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

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2013-08-21 $0.020

Markets. Expects 2013 will be the same as 2010, 2011 and 2012 where expectations will come down and markets will provide better opportunities. Going forward, he is shifting his focus from Canada to the US.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2013-08-21 $0.020

Loblaw’s (L-T), Sobey’s, Canadian Tire (CTC.A-T), and Hudson Bay (HBC-T) are thinking of spinning off their real estate into REITs, which one would you purchase? Would you suggest the company stocks or wait for the IPO? (Loblaw’s is the only one that is trading at this time under the name of Choice Properties (CHP.UN-T)) Everyone is doing it and who knows what is next. It really comes down to the interest-rate environment. When rates are going up, these types of investments go down. He found that Choice Properties was a little bit more favourable to the parent company. Would prefer to own the common shares of the underlying company.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-11-19 $0.020

Markets. Feels this bull market is pretty long in the tooth. His models are telling him that it is about 30% overvalued from here. Has primarily been driven by low interest rates, central banks flooding the system with money and a forced movement into equities, based on where yields are and what bonds are paying. Until governments and banks stop doing this, you will see the market continue going forward. At a certain point people are going to say that there is a certain price that they will pay, but if valuations keep going this could impede them going forward. This bull market corrects a little, consolidates and then goes higher again. He takes advantage of these corrections.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-04-07 $0.020

Markets.  In the Tech sector the valuations came off quite quickly.  It is profit taking.  It is a correction within a bull market.  The sector has strong balance sheets and good earnings.  Don’t jump in now, but the fundamentals are good there.  He likes value investments.  Anything with a yield. He likes value, defensive and yields.  He doesn’t get caught up a lot on daily ups and downs.  Holds a fair amount of cash (12%).  He may pick away during the summertime.  This could be a precursor to ‘Sell in May and Go Away’. 

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-10 $0.020

Markets. His view is that we are overvalued in North America. Global equities are less and emerging markets are fairly inexpensive. Generally speaking it is the small to mid-cap stocks that are overvalued. Large caps are fair value, if not a little expensive. North America is definitely priced to perfection. S&P is overvalued by 20%, and this could continue for a while. Rates have hit the bottom and could be going up, but it is just a question of when. Stocks are cheap in emerging markets such as China, India somewhat, Japan, but there are potential headwinds there as well. If he had to pick a region, it would be the US, but he is very sector focused. Technology and healthcare in particular and, in Canada, the energy side would be favourites.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-06 $0.020

Markets. Increased volatility is going to increase. A large part of it is the talk and discussion around the federal reserve raising rates. The dollar is going up, so there is a bit of a flight to safety. With that scrambling, comes the volatility. He is forecasting volatility to remain for at least the remainder of the year. His equity fund is about 55% invested in the US although there is some cash position in this. This started about 1.5 years ago for him and has done quite well. This is where his research is focused right now. You get the benefit of the US currency plus the diversification.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-06 $0.020

What US sector would you choose to put your money in other than pharmaceuticals and healthcare? He would select the Information Technology Sector. This is about 15% of his fund and is all US focused. This is basically where the future is going. Also, the balance sheets are usually in pretty good shape. He likes Apple (AAPL-Q) and their new products, which will be favourable along with the cash flow. Microsoft (MSFT-Q) is another one for the service side. Cisco (CSCO-Q) is a good one. There has been talk of a split. Pays a good dividend and has a super strong balance sheet. (See Top Picks.)

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2014-11-14 $0.020

Markets. He would describe himself as mildly constructive on equities. Notwithstanding the correction that has occurred, valuations remain high. More so for the smaller and mid-caps, but nonetheless the S&P 500, trading where it is, causes him a bit of caution. Had been planning for some form of correction and had raised cash through the summer, but just hadn't thought it would come back as quickly. You are starting to see the debt issue spread around developing countries, such as China and India. Also, he doesn't think the European debt crisis is over, by any stretch. Also, doesn't think there will be a huge rise in rates in the near term.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC _N/A View
TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2014-07-10 $95.035

Really positive on the stock. The split is helpful. New phone and potential new products. Generally thinks it is due for a good refresh cycle. Great balance sheet.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PARTIAL SELL AAPL-Q Apple Market Call (BNN TV) 2014-11-14 $114.180

If you own, taking some money off the table is always a prudent decision. Doesn't  feel this can keep going up at the rate it has been. Likes the products and the valuation. Cash flows are great. Thinks people are getting carried away by expectations of the holiday season.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY AC-T Air Canada (B) Market Call Tonight (BNN TV) 2013-11-19 $6.560

Feels that all the good news has been priced into the stock already. He is not a huge fan of the airline industry. It is a high fixed cost industry.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
WAIT AC-T Air Canada (B) Market Call (BNN TV) 2014-04-07 $7.130

Don’t buy it here after the run up.  Airlines are not a superb business, high fixed costs.  If you are looking to get in, wait for a pullback.  The sector is volatile.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT AC-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-06 $8.180

This has been volatile short-term. Long-term it has done fairly well. Fuel costs coming down and introduction of the new airline Rouge are positive developments. A year from now, you are going to see volatility continue. If the markets started to get into trouble, this is one of the 1st things you would want to sell. Not a huge fan of airlines, but would focus more on the bond issues for the airline hubs.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT ADM-N Archer Daniels Midland Company Market Call Tonight (BNN TV) 2014-07-10 $47.350

Recently acquired Wild Flavorings, food additives, but the acquisition didn’t really do much. With the global weather and the droughts, food and grain prices are up and down. This kind of company is not universally liked, but the product they sell and make, will continue to do well over time. Over the long run, you are going to see more names like this, and he could definitely see holding a position in this company.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
BUY AP.UN-T Allied Properties REIT Market Call (BNN TV) 2014-04-07 $34.000

There is no craze that the real estate market will fall apart.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
HOLD ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2013-08-21 $58.260

This is a “growth by acquisition” model. Have been great at it so far, acquiring stores in Norway, but to keep growth going, they are going to need to keep acquiring. With that comes either increased debt or equity issuance which will affect the investor. If you own, he would be looking for an exit point.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2014-04-07 $90.100

A example of one he would not generally hold.  It’s growth by acquisition.  He wonders where future growth will come from.  It is not what he is looking for.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE No View
COMMENT BABA-N Alibaba Group Holding Market Call (BNN TV) 2014-11-14 $115.100

Long-term history isn't there, so it is going to be a pretty volatile start, until you start to see some more quarters come out of it. The nice thing about this one is that you are getting a real marketplace. Doesn't have a lot of overhead. A little too early for him to own, but this is a name that is on his radar.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
HOLD BAC-N Bank of America Market Call (BNN TV) 2013-08-21 $14.340

New CEO seems to be more focused on the long-term, which is what he likes. He is keen to have the lawsuits go away. They are looking to build a longer-term retail franchise as a bank. There will be lumpiness in the short term, but long-term you could hold it for a little while.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
BUY BAC-N Bank of America Market Call (BNN TV) 2014-04-07 $16.380

That sector is a good one.  Prefers JPM, but this one was beaten down in the credit crisis.  Has the biggest exposure to the consumer and a good area to be exposed to over the long term.  A good hold for sure.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2014-07-10 $15.440

A consumer focused bank. They had many blunders over the past few years, and he thinks the CEO is trying to get rid of those and move on. Continues to be a consumer focused retail bank. Feels this will work longer-term. Over the longer term this stability should be good for the bank.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2014-10-06 $17.290

One of the better positioned banks. Has more of a retail focus which is really the conservative way to play the banking sector. If interest rates go up, the banks that are focused on retail should do better than others. A few months ago, they were capital constrained and restrained on what they could do in turning money over to shareholders. They have just recently been able to provide that. Doesn’t think there will be huge dividend increases out of the stock, but it is encouraging that they have actually started.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
HOLD BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2013-11-19 $41.700

He likes the parent because ultimately all monies flow up. A diversified financial, so it is not a bank and they have a bit of the office side of real estate in their structure. Provide good diversification, especially in Canada, to the banks. Good yield. Cash flow is positive.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2014-04-07 $8.620

Recent decline is not a buying opportunity.  CEO is prepared to do things like he has done.  It has to do with how they get value out of the BBM.  A tough business. 

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE No View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2014-11-14 $4.060

Getting the orders seems to be a problem. Feels they have just been behind the curve so long that people want to see orders. You need them to be financially feasible. A very tough business. Their rail side is a bit more positive.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2013-08-21 $42.350

With the possible entry of Verizon (VZ-N), which of our big 3 telcos will suffer the least? His feeling is that Bell Canada (BCE-T) will be the least affected as they have the least exposure to wireless clients. Feels Rogers (RCI.B-T) would suffer the most. Cdn cell phone prices have been coming down and he doesn’t think Verizon would come in with a plan that was half the price of Cdn plans that would totally kill margins. Expects if they do come in, it will be pretty orderly.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2014-07-10 $48.390

Do you think entrants in the wireless spectrum auction will be a threat? It is a threat, but in the past it hasn’t tended to hit them too hard. More competition would benefit the sector. There are a lot of other factors such as the cable side with government regulation coming in and trying to break that a little. Dividend is hugely attractive in this low rate environment. If you own, you could continue to Hold, but just be aware that in the cell phone space and the cable space there could be some negative shocks to come.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT BMO-T Bank of Montreal Market Call (BNN TV) 2014-11-14 $82.190

This bank seems to have found a footing in the US with their recent acquisition and seems to be trucking along fairly well. He is generally constructive on this bank, but it wouldn't be his top pick. Good dividend yield.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2014-10-06 $12.220

Very dependent on the energy patch. Cutting their distribution seems short-term negative, but if the company is not doing well and have a lot of debt, it is really a positive thing longer-term. They have good assets. Likes this. Distribution will gradually come back prudently. Strong management team.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2013-11-19 $65.980

Wouldn’t want to be jumping into banks with 2 feet at this time. Stocks have had a very good run. This one has the benefit of being in the international segment and there is some benefit to that in terms of emerging markets which have come down. Canadian housing market is still a very prominent feature of the banks.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
WAIT BNS-T Bank of Nova Scotia Market Call (BNN TV) 2014-11-14 $68.660

Last results were a bit lumpier than people were hoping for. New CEO is probably putting his stamp on a number of things. Given that there were some job cuts, the big potential worry for him would be on the Latin American side, is that a one-off or will it be dragging into the future. Given the yield, valuation is very compelling, compared to the other banks. He would like to wait another quarter.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2014-07-10 $47.600

Scratched his head a little bit on their last acquisition in the Eagleford. They tend to pay out a fair bit, which he feels could pose some problems when they borrow or issue new shares. Feels there could be better companies out there. (See Top Picks.)

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY C-N CitiGroup Market Call (BNN TV) 2014-04-07 $46.550

Sector is beaten down.  Poster child during financial crisis.  It has been beaten down the most in the sector.  Would look to build his position further.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY on WEAKNESS CAT-N Caterpillar Market Call Tonight (BNN TV) 2013-11-19 $83.670

Took advantage by buying a half position when it dropped to the mid-$70s. Has good exposure on the resource side. If there is some good news out of China, it could pop. From a company’s point of view, they are doing good things with what they have. They sell equipment and parts, but are starting to get into the service side a little where they are monitoring and gathering data on equipment and customers, which allows them to get another revenue stream.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT CGX-T Cineplex Inc Market Call (BNN TV) 2014-11-14 $44.220

This is more of a cyclical type, where their movie hits haven't been very good over the past year, and it cycles down. However, the movie and entertainment business is a little fickle. You’ll start to see this come back if things improve. Thinks Netflix and YouTube are factored in already.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
PARTIAL SELL CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2013-11-19 $91.050

Has been paring his exposure on the banks down in the last few years. His preferences are Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T). Feels that Cdn banks have run quite far here. If you have participated in that run, this would be a good time to reduce your exposure. Canadian housing market is the biggest single risk to Cdn banks, specifically on mortgages. Housing market here does not seem to want to go down, even after all the inputs that the Federal Finance Minister and CMHC have made.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
SELL COH-N Coach Inc Market Call (BNN TV) 2013-08-21 $52.330

A great company but they are having some executive departures. Great balance sheet and margins are good but in the short term there is lumpiness with management changes and more competition. The last quarterly results released were not on fire where usually they can have some pretty strong numbers. It’s a tough market. There are a number of competitors out there.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT COS-T Canadian Oil Sands Market Call Tonight (BNN TV) 2013-11-19 $20.880

The most exposed to the price of oil. If you are really bullish on the price of oil and think it is going up, you definitely want to be buying this. However, if you think oil is going down, you want to Sell. One of the few dividends that is tied to the price of oil, rather than how the company is doing. His issue is that there always seems to be a problem with their operations. He thinks you can find better opportunities elsewhere. (See Top Picks.)

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY COS-T Canadian Oil Sands Market Call (BNN TV) 2014-04-07 $23.030

Has small position.  No set payout ratio.  They always seem to have a problem of some kind.  There are better names you could own that offer more stability.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2013-05-13 $38.110

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.

43 Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2013-08-21 $38.500

(A Top Pick May 13/13. Up 2.85%.) His view on this is still positive. Their last acquisition, in Utah, is very favourable for the company. Close to refining facilities. Thinks they got it opportunistically and could be a real gem for them. Good dividend and he would like to see them keep it stable, take some of the money and pay down debt. Still likes.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2014-04-07 $40.340

(Top Pick May 13/13, Up 13.70% total return) Continues to hold it.  Have not issued equity.  A big, growing company with exposure to the US.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-07-10 $44.670

He is pretty positive on this company. Made a big acquisition in Utah a few years ago, which he thinks is going to play out for them quite well. The biggest knock against this company is that they continued to issue stock frequently, but not so much lately. Pays a good yield. There are worse companies that you could own in the energy space.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-06 $39.170

Feels that the dividend is safe. Made a great acquisition about a year ago in Utah that has worked out quite well, US$ denominated and close to refining. The biggest issue against them is that they are serial issuers. Every deal they do, they issue more equity. Management has grown the company well. He is positive on this name.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
DON'T BUY CSCO-Q Cisco Market Call (BNN TV) 2013-05-13 $21.270

Predominant name. Growth hasn't been that strong. Management team is strong, balance sheet is pristine. It's generally positive, but you will not see it breakout.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2013-08-21 $24.070

Basically the pipeline provider of web and infrastructure. Internet will grow more so on the mobile side and will need more backbone to fulfill faster speeds and more demand. This company provides that equipment. Strong management. Good dividend of 2.79%.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2013-11-19 $21.420

(A Top Pick Aug 21/12. Down 10.36%.) Part of this drop was because of earnings recently reported. The fundamentals for him are strong management, increasing dividend and a strong balance sheet, which allowed them to weather the storm a little bit. Still a lot of infrastructure to be built out. Businesses in technology change quite quickly and this company has adapted very well. Still likes but is cautious.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
PAST TOP PICK CSCO-Q Cisco Market Call Tonight (BNN TV) 2014-07-10 $25.440

(A Top Pick Aug 21/13. Up 8.99%.) Balance sheet is in fantastic shape. His view here is infrastructure. Whether you are on a PC on the Internet or mobile, the backend infrastructure of the Internet needs to be built out. This is a company that builds the switches and the routers.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT CSX-N CSX Corp Market Call (BNN TV) 2014-11-14 $36.790

Cheap compared to Canadian National (CNR-T) and Canadian Pacific (CP-T). This is really a valuation play. Compared to Canadian operators, it is as good an operator with room to grow. With the volumes and price increases we have seen, he doesn't know if it can continue. Buying this is a better option than being in the Canadian rails.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
HOLD CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2014-04-07 $105.580

A good name and has done very well.  A great name in the retail space.  Retail is a tough space, but less so in Canadian Tire’s space.  We had a rough winter and this one has exposure to the repairs.  Continue to hold this one.  Yield is 1.65%.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2014-10-06 $29.060

Oil Sands producer. These companies can have really, really long lives. Once they get going, they produce. The question really is, getting going. There is a lot of cost inflation that could affect the company. Once they get the projects on stream, they tend to work and tend to be good producing long-life assets. They are affected by the price of oil, so the price of oil coming down makes the economics a little harder. Until you are very, very constructive on the price of oil, there are better producers out there that don’t have those long, long life assets, that don’t have the exposure to the price of oil.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT CVS-N CVS Health Market Call (BNN TV) 2014-11-14 $89.130

The biggest thing with this company and the retail space in the US is the price of gas basically coming down. While the pharmacy component is a big part of this company, you also see a good “front of store” component. With retail sales heading into the holidays, he expects there will be some positive
retail numbers and consumer confidence in the US. You could hold this for a long period of time.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC No View
HOLD DAL-N Delta Air Lines Inc Market Call Tonight (BNN TV) 2014-10-06 $0.620

He is not too fond of airlines in general. However, this one got a bit of good news today in that their bonds are gaining on the credit side in terms of their rating. Airlines typically are high fixed costs, so in times of trouble they don’t do well. However, all of them seem to have been doing well. If you do see a correction, airline stocks will come off quickly.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
COMMENT DE-N Deere & Co. Market Call Tonight (BNN TV) 2014-10-06 $82.840

Positive on this one in the future. The sector is very stable and this company makes quality products. Their biggest risk is where their growth occurs. This is just a question of the cycle, the automation and the technology. As food and farming operations goes, you should see this company go along with that and produce good results. He is not as constructive on agriculture right now.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS No View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2013-08-21 $61.140

This is a great company. It’s in the telco/cable space and his view is that a lot of it has to do with content. The stock has had a very good run so it is fairly expensive. Doesn’t think you will see short-term growth immediately, but if you are a Buy and Hold kind of investor, over time this will pay.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
BUY DIS-N Walt Disney Market Call Tonight (BNN TV) 2013-11-19 $69.120

He is moving assets from Canada to the US and this is a name that he has recently purchased. Getting money out of Canada and into more diversified names with a more global focus is a prudent thing to do, especially with the Cdn$ near parity. This company has been investing a lot over the past few years into content and they haven’t seen a lot of that money come back yet. He thinks they will.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
COMMENT ECA-T Encana Corp Market Call (BNN TV) 2013-08-21 $18.250

He is pretty positive on the natural gas price over time. If you are going to invest in this, he would prefer looking at it on a three-year basis rather than a one-year basis. There is a new CEO so there could be some lumps on the way. Trading at fairly low historic levels and a fair bit of leverage to natural gas prices. (See Top Picks.)

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Unknown View
HOLD EFN-T Element Financial Market Call (BNN TV) 2014-04-07 $14.880

You are going to see volatility because it is a new company and they are breaking ground.  It is a question of where they grow.  There is no reason to sell it though.

Zachary Curry NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK EFN-T Element Financial Market Call Tonight (BNN TV) 2014-07-10 $13.800

A leasing company. Did a US acquisition recently which he looks on favourably. Used a lot of equity to finance it, which puts their balance sheet in great shape, and potentially allows for a investment-grade credit rating going forward, which would lower their costs.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUS Yes View
TOP PICK EFN-T Element Financial Market Call (BNN TV) 2014-11-14 $13.880

This is a non-bank financial which provides some diversification. Their earnings were great, slow and steady. On a valuation basis, it is cheaper than its peers, but also the growth rate is higher than the earnings multiple, which is always a great sign when you can buy something for less than what it is growing at. Balance sheet is in great shape.

Zachary Curry NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC Yes View
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