Table View - Opinions in Detail | StockChase
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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-27 $0.000

Oil Stocks. Western Canada needs around $60 oil to really work. In Cdn$ terms we almost hit that about a month ago, and that is enough to make people feel good and to believe that it is no longer a total disaster. Then the oil price slips, but the feeling is an awful lot better. But it doesn’t mean that we are actually off to the races.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-27 $0.000

Gold. There has been such an amazing move in gold. He likes to look at this in Cdn$ terms, and we are really at all-time highs. If you have your gold mine in Canada with the Cdn$ costs, you are very profitable and you had a good run. Shouldn’t be too overenthusiastic.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
COMMENT AAV-T Advantage Oil & Gas Ltd Market Call (BNN TV) 2016-07-27 $0.000

This has done an incredible job of production and getting their costs down. We have a real use of natural gas for electricity air conditioning generation across North America, so gas prices are up. This is not the day that you want to buy gas stocks.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2016-07-27 $0.000

This is really good at driving little projects such as power, energy processing, etc. There are lots of investing they will be able to do, but are just not announcing it right now. 6% dividend yield.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2016-07-27 $0.000

(Market Call Minute.) It is unbelievable how well the stock has done. This is on his very short list of companies he would own, given the right environment. A lot of the assets are in the US. If the Cdn$ gets to the right price and he can get this on a bad day, he would absolutely own it.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT ARE-T Aecon Group Inc Market Call (BNN TV) 2016-07-27 $0.000

A very consistent company over time, and construction is relatively consistent. This is all about their future book. They have debt outstanding. Sometimes the market gets really worried that they have debt, but he thinks it is a very solvent company. It seems hard for the company to grow dramatically, so in really bad times, he is able to buy the bonds with about an 8% yield. Any time the stock is $9-$10, it is interesting, but on a risk/reward basis, where he can buy the bond at 8% it is an incredible way to invest. He just sold his bonds which he felt were fully valued.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2016-07-27 $0.000

(Market Call Minute.) This is a fantastic collection of assets. It has a weird payout if you own outside of an RSP. Prefers and owns Brookfield Asset Management (BAM-N).

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
PAST TOP PICK BLX-T Boralex Inc. Market Call (BNN TV) 2016-07-27 $0.000

(A Top Pick July 28/15. Up 48.84%.) He was playing defence on these 3 stocks picks, just looking for a way not to get creamed. This has now become a hot stock, so he is no longer in it. Dividend yield of about 3%.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2016-07-27 $0.000

This is the most leveraged to the pure oil price. If we had a real rally in oil prices, into the $60-$70 range, this stock would be going to $15. However, if it gets in trouble and if oil goes the other way, he owns the bonds instead.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
COMMENT CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2016-07-27 $0.000

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)? A really great company and doing a really great job. Low cost oil. Very focused plays. However, if you beat it up and you really have oil sit at $15, it gets in trouble. It looks like they want to build a big company, but are really paying up for things.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2016-07-27 $0.000

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)? Crescent point and Whitecap are very similar and would be on his list. This company really seems to be hunkering down and trying to work with what they have. Very disciplined. This is the one that he would gravitate towards.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT ESI-T Ensign Resource Service Group Market Call (BNN TV) 2016-07-27 $0.000

He prefers something like Vermilion which doesn’t have to cut its dividend. These fracing companies should be able to come out of this situation really beaten up and still really do well, as long as they get through it. The timing is starting to feel right.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT H-T Hydro One Market Call (BNN TV) 2016-07-27 $0.000

(Market Call Minute.) There is not enough disclosure for him to be comfortable with. Everybody should own it, if it had disclosure.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
PAST TOP PICK LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2016-07-27 $0.000

(A Top Pick July 28/15. Up 21.97%.) He was playing defence on these 3 stock picks, just looking for a way not to get creamed. The stock had a bounce and he sold into it. Dividend yield of 7%.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT NGD-T New Gold Inc. Market Call (BNN TV) 2016-07-27 $0.000

If there was a tight group of 5 companies that he would find investable right now, this would be in the next level up. Their projects are good, but he never gets a feeling they are super fantastic.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT PSK-T PrairieSky Royalty Market Call (BNN TV) 2016-07-27 $0.000

He loves this at $15. Because other people drill their land, you don’t quite know how the world is going to play out. The gas market has had a great jump in gas, and this looks a lot better. It is a great thing to own long-term, but he would just like to try and steal it if he can be patient. He came within $2 in the spring.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT RDS.A-N Royal Dutch Shell PLC (A) Market Call (BNN TV) 2016-07-27 $0.000

As the Cdn$ got so cheap, he was more concerned about buying things here first, in Cdn$ terms, because then he gets the bounce in Cdn$ which gives you a gain in oil, but also a currency kick. 

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
TOP PICK RIO-N Rio Tinto Market Call (BNN TV) 2016-07-27 $0.000

Bulk commodities, base metals and over a 6% yield. Thinks we are actually in the bottoming stage now. It will be slightly better a year from now. The news in China for the time being is better.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
COMMENT SSL-T Sandstorm Gold Ltd. Market Call (BNN TV) 2016-07-27 $0.000

Going back 3 years, we had an incredible bull market in gold. All sorts of properties that probably shouldn’t have gone into production, went into production. Huge amounts of money got spent in the industry with not really an internal rate of return. The whole gold sector has bounced back. This one is a whole mixed bag, and to go into all those projects that they acquired at the height of the bull market, there are some real question marks.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
PAST TOP PICK SU-T Suncor Energy Inc Market Call (BNN TV) 2016-07-27 $0.000

(A Top Pick July 28/15. Up 8.92%.) He was playing defence on these 3 stock picks, just looking for a way not to get creamed.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2016-07-27 $0.000

(Market Call Minute.) He would own the bonds, not the stocks, at this level.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
COMMENT THO-T Tahoe Resources Market Call (BNN TV) 2016-07-27 $0.000

This can become a great Canadian mid-cap producer in 2-3 years’ time, and then you get the valuation bump as well. However, with what they actually have today, the stock is expensive. The other problem is that they have had a run. Gold has had the run, and the Cdn$ has had the run at the Cdn$ gold price. Because of that, he is cautious at this time.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
COMMENT TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2016-07-27 $0.000

This is in his group of great companies. Gas price has just had this run because of the hot summer weather, so he would wait. They don’t have a lot of debt and have about $1 billion of hard asset value, such as pipes and plants. However, on cash flow at this gas price, they are still committed to spending $1.1 billion, and the cash flow 6 weeks ago look like it was going to be $600 million. Gas price needs to go higher. Sold his holdings into this run, and moved his money into TransCanada (TRP-T). 

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
TOP PICK VET-T Vermilion Energy Inc Market Call (BNN TV) 2016-07-27 $0.000

This is a really good company. It is in Canada, Europe and Australia, and it has oil/gas in different places. The one knock against it is that in January it had too much debt. However, if commodities are recovering, that is not a problem.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
COMMENT VSN-T Veresen Inc Market Call (BNN TV) 2016-07-27 $0.000

There are things on how this company evolved that he doesn’t like. This has a great business in the Port Chicago pipeline, and historically they have taken their money and kind of blown it. Their LNG workings on the West Coast seems to always have pipeline issues in the forest, and along with lower global natural gas prices he questions if it gets built. Prefers TransCanada (TRP-T). Dividend yield of about 9.5%.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT WCP-T Whitecap Resources Market Call (BNN TV) 2016-07-27 $0.000

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)? Crescent point and Whitecap are very similar and would be on his list.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-26 $0.020

Markets. The S&P 500 is showing wide divergence in stocks, more than is historically normal. A lot has to do with different central-bank policies and the secular changes in the economy. The US$ is going to continue to show strength against other world currencies, because the US central-bank is ahead of everybody else. The European Central Bank and the Bank of England are in a very expansionary monetary policy mode. Bank of Japan is considering “helicopter money”, which could consist in part of having the government issue bonds to the bank of Japan with no maturity and zero interest rates.

William Chin TECHNICAL ANALYSIS UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-26 $0.020

Gold. The argument for gold on the basis of negative real rates is valid. Gold has certainly been tracking real rates. In an environment where it costs money to put your currency in a bank, gold is pretty attractive. Money printing is one of the core arguments for holding gold. It is a purchasing power hedge, and has been for a long period of time. When you look at what is going on in the US, M2 is growing at 6% a year. There are not many periods in history where you can go back and see where you have been printing Fiat currencies at that type of rate, without having some type of inflationary response down the road. Gold is a purchasing power hedge that protects investors from that depreciating value of currencies. He doesn’t see gold going back materially, and sees this as a buying opportunity.

Jon Case PRECIOUS METALS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-26 $0.020

Platinum? A good portion of demand comes from industrial applications. It is a little bit like silver in that you not only have to get the monetary component right, but you also have to think about what is going on with industrial demand. At the moment, most industrial demand comes from automobile catalysts, typically diesel. With the scandal on Volkswagen and diesel admissions, there is the expectation that demand for diesel in passenger vehicles will go down. It is also hard to be positive on platinum demand for autos in Europe.

Jon Case PRECIOUS METALS UNKNOWN Unknown View
PAST TOP PICK AGT-T AGT Food & Ingredients Market Call (BNN TV) 2016-07-26 $32.570

(A Top Pick May 9/16. Down 16.59%.) Specializes in vegetable-based proteins, lentils, and is very popular among the younger generation. The short term drop is mainly due to a supply constraint, a temporary phenomenon. Harvest season is going to be much better in the next 2-3 quarters, and he continues to like this.

William Chin TECHNICAL ANALYSIS UNKNOWN Yes View
SELL ASR-T Alacer Gold Corp Market Call Tonight (BNN TV) 2016-07-26 $3.170

(Market Call Minute.)

Jon Case PRECIOUS METALS UNKNOWN Unknown View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2016-07-26 $13.700

Most REITs have done quite well, but he does not see that here. It is not performing as well as its peer group, which usually means something is wrong. Dividend yield of 7.9%.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2016-07-26 $9.530

A tough case, because at first it was a good gadget maker, but has now fallen behind the iPhones and Android’s, and is now trying to reinvent itself. It needs a catalyst to move it higher or lower, but there is a lot of uncertainty about its prospect.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2016-07-26 $1.980

This stock went all the way from $6 in 2011 to lows that we have seen earlier this year. New orders are good and attractive, but you are running into a lot of oversupply of shareholders going back through the years. He would caution on getting involved with stocks that has a heavy government component in it. There are better sandboxes to play in.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2016-07-26 $62.940

Just hit a new all-time high. This pays a steady dividend, and in an environment where there is a lot of uncertainty, it becomes a very attractive. It is attractive both on a yield basis and on a safety basis. If you own, he would consider taking some money off the table if it goes another 3%-4% higher. If you can make one year’s yield in terms of capital gains, 4%, take it.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT BTO-T B2Gold Corp. Market Call Tonight (BNN TV) 2016-07-26 $3.670

You own this for growth. Production is roughly 500,000 ounces now. They have a key asset that they are developing in Maui, which will take production over 800,000 ounces a year. This is trading at about 7-8 times cash flow, the low end of the West African range. There are names where you can find more near term prospects for cash flow growth. Also, on a Price to NAV, it is trading at 1.7X, which is above the 1.5 average. Probably ahead of itself.

Jon Case PRECIOUS METALS UNKNOWN Unknown View
COMMENT CAE-T CAE Inc Market Call (BNN TV) 2016-07-26 $17.030

The chart shows a trading range from 2014 on, which it has just broken out of, which is always a good sign. It reached a higher high, and is now testing that high. Retesting the high indicates that buyers are so convinced that they do not mind paying previously high prices. It also means that sellers have been exhausted.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT CFP-T Canfor Corp Market Call (BNN TV) 2016-07-26 $15.420

Despite a strong US housing market, overseas is not doing that well. There are a lot of people that have been caught holding the stock, and will start selling above $20 as soon as the price recovers. The stock is under pressure.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
DON'T BUY CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2016-07-26 $12.740

The 1-year chart shows an inverted head and shoulders base formation, giving support at around $11.40. The 5-year chart shows resistance at around $16. It might go a little bit higher in the short run, but you are running into a mountain of overhead supply of people owning stocks. He would not be that bullish on this. The dividend of almost 10% is a warning sign.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2016-07-26 $14.180

(A Top Pick May 9/16. Up 5.22%.) Chart shows a very nice short term base formation in 2015-2016. The price is “hanging around the highs”, so it is going higher. Made a good acquisition in Europe. They sell 35% to Asia and 35% to Europe. Freezing technology is fantastic now.

William Chin TECHNICAL ANALYSIS UNKNOWN Yes View
TOP PICK CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2016-07-26 $14.180

Supply just can’t keep up with demand for seafood, which is why it is selling around 35% of its product to Asia and another 35% to Europe. A well diversified customer base. It recently acquired a company in Scotland, a very strong accretive acquisition. Dividend yield of 1.4%.

William Chin TECHNICAL ANALYSIS UNKNOWN Yes View
COMMENT CSU-T Constellation Software Inc. Market Call (BNN TV) 2016-07-26 $514.010

This has done extremely well. The 5-year chart shows a big range, and right now he is just neutral. The stock is not hanging around its highs. He suspects there will be some sellers coming in. It might have good support at around $380-$400, but then you have resistance from $500 and up with a very, very slight bearish bias.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2016-07-26 $24.210

The chart shows very good support at around $24, but you always have to look at the volatility. This one has been up to $100, so it has been a pretty big roller coaster. Not everybody has the stomach for this. You should expect some resistance at around $60. Not for the faint hearted.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK DGC-T Detour Gold Market Call Tonight (BNN TV) 2016-07-26 $31.420

(A Top Pick June 17/15. Up 96.25%.) One of the premier assets in gold. A 550,000 ounce producer making it an intermediate in its own right. Low cash costs at about $10.50 an ounce. What is special is the 20-year mine life. Still a Buy.

Jon Case PRECIOUS METALS UNKNOWN Yes View
TOP PICK DGC-T Detour Gold Market Call Tonight (BNN TV) 2016-07-26 $31.420

You really have to look at the free cash flow growth. $150 million this year, and is going to grow to $350 million over the next few years. Has an 8% free cash flow yield, and you don’t find names with that kind of free cash flow yield very often. It has assets that are large and desirable for majors, which he thinks is what is ultimately going to happen. It also has good exploration potential. Trades at 1X NAV versus its comps at 5X NAV.

Jon Case PRECIOUS METALS UNKNOWN Yes View
SELL FCX-N Freeport McMoran Copper & Gold Market Call (BNN TV) 2016-07-26 $12.680

Short or Buy? This has gone from mid-$50 to below $10. The recent rally to $12.57 may seem impressive, but looking at a 5-year chart, this is still in a major downtrend. Commodities have just finished a major cycle, and going by past history, it takes 3, 5, or even 7 years for big commodity cycles to recover and go back up. He would not hold this one.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT FR-T First Majestic Silver Market Call Tonight (BNN TV) 2016-07-26 $20.660

This is silver, and almost exclusively focused on Mexico. You have to have a view on silver. His view is pretty agnostic between silver and gold. They both should be driven by these monetary fears that are driving precious metals at the moment. In silver, he sees more supply growth in the next few years, which means demand is going to have to really step up to take that supply in without the price going down. He sees better supply/demand fundamentals in gold. Also, silver producers are typically way more expensive than gold producers, typically trading at a 50% premium. In silver, this company would be at the very, very expensive end of the spectrum.

Jon Case PRECIOUS METALS UNKNOWN No View
BUY G-T Goldcorp Inc Market Call Tonight (BNN TV) 2016-07-26 $24.160

(Market Call Minute.) He would buy this, but would wait until they report tomorrow.

Jon Case PRECIOUS METALS UNKNOWN Unknown View
HOLD GE-N General Electric Market Call (BNN TV) 2016-07-26 $31.470

Has a large interest in financing. The 1-year chart shows it has been in an uptrend and making new highs. The 5-year chart shows the trend is very healthy. The stock should go higher and he would recommend it for a longer-term hold.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT GEI-T Gibson Energy Market Call (BNN TV) 2016-07-26 $14.810

This is not performing as poorly as the crude oil complex, because it does not have exposure to production. The short term chart is neutral. It probably attracts a lot of dividend seekers. The longer-term chart shows an overhead supply from 2013 to 2015, but is now struggling. There should be resistance at $16-$17 and upwards. Yield of about 9%.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT GLD-N SPDR Gold ETF Market Call (BNN TV) 2016-07-26 $126.000

Gold? A one-year chart shows gold doing very well. Looking at Europe, Switzerland and Japan, which all have negative interest rates, large denomination banknotes are all out of circulation. Depositors are questioning why they should keep money in a bank. The alternative is to be buying gold. The 5-year chart shows a long downtrend from 2012 to the end of 2015 when it had a big break out, which is a bullish sign. He can see this going to around $145, and gold going to around $1440-$1500. To finish any big commodity cycle, you need to take out the high cost producers to shrink the supply. There are a large number of high cost producers in gold with costs around $1100. That sets the base for higher prices going forward.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT HBC-T Hudson Bay Co. Market Call (BNN TV) 2016-07-26 $16.740

This stock has an overhead supply of stock ownership, that seems to be in the high teens, so the upside for the stock is limited. Retail is a tough spot, especially with online sales. It is a very nebulous environment, and is a tough going for the old world, old fashion business.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
TOP PICK HWD-T Hardwoods Distribution Market Call (BNN TV) 2016-07-26 $18.060

One of the largest distributors of lumber in North America, mainly higher grade lumber. Hardwood is in cabinets, high-end flooring, etc., so it is really benefiting from the strong US housing industry. Looking at the retail sales of consumer reports, home furnishings and renovations are the strongest subsectors in consumer behaviour. Thinks they sell 75% of their product to the US, so as the Cdn$ depreciates, this company will do well. Dividend yield of 1.22%.

William Chin TECHNICAL ANALYSIS UNKNOWN Yes View
HOLD ICG-X Integra Gold Corp. Market Call Tonight (BNN TV) 2016-07-26 $0.800

(Market Call Minute.)

Jon Case PRECIOUS METALS UNKNOWN Unknown View
SELL IMG-T Iamgold Corp Market Call Tonight (BNN TV) 2016-07-26 $6.110

(Market Call Minute.)

Jon Case PRECIOUS METALS UNKNOWN Unknown View
COMMENT K-T Kinross Gold Market Call Tonight (BNN TV) 2016-07-26 $6.400

A large gold producer with production at about 2.5 million ounces and all-in costs at about $1100 an ounce. They are in Russia, so there are political risks. About a 3rd of production is coming up in Brazil. There is also a mix of Nevada, Alaska and West Africa. Recently bought some assets from Barrick (ABX-T) which looks like it will be a really good acquisition. The problem, even though they have these new assets, is that production is rolling off from 2.5 million ounces to 1.7 million ounces over the next 3-4 years. He expects cash flow to decline by about 15%. To offset that, he expects they will make more acquisitions, and in this market it is going to be hard to deploy capital and make it accretive. There is better value in other places.

Jon Case PRECIOUS METALS UNKNOWN No View
TOP PICK KGI-T Kirkland Lake Gold Market Call Tonight (BNN TV) 2016-07-26 $10.400

A producer in Northern Ontario with 320,000 ounces a year. They just bought St. Andrews Goldfields, a company that was perpetually starved for capital. They are just digesting those assets now, and thinks they are going to come out with greater financial resources and balance sheet. He also likes the main assets in the Macassa mine, which has grade that goes up as they dig deeper. Over the next 2 years you are going to see the head grades go from 15 g a ton to 18 g a ton. As grades go up, all things being equal, the cash flows going to go up. He sees cash flow expanding by about 15%. Have just had a sudden CEO departure. Rumours are that there was a rift between the CEO and the Board as far as M&A and strategic direction. That has worried a lot of investors which has really weighed on the shares.

Jon Case PRECIOUS METALS UNKNOWN Yes View
COMMENT KMI-N Kinder Morgan Inc. Market Call (BNN TV) 2016-07-26 $20.730

The 5-year chart shows an overhead supply from 2012 to 2015. It is just recovering back to the neck line of around $28, and when it reaches that, there are a ton of people that would like to Sell.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
COMMENT LMT-N Lockheed Martin Market Call (BNN TV) 2016-07-26 $254.760

The chart looks really good.

William Chin TECHNICAL ANALYSIS UNKNOWN Unknown View
PAST TOP PICK LSG-T (Acquired Lake Shore Gold Market Call Tonight (BNN TV) 2016-07-26 $2.080

(A Top Pick June 17/15. Up 57.14%.) Acquired by Tahoe (THO-T), which he continues to hold. There is potential for this to re-rate as investors look to this as an alternative to the senior gold producers that trade at 1.5-2X NAV, with little to no growth.

Jon Case PRECIOUS METALS UNKNOWN No View
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