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) 2017-09-13 $0.020

Market. The Canadian economy roared ahead of 4.5% growth in the 2nd quarter, the TSX is not participating in the global rally. By the end of the year, Canada should probably flip, and outperform a little against the US and its global peers. Global demand has reached an all-time high for energy demand for oil. We are getting close to 100 million barrels a day which is somewhat positive. The numbers for most banks were stellar despite the low interest rate environment. There is a big sale going on in the utility spaces and energy-like yield spaces, and that has to be revalued. A lot of those types of businesses, which are actually incredibly stable, are sitting at 6%-7% yields, but you have 10-year bond yields at 2%. All boats will probably lift as long as we have synchronization of global growth.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-13 $0.020

Split $300,000 into 3 diversified dividend holdings with at least 4%+? Utilities are on sale, so you would have to take one third and buy a utility or an energy name such as Inter-pipeline (IPL-T) which gives you a 6%-7% yield. If you literally gave no valuation to the natural gas and liquids business, the payout is very conservative and you get 6%-7% guaranteed. His 2nd choice would be banks which is giving you a 4% yield. There is a case to be made on REITs because of the ultimate yields, but you are probably not going to get any more capital gains out of it.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2017-09-13 $6.480

He likes this company. Real estate has headwinds, but this company has a tailwind because it is industrial. Also, they are buying assets in the US which has extensive corridors with a population base where there would be some desired locations to own in the Midwest and in secondary cities. Yield is around 5%. They are pretty good at what they do. He would like to own this, but at the right price.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
TOP PICK ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-09-13 $27.590

Incredibly cheap, and mispriced. The market doesn’t like that they made a transformational acquisition of WGL, the US utility. It is going to have to go through a year’s worth of regulatory reviews, but it will double their earnings, and effectively their yields and dividends will increase in about a year’s time. They beat numbers last quarter. Dividend yield of 7.6%. (Analysts’ price target is $33.)

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
PAST TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-09-13 $17.780

(A Top Pick Feb 17/16. Total return 7%.) Convertible 5.5% bond due Dec 1/18.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2017-09-13 $13.100

Was expensive at 13-14 times to AFFO, and traded at a premium to its BV. Got hit with Calgary and over exposure to Alberta. They are reducing their Alberta office space. Industrial and retail seem to be doing all right. They are trying to grow their US asset base, and have new properties in Houston and Phoenix. About 40% of their assets are now in the US. However, in the last 3 months, the US$ has gone down. They are trying to reinvigorate their company, because they got caught.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2017-09-13 $24.330

Your favourite US bank? Thinks this is the most compelling story. It trades at a significant discount to all the other banks, at about 8.5X BV. Their biggest problem is that they issued a massive amount of shares in 2008-2010, so their capital ratios are completely online. On a risk adjusted basis, he thinks this one offers the greatest return over the next 12-18 months.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-09-13 $58.250

Out of all the telcos, he likes this one. Their free cash flow yield is around 6%. Has a ton of free cash flow to either buy back or increase dividends. Fibre to the home is almost 2/3 done. The iPhone release is going to be positive for them. They have the lowest wireless attribution to their overall revenue numbers, so they have the most upside. Their biggest problem is that the wire line is decaying. Dividend yield of 4.9%.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
HOLD BEI.UN-T Boardwalk REIT Market Call Tonight (BNN TV) 2017-09-13 $39.030

Missed very big last quarter. One problem is that most assets are in Calgary, Edmonton and Saskatchewan, and the rental market there has been incredibly weak. There are signs of stabilization. The trouble is they are competing with condos, and they have large buildings. Last quarter, they came out with a significant amount of capital expenditures they have to put into their buildings. The positive is that they have a balance sheet that allows them to do CapX spending. Fantastic management and they are the biggest shareholder. Getting closer to the bottom and there is some stabilization. If you own, stick with it, but don’t buy it. Distribution yield is 5.7%, which he thinks is pretty safe.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2017-09-13 $3.340

A 6.625% bond maturing in 2021. Made a big acquisition in the Eagle Ford of Texas. You are getting nothing for the heavy oil business in Canada. If push came to shove, as the debt holder, he will get the Eagle Ford asset if it is ever restructured.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
COMMENT CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2017-09-13 $33.490

When talking apartments, where are they located? Most of these are located in Ontario. It has done incredibly well because the Ontario economy has done well. They don’t have much exposure in Alberta, but they do have some in the Netherlands. A good company. They are not over distributing their balance sheet, so he does like this. Rent controls are back on which is not a big thing for this company, but also not a great thing. Trading at about 16X Price to AFFO, on the high side historically.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-09-13 $38.440

Something he owned, but got out too early. Management is fantastic. The last quarter, the AMC’s release in the US scared him. They came with guidance and missed their numbers. You could skew this to the box office content. The blockbusters were not in it this year. Has a feeling that the window is smaller for theatrical releases. Also, feels there is less tendency for people to go to the movies. They have some side businesses which are really good. The concession business is decent. Their new Rec Room proposition is fantastic, but that doesn’t move the needle. Thinks there are tremendous headwinds for them.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
PAST TOP PICK DH-T (Dead) DH Corporation Market Call Tonight (BNN TV) 2017-09-13 $25.490

(A Top Pick Feb 17/16. Down 20%.) This got privatized.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT HOT.UN-T American Hotel Income Properties Market Call Tonight (BNN TV) 2017-09-13 $9.040

They were always known as the railroad hotel as they had contracts with railroad providers. That is now only about 20% of the REIT. They focus on secondary markets in the US and have brands including Marriott, Hilton and Holiday Inn. They came in with numbers that were light. Margin compression was happening at the rail side of the business. There were also some timing issues with regards to a couple of the new hotels. This is a play on US GDP growth. With the US$ where it is, this is probably not a bad time to have US assets. He would like to see another quarter numbers. About 78% payout ratio which is normal. Distribution of almost 9%.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2017-09-13 $91.150

(A Top Pick Feb 17/16. Up 61%.) Their investment banking arm has done incredibly well. Their trading arm, even though they had soft numbers over the last year, has done well.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-09-13 $24.290

They had to spend so much money to get capital ratios on side, and now they have the ability to grow. They were thinking about spinning off John Hancock, but believes they have decided not to. There is too much in earnings coming from that. Asia is doing incredibly well for them. Their investment gains have really helped. You want to buy this when it is really cheap, because there is compression going on in fees. There are transparency issues with their products. Dividend is about 3.5%.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-09-13 $75.210

Had a great run. When he bought it, it was on a free cash flow yield basis of about 12%. Now it sits with a 5%-6% free cash flow yield. Their Cloud-based business has exploded upwards. Office Suite 65 has done incredibly well. The only issue is valuation. It used to trade at 10X earnings, but now trades at 25X. If you take out the cash, it is more like 15X. Thinks there is more upside, but he is cautious. He is going to look at this in the next couple of weeks as to what he is going to do with reallocating.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-09-13 $67.070

This just blew out the numbers last quarter. Trading at a reasonable 1.7X BV. Great ROE in Canada, but are adding a fair amount of earnings power through their US network. With interest rates going up in Canada, and somewhat in the US, that benefits the bank. Dividend yield of 3.6%. (Analysts’ price target is $74.)

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Market. The big Canadian banks are reporting this week. Bank of Montréal (BMO-T) came out with its 2nd quarter numbers today and it was a miss. Their US business was the biggest drag and you could be concerned that the other banks affiliated with the US, will have the same problem. However, they all have different mixes by both geography and line of business. Toronto Dominion (TD-T) has a slightly different business mix, with more consumer lending exposure, as does the Royal Bank (RY-T). He is not expecting huge surprises from any of them. The market expectations are running pretty hot for at least 6 months, if not a 9 month extension by OPEC on the 1st cuts that they agreed to back in November.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Canadian fixed income with US raising interest rates? Interest rates are very, very low, so anyone seeking income are hard-pressed to find competitive income. fixed income serves a dual purpose in a portfolio. First and foremost, it has to be the bedrock and the bastion of capital preservation. Secondly, you use it to generate current income. You have to walk a narrow path, because a spike in interest rates will derail return on your profile. On the other hand, having poor credit risks will also create problems. His solution would be to own high-quality investment corporate credit and keep your duration in a 2-7 year timeframe.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
COMMENT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-05-24 $26.190

Sold his holdings a few weeks ago. Ostensibly, they have a lot of good things going for it. They are producers of pulses, beans, lentils, things that are really on trend with health foods. Management has had a consistent failure of executing a plan to street expectations. Their latest quarter had a pretty severe profit warning.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
DON'T BUY APH-T Aphria Inc Market Call Tonight (BNN TV) 2017-05-24 $5.620

Not particularly comfortable investing in marijuana stocks. An investment has to have a margin of safety around it. The marijuana sector is just too unsettled right now. Also, who is to say that the tobacco industry doesn’t want a piece of the action? They have expertise in lobbying, distribution, marketing, branding, etc. Also, wouldn’t Short it as who knows what heights euphoria could take it?

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-05-24 $61.370

(A Top Pick Aug 29/16. Down 9%.) At that time, they were acquiring CFT Brands. The deal has been delayed until the 2nd quarter. This is a secular grower. They will ultimately get approval from the competition Bureau and the US authorities, and it will be accretive to earnings.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-05-24 $2.160

Something he would never have touched in the 1st place. It is weak competitively. They’ve not had a fresh order for their C series aircraft in over a year. Very highly leverage with about $10 billion of debt on the balance sheet, and only about $1 billion of EBITDA to support that. $2 is a pretty important support level. If that holds, it might be okay, but if it cracks it doesn’t look like there is much support all the way down to $1.60.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

(A Top Pick Aug 29/16. Up 27%.) This closed on a meaningful acquisition of Innovia in December, a manufacturer of polymer banknotes. Very profitable company and a long-term growth story.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT CHP.UN-T Choice Properties REIT Market Call Tonight (BNN TV) 2017-05-24 $13.720

The anchor tenants, in a large majority of their properties is Loblaws. Where he might be a little more hesitant in a real estate investment trust that has mall-based retailers, it is quite unlikely that grocery shopping will have the same problems. This would be one of the safer REITs. He is quite constructive on equity markets, so has been moving away from REITs with a view that the economy is strengthening and interest rates moving higher. If you have to own a real estate investment trust, this is a reasonable choice, but he would recommend you don’t concentrate too much in REITs or bond proxies generally.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2017-05-24 $65.970

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2017-05-24 $8.990

A company that is rapidly unravelling. They are effectively operating without an executive management team. It’s not normal for a bank or a trust company to press release their deposit book every single day. They are doing that to try and shore up confidence in the business.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
COMMENT MFI-T Maple Leaf Foods Market Call Tonight (BNN TV) 2017-05-24 $34.580

A large meat processor. This has been evolving since about 2011. An activist investor got involved, and agitated for major changes, which they undertook. Went through a very aggressive 5-year build where they modernized their whole plant network. The modern equipment and machinery has lowered operating costs. Also, they’ve renovated their product architectures. Instead of just being a bulk processor, they’ve moved into some upmarket and higher margin segments.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-05-24 $60.110

(A Top Pick Aug 29/16. Up 16%.) The stock faded a little on fears of the auto cycle plateauing. Investors may have forgotten that this is not just a North American auto parts Company, they have a great platform in Europe, as well as growing in Asia. They recently just reported a great quarter. He continues to like this.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-05-24 $55.840

Just announced a $51 million contract from the Transportation Authority of Santa Clara. They manufacture public transit buses and luxury motor coaches, and are the dominant player in what is effectively an oligopoly. This is a backdoor play on the US as most of their revenue comes from state and local transit authorities. Dividend yield of 1.7%. (Analysts’ price target is $63.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT SAP-T Saputo Inc. Market Call Tonight (BNN TV) 2017-05-24 $43.640

A very predictable, stable and mature business. Historically, management has been pretty good at finding acquisitions to shore up any gaps in growth rates. A name that always looks expensive, but people are very reluctant to part with their shares. He is pretty comfortable with the business model. Sees better growth prospects in the consumer staples sector. You could be reasonably comfortable with this stock.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
BUY SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-05-24 $122.300

On conventional valuation metrics, this looks expensive. There are no earnings, the EBITDA is negligible. Even on next year’s forecast, there is only $.14 or so of earnings and about $14 million of EBITDA. However, this is not a conventional company, it’s a company that is growing its top line at 90% to 100% a year. They have a dominant position in their sector.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
BUY on WEAKNESS STN-T Stantec Inc Market Call Tonight (BNN TV) 2017-05-24 $31.240

There had been a huge, huge spike in all of the engineering/construction companies when Trump came out with all his plans on infrastructure spending. When it became questionable as to how much of this pro-growth agenda was going to be enacted, these stocks started to fall off. This company is a good acquirer and has pretty good management. Any pullback would probably be a reasonable entry.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT SW-T Sierra Wireless Market Call Tonight (BNN TV) 2017-05-24 $36.290

This company reinvented itself a number of times over the years. They are a technology hardware manufacturer. This is best summed up by calling them an “Internet of things”, for all kinds of devices. From a long-term perspective, it is subject to the vagaries of the product cycle and technological obsolescence. He doesn’t care for the volatility and prefers others.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-05-24 $24.850

A large producer of bulk commodities and base metals. He is not bullish on the base metals, etc. China has been the incremental buyer in a lot of these commodities over the last 10-15 years. Feels Chinese growth is slowing. He is not particularly optimistic on the stock.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-12 $0.020

Cannabis. If this were a baseball game, he would say we were in the 6th inning of a bear market in cannabis stocks. They made all-time highs on November 16, so we have a few more months of downside. Thinks purchase prices for consumers are going to be high, as the government will want to protect the youth. Expects we are going to have a bad day for these stocks coming up.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-06 $0.020

Markets.  He was bearish last time about Cannabis.  These stocks have been going down 11 weeks in a row.  Cannabis will continue to be a business unto itself.  He is looking for a bottom on the stocks.  See his Top Picks.  He likes the infrastructure associated with the business.  Some jurisdictions may not allow you to walk down the street smoking up. It Is up to the local municipality as to what they will allow in terms of smoking. 5 or 10 years from now distribution will be key.  We have a free market approach to the supply but when we go to sell the stuff, we are going to say where, how much and what the price is.  He does not know how this will kick back on us.  He does not think mail order will work.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-06 $0.020

Pharma is facing one of the biggest homeopathic medicines in the world.  But they will not buy out a Cannabis company unless they can patent something that is much better.  You should wait and see if this business is profitable. 

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-08-31 $0.020

Markets.  He is not exactly bullish on weed these days.  He believes we are ramping up the licensed marijuana industry at an alarming rate.  Supply is short.  It is investor sentiment and events that are driving stocks.  Domestic demand is going to be far higher than analysts predict.  He thinks export demand will take off.  Capital is not getting put into greenhouse expansions.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH _N/A View
WATCH ABCN-X ABcann Global Corp. Market Call (BNN TV) 2017-07-06 $0.890

It does look interesting.  They have an expansion plan.  He thinks the caller might be onto something.  He would not run out and buy it because the valuation is still $150 Million.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
DON'T BUY ABCN-X ABcann Global Corp. Market Call (BNN TV) 2017-08-31 $0.860

He thinks the smaller and intermediate producers are going to have a tough time making money in weed as the big 4 continue to lower costs and raise capital at lower costs.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
WATCH ACB-T Aurora Cannabis Market Call (BNN TV) 2017-07-06 $2.140

A lot of the valuation will depend on whether they execute at their new facility.  He is warming up a bit to them.  They bought a company in Germany and they are also getting into hemp.  They are working with radiant technologies to see if their extracts plant can be used with cannabis. 

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT ACB-T Aurora Cannabis Market Call (BNN TV) 2017-08-31 $2.490

It is one of his top 4 companies.  They have diluted their shares substantially.  They have over $100 million in debt.  They have the most upside and also the most downside.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT AFN-T Ag Growth International Inc Market Call (BNN TV) 2017-05-12 $58.820

This has a new CEO, who is an acquisitions expert. He thinks this stock is getting to the point where you have to ask, how much money can they make from these things. They are now going into fertilizer storage. He thinks $60 will be a good price for the stock. Doesn’t think they are covering the dividend, so be careful. It is a competitive business. A risky business for low returns.

$60 Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
WATCH AFN-T Ag Growth International Inc Market Call (BNN TV) 2017-08-31 $58.150

We have a ceiling on the stock here.  The company has a fair bit of debt.  They made several acquisitions.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-05-12 $25.310

The chart shows this is going down, which he likes. He wants to buy something that is cheap. India is the biggest consumer of lentils and chickpeas, and these things are growing in value.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
HOLD AGU-T Agrium Market Call (BNN TV) 2017-07-06 $117.250

He previously recommended holding it.  Fertilizer prices have been in the doldrums.  Fertilizer plays often follow corn prices.  There is no sign of a drought.  He has always loved the company on the retail side.  There will be some remedies in the merger with POT-T and you get a good yield while you wait.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
HOLD AGU-T Agrium Market Call (BNN TV) 2017-08-31 $122.480

POT-T & AGU-T.  AGU-T was a buy and hold when he was last on.  It has been kind of bouncing around.  He has always liked the retail part.  Also, it is global.  The Texan floods could impact AGU-T with a psychological effect on investors.  POT-T is starting to perk up in the US and they signed a Chinese contract.  He would not sell out just because of the merger.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-05-12 $11.330

This only has one refinery, but it is smack dab in the Permian Basin, the epicenter of growing production. Drilling rigs use diesel, so they are getting great prices. His target on this is $15. Dividend yield of 7%. (Analysts’ price target is $11.50.)

$15 Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Yes View
PAST TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-07-06 $10.580

(Top Pick May 12/17, Down 1.28%) Electric cars will be a lot like tobacco and gas cars are not disappearing immediately.  When it bottoms he is going to buy it back.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH No View
TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-07-06 $10.580

There has been a bid for the general partner and they may take out the company.  You may get a 10% pre-tax withholding tax if you are not American.  (Analysts’ target: $12.00).

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH No View
PAST TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-08-31 $11.820

(Top Pick July6/17, Up 14.98%)  Refineries are on everyone’s screen because of the Texan floods.  It is a top pick today.  They are in-land refineries and are still operating.  It also has 300+ convenience stores and sells asphalt and jet fuel also.  He does not think they will gouge their customers because of the floods.

$15 before the floods. Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Yes View
TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-08-31 $11.820

It is terrible what happened in Texas, but in any case they have a captive market for their diesel and gasoline.  14% yield.  Analysts think the Houston refineries will take a long time to work out.  This is a longer term play on those refineries not coming back soon.  (Analysts’ target: $12.00).

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Yes View
COMMENT APH-T Aphria Inc Market Call (BNN TV) 2017-05-12 $5.900

A great facility in the making. They have 1,000,000 ft.². It is engineered so that marijuana can be grown, processed and packaged by itself. They had flat sales, because January and February were grey. Doubling their space, and by August they will be producing and selling twice as much product.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
WAIT APH-T Aphria Inc Market Call (BNN TV) 2017-07-06 $5.280

They report on July 12th before they harvest any of the expansion plants.  The July 22’nd reverse takeover is a big thing for them and is their growth platform for the US.  They know how to grow Cannabis.  Don’t rush out to buy it until we get the quarter over with.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
BUY APH-T Aphria Inc Market Call (BNN TV) 2017-08-31 $5.990

APH-T vs. WEED-T.  It’s always good to be diversified, should hold both.  They both seem to be moving away from the pack to the upside.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT CBW-X Cannabis Wheaton Income Market Call (BNN TV) 2017-05-12 $1.220

Just announced 14 new streaming partners. The problem is that crops are inherently risky, and degrade with time. The companies are not approved, so where is the company going to get the finance to invest in desperate pre-approvals? The number of square feet of cannabis growth is going up. The problem is valuation.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
DON'T BUY CBW-X Cannabis Wheaton Income Market Call (BNN TV) 2017-08-31 $0.730

He was skeptical earlier.  They are going to help companies get approval in Canada.  It has been going down for some time.  He feels a lot of the smaller players are not going to make it.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
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