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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
  
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Markets.  Over 12 of the last 13 years, something unusual has happened in the summer.  Last year it was Ebola and the Ukraine, and this year it is Greece and China.  Then the markets go down.  China is propping up the stock market by getting institutional investors to buy more.  They had a 30% drop in one month.  You are going to have more volatility in the markets during the summer.  Once you get past the volatility then you are set up for upside.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
WATCH A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

S&P 500.  It broke below its 200 day moving average today, and then came back.  It should go sideways for a bit.  It should go up by end of year.  There could even be a summer rally.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Greece and the Bond Market.  This morning the reaction was a strengthening US dollar and then a strengthening in bonds.  It is a flight to safety.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-06 $0.020

Educational Segment.  Volatility vs. Markets.  When the volatility spikes, the market goes down.  This happens every year.  Reduce equities in May and watch for volatility.  Then the summer rally happens.  Last year it happened in the middle of October.  But a lot of times it happens in the summer.  As of today, your finger should be on the trigger to maybe buy over the next two to three weeks.  You have to watch for the trend of volatility to end.  Wait for the VIX to come down again, completing the spike.  Gold seasonality:  July 9th, gold usually starts to go higher until the end of October.  Support going back to last November is still in place.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Markets.  Greece is inevitable.  It is a huge crisis.  The logic end is that they leave the euro, even if not the best end.  They got in under false pretenses.  The little guy is suffering at the expense of everybody else because they don’t pay their taxes there.  It’s the little guy with savings in Greece who gets paid in Greece.  The euro was set up to benefit Germany, which it did.  The contagion from Greece is not as huge as people think.  The markets have not sold off as much as people would have thought.  He was hoping for more sell off so he could buy companies cheaper.  In the event of a market correction it would not be commodity stocks because it is way too early. He would look at multinational companies headquartered in Northern Europe, but doing business around the world.  He would not look as much in Canada.  The US dollar is down today meaning that the markets have priced in Greece leaving the euro.  

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Banks.  He is not all that positive on Canadian banks.  He is more positive on the US banks.  He has BNS-T only.  It is a relative call.  The Canadian economy will be much slower, if it grows at all.  Canadians are overextended and he does not see as much loan growth.  In the US the banks have much more interest rate exposure. 

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Gold.  Money flows into the US dollar not gold when there are issues.  He would be more interested in gold ETFs than gold stocks because of issues at mines.  There is lots of other stuff to own.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-06 $0.020

Pipelines.  He just sold TRP-T to reduce exposure to the beneficiaries of the search for yield.  He can’t advocate putting new money into them.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

Gold. Chart shows a group of lows from 2013, and it looks like it is wedging. The sentiment is negative on gold, which is a positive. He thinks the weak money has disappeared from gold and is now moving into stronger hands.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

Markets. Since March 2009 we’ve had 2 advances. The 1st advance for the first 2 years was what he calls a rebound bull, which is a drop followed by a rebound back. This was followed by a small bear. Around 2012-2013 we began a new advance. There is probably another year to go yet, and investors need to pay more attention. Don’t get involved with the broad indices. Avoid ETF’s that has every stock in the planet in it. Go for seculars and go for the dominant theme. Dominant theme investing will get you through bulls and bears, because dominant theme is a long-term trend. Some current dominant themes would be healthcare and Agro. Also, lumber has a ways to go. Transports are dominated by rails and airlines, and he thinks it is more consumer sensitive. On the other hand, the Russell 2000 is economy sensitive and is starting to outperform the transports. This is a good sign and is telling him that the US economy is going to march forward.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-06 $0.020

US fracers. Why is this group down? The oil group in general peaked in mid-2014, and then plummeted down to a low in December/14. It rallied back and is now testing that low. Some are breaking that December low and some are not. The fracers are leading the sector. Today was a very special day for the entire energy sector.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC _N/A View
DON'T BUY AA-N Alcoa Market Call (BNN TV) 2015-07-06 $11.030

His outlook is not good near to medium term.  Your major buyer is China, but they actually produce aluminum themselves.  The outlook is not good.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2015-07-06 $126.000

The big growth spurt was from 2006 to 2009, followed by a growth spurt in 2009-2011 and another one from 2013-2015. That is 3 growth spurts and this stock is in the 3rd phase. A lot of money was made in the 1st spurt, but not as much in the 2nd and even less in the 3rd. He thinks growth in this company is going to slow down. Most of the easy money has been made. He wouldn’t get too excited about this.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
COMMENT ABT-T Absolute Software Corp. Market Call Tonight (BNN TV) 2015-07-06 $8.870

Chart shows a down period from late 2007 into 2009, followed by a long advance. It may now have digested all of the bad stuff and is now just trying to break out. Looks promising. Comparing this to the XIT-N, it is matching the performance, which is not a bad thing because the XIT is doing rather well.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
HOLD AC-T Air Canada (B) Berman's Call 2015-07-06 $13.340

It is in an upward trend on a longer term basis.  Seasonally, it goes higher October to December of each year based on winter vacations.  Technicals are okay.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK ADN-T Acadian Timber Corp Market Call Tonight (BNN TV) 2015-07-06 $18.700

(A Top Pick May 22/15. Down 0.67%.) Still looks good and lumber is a dominant theme, so if you own, continue to Hold.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
TOP PICK AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2015-07-06 $30.790

Chart shows a long period of sideways congestion from September through to May, followed by a breakout which it is testing right now. Hit an all-time high recently, and when a company does this, it is never the last one. It should work higher.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
DON'T BUY AR-T Argonaut Gold Market Call Tonight (BNN TV) 2015-07-06 $1.730

Chart shows lows in mid-2013, mid-2014 and late 2014-early 2015. This was a good day for gold and this company did not participate. A relative under performer.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
COMMENT ASHR-N Deutsche X-trackers Harvest CSI 300 China A-Shares Market Call Tonight (BNN TV) 2015-07-06 $41.340

An ETF on the China situation? This tends to track the Shanghai composite pretty closely. It is fairly new, which is a problem for technical analysis. Chart shows a flat congested period August to November, followed by a rally with some support at around $38. If it can hold at $30, you should be okay. (See also FXI-N)

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
DON'T BUY BAC-N Bank of America Market Call (BNN TV) 2015-07-06 $16.940

He prefers the regional banks as opposed to the money center banks.  They have big capital market divisions and that is not earnings quality to him as loaning money out.  He likes BBT-N, and BKU-N.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY BAD-T Badger Daylighting Market Call (BNN TV) 2015-07-06 $25.930

He recently started buying it again.  He had looked for two things.  The expansion in the US – would it sacrifice margins, and since half the business is energy related he wanted to show they handled that.  They moved trucks to the non-energy area and margins were okay for the last two quarters.  So he has no problem owning it and buying again.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-07-06 $63.930

Chart shows the peak at around $50 from 2007-2010, followed by a rebound bull, a small bear followed by a breakout. It is now showing a slight period of underperformance. Every investor should have 15%-20% in bank stocks, but he would just buy an ETF basket, such as ZEB-T.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
WATCH BTO-T B2Gold Corp. Berman's Call 2015-07-06 $1.930

Gold is just turning positive at the end of this week.  By end of month the stock should turn positive also.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT C-N CitiGroup Market Call Tonight (BNN TV) 2015-07-06 $55.080

US banks have been doing rather well and are finally getting some traction. Keeping up with its peers and looks favourable. It is trying to make a breakout. Thinks this works higher with the rest of the group.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
PAST TOP PICK CAE-T CAE Inc Market Call Tonight (BNN TV) 2015-07-06 $14.820

(A Top Pick May 22/15. Down 2.3%.) Aerospace is one of his favourite themes. This company has been trying to break out of a series of highs of a little over $15. Every time it tries to break out, it gets smacked down again. A very frustrating stock. Still a Hold if you own.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-07-06 $156.850

(Top Pick June 23/14, Up 54.51%) It is a ten bagger for some clients.  He cuts back when it hits 9-10% of a portfolio.  Canadian based multinational packing company in pressure sensitive labels.  There is still lots of growth.  Don’t be scared by it being a $150 stock.  It is a good dividend grower.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
WAIT CCO-T Cameco Corporation Berman's Call 2015-07-06 $17.650

It is forming a nice base pattern.  It should move higher from December to May, seasonally.  It is not showing strong momentum at this stage in the markets.  Uranium contracts are signed early in the new year. 

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
HOLD CJP-T iShares Japan C$ Hedge ETF Market Call Tonight (BNN TV) 2015-07-06 $15.320

Chart shows lows from 2009 to 2012. The rebound bull in 2009-2010 didn’t work out. It is now starting to break out. There is a falling wedge from 2010 into 2012, which is very bullish. Thinks this goes higher.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
WAIT CNR-T Canadian National R.R. Berman's Call 2015-07-06 $72.900

Does very well from mid October to mid April.  It has come down and broken a support level.  Wait until October.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK COW-T iShares Global Agriculture ETF Market Call Tonight (BNN TV) 2015-07-06 $32.930

This tracks specific agricultural stocks. Chart shows an advance from January through to April, followed by a bit of a consolidation in June. He thinks this is going to break out and go higher.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-07-06 $25.810

He used to own it but no longer does.  The dividend looked safe because of hedging.  But he sold because they can’t continue to hedge out at a price like that. He wonders about the long term safety of the dividend.  They have been making a lot of acquisitions to grow and they kept issuing stock that diluted the stock. They are starting to do that again.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
DON'T BUY DHX.B-T DHX Media Market Call Tonight (BNN TV) 2015-07-06 $9.550

Not a fan of dual share companies. This story had been very compelling and became over-loved. A compelling story can only get so compelling before it runs out of steam. Technically it is not going anywhere.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
DON'T BUY EFN-T Element Financial Market Call (BNN TV) 2015-07-06 $19.440

It has grown a lot in a short period of time.  It has been a great ride, but not a value stock.  Senior management had some issues many years ago and he got burned.  Once burned, twice careful.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT FXI-N iShares Xinhua China 25 ETF Market Call Tonight (BNN TV) 2015-07-06 $43.840

An ETF on the China situation? The 10 year chart shows a financial crisis peak in late 2007 with a low in late 2009. This was followed by a rebound bull followed by a long sideways period of congestion. It seems to be finally trying to break above the peaks in the congestion, so he thinks it is probably just getting underway. It looks interesting. The strong US$ may hurt the performance a bit. (See also ASHR-N)

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
TOP PICK GE-N General Electric Market Call (BNN TV) 2015-07-06 $26.310

It was a very good industrial based company.  It was transformed to financial just in time for the financial crisis.  They are in the process of disposing of their financial exposure.  It is trying to transform itself back into an industrial conglomerate.  He thinks this is very positive.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
TOP PICK INP-X Input Capital Corp Market Call Tonight (BNN TV) 2015-07-06 $3.000

This company finances canola crops. There is a new bull cycle in rapeseed. He likes the grains in general and thinks this company is going to be a beneficiary of a recovery in the grain market.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Yes View
HOLD IPL-T Inter Pipeline Berman's Call 2015-07-06 $28.350

It has been in a trading range for 8 months.  There is no technical indication of changing this trend.  You can hold it for the dividend.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK KNEBV-OMX Kone Oyj Market Call (BNN TV) 2015-07-06 $0.000

(Top Pick June 23/14, Up 15.09%) Elevators: new construction (China Exposure) plus maintenance. The China business is slowing some, but the maintenance business is picking up.  He would still buy it and does for new clients.  It trades on pick sheets (KNJBF).

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
HOLD MG-T Magna Int'l. (A) Berman's Call 2015-07-06 $72.330

Strong from Mid October to Mid April.  On a technical basis this one has done better than that this year.  Technically it is okay, but seasonally it is not positive.  However, if it is doing well, then you stick with it.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY MMM-N 3M Co. Market Call (BNN TV) 2015-07-06 $155.080

It generally reflects the US economy.  It is an innovation company, depending on new products.  It has not been as innovated as it could have been.  It is okay, but not an exciting stock.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
BUY OTC-T Open Text Market Call (BNN TV) 2015-07-06 $50.070

He recently bought it, shortly after it disclosed some problem earnings.  He has just gone in and bought the stock as it is a temporary situation.  They are making acquisitions in the cloud computing area.  It will not go up over night.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
PAST TOP PICK PLL-N Pall Corp. Market Call (BNN TV) 2015-07-06 $125.110

(Top Pick June 23/14, Up 47.24%) It is in the process of being taken over.  The deal will close later this year.  He views it as cash.  He has been building cash to between 15-20% because he thinks the market will sell off at some point.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
DON'T BUY SBUX-Q Starbucks Market Call (BNN TV) 2015-07-06 $54.305

Generally has been a fabulous investment.  They continue to gain share.  He does not own it because it is not a value stock. 

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2015-07-06 $54.305

This is in the sector that has been pretty strong. The model is well-liked. Chart shows the low was in late 2008 followed by a rebound bull. Then there was a mini bear in 2012. This was followed by new highs. He thinks this works higher.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
WATCH SLW-T Silver Wheaton Berman's Call 2015-07-06 $22.210

Silver and Gold bottom July 9th, seasonally.  SLW-T is connected to what is happening with Silver.  You see signs of it basing out.  Watch the technicals for Silver as well as this stock.  If short term momentum indicators start to go up then consider stepping in.

Don Vialoux NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK SNC-T SNC-Lavalin Group Inc. Market Call (BNN TV) 2015-07-06 $42.130

The Government of Canada said they are changing the anti-corruption rules.  SNC cleaned themselves up.  This new regulation no longer prevents them bidding on government contracts for 10 years.  They are still winning new contracts.  It is costing them because the world bank has them shut out still.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
DON'T BUY TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2015-07-06 $11.870

This is a coal conversation.  He owns less in the commodity area.  This is the only name.  He is there just in case he is wrong.  He is negative on commodities across the board.  They trade in decade long cycles and we are half way through a negative cycle.  There is no rush to be in commodity stocks.  He has a little bit of this one in case he is dead wrong.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
DON'T BUY TRN-N Trinity Industries Market Call (BNN TV) 2015-07-06 $25.300

One of the biggest in rail cars, barges also.  The stock did really well as the demand for oil to be shipped by rail was growing.  Then there was safety issues with existing cars, then the price of oil came down and not as much was shipped, and one of their smaller divisions makes highway barriers and they put out some that are not up to snuff and you die if you hit them.  There are lots of law suits out there.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Unknown View
SELL TRP-T Trans Canada Corp Market Call (BNN TV) 2015-07-06 $50.280

He just recently sold it.  His clients did very well.  He is starting to reduce his exposure to these companies that benefited from interest rates going down and the flight for yield. 

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
DON'T BUY TSLA-Q Tesla Motors Inc Market Call Tonight (BNN TV) 2015-07-06 $279.720

Chart shows a long period of consolidation from 2011 and into 2013 followed by a break out in 2013. There is a broken trend line from 2013 up to 2014 and it peaks across at around $280. He would think that the advance on this is near completion. Wouldn’t want to be long on this.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
BUY VLO-N Valero Energy Corp Market Call (BNN TV) 2015-07-06 $65.340

Owned personally in the past, but it is too volatile for his clients.  It has done well over the year and seasonally the demand is highest here.  They don’t find or produce oil.  They buy it and refine it and they own gas stations.  It is a good company to own long term.  Over two years the refiners could be the right place to be, but they will be more volatile.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC No View
TOP PICK VOD-Q Vodafone Group PLC Market Call (BNN TV) 2015-07-06 $35.980

Europe used to be far ahead of us in cellular.  Now North America with LTE is ahead of Europe.  They are starting to spend money on infrastructure and raising rates there.  In Europe the government wants to decrease the number of players.

Norman Levine NORTH AMERICAN - LARGE OPTIMISTIC Yes View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2015-07-06 $72.530

Chart shows the financial crisis peak in 2008 followed by a very weak rally rebound from 2010 to 2011. It finally broke out of the old peak in 2012. There has a primary trend line running from 2013 to 2015, and a shorter chart shows that that primary trend line has been broken. However, the chart does show support at around $72. He wouldn’t be shorting this right now. Also, when you get a market this nervous, money tends to go into safe consumer discretionary areas.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
SELL YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2015-07-06 $3.730

This is a case of a company that was well loved and was recommended by a lot of professionals. The chart shows an advance from 2010 up to the end of 2012, followed by a break down. Bullion made a low in mid-2013 and mid-2014, and this company took out the lows of the broader indices and gold, so it is a poor relative performer. He would ignore the story and move on to other gold stocks. If you’re going to go for gold, buy a basket suchs as the iUnits XEG-T, BMO ZJG-T or iUnits XGD-T.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
PAST TOP PICK ZGI-T BMO Global Infrastructure ETF Market Call Tonight (BNN TV) 2015-07-06 $32.840

(A Top Pick May 22/15. Down 2.93%.) If you own, continue to stick with it.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC No View
COMMENT ZUH-T BMO EqWt US HthCare Hedged CAD Market Call Tonight (BNN TV) 2015-07-06 $44.470

A basket of US healthcare stocks, Cdn$ denominated, so you don’t have to worry about currencies. He thinks this is a good deal. There is no sign of a downtrend and thinks it goes higher.

Bill Carrigan TECHNICAL ANALYSIS OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-03 $0.020

Economy. Government bond yields, leading economic indicators (LEI) and the price of oil are all positive. The LEI is above the 18 month moving average, which is a positive sign. He is always looking to see whether oil has gone up by 80% or more over 12 months, and it hasn’t, but has actually dropped. We need oil to be in the $75 range for that to happen. Also, wants to see a normalized yield curve where short-term rates are lower than long-term rates. These show that there is no risk of a recession in the next 6-9 months. If there was going to be a recession, he would want to be out of the market, or at least taking some sort of defensive action. The market would turn down prior to a recession starting. Margin debt is now hitting an all-time high and he wants to watch when that starts to come down, which means that liquidity is coming out of the market. Even though markets had been hitting new highs in the US, he wasn’t really seeing the breadth that he would like. Would like to see more stocks hitting new highs and carrying on. Seeing a lot of new opportunities in a lot of areas that he hasn’t looked at before.

Bruce Campbell (2) CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-03 $0.020

Markets. If it wasn’t for Greece, this whole week would have been extremely dull. There was some interesting action on Wednesday, Thursday and Friday with things that happened in the US healthcare sector. A lot of people were sitting on the sidelines waiting to see what happened with Greece. He really doesn’t think that situation is going to be a big issue. Market systems, governments, market participants and banks are much more prepared to hold this contagion. The only thing that does concern him is if Greece does exit the euro, and a blueprint is suddenly in place for other distressed countries or economies to do the same thing. There are 2 things that have been in the press. A bubble watch, which he actually doesn’t see at all as he doesn’t think things are stretched. However, he does believe the debt levels and getting out and unravelling this debt is going to be a big issue, so if he wants to buy a large global ETF that is exposed to the economies, he’d be a little bit more nervous. Because of this, he finds more comfort in owning individual companies. If you are going to own a global ETF’s with a very, very low competitive MER, that is great, but you have to stay committed to it for 15-20 years. His concern is that we haven’t really been tested for a while, so if you haven’t changed or made plans around what your strategy is since 2008, then you could be in for a big surprise. He advocates using stop losses to take you out.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC _N/A View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2015-07-03 $53.800

This is really a cash flow machine. Have been growing cash flow and earnings at a phenomenal rate for the last 5 years. Earnings have grown at almost 30% compounded per year. They just keep building up cash and then going out and make an acquisition. Have really freed up their balance sheet in the last little while. After they made a pantry acquisition they have been paying down some of their debt, and he wouldn’t be surprised if they made another acquisition fairly soon. Every time they make an acquisition, the market always doubts what they have done, but turns out better than what has been expected. Dividend yield of 0.33%.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2015-07-03 $53.800

Second largest convenience store operator. They continue to just keep delivering solid results. They digested the Pantry acquisition in the US and we’ll see how that is going on when they report on July 14. Dividend yield of 0.33%.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs OPTIMISTIC Yes View
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