stockchase picture

Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

Print Export
Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-17 $44.500

(Top Pick Apr 17/13, Up 35.19%) A frustrating name but two weeks ago announced success with an asset.  Finally people are caring about the company.  Re-ratings are taking place in the market place and soon will be done by analysts.

Eric Nuttall OIL & GAS BULL on OIL & GAS Yes View
COMMENT DML-T Denison Mines Corp Market Call Tonight (BNN TV) 2014-04-17 $1.670

This is a tricky stock. Very, very choppy. However, it is now showing a nice break out from late 2013, followed by a consolidation with pick up in volume. Potentially a turnaround situation. Chart shows it had a spike on Feb 25 where it was up 9% from $1.50. That was very good and will use that as a bottom. Use the $1.50 as a Stop. He thinks you could expect another $.50 increase from here to about $2.30.

$2.30 Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
TOP PICK GUD-X Knight Therapeutics Market Call Tonight (BNN TV) 2014-04-17 $6.030

Got hit today because they are issuing warrants. Good opportunity to buy in right now. Has a lot of cash. Very interesting fundamental story. Technically it looks very strong as well.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Yes View
HOLD HAC-T HAP Seasonal Rotation ETF Market Call Tonight (BNN TV) 2014-04-17 $14.570

This is a basket of different investments and is actively managed. Other than a couple of quick movements up and down, it has been on a very steady upward track. Looks good and is stable.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
PAST TOP PICK HWD-T Hardwoods Distribution Market Call Tonight (BNN TV) 2014-04-17 $10.600

(A Top Pick Feb 3/14. 6.67%.) This is continuing to do well. The thesis is still there. Getting into a little bit of a consolidation period right now and hopefully it will break out, which would be indicated at around $11 even. Stocks in uptrends tend to consolidate. This one has consolidated for quite a while at around $8.30.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Yes View
BUY LEG-T Legacy Oil and Gas Inc. Market Call (BNN TV) 2014-04-17 $8.490

He bought in again.  The asset quality is very good.  The capital exit by US investors has reversed.  They regained a lot of their lost momentum.  Their wells are hugely economic.  They will reduce leverage on their balance sheet.  He would not wait for it to pull back.

Eric Nuttall OIL & GAS BULL on OIL & GAS Yes View
WATCH LNV-T Longview Oil Market Call (BNN TV) 2014-04-17 $6.770

Consider selling it and putting money into another name.  He is concerned about the overall asset quality in general.  If they showed him they could meet capital efficiency numbers, he would buy the stock.  4.9% distribution.

Eric Nuttall OIL & GAS BULL on OIL & GAS Unknown View
HOLD LRE-T Long Run Exploration Market Call (BNN TV) 2014-04-17 $5.580

Bought assets off Crew Energy last week, but it was not accretive in his mind.  It just added to the inventory.  7.1% yield is a bit rich.  Let it run a bit more, but there are better names for new capital.

Eric Nuttall OIL & GAS BULL on OIL & GAS No View
DON'T BUY MEI-X Manitok Energy Market Call (BNN TV) 2014-04-17 $2.380

They are running out of running room in one of their assets.  He thinks the market does not understand the steps they are taking on other drilling.  So he would not buy it.

Eric Nuttall OIL & GAS BULL on OIL & GAS No View
BUY MGM-N MGM Mirage Market Call Tonight (BNN TV) 2014-04-17 $23.960

This is holding right at the 100 day moving average. On moving averages, when a stock comes down it bounces off of it several times, it is a clear uptrend and we are at that level right now. Be careful. If it drops below $21.50, that is an exit price. His expectation is $30 in the next 6 months.

$30 Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
HOLD NTB-T Neptune Tech & Bioresource Market Call Tonight (BNN TV) 2014-04-17 $2.650

If this drops below $2.40, you want to get out. Use $2.40 as your Stop. Really not a lot of expectation.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
BUY PD-T Precision Drilling Market Call Tonight (BNN TV) 2014-04-17 $14.030

Very interesting chart. Had some problems for several years. Chart shows a slow recovery starting in 2012 and the momentum is increasing, which is very positive. Volume is starting to pick up. The breakout began in February. He would be Buying and using the 50 day moving average of around $12.27 as a Stop. Doesn’t see any strong resistance until you hit around $17-$18.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
DON'T BUY PGF-T Pengrowth Energy Market Call (BNN TV) 2014-04-17 $7.040

New oil field coming in 2015, but for the remainder of this year there is no production growth and they are paying a dividend as well as having increasing debt.  Prefers other names that pay a sustainable yield or have production growth.

Eric Nuttall OIL & GAS BULL on OIL & GAS No View
TOP PICK POU-T Paramount Resources Market Call (BNN TV) 2014-04-17 $57.330

Has a facility coming on stream in 6 months.  This asset will kick off a tremendous amount of free cash flow.  They are in one of the hottest areas in the deep basin in Alberta.  It might get pulled back a little, but he can’t tell you how much momentum is coming from US buyers.  Just because it has been parabolic, that doesn’t mean it has to pull back from here.

Eric Nuttall OIL & GAS BULL on OIL & GAS Yes View
HOLD PPY-T Painted Pony Petroleum Market Call (BNN TV) 2014-04-17 $11.400

Had a huge run off the lows.  They might sell an asset to fund a build out.  Sees strength continuing for Nat Gas price.

Eric Nuttall OIL & GAS BULL on OIL & GAS No View
DON'T BUY PRY-X Pinecrest Energy Market Call (BNN TV) 2014-04-17 $0.170

Strong concerns.  Reservoir has high declines.  They hoped to do water flood, but it did not meet management expectations or those of the street.  Production is falling.  He is not interested.

Eric Nuttall OIL & GAS BULL on OIL & GAS No View
DON'T BUY PWT-T Penn West Petroleum Market Call (BNN TV) 2014-04-17 $10.320

Successfully divested assets in order to lower debt.  Efficiencies are improving.  He struggles with the fact that other names are working very, very well and what PWT are doing will take a long time.  5.5% dividend yield.

Eric Nuttall OIL & GAS BULL on OIL & GAS Unknown View
BUY PXT-T Parex Resources Inc. Market Call (BNN TV) 2014-04-17 $10.890

The stock has more running room.  The management team are conservative guys.  There is some political risk.  Their wells come out very well, but only for 2 or 3 years.  Decline rates worry him.

Eric Nuttall OIL & GAS BULL on OIL & GAS Unknown View
PAST TOP PICK RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2014-04-17 $9.440

(A Top Pick Feb 3/14. Up 39.44%.) This is continuing to do very, very well. Typical of some energy stocks right now.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Yes View
TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2014-04-17 $73.420

He is anticipating a pickup in M&A activity with a shift from bonds to stocks. This tends to be very good, especially for a company like this with their large wealth management component. From 2012 to the present, the chart has had a nice uptrend. It was a consolidation level around the $60 and $70 levels, but it is breaking out. Use $70 as a Stop. He can see this going to $80. Yield of 3.87%.

$80 Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Yes View
BUY SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2014-04-17 $7.060

Chart shows it is coming from a bottom in early 2013 followed by a consolidation and a new breakout. You want to have a Stop at about $5 with an expectation from there of some difficulties at around $9. This looks like a fairly decent opportunity. Use a Stop at about $6 and his expectation is somewhere around the $8-$9 range. Yield of 7.6%.

$8-$9 Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Yes View
HOLD SPE-X Spartan Energy Corp Market Call (BNN TV) 2014-04-17 $4.400

A top holding.  He was lightening up yesterday because they were up 10% recently on news.  Loves the team and asset base.  Remains a large weighting.  It is fairly valued now.  It is a question of new plays they will expand into.  He is monitoring the weighting and selling a little to keep it down to 6%, which is massively overweight.

Eric Nuttall OIL & GAS BULL on OIL & GAS Yes View
BUY SVY-T Savanna Energy Services Market Call (BNN TV) 2014-04-17 $7.940

Bought some recently a week or two ago as a laggard.  Australian operations will not benefit from rising Canadian Nat Gas prices.  But he sees a pretty good catch up trade of 3%.  Not a long term hold for him.

$10 Eric Nuttall OIL & GAS BULL on OIL & GAS Unknown View
BUY TBE-T Twin Butte Energy Market Call (BNN TV) 2014-04-17 $2.470

Had a good move off the lows.  Is a great example of how strong the current market is.  A big seller put up a large volume of stock and it was gone in 4 seconds at market price.  A lot of the easy money is probably made, but the yield is pretty safe.  They hold back on Cap X if payout ratio gets over 100%.  A good long term name for heavy oil exposure.  7.7% yield.

Eric Nuttall OIL & GAS BULL on OIL & GAS Unknown View
PAST TOP PICK TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2014-04-17 $13.640

(Top Pick Apr 17/13, Up 88.86%) Did a consolidation, but fundamentals did so well that it really didn’t matter.  Loves this name.  Hard working and intelligent management.  Pays a dividend and generates excess cash flow so dividend could go up.

Eric Nuttall OIL & GAS BULL on OIL & GAS Yes View
TOP PICK TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2014-04-17 $55.470

(Top Pick Apr 17/13, Up 49.31%) Beneficiary of extraordinary success through the drill bit and strength in Canadian Nat Gas pricing.  They are 50% exposed and the rest is hedged.  More cash flow means more money to spend and it will lead to a higher multiple.  Great management team with heavy ownership and the commodity is helping them out now as well.

$65 Eric Nuttall OIL & GAS BULL on OIL & GAS Yes View
TOP PICK TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2014-04-17 $55.470

Very, very good performance. Set $51 as an exit price. Fundamentally it has a stronger production per share growth than a lot of its peers. Technically it looks very, very strong.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Yes View
HOLD TRI-T Thomson Reuters Corp Market Call Tonight (BNN TV) 2014-04-17 $38.350

Chart shows a 6% drop earlier this year with fairly high volume. Stock has now gone into a new consolidation level of about $37-$38.50. Wouldn’t be holding onto this right now, but would wait for the next move. Has gone up from $27 to $39 which is a pretty good gain. Has the potential to go back down to about $35. If it breaks above $39, he would be a buyer. $37 is a good support level and anything below that is a Sell.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
TOP PICK WCP-T Whitecap Resources Market Call (BNN TV) 2014-04-17 $14.080

One of the most conservative dividend plays in the oil patch.  Just closed an acquisition of assets from Imperial oil.  He really liked it before and now he really, really likes this one.  In 2015 they will spend 85% of their cash flow and grow the dividend.  Yield is 4.93%. 

Eric Nuttall OIL & GAS BULL on OIL & GAS Yes View
DON'T BUY WEF-T Western Forest Products Inc. Market Call Tonight (BNN TV) 2014-04-17 $2.290

This was $1.40 back in October and nearly doubled in a matter of a few months. The current pullback is not unusual. Pullbacks are usually a third to a half and this is very close to that level. This doesn’t look like the downturn has ended yet. We are right at the 100 day moving average level. He thinks on this retracement it will go back down to $2. Keep your Stop level at around $2.15.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
HOLD WFT-T West Fraser Timber Market Call Tonight (BNN TV) 2014-04-17 $48.100

Looking at the dollar weighted trading price to see where most volume occurs, it is $45 even. It bounced off there a few days ago. The next support level is around $41. He would use $45 as a support level and would continue to Hold the stock right now.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
HOLD WSP-T WSP Global Inc. Market Call Tonight (BNN TV) 2014-04-17 $37.250

Almost had a double from back in 2012. Some consolidation in 2013 at around $24, followed by a breakout to where we are now. Looks like it has good potential. He would use the 100 day moving average of $33.70 as a Stop. You might want to consider reducing a little, taking a little bit off, if it goes down to the 50 day moving average of $35.50. Yield of 4%.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS BULLISH on CANADIAN MARKET Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-16 $0.020

Markets. We’ve had almost a 5-year rally since the bottom. About 2 months ago he started trimming positions and raising his cash levels from fully invested to about 15%-20% in cash, looking for a correction. However, there is a real resistance recently to the market trying to go down. When it went down, the NASDAQ went down but the S&P and Dow didn’t follow. Comparing it to the 1987 market, everybody thought the 1987 market was exhausted and would roll over. It went sideways for 6 months and then took off on the upside. We are in a long-term secular bull market that will last decades, not months. Corrections give you opportunities to Buy.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-16 $0.020

Do oil stocks still have legs? The good news in energy is pretty well here with $104 in the oil and about $4.50 in natural gas. He would probably make a switch towards more natural gas. He has reduced his energy component in the last little while. Owns Crescent Point (CPG-T) for the yield.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-16 $0.020

Markets. Looking at the overall markets in the US and Canada, they are trading at about 15 or 16 times this year’s EPS, which is slightly above the historical average of 14+ so they’re not expensive and he is finding them reasonably valued. What is interesting is that there are some sectors that are clearly overvalued. The US tech sector is one example. He is a bottom up investor and likes markets like this because it really appeals to stock pickers.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE _N/A View
PAST TOP PICK AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2014-04-16 $4.820

(A Top Pick April 23/13. Up 0.7%.) The whole sector has gone through a rough patch because of fears of interest rates backing up. Also, 3 senior management have left.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK ABVN-MM Companhia de Bebidas das Amer. Market Call (BNN TV) 2014-04-16 $37.200

(A Top Pick May 2/13. Down 2.08%.) In this one for the great yield. Brazilian market had a wicked year last year. They are having elections this year and the World Cup is in 2 months, which should really kick off beer sales.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
COMMENT AET.UN-T Argent Energy Trust Market Call Tonight (BNN TV) 2014-04-16 $3.000

If you take out DRIP payments, a 77% cut in the yield will not solve their problems. Announced they are going to cut their CapX by about 20%. They really have to start selling some assets.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Unknown View
PAST TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2014-04-16 $47.350

(A Top Pick May 2/13. Up 30.63%.) Has been a good company and a great sector. Thinks that when we start to deliver gas to the West Coast, this could be quite a good winner. While it has had a good run, there is potential for more to come.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
COMMENT ARX-T Arc Resources Ltd Market Call (BNN TV) 2014-04-16 $32.420

Really likes this. When we get pipe to the West Coast and they start taking Montne gas out, this is going to be a beneficiary. Has a great yield.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2014-04-16 $5.810

Came out with quarterly results that brought the stock down from $9 to about $6 very, very quickly. Has been looking at this name. Likes the gaming space in general. There is some liberalization taking place, particularly in the US. There is another smaller Cap name that he thinks is interesting, LasVegasFromHome.com Ent. (LVH-X). It is mobile gambling that he thinks is a real growth industry. Just announced a deal last week where they are launching in Mexico.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
COMMENT BCS-N Barclays Bank PLC Market Call (BNN TV) 2014-04-16 $16.070

Some of these banks are a little sloppy because of a Ukraine situation. Feels there are opportunities in the banks because we have basically been going sideways for so long, but you really have to pick and choose. (See Top Picks.)

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Unknown View
TOP PICK BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2014-04-16 $76.080

(SHORT) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). (See comments under GCG.A-T.)

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
SELL BP-N BP PLC Market Call (BNN TV) 2014-04-16 $48.390

He would redeploy the capital into something else. The big internationals are all over the place and it is hard to analyze them. He would go with something closer to home where you get a better yield. We have great energy companies in Canada and he would buy the local ones.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2014-04-16 $46.520

Lightened his holdings because he thought that when the oil price passed $100, it was getting a little rich and as well, he wanted to reposition oil more to gas. If you think oil prices are going to be steady or higher, this is a good operating company.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
DON'T BUY C-N CitiGroup Market Call (BNN TV) 2014-04-16 $48.180

Trading below BV. There are reasons why the US banks are not recovering the way most people thought they would. The difficulty is that the regulators are now in the business and it is difficult to know what they are going to be allowed to do and how they are going to be able to deploy their capital. (See Top Picks.)

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
COMMENT CFN-T Carfinco Financial Group Market Call Tonight (BNN TV) 2014-04-16 $9.490

Stock has dropped because quarterly results were a little bit disappointing. Also, management talked about competition in the space and it got investors’ attention.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT CHL-N China Mobile Hong Kong Market Call (BNN TV) 2014-04-16 $46.670

Doesn’t own any telcos. He does like the Chinese market and he is a believer in the China story and that it will be successful, so this company will probably perform.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
COMMENT CHR.B-T Chorus Aviation Inc Market Call (BNN TV) 2014-04-16 $3.660

If you are invested in this for yield, he would have a tendency to go for a more blue-chip type situation. It’s in the airlines business so it is very volatile.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-04-16 $62.070

Likes this name. Uses it for hedging purposes because he thinks Canadian Pacific (CP-T) is overvalued where he has a Short position. This has been a very rough winter, so when Q1 results come out for the rails, both Canadian companies are going to have had a pretty tough time. He would not buy before the Q1 numbers.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-16 $43.950

An interesting oil company in that they are almost more of a manufacturer than a “search and find” company. Through horizontal drilling, they have basically got 3 great positions in old oilfields and it is all about capital deployment and operating efficiencies. Feels the dividend is safe. There is enough growth to keep it going. Yield of around 6%.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC Yes View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2014-04-16 $107.480

The best retail stock in Canada. There probably will be a split and there could be a dividend increase. Have done a really good job of managing and running their business.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
TOP PICK CXI-T Currency Exchange Intl. Market Call Tonight (BNN TV) 2014-04-16 $12.700

Starting to get a little bit more recognition, but the key catalyst is that they are going to get a bank license at some point, which really opens up their marketing efforts and also helps to bring down their costs so they can buy directly from central banks. The #3 player in Canada and #4 in North America.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT CXS-T Counsel Corporation Market Call Tonight (BNN TV) 2014-04-16 $1.670

Had a pretty big pull back. There was a fair amount of enthusiasm for the stock this summer so the question is, was that misplaced or not. Finds it to be very attractive at the current levels. Released their results at the end of March which he felt were quite good. There are some competitive pressures within the mortgage lending space. Announced about a year ago that they were going to clean up the business so it is now a holding company that holds one asset, Street Capital, a mortgage lender. Around April 28, you will be receiving shares in Heritage Global, which is currently trading in the US. Management does not know when to sell so leaving the decision to you.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY DSG-T Descartes Market Call Tonight (BNN TV) 2014-04-16 $15.130

Had a great run. Grows at about 15% the year. He likes the recurring nature of its revenue which is at about 90%.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY E-T Enterprise Group Market Call Tonight (BNN TV) 2014-04-16 $1.050

Very much likes the name. Provide a lot of support for infrastructure projects such as pipelines, bridge building, tunnelling, etc. Also, have a division that competes with Badger Daylight (BAD-T) in tunnelling. Good way to play infrastructure and on pipelines. Super cheap trading at about 3.5X EBITDA. Made a series of acquisitions in the last 18 months and have stated that now is the time to integrate the businesses and grow them organically.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2014-04-16 $11.080

Water heater rentals, mainly focused in southern Ontario. Also, have sub-metering which they are expanding. This is for multi-tenant residences such as condos or apartment buildings. They put in meters, allowing the landlord to assign energy usages to individual tenants. Thinks this is a great long-term growth business. Not producing any profits yet. Trading at about 6.5X EBITDA versus the sector at about 10X. 6.5% dividend yield which is very sustainable.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT ENB-T Enbridge Market Call (BNN TV) 2014-04-16 $51.680

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) or both? He would be inclined to take this one, as opposed to the trust, because he would want to have growth going forward. For people who are living off their income, higher yields are attractive but if we get any inflation in the system it is great to have the growth to protect you. From a capital return perspective, if you have growth with a yield, you will outperform the yield itself.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2014-04-16 $26.480

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) or both? He would be inclined to take this one, as opposed to the trust, because he would want to have growth going forward. For people who are living off their income, higher yields are attractive but if we get any inflation in the system it is great to have the growth to protect you. From a capital return perspective, if you have growth with a yield, you will outperform the yield itself.

Rick Stuchberry CANADIAN LARGE & ADRs CAUTIOUSLY OPTIMISTIC No View
TOP PICK GCG.A-T Guardian Capital Group Market Call Tonight (BNN TV) 2014-04-16 $17.200

Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). In 2001 they sold its mutual fund business to Bank of Montréal in exchange for 5 million shares. Have been sitting on the 5 million shares ever since. These holdings plus some of their other listed holdings, actually comes out to $14.25 at the end of the last quarter. Stock is trading at about $16.60-$16.70 and if you strip out the $14.25, the underlying business is trading at about 3X this year’s earnings, ridiculously cheap. There is also a scarcity of independent asset managers, so one day somebody is going to come and take out this company. He has had this trade on since April 2009.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
Showing 241 to 300 of 126,776 entries