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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) 2015-09-03 $0.020

Markets.  There has been a very long run in the bull market for the last 7 years. Most of the pullbacks have been very modest at 5%-7%, and a few weeks later we have been back at the highs. This pullback has a different tone to it. There are greater issues with the central one being China, their stock market and their economy, which has an impact on commodity prices, that impacts Canada and Canadian prices. We don’t really know what the data is in China and what the economy is doing. The Chinese government can only support the stock market for so long. He believes their economy really is slowing. He expects a period of heightened volatility, but also some great opportunities. When we see situations where the market sells off a lot and big, high-quality, blue-chip companies, that are not impacted by commodities or China or what is happening in Europe, that can be a great opportunity for investors with some cash.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-09-03 $0.020

Canadian Banks? He favours US banks. The US economy is improving at a greater rate, and the housing market is improving there. In Canada there are probably some downside risks in housing and Canadian banks have large mortgage businesses. Also, Canadian banks would have more exposure to energy through loans to corporations in the energy sector. Also, has exposure to the Alberta economy, which is going to be under some pressure. The earnings torque on the US side over the next few years is going to be better.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-03 $0.020

Markets. A 5-point checklist that investors should be thinking about right now. 1.) Don’t Sell stocks just because the price has gone down. 2.) It is important to be diversified. (He likes to own 25-30 of the best companies in industries that he wants to be in.) 3.) Focus on Buy, Hold and Monitor. 4.) Choose products that people use every day. (It gives comfort and a margin of safety when there is a market correction.) 5.) Have 5 or 6 stocks that are ready to go. (He is always researching new ideas and for valuations (not price) that is he is hoping for.)

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-03 $0.020

Canadian banks. Which one? Banks are incredibly cheap in Canada and earning a great return on capital right now. A lot of them raised their dividend. Oil/gas exposure is not a problem. The housing market is not an issue and their mortgages are guaranteed by CMHC in any case. He likes Toronto Dominion (TD-T), National (NA-T), Bank of Nova Scotia (BNS-T) and Royal (RY-T). He would pick one or 2 of these names and hold them for the long-term.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2015-09-03 $110.370

A good example of a really well-run business. Sold off with the market. This is a great company with an amazing brand loyalty. Trading at 8X earnings after backing out the cash. This company is going to do just fine, regardless of what happens in China. Dividend yield of 1.87%.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY AIG-N American International Group Market Call Tonight (BNN TV) 2015-09-03 $59.450

What they have earned over the past year has been tremendous. They have a triple whammy. They are buying back stock, reducing debt and increasing dividends. Insurance is a black box and very hard to figure out, but with this black box he knows that the NAV is $75-$80 a share. With the stock price at only $60, he is going to continue to buy until it is trading well above BV.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-09-03 $41.480

This is access to low-cost leverage and generating lots of fees by getting into distressed assets and setting up limited partnerships funds. They not only own great assets, but also makes money managing portfolios and getting fees. Thinks the NAV is in the $50 range, so trading at a pretty decent discount. Dividend yield of 1.53%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2015-09-03 $53.850

Didn’t seem to get hit very much during the downturn. If you are worried about volatility and timing, it is a nice place to hide. Not very economically sensitive. Safe dividend of 4.86% currently.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
BUY BIN-T Progressive Waste Solutions Inc Market Call Tonight (BNN TV) 2015-09-03 $35.790

Continues to make acquisitions and has become the 3rd largest waste management company in North America. He believes there is still room for growth. The waste management business is very fragmented in North America. The company generates a lot of free cash flow and have done a great job of improving operations. In a defensive market, this is the type of company you want to own.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK BRK.B-N Berkshire Hathaway Inc. (B) Market Call Tonight (BNN TV) 2015-09-03 $132.150

In his opinion, this has fallen to the lowest price book level since the financial crisis. They continue to grow their BV. Once the Kraft-Heintz deal closes, that is going to add earnings power. He likes the safety and security of owning good quality companies within their holdings. Also, has a giant equity portfolio. He could easily envision this stock getting back to the $150-$160 level.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CCL-N Carnival Corp. Market Call (BNN TV) 2015-09-03 $49.400

Clearly benefiting from weaker oil prices. A global company, so would have exposure to consumer demand on a global basis. The strong US consumer helps them. Feels the outlook is relatively strong for the whole industry.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2015-09-03 $178.110

If you have done your research and you think it is a good quality company and that the runway of growth is going to continue, then you want to buy the stock. Pick a valuation where you are comfortable owning it.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK CJT-T Cargojet Inc Market Call (BNN TV) 2015-09-03 $21.390

They are dominant in their industry with about 90% market share in the overnight cargo industry in Canada. They are a real beneficiary of e-commerce as more and more people ordered things online. Have long-term contracts with their clients with a lot of them being take-or-pay, so there is a minimum guaranteed amount of volume. Dividend yield of 2.82%.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CKEC-Q Carmike Cinemas Inc. Market Call (BNN TV) 2015-09-03 $22.730

(A Top Pick Nov 6/14. Down 17.71%.) A very good business. They operate movie theatres in the US. Trades at a huge valuation multiple discount to what Cineplex (CGX-T) would in Canada. They have been growing through acquisition.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-09-03 $72.000

The rails have had a really good run over the last several years on the back of the North American economy being strong, but also transporting more oil, more coal and more grains. If people are worried about the commodity sector and transporting some of the key commodities, that could impact the rails.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2015-09-03 $72.000

There is an opportunity here. The stock has really pulled back. It has been hurt by the slowdown in the Canadian economy, and demand for commodities has really hampered the business. For a long-term investor, there is upside. Businesses are cyclical. Has a low operating ratio. Always generates a lot of free cash flow.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CWL-T Caldwell Partners Int'l (A) Market Call (BNN TV) 2015-09-03 $1.470

In the executive search industry. While previously primarily focused on Canada, in the last 5-6 years, the CEO has made an effort to grow in the US. Over time this is very likely to be an acquisition candidate for one of the larger US players. Feels pretty good about their prospects. Very cheap at current prices. Thinks it is well worth $2 a share. Dividend yield of 6%.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2015-09-03 $91.180

He thinks highly of the grocery chains in Canada. This is one of his largest holdings and has been very pleased with its performance and its management. There is still lots more opportunity for them. They are almost finished the Safeway acquisition and there is still excess capital for them to continue to grow the business.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK HBC-T Hudson Bay Co. Market Call (BNN TV) 2015-09-03 $22.460

(A Top Pick Nov 6/14. Up 15.84%.) His primary reason for this was its real estate assets. But people shouldn’t take away from the fact that they actually have made a lot of progress in the retail side. They turned around the Canadian operations significantly. Their US and German businesses are pretty good. Thinks there is a lot of upside yet.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK HLF-T High Liner Foods Market Call Tonight (BNN TV) 2015-09-03 $16.490

Had one bad quarter and it seemed like the whole world was going to end for the stock. It made no sense whatsoever. Frozen food has a huge scale in North America. It generates a lot of free cash flow. Dividend yield of 2.91%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD KPT-T KP Tissue Inc Market Call Tonight (BNN TV) 2015-09-03 $13.970

Fundamentals have improved a lot since they went public. They sell branded tissue in Canada and private label tissue in the US. They have clearly laid out a roadmap of how their growth is going to happen and have delivered on that. Pays a very nice dividend. Got hurt by a rising US$ and input pricing. Better times are ahead. An excellent dividend which is fully covered. Expects that in the next 1-2 years, the company will be flush with cash and will either increase the dividends or launch another manufacturing plant to get a bigger share in the US. Dividend yield of 5%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT LNR-T Linamar Corp Market Call Tonight (BNN TV) 2015-09-03 $66.430

Linamar (LNR-T) or Magna (MG-T)? Has been hurt recently with the market correction and worries about exposure to China. Recent auto sale figures indicate 18 million cars are going to be sold in North America. He is very bullish over the next 4 or 5 years for the car market. Thinks Magna is the best place to be.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
BUY MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-09-03 $63.720

Linamar (LNR-T) or Magna (MG-T)? Has been hurt recently with the market correction and worries about exposure to China. Recent auto sale figures indicate 18 million cars are going to be sold in North America. This company pretty much sells auto parts across the board to every single auto company. The knock against the company was that it didn’t have enough exposure to Asia, so it made an acquisition and the stock got hit with the drop of Asian stock markets. Very undervalued here.  Fundamentals are quite cheap. Creating a lot of free cash flow. He is very bullish over the next 4 or 5 years for the car market and thinks this company is the best place to be.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT MRE-T Martinrea Market Call (BNN TV) 2015-09-03 $11.350

This is a bit of a controversial name in the auto parts sector. There have been some issues of management turnover in the past, but thinks the outlook for the overall North American auto industry is very good. This company is benefiting from that. They made an acquisition in Europe a few years ago. Trades at a lower multiple than some of its peers, and thinks it is a pretty good play here.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT NA-T National Bank of Canada Market Call (BNN TV) 2015-09-03 $42.840

A high-quality franchise. A little bit different than some of the other banks with a bit more dependence on capital markets. More of a domestic oriented bank with dependence on Québec. Some exposure to Ontario, but they also have a fair bit of exposure in the energy patch. Thinks the dividend is safe. He prefers US banks.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
PARTIAL SELL NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2015-09-03 $19.020

The stock is up a lot, so if you own, he would recommend taking a bit off the table. In a choppy market it is never bad to take some profits. The fundamentals are quite strong right now. While they are a Canadian manufacturer, most of their sales are into the US and they benefit from a stronger US$. Their most recent quarter and the results were very strong and the backlog was extremely strong as well.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK NP-N Neenah Paper Market Call Tonight (BNN TV) 2015-09-03 $57.450

(A Top Pick Aug 5/14. Up 17.48%.) Half of its business is making fine paper and the other half is making filtration products, labels and packaging. Generating a lot of free cash flow and are making more acquisitions. They continue to raise their dividend. Still a Buy.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK PBL-T Pollard Banknote Ltd Market Call (BNN TV) 2015-09-03 $6.850

The 2nd largest producer of instant lottery scratch tickets globally. This is an industry dominated by a few large companies. They have long-term relationships with the state and government owned lotteries around the world. They produce tickets for 50-60 lotteries. This industry has grown organically 6%-7% over the last 20 years. Trading at about 8.5X EBITDA, so not an expensive stock. Dividend yield of 1.9%.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT PCP-N Precision Castparts Corp. Market Call Tonight (BNN TV) 2015-09-03 $229.710

This is about to be acquired by Berkshire Hathaway. They offered $235 a share and he sold his holdings. If you own, tender or sell the stock and look to buy something else.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
DON'T BUY PLC-X Park Lawn Income Trust Market Call (BNN TV) 2015-09-03 $11.750

This is more of a cemetery focused company and hasn’t had a significant presence in the funeral side, which is probably the better part of that industry. Trading at a fairly rich valuation multiple. He would prefer Service Corp (SCI-N) instead.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT PYPL-Q PayPal Holdings Inc. Market Call (BNN TV) 2015-09-03 $35.310

An intriguing company. An interesting infrastructure play on e-commerce. If you believe that there is going to be more and more online purchases, and people are going to pay for things electronically, this is going to be a big winner in that space. Not a cheap stock, but one that has big growth opportunities in front of them.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2015-09-03 $55.550

Continues to miss analysts’ expectations and he is glad that there is an activist in there to shake things up. They continue to generate a lot of free cash flow. There are concerns of legal issues in China. Have wonderful products and wonderful assets, but it is not being managed properly. A more reasonable level for the stock would be $55-$60, and if they are able to execute on some of the issues they are working with the activist investors, he thinks it could go back to the $80 range.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT SCI-N Service Corp International Market Call (BNN TV) 2015-09-03 $29.520

The leading consolidator in the funeral industry. Excellent management. A big, diversified business. Have been acquiring other companies in the US.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2015-09-03 $41.520

Insurance companies have held up much better than the banks, and this company has knocked it out of the park in the past few quarters. Stock price has really done well. All the lifecos in Canada are doing the right thing by trying to grow the wealth management side of the business. Interest rates going up will help the lifecos, but it doesn’t look like that is happening anytime soon.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK TAP-N Molson Coors Brewing Company Market Call Tonight (BNN TV) 2015-09-03 $66.960

(A Top Pick Aug 5/14. Up 2.32%.) Facing tough competition from craft brewing, and beer is facing competition from other types of alcoholic drinks. Beer drinking is not going to grow any more but is going to slowly, slowly decline over time. But this company compounds capital. They charge $3 for sugar water and are able to use that to generate a lot of free cash flow to buy other brands and make acquisitions. The jewel in the crown is its 42% ownership in Miller Coors. At some point in time, something is going to have to happen with that joint venture. He is still buying under $70.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY TMB-T Tembec Inc. Market Call (BNN TV) 2015-09-03 $0.960

He likes the forest sector. This is more of an Ontario-based lumber producer with a dissolving pulp business along with some other assets. They have been burdened by a fairly high level of financial leverage, which would be something of a concern. Interesting to look at given Fairfax’s (FFH-T) recent stake.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
BUY TOL-N Toll Brothers Inc. Market Call (BNN TV) 2015-09-03 $37.600

A home builder which operates at the very high end of the industry, building luxury homes. As the consumer does well in the US and as people have more confidence, they are going to buy more homes, and this is a great way to play domestic US consumer strength.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TWTR-N Twitter, Inc Market Call Tonight (BNN TV) 2015-09-03 $28.300

It is hard to analyse companies that don’t make money. Trading at an infinitesimal price to earnings ratio, so it is impossible for him to analyse.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK TX-T Tuckamore Capital Management Market Call (BNN TV) 2015-09-03 $0.180

(A Top Pick Nov 6/14. Down 75%.) One of their key assets is an oil/gas services business, so it has come under a lot of pressure. This is a high risk/high reward situation. Still very much a binary outcome. It is either going to come under a lot of pressure with bankruptcy risks, or the stock could go up significantly if they are able to restructure their debt. Management owns a lot of stock personally. If they are successful at refinancing debt and the business holds up reasonably well, the outlook could be positive.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT UNS-T Uni-Select Inc Market Call Tonight (BNN TV) 2015-09-03 $57.850

Made a transformative deal. They pretty much sold their aftermarket products and then used the cash to buy back stock. This is a changed company and he would have to do more research before he could form an opinion.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
HOLD UTX-N United Technologies Market Call (BNN TV) 2015-09-03 $91.910

An excellent company. It has some ties to the US economy. If it pulls back, it could be a good opportunity to add to your position.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT V-N Visa Inc. Market Call Tonight (BNN TV) 2015-09-03 $70.400

Everybody is using credit cards and shopping is going mobile. You can’t pay for your online shopping with cash. Stock has popped recently because there is an opportunity for it to acquire VisaEurope. Beautiful balance sheet. Valuation is expensive, but they just compound capital. There is still more runway to grow its business. Dividend yield of 0.7%.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK VIAB-Q Viacom Inc. Market Call Tonight (BNN TV) 2015-09-03 $43.150

(A Top Pick Aug 5/14. Down 46.21%.) Has been hit really hard lately, but feels it has been overplayed and overdone. They get 50% of their revenues from advertising and 50% from affiliated fees. Thinks the assets are worth double what the stock is trading at. Trading at only 6X next year’s earnings, which makes no sense.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2015-09-03 $301.250

This has been a great performer. Not particularly expensive. As a value investor, he tends to try and find things that are a bit more beat up. This is a growth by acquisition model. Their organic growth is not particularly attractive, but assuming they can continue to execute on deals and buy companies, he can’t see any reason why the stock can’t keep going up. One risk is finding acquisitions at reasonable prices as the company gets bigger.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT WFC-N Wells Fargo Market Call (BNN TV) 2015-09-03 $52.430

He likes the US banks. This is the one that people tend to think of as the blue-chip bank. Well-run and well capitalized. Didn’t have a lot of issues during the financial crisis, like a lot of the other banks. Tends to get a bit of a premium valuation. Has a lot of exposure to the mortgage business, and will benefit when the US housing market improves. Nice dividend yield.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT WJA-T Westjet Airlines Market Call (BNN TV) 2015-09-03 $23.740

Just came out was some weak load factors; traffic growth is not keeping up with capacity growth. A number like this might cause some concern. He prefers Air Canada (AC-T) which trades at a lower valuation multiple and has much more exposure internationally.

Colin Stewart NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2015-09-03 $64.860

For a long-term investor, this is probably a reasonable entry point. It has been a tough couple of years for them, but he thinks they are making all the right moves to improve the earnings pace. They keep buying back a lot of stock and raising the dividend every year.

Barry Schwartz NORTH AMERICAN - LARGE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-09-02 $0.020

Markets. The action in the last month or so is an inherently healthy process. Bull markets really do climb a wall of fear, and while the US market has been strong for a couple of years, it really hasn’t had any fear to counterbalance it. The playbook that central banks have is to flood the system with liquidity, and that just means the market continues on for another couple of years very, very strong. He has been very, very light on energy, and almost entirely absent on resources.

Brendan Caldwell CANADIAN VALUE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-09-02 $0.020

Currencies. The majority of the damage has been done to the loonie. It is going to be a while before the Cdn$ recovers. Thinks we will see a $.70 dollar, before we see a $.80 dollar. We are the only normal petrocurrency globally, the only country producing oil and has a currency worth talking about. Unless you think oil is going back to $70, our dollar is not going back to parity.

Brendan Caldwell CANADIAN VALUE BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

Markets.  Recently visited Calgary and found the mood was very pessimistic. Lots of companies cutting back and laying off staff, and trying to rationalize costs. Feels we are close to bottoming which is a good sign. Lots of people laid off, mood was very grim,. Housing hasn't been very impacted very much. Restaurants aren't very busy. Not great in Calgary.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

 

Supply/Demand in the US. Inventory numbers are higher than expected. IEA showing that Q2 was the highest, oversupplied period that we had, over 3 million barrels in supply, but now we are getting closer to the 1.5 million dollar supply level. The good thing is that the US is finally pulling back in producing. Feels we are past the worst part of the oversupply situation.


Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

 

 

How to pick the right companies in the energy sector? Recommends modelling them and looking at the commodity price. Look at their net-backs, their operation margins. Look at their cash flow and see if they are able to meet all the obligations for that cash flow. Look at that stress test to help determine how they are able to meet that stress in different environments. Look at their debt level and credit level.



Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-09-02 $0.020

Market.  The market is throwing the baby out with the bathwater now, and this is where you get the chance to pick up some great quality companies, that have been oversold.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT ABX-T Barrick Gold Market Call (BNN TV) 2015-09-02 $8.880

Feels the strong US$ could push gold lower. This company has been beaten down tremendously. As a conservative gold play, he prefers Franco Nevada (FNV-T). For a more pure play, in case of a turnaround in gold, he would prefer something like Detour Gold (DGC-T).

Brendan Caldwell CANADIAN VALUE BULLISH No View
PAST TOP PICK AGT-T AGT Food & Ingredients Market Call (BNN TV) 2015-09-02 $28.700

(A Top Pick Nov 12/14. Up 6.29%.) He really likes the food business. It is both stable and growing. This one specializes in non-meat proteins, one of the fastest-growing parts of the business.

Brendan Caldwell CANADIAN VALUE BULLISH Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2015-09-02 $41.160

Had owned this for some time, but switched to Tricon Capital (TCN-T). His concern was that the company might be somewhat vulnerable to a rise in interest rates in the US. Also, ownership is a little bit complicated. (See Top Picks.)

Brendan Caldwell CANADIAN VALUE BULLISH No View
TOP PICK BNK-T Bankers Petroleum Market Call Tonight (BNN TV) 2015-09-02 $2.050

Has been working very hard on their top line as well as their cost structure. Their margins have been improving as a result. A very solid business with an excellent balance sheet. That's not going bankrupt in this environment.

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
PAST TOP PICK BNK-T Bankers Petroleum Market Call Tonight (BNN TV) 2015-09-02 $2.050

(Past Top Pick, Feb. 12, 2015, down 38.25%)  Still owns. They are liquid and there is a lot of torque to the oil prices. They will do very well in the rising oil price or the falling oil price. The management has done some terrific things in terms of cost management, which will protect the core business of the company.

Swanzy Quarshie OIL & GAS UNKNOWN Unknown View
COMMENT BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-09-02 $58.400

Canadian Banks have been under a fair amount of pressure in the last while because of a feeling they are going to be exposed to the energy sector. You could see loan losses as much as double if energy prices don’t perk up north of $50. Of the Canadian banks, Royal Bank (RY-T) has the least exposure. Scotia is the most international bank. With the International volatility, there have been some foreign-exchange issues. Doesn’t think you are going to go too far wrong with any of the Canadian banks. Dividend yield of 4.8%.

Brendan Caldwell CANADIAN VALUE BULLISH Unknown View
COMMENT BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-09-02 $6.980

Good company to be in, but depends on what you are looking for. Recently, suspended their dividend. Unlikely that the dividend will come back soon. Likes their assets in the Eagle Foot. Sees a lot of torc for this company, a lot of growth in terms of getting production back up once commodity prices go back. It is a safe place to be in this environment. 

Swanzy Quarshie OIL & GAS UNKNOWN Yes View
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