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
  
TOP PICK RIO-N Rio Tinto Market Call (BNN TV) 2017-08-16 $45.240

Recently, over the last few weeks, the US Economic Surprise data has started to improve. There have been lots of great economic reports from around the world over the last few weeks. Japan is growing at over 4% for the 1st time in 20 years. He wants to have exposure to that. Basic materials area is an area that has been in favour since 2011. This company is one of the biggest producers of copper, iron ore, met coal and other commodities around the world. They do not hedge their production, so if prices go up, they benefit. Really prudently managed. Almost no debt. Dividend yield of 6.3%. (Analysts’ price target is $52.66.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2017-08-16 $92.960

She likes the banking group as a whole. They really haven’t done much this year. The Canadian economy is improving and rates are slowly rising, which is good for net interest margins. Feels the housing market is moderating and softening, but doesn’t see it collapsing. The bank also has exposure to the US through its acquisition of City National with good opportunities for growth. With a rising rate environment, we should see expanding margins. Dividend yield of 3.7%. (Analysts’ price target is $102.)

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2017-08-16 $53.500

Feels this is transitioning from a very high growth company to a slower growth, and that it is fully valued.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2017-08-16 $25.150

A global leader in pipe coating. They recently reported, and management seems optimistic that drilling activity has troughed. It is rising in North America, and this company is seeing the benefits of that. A lot of their larger projects in 2015 and 2016 were being put on the back burner and delayed. But now they are being asked to bid a lot more larger projects. If you are a long-term investor, you could start picking at this here.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
BUY SHOP-T Shopify Inc. Market Call (BNN TV) 2017-08-16 $119.430

A Canadian play that is in one of the most important themes of a secular long-term shift to web commerce. It provides a platform for small to midsize e-commerce companies. They continue to get stronger. They are so strong that Amazon (AMZN-Q) shut down their competitive product to Shopify. In the last quarter, they went from 400,000 users to 500,000 users, companies selling things on the web. Earnings were up about 85% and revenue is up 75%. The downside is that it is a momentum driven company and trades at a very high multiple of about 10X EBITDA to sales. Realistically, if they were to miss or have a miscue operationally, the stock is going to get hurt.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT T-T Telus Corp Market Call Tonight (BNN TV) 2017-08-16 $44.910

She owns this in a few accounts, but not broadly. Telecoms are not a big weighting in her portfolios. If you are looking for income, this and the other telcos offer a good investment for income. Their yields are safe.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2017-08-16 $63.950

Move some National Bank (NA-T) funds over to this bank? If you want to make a switch, TD makes more sense than National. It has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
WEAK BUY TWTR-N Twitter, Inc Market Call (BNN TV) 2017-08-16 $16.160

Social Media is a force that is going to continue for some time. This has been a really volatile stock because they’ve had a hard time finding the right mix of business to deliver earnings to investors. Years ago it was a momentum stock, but today it is more of a value stock. It has a tremendous number of people that use the service, and you are not paying much for that. They haven’t got the service right yet, but it is a really dominant platform. Technically it made a low in April/16, then rallied and pulled back. It made a higher low in April of this year of around $14. It has pulled back again. There are 2 things that can go right. 1.) They ultimately get the business model right and take advantage of all those users. 2.) Somebody decides to buy the assets and make it more usable. Doesn’t think there is a lot of room to get hurt. Would prefer to focus on Facebook (FB-Q).

David Burrows NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK TXN-Q Texas Instruments Market Call (BNN TV) 2017-08-16 $82.460

(A Top Pick Sept 13/16. Up 25.29%.) For the last 2.5 years, probably the most powerful secular theme in the market has been in technology, specifically 3 big themes of 1) cloud-based computing, 2) software as a service and 3) Internet of things. In the Internet of things, we talk about all the devices that are being attached to the Internet, and this company sells analog chips that go into all these connected devices. This is one you can continue to Buy.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK VII-T Seven Generations Energy Ltd Market Call (BNN TV) 2017-08-16 $17.450

(A Top Pick Sept 13/16. Down 42.91%.) Energy has gone through a shift where the growth in production is going to make it painful for a lot of companies. He viewed this as a trade, not a long-term investment, and exited his position in Jan/17.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
COMMENT WEED-T Canopy Growth Corp. Market Call Tonight (BNN TV) 2017-08-16 $8.910

Doesn’t own any of the cannabis stocks. The problem is, valuation. Market cap on this company is significantly larger than any multiple of sales you can put on it. The sector is still very much news and sentiment driven.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
COMMENT XGD-T iShares S&P/TSX Global Gold Market Call Tonight (BNN TV) 2017-08-16 $12.400

She generally doesn’t buy ETF’s and would normally buy individual gold producers. This one picked up, on North Korea’s and US relations. Typically, if there is increased uncertainty and volatility, that is usually good for gold. Also, if the US$ is weakening, that is good for gold. She has a very low weighting of gold in her clients’ portfolios. Inflation is very benign globally. This is not the environment right now to be heavily into gold.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-08-15 $0.020

Income Investors. Beware of rates for both fixed income and equities. For the last several years there has been a real appetite for yield. Based on demographics, more and more Canadians and Americans have either retired or are close to it. Their #1 objective was generating enough income to maintain their lifestyle that they were used to while working. That is partly why there has been such an inflow into dividend paying stocks. Owning bonds at 2%-2.5% just doesn’t cut it. You need to be really thinking and understanding how interest sensitive your portfolio really is. As a general rule, yield plays are often the most interest sensitive. Many Canadians don’t realize that pipelines, telcos, REITs, utilities, etc. are quite interest sensitive, because this is really the first time they’ve had a meaningful exposure. Going into the first rate hike, with investors having a larger exposure to equities, it is important to understand what the potential is for a portfolio in a rising interest rate environment for fixed income and equities.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-08-15 $0.020

When constructing a portfolio between bonds, Index ETF’s and dividends, which should go in TFSA, RRSP, and nonregistered accounts? There are 2 considerations. The one people look at right away are tax considerations. In a registered account such as a TFSA or RRSP, it doesn’t matter what kind of income/return you generate because they are tax sheltered. Sometimes hold the least tax efficient instruments in their Registered accounts such as bonds, and/or the more tax favourable instruments outside of the registered accounts. He tends not to, because liquidity requirements vary depending on the kind of account it is. If you hold your least liquid assets in registered accounts, you may not want to withdraw from the account which provides you with liquidity. When you withdraw stocks from a non-registered account in a bad market, you have to sell at less than what you generally paid for it. Build a balanced portfolio in all the different accounts, knowing that you will have liquidity when you need it.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-08-15 $0.020

Marijuana stocks? Feels the easy money has been made. If you are getting in it at this point, risk management is more important now than ever, because most of the names have run up considerably. If you have to be in the space, he would buy a few of them, and split up your application amongst a handful.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-08-15 $0.020

Investing in the current market? The challenge is timing the market, which you are not going to be able to do. You have to feel comfortable whenever you buy, so that when times do get bad, you can look at your portfolio and know that you know the business and are comfortable. If there is a correction, for the most part it is widespread and you are going to see a haircut on all names. In a high cash weighting, you sit on the sidelines and watch the market continue to go higher and higher, which has gone on for the last 2 years. The market is expensive if you look at it purely on a P/E basis, compared to where it has been for the last 30 years. However, through stock picking, you can build the portfolio that has a lower P/E ratio than the overall market. Secondly, when you compare the P/E ratio of the market to the last 30 years, it is really only one part of the story, because we have never had interest rates as low as they are in the last 30 years. To quantify how expensive or not expensive the market is, you can look at what the 10 year is paying, and what the average dividend yield of the market is, and see the spread above what you are getting as a yield on the S&P 500 or the TSX, compared to the 10 year. It is quite wide. Leg your money in, which helps you get dollar cost averaging. Also, understand the businesses that you buy.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-08-15 $0.020

Market. The market has been sliding off. Small caps have been particularly static or worse, and large caps not much better. We’ve had strength in the Cdn$ for some time, and that has now rolled over, at least temporarily. US stocks seem to do nothing, but go up. He tends to maintain a view that if a stock does brilliantly well for half a year, it cannot usually do as well in the 2nd half.

Michael Smedley CANADIAN UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-08-15 $0.020

Gold. How do you know when to get in or out as a safe bet? You can’t. There is no way of knowing ever.

Michael Smedley CANADIAN UNKNOWN Unknown View
COMMENT ABX-T Barrick Gold Market Call Tonight (BNN TV) 2017-08-15 $21.110

A very, very large gold company. Attempting to grow is very difficult, whereas a smaller company can, and can even get taken out. The problem is that they all tend to be below the price where you first bought them. Gold has been firming up a little lately. This company would not be his choice.

Michael Smedley CANADIAN UNKNOWN Unknown View
COMMENT AMZN-Q Amazon.com Market Call (BNN TV) 2017-08-15 $982.740

As a replacement for 30% of bonds and RIFs for retirees? Doesn’t think this is the right fit for a RIF or as a replacement for bonds. It doesn’t pay a dividend. It will be significantly more volatile than quality bonds will. He doesn’t own this because it doesn’t pay a dividend.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
BUY BCE-T BCE Inc. Market Call (BNN TV) 2017-08-15 $59.390

Boring, but boring is good. When building a portfolio, this is a name that is difficult to ignore. The steady Eddie of a portfolio giving you a 4.5%-4.7% dividend yield. If you get a 4%-5% share price appreciation, it has done its job. In the last couple of years, it has done better than that, but recently all the telcos have pulled back.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Unknown View
COMMENT BEE-X Bee Vectoring Technologies International Market Call Tonight (BNN TV) 2017-08-15 $0.225

This is at the point of commercialization, and its connections are extremely good in the world of pollination. It is really like a bit of a sideline, and you really need something like a Monsanto that everybody hates, going very bee conscious and buying them. It might do well because something like Monsanto might do well expanding into that territory. This should do better over time.

Michael Smedley CANADIAN UNKNOWN Unknown View
COMMENT BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-08-15 $29.910

A dividend yield of 4.9%, which is quite juicy, considering it is trading on the Canadian market which gives you a dividend tax credit as well. You are going to have to stomach some volatility, because it will be interest sensitive as rates start to rise.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Unknown View
TOP PICK CASH CASH Market Call (BNN TV) 2017-08-15 $0.010

It is reckless to not have some cash on the side. We know that in the summer and fall we have some kind of correction, and it is a good time to have some cash on the sidelines, ready to strike when the time is right.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
COMMENT CBL-T Callidus Capital Corp Market Call (BNN TV) 2017-08-15 $10.670

When buying this kind of investment, you are betting on the individual or management team running it. Whether it is a rough quarter or a good quarter, it shouldn’t change your outlook or long-term view on the business. These kinds of structures are generally focused, and the people running them do a great deal of due diligence before investing. He wouldn’t let a bad quarter derail you from holding it long-term.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
DON'T BUY CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-08-15 $13.950

On “pick and pay”, if you have 3, 4, 5 members in your family, and they’ve all picked and you’ve paid for the channels, you are basically paying as much as you would for a bundle. Thinks it was overblown. Sold his holdings as the first real leg of the recovery for the company has taken place. If you currently own this, you are waiting for the next chapter of recovery. He’ll come back and visit this later. Thinks the dividend should be cut in half, and put the capital to better use.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
COMMENT CRH-T CRH Medical Corp. Market Call Tonight (BNN TV) 2017-08-15 $3.180

A stock that is extremely popular with medical analysts. There has been a bit of a foul-up in performance and the stock has joined the Bear market. He doesn’t get the sense that it is as good as a lot of analysts seem to believe. You also have the setback of the Obama-care saga in the US.

Michael Smedley CANADIAN UNKNOWN No View
PAST TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2017-08-15 $32.090

(A Top Pick May 13/16. Up 26.1%.) Has taken his profits. Looking at their business today, he is not sure exactly which direction they want to transition to. It gives a decent dividend yield. Doesn’t think you will go wrong buying at these prices.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
HOLD CSW.A-T Corby Spirit and Wine (A) Market Call Tonight (BNN TV) 2017-08-15 $21.800

One of the old greats in the liquor world. They distill certain things and have marketing rights to others. They do things overseas. Pays special dividends in January.

Michael Smedley CANADIAN UNKNOWN Unknown View
PAST TOP PICK CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2017-08-15 $153.170

(A Top Pick May 13/16. Up 10.81%.) There is no real reason for the recent pullback. He still likes it and it is cheap. 1.7% dividend yield is fairly light for being an established business. Trading at around 15X. Still buying for new clients.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
COMMENT DR-T Medical Facilities Corp. Market Call Tonight (BNN TV) 2017-08-15 $14.280

Dividend yield of 8% probably holds. They have 3 or 4 outpatient type hospitals in the US. Brought in a younger man when the founder decided to retire, but the younger man retired, possibly due to health reasons. You want to have leadership in place. Under a little margin pressure, but doesn’t think there is any risk to it. He likes the company.

Michael Smedley CANADIAN UNKNOWN Unknown View
BUY FCR-T First Capital Realty Market Call (BNN TV) 2017-08-15 $19.640

Doesn’t own any REITs at this time, but if he were to own one, this would be the one. Likes the way they are running the company and the acquisitions they’ve made. They are in the prime areas where it is difficult to get real estate anymore. They have a serious footprint in Yorkville which arguably, price per square foot, is the most valuable real estate in Toronto.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
WAIT GE-N General Electric Market Call (BNN TV) 2017-08-15 $25.140

The last few years has been very busy. Did a great job in selling off the GE Capital assets in order to become a pure industrial play. With the big acquisitions they’ve made, he was cautious, because any time a company is doing a huge acquisition, there are a lot of integration risks and it takes time to digest it. Now, with a Baker Hughes acquisition floating around, he would be hesitant. Wait until the dust settles.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
COMMENT GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2017-08-15 $8.350

There is tremendous competence on the part of Jonathan Goodman. You have to be patient with this to get the same return that you got from his previous Paladin Labs company. He is very good with his skills, connections and financing ability for future products that come his way. Unusual investments in funds that are in the pipes of products he is interested in.

Michael Smedley CANADIAN UNKNOWN Yes View
COMMENT HLF-T High Liner Foods Market Call Tonight (BNN TV) 2017-08-15 $14.500

They restructured and got rid of their fleets, and went into processing fish foods. It did extremely well. There was some publicity lately and he feels it is in a bit of a struggle. Just appointed a new CEO.

Michael Smedley CANADIAN UNKNOWN No View
PAST TOP PICK JKPTF-5 Jackpot Joy PL Market Call Tonight (BNN TV) 2017-08-15 $11.000

(A Top Pick Aug 19/16. Up 11.11%.) (Formerly Intertain) This is probably going to be very, very successful in London, once it can get recognized.

Michael Smedley CANADIAN UNKNOWN Yes View
PARTIAL BUY JNJ-N Johnson & Johnson Market Call (BNN TV) 2017-08-15 $133.380

This has had fairly low volatility. They are diversified between Pharma, consumer products and medical devices. Diversity helps them, but also hurts them in that it is difficult to focus on 3 business lines that are quite different. It has had a decent year, up about 15% year to date. Trading at around 19X, and you are getting a 2.5% dividend yield. Just made a large acquisition, so you may want to wait to see how that is digested. Consider buying only a half position now.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
COMMENT KNT-X K92 Mining Inc Market Call Tonight (BNN TV) 2017-08-15 $0.640

Located in Papua New Guinea. It was opened by a renowned man who searched the world with his renowned team as to which project to start up. They settled on this as the best assets in the ground in the Gulf sector. Have been making some good discoveries.

Michael Smedley CANADIAN UNKNOWN No View
TOP PICK KXS-T Kinaxis Inc Market Call Tonight (BNN TV) 2017-08-15 $68.190

A giant in software. A highly specialized company dealing very, very big in Fortune 500s, etc. You get a tiny piece in the 2nd half of the year on margins and a suspended disputed major client in the far east. (Analysts’ price target is $85.)

Michael Smedley CANADIAN UNKNOWN Yes View
COMMENT LULU-Q LuLulemon Athletica (US) Market Call Tonight (BNN TV) 2017-08-15 $59.500

This has had a very strange existence where it has been absolutely supreme in the pricing of its garments. Extremely limited in its colours, but very special materials. It has another side which has rarely been seen in public. The company has been volatile, but has a tremendous capacity for expansion globally.

Michael Smedley CANADIAN UNKNOWN Unknown View
BUY NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-08-15 $53.560

Still buying for new clients, but if your portfolio holds more than 5%-10%, he would be hesitant to add.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
PAST TOP PICK NTDOY.PK-OTC Nintendo Company Ltd. Market Call Tonight (BNN TV) 2017-08-15 $0.010

(A Top Pick Aug 19/16. Up 67.7%.)

Michael Smedley CANADIAN UNKNOWN Yes View
COMMENT PBH-T Premium Brands Holdings Corp Market Call Tonight (BNN TV) 2017-08-15 $99.630

The sandwich kings of British Columbia. It is into the world of professionals and non-professionals who are moving fast who want to buy some nice prepacked sandwiches.

Michael Smedley CANADIAN UNKNOWN Yes View
COMMENT PEP-N PepsiCo Market Call (BNN TV) 2017-08-15 $118.970

Within this overall space, there is no rush to buy the name. The carbonated soft drink industry is not growing. Trading at 23X, which is not cheap. About 50% of revenue is coming from noncarbonated soft drinks.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
COMMENT PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2017-08-15 $0.480

Has not met the new management. This has 2 different parts, one being in the US.

Michael Smedley CANADIAN UNKNOWN Yes View
PAST TOP PICK RMD-N ResMed Inc. Market Call (BNN TV) 2017-08-15 $72.440

(A Top Pick May 13/16. Up 30.65%.) The leader in sleep apnea, and primarily manufactures the masks. Recently sold his holdings.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
PARTIAL BUY SHOP-T Shopify Inc. Market Call (BNN TV) 2017-08-15 $118.690

A Canadian success story. He doesn’t own it, because it doesn’t pay a dividend. If you are going to buy this, take a half position and wait for some sort of catalyst to take the other half. Thinks you will do well in the long-term.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN No View
HOLD SVI-X StorageVault Canada Market Call Tonight (BNN TV) 2017-08-15 $2.210

This was formed by a very clever young man who really likes units of storage. Has been growing it by adding on, and he really knows the trade.

Michael Smedley CANADIAN UNKNOWN Unknown View
TOP PICK T-T Telus Corp Market Call (BNN TV) 2017-08-15 $45.270

They are among the most concentrated in wireless, an area he continues to believe will grow. There is a lot of capital going into making sure we do more and more on smart phones in the future. They’ve done a great job investing and expanding their 4G networks by about $2.2 billion. Recently rolled out Telus TV, a good way to cross sell another service to existing clients. Dividend yield of 4.3%. (Analysts’ price target is $48.50.)

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
TOP PICK TCL.A-T Transcontinental Inc. (A) Market Call (BNN TV) 2017-08-15 $24.920

This checks all the boxes. It is cheap on a P/E, has a great yield, gets the Canadian tax credit on the yield, and have done a great job in transitioning from being a media company, to focusing on print and packaging. In the last few years, it has really focused on acquiring key acquisitions in printing and packaging. Dividend yield of 3.2%. (Analysts’ price target is $25.)

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
BUY TD-T Toronto Dominion Market Call (BNN TV) 2017-08-15 $64.180

On a valuation basis, all Canadian banks are trading similar to one another, so don’t let the share price dictate good or bad, cheap or expensive. This is trading at 11X, similar to most of the banks. It has done an excellent job in their retail banking and has the formula down, better than any other Canadian bank. Dividend yield of 3.6%.

Kash Pashootan NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION UNKNOWN Yes View
PAST TOP PICK TOY-T Spin Master Corp Market Call Tonight (BNN TV) 2017-08-15 $46.300

(A Top Pick Aug 19/16. Up 64.47%.) This is the most seriously important, independent toymaker, creator globally. Great earnings report. Extraordinarily talented people.

Michael Smedley CANADIAN UNKNOWN Yes View
TOP PICK TOY-T Spin Master Corp Market Call Tonight (BNN TV) 2017-08-15 $46.300

It is doing well. Will it do as well in the 2nd half? He thinks it marches on. (Analysts’ price target is $52.)

Michael Smedley CANADIAN UNKNOWN Yes View
COMMENT TPK-T Ten Peaks Coffee Co Market Call Tonight (BNN TV) 2017-08-15 $6.000

Unusual in that it has almost the only non-chemical decaffeination process. It needs to be acquired by someone who wants the decaffeination process. It is not dynamic and is not going to do anything gigantic. You have to be aware that in coffee there can always be a year that goes wrong.

Michael Smedley CANADIAN UNKNOWN Unknown View
TOP PICK TSGI-T The Stars Group Inc Market Call Tonight (BNN TV) 2017-08-15 $23.790

This went through lots of turmoil at the major shareholder level, and they renamed it because of Poker Stars. Has hugely powerful cash flows and paid down its huge debt. Under new management. Thinks it might acquire Social Gaming. (Analysts’ price target is $31.)

Michael Smedley CANADIAN UNKNOWN No View
COMMENT YFI-X Edgewater Wireless Systems Market Call Tonight (BNN TV) 2017-08-15 $0.255

Think about Wi-Fi which gives you a lot of trouble. It is getting crowded out because they have a channel approach that is forcing information down into a very narrow tunnel. This company has created a kind of side channel, where you have greater capacity. It is useful, as an example, at a ball game where you currently can’t get through Wi-Fi.

Michael Smedley CANADIAN UNKNOWN Yes View
TOP PICK 6861-JP Keyance Market Call Tonight (BNN TV) 2017-08-14 $0.000

This is in machine vision, and there are only 3 companies playing at this level globally. Has been growing like crazy in all aspects of logistics and manufacturing, basically because human eyes are deficient and we can’t see tiny details. A fantastic balance sheet. Dividend yield of 0.1%. (Analysts’ price target is ¥56,500.)

David Fingold NORTH AMERICAN/GLOBAL UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-08-14 $0.020

Markets.  He has gotten out of more companies in the past 4 to 5 months than possibly ever before.  He is taking some great profits.  His picks today are down in value and have a long way up to go.  When markets are up so high it is worth taking money off the table.  Don’t get greedy.  At some point there will be a blow off, but the trend right now is upwards.  North Korea, he does not think is quite as significant as some people do.  He thinks volatility can be his friend. 

Benj Gallander CONTRARIAN and VALUE INVESTING CONTRARIAN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-08-14 $0.020

Markets.  We are seeing an equity rebound as we saw nothing over the weekend.  Nobody knows what the odds are of a much larger correction.  If you look at the Cuban Missile Crisis, the market was down over 20%.  This is the best example that is similar to the North Korean Issue.  In all likelihood we are not going to get to the crisis, but the markets may react.  Europe has started to underperform because of the strength of the Euro.  Their index hit a key technical level last week.  (See UUP-N).  In all likelihood the US$ gets a technical bounce.  He thinks we will settle into a new trading range.  The Canadian dollar will probably not get too much stronger than it is now.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-08-14 $0.020

Education Segment.  Market Sell-Offs.  Every time we get a pullback we make a higher low followed by a higher high in the S&P.  The Russell 2000 has been testing support.  Until it breaks $133 we won’t have a technical breakdown.  The average stock is weakening, but it is not until the market breaks support that we will have a problem.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
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