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) 2017-09-19 $0.000

Market. Last year, Canada was the best performing of all the developed nations in terms of our equity market. This year it is very definitely the other way. The big question is, where do we go from here. He is optimistic on the Canadian market over the next 6-12 months, principally because he is convinced we will see an improvement in oil prices that will help the energy sector. If you adjust for the change in our currency, performance has been just about the same to a Cdn$ investor as the S&P, despite the TSX lagging the S&P 500. Thinks we will see definite signs of the oil market tightening in the 4th quarter, and can see it hitting $60 in the next 6 months. Some of the numbers in the US are understated, and are constantly being revised. A very critical point was yesterday when Brent demonstrated backwardation for the 1st time since 2014, which means hedge funds will begin to look at taking long positions if that continues. He likes Canadian bank stocks very much, and is overweight in them. Results have been very good year to date. They are cheap relative to US banks, and represents good value.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC _N/A View
HOLD AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2017-09-19 $0.000

He really likes management. They’ve done an excellent job over the last number of years of increasing production per share and cash flow per share, largely from internal organic growth. Has a good growth profile over the next 5 years. His only problem is that valuation is relatively quite high at the moment, although it deserves it. (See Top Picks.)

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Unknown View
BUY AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-09-19 $0.000

Canada has done an extremely good job of acquiring companies in the US in the utility sector. Something like 70% of this company’s earnings comes from the US. Management has done an excellent job. They have a target of increasing their dividend 10% per year over the next 5 years, and possibly longer. Dividend yield of 4.6%.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2017-09-19 $0.000

(A Top Pick Sept 21/16. Up 28%.) Just did an equity issue because of a huge backlog of projects, about $2.5 billion. If he had to pick one stock to own over the next number of years, it would be this. They increased their dividend over 10% for the last 8 years, and expects they will continue to do that. The #1 infrastructure stock globally. Dividend yield of 4.1%.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
BUY BNP-T Bonavista Energy Corp Market Call (BNN TV) 2017-09-19 $0.000

Management has done a very good job of concentrating assets in their 2 key areas. Had some nervousness over the balance sheet, but that is improving. He is a little more bullish on oil, than natural gas, but he would buy this today. (See Top Picks.)

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC No View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2017-09-19 $0.000

Hurricane impact? In the International segment, which represents just over 30% of their earnings, the Caribbean is actually quite small. The biggest exposure is Jamaica, which he doesn’t think was particularly hit. He wouldn’t be unduly concerned. He likes this bank very much at these levels.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Unknown View
BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-09-19 $0.000

He would recommend this at these levels. The average multiple tends to be just short of 12X earnings for the banks. The acquisition in the US was a good move. Over time, it will make investors feel more comfortable that there is some diversification out of Canada. Feels there is some room for multiple expansion. Dividend yield of 4.9%.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Unknown View
HOLD CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2017-09-19 $0.000

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Both companies, relative to the other stocks in the energy index, have performed pretty well. From this point on, he likes both, and is hard-pressed to tell you which one he would choose. Both have very good growth profiles. This one has made acquisitions recently. They are both very good on M&A on an opportunistic basis. Their balance sheets have been improving steadily. Because they have both held their ground so well, there are better opportunities in some of the intermediate space, in terms of capital gains.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
COMMENT CNR-T Canadian National R.R. Market Call (BNN TV) 2017-09-19 $0.000

His preferred choice in rails, and his biggest investment in that sector. They have a tendency to outperform their guidance, and thinks they will do it again this year. Very strong cash flow growth. Good operating ratio performance. Because of the free cash flow growth, the dividend keeps constantly being increased.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-09-19 $0.000

Had owned this, but sold it at around $17 earlier this year. He was concerned about oil prices. Investors are really being careful about having good balance sheet companies. If you have some optimism on oil prices as he does, he would probably hold onto this. It has been a little unpopular with institutional investors because of all their acquisitions. There are better stocks around if you want to buy one. Dividend yield of about 4%.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC No View
PAST TOP PICK ENB-T Enbridge Market Call (BNN TV) 2017-09-19 $0.000

(A Top Pick Sept 21/16. Down 9%.) Out of favour and is not quite sure why. During this time, they did the Spectra merger. Looking at all the major energy companies globally, including infrastructure, this is now the 8th largest. It is the largest energy infrastructure in the US. Now is a very good time to be picking it up. Dividend yield of 5%, and they have a growth target of 10%-12% a year for the next 8 years. The bulk of their cash flow is covered by long-term contracts.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
COMMENT FTS-T Fortis Inc. Market Call (BNN TV) 2017-09-19 $0.000

He likes this very much. They’ve done a great job in making acquisitions in the US. This is one of the dividend aristocrats of Canada. Thinks they’ve increased dividends 42 years in a row. It is not all that expensive, and is a great, long term investment.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY G-T Goldcorp Inc Market Call (BNN TV) 2017-09-19 $0.000

This has been suffering. Selling at its relative valuation, a discount. A bit of a “show me” stock at the moment. Thinks management has a very good long-term plan, but investors are kind of sceptical in the short term. There are better purchases right now. (See Top Picks.)

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT IPL-T Inter Pipeline Market Call (BNN TV) 2017-09-19 $0.000

Has been out of favour and is the one pipeline he doesn’t own. In the short term, it has limited growth prospects which will impact the dividend growth potential. On a 1-year basis, it doesn’t look particularly attractive relative to a Pembina Pipeline (PPL-T), an Enbridge (ENB-T) and a Trans Canada (TRP-T).

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC No View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2017-09-19 $0.000

Stay with Manulife (MFC-T) or go with Toronto Dominion (TD-T)? Currently prefers banks to the lifecos. Of the 2 major Canadian lifecos, he prefers Sun Life (SLF-T), which has more consistent earnings growth ahead of them. Manulife has just changed CEOs, and thinks the street will wait to look at the execution and changes in strategy in the next while.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Unknown View
PAST TOP PICK MX-T Methanex Corp Market Call (BNN TV) 2017-09-19 $0.000

(A Top Pick Sept 21/16. Up 67%.) Had a tremendous return, and he would continue to own it. The outlook for methanol is excellent, particularly for this company which is on a large expansion program for the next number of years. Their CapX is behind them and they can increase capacity by bringing back one of their Chilean plants on stream, at a very reasonable cost. Generating a tremendous free cash flow and are buying back a lot of stock.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK MX-T Methanex Corp Market Call (BNN TV) 2017-09-19 $0.000

The world’s largest producer of methanol, but it tends to track energy prices broadly. Feels there is excellent demand growth over the next number of years, which this company will participate in. They’ve done all of their greenfield expansion over the last number of years, so will be generating a lot of free cash flow in an environment where he expects methanol prices to be between $350 and $400 over the next 5 years. Dividend yield of 2.3%. (Analysts’ price target is $57.)

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
COMMENT NA-T National Bank of Canada Market Call (BNN TV) 2017-09-19 $0.000

This is his biggest holding amongst the banks. He really likes management, which has done a really good job. Dividend yield of about 4%.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK PEY-T Peyto Exploration & Develop. Market Call (BNN TV) 2017-09-19 $0.000

The lowest cost gas producer in Alberta. He really likes management. They’ll produce BOE’s next year close to 120,000 a day with 53 employees, where over the last 5 years it was between 50 and 55. Very efficient. Natural gas prices have been improving lately. Dividend yield of 6.4%. (Analysts’ price target is $30.)

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
HOLD RY-T Royal Bank Market Call (BNN TV) 2017-09-19 $0.000

He likes this very much. Had very good results in the 2nd quarter, and is certainly benefiting from the US acquisition. A well diversified bank. Selling at the highest premium to the average PE multiple of the Canadian banks, which it tends to do.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
HOLD SU-T Suncor Energy Inc Market Call (BNN TV) 2017-09-19 $0.000

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Both companies, relative to the other stocks in the energy index, have performed pretty well. From this point on, he likes both, and is hard-pressed to tell you which he would choose. Both have very good growth profiles. They are both very good on M&A on an opportunistic basis. Balance sheets have been improving steadily. This one is bringing Fort Hills on stream by the end of this year, which will be a significant contributor to cash flow growth. Because they have both held their ground so well, there are better opportunities in some of the intermediate space, in terms of capital gains.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
COMMENT T-T Telus Corp Market Call (BNN TV) 2017-09-19 $0.000

He likes this very much. This and Bell Canada (BCE-T) would be his top 2 choices in the telecom sector. If you want to stick a stock away for the next 10 years, his choice would be Telus. He takes his hat off for their buildout of the fibre to the home over a five-year timeframe, versus BCE which is over a ten-year timeframe. Currently they have guidance for a 7%-10% annual increase in dividends. When the buildout is finished in 2020-2021, he thinks they’ll be able to renew that 10% a year dividend growth rate.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Unknown View
BUY TRI-T Thomson Reuters Corp Market Call (BNN TV) 2017-09-19 $0.000

Generating a lot of free cash flow, buying back stock and increasing the dividend. The revenue growth is somewhat limited at the moment in various segments. Have done an extremely good job on cost savings, and the margins have been expanding for 2 quarters in a row.

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Unknown View
TOP PICK YRI-T Yamana Gold Inc. Market Call (BNN TV) 2017-09-19 $0.000

Has been a disappointing performer and selling at a discount. There was a lot of worry amongst investors and some analysts about the balance sheet because of their building of the new mine Serra Morro, which is now 90% complete, and will increase their cash flow 20%, if not 30% when it is in full production. People are worried it might breach their debt covenants, resulting in an equity issue, but he heard they had hedged 60% of next year’s gold production, and 70% of copper production, at prices above what they had budgeted for. In addition, Serra Morro will see them increase their silver production by about 40%. Dividend yield of 0.8%. (Analysts’ price target is $3.50.)

Nick Majendie CANADIAN LARGE CAUTIOUSLY OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-18 $0.020

Markets.  Everyone is wanting to buy into dips but the markets keeps grinding higher.  He does not think the valuations are attractive however.  Quantitative tightening could be negative for markets.  It is huge to the markets that Trump brings tax reform.  Perhaps we will get a ‘sell the news’ impact. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-18 $0.020

Infrastructure ETF recommendation.  He is not sure there is one that is hedged to the Canadian dollar.  A lot of ETFs leave out the engineering companies.  ZGI-T and CIF-T are two Canadian ETFs but are not hedged.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-18 $0.020

A full cost mutual fund is probably 2.5-3% cost.  You get active management.  An index ETF is lower cost but you don’t get the active management.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-18 $0.020

Educational Segment.  (weekly series) What Investor Personality Are You?:  2. The Preserver / Conservative.  They have typically done well in their business or career and have always been conservative.  As they get older they get TOO conservative.  They tend to have more fixed income.  Over the last 30 years they would get 6-7% returns.  Over the next 10 years you are looking at a return of 2.5% before fees with higher risk.  He does not think you can re-think what kind of investor you are. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-09-18 $0.020

Move mutual funds to a Canadian Bank ETFs? It is not a good idea to concentrate your portfolio into one sector.  You should be globally diversified also.  ZWU-T gives you utilities and telcos.  It is 20% global.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-18 $0.020

Oil a year from now.  It will bottom late in the year and then the question is what the weather will be like.  If we had a cold winter the price of oil can react quite quickly to the upside, as well as Nat Gas.  He thinks tax loss this year will be severe.  Then we get $60 oil by Q3 and $80 in 2020 (WTI).  You would need a major disruption of supply for oil to go higher.  He thinks he will make November buy recommendations.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-18 $0.020

Big Oil Companies and Electric Cars.  We need electric cars because we cannot find enough oil otherwise.  Oil will still be used in trucking, rail and so on.  We need a third of the vehicles on the road to be electric.  They are not a competitive threat.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-18 $0.020

Markets.  The case for the bulls: (1) The EIA said in the second quarter demand was stronger than expected; (2) OPEC wants to extend the 1.2 Million barrel a day cut past the end of Q1; (3) The Hurricane has impacted US supply; (4) US production has been flat for 5 months.  But then if you go into the data, he is bearish because of OPEC numbers.  They put in their quota in Q1 2017 as 32.1 Million barrels.  Lybia had a disruption earlier but now have 300,000 more coming on by year end.  Nigeria raised production by 138,000 and are talking about going much higher by year end.  The OPEC numbers are just talk.  We are looking at less demand for oil in North America going into the fall.  Numbers should go up seasonally.  Stocks usually bottom in mid November into December.  He is looking at what happened in ’06 and ’08 to oil and/or oil services stocks.  He suggests that you let the first 10% go to make sure oil stocks are really going up.  He sees a $42 oil price in October and perhaps going down to the $30s later in the year due to inventory builds.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-18 $0.020

Market. This is the 3rd largest bull market in history. We would be silly not to have a little cause for concern, given how long this bull market has been going on. He keeps a close eye on the yield curve, and an inverted yield curve has been a very good indicator of an impending recession. The inversion of the yield curve generally leads the recession by about 12 months. Based on his math, we are probably about 3-4 rate rises away from that happening, which in itself would probably take about one year. With that, we are probably 18-24 months away from the next recession, and he is cautiously optimistic as the equity markets seem to be quite strong lately. He is seeing short term rates rising more quickly than the 10 or 30-year, an indication of a much larger macro environment where growth is really slow. We are not seeing that in Canada in the short term, but there is a whole slew of reasons why world macro growth is likely to keep trending lower. In that environment, 10-year and 30-year rates will drop. Warren Buffett has suggested that if we are in a lower for longer interest rate environment, he believes markets are cheap, and has been putting cash to work in the market, which is really at odds with him being a value kind of guy.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC _N/A View
COMMENT AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-09-18 $974.190

One of the really interesting things is their economic moat. They own the online consumer, certainly in North America. On companies with wide economic moats, don’t get too cute on what price you should pay. Recent quarterly results were actually abysmal from a net income perspective. If looking to trade in the short term, you might wait for a lower entry point, but for a long-term hold, you could buy it at this level.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-09-18 $60.040

(A Top Pick Aug 19/16. Down 3%.) Has basically gone nowhere over the last 2 years. However, their earnings continue to grow. A tremendously consistent return on equity generator at around the low 20%. If you can buy this below $60, you should. All it takes is for them to come out with an announcement of taking over another chain of convenience stores.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-09-18 $49.350

A premier asset manager. They have the renewable partners along with all sorts of entities. His only caveat is that they seem to be always raising capital. When they go to the capital markets, that depresses the price in the short term. This is not cheap.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Unknown View
COMMENT BLDP-T Ballard Power Systems Market Call Tonight (BNN TV) 2017-09-18 $5.680

Historically there was a boatload of optimism in terms of the fuel cell technology. Over the long-term, the stock has really done not very much. BYD out of China, and others, have developed an electric bus. This is certainly worth keeping an eye on, given the recent strength.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Unknown View
WATCH BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2017-09-18 $3.410

He likes it.  It is cheap compared to book value.  Oil and Nat Gas.  It is so cheap right now and is very attractive.  The balance sheet is attractive since they knocked debt off it.  He thinks it will be a buy during the tax loss selling time.

Double – 2 to 3 years. Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
TOP PICK BYD.UN-T Boyd Group Income Fund Market Call Tonight (BNN TV) 2017-09-18 $91.620

An auto body company, a very high ROE generator. The auto body business is fairly fragmented and this company has been a consolidator. He picked this because they have come off from their highs of about $102. A very, very well-run company. Dividend yield of 0.6%. (Analysts’ price target is $110.)

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
HOLD C-N CitiGroup Berman's Call 2017-09-18 $70.600

It is one of the most global banks we have.  It is not his favourite bank to own.  On a valuation basis there is probably upside, but these banks could easily get cut in half if we ever get a correction.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK CASH CASH Market Call (BNN TV) 2017-09-18 $0.010

(Top Pick Sep 6/16)  If oil slides this year, buy the high beta oil stocks. 

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Yes View
TOP PICK CASH CASH Market Call (BNN TV) 2017-09-18 $0.010

You need some buying power for later in the year.  There will be a lot of buying opportunities.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-09-18 $56.980

This has a core business in packaging and labelling. They did a transformational acquisition where they bought Avery Labels, and more recently bought Innovia out of the UK, which literally prints plastic money, in Canada, Australia and the UK. It has come off recently from its highs. They’ve been increasing their earnings and dividends. A very well-run company. Dividend yield of 0.8%. (Analysts’ price target is $68.50.)

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-09-18 $9.010

It has a book value of $17 and is trading at half that.  The numbers are compelling but there is a credibility issue with management that has to be rebuilt.  He would hold.  The balance sheet is in good shape.  You could buy when there is tax loss selling between week 2 in November to week 2 in December.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
HOLD CRH-T CRH Medical Corp. Market Call Tonight (BNN TV) 2017-09-18 $3.190

Had a tremendous run up to about $12, but got completely blindsided, and it pulled back heavily. Got stopped out around mid-$6. Thinks they are going to be okay long-term. There were some issues with insider selling at higher levels. If you own, continue to hold as it looks like it has bottomed.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
TOP PICK CSU-T Constellation Software Inc. Market Call Tonight (BNN TV) 2017-09-18 $687.000

Debenture.Probably the best capital allocator in Canada. He likes this debenture, because it has a high yield of almost 7%. It is not well known and is under the radar. It also has an element of inflation protection. The yield is rather unique in that it is set at 6.5% plus the trailing CPI inflation rate. If you think inflation is going to pick up, you will get yield reset every year. Yielding 6.3%. (Note: This doesn’t qualify for the dividend tax credit, so Buy it in an RRSP, RIIF or a TFSA account.)

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
DON'T BUY CVE-T Cenovus Energy Market Call (BNN TV) 2017-09-18 $11.240

He has problems with them.  It is not a nice balance sheet.  It was a thermal operator and now they are a conventional operator and people will take time to know they are good at both.  It has a couple of dollars downside on it.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
PAST TOP PICK CZO-X Ceapro Inc. Market Call Tonight (BNN TV) 2017-09-18 $0.590

(A Top Pick Aug 19/16. Down 70%.) Recently exited this. He likes what they do. They recently set up another plant, and thinks they have had some challenges with that. Results have been relatively weak of late, and he wasn’t terribly thrilled with the level of communication of management. However, it continues to be on his radar. Should their earnings pick up again, he would not hesitate to Buy it back.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
PAST TOP PICK DCM-T Data Communications Management Market Call Tonight (BNN TV) 2017-09-18 $1.170

(A Top Pick Aug 19/16. Down 68%.) Still believes in this and is adding to his holdings at these levels. A turnaround story. Management has guided towards EBITDA of $18-$20 million for 2017. Where can you find a company with a market cap of about $25 million that has $275 million of revenue with an EBITDA of in the $18-$20 million range trading at a valuation of $25 million? Extremely undervalued. Thinks this could get up to the $3-$4 range if they are able to execute. They’ve shown indications of becoming consolidators in the industry. If they are able to pick up some assets for a reasonable price and achieve some economies of scale, they could be even greater than that.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
COMMENT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2017-09-18 $137.700

They’ve done a tremendous job of adding stores. They are relentless in testing things such as using credit cards, which they tested in a few stores, and found that the customer using a credit card spent more, which justified the credit card fee the store had to pay. Has an interesting partnership with a chain in Central America. Feels they are poorly understood by the street. ROE is over 100%. P/E ratio is probably in the mid to high 20s. Growing at 30%-40%. Probably fairly valued at these levels, but he likes them a lot.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
BUY ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2017-09-18 $20.600

Involved with leasing hot water tanks, furnaces, etc. to the consumer. An interesting business model. He could see them getting into solar. After the last earnings report, they sold off fairly heavily, which was a good buying opportunity. Dividend yield of 4.6%.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK ESN-T Essential Energy Services Ltd. Market Call (BNN TV) 2017-09-18 $0.590

It has rolled over.  It is the largest coil tubing operator.  They have a book value of $1.14 and is trading half that.  It went from 50 cents to 2.18 and is now back down almost to that level.  Over half of the stock is held by institutions.  He will put it on his action buy list in the next couple of months.  (Analysts’ target: $1.05).

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL No View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-09-18 $170.010

$1,000 in 5-10 years?An ROE over the long-term should also predict the movement of the stock price. For example, if a company has an ROE of 20%, they are increasing the value of the shareholder equity by 20% a year. 20% compounded over a ten-year period actually leads to a fivefold increase in the equity which, theoretically, should also lead to a fivefold increase in the stock price. If you were to multiply the current stock price of this by 5, that gets you relatively close to $1000. However, he doesn’t think it gets to $1000 over the next 5 years, but if they are able to achieve those ROE’s that they have in the past, it wouldn’t shock him. Thinks their runway for growth is long and very good.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
TOP PICK GTE-T Gran Tierra Energy Inc. Market Call (BNN TV) 2017-09-18 $2.630

They are out of favour.  It is trading below proven reserves.  The CEO has a large holding along with a major shareholder.  He thinks it has a lot of upside and you could by it during tax loss selling.  (Analysts’ target: $4.60).

$5.50 Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL No View
DON'T BUY HSE-T Husky Energy Market Call (BNN TV) 2017-09-18 $14.920

It was a darling to 2008 and then bottomed in 2016.  The balance sheet has been repaired.  They have a fabulous balance sheet and are trading at a significant discount to book.  The question is growth and they are not showing any volume growth.  People need to see the ability to grow.  The company has not communicated a game plan for growth.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
WEAK BUY IMO-T Imperial Oil Market Call (BNN TV) 2017-09-18 $38.340

Lots of people like to own it because it is a big cap, but they don’t make a lot of money.  It does not have the leverage to the upside like others.  It is a conservative holding, it is stable.  The stock does not reward shareholders very well and he prefers SU-T

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
BUY KXS-T Kinaxis Inc Market Call Tonight (BNN TV) 2017-09-18 $74.810

Recently bought this in the low $70. It peaked at around $90, and then sold off to the mid-$60. He waited for some technical strength, and then entered the name. They are involved with inventory management software. Sold off fairly heavily recently, about 4% on significant volume, so expects this is a good entry point.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
BUY MMM-N 3M Co. Market Call Tonight (BNN TV) 2017-09-18 $213.760

The chart indicates it is close to breaking through to new high ground. They’ve been paying a dividend for over the past 60 years. If looking for a steady, dividend paying stock, it is a very well diversified company and this would be a good buy. Dividend yield of 2.2%.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Unknown View
BUY OTEX-T Open Text Market Call Tonight (BNN TV) 2017-09-18 $39.500

A Canadian success story. They’ve done a great job of increasing shareholder wealth over the long-term. It meets his criteria of being a high ROE generator, and have done it for an extended period of time. They’re off their 52-week high, so this would be a reasonable level to initiate or add to a position.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC Yes View
PAST TOP PICK PGF-N Powershares Etf Market Call (BNN TV) 2017-09-18 $18.940

(Top Pick Sep 6/16, Down 60%)  Debt has gone own.  He thinks it will come down because they used to have a fantastic oil hedge book and don’t ay more.  The question now is not survivability but growth.

$0.70 Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL No View
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