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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) 2015-08-04 $0.020

Markets. Greece has been going through so much and it looks like they may get more money, but even if they do, it is a major danger. He looks at it as though they are a person with 4-5 credit cards and everything is maxed out, and somehow they get another credit card and think they are in good shape. Greece keeps getting bailed out and he thinks it is going to make the bailing, longer-term, that much tougher. Doesn’t know how they can possibly get out of this situation and how the creditors get their money back. China is a wild West show and when he sees what the Chinese government does, he gets an idea of how inexperienced they are with stock markets; the way they are tempting people to go into them and the way the brokerage firms are saying “margin up”. His long-term view is that China is going to do just fine and the yuan is going to increase in value over time, but at this point in time, one has to really, really watch the gyrations and not get sucked in.

Benj Gallander CONTRARIAN INVESTING UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-04 $0.020

Gold. Not a bull or a bear on gold at this time. Gold is off by more than a third, but if you go back a number of years it came down from $850 to around $250. It could fall from here. In Nov/Dec, he bought into 4 gold companies Alacer Gold (ASR-T), Golden Star (GSC-T), Orvana (ORV-T) and St. Andrew Goldfields (SAS-T) and is just a little ahead. He likes the idea of having some gold in his portfolio when it is not too expensive. 3 of these companies have really clean balance sheets, which is critical to him. These are the ones that could return to form, but doesn’t expect this to happen very quickly.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-04 $0.020

Silver. Gold, to him, could go up or down. Silver could certainly go down, but he thinks it has a better upside. What he likes about silver is that it is really used. Gold does not have the same industrial usage. Thinks a lot of miners in the silver field are going to have to close down operations, which will hurt some of the supply. Some of the companies are going to have to sell themselves.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-04 $0.020

Reverse stock splits on penny stocks?In his research, these are companies to be avoided. Over 90% were down in value a year later. What a lot of the companies are doing is trying to stay on certain exchanges or trying to make themselves available to certain investors who would not buy under a certain price point. In the vast majority of cases, the stock price goes down soon after they do the reversal, so it is very, very dangerous. He would avoid them and perhaps look at them a year later.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-08-04 $0.020

Markets. Thinks the market is pretty constructive right now. We’ve had some good gains, and the US economy is quite good. Canada is a whole other ballgame, but the US is going to drag us out of whatever recession we are in. Investors are willing to invest and are not worried about the Fed any more. They are bored hearing about the Fed and interest rates. 72% of companies that have reported as of yesterday have beaten estimates. So earnings are still pretty good. Interest rates are going to stay low. Thinks the environment is okay. The resource market is probably dead for a couple of years. If you focus on good companies and avoid the speculation, there are good companies out there and they are priced right.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC _N/A View
DON'T BUY AAPL-Q Apple Market Call (BNN TV) 2015-08-04 $114.640

Just reported quarterly results and the stock dropped. Has been wrong on this for years and had thought the tide would turn a lot earlier. Technology is a very, very difficult sphere. With many companies, what appears to be leading-edge technology, after while is no longer. He has been waiting for when this company starts to have some difficulty with their technology perhaps, and saturates the marketplace. At some point he thinks it could really get hammered. They are clear leaders in their field. Have taken on debt, and when you have as much money as they do, why do that? He would be wary of buying this.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
PAST TOP PICK AJX-T AgJunction Inc Market Call (BNN TV) 2015-08-04 $0.460

(A Top Pick Aug 26/14. Down 38.51%.) Right now they are looking at a merger with Novariant, a company in California. This is a Calgary-based company that moved to Kansas City, so there are more hoops to jump through, because the California regulators have to approve it. The GPS space is not doing very well right now. They are going to have costs because of all the legal issues, which are expected this quarter and next. Thinks there will be tax loss selling, so don’t Buy at this time. Longer-term he thinks it will do well. Likes management and the space, but short-term he does not expect anything exciting.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2015-08-04 $15.500

A classic scenario of a company doing what they want to do and investors not liking it. They are ramping up expenses because they see great growth opportunities. That of course hurts the short term profitability. Investors are not happy because they issued a lot of stock to fund their program. Revenues are growing very high, and last quarter their per-share earnings grew again. Thinks they have a great market share and he does like the sector. Their compound annual growth rate has been stunning over the past 8 years.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2015-08-04 $31.160

Whenever investing in the gaming industry, there has to be questions right away. This company has done very well. Regulators are looking at it quite closely. There are certain sectors that are gamier than others, and this is definitely one. He would be wary that other regulators might look at it, and certain findings might hurt the stock. If you own, consider when you should sell. Not his kind of company.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
PAST TOP PICK AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-08-04 $31.160

(A Top Pick July 29/14. Up 5.23%.) They really have to get rid of the insider trading investigation. It has been a long, long time coming. The company has done a very, very good job. Good financing, good acquisitions, good dispositions. This has become the largest online gaming company globally. Management still owns a big, big chunk of stock. He still likes this and it is still in his model portfolio.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT BB-T BlackBerry Market Call (BNN TV) 2015-08-04 $10.020

Thinks at some point they may be able to grow their revenue. John Chen did very well in the past at Sybase. There was a turnaround there and a take out. The bigger the boat is, the longer it takes to turn. He is happy holding this, but is not looking for anything happening quickly.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
TOP PICK BIN-T Progressive Waste Solutions Inc Market Call Tonight (BNN TV) 2015-08-04 $35.640

Picks up garbage from industries, apartments and customers all across North America. There are 2 things he likes about this. Lower fuel costs as the cost of oil goes down, and US is about 60% of their revenue. Last quarter was pretty good, but more importantly they raised their dividend 6% last week. Dividend yield of 1.91%. A nice solid company that won’t disappoint you.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
TOP PICK BOS-T Airboss of America Market Call Tonight (BNN TV) 2015-08-04 $24.090

Likes the management ownership. There is 27% insider ownership. Also likes the valuation. Growth in the last quarter was 27%. Balance sheet is pretty good. Dividend yield of 1% is low, but is growing. They have US military business which he likes. Their share count is exactly the same as it was 2001 and earlier. For him that is an absolute winner as a stock. Insiders own a third of the company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
PAST TOP PICK CSE-T Capstone Infrastructure Market Call (BNN TV) 2015-08-04 $3.040

(A Top Pick Aug 26/14. Down 22.64%.) Their co-generation plant in Belleville was working full time, but now it effectively is on retainer. It is a backup plant, which hurts the cash flow. They have Bristol Water in Britain and the government regulator knocked down the price the company was going to get by 5%, and is going to go down another 20% for the following 4 years. The company is appealing and hopefully will get a rate increase. Payout ratio is very high at over 100%, so obviously not sustainable. Have about $62 million in the bank, so they feel they can pay it for the next couple of years, and then will get down to about a 70%-80% payout ratio. Dividend of almost 10% is holding up the stock price, and he doesn’t think they will cut the dividend in the near future.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
PAST TOP PICK CSS-T (Dead) Contrans Group Inc Market Call Tonight (BNN TV) 2015-08-04 $14.590

(A Top Pick July 29/14. Down 1.59%.)

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2015-08-04 $104.760

Patient Home Monitoring (PHM-X) or Concordia Health (CXR-T)? 2 different business models. This is pharmaceuticals where Patient Home Monitoring is services. This is a much better company for investors as it is bigger, has more revenue, more established and has been around much longer.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
HOLD DHX.B-T DHX Media Market Call Tonight (BNN TV) 2015-08-04 $8.930

They are building a content library worldwide in children’s programming. Their former companies were acquired, and this is probably their end game. Thinks it is very, very early to consider an acquisition right now. This is one that you want to sit and park for 5 years. Let them build their business, build the library and build their valuation. Have been raising the dividend. Everything is going totally perfect according to plan. Last quarter was a screaming surprise to the upside. A solid company with a great management team.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
TOP PICK EXE-T Extendicare Inc Market Call (BNN TV) 2015-08-04 $8.680

He likes healthcare and the demographics. Population is getting older and this is a leader in the market. Until recently, they were also in the US marketplace, but sold their holdings for $1.1 billion. They redeployed some Canadian assets and recently acquired another company for about $81 million. Also looking to possibly do some other takeovers. The Ontario government is looking to increase the fees that they pay for the redevelopment of beds, going from $13+ to $16+. The financial statements are pretty good. Pays a dividend of $.04 a month. He could see this potentially doubling. Oxford Park has moved in as activist shareholders buying over 5%, which might light a bit of a fire under management.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
PAST TOP PICK FSV-T Firstservice Corp Market Call Tonight (BNN TV) 2015-08-04 $40.990

(A Top Pick July 29/14. Up 45.59%.) They wanted to separate their real estate division from the residential services division, so decided that as 2 separate companies they might get a better valuation from investors, particularly US investors who really like to focus on certain segments of real estate. This continues to hit new highs.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT FTR-Q Frontier Communications Corp Market Call (BNN TV) 2015-08-04 $5.250

On his Stock Watch list. Pays a lovely dividend of about 8%. Have done a number of takeovers in the past few years, and often have taken over older technology, but you can still make a lot of money on that. He likes the company, but not enough to buy. Has a pretty heavy debt load that you have to be wary of.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT GWR-T Global Water Resources Market Call Tonight (BNN TV) 2015-08-04 $8.490

A resource company for Phoenix, so a highly concentrated business. Phoenix itself is growing and coming out of the recession. Business is good. They are paying a very solid regular dividend, and are paying a special dividend of about $1. Effectively it is a utility, highly concentrated, but you are in a sweet spot of the market right now. They are smart enough to reward investors when times are good.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
TOP PICK HCG-T Home Capital Group Market Call Tonight (BNN TV) 2015-08-04 $32.200

Since 2001, this company has not issued a single new share. Management owns 7% and the founder owns $100 million worth of stock. The ROE has always been more than 20% and their Operating Margin has always been more than 50%. They’ve never had huge credit losses and have had 13 dividend increases since 2008. Everyone is worried about credit losses, but this company’s has always been low. Trading at 7X earnings. In the recession of 2008, the company increased its earnings and increased their dividend twice. Dividend yield of 2.73%.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
PAST TOP PICK HMY-N Harmony Gold Mining Co Ltd Market Call (BNN TV) 2015-08-04 $0.990

(A Top Pick Aug 26/14. Down 67.61%.) This has lots of problems. Production price is about $12.50 an ounce, which is high. They are trying to work on their mines and get the cost lower. Having difficulty with labour which is asking for a 60% wage increase. CEO is looking for a replacement. Have a wonderful play in Papua New Guinea of gold/copper, but can’t really finance it at this time. Potentially they could go under, but he is willing to continue holding as it has a lot of upside if gold goes up. Very, very dangerous.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT INP-X Input Capital Corp Market Call Tonight (BNN TV) 2015-08-04 $2.540

He likes the model. It is quite a unique company. Where farmers need capital, they provide it in exchange for future revenue streams. They are meeting a market need, diversifying their business, starting to deploy capital pretty aggressively and was starting to look quite good. This was followed by the big drought in Saskatchewan and things went on Pause. The company will grow over time. It is well-managed and they have the capital. You may have to sit out a season, but nothing has really changed on the fundamentals.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT LOY-X Loyalist Group Limited Market Call Tonight (BNN TV) 2015-08-04 $0.075

A great example of a rollup story gone horribly wrong. Everybody loved it and it was talked a lot. In the last quarter, their revenue was not even close to what it was supposed to be. They revealed they had some debt covenants and the CEO left. They issued more shares to shore up the balance sheet, and now they have to regroup, refocus and get back on track. He would rather pay more for this company when everything is back on track.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
BUY MCBC-Q Macatawa Bank Corp. Market Call (BNN TV) 2015-08-04 $5.360

Still likes this bank. He bought it in 2012, and was part of his hypothesis on US banks i.e. if you choose the right ones, especially if their dividends were cut or eliminated, later on they would come back and would increase in price. Last year they re-established the dividend to $.02, and have since raised it to $.03 a quarter. Thinks it could double from here.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT MDA-T MacDonald Dettwiler & Assoc. Market Call Tonight (BNN TV) 2015-08-04 $76.050

Has this in his model portfolio that he puts out for clients. Had a pretty bad week with the release of earnings. They missed revenues and they missed earnings. Investors are forgetting this is a chunky business. They get large contracts. Sometimes there is a timing issue on when they recognize revenues from those contracts. Currency comes into play as well and there are big swings in currency. He thinks the valuation is pretty attractive right now. Stock was above $100 not long ago. There are very, very good earnings growth expected with the Loral acquisition a couple of years ago. Now that they may do another acquisition, there is certainly potential to increase earnings growth. Started to get US defence business. A very, very attractive industrial company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT NBG-N National Bank of Greece SA Market Call (BNN TV) 2015-08-04 $0.820

For people who want to take on a lot of risks and who want to play he can see them going into this. It is on his radar screen. It is going to be very difficult for people to make money on this, unless they are traders, which he is not. Greece is going to exist in 5, 10, 25 years, but which companies might disappear and which ones will survive and possibly bloom?

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT NLN-T Neulion Market Call Tonight (BNN TV) 2015-08-04 $0.800

It was a horrible showing all around. The stock was plummeting and then at 3 o’clock, they halted the stock and announced they had lost the NHL contract, which was about 20% of revenue. He doesn’t know where it is going to go tomorrow. This is an example of poor communication. It won’t kill the company. They are talking about new initiatives.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT OTC-T Open Text Market Call Tonight (BNN TV) 2015-08-04 $60.680

This had 5 years of solid performance, and then missed 2 quarters in a row back to back. Those investors focused on short-term panicked and sold the stock down. The stock went down 20%-25% and was washed out. It was trading at about 10 or 11 times earnings, but was still the exact same company it was. Last week they came out with a quarter and totally destroyed expectations. The reason was, no one was expecting anything because of the last 2 quarters. Even at 10 or 11 times earnings, it is still profitable and is still a great company. A pretty good tech stock.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT PAA-T Pan American Silver Market Call (BNN TV) 2015-08-04 $8.130

Likes silver at these prices, so the question is, what would be a good silver company to pick up. He does almost all of his buying at the end of the year, so he won’t be looking at this now. The name has a lot going for it. Pretty clean in terms of the financial statements. If silver goes up this can do better. The all-in price that they mine at is pretty reasonable. This has quite a bit of potential and has good properties.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT PGF-T Pengrowth Energy Market Call (BNN TV) 2015-08-04 $1.980

If you have gainer to write it off against, you might think about taking a tax loss. Thinks it has a good chance of going up. They have hedges on a lot of their oil/gas. A lot of them ran out last year. Their oil is hedged at over $90, but that will continue. They are looking to sell some of their properties. He likes management, but they really have not done well over the last number of years. He is not going to sell his holdings, but he can understand why somebody would, and perhaps buy back later in the year.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-08-04 $0.890

Always had some misgivings about this company given how popular it was. From what he has read, revenues were up $21 million last year, and were predicting $175 million this year, with the future of $1 billion. If that isn’t “pie in the sky”, he doesn’t know what is. If a company grows that much, you have to question what is the margin and what is the bottom line. Usually, if this is done by taking over other companies, they often run into problems. In this case, they did a stock offering in May, and within 2 months the 2 principals sold all of their 13.4 million shares. That leads to a lot of questions. If he were the OSC he would be all over them. Recently they bought some shares back, and he hates to see when a company offers shares and the insiders immediately Sell. Doesn’t feel that is morally correct. (Not sure this info is correct. Bill.) He would be very, very wary of this company.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2015-08-04 $0.890

Patient Home Monitoring (PHM-X) or Concordia Health (CXR-T)? 2 different business models. This one is services where Concordia is pharmaceuticals and a much better company for investors, as it is bigger, has more revenue, more established and has been around much longer. This one has been a Gong Show of miscommunications and nothing has changed fundamentally. Had very good organic growth and made very good acquisitions. Have a new CEO. The fundamental story is completely intact. At its present valuation below $1, it is becoming much more interesting.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT PM-X Prism Medical Ltd. Market Call Tonight (BNN TV) 2015-08-04 $12.740

Has done a very good job in enhancing shareholder value. Thinks it is a very slow privatization. Did a Dutch auction buyback about 14-15 months ago and bought back a big bunch of stock. They continue to buy back stock, so insider ownership has ramped up dramatically. Earnings have been pretty good and revenue growth is probably going to start to kick back in over the next couple of years. Valuation is quite attractive. He likes this company a lot.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT RC-T RDM Corporation Market Call Tonight (BNN TV) 2015-08-04 $3.800

This was a dopey little microcap company sitting on a bunch of cash. Business is okay, but no one cared. So they decided to start paying a dividend, which they did a couple of years ago. Since then they have increased it pretty dramatically. The dividend keeps investors there, and it changed their valuation. You are getting paid to own this and it is not a bad company with a pretty good market niche in digital verification for financial institutions.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2015-08-04 $26.720

The operator Ed Sonshine is just brilliant, and right now is talking about selling their US operations. They bought the US operations on the cheap during and after the recession, and now is talking about selling it. Also had the US$ appreciation at the same time. This is a company that he likes, but this sector is dangerous to some degree, because a lot of retailers are having problems. More and more people are buying on the Internet, and that will continue to a certain degree. To him it is too expensive, but for other people he could see why they might choose this.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT RET.A-T Reitmans (Canada) Ltd. (A) Market Call (BNN TV) 2015-08-04 $5.740

His VP has this in his portfolio, but Benj has never bought into it. They’ve had difficulties. Had to cut back their dividends. They have a clean balance sheet. They are doing better now. Same-store sales, a key metric in this industry, were going down, down, down. They seem to have stemmed that tied. It potentially has a good upside from here. If he were going to buy it, it would be at a cheaper price. It is a company that also has to deal with the Internet marketplace. However, in the last quarter their Internet sales skyrocketed.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
TOP PICK RON-T Rona Inc Market Call (BNN TV) 2015-08-04 $15.570

Reset preferreds March 2016. Came out at $25 and are now at $16+, so your payout ratio is pretty good. It won’t be as sweet when they reset in March. It will be Bank of Canada rate +2.65%. The company is doing a turnaround. He likes a CEO. They are looking to buy back their franchises, which will cost them some money. That will eventually help the bottom line more.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
DON'T BUY S-T Sherritt International Corp. Market Call (BNN TV) 2015-08-04 $1.270

Currently at an all-time low. A few years ago he was interested in this and went to their AGM. After the meeting he decided he did not have enough confidence in management. Debt load was high and management didn’t have the skill level he was looking at for a turnaround. Since then, they have been hammered by commodity prices. Nickel prices are down at a 5-6 year low. It would not surprise him to see them go bankrupt. It really needs cooperation from commodity prices. Very, very dangerous situation.

Benj Gallander CONTRARIAN INVESTING UNKNOWN No View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2015-08-04 $2.280

He got concerned about their dividend and about their debt, so he took it out of his portfolio, and then the next day they made a big asset sale to reduce their debt by $400 million. The debt situation cleared up dramatically. $40 oil would be tough for everyone, including this one, because they are not debt free. He still likes the company. Still high risk, but thinks they will survive.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT SW-T Sierra Wireless Market Call Tonight (BNN TV) 2015-08-04 $32.370

This is back in the decline mode again because the tech stocks associated with it have gone down. In the short term, he wouldn’t expect a whole lot from it. The balance sheet is solid, and in the whole sector of connectivity of things to the Internet they are really riding that wave. One of the only pure plays in the sector. Longer-term the sector outlook will win the day for the stock. Valuation has come down quite attractively. If you can keep this for 2 years and ignore the next 6 months, you will probably do okay.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT SYZ-X Sylogist Ltd. Market Call Tonight (BNN TV) 2015-08-04 $7.400

A software provider that focuses on government entities, CRM, healthcare and education. They basically just make their clients software work a little better in data access management. Relatively small. Pays a dividend. Sitting on $41 million in cash. Have done a couple of good acquisitions. Has a very solid reputation of raising their dividends. They have high margins. However, it has had a tough year being down 20%-25% this year. Thinks investors are just waiting for that next acquisition. You’ll probably see another deal in the balance of this year. Nice little company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
DON'T BUY TA-T Transalta Corp Market Call (BNN TV) 2015-08-04 $7.880

(His VP has this in his portfolio.) He would question if the 9% dividend was safe. Recently had some problems with the regulators, because as he understands it, they were taking certain things off line when prices were high. They could end up having multimillion dollar penalties for that. Thinks there could be tax loss selling before the end of the year. Longer-term they should probably do well, but the recent news makes it iffier for the short term.

Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT TCL.A-T Transcontinental Inc. (A) Market Call Tonight (BNN TV) 2015-08-04 $15.020

A printing company in what you would call a classic value stock. Valuation is very cheap, and the dividend is attractive. They generate a huge amount of cash flow, but no one really cares because it is a printing company in a digital world. However they have done a pretty good job of adapting to the new world. Cash flow is continuing to come in and the dividend is pretty safe. Even though the stock has done quite well in the past several years, you may get into a value trap where you just get the dividend and no one really cares. As a value stock, it is solid. He would rather pay more for a growing company.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
TOP PICK USBI-Q United Security Bancshares Inc Market Call (BNN TV) 2015-08-04 $8.800

A small bank based in Alabama, which did not dilute shares during the recession. Only 6 million shares outstanding. Eliminated their dividend, which they reinstituted last year, and are paying $.02 a quarter. Sees a lot of upside. Target price of $20+. Good capitalization ratios, plus they have the lowest rate of loans in noncompliance in over 5 years. If it moves it could move very quickly because it does not trade a lot.

$20+ Benj Gallander CONTRARIAN INVESTING UNKNOWN Yes View
COMMENT XAU-X BitGold Inc Market Call Tonight (BNN TV) 2015-08-04 $5.700

He is watching this. Likes it better than Bitcoin, which has already had breaches of security. This is actual gold backing your currency. The acquisition of GoldMoney was nice because it adds revenues, customers and globalization. The trend is good and can be used as an alternative currency. A very long road to get some success here, but thinks they have the right backing and are doing the right things so far. He would like to give it 3, 4, 5 quarters to see how the revenue growth goes. For the more speculative investor, to get a piece of the action, you have to get in earlier. He wouldn’t want to recommend it now, but it is on his radar screen.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
COMMENT XSR-T Canadian Satellite Radio Market Call Tonight (BNN TV) 2015-08-04 $5.120

Produces significant free cash flow. Have a significant debt level as well, so you have to keep an eye on that to see that it gets paid down over time. Business is decent. They are getting lots of auto business and conversion business. A pretty captured market, and not a whole lot of competition. He wouldn’t expect huge growth out of it, but as far as their dividend goes he thinks it will be quite fine. Feels the valuation is decent enough right now. Sort of an income/slow growth type of cash flow scenario. Think you will be okay.

Peter Hodson CANADIAN SMALL & MIDCAPS OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-31 $0.020

Markets. The Canadian market has gone through a reset in many respects in the last 3 years as commodity prices have come down, but in particular the last year has been really hard. There has been a triple storm of low commodity prices, a recession being talked about as well as the Cdn$ being really, really weak. Canada is out of favour. Thinks the markets in general are going through a reset. Looking at the last 5-6 months, the Dow, NASDAQ and S&P are doing a kind of a toppy thing. Fewer stocks are taking the market higher, and if it goes higher more stocks are hitting lows. This is a time for caution. The tough part in a narrowing market is that fewer and fewer names are giving leadership. He would like to see more global growth. He typically runs his maximum cash at 20% and is currently there. He is looking at financials.

Lyle Stein CANADIAN CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-31 $0.020

REITs? The fear of the rise in interest rates has hit the sector. That has been the biggest factor to take stock prices down. The question is how quickly are rates going to go up and is it going to be an inflation induced rate issue? Canadian REITs are really cheap on a global basis. Money keeps coming into Canada to buy our houses in Vancouver. Will that follow-up into the REIT sector? Over a long period of time, real estate prices will link pretty well with inflation. Thinks the 2nd half of the book is okay.

Lyle Stein CANADIAN CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-07-31 $0.020

Markets. Resource sector just keeps getting whacked and whacked, and for good reason. It is going to be tough sledding for a while. There was a little bit of a rebound towards the end of last week, but thinks that is a little premature. There is still bad news to come. You should look back and see what the market has done over the last 7 years. We breached a 14,000 level in 2008 and got back there in 2011, but didn’t get back over 14,000 until 2014, and then we got up over 15,000. Now we are back basically where we started back in 2008. It has been a really tough market to make money. It comes back to looking for those dividends such as the good old Bell Canada (BCE-T). Banks haven’t been that bad, not spectacular, but at least you are not trying to trade the market. Trading this market is extremely difficult. Thinks we will be back into a growth pattern and that most of the pain in Alberta will have gone and been completed. Feels we are in slow growth and will be lucky to get above 1%. The big positive factor is that the US still continues to look like it is in a take off mode. If they do well, that is good for us.

David Cockfield CANADIAN CAUTIOUS _N/A View
PARTIAL BUY ALA-T Altagas Ltd Market Call (BNN TV) 2015-07-31 $35.800

A very nice story in terms of growth. What makes it unusual is that it is viewed as an energy stock, but their growth investments are as much utility as they are in things that are related to energy. Recently they’ve been hit by Alberta power prices, however they are putting on dams in BC, which are traditional utility type revenue generators. That offers stability which you just can’t find. Good yield of about 4.5%-5% which can grow over time. He is looking at this one.

Lyle Stein CANADIAN CAUTIOUS No View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2015-07-31 $35.800

Suffering along with all the other Alberta stocks, but he doesn’t see the situation deteriorating for them to any great extent. Thinks the dividend is safe and sustainable. The long-term aspects relating to gas remain in question. Gas exports seem to be a foregone conclusion, but when?

David Cockfield CANADIAN CAUTIOUS Yes View
PAST TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2015-07-31 $45.660

(A Top Pick Aug 12/14. Up 36.04%.) He likes the whole Brookfield group and the way they operate. This is one way you can put money outside of Canada, as a good amount of their assets are outside of Canada.

David Cockfield CANADIAN CAUTIOUS Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2015-07-31 $1.630

This has unquestionably been a disappointment. The big question is, do they have enough cash to see their project to completion and what is going to fund them along the way? A high risk play, so it is not a name that he would own at present. If you have a little money that you want to allocate and not look at for 5 years, it might be interesting.

Lyle Stein CANADIAN CAUTIOUS No View
HOLD BCE-T BCE Inc. Market Call (BNN TV) 2015-07-31 $53.830

A Hold at these levels. Hasn’t had a major correction, but has kind of fallen in line with the Canadian market in general. The dividend looks awfully good, getting close to the 5% level. A very safe dividend. Good generator of free cash.

Lyle Stein CANADIAN CAUTIOUS Yes View
BUY BCE-T BCE Inc. Market Call Tonight (BNN TV) 2015-07-31 $53.830

Bell Canada (BCE-T) or Telus (T-T)? He owns both, and probably a little bit more of this one. Telcos are sort of a utility and he likes the sector. Dividends are safe and the stocks are easy to buy and sell. A good basis for your portfolio. This is probably his favourite, simply because of the better yield. He sees them increasing the dividend again in the future.

David Cockfield CANADIAN CAUTIOUS Yes View
HOLD BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2015-07-31 $11.260

Exited this stock months and months ago. An excellent company and has been well-managed. They have good assets. Heavy oil by drilling, not by extraction. They’ve bought into the Eagleford in the US and are spending most of their capital in that. Most recent earnings were less then stellar, and he thinks the company is going to suffer for a while. However, it will certainly survive. Have excellent, relatively low cost assets. 10.6% dividend yield, which he thinks is going to get cut.

David Cockfield CANADIAN CAUTIOUS No View
TOP PICK CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2015-07-31 $93.460

For many years this has been the unfavoured bank amongst Canadian banks. It has the highest yield and they have raised the dividend a couple of times to the shock of some people. Good yield and they are growing the dividend. Has the best tier 1 capital ratio in Canada. Sentiment is starting to swing back to this bank. This is a bit of a contrarian play. Dividend yield of 4.67%.

Lyle Stein CANADIAN CAUTIOUS Yes View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-07-31 $19.810

He thinks this whole business model is coming under question. The real fundamental question is, should resource companies be the significant generators of cash dividends, when in fact they need that capital, particularly as commodity prices continue to disappoint. The dividend doesn’t make sense because they need the capital to keep the regular business going.

Lyle Stein CANADIAN CAUTIOUS No View
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