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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) 2015-02-26 $0.000

Markets.  You want to be pretty selective in where you put your money and be a bit quicker to get rid of things that aren’t working for you.  3 years ago Canada was the place to be.  Then she moved to the US and it was a good place to be.  She is 65% is the US now.  Technology continues to be her largest sector.

Jennifer Radman US LARGE SELECTIVE _N/A View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-02-26 $0.000

She does not like consumer products tech companies because of how fast the consumer shifts their preferences.  She is always watching it, however.

Jennifer Radman US LARGE SELECTIVE No View
PAST TOP PICK ANN-N Ann Inc. Market Call (BNN TV) 2015-02-26 $0.000

(Top Pick Jan 10/14, Down 2.39%) This one is lagging.  As long as she sees management doing something she sticks with the name.

Jennifer Radman US LARGE SELECTIVE Yes View
BUY BA-N Boeing Market Call (BNN TV) 2015-02-26 $0.000

They have about 5 years of backlog orders in their business.  You can probably get a bit of a better entry point if you are patient.  Not a bad pick.

Jennifer Radman US LARGE SELECTIVE No View
TOP PICK CSCO-Q Cisco Market Call (BNN TV) 2015-02-26 $0.000

It is just starting to get going.  When you consider the net cash flow there is a lot of value in the stock.  The company has been very up front about how they are dealing with competitive threats. 

Jennifer Radman US LARGE SELECTIVE Yes View
BUY on WEAKNESS CSX-N CSX Corp Market Call (BNN TV) 2015-02-26 $0.000

Good things going on with Intermodal growth.  They have been getting tightness in the trucking market because they can’t find drivers and now with layoffs in the energy space it is spilling onto the rail side.  These are temporary issues.  She feels there is just a temporary blip in this story.  She would buy on weakness.

Jennifer Radman US LARGE SELECTIVE Yes View
TOP PICK CTSH-Q Cognizant Technology Solutions Corp. Market Call (BNN TV) 2015-02-26 $0.000

They help companies be better through technology.  It used to be cost cutting and outsourcing and now it is moving more to how to use technology to differentiate the product.  They are focused on healthcare and financial services.  There is quite a bit of run room in this one.  There was a temporary profit warning and she bought into that.

Jennifer Radman US LARGE SELECTIVE Yes View
HOLD CVS-N CVS Health Market Call (BNN TV) 2015-02-26 $0.000

They are targeting how to generate traffic.  They have the pharmacy benefits side which is seen as a competitive advantage.  New money should get a better opportunity over the next little while.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY DIS-N Walt Disney Market Call (BNN TV) 2015-02-26 $0.000

Has been a great performer.  They have been firing on a lot of cylinders.  They are trading quite a bit above where they have traded historically so she does not own it.

Jennifer Radman US LARGE SELECTIVE No View
TOP PICK GWW-N W. W. Grainger Inc Market Call (BNN TV) 2015-02-26 $0.000

Digitized their large catalogues of manufacturing parts.  They focus on working capital.  It is a very large scale business.  There is some energy overhang so the share price has not done anything in two years. 

Jennifer Radman US LARGE SELECTIVE Yes View
DON'T BUY HD-N Home Depot Market Call (BNN TV) 2015-02-26 $0.000

Results are consistent with the better economic numbers and wage growth.  She does not own it due to valuation.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY IBM-N IBM Market Call (BNN TV) 2015-02-26 $0.000

It has not been a pretty picture for IBM.  8% revenue decline over the last quarter. 

Jennifer Radman US LARGE SELECTIVE Unknown View
BUY KKR-N KKR & Co. LP Market Call (BNN TV) 2015-02-26 $0.000

Has been flat for bit now.  They had strong realizations as they sold off businesses and now it is a question of what is next.  She sees a very good underlying yield to the story.  They had some energy exposure that was marked down this past quarter.  She likes the management team.  There is quite a bit of opportunity for them.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY KR-N Kroger Co. Market Call (BNN TV) 2015-02-26 $0.000

It has had a pretty good run and it is not attractive from a valuation point of view.  It will pullback more than others in a market correction.

Jennifer Radman US LARGE SELECTIVE No View
WEAK BUY LB-N L Brands Inc. Market Call (BNN TV) 2015-02-26 $0.000

They are in great areas and saw great growth in execution.  Better economic numbers and wage growth in the US is positive.  LB-N has been one of the better performers over the last year or so.  There is a concern about how long they can keep up the growth.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY LUV-N Southwest Airlines Market Call (BNN TV) 2015-02-26 $0.000

In the last couple of weeks she has started hearing comments on airline capacity being higher and what impact that has on pricing and margins.  This one is in a good position and has a low cost structure.  The group has had a run and she would not be surprised at a pullback in US airlines.

Jennifer Radman US LARGE SELECTIVE No View
BUY OCX-T Onex Corp Market Call (BNN TV) 2015-02-26 $0.000

One of the companies she is enthusiastic about. A lot of their assets are in US$.  They have strong alignment with shareholders.  It is a core holding and a great opportunity.

Jennifer Radman US LARGE SELECTIVE Yes View
DON'T BUY SBUX-Q Starbucks Market Call (BNN TV) 2015-02-26 $0.000

They have done very well execution wise.  They are going into different lunches and offerings.  A good story but on the valuation front she just isn’t interested.

Jennifer Radman US LARGE SELECTIVE No View
COMMENT SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2015-02-26 $0.000

(Top Pick Jan 10/14, Down 8.96%) It is tied to oil.  She liked it because of ongoing development, which is taking a pause right now.  She bought into a declining backlog, but as we work through this cycle it will be a good stock to own.

Jennifer Radman US LARGE SELECTIVE No View
BUY V-N Visa Inc. Market Call (BNN TV) 2015-02-26 $0.000

Has been doing well because it has the scale and you are seeing the growth in transactions.  It has always been a high multiple stock.  She just hasn’t seen a good opportunity to get in recently.

Jennifer Radman US LARGE SELECTIVE No View
PAST TOP PICK VAR-N Varian Medical Systems Market Call (BNN TV) 2015-02-26 $0.000

(Top Pick Jan 10/14, Up 14.91%) Hospitals stepped back to see what the environment was like and now orders have picked up.  It is one of the cheapest names still in the health care space.

Jennifer Radman US LARGE SELECTIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-25 $0.020

US Markets. US stocks are trading at about 17X earnings. Given the interest rate environment, profit margin growth and productivity trends, it is probably in fair market range. You have to look at individual sectors, industries and companies for your growth, as opposed to allowing the market itself to take you higher. With lower rates, the cost of capital is cheaper for corporations and they are more likely to make money easier, so profit growth is more easily accomplished. From a market standpoint, rates (bonds) are a competitive asset class, so when you have low rates, people gravitate towards stocks. Also, you could look at it from the point of earnings yield. If you take the P/E ratio, and invert it, E/P gives you an earnings yield which, historically, has pretty much matched the B-AA bond, the worst investment grade bond out there. Currently, there is about a 2 point spread, which means that either valuations can go higher, or interest rates will go higher. His suspicion is that both will happen. You are going to see articles that the multiple in the market is getting way out of whack, and this is going to happen in large part because energy companies are expecting to see earnings halved in 2015 over 2014. That is going to have an effect on the multiple of the S&P 500. You have to look at 2 things. 1.) Is it a transient event (which is debatable) and 2) it is isolated to energy companies and one should look at the other 9 major sectors. There is going to be lots of places to look for value.

Gordon Reid US EQUITIES BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-02-25 $0.020

Tax Info. One of the very big things for people who have foreign assets is the Foreign Income Verification form (T1135). This is a complicated form to complete and is required for anybody who has $100,000 of foreign assets outside of their RRSP. You can go to www.goodreid.com to E-articles to read about this.

Gordon Reid US EQUITIES BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-25 $0.020

Economy. Here we are 6 years after the crisis and not only have we had all the geopolitical problems, it is like the world has been having a huge experiment in the monetary policies. No one quite knows how it is all going to turn out. It almost seems to be a race for the bottom in currency wars the way people are lowering their bank rates. Some are even negative now. Quantitative easing is also spreading across the world. At the same time, the US$ has been so strong that it is almost like people have been cutting rates to become more competitive. At what point does the US become unhappy with this? He thinks it is beginning to seep a little bit into US manufacturing, but nonetheless their economy seems to be the one that is strong and growing. It has been the place to be the last couple of years. In Canada we have had the opposite effect through oil prices collapsing, which is also having ripple effects across our economy. As a value investor, to position yourself over the next business cycle, you have to figure out where you want to be, how you want to do it and try to figure out what opportunities are going to come from these kinds of changes that are happening. That is what he is struggling with now.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-25 $0.020

What metrics do you focus on, as to whether a stock should be classified as Growth or Value? As a value manager, he tries to judge what he is paying for against what he is getting now, and is likely to be there in the future. He is looking much more for organic growth rather than through acquisitions. If you are looking at stocks in any one industry, growth stocks are generally going to have higher multiples, whereas value managers are probably going to be buying more return on equity.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-02-25 $128.790

There is more clarity than there was 2-5 years ago, when it was thought that they had to reprove themselves on innovations. They now have new products coming such as the new watch and Apple Pay. He thinks there is still a lot of growth and a long runway. Have become much more shareholder friendly. No company globally produces the amount of free cash like this company. His guess is that the 1.44% yield will probably close to double in April.

Gordon Reid US EQUITIES BULLISH Yes View
COMMENT AIG-N American International Group Market Call (BNN TV) 2015-02-25 $54.800

He likes this. It is coming out of the mess of 2008 and becoming a traditional property/casualty Company. Sold off their aircraft leasing operation. Trading at about 10X earnings and only about 75% of BV. Very good value. The future is bright.

Gordon Reid US EQUITIES BULLISH Yes View
TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2015-02-25 $11.800

One of the largest Canadian construction companies. Has been hit as a large proportion of their earnings come from energy related areas. However, they are also very big in infrastructure. Trading close to BV. Management over the last couple of years has achieved a significant turnaround in the operating efficiency of the company. A sale of their exposure to the Quito Peru airport, is also a positive to their balance sheet. Yield of 3.05%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2015-02-25 $16.490

If you have a spot for a financial to complement the rest of your portfolio, you should fill it. This one is an opportunity. Generally speaking, the whole group is going to move together. It is going to take a catalyst and that catalyst is likely going to be higher interest rates that will allow net margin spread to increase because of a steepening yield curve. This is a decent choice in US banks. (See Top Picks.)

Gordon Reid US EQUITIES BULLISH No View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-02-25 $2.600

This is quite a controversial company. He has not recommended this one for some period of time. It is highly levered. Has been very disappointed in the development of the C series. Having a flight test very soon, so a lot of what happens to the stock will be dependent on the results of that. Recently had to do quite a large issue. At these levels, this is a speculation rather than an investment.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT BNP-T Bonavista Energy Corp Market Call Tonight (BNN TV) 2015-02-25 $7.210

Has been hammered along with a lot of other energy stocks, but this has always been one of the better managed companies in the group. It is proportionately more exposed to natural gas. With the current pricing of energy commodities, you have to ask how safe the dividend is. This management has always been better at executing in the oil/gas area. For people that are looking for more speculation in their portfolio, this might be a small piece of their portfolio because it could have tremendous upside relative to the downside.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2015-02-25 $65.820

We have seen a mix of earnings coming out from the banks. On this one, you are dealing with a different kind of international diversification. Not sure that their exposure to South America and the Caribbean are going to be a big positive catalyst right now. He does like this bank and thinks it is fairly well priced at the current levels. Dividend yield of 4%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK C-N CitiGroup Market Call (BNN TV) 2015-02-25 $52.090

CEO is doing a good job and concentrating the bank on core efficiencies. They are getting out of a lot of countries and out of risk areas. They go through another stress test in March, and he is quite hopeful they will be allowed to increase their dividend and their buyback. Relatively cheap on a variety of metrics. Trading at about 10X earnings compared to the average bank that is trading at about 13X. Also, trading at about 90% of tangible book value compared to the average bank of 163%. Yield of 0.08%.

Gordon Reid US EQUITIES BULLISH Yes View
COMMENT COST-Q Costco Wholesale Market Call (BNN TV) 2015-02-25 $147.480

The company has done a wonderful job. He likes the model. They are in a low margin business, but they have the membership fees, which is pure gravy. A nice recurring revenue. However, the multiple is quite high, which has made him shy away. He doesn’t think you can build in any multiple expansion, so it is going to have to be on internal or organic growth.

Gordon Reid US EQUITIES BULLISH No View
PAST TOP PICK CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2015-02-25 $22.190

(A Top Pick March 7/14. Down 24.69%.) He just participated in a recent equity issue they just did. Management has been very proactive. They have taken a couple of rounds of cutting back their CapX for the next couple of years and have raised equity to shore up their balance sheet. It is a tough environment for these companies, but these assets are 30-50 year assets. Expects cash flows are going to be severely hit this year. However, given a turnaround in pricing somewhere along the line, this is going to come back fairly quickly.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
SELL DIS-N Walt Disney Market Call (BNN TV) 2015-02-25 $105.570

Sold his holdings on a valuation basis some time ago. He believes it continues to be a great company and doing a very good job in terms of good solid revenue as well as great cash flow. However, they are expensive. If you own, he would make a switch into Time Warner (TWX-N).

Gordon Reid US EQUITIES BULLISH No View
PAST TOP PICK ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2015-02-25 $14.710

(A Top Pick March 7/14. Up 45.09%.) In this one, he saw excellent management execution of turning this business around. He continues to own, but wouldn’t be a buyer at current levels.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT EFN-T Element Financial Market Call Tonight (BNN TV) 2015-02-25 $15.420

Positioned in the leasing segment of the financial market, an area which has been largely abandoned to some extent by a lot of the larger financial institutions. A well-managed company and is likely to do quite well. However, it is priced very much like a growth stock with a high degree of growth built into the projections. From a price point of view, it is not where he would be comfortable jumping in, but he wouldn’t bet against management.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
BUY F-N Ford Motor Market Call (BNN TV) 2015-02-25 $16.510

To him, this is the best in the automobile space. The new F150 is getting a lot of very good reviews and is the best selling vehicle globally. Total car shipments worldwide are running somewhere around 60 million with 17 million of that in North America. There are lots of opportunities there, but also lots of worries. They have had a tough time in Europe. From an investment standpoint, that creates opportunity. He thinks there is some promise this year and in the next few years for Ford.

Gordon Reid US EQUITIES BULLISH No View
TOP PICK FB-Q Facebook Market Call (BNN TV) 2015-02-25 $79.560

Has been looking at this for a long time and what put him over the top was the sheer size of having 1.39 billion in monthly average users. Some of their purchases such as Instagram and Messenger are doing incredibly well. Also, the advertising trends are very exciting. Mobile for example, which grew 100% year-over-year, is leading the way from an advertising standpoint with Facebook. However, when you look at the statistics, 25% of the US adult media time is done on Mobile, yet only 11% of advertising dollars are aimed at Mobile. There is a lot of room to catch up, so that will be in favour for Facebook. He sees another Google coming along.

Gordon Reid US EQUITIES BULLISH Yes View
DON'T BUY FFH-T Fairfax Financial Market Call Tonight (BNN TV) 2015-02-25 $652.000

This can be somewhat volatile. It is basically an insurance business with a high dependence on what they earn on the investment side of the equation. Recently announced an acquisition of an insurer and reinsurer in the UK, which long-term has an exceptional combined ratio of about 96%, which means their underwriting is positive. In the last month it has come up from $600-$650, so it can be quite volatile. He would buy it at a lower Price to Book than what it is today.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
PAST TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-02-25 $38.550

(A Top Pick March 7/14. Up 30.63%.) Made a big acquisition in the US, which is probably the point where people were having doubts. This was a game changer for them and gave them more exposure to the US. The foreign exchange has certainly worked in their favour. Good management. Thinks the 3.5% dividend is very safe. He continues to hold, but wouldn’t be adding to his position at this price.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
BUY on WEAKNESS GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2015-02-25 $53.570

Has shown a great deal of growth over the last number of years, a lot of it through acquisitions. People would like to see a little more organic growth. They have been expanding in Europe, and margins there have been a bit more under pressure. Trading at about 15X earnings and 2X BV. Has an ROE of around 20%, so it isn’t really, really expensive, but not at the point where he would be jumping in. He would like to see it 15%-20% lower.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
DON'T BUY GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2015-02-25 $104.430

They are getting competition now so they have to charge less for their products. He has been very skittish and cautious on this company. What you saw on the surface was this fast growing low multiple company, which looked almost too good to be true. They charge an enormous amount of money for their hepatitis C drug, but they are now getting a lot of competition. Insurers are now negotiating with their competition.

Gordon Reid US EQUITIES BULLISH No View
DON'T BUY GLW-N Corning Inc Market Call (BNN TV) 2015-02-25 $24.600

Has always resisted this because of his fear of a commoditization, i.e., falling prices. In the LCD world we have seen that. This company has done well because they have been smart in running their business. Based on a valuation level and his fear, he wouldn’t Buy this one.

Gordon Reid US EQUITIES BULLISH No View
TOP PICK HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2015-02-25 $10.590

Over the last few years, they have been putting a lot of money into developing Constancia in Peru, a major copper, molybdenum, gold project, which started to come on stream in the last quarter and will ramp up this year into production. As they do, their production profile goes up quite sharply. Cash flow should increase with this. Last quarter was a little bit affected with some unscheduled shutdowns in one of their mines. Yield of 0.19%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
PAST TOP PICK HD-N Home Depot Market Call (BNN TV) 2015-02-25 $116.310

(A Top Pick Feb 26/14. Up 45.53%.) Not an inexpensive stock. He expects them to make about $5.50 a share in 2015, which puts the multiples in the low 20s. They continue to outperform and surprise on the upside.

Gordon Reid US EQUITIES BULLISH Yes View
DON'T BUY INTC-Q Intel Market Call (BNN TV) 2015-02-25 $33.945

This is a similar situation to Microsoft (MSFT-N) in that they are a very large company and generate a fair bit of cash, but there is really not a lot of traction. Although PCs have had a bit of resurgence, long term he doesn’t think much has changed in terms of predictions that it will be a falling situation.

Gordon Reid US EQUITIES BULLISH No View
PAST TOP PICK KBH-N KB Home Market Call (BNN TV) 2015-02-25 $14.150

(A Top Pick Feb 26/14. Down 28.79%.) A few months ago they came out with a warning that their gross margins were not going to be as good as the Street thought they were going to be. This was because they were paying a much higher price for land. Stock sold off into the high $1100 and he thought it was just too much. The trend in the industry is still very, very positive. He’ll be looking to see if there is a better place to be.

Gordon Reid US EQUITIES BULLISH Yes View
COMMENT LB-T Laurentian Bank Market Call Tonight (BNN TV) 2015-02-25 $49.850

Being one of the smaller banks, it is not one that people spend a lot of time on, which is possibly why it is always sold at a significant discount to the others. However, they are also a much more constrained in their market and in the outlook to expand earnings. When he looks at the projections, he doesn’t see the kind of growth in earnings that people are looking for. In compensation for that, you are taking a much higher dividend yield. If that is what you are holding it for, it is not a bad place to be.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
BUY MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-02-25 $21.770

Canadian banks or Manulife (MFC-T)? Until recently, he thought lifecos showed relatively better valuation than banks. The environment has got to the point now where flight to safety might be tilting a little bit more towards banks. Management has done a superb job since they were in trouble previously and had to cut their dividend. Have changed their product mix so that it is a lot less risky and less exposed to equity markets. Have really built up the wealth side of their business giving them good fees.  Expanded in the US through John Hancock and are expanding into Asia quite a bit. A very good long-term hold.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT MRU-T Metro Inc (A) Market Call Tonight (BNN TV) 2015-02-25 $35.720

We have seen great performance out of the consumer staples lately, and this is no exception. They still have a very good dividend yield. Latest quarter was quite strong and they announced a 3 for 1 stock split. They also increased the dividend. If he owned, he would be looking as to where he would start taking profits. Multiples are getting fairly pricey.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
DON'T BUY MSFT-Q Microsoft Market Call (BNN TV) 2015-02-25 $43.990

Oracle (ORCL-N) or Microsoft (MSFT-N)? Hasn’t owned this for years. Looking at their fundamentals, you will see that they are a very large company generating a good amount of cash, but are having trouble really gaining traction. Some areas of their business are doing well but not large enough to have any major impact on the business. The earnings really haven’t gone anywhere.

Gordon Reid US EQUITIES BULLISH No View
DON'T BUY ORCL-N Oracle Market Call (BNN TV) 2015-02-25 $43.730

nOracle (ORCL-N) or Microsoft (MSFT-N)? Sold his holdings because of waning revenue growth, which still persists. Their revenue growth, at best, is low single digit. You have to look at revenue as the fuel of earnings.

Gordon Reid US EQUITIES BULLISH No View
COMMENT QCOM-Q Qualcomm Market Call (BNN TV) 2015-02-25 $71.680

Just exited his position at about $70. That was because of a warning on earnings by the company based on 1) their ongoing dispute with the Chinese government and Chinese licensees who weren’t paying, and 2) a major customer, Samsung, who declined to use their major LCD chip. Often times you see things overdone in the market and 1st reactions are very, very negative. The stock dropped down into the low $60.

Gordon Reid US EQUITIES BULLISH No View
TOP PICK RBC-N Regal Beloit Market Call (BNN TV) 2015-02-25 $78.210

Motors, generators, transmissions, drives etc. They recently bought a powered transmission unit from Emerson Electric. This will add $.50 a share in earnings in 2015, and he expects a dollar a share in earnings in 2016. The market really hasn’t caught up with this one and it is a very good buy here. Dividend yield of 1.13%.

Gordon Reid US EQUITIES BULLISH Yes View
COMMENT RUS-T Russel Metals Market Call Tonight (BNN TV) 2015-02-25 $25.310

One question that always comes up with this company is the safety of the dividends. It was always a constant 4%, but is now yielding 6%. They are really exposed to industry and infrastructure. It depends on your outlook for those areas. It has come off a bit, but is not at a level where it has shown up on his screens.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2015-02-25 $77.800

Just reported earnings and he hadn’t expected them to be as good as they were. Feels they have the dominant franchise of the Canadian banks, whether in capital markets or retail. Has been expanding recently in the US with its acquisition in California. If you are going to hold this for a few years, you are still going to do well even though it is up rather sharply today. Yield of 3.96%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
BUY SLF-T Sunlife Financial Market Call Tonight (BNN TV) 2015-02-25 $38.740

Right now there is a real dynamic trade-off between this company and Manulife (MFC-T). He owns both companies. With this one, you have a company with a slightly higher yield. Their last quarter had some disappointing elements because of their US subsidiary. They are well exposed to the US market. Much of their product is much less dependent on interest rates and equity markets. He thinks there is room to own both.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT SOX-T Stuart Olson Inc Market Call Tonight (BNN TV) 2015-02-25 $6.800

Amongst the construction companies, this may be considered one of the higher risk/reward members. It has come off so much as a large part of their business is tied to the energy and mining markets. However, on the infrastructure side we are seeing growing backlogs. Thinks management has made some significant changes in the structure of the company and how it is exposed. It has a very good chance of making it through this environment and there could be considerable capital appreciation, but it is not without its risks. Feels the dividend of over 7% is all right for the time being. If he sees more and more projects delayed, particularly in the energy side, they are going to have to examine that dividend in probably 2 or 3 quarters out.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
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