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Compiling comments that experts make about stocks while on public TV.

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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 Berman's Call 2014-03-10 $0.020

Base Metals. A lot of eyes are on China right now, “are they growing”, “are they not going to be able to reach their targets”, so there were some sloppy trade numbers over the weekend. Imports for iron ore for China have been falling for the last couple of years. If you overlay that and the price of copper with the Chinese domestic market indexes, from 2010, all the indexes have rolled over. Copper has been in jeopardy of breaching the $3 support area for about 3 years now. If it does, that could accelerate some negativeness in the materials sector of base metal stocks. He thinks it is going to happen this time around.

Larry Berman CFA, CMT, CTA ETF's & LARGE CAP BEARISH on BASE METALS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2014-03-10 $0.020

Markets. Looking at the NASDAQ as it relates to the McClellan Oscillator of the NASDAQ, when we get a spike in the Oscillator to a high point and it starts to roll over, the markets may be making slight highs, but the number of stocks participating in the rally is starting to fade. That usually means we are going to go into a consolidation or have some kind of a correction. NASDAQ has been the leader for about 6 months now and it’s rolling over, so we have to watch. We used to watch Apple (AAPL-Q) but now we watch Google (GOOG-Q) and it hasn’t made a new high in March and is starting to roll over. If that plays out, then we are in for 3%, 4% or 5% correction in the next little while. He was a buyer in late January, early February for his clients when we had the last 5%-6% dip and he thinks another one is coming. This last week was the five-year anniversary from the bottom. We’ve had 29 months now of a rally in the S&P 500 without a 10% correction. That is the 2nd longest in the history of the markets so we are due for a 10%-20% so we have to watch things carefully as these divergences play out.

Larry Berman CFA, CMT, CTA ETF's & LARGE CAP BEARISH on BASE METALS _N/A View
COMMENT CCO-T Cameco Corporation Berman's Call 2014-03-10 $27.260

He is widely bullish for the next decade or 2 on uranium. Simply put, it is the single most efficient source of high-powered global energy and we need it. Reactors are coming on stream. You have Russia decommissioning of the nukes ending, supplies/demand balance is starting to improve. Likes the sector. It is going to be volatile. Japan is starting to turn on their reactors again.

Larry Berman CFA, CMT, CTA ETF's & LARGE CAP BEARISH on BASE METALS Unknown View
DON'T BUY EWP-N iShares MSCI Spain ETF Berman's Call 2014-03-10 $40.570

Tradable but we haven’t made a long-term investment bottom because there are problems coming. It could take up to 3 years and could be an interesting place to invest. Europe is coming back, but it is not fixed by any stretch of the imagination. He feels that within the scope of the next 5 years, Spain breaks off from the euro. 28% unemployment, almost 60% unemployment for youth under 25. You can’t fix that and have them stay in the euro to his way of thinking.

Larry Berman CFA, CMT, CTA ETF's & LARGE CAP BEARISH on BASE METALS Unknown View
WATCH KMP-N Kinder Morgan Energy Berman's Call 2014-03-10 $74.900

Building out the infrastructure, pipelines and all those things, is a wonderful place to invest. Not early on this one. We are starting to see quite a decay. Five-year chart shows the last year has been weak. The best case scenario is that we find some support in the mid to low $70’s and we go sideways from there for a number of years. He would have on his radar for something you want to build a position in.

Larry Berman CFA, CMT, CTA ETF's & LARGE CAP BEARISH on BASE METALS No View
WATCH LEG-T Legacy Oil and Gas Inc. Berman's Call 2014-03-10 $6.620

The big picture story for the next 5 years or so, supply is going to dwarf demand in oil and gas in North America. However, when you look at a stock like this that has been beaten up because of some of those reasons of weaker production prices in Canada, and you look at a five-year picture, what you are seeing in this and a lot of these focused here in Canada, you’ve got these big bases coming. In order to get relief there and have some of these start to break out, you need that supply/demand thing to start to turn around. Pipelines east and west, pipelines north and south, LNG distribution should bring better prices to Canada but it is still a few years off. The stocks are starting to respond so this is important to watch.

Larry Berman CFA, CMT, CTA ETF's & LARGE CAP BEARISH on BASE METALS Unknown View
SELL SLW-T Silver Wheaton Berman's Call 2014-03-10 $27.980

Gold and silver had a decent bounce off the lows last year. Doesn’t think that either gold or silver are going to take off in a big way. Maybe there is scope for gold to pop above $1400 if the markets come unglued over the next 6 months. However, he still thinks we are range bound and you want to take a profit and sell into that rally. If we get a pullback in gold in the next month or 2 of $1300 or less, you want to nibble at it.

Larry Berman CFA, CMT, CTA ETF's & LARGE CAP BEARISH on BASE METALS Unknown View
PARTIAL SELL TCK.B-T Teck Resources Ltd. (B) Berman's Call 2014-03-10 $23.800

Copper has a good chance of breaking down through $3 and if it does, all these copper stocks are going to break heavily. You should watch the Copper ETF (COPX-N) which has a lot of copper names and if it starts to break be wary. This is a fine company, and what they do, they do very well. They are in a sector right now that he is not remotely interested in and may not be for years. Doesn’t feel demand in China is going to be there for a number of years. He is biased against having a full position in this company at this time.

Larry Berman CFA, CMT, CTA ETF's & LARGE CAP BEARISH on BASE METALS No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-12-16 $0.020

Markets. Tends to look for names that are undervalued, under researched and typically under owned by institutional investors. Focuses on bottom-up investing.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2013-12-16 $0.020

Would you consider a long-short strategy with Canadian airlines? How would you do this? Taking a longer-term view of the airlines, it has been a graveyard for investors. Air Canada was up 340% year to date and Transat (TRZ.B-T) was up about 140% and WestJet (WJA-T) was above 40%. An obvious Pairs strategy would be to go Long WestJet and Short Air Canada but WestJet has its own issues by going from one hub in Calgary to having 3 hubs. Doesn’t find this compelling from the long side or from the short side.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-04-16 $0.020

Markets. Looking at the overall markets in the US and Canada, they are trading at about 15 or 16 times this year’s EPS, which is slightly above the historical average of 14+ so they’re not expensive and he is finding them reasonably valued. What is interesting is that there are some sectors that are clearly overvalued. The US tech sector is one example. He is a bottom up investor and likes markets like this because it really appeals to stock pickers.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE _N/A View
PAST TOP PICK AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2014-04-16 $4.820

(A Top Pick April 23/13. Up 0.7%.) The whole sector has gone through a rough patch because of fears of interest rates backing up. Also, 3 senior management have left.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT AET.UN-T Argent Energy Trust Market Call Tonight (BNN TV) 2014-04-16 $3.000

If you take out DRIP payments, a 77% cut in the yield will not solve their problems. Announced they are going to cut their CapX by about 20%. They really have to start selling some assets.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Unknown View
COMMENT AOI-X Africa Oil Corp. Market Call Tonight (BNN TV) 2013-12-16 $8.460

Had a Short position on this for a while. Located in Kenya, Ethiopia and Somalia. Shorted this because it is a new basin so there is a question of valuation and tends to be a bit too frothy expectation. It will take them a while to deliver any meaningful production, possibly 2018, at the earliest. Thinks there could be significant weakness in the share price going ahead.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2014-04-16 $5.810

Came out with quarterly results that brought the stock down from $9 to about $6 very, very quickly. Has been looking at this name. Likes the gaming space in general. There is some liberalization taking place, particularly in the US. There is another smaller Cap name that he thinks is interesting, LasVegasFromHome.com Ent. (LVH-X). It is mobile gambling that he thinks is a real growth industry. Just announced a deal last week where they are launching in Mexico.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
COMMENT BDI-T Black Diamond Group Market Call Tonight (BNN TV) 2013-12-16 $28.810

A provider of temporary workplace accommodation, primarily in Western Canada, in the oil sands. Likes the name and likes the space. Thinks this space is going to be growing 18% over the next 5 years because of the projects they are involved in. (See Top Picks.)

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN No View
TOP PICK BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2014-04-16 $76.080

(SHORT) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). (See comments under GCG.A-T.)

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT CFN-T Carfinco Financial Group Market Call Tonight (BNN TV) 2013-12-16 $11.930

One of his largest holdings. Lenders to the lowest segments of the auto borrowing population. In the D class and they dominate the D class. Install devices in the cars, so if a borrower is behind in payments, they’ll make your horn honk for 20 seconds. If you are 30 or 60 days behind, your ignition won’t start. If they have to repossess, they have a GPS system for this. Dividend is very sustainable and they have a lot of potential to increase their dividends.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
COMMENT CFN-T Carfinco Financial Group Market Call Tonight (BNN TV) 2014-04-16 $9.490

Stock has dropped because quarterly results were a little bit disappointing. Also, management talked about competition in the space and it got investors’ attention.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
DON'T BUY CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2014-04-16 $62.070

Likes this name. Uses it for hedging purposes because he thinks Canadian Pacific (CP-T) is overvalued where he has a Short position. This has been a very rough winter, so when Q1 results come out for the rails, both Canadian companies are going to have had a pretty tough time. He would not buy before the Q1 numbers.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK CXI-T Currency Exchange Intl. Market Call Tonight (BNN TV) 2014-04-16 $12.700

Starting to get a little bit more recognition, but the key catalyst is that they are going to get a bank license at some point, which really opens up their marketing efforts and also helps to bring down their costs so they can buy directly from central banks. The #3 player in Canada and #4 in North America.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK CXS-T Counsel Corporation Market Call Tonight (BNN TV) 2013-12-16 $2.180

Essentially they match up a mortgagee with a financial institution. This goes on to the financial institutions book, but they continue to administer the mortgage. Because they are administering the mortgage, they continue to have a relationship with the borrower. When the mortgage comes up in 5 years, they are the ones they are most likely to turn to. Because of this, their margins are about 2.5X of the renewals of the originals. They are in their 6th year of operation so we are now starting to get in the Golden age where they are getting the rollovers of the mortgages.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
COMMENT CXS-T Counsel Corporation Market Call Tonight (BNN TV) 2014-04-16 $1.670

Had a pretty big pull back. There was a fair amount of enthusiasm for the stock this summer so the question is, was that misplaced or not. Finds it to be very attractive at the current levels. Released their results at the end of March which he felt were quite good. There are some competitive pressures within the mortgage lending space. Announced about a year ago that they were going to clean up the business so it is now a holding company that holds one asset, Street Capital, a mortgage lender. Around April 28, you will be receiving shares in Heritage Global, which is currently trading in the US. Management does not know when to sell so leaving the decision to you.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT DEL-N Deltic Timber Market Call Tonight (BNN TV) 2013-12-16 $63.640

Likes this very much. A US listed vertically integrated timber play, primarily in the Southeast US. Has a lot of leverage to the US housing and lumber cycle. J.P. Morgan came out with some very significant reports last Thursday. The most leveraged segment of the lumber cycle is the mills. This is a name to play if you believe in the US housing and lumber story. Completely undervalued.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
COMMENT DSG-T Descartes Market Call Tonight (BNN TV) 2013-12-16 $13.960

CEO is stepping down, but will still be involved in the business. An issue that he has always had with this company is their accounting. Somewhat opaque and they tend to use adjusted EBITDA, which tends to be a bit of a red flag for him. Likes the robustness of their business and the resilience of their customers. A play on international growing trade.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
BUY DSG-T Descartes Market Call Tonight (BNN TV) 2014-04-16 $15.130

Had a great run. Grows at about 15% the year. He likes the recurring nature of its revenue which is at about 90%.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY E-T Enterprise Group Market Call Tonight (BNN TV) 2013-12-16 $0.800

Likes this. Essentially they assist pipeline companies in constructing pipelines. There is one particular division that he likes called Arctic Therm and they are starting to increase the utilization of that division. Has had nice performance this year but he continues to see upside. Very positive on pipeline construction companies, as opposed to pipelines themselves.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
BUY E-T Enterprise Group Market Call Tonight (BNN TV) 2014-04-16 $1.050

Very much likes the name. Provide a lot of support for infrastructure projects such as pipelines, bridge building, tunnelling, etc. Also, have a division that competes with Badger Daylight (BAD-T) in tunnelling. Good way to play infrastructure and on pipelines. Super cheap trading at about 3.5X EBITDA. Made a series of acquisitions in the last 18 months and have stated that now is the time to integrate the businesses and grow them organically.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2013-12-16 $9.940

(A Top Pick Sept 18/13. Up 5.77%.) (Pairs Trade: Long Enercare (ECI-T) and Short Just Energy (JE-T).) Has been Long this stock since 2009. Paired this with Just Energy (JE-T) because of concerns about Just Energy's underlying business and their distribution.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
COMMENT ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2014-04-16 $11.080

Water heater rentals, mainly focused in southern Ontario. Also, have sub-metering which they are expanding. This is for multi-tenant residences such as condos or apartment buildings. They put in meters, allowing the landlord to assign energy usages to individual tenants. Thinks this is a great long-term growth business. Not producing any profits yet. Trading at about 6.5X EBITDA versus the sector at about 10X. 6.5% dividend yield which is very sustainable.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
BUY EGL.UN-T Eagle Energy Trust Market Call Tonight (BNN TV) 2013-12-16 $7.490

Yield of 14% and generally this is a red flag. Had some production difficulties and were in a “show me” situation. Generally, when a stock is in a penalty box, it will stay there for 3-4 quarters. To overcome this, the company decided to produce 3000 barrels of oil per quarter, which they have done for three quarters. Also, made an acquisition using lines of credit, rather than through dilution. He has conviction in the management team. Feels the yield is sustainable.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
TOP PICK GCG.A-T Guardian Capital Group Market Call Tonight (BNN TV) 2014-04-16 $17.200

Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). In 2001 they sold its mutual fund business to Bank of Montréal in exchange for 5 million shares. Have been sitting on the 5 million shares ever since. These holdings plus some of their other listed holdings, actually comes out to $14.25 at the end of the last quarter. Stock is trading at about $16.60-$16.70 and if you strip out the $14.25, the underlying business is trading at about 3X this year’s earnings, ridiculously cheap. There is also a scarcity of independent asset managers, so one day somebody is going to come and take out this company. He has had this trade on since April 2009.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK HNL-T Horizon North Logistics Market Call Tonight (BNN TV) 2013-12-16 $9.720

A great way to play the resource space. Cheap and has a great dividend. Great growth profile as the industry grows in the next few years. He can see more upside to this one.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
BUY HNL-T Horizon North Logistics Market Call Tonight (BNN TV) 2014-04-16 $8.000

Loves this as an indirect way to play the resources. He tends not to invest directly in resources. This is a more conservative way to play. The whole sector is growing at about 18% clip over the next 5 years and this is a great way to play it.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT IAE-T Ithaca Energy Inc. Market Call Tonight (BNN TV) 2013-12-16 $2.700

Essentially a play on North Sea oil. A development company that just manages to find ways to never deliver, it is always next year’s story. He just got tired of the name.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
DON'T BUY IAE-T Ithaca Energy Inc. Market Call Tonight (BNN TV) 2014-04-16 $2.650

Was supposed to be a takeover quite a while ago and he lost patience with it. This one always seems to be next year’s story.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
PAST TOP PICK IMO-T Imperial Oil Market Call Tonight (BNN TV) 2014-04-16 $52.010

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 34.23%.) (See comments under TAO-T.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK JE-T Just Energy Group Market Call Tonight (BNN TV) 2013-12-16 $7.560

(A Top Pick Sept 18/13.) (Pairs Trade: Long Enercare (ECI-T) and Short Just Energy (JE-T)) Have some lines of credit that are coming up. When a company cuts its distribution, it is never management’s idea, it is always the bankers. Feels that when the lines of credit are rolled over, in January/February, it is a very likely possibility distribution will be cut.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
SELL JE-T Just Energy Group Market Call Tonight (BNN TV) 2014-04-16 $8.640

He is Short this name. Had a good run this winter, mainly because of the cold weather. Very skeptical about their business model and their accounting.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
HOLD LIF-T Labrador Iron Ore Royalty Market Call Tonight (BNN TV) 2013-12-16 $33.750

A conservative way to play the resource space. Essentially, their business is run by Rio Tinto (RIO-T) and the Iron Ore Company of Canada. Gives you a decent yield. Good, long-term holding.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
COMMENT LVH-X LasVegasFromHome.com Ent Market Call Tonight (BNN TV) 2014-04-16 $0.105

Just announced a deal last week where they are launching in Mexico. Thinks mobile gambling is a real growth industry. Has a tiny stake in this one.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT MB-T MegaBrands Market Call Tonight (BNN TV) 2013-12-16 $15.540

Numbers on toys hasn’t been great on a macro level, and there are some headwinds from a weak Black Friday. Q4 is always the biggest quarter of the year in terms of sales, so not a bad time to own it. He plays this through warrants. Goes Long warrants and Shorts the underlying common shares. Feels the warrants are mispriced and there is about 1.5 years left in them so he sees the optionality with the warrants.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
PAST TOP PICK MB-T MegaBrands Market Call Tonight (BNN TV) 2014-04-16 $17.720

(A Top Pick April 23/13. Long Mega Blocks Warrants (MB.WT-T) and Short Mega Blocks (MB-T). Up 63%.) Had identified the warrants as being mispriced.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
PAST TOP PICK MB.WT-T Mega Brands Market Call Tonight (BNN TV) 2014-04-16 $0.390

(A Top Pick April 23/13. Long Mega Blocks Warrants (MB.WT-T) and Short Mega Blocks (MB-T). Up 63%.) Had identified the warrants as being mispriced.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
BUY MCR-X Macro Enterprises Market Call Tonight (BNN TV) 2013-12-16 $6.580

Tends to be used as more of a play in LNG on the West Coast.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN No View
COMMENT MOS-N Mosaic Company (The) Market Call Tonight (BNN TV) 2014-04-16 $48.640

Has about $3 billion of corporate buybacks that will be taking place this year.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2013-12-16 $10.470

Mainly a bus manufacturer. Likes the consolidation in this business. There are now a smaller number of players in the industry and hopefully it is less competitive. There is an emphasis across North America on improved public transport, however, a lot of governments are feeling a fiscal squeeze so there are some headwinds for them. Longer-term, this is a good company. Yield of 5.6%.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Unknown View
COMMENT NWH.UN-T Northwest Healthcare Property REIT Market Call Tonight (BNN TV) 2013-12-16 $10.150

Likes the medical office space. Very resilient. Doctors and dentists don’t move around a lot. Very good model. Wasn’t particularly enthusiastic about a lot of the acquisitions they made when they first started. Seemed to be growing for the sake of growing. Sold his holdings. As a long-term investor, you should do fine.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN No View
COMMENT NXX-X Nordex Explosives Market Call Tonight (BNN TV) 2014-04-16 $0.450

Manufactures dynamite, primarily for gold mining. Have a plant in Kirkland Lake with about 20% capacity utilization. Raised some money in 2012 for building warehouses because a truck can only go 3 hours in one direction away from their plant. The warehouses effectively extended their reach. Was a little disappointed by management’s execution. Also, profitability of their product wasn’t as high as expected. This is a micro cap so if you have to exit the position, it is very tricky.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE No View
PAST TOP PICK PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2013-12-16 $0.275

(A Top Pick Sept 18/13. Up 5.77%.) Have a monitoring of a heart drug in the US called Cuberton (?) and instead of doing it in a hospital once a month, the patient is able to do it in their home on a weekly basis. Saves Medicare a substantial amount of money. This is their bread and butter business and is adding on various types of business on top of that.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
COMMENT PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2014-04-16 $0.240

Essentially they provide services related to healthcare, particularly with regards to monitoring a drug called Coumadin. Has also been a consolidator by acquiring businesses that have relatively attractive valuations. The idea is that they can cross sell products and services that they have.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2013-12-16 $32.540

Doesn’t think the outlook for the potash industry is very good over the next couple of quarters. There was a recent announcement with regards to Chinese pricing, which was particularly favourable. Feels the street is overestimating its earnings expectations for the sector. He is Short this and paired it against Mosaic (MOS-N). This has been an interesting trade for him.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2014-04-16 $38.570

Expect they will hold their dividend, but he would not expect any dividend increases for a while. Just spent $8.3 billion in expansion in capacity that the world really doesn’t need at this point. Not overly optimistic of potash in general. There has been flattish demand globally. He is Short this, but the reason is for hedging. He thinks Mosaic (MOS-N) is a more attractive player which has about $3 billion of corporate buybacks that will be taking place this year.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK RET.A-T Reitmans (Canada) Ltd. (A) Market Call Tonight (BNN TV) 2013-12-16 $6.020

(A Top Pick Sept 18/13. Up 21.8%.) A Short. Has been a rough summer for all Canadian retailers. Just cut their dividend by about 75%. Payout ratio was well in excess of 100% for the last couple of years. Cash has gone from about $400 million, down to about $130 million. Just kicked out of the 3 indexes they belonged to. Has been one of his biggest Shorts for the last 4 months and he sees further downside in the tax loss selling season.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
TOP PICK SFD-X NXT Energy Solutions Market Call Tonight (BNN TV) 2013-12-16 $1.630

Very interesting technology used in oil/gas exploration. Have their equipment installed in a standard Cessna plane, fly at 10,000 feet and pinpoint where to do the 2-D and 3-D seismic resulting in major cost savings. Very high margin business. Expects some very explosive growth to come shortly.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
HOLD SFD-X NXT Energy Solutions Market Call Tonight (BNN TV) 2014-04-16 $1.230

Have been talking since August that there was an imminent deal with Pemex in Mexico, the national oil company, which has been their largest customer. Pemex is a state owned company so they are dealing with a lot of bureaucracy. Feels there is a lot of potential for this company going forward and is still very positive about this.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
PAST TOP PICK TAO-T Tag Oil Ltd. Market Call Tonight (BNN TV) 2014-04-16 $3.070

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 42.51%.) Did an equity issue last fall at about $4.40, which the Street didn’t like. This is a New Zealand oil/gas play and they have about 5 or 6 catalysts coming up in terms of major wells.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
TOP PICK VEEV-N Veeva Systems Inc Market Call Tonight (BNN TV) 2014-04-16 $22.630

SHORT. A software company in the CRM space and they use, as their building blocks, the large SalesForce.Com (CRM-N). As a condition SalesForce said you can only sell in the healthcare space. They already have 45% market share and there are 3 players in there. Doesn’t know how much more they could grow. Did an IPO 6 months ago. Initial IPO range was $12-$14 and they bumped it up to $20. If they were willing to sell their shares at $12-$14 and they are now at $24, you have to think that there are a lot of people who will be motivated to sell shares. He has been seeing this over the last 4-5 months. Also, their partner and supplier just announced they are going to become a competitor.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
COMMENT WIN-T Wi-Lan Inc. Market Call Tonight (BNN TV) 2013-12-16 $3.290

Part of the problem is that they own a patent portfolio and it is very hard for anyone externally to judge the quality of it. Recently lost a court case against Apple (AAPL-Q) and had a series of setbacks this year. Have announced a strategic review. Very easy to see a valuation of $5-$6. If you believe that there is going to be a potential sale coming, it would be good to stick around.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES UNKNOWN Yes View
COMMENT WIN-T Wi-Lan Inc. Market Call Tonight (BNN TV) 2014-04-16 $3.260

This is a better retail stock than an institutional stock because they own a large portfolio of patents. As an institutional investor, it is really a black box as he can’t tell how strong their patents are. Last year was supposed to be a very big year for them, but they only had about 1 in 6 catalysts that worked in their favour last year. He still has a small position, but has lost patience. Yield of about 5%.

Jerome Hass CANADIAN MID-LARGE & SHORT-LONG STRATEGIES SELECTIVE Yes View
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