certain value as a percentage of the stock price, has to do with the volatility assumption on the option. If a Call Option is 10% of the value of the stock price, and there is another Call Option on another stock that is 5% of the value, that simply tells him that the 1st stock is more volatile and higher risk than the 2nd one.

Richard Croft OPTION STRATEGIES & E.T.F.S BULLISH _N/A View
HOLD AAPL-Q Apple Market Call (BNN TV) 2017-06-15 $144.290

The next iPhone is part of the run up as part of their off shore cash that may be repatriated if Trump comes through.  It would be a one-time boost to the balance sheet.  She would prefer to see more avenues of growth.  Basically phones are just replacement demand.  She is not sold as a growth story.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY Unknown View
BUY on WEAKNESS ABT-N Abbott Labs Market Call (BNN TV) 2017-06-15 $48.120

She continues to hold it and likes it.  They have done well this year so she would wait for a pull back to add to this position.  They are good at taking costs out.  They always increase their dividend and it should continue.  A good core holding.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY Yes View
BUY AGU-T Agrium Market Call (BNN TV) 2017-06-15 $122.190

She likes it and owns it. This is her exposure in that space.  It is the increasing demand for nutrients in emerging markets.  Also, they have a retail operation that protects them went prices turn down.  They are merging with POT-T when potash prices are near trough levels.  She likes the space.  The industry is consolidating.  There is increasing demand on nutrients. 

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY Unknown View
COMMENT BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-06-15 $135.080

He likes this company. They just came out with a presentation to financial analysts, and the numbers caught everybody by surprise. They were staggered by the accelerating growth rate the company was talking about. They have a tremendous in with China, and the options are quite illiquid because they are pretty volatile, so you get a nice premium for it.

Richard Croft OPTION STRATEGIES & E.T.F.S BULLISH Yes View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2017-06-15 $23.540

She has WFC-N.  The expectation was very high that rates would be raised yesterday.  The yield curve is flattening rather than increasing.  WFC-N was not hit as hard during the banking crisis.  BAC-N should be slowly improving their dividend.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY No View
TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-06-15 $59.330

*Covered Call*. This company has very good dividends which they continue to raise. You write a Call, pick up a little extra income on the stock. This is just a pure income play in your portfolio. Rather than buying the bond, he would use something like this. (AnalystsTarget: $62.)

Richard Croft OPTION STRATEGIES & E.T.F.S BULLISH Yes View
WATCH BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2017-06-15 $52.810

That whole group has done very well and she would expect it to continue.  She is watching the parent company with the idea of entering.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY No View
WATCH CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-06-15 $68.270

It is on her watch list.  It has made good acquisitions and good growth, but she would not enter it right now.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY No View
WATCH CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-06-15 $106.000

CIBC is not one of the three she owns broadly.  They have been primarily domestic.  It was hard to see above trend growth. They recently acquired a US bank and so we will have to see how they do.  They got out of the US previously.  As a group she like them as they have pulled back recently.  The improving Canadian economy will be positive for Canadian banks.

Christine Poole NORTH AMERICAN - LARGE BULLISH on NORTH AMERICAN ECONOMY No View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-06-15 $31.580

He likes this stock. Has used it in his pools in terms of selling Put options against it, because it is one of those stocks that is normally relatively stable. He would consider writing a Put option out to September/October. The bottom line is, he is not wildly bullish on the company, but thinks it is probably not going to go a lot lower.

Richard Croft OPTION STRATEGIES & E.T.F.S BULLISH Unknown View
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