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
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-26 $0.020

Market. The economy in Canada and the US is fine, but some shorter-term technical indicators have deteriorated, and are giving him some doubts. He tracks 2 different sets of data on his top-down indicators to indicate whether he is in offense or defence. Economic indicators have been strong and have stayed fairly strong across the board. A few months ago, some technical indicators in the overall market started showing a little bit of weakness, so he moved his portfolios to neutral and raised the cash level. Lately he has started to see a few things improving, but it is probably a little too early to move his cash back into the market.

Bruce Campbell (2) CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-26 $0.020

Market. The Cdn$ has run up way too fast and is going to hurt some of our economic numbers, particularly on the trade side. Canada is the worst in the G7, and the Canadian market is lacking in enthusiasm. Economic numbers are okay. The recent pullback has been orderly, but it is still a pullback. We haven’t seen the last of it until we have at least seen some consolidation. He is hoping we will see some good earnings in the earnings quarter which will help perk things up. As long as the market is going down, people get worried.

David Cockfield CANADIAN & ETF's UNKNOWN _N/A View
TOP PICK AGF.B-T AGF Management (B) Market Call (BNN TV) 2017-07-26 $7.260

This has been having a huge turnaround lately. They brought on a new president who is focused on trying to get the performance more consistent with the underlying funds. That has slowed down the redemptions. Thinks the next step will be where they go from slowing down to where they will actually start to see net inflows. Dividend yield of 4.3%. (Analysts’ price target is $7.)

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT APH-T Aphria Inc Market Call (BNN TV) 2017-07-26 $6.630

Thinks this is ultimately going to be a huge growth business, and Canada is probably going to be the trendsetter as far as growth goes. Expects this will become one of those global companies that ends up taking massive market share as the years go by. He is waiting to see how provinces deal with this on regulations. If you are a longer-term investor, you just ride this out, but if you are a shorter-term investor, you should be tactical and when things are crazy and getting out of hand, you trade in and out.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-07-26 $58.290

(A Top Pick July 8/16. Down 0.23%.) If this gets down into the $57, it is definitely a Buy. This is for the dividends.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT BEW-X Bewhere Holdings Inc Market Call (BNN TV) 2017-07-26 $0.365

Given that their market cap is sub-$20 million, it is quite surprising that they’ve signed some of these deals such as Bell Canada (BCE-T) and Huawei out of China. They have technology that allows devices to talk to one another and can track assets. However, they’ve done it with low power. It is going to be a huge market for cell phone companies, as it allows them to go out and sell a whole new reoccurring revenue stream to customers that don’t have product with them right now. Expects that in the next few years this is going to show up on everyone’s radar, and will eventually get taken out by a larger company.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT BKD-X Breaking Data Corp Market Call (BNN TV) 2017-07-26 $2.850

Artificial intelligence machine learning is such a huge thing these days. This company had the technology and a fairly interesting machine learning and AI background for a number of years. They recently did a merger where they acquired a significantly bigger company in Europe, and it has taken a little while for the stock to digest what has happened. Now it looks like there is some traction in the stock price. The company continues to add new users to their platform. Once they are able to turn on the monetization of all those users, there should start to be some revenue and cash flow.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2017-07-26 $77.470

A stock that has a different approach than your typical Canadian stock in that they are in the Caribbean and in Central and South America. Economically, those areas are growing at a much faster pace than the Canadian and US economies.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-07-26 $2.930

This makes 27.5, 30 and 32-foot buses, which are more efficient than running 40-foot buses on the same route. Traction has really started to gain in Canada. They’ve delivered 44 buses this year and said they are going to deliver 200, so production is going to have to be cranked up. He thinks they will get there. They just had an update and said earnings are going to be positive. They have a deal with a company out of the US that does manufacturing, so they have their “Buy America” certification now, which will help them get into the transit authorities. This could be a takeout candidate.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-07-26 $60.250

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
WAIT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2017-07-26 $99.000

Thought this was a little expensive for some time, and yet it kept moving up. It is definitely overpriced at present levels. Multiples are quite high. The dividend is nothing to write home about. He would sit on the sidelines and see what happens over the next while.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-07-26 $9.830

(A Top Pick July 8/16. Down 49.62%.) The recovery in oil prices has been a lot slower than he had anticipated. The company is well-run. They can make money at present oil prices.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT CRH-T CRH Medical Corp. Market Call (BNN TV) 2017-07-26 $4.260

This has been hit extremely hard. It trades to a pretty significant multiple and probably got ahead of itself. On the news and speculation that some kind of reimbursement was going to come, the stock sold down. The code changes are not being reimbursed to the same degree. In the past, they’ve been able to use their currency to a certain degree to make acquisitions. They have just secured a bigger line, so it looks like they’ve shored up their business fairly well. Fairly good cash flow. The reimbursement is going to hurt them, and then the private pay insurance, the majority of their business, will end up coming down over time as well. They are going to have to replace the lost revenue with increased business, either organically or by acquisition.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT CXV-X BLVD Centers Corp Market Call (BNN TV) 2017-07-26 $0.125

This has been disappointing. They’ve changed their compensation program for managers, where they used to operate everything out of head office with no individual profit centres for their individual locations. Now, the individual manager is responsible for their profit and loss. He is hoping to see an uptick in profitability when this starts to come through, probably another quarter or two. Long-term this should be a very strong business, because they deal with addiction treatment in a number of different forms.

Bruce Campbell (2) CANADIAN UNKNOWN No View
HOLD DOL-T Dollarama Inc. Market Call (BNN TV) 2017-07-26 $124.140

This continues to fire on all cylinders. Numbers in the last few quarters exceeded analysts’ targets, and expects that will continue for some time yet. They’ve done a good job of increasing same-store sales as well as the number of stores. They’ve gone from a $1 format to higher price points, and are also accepting credit cards.

Bruce Campbell (2) CANADIAN UNKNOWN No View
WAIT ECA-T Encana Corp Market Call Tonight (BNN TV) 2017-07-26 $12.470

Today was a good day for oil stocks, but you can sit back and wait a little, to make sure of this present bounce in the price. If we get back to the low $50s, and the numbers keep coming in reasonably solid on the reduction in inventory, then you can step in. You might miss the first 5%-10%, but he would like to see more solid numbers coming in.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
WAIT EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2017-07-26 $21.050

This has come up with a plan which encouraged the market, but he feels the market has gotten a little ahead of itself. He hasn’t quite seen how the plan is going to impact them and work on a long-term basis. He would tend to be on the sidelines for a while.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
BUY FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-07-26 $44.510

A good utility. Feels interest rates are going to increase, but at a relatively slow rate. If you want a good, solid dividend paying stock, and a management that has been good in its takeovers, this one does a great job. They tend to increase dividends and revenues at a steady rate.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
DON'T BUY G-T Goldcorp Inc Market Call Tonight (BNN TV) 2017-07-26 $17.140

Golds really haven’t done much over the last while. He is very much on the sidelines. However, they have a valid role to play in portfolios, particularly if we get into more difficult markets. This is a good, solid company. Right now, he is neutral on gold.

David Cockfield CANADIAN & ETF's UNKNOWN No View
WATCH IOM-X Assure Holdings Corp Market Call (BNN TV) 2017-07-26 $3.160

A fairly new company and has only had one conference call with management. Any time you have spine surgery in the US, there has to be 2 other people monitoring. Having 3 people is not very efficient, being set up by 3 different groups and billed 3 different ways. This company has formed a partnership with the spine surgeon in order to integrate the 3 parties into a unified billing, and they split the revenue with the surgeon. There hasn’t been a lot of history on this, but there has been phenomenal growth. They’ve been focusing in Colorado and have hired some sales people in order to expand out into other states around Colorado. It is fairly early, but it is one to watch.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
TOP PICK IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2017-07-26 $24.850

This is Calgary based and are into oil and natural gas liquids. They have storage. Dividend yield of 6.5%. This got sold down with the rest of the energy market. It is a good, base income producing stock and doesn’t have the political problems that the big national pipelines have. (Analysts’ price target is $30.)

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
PAST TOP PICK JE-T Just Energy Group Market Call (BNN TV) 2017-07-26 $6.800

(A Top Pick July 27/16. Down 9.57%.) Was hoping to see a continued turnaround in their business, but they had a softer quarter and he sold his holdings at a loss. Likes the business longer-term, but wants to make sure it is going in the right direction from a quarterly standpoint.

Bruce Campbell (2) CANADIAN UNKNOWN No View
WAIT JET-X Jet Metal Corp Market Call (BNN TV) 2017-07-26 $0.200

These people are going to start up an ultra low-cost carrier in Canada. They haven’t got into flying yet, and haven’t got the business off the ground. They plan to go into some of the markets that are under serviced, where other carriers are not into them right now. They are working with some of the economic groups in those areas in order to get some deals. They’d like to get revenue from seat sales as well as parking and concessions. This is one where you have to wait and see how they execute.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT MBA-T CIBT Education Group INC Market Call (BNN TV) 2017-07-26 $0.750

This is going into student housing for foreign students. They are going to bring these things online and their cash flow is going to be ramping up. The company continues to execute very well.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-07-26 $25.380

His main concern about this is their focus in the Far East, particularly China. He doesn’t trust some of the foreign regimes to stay out of the business. If you are into those areas, you have added a political risk. This company has perked up recently. It’s not a bad company, but the exposure in the Far East has added an element of risk that he is not willing to accept.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-07-26 $50.370

This business is very strong and they continue to execute very well, both from the bus business as well as their coach business. Over time, they’ll probably pull some synergies out of the coach business as well as a stronger business for aftermarket parts. Trading at a reasonable multiple, and is not super expensive.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
TOP PICK PHM-X Patient Home Monitoring Market Call (BNN TV) 2017-07-26 $0.435

Continues to grow organically, and has done a phenomenal job. They had the reimbursement cut a year ago, and since that time they have actually gained back all their business and continue to grow. The company is going to be split and are currently in the regulatory process. Still trading at a very cheap valuation, and can go much higher from here. (Analysts’ price target is $0.85.)

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
PAST TOP PICK PIH-T Pacific Insight Electronics Market Call (BNN TV) 2017-07-26 $10.360

(A Top Pick July 27/16. Down 20.13%.) They continue to execute on an annual basis, but tend to have fairly lumpy quarters. He really likes the business. They continue to get into more vehicles. They are into Ford and Tesla right now. When Tesla rolls out the new models, they’ll probably get more business. Trading at a fairly reasonable valuation.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2017-07-26 $43.060

An Alberta company and quite active in terms of moving oil and gas. It has done well and has a good dividend. One of the advantages of this company is that it is not an international pipeline, so it has a very few political problems. A good, long term investment.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
BUY RY-T Royal Bank Market Call Tonight (BNN TV) 2017-07-26 $93.250

Banks as a group have been more or less sideways. You can buy this at these prices. The dividend is quite safe and will likely be increased. Recent numbers were quite good. You pay a little bit of a premium for this bank, because it is the biggest bank in Canada. In terms of sources of revenue, it probably has the least risk.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-07-26 $117.000

Had recommended this when it was in the $60s. It has had a good run and is now taking a bit of a rest. We’ll have to wait and see what the next earnings look like. They’ve been coming out with spectacular increases in customers and earnings. It is still a risky stock in terms of being a junior and there is competition in the US.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
TOP PICK SIM-X Siyata Mobile Inc Market Call (BNN TV) 2017-07-26 $0.740

This has a number of different technologies, mostly in the mobile communications area. The one that probably has the market most excited is the “push to talk” over cellular. They have this for fleets now, which allows users to broadcast to a number of different people all at once. As well, they are bringing in a number of different devices all into one at the same time. They’ve recently come into a deal with the US that is going to be really broadened out. (Analysts’ price target is $0.85.)

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
PAST TOP PICK SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-07-26 $47.610

(A Top Pick July 8/16. Up 20.25%.) He still likes this and the distribution of their business. A good, long term stock.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT TRP-T TransCanada Corp Market Call Tonight (BNN TV) 2017-07-26 $63.840

Pipelines have had their problems politically, but the Keystone looks like it is on its way. This is going to give them another big source of revenue over time. He considers pipelines as utilities. Revenues are pretty predictable. (See Top Picks.)

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT WPRT-T Westport Fuel Systems Inc Market Call (BNN TV) 2017-07-26 $2.100

He continues to like this. Expects you will continue to see them garner more and more market share as they go along. They’ve announced they are going to be EBITDA positive in 2018, the 1st time in history. Expects to see the stock continue to appreciate with more interest.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
BUY ZEQ-T BMO MSCI Europe High Quality Market Call Tonight (BNN TV) 2017-07-26 $19.790

An ETF that focuses on Europe, for a long-term hold? This is one of his favourites in terms of Europe. It has a number of the big European companies. This has a very high-quality portfolio. His only caveat is that it has a number of UK stocks, but feels the BREXIT concerns are probably overdone, and the UK is going to back into some kind of a deal so that BREXIT really isn’t going to happen.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
BUY ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call Tonight (BNN TV) 2017-07-26 $29.430

A Canadian ETF that does not include energy, mining and financials? This is the only one that he can think of. It has outperformed the market fairly consistently. It is low volatility and there are very few energy stocks in it. This tends to be stocks that are not volatile.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
TOP PICK ZLU-T BMO Low Volatility US Equity ETF Market Call Tonight (BNN TV) 2017-07-26 $29.020

If you want to invest in the US, this would be his favourite vehicle. It has done quite well for him. It took quite a hit recently because of the stronger Cdn$, so the timing is pretty good. You are getting a participation in the market, but a part of the market that is not bouncing up and down. A good way to participate in the US market.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF Market Call Tonight (BNN TV) 2017-07-26 $26.270

If you want to buy banks, this ETF gives you an excellent entrée. You have diversification. The dividend is also fairly generous. A much cheaper way than buying individual banks.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
TOP PICK ZWH-T BMO US High Dividend Covered Call ETF Market Call Tonight (BNN TV) 2017-07-26 $19.230

This has taken about a 10% hit relating to the Cdn$. These are very good quality dividend paying stocks. The dividends have growth sustainability and they also write options. The dividend is excellent and this is a good time because of the Cdn$.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
PAST TOP PICK ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2017-07-26 $38.580

(A Top Pick July 27/16. Up 46.11%.) This continues to execute very well. It has pulled back of late, which is probably from rotation out of the sector. They will be reporting next week, and he expects pretty strong sales again. They’ll probably be helped by all the trouble at Sears, one of their big competitors.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-25 $0.020

Markets.  The TSX is the worst performing market in the world, even taking into account the currency.  The problem for Canadians is that our own market is down.  The strength of the Canadian dollar took away a lot of the gains.  The market in Canada is dominated by banks and resources.  We are totally undiversified.  He as 45% outside of Canada.  Half of that outside of Canada is in the US.  Most political news is noise to the market. 

Norman Levine NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-25 $0.020

Europe Recommendation.  He likes multinationals that are headquartered in Europe (see his top picks).  DEA-N is part of Europe and is the world’s largest liquor company.  The Finish elevator and escalator company KONE (KNBV-OMX) does a lot of business in China.  Sanofi in France he likes also.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-25 $0.020

Canadian Rails.  He is favourable towards them.  Surface transportation companies let you know how economies are doing.  He prefers CNR-T over CP-T. 

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-25 $0.020

Energy. Eventually oil has to be significantly higher than what it is currently trading at. Oil/gas companies in the US have been saying they can produce oil at $30-$40 a barrel. They looked back at one of the top ranked US companies, Pioneer, which lies in the middle of the Permian Basin.  They found their cash flow from operations from 2006 to 2016 were an accumulative $15 billion. Capital expenditures were $16.5 billion. That was with oil at around $78 a barrel. There was only one year where they produced positive cash flow from operations. They funded this through stock issues, debt and selling assets. That is a history of what some US and Canadian companies do. They traditionally sell assets, dilute shareholders, borrow more money, and hope for better times. They say costs are lower and productivity has improved. We are seeing a leveling out of productivity out of 3-4 years because of technology improvement. A lot of these companies sold some great Crown jewels, and have been drilling hoping for better days. Saudi Arabia and most OPEC countries need oil that is in the $80 price range, and probably higher. North American companies need at least $60 oil, just to be treading water.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN _N/A View
TOP PICK ACN-N Accenture Ltd. Market Call Tonight (BNN TV) 2017-07-25 $128.950

The largest consulting company globally. It has morphed very nicely over the last 5 years, and has become the leading consultant towards the Internet and Cloud computing. Cloud computing is really just getting going. Companies need a lot of help in terms of analysis, and how to go about doing it and how to implement it. This is a huge free cash flow generating machine. Dividend yield of 1.9%. (Analysts price target is $133.50.)

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-07-25 $29.160

Will the deal in the US go through? He owns the receipts, which is the right way to play this. If the deal doesn’t go through you are buying the receipts at $29 which pays a 7% dividend. If the deal doesn’t go through, you get $31 back. He thinks the deal will go through. Things are quiet because it is going through the regulatory hearings.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK ARX-T Arc Resources Ltd Market Call (BNN TV) 2017-07-25 $17.460

Montney area, 70% gas.  He thinks the outlook for gas is better than oil.  It has been hurt by the fact that they are a BC energy producer.  We are closer to the bottom than the top in this industry.  (Analysts’ target: $22.50).

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-07-25 $58.170

This has held in pretty well as all good dividends paying stocks did. The big issue with big telcos in general is that half their earnings, interest, tax and appreciation comes from their wire line business. That business is dying slowly. Their offset to that has been acquisitions, boosting their dividend greater than their earnings through tax strategies, their mobile strategy and their forays into advertising and sports content. This is just above investment grade and he would not call it a safe dividend stock.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Unknown View
WEAK BUY BHGE-N Baker-Hughes Market Call (BNN TV) 2017-07-25 $35.250

GE-N is merging their oil and gas operations with them as their largest shareholder.  As a Canadian investor, you get representation in the oil service area.  They are more geographically dispersed than the Canadian industry.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT BIR-T Birchcliff Energy Ltd. Market Call Tonight (BNN TV) 2017-07-25 $6.270

Should they buy Altagas’ Gordendale plant? He would be surprised if they would purchase it. A lot of energy companies try to run asset-like programs. He doesn’t think Altagas would want to sell the asset.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK BKU-N BankUnited, Inc Market Call (BNN TV) 2017-07-25 $33.750

(Top Pick July 25/16, Up 13.19%)  It came out of bankruptcy in 2007.  It is more sensitive to loan growth than interest rates. 

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD CARA-T Cara Operations Ltd. Market Call (BNN TV) 2017-07-25 $24.600

It has not been a good investment in the short term.  Their Western Canada acquisition exacerbated their exposure to their Alberta and Saskatchewan markets.  They are going to expand their St. Hubert and Swiss Chalet products in supermarkets. 

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2017-07-25 $136.440

(A Top Pick July 6/16. Up 31.77%.) This is still a Buy. It has cancer drugs that work. Very, very profitable. Amazing balance sheet. Very, very strong management team.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-07-25 $9.700

It continues to decline. He thinks it is closer to the bottom than the top in oil and he has a small weight in Energy and is starting to get in.  Energy is always a trade.  Sell it when times are good.  Don’t be in a rush to put money in.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK DEO-N Diageo PLC Market Call (BNN TV) 2017-07-25 $119.390

(Top Pick July 25/16, Up 7.59%)  It has been subject to BREXIT.  It benefited when the pound was getting hit.  When the pound went down the costs went down.  Sales continue to rise in North America.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-07-25 $106.420

(A Top Pick July 6/16. Up 11.12%.) A quality name, a quality franchise and well diversified. They create incredibly valuable content that has very, very long shelf life. Their parks, hotels and movie businesses are booming. He believes ESPN will eventually sort itself out. This is still a Buy.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-07-25 $123.050

This has done an exceptionally good job of moving up the food chain and increasing prices to $5. The strengthening Cdn$ is going to help a little, because they source a lot of their product internationally. A very, very well-run company. The one company that is not susceptible to the Amazon (AMZN-Q) potential problems. Trading at a pretty rich valuation.

John O'Connell, CFA NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY ECA-T Encana Corp Market Call (BNN TV) 2017-07-25 $12.960

It is unfortunate it has suffered the way it has, since it split.  It has not worked out very well at all.  The management of both companies has been somewhat questionable.

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD ENB-T Enbridge Market Call (BNN TV) 2017-07-25 $52.130

It was a great performer and then earlier this year it was a poor performer.  He does not average up or down. 

Norman Levine NORTH AMERICAN - LARGE UNKNOWN Yes View
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