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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
  
BUY BCE-T BCE Inc. Market Call (BNN TV) 2015-03-20 $52.990

The media side will be affected by what’s happening with the CRTC but it is too early to gauge how much it will hurt them.  He believes it will be only slightly negative for BCE-T.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-03-20 $63.460

He is thinking of adding to his position.  It is the only Canadian bank be owns.  They have more of their operations outside of Canada than any other Canadian bank. 

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-03-20 $136.050

(Top Pick Mar. 21/14, Up 48.83%) Canadian multinational.  Bought part of Avery last year and it turned out to be great.  95% of revenue is non-Canadian.  As customers around the world expand, they go with them.  Low multiple and the dividend grows a lot.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
SELL CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2015-03-20 $18.410

In about a year or so there will be an option to pick and pay for the cable channels you want.  This throws in all kinds of uncertainty.  Because CJR.B-T derives most of their revenue from pay channels, there is lots of uncertainty as to whether they can keep their revenues up.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Unknown View
PAST TOP PICK COS-T Canadian Oil Sands Market Call (BNN TV) 2015-03-20 $9.850

(Top Pick Mar. 21/14, Down 53.17%)  He actually made a little money when he sold it in August.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
HOLD CTC-T Canadian Tire Corporation Ltd Market Call (BNN TV) 2015-03-20 $234.000

Has had a phenomenal run.  It was not affected by Target coming into Canada.  The vast majority of what they sell is imported from the US so the fall in the Canadian dollar will squeeze margins are cause price increases.  Be cautious on this one.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Unknown View
HOLD DHX.B-T DHX Media Market Call (BNN TV) 2015-03-20 $8.910

They just have the one network – Family channel.  When Canada has Pick and Pay for cable channels, they will not be hit as hard because they have markets other than Canada. 

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Unknown View
TOP PICK ELY-N Callaway Golf Market Call (BNN TV) 2015-03-20 $8.580

It is a turnaround story.  The ones that do work usually take longer than people expect it to but the benefits are then usually bigger than people expect them to be.  Improved balance sheet, distribution, manufacturing, and product line and the company is gaining market share against the compeition.  Last year they were hurt by a bad winter and spring and half their revenue is outside the US so the strong US dollar has hurt them.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
HOLD ENB-T Enbridge Market Call (BNN TV) 2015-03-20 $60.900

Income stock.  The dividend keeps going up and there is no reason to not keep owning this stock.  TRP-T is his preferred pipeline but he keeps ENB-T for clients who own it.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
HOLD IFP-T Interfor Corp Market Call (BNN TV) 2015-03-20 $17.900

He sold part when it peaked a few months ago.  He still thinks the US housing market is in its infancy.  Forest products peak in the May/June timeframe, normally. The best balance sheet in the industry.  They benefited from the Canadian dollar coming down.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
PAST TOP PICK KNEBV-OMX Kone Oyj Market Call (BNN TV) 2015-03-20 $0.000

(Top Pick Mar. 21/14, Up 49.94%) Based in Finland bit sold on t pink sheets in the US.  They are very big in China and Toronto.  Servicing the elevators and escalators is the high margin part of the business.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE No View
BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2015-03-20 $133.480

2 for 1 stocks split next Thursday.  He thinks they don’t mean anything.  Auto and auto parts companies are cyclical and never get the big multiples.  It is a very well run company.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE No View
HOLD MRE-T Martinrea Market Call (BNN TV) 2015-03-20 $12.960

It is more controversial than MG-T because it is smaller and they had some issues in the past with earnings and the executive.  It’s doing well so he would keep it here.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE No View
BUY SLF-T Sunlife Financial Market Call (BNN TV) 2015-03-20 $40.880

The attraction is that there are two real businesses:  The money management side and the insurance side.  Life insurance companies will be beneficiaries if and when interest rates go up. 

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
TOP PICK SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-03-20 $40.820

Highly volatile stock but everything in it is old news.  The latest thing to hurt them were criminal charges from the RCMP based on what happed to them in the past.  Canadian law states if you are a company and convicted, you can’t bid on government work forever.  The company has not been convicted yet.  This is an election year in Quebec and this is a Quebec company.  He thinks this law will likely be changed.  They raised their dividend and companies in trouble don’t raise their dividend.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
HOLD T-N A T & T US Market Call (BNN TV) 2015-03-20 $33.230

This one and Verizon dominate the US market.  He used to be there but got out.  Lots of money has to be spent where the company may or may not get a return on it.  The big dividend stocks are vulnerable if and when rates start to go up.  It is okay but he would not rush out to buy it.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE No View
DON'T BUY TAP-N Molson Coors Brewing Company Market Call (BNN TV) 2015-03-20 $74.570

Was a great stock and they have a good European presence but we have probably seen the best from them.  They are not gaining much market share.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Unknown View
HOLD TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2015-03-20 $18.880

The only mining company he owns for his clients.  The stock is under pressure because met. coal has been under pressure.  The dividend is covered okay right now but could get cut in the future.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE Yes View
BUY V-N Visa Inc. Market Call (BNN TV) 2015-03-20 $67.410

This is a play on consumer spending.  As the US economy has started to do better, V-N has done better.  The same applies to Europe.  It has been a fabulous stock.  Loyalty cards are tending to switch to Visa or Mastercard.  These two companies dominate the credit card world and this won’t change any time soon.

Norman Levine NORTH AMERICAN - LARGE BULLISH on EUROPE No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-19 $0.020

Markets.  What the Fed did yesterday was positive for markets.  It takes the unemployment and inflation rates into account.  Growth is not robust and the US dollar is slowing down exports and earnings from companies from exporting US companies.  It is a good environment for finding companies but you have to be selective.  Mid to small cap stocks are starting to do well and high yield bonds are starting to do better.  Healthcare companies are doing well, but most are growth by acquisition stories. 

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-03-19 $0.020

Markets.  Policy divergence is going to be a key theme for the next several years.  If rates go up it is a signal that the economy is doing better.  Use any pullbacks or dips in the US as buying opportunities.  The US completed a deleveraging process for corporations and consumers.  Corporate profitability should continue to go up.  You have to watch the currency risks in Japan and Europe and you should hedge.  You are earlier in the deleveraging process and that includes governments.  In Canada you look at companies that benefit from a stronger US dollar. 

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN _N/A View
BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2015-03-19 $42.740

(Market Call Minute) middle of the pack in his stock list.  A reasonable opportunity this year.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
PAST TOP PICK AIG-N American International Group Market Call Tonight (BNN TV) 2015-03-19 $55.650

(Top Pick Mar 27/14, Up 13.66%) 70% of income is from investments.  It has not done as well as he thought it would as interest rates went down.  Recent downturns were due to interest rate drops.  He has confidence that they will increase earnings 5-10% and then the stock should get re-rated.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
WATCH AVO-T Avigilon Corp Market Call (BNN TV) 2015-03-19 $21.030

The high definition system means you need fewer cameras, less wiring and it costs less.  They are expanding into other markets including the US.  They have a great opportunity.  It is a growing market.  He expects an attractive return.  Watch for results in May.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
BUY AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2015-03-19 $14.820

He would be adding to it here.  It was punished because of western Canada exposure but it is overblown.  They also have 25% US exposure.  This is a good entry point.  80% payout ratio.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
WATCH BAD-T Badger Daylighting Market Call (BNN TV) 2015-03-19 $26.480

They have moved into the states and are branched out away from oil and gas.  Latest earnings have done quite well.  If they got listed on the US exchange it would give a higher profile to the company, however would not attract institutional investors as it would only be .75 billion capitalization.  A good core long term holding and it may be time to get back into it.  Watch for it to get to a technical break out.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
PAST TOP PICK BOX.UN-T Brookfield Office Properties Ltd Market Call Tonight (BNN TV) 2015-03-19 $29.660

(Top Pick Mar 27/14, Up 17.96%) The highest quality office properties in Canada.  When leases come up for renewal they are getting 15% increases in the rents.  He is hanging on.  BPY may buy it in 12 to 18 months. 

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
BUY on WEAKNESS BXP-N Boston Properties Market Call Tonight (BNN TV) 2015-03-19 $141.150

High quality office assets in the US and he is comfortable hanging on to it.  They have redevelopment going on that should bump up the share price.  Hang on to it if you own it.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
BUY on WEAKNESS CHR.B-T Chorus Aviation Inc Market Call Tonight (BNN TV) 2015-03-19 $5.910

He is looking at it.  The dividend is sustainable.  It operates planes on behalf of Air Canada.  It passes through costs to Air Canada so you don’t have to worry about operating costs.  The balance sheet is in good shape and valuation is reasonable.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
PAST TOP PICK CLS-T Celestica Inc Market Call (BNN TV) 2015-03-19 $14.510

(Top Pick Jun. 10/14, Up 11.79%) There are good long term growth prospects but he got out because it did what he wanted it to do for him.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE Yes View
HOLD COP-N ConocoPhillips Market Call Tonight (BNN TV) 2015-03-19 $62.760

Dividend is sustainable.  They have up and downstream operations.  He would be concerned about commodity prices affecting it. 

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2015-03-19 $28.210

He likes the name.  The sustainability of the dividend is a call on the price of oil.  They hedged a good chunk of their production for 2015.  The dividend would not be safe if oil hovered around $40.  He thinks oil will go back up to $50-60 by the end of the year.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
BUY CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2015-03-19 $12.220

Seniors housing play.  Just sold off their US assets.  Some think the value was not as good at it could have been.  Will repatriate the funds back into Canada.  This year there will be a good supply/demand balance.  He would add to it here.  The dividend is sustainable.  They have a dominant share in Canada.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
TOP PICK CSU-T Constellation Software Inc. Market Call (BNN TV) 2015-03-19 $446.000

Record high today.  Has had an incredible run.  Growth is still impressive.  Organic and growth by acquisition.  3% free cash flow yield and 19% return on assets.  The stock is less volatility than others on the market.  20% growth expected this year and 22% next year.  1.14% dividend yield.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE Yes View
DON'T BUY D.UN-T Dream Office REIT Market Call Tonight (BNN TV) 2015-03-19 $26.020

The office sector is not one he really loves.  There will be an increase in supply.  Thinks you will see pressure on rents and on occupancy, so avoid it.  The dividend is sustainable.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
PAST TOP PICK DEE-T Delphi Energy Corp. Market Call (BNN TV) 2015-03-19 $1.150

(Top Pick Jun. 10/14, Down 68.78%) He ended up with a small holding.  They are a great operator but their ability to continue to drill has been impacted by the price of oil. 

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE Yes View
WEAK BUY DIR.UN-T Dream Industrial REIT Market Call Tonight (BNN TV) 2015-03-19 $9.030

Prefers Pure Industrial REIT.  DIR.UN-T are externally managed which means they are motivated to pull the trigger on acquisitions rather than looking at quality.  Pure Industrial is internally managed and just got added to the index.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
COMMENT DRG.UN-T Dream Global REIT Market Call Tonight (BNN TV) 2015-03-19 $9.610

German real estate.  He didn’t buy initially because of the single tenant risk but they now have diversified away from that single tenant risk.  His remaining concern is that the German leases are getting renewed at lower rents.  It is still decent value here.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
PAST TOP PICK ET-T Evertz Technologies Ltd. Market Call (BNN TV) 2015-03-19 $16.470

(Top Pick Jun. 10/14, Down 1.09%) He is out of it.  Has free cash flow and pays a dividend but it does not trade enough and so it got booted out of the index.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
WEAK BUY FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-03-19 $39.070

He sees some upside.  You get stable growth in earnings and cash flow.  It is reasonably valued.  It is interest rate sensitive.  People pile into it if they want consistency in dividends and dividend growth.  Total return should be 5-8%, including 3.5% dividend.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
DON'T BUY GPS-X BSM Technologies Market Call (BNN TV) 2015-03-19 $1.200

They acquired a couple of different companies to offer a broad product offering to rail.  Earnings growth is expected to decline and then rebound.  They are spending money to expand into the US.  You have a fairly fully valued stock.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
WATCH GXI-T Guestlogix Market Call (BNN TV) 2015-03-19 $0.880

Near the bottom of his database.  The market expected a 4 cent loss last year.  It is a recurring revenue model with devices in airlines and trains.  New management is turning the company around and he thinks it is now an opportunity if they can hit the numbers.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
TOP PICK HOG-N Harley Davidson Market Call Tonight (BNN TV) 2015-03-19 $61.180

Likes it because the valuation is a lot more compelling than it has been.  The stock came under pressure with concerns of a higher US weighted dollar.  He thinks the concerns are overblown.  It is consumer spending and household formation in the US that will drive it.  The entry point is very attractive.

$90-$100 Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
HOLD IB-X IBC Advanced Alloys Market Call (BNN TV) 2015-03-19 $0.100

They are developing an optical system for Lockeed.  They have two sides of the business and then the existing one that has huge unused capacity in their factory.  They may need a second smelter system for redundancy and as a result people are waiting for a financing.  Once they get it you will see an improvement in the stock over the next couple of years.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
TOP PICK IIP.UN-T InterRent REIT Market Call Tonight (BNN TV) 2015-03-19 $6.270

Likes the apartment sector in Canada.  Shorter leases and about 40% turnover so with inflation you can capture higher rates.  Rock solid balance sheet and they just made a major accretive acquisition – a redevelopment play.  You are buying at a discount and you will get dividend growth.  They make improvements and get above guideline rent increases.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
BUY on WEAKNESS INN.UN-T InnVest Reit Market Call Tonight (BNN TV) 2015-03-19 $5.680

This has been a turnaround story.  They got rid of some underperforming properties and then were to use the funds to get better quality properties.  The selloff is primarily people getting concerned about the Canadian economy.  Lease terms on a hotel are literally one day.  There will be growth because we have a lower loonie.  He would take a hard look if it was $5.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
PAST TOP PICK KRFT-Q Kraft Foods Group Market Call Tonight (BNN TV) 2015-03-19 $61.300

(Top Pick Mar 27/14, Up 14.50%) This is the domestic play.  It has an attractive dividend.  Earnings growth can accelerate in 2015.  They are focused on optimizing (consolidating) their portfolios of products and focusing on the ones that make them the most money.  They should get bigger margins in 2016 and the stock should get re-rated.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
HOLD MITT-N AG Mortgage Investment Trust Inc Market Call Tonight (BNN TV) 2015-03-19 $18.530

Mortgage REIT.  They borrow on the short end and lend on the long end of the curve.  You want to buy them at or below book value.  $0.85 on the dollar at present.  The stock price reflects the flatness of the yield curve.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
WATCH NLN-T Neulion Market Call (BNN TV) 2015-03-19 $1.070

University and college basketball games in the US primarily.  Thinks it will continue to do well.  It pulled back but now it is moving back to recent highs.  Thinks there is an opportunity for them to do better.  He is following it and will possibly establish a position.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
SPECULATIVE BUY NLY-N Annaly Capital Management Inc. Market Call Tonight (BNN TV) 2015-03-19 $10.700

You want to buy when it is at a discount to book and it is now at $.80 on the dollar.  These mortgage REITs have a habit of cutting the distribution if the rates flatten.  Not a bad one to own if you want to take a flyer and get a decent yield.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
BUY NRG-T Alter Nrg Corp. Market Call (BNN TV) 2015-03-19 $2.200

(Market Call Minute) Snapped back today on optimism that they announced some long overdue contracts.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE Unknown View
WEAK BUY NWH.UN-T Northwest Healthcare Property REIT Market Call Tonight (BNN TV) 2015-03-19 $23.670

He likes the medical office space.  They are merging with Northwest international.  There is currency risk now, but the German properties are really great.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
DON'T BUY PAR.UN-T Partners REIT Market Call Tonight (BNN TV) 2015-03-19 $3.500

It is highly leveraged and the payout ratio is close to 100%, recently they cut the dividend and there was management turnover.  There were a lot of complicated transactions, some of which were not arm’s length.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN No View
BUY on WEAKNESS PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-03-19 $1.420

Has had a good run.  There is still lots of opportunity.  Organic growth of 20%.  Continues to grow by acquisition also.  Looks like it still has good news to come.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE No View
SPECULATIVE BUY PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2015-03-19 $2.680

Just announced the concluded of their safety tries of their drug PB4050.  Expect to start phase 2 trials in April.  In 2016/17 the results of a protein extraction business should be significant.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE Yes View
WATCH QST-X Questor Technology Market Call (BNN TV) 2015-03-19 $2.320

Has been a disappointment due to oil.  Earnings estimates went up by 23% over the last 90 days.  They need to get contracts over the next 12 months.

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE Yes View
TOP PICK R-N Ryder System Inc. Market Call Tonight (BNN TV) 2015-03-19 $96.990

At a decent valuation and it touches every aspect of the US economy, which will do well.  It is an alternative to railway stocks.  They have a sizeable fleet.  They are the largest operator in the US.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Yes View
BUY REI.UN-T RioCan Real Estate Investment Market Call Tonight (BNN TV) 2015-03-19 $27.920

There are opportunities with Target leaving.  Buy it here because it has a very high quality portfolio.  73% of properties are in Canada’s 6 largest cities.  The properties are where the people are.  Their balance sheet is strong and they have a great development pipeline.  5% yield.

Andy Nasr NORTH AMERICAN DIVIDEND & REITs UNKNOWN Unknown View
BUY ROI-X Route 1 Inc. Market Call (BNN TV) 2015-03-19 $0.045

A top 5 personal holding.  They have their costs in Canadian dollars and their revenues in US dollars.  They are improving approximately 20% because of declining currency.  The catalysts are getting a large number of clients.  They are already profitable and they have cash in the bank.  They are hoping for increased sales to the US government.  They don’t have stiff completion. 

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE Yes View
COMMENT SCR-X The Score Inc. Market Call (BNN TV) 2015-03-19 $0.660

10 million subscribers.  The true users may be close to half of that.  Can they turn that client base into free cash flow?  They will benefit from the unbundling of channels as enforced by the CRTC. 

Robert McWhirter CANADIAN & TECHNOLOGY SELECTIVE Unknown View
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