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 Tonight (BNN TV) 2017-02-09 $0.020

Market. Equity values are at stretched valuations, so if there are disappointments on the policy front, we could be in for some trouble. His strategy is being long financials, industrials and energy. There is still a lot of risk out there. The principal risk is in valuations. The US has really been a magnet for a lot of the world’s investable capital, and as a result we are getting a pretty bifurcated market right now. He is bullish on Japanese shares, but his caveat is to be hedged, and he is Short the Long Japanese shares, a play that has got a lot of folks interested again, partly because the Japanese monetary authorities have changed their policies more towards targeting yields. As a result, you typically get currency going down and the stock market going up. France is also very interesting. On the debt side, he is starting to see the spread starting to move out quite a bit from where the German Bund would be on the curve, as well as some skittishness in the equity market. He hopes to take advantage of volatility that will come out of the election. He’s been Short the Cdn$ for quite a while, but has it on a fairly short lease because it has been probing the $.70 level on a couple of occasions, and has been bouncing in a range of $.75-$.77. The issue here is partially a hedge against growth continuing to slow. If the Trump bump doesn’t manifest itself the way the market thinks, or doesn’t have the repercussions globally, he expects the Cdn$ and Australian $ will both be under pressure.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN _N/A View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2017-02-09 $132.420

He likes this. Over the last 4-5 months, iPhone 7 was not as bad as he had expected, and also the services side of the business is growing faster than he had thought it would. Also, that is in the context of a not very robust economy. Looking at the product cycle coming, some of the big improvements they’ve made in their laptop and the Mac business and its low valuation, he covered his Short position and is now Long.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT AEG-N Aegon N.V. Market Call Tonight (BNN TV) 2017-02-09 $5.540

He would prefer ING Groep (ING-N), which is very cheap and trading at around Book right now. Expects rates in Europe will start to rise, and he would focus on the highest quality names.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
COMMENT AGU-T Agrium Market Call Tonight (BNN TV) 2017-02-09 $136.730

In the midst of a merger with Potash (POT-T), so it is being whipped around a little by arbitragers, etc. It is probably pinned here for a little bit pending some sort of resolution on the transaction. He is bullish on agriculture generally, so this is a name you could own, but doesn’t think you will make a lot of money in the next 2-3 years.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK ALB-N Albemarle Corp Market Call Tonight (BNN TV) 2017-02-09 $93.910

(A Top Pick June 28/16. Up 20.83%.) Lithium. Last quarter they completed the transaction of one of their processing plant businesses in China, so they have a little bit of a war chest now, and he expects them to go out and buy a lithium producers, possibly in Australia. He still likes this and feels the price of lithium will continue to go up as the demand for electrification continues. Still a Buy.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-02-09 $821.360

The proverbial story of valuation versus fundamentals. This is really a killer in its categories of online retailing and Cloud services. However, it is not cheap. You are looking at 25 to 28 times cash flow. They have a fair bit of growth to achieve in the next little while to come into that valuation. He would prefer looking at this in 2 parts, online retailing and Cloud services, so would suggest maybe looking at Microsoft, which has been growing its share in Cloud services. A cheaper stock and pays a dividend.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-02-09 $48.300

One of his favourite financials. You are basically buying the top piece in the Brookfield Empire. They just reported a very, very good quarter. One reason he likes this is that it straddles a lot of different businesses, so you are not really buying a pure play type company nor a traditional financial asset manager, but more of a hybrid.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT BIR-T Birchcliff Energy Ltd. Market Call Tonight (BNN TV) 2017-02-09 $7.950

Just released really, really strong results. Terrific operators and have great properties. He is a little concerned with the natural gas price not going up dramatically from here. Also, you should be a little cautious about the border adjustment tax Trump is floating and its impact on Canadian E & P companies.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN No View
TOP PICK CAKE-Q Cheesecake Factory Inc (The) Market Call Tonight (BNN TV) 2017-02-09 $61.360

*Short* This has been a great performing stock. It is at a 52-week high today, but thinks it has peaked out, both on the margins and the dairy portion. It has been one of the few restaurant chains that has been able to raise prices, but that is pretty much tapped out. Also, they are 90% impacted with the whole mall experience in a secular decline. He is not looking for a big hit on this, but something back into the $50s or high $40 level. Yield of 1.57%. (Analysts’ price target is $58.40.)

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT CHKP-Q Check Point Software Tech Market Call Tonight (BNN TV) 2017-02-09 $100.450

A security company. He is very positive on the fibre security market, but trying to pick names in this area without doing a lot of work is challenging. Earnings from a lot of these companies has been extremely variable. This is one of the names that you could own, because the firm is quite large and global in scope. You might also want to consider an ETF like PureFunds ISE Cyber Security (HACK-N), which would give you exposure to all the different names.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
HOLD DEO-N Diageo PLC Market Call Tonight (BNN TV) 2017-02-09 $114.210

A massive conglomerate. To him, it sits in the sweet spot of what he is looking for. A solid consumer staple and great brand recognition. Pays a decent dividend. It has had a good run, but he likes the prospects going forward. Not cheap, but the predictability of earnings continues to make this a Hold. He thinks it can trade up at $125-$130.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-02-09 $109.490

One of the premier media companies globally. The management team is critical on this name. There is speculation that Bob Iger is going to be staying on past 2018. The real challenge has been ESPN. Thinks the worst days are now behind it, and you can trade it up into the $120-$130 level.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
DON'T BUY EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2017-02-09 $16.810

Most of the chatter on this is the Sobey’s position. It’s an OK business, but when you look at its competitors, both Metro and Loblaw’s, it is sort of a 3rd tier. An extremely cheap stock. The grocery market is a tough one and he would put Holds on all these names. They are really going to rely on food inflation, and he is positive on that side, but the competition is going to be very, very intense.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
SELL GE-N General Electric Market Call Tonight (BNN TV) 2017-02-09 $29.590

He is positive on the industrial space, but there are a lot better names you can own. Recommends you move from this and into the SPDR Industrial ETF (XLI-N) or something similar. This is a work in progress, but it is like moving a battleship.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN No View
HOLD GLEN-LN Glencore Market Call Tonight (BNN TV) 2017-02-09 $0.010

Had a near-death experience because of debt, and it took a change in commodity prices for it turn. If bullish on industrial commodities, this is one you could continue to own. Has a lot of hidden assets.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK JJG-N iPath DJ-AIG Grains Index Market Call Tonight (BNN TV) 2017-02-09 $29.960

(A Top Pick June 28/16. Down 10.16%.) The grains market has been under pressure. He picked this because it had 3 principal commodities, soybeans, wheat and corn. The soybean part of the trade worked out well, but the corn and wheat not so much.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN No View
HOLD KMI-N Kinder Morgan Inc. Market Call Tonight (BNN TV) 2017-02-09 $22.380

He would rate this a Hold, but it could go to a Buy. Generally, infrastructure pipeline plays are attractive businesses. They are less impacted by the commodity cycle. Trump is talking about putting in a tax policy that will allow for depreciation of assets in the 1st year. This would be an incredible offer. A lot of these firms will take that up and will expand quickly. Profitability and cash flow, etc. will really accelerate. He also has a really friendly market for energy with the new energy secretary who is going to try and reverse the whole EPA environmental issues.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
TOP PICK LAC-T Lithium Americas Corp Market Call Tonight (BNN TV) 2017-02-09 $1.000

Part owner of a brine called Cauchari in Argentina. A joint venture they have done with SQM, probably the best operator of lithium brines globally. They recently completed a financing, both equity and debt, and offtake arrangements with a Chinese and Thai company. It was quite speculative, but no longer thinks it is. Enterprise Value is around $460 million, but could be well north of $1 billion in 2-3 years. It should be in operation by 2019. (Analysts’ price target is $1.70.)

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
TOP PICK LMT-N Lockheed Martin Market Call Tonight (BNN TV) 2017-02-09 $258.200

This is all about defence. Mr. Trump had the tweet on the F 35 that knocked about $15 off the stock, and this is a great chance to buy in. This is going to be a favourite of the new Defence Secretary Mattis. They have all the right programs, especially the missile programs. Expects announcements in the order of $40-$50 billion in new spending this March, which a lot will be on military readiness. Not a cheap stock, but a great secular story and you should be in this name for multiple years. Dividend yield of 2.82%. (Analysts’ price target is $281.32.)

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
SELL SBUX-Q Starbucks Market Call Tonight (BNN TV) 2017-02-09 $55.810

A fairly controversial name right now. He would be inclined to be a short seller on this. Howard Schultz departure is a negative, as he is an icon in the business world, and very hard to replace. Also, he is fairly bullish on dairy prices, which is a big input cost for them. They’ve had a few hiccups with the mobile pickups. The valuation versus what has been delivered over the last few quarters has a bit of a disconnect. Dividend yield of 1.8%.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN No View
COMMENT SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-02-09 $71.690

A name that a lot of people have been looking at or investing in. He likes this. The last big run was pretty much due to their relationship with Amazon (AMZN-Q). Wouldn’t be surprised if it was taken out at some point by Amazon. The stock is not cheap, but you have to look at the growth rate against the valuation. If the PEG is not much over 1.5-2, you should be okay.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
PAST TOP PICK TIP-N iShares TIPS Bond E.T.F. Market Call Tonight (BNN TV) 2017-02-09 $114.110

(A Top Pick June 28/16. Down 0.62%.) This is flat, but flat is good in the fixed income world. This is really a play on inflation expectations. Rather than buying long-term government treasuries where you would have lost a lot of money, he has made more of a bet on inflation coming back. He exited this trade and has gone for more direct trades that you can get through derivatives and OTC type instruments to get Long shorter term inflation.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-27 $0.020

Market. One of the big things for Canada was the US signing of the Keystone XL pipeline. On the other side, we just don’t know what Trump is going to do with regards to revisiting NAFTA. The stock market likes it so far. If things continue, a 20% increase on imported goods is going to increase costs for products consumed in the US, but also on goods that are imported to be remanufactured and sent out to the US. There are going to be opportunities for those who take contrarian views.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN _N/A View
COMMENT BCS-N Barclays Bank PLC Market Call Tonight (BNN TV) 2017-01-27 $11.520

Lloyds (LLOY-LN) and/or Barclays (BCS-N)? Some of the European banks will generally follow the US banks up a couple of years later. When the US went into Armageddon, they lowered rates and exported capital, and that caused rates globally to go down. The Europeans with the UK raised rates within a year. So, he thinks this will be the same, but if the US starts to raise rates aggressively, that could speed up the process where higher interest rates in Europe make sense. This one has a little more international exposure. He would consider looking at Banco Santander (SAN-N), which survived relatively well during the crisis.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
COMMENT BHP-N BHP Billiton Ltd. Market Call Tonight (BNN TV) 2017-01-27 $41.240

He looks at this as a mutual fund of large cap commodities. You could draw many analogies of the iron ore segment relative to the oversupply in the oil market. As it starts to normalize, you will see some upside. The ultimate upside for this company is that we are going to see highly reserved production trying to come back on line. Longer-term, if you are going to take a view and are prepared to have the cyclicality, this is something you might want to put in your portfolio and just put it away. Balance sheet is not bad. He likes it. As a 4-5 year hold, it is a Buy here.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
PARTIAL SELL BMY-N Bristol Myers Squibb Market Call Tonight (BNN TV) 2017-01-27 $47.740

Things that concern him about the drug segment is that under the Trump regime, a lot of drug companies have sold off, and those that haven’t have a product suite that allows them to maintain at high levels. This company has an immunotherapy drug that works on melanoma, and the big upside is if the drug can work on lung cancer. We are only talking phase 2 trials, and the stock is trading on that noise. They still have to get through phase 3 and phase 4. There are 4 companies in that category that have those kinds of drugs. If the drug works out, there will be huge upside, but if not, the stock will fall out of bed. He feels there is too much risk. If you have made some money, take some off the table.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
BUY BP-N BP PLC Market Call Tonight (BNN TV) 2017-01-27 $36.580

At current oil prices, most European oil companies are going to cover the dividends. Most of the baggage for this company is now behind them. As we get into an environment where oil starts to stabilize politically, at around the current price and a little higher, then you will start to see yield compression. You are looking at some pretty decent upside from here. An interesting company and the balance sheet is reasonable. 6.5% dividend yield.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
WATCH BT-N BT Group PLC Market Call Tonight (BNN TV) 2017-01-27 $22.580

This had a disastrous week. They reported and missed numbers. The stock got hammered by 20%. He is starting to look at this. It has had some issues with BREXIT. Right now, it is a little too messy, but if you have a longer-term view and you think there is some upside here, then it might be one that you want to spend a bit more time looking at.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
SELL BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-01-27 $31.300

These kinds of companies are institutional products, because they are very sophisticated and very complex. The capital is raised in 10 year tranches, and can fall if the return on the funds is not the greatest. The premise that is sold to retail investors is that they will get a portion of the 2% management fee and it will rise over time. There is no guarantee that this will continue to happen. Also, they tend to spin out companies that have been successful and made money where you would get a one-time special gain. Feels these are more speculative investments than you would otherwise expect them to be. If you have made some money, he would suggest you take your money off the table and look at other segments that have less volatility.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
BUY on WEAKNESS CHRW-Q CH Robinson Worldwide Market Call Tonight (BNN TV) 2017-01-27 $76.130

Trucking company. He is a big fan of logistics companies. This has had a fabulous run. Amazon is a procurement agent where people can get product delivered to their homes. This company does short-haul deliveries in the US, and might be well positioned. A better position for a recovery in the US comes in terms of intermodal, and might be more beneficial for this company. Thinks you have to wait for this to slip.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
TOP PICK CSX-Q CSX Corp Market Call Tonight (BNN TV) 2017-01-27 $48.060

It is rumoured that Hunter Harrison is taking over the reins for this rail. Should he do that, even with the 20% upside we have seen in this last week or so, the operating metrics will improve, and the outlook for the stock would be significantly higher. Dividend yield of 1.5%. (Analysts’ price target is $43.41.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
DON'T BUY DDD-N 3D Systems Market Call Tonight (BNN TV) 2017-01-27 $16.510

3-D printing is effectively the idea where if you need a new kidney, someone can go and print it for you. The whole idea of being able to print products and doing it quite cheaply is quite an interesting one. Longer-term, it really opens up the question of location of factories. Rather than having to be located in certain areas, can they be located near the consumer? The promise of 3-D is very, very good. However, the hype got way ahead of itself. He would like to see this company be a part of something else, which would make the promise of 3-D printing open up and be more accepted. He wouldn’t buy this here.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
COMMENT FLR-N Fluor Corp. Market Call Tonight (BNN TV) 2017-01-27 $56.630

This builds large construction projects. You would think that in an environment where we are going to start to see infrastructure spend, that the company should be positioned. It’ll be interesting to see if the US is actually going to dig; start building dams, pipelines, etc. and the actual execution occurs. That is the challenge. He would prefer SNC-Lavalin (SNC-T).

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN No View
COMMENT LYG-N Lloyds TSB Group PLC Market Call Tonight (BNN TV) 2017-01-27 $3.320

Lloyds (LLOY-LN) and/or Barclays (BCS-N)? Some European banks will generally follow US banks up a couple of years later. When the US went into Armageddon, they lowered rates and exported capital, and that caused rates globally to go down. The Europeans with the UK raised rates within a year. So he thinks this will be the same, but if the US starts to raise rates aggressively, that could speed up the process where higher interest rates in Europe make sense. This bank just purchased the credit card business from NBNA, and that is going to be quite good for the stock. In a BREXIT context, this is effectively a domestic bank. If the returns are less because of lower currency, you might have some challenges. In both cases, you want to be a little careful. He would consider looking at Banco Santander (SAN-N), which survived relatively well during the crisis.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
BUY MO-N Altria Group Inc Market Call Tonight (BNN TV) 2017-01-27 $71.030

One of the things about the sin stocks, particularly tobacco, is if you continue to hold them, you will be well rewarded. They pay big dividends and increase the dividends over time. If they sold off SIB Miller, there could be a one-time special dividend. He likes the whole category. A great company.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT MS-N Morgan Stanley Market Call Tonight (BNN TV) 2017-01-27 $43.650

Under Obama’s reign, banks were persona non-grata. Under the Trump regime, he has actually said that higher rates are needed. Expects we will see a more supportive environment for investment banks, and companies like this are fairly well positioned to take on higher M&A’s, trading volumes. Higher interest charges will be beneficial. Structurally, this is an interesting place to look at.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
PAST TOP PICK NSRGY-OTC Nestles Market Call Tonight (BNN TV) 2017-01-27 $0.001

(A Top Pick Nov 11/16. Up 5.47%.) The total return is between 7% and 9% for the last 15 years. As of January 1, it had a new CEO, the 1st non-Nestlé CEO to manage the company since the early 1900s. Expects he will continue to focus the company on eking out more cash flow, and improving efficiencies. He will also probably revisit some of the sacred cows. A very good, high quality stock.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
TOP PICK NVO-N Novo-Nordisk Market Call Tonight (BNN TV) 2017-01-27 $35.780

The market leader in insulin for Type1 and Type2 diabetes. It has had a huge correction like a lot of the drug stocks, on the back of the Trump regime. The stock is down about 30%. Thinks the rate of growth is going to be less than it was in the past, but longer-term this is a good story. It also has a hemophilia drug. Dividend yield of 2.53%. (Analysts’ price target is $35.10.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
PAST TOP PICK RDS.B-N Royal Dutch Shell PLC (B) Market Call Tonight (BNN TV) 2017-01-27 $57.660

(A Top Pick Nov 11/16. Up 10.97%.) The company should be cash flow breakeven, with the dividend by 2017 with current oil prices. He expects more upside.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
BUY on WEAKNESS SMSN-LSE Samsung Electronics Market Call Tonight (BNN TV) 2017-01-27 $0.001

This has had a fabulous run, even adjusting for the Cdn$. The phone is the major driver of the asset, and the semiconductor business, which has a pretty positive outlook, in many cases as a loss leader cutting R&D for the phone segment. There are many cases where the phone companies are no longer around and this business could definitely come down. CEO is being investigated for bribery and corruption charges. He would wait for a pullback.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-01-27 $68.160

Thinks all the banks generally are going to do okay in a rising interest rate environment. This one would be an interesting play here. It is quite frothy and there might be better opportunities in the US, but if you are looking for a Canadian portion of your book and would like some exposure, he wouldn’t see too much of a problem buying this. A quality franchise.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
BUY TOT-N Total SA Market Call Tonight (BNN TV) 2017-01-27 $50.400

There is more upside if oil prices remain where they are. Dividends are extended and should be more than in the 3%-5% range. We just need some stability. The environment is conducive to the stability of prices. This is the time to buy some more.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
PAST TOP PICK TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2017-01-27 $62.710

(A Top Pick Nov 11/16. Up 7.43%.) This has done well on the back of the Keystone XL story. Moving forward, that opportunity should unlock more growth for the company. Canadians badly need a pipeline to the West Coast.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT UL-N Unilever PLC Market Call Tonight (BNN TV) 2017-01-27 $41.070

One of those companies that serially raises its dividend. If you are looking for dividend protection and dividend upside, this is your kind of company. About 3 years ago, emerging markets was the big story. 50% of their Book is emerging markets, and 50% is with a developed economy. It’s corrected nicely and would offer some entry, but at the moment, the rotation out of safe stocks is playing on this story. There might be a little more downside. The business is solid.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
TOP PICK V-N Visa Inc. Market Call Tonight (BNN TV) 2017-01-27 $83.770

A relatively expensive stock, but since the IPO, this has been a fabulous story. The dividend has grown something like 28% in the last 4 years. The acquisition of Visa Europe is a game changer. Visa Europe was run like Visa prior to its IPO, as a not for profit. You are going to get much larger transaction volumes. They are also going to increase efficiencies and will lead to a much better company. Dividend yield of 0.79%. (Analysts’ price target is $94.93.)

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Yes View
COMMENT VOD-Q Vodafone Group PLC Market Call Tonight (BNN TV) 2017-01-27 $24.580

Thinks people are confusing this as being a British company. In reality, it earns only about 2% of its operating cash flows out of the UK. Its biggest market is actually Germany, and the 2nd biggest market are the other parts of Europe. It also has a big Asia/Pacific and African presence. Great dividend. It has been crushed because the market didn’t appreciate exactly what the underlying risk is. An interesting company. 6% dividend.

Darren Sissons GLOBAL EQUITIES & TECHNOLOGY UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-11 $0.020

Market.Earnings season starts in earnest very soon, and all indications are that things should be pretty good. We have seen a pretty good rally since the election. The rally is justified, it’s not just a flash in the pan. We are on the cusp of a legitimate regime change in the markets whereby the baton is being handed from the monetary authorities back to the government. With Republicans now firmly in control of the government, they are very likely to run a pro-growth agenda led by tax cuts, both personal and corporate, probably rounded out by some infrastructure spending later on, and perhaps some tax repatriation holidays.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-11 $0.020

Rate resets?A lot of investors are going to be wrestling with the need for income as people are aging. The preferred share market is an asset class that is taxed favourably. It is not quite the same risk exposure as government bonds, and there is more volatility and can go wrong if rates fall. Rates are not likely to fall. Rate resets are by large trading at 4.5%-5%. He likes this asset class.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-11 $0.020

Investment for a TFSA account?He wouldn’t be put off by Canadian banks being at all-time highs. They are tremendous shareholder value creators, and earn about 14%-15% ROE. They are steady and consistent businesses that tend to grow earnings most years. Most have medium term earnings growth targets in the 7%-10% range. Pretty good governance businesses and pay out pretty good dividend yields. He likes Royal Bank (RY-T), Bank of Nova Scotia (BNS-T) and Toronto Dominion (TD-T).

Brian Madden CANADIAN & FIXED INCOME UNKNOWN Unknown View
BUY AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-01-11 $35.370

Playing in the growing category of pulses, beans and lentils, which are on trend with consumers’ tastes and preferences, and increasingly dietary restrictions. A robust growth story. He likes this.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-01-11 $60.100

(A Top Pick Aug 29/16. Down 10.9%.) The consumer staples group as a whole, has been a source of money for investors chasing more procyclical exposure in energy, and in some cases gold or base metals in the 4th quarter, or even industrials or financials. He continues to Buy this.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN Yes View
TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-01-11 $60.100

This has been a tremendous value creator in the Canadian consumer space. The leading convenience store operators in North America. From Québec, they have expanded into the US, Scandinavia and the Baltics, and are poised to make their largest acquisition yet, which should be about 15% accretive to earnings. The founder has aspirations to double the company in size again in the next decade. The industry is still fragmented, and some big chunky assets should still come up on the block in the next couple of years. Dividend yield of 0.6%. (Analysts’ price target is $78.36.)

Brian Madden CANADIAN & FIXED INCOME UNKNOWN Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2017-01-11 $45.340

Part of the broader Brookfield family publicly traded entities. He has great respect for management. Big infrastructure, a secular growth area. We will see funds directed to this area from both Canada and the US. Feels there is better exposure through the parent, Brookfield Asset Management (BAM.A-T).

Brian Madden CANADIAN & FIXED INCOME UNKNOWN No View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-01-11 $259.000

(A Top Pick Aug 29/16. Up 8.21%.) This has been a tremendous “shareholder value” creator. It is in labels, printing, containers and packaging. Had a very nice bump in December when they announced the largest acquisition in corporate history of Innovia.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN Yes View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2017-01-11 $16.370

Owned this in the past, but sold it last fall. If bullish on uranium, this is one of the very, very few ways to play the trade. Physical uranium, unlike most other commodities, is restricted because it is dangerous and has uses in weapons production. This is the most liquid way to play an improving uranium market. It looks like the supply/demand balance is shifting heavily and moving closer to balance, and this company should benefit from that.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN No View
COMMENT DGC-T Detour Gold Market Call Tonight (BNN TV) 2017-01-11 $17.690

Gold can be tail risk insurance in a portfolio in the event of financial calamity, currency debasement or rampant inflation. Sometimes an effective way to put on that positioning in the portfolio is through the producers. His view is less constructive on gold as a commodity at the moment. This has a large-scale open pit mine in Northern Ontario, and a long mine life. With the US$ being very strong and the Fed likely increasing interest rates, that would colour his view on holding this name.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN Unknown View
DON'T BUY EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2017-01-11 $15.580

He doesn’t like falling knives. This one has been a train wreck. They bought Safeway Canada stores about 2-3 years ago, and bungled it spectacularly. They overpaid and over promised. This was at a time when the grocer consumer was becoming more and more price sensitive. Grocery stores have very high operating leverage. As much is their sales are falling, their earnings are falling off a cliff. A big massive beast and is not going to turn around on a dime.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN No View
COMMENT GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2017-01-11 $65.270

Canada’s leading outsourcer and IT services company. They got a new CEO in October. A great track record of growing. Organic growth is somewhat tepid, so the company has a history of being a “growth by acquisition” story. This gets a limited trading multiple relative to some of the other more dynamic growth stories in the technology space. Their last large deal was done in 2012, which was a game changer, and was massively accretive to earnings. The company has now almost fully deleveraged their balance sheet, so looks like they are ready to go again. A good, backdoor way to play the rest of the world.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN No View
DON'T BUY IGM-T IGM Financial Inc. Market Call Tonight (BNN TV) 2017-01-11 $40.840

This has been a tremendous growth story over the years. Has some concerns about conventional mutual fund managers as a whole, including this company. Financial services, specifically mutual funds and asset management is a mature industry that is not growing at 2, 3, 5 or 6X GDP growth rates any more. It is becoming more fee competitive. There are costly and disruptive regulatory forces on the horizon. To the extent that management fees will be phased out over time by regulatory action, it is going to prompt a lot of disruption.

Brian Madden CANADIAN & FIXED INCOME UNKNOWN No View
TOP PICK MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-01-11 $24.880

The 35-year run in the bond market is drawing to a close. All insurers are very heavily exposed on their balance sheets and through their general funds to fixed income securities. Whether mortgages, publicly traded bonds, private loans, etc. They’ve managed to claw and scratch and make money in a very repressive interest rate environment for many years. With rates backing up, it should be a tremendous boon to profitability. Trading at 1.25X BV so it is not expensive. Dividend yield of 2.97%. (Analysts’ price target is $24.92.)

Brian Madden CANADIAN & FIXED INCOME UNKNOWN Yes View
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