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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
  
PAST TOP PICK 4755-JP Rakuten Inc Market Call Tonight (BNN TV) 2015-02-24 $0.000

(A Top Pick Nov 4/14. Up 48.3%.) The AliBaba (BABA-N) of Japan. They have been making some interesting acquisitions.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-24 $0.020

Economy. With a pullback in commodity prices, the whole economy has been getting a lot of tailwinds, which has been reflected in some of the companies related to manufacturing in the US as well as retailers. Energy has affected the US equity markets such as Starbucks, fast food companies, retailing groups, which are all hitting new highs. Right now it becomes a difficult exercise to pick the winners. Valuations look stretched to him, but he thinks there is room to grow from where we are.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC _N/A View
TOP PICK AIG-N American International Group Market Call Tonight (BNN TV) 2015-02-24 $55.040

There are some interesting tailwinds that he sees in their balance sheet. He thinks you could see this continuing to grow. Book Value had a recalibration in the last 2 quarters. Growth in Book Value is what you are looking for in companies like this. Yield of 0.91%.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2015-02-24 $11.470

Got hit badly on account of its whole Western Canada theme where everything was thrown into the dustbin that had the name energy written on it. This is one of the babies that fell into the bath water. A lot of analysts have been revising their target downwards, but there are a bunch of catalysts in this company. One is a 45% ownership of an airport concession as well as its construction business and its backlog. Yield of 3.14%.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
WATCH BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2015-02-24 $84.690

This is going to be a good company with the surge in e-commerce. Had a very good run, post its IPO, but pulled back because of litigation issues. The factor that could drag this company is the reporting and lack of clarity sometimes. If you get past that hurdle over the next 2-3 quarters, you could see a snap back in the name.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT BLK-N Blackrock Inc. Market Call Tonight (BNN TV) 2015-02-24 $378.110

Dividend seems to be very high. They have benefited immensely from pretty smart investments in real estate. Now they have come up with 2 big energy funds. Because of its historic investments, the dividend quality will now need to be assessed.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
DON'T BUY GE-N General Electric Market Call Tonight (BNN TV) 2015-02-24 $25.390

Earnings and revenues seem to be flat along with its metrics. The chances of it breaking through $25-$27 are remote.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
PAST TOP PICK GLW-N Corning Inc Market Call Tonight (BNN TV) 2015-02-24 $24.780

(A Top Pick Nov 4/14. Up 20.4%.) The rationale was its whole exposure to Gorilla Glass, and now the new business, potentially automobiles and other businesses that they are getting exposure to. Good dividend name with power to grow.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
PARTIAL SELL IFC-T Intact Financial Market Call Tonight (BNN TV) 2015-02-24 $88.650

Had a very good run because of the macro economic tailwinds. Fundamentally has a strong management team and it is growing. Stock looks pretty toppy at these levels, but on a fundamental basis it stacks up quite well when compared to others. A good entry point is when it is trading below Book Value and you exit when it is trading at a premium to Book Value. Currently it is trading at a good premium to the Book Value, so it is not a bad idea to take some money off the table.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT LNR-T Linamar Corp Market Call Tonight (BNN TV) 2015-02-24 $77.090

Has always liked this. There is room to grow for all companies connected to the auto industry. Fundamentally the balance sheet is stronger than ever. Has had a very good run. If you are looking at it from a dividend paying perspective, the yield has basically dropped to nothing right now.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
DON'T BUY LYG-N Lloyds TSB Group PLC Market Call Tonight (BNN TV) 2015-02-24 $4.890

A turnaround situation. There is a catch up in terms of companies that are recalibrating their business and operating efficiencies. Coming close to trading at a higher premium to its Book Value. You need to focus on the earnings power of the company and the return on investment equity. His concern is that there is still room to feel more comfortable given the massive amount of headwinds that these institutions are facing. He would be a little cautious.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
PAST TOP PICK MFC-T Manulife Financial Market Call Tonight (BNN TV) 2015-02-24 $22.010

(A Top Pick Nov 4/14. Up 5.2%.) This has to decouple from the interest rate outlook to the value proposition. He thinks there is still upside on the stock. From a pure Book Value, pure Coverage Ratio and pure Earnings Power with its exposure to Asia, it still looks interesting to him.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
DON'T BUY MU-Q Micron Technology Market Call Tonight (BNN TV) 2015-02-24 $30.770

Stock got hit today because word came out that Samsung, not this company, will do most of the DRAM work for Apple. It looks like a massive deal that Apple has put together. Given the value and the run up in the company, he expects the impact will be felt. He would be cautious right now.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT NKO-T Niko Resources Market Call Tonight (BNN TV) 2015-02-24 $0.510

This has been a pack of cards falling through. There is kind of an option value building into this company because of its whole macroeconomic play with its geographic location close to some of the basins in India. Fundamentally the balance sheet looks really stretched. They would need a lot of help on the capital markets side in terms of financing alternatives. Trades at a Price to Book of about 6 times.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
TOP PICK NSRGY-OTC Nestles Market Call Tonight (BNN TV) 2015-02-24 $0.001

Chosen on the basis of a peer group comparison. Showed up very well in terms of loading its working capital needs, cost-cutting and a pullback because of the Swiss franc trade on the foreign exchange side. Yield of 3%.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
BUY on WEAKNESS PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-02-24 $39.820

Has always been an admirer of some of these pipeline stocks. At the current level, it seems a bit overvalued. Dividend quality is stronger now given the pullback in the stock. Mid-$30 would be a good entry point.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT RHHBY OTC (US) Roche Holding AG Market Call Tonight (BNN TV) 2015-02-24 $0.000

This is interesting right now based on the value proposition that is going into the pharma space. They have a lot of M&A activity there. This has some growth potential because of breast cancer. Fundamentally the company looks solid and the dividend looks good.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT RUS-T Russel Metals Market Call Tonight (BNN TV) 2015-02-24 $25.210

This is more tied into iron ore prices rather than energy. With iron ore prices dropping, stocks like this tend to get tarnished by the same brush as iron ore. This looks undervalued. The challenge would be the quality of its dividends. How well are they able to generate the cash flow to pay their dividends?

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
BUY SAN-N Banco Santander SA Market Call Tonight (BNN TV) 2015-02-24 $7.310

A Spanish bank, but actually has exposure in Brazil. This is in a decent space here right now.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT SAP-T Saputo Inc. Market Call Tonight (BNN TV) 2015-02-24 $36.270

Great company and has always created value for its investors. Balance sheet strength is very good. Ability to grow revenues is pretty strong. A company in food processing, that shows a 20% increase in revenue, is always going to be a good company. For a 2-3 year time horizon, this is a very good name to own. The only headwinds it could face is the spread between input costs and processing costs.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT SNC-T SNC-Lavalin Group Inc. Market Call Tonight (BNN TV) 2015-02-24 $39.690

Clarity is still needed on some of the issues surrounding this company. This is a great company. Until there is clarity, it is hard to do anything on the stock right now. (See Top Picks.)

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
WATCH SW-T Sierra Wireless Market Call Tonight (BNN TV) 2015-02-24 $47.590

Has been a great company in the last 3 years. They stumbled and fell apart early on, only to recapture its business as it moved into machine-to-machine and the Internet of Things. They made a very tactical change in their strategy when they acquired 2 companies in Europe, and the stock has worked very well ever since. He likes the story and thinks there is room to grow. The value proposition will be clearly understood after they report on the 1st quarter. Wait to see what the company does in its 1st quarter. Every time the stock drops below $40 that is a good entry point.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2015-02-24 $251.530

Has a very interesting strategy which the market seems to like and which makes money for its investors. Made roughly about 2 dozen acquisitions in the last 2 years. Likes the exposure they get through some of their companies in Asia. We are not seeing the same impact in health care segment in Asia as we are seeing in the commodity cycle, and this company has really capitalized on that. He has a problem with companies that are not growing organically, but at the same time their earnings growth has been working in their favour.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
BUY ZUD-T BMO US Dividend Hedged to CAD Market Call Tonight (BNN TV) 2015-02-24 $19.220

This dividend ETF looks interesting in terms of its components. Has been attracting a lot of fund flows.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

Interest rate drop. How does this look with the new issues of banking preferreds, high-yield, corporate debt, etc. You are looking at much, much lower yields, but he thinks there is a limit there, but doesn’t know what it is.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

Bonds. Canadian bonds went up something like 9% last year, but that was a rebound from a weak 2013. We actually had a negative return on the Canadian bond index in 2013, and people in the bond market had thought this was the end of the low interest rates that we saw in 2013. In 2014, we realized that tapering wasn’t a bad thing that everybody thought it was, so we had a really hard rally down again when interest rates dropped. 8.8% total return, on the Canadian bond index last year. He is overweight on the corporate bond markets, where spreads haven’t compressed yet.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

What do “D+18” and “FF” mean in corporate bonds? FF is a “Fixed Floater”, which means the bond is fixed for a certain period of time, and after that time it begins to float. In Canada it is a rare for it to go past the fixed point. The D+18 means the company has the right to Call that bond at the Deposit Rate +18 basis points. This is usually quite a bit tighter than where the market usually trades the bond.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-01-23 $0.020

$5000 in an RESP to run for 13 years. Suggestions? He would suggest looking at either a fund or an ETF. You could also look at individual preferred shares.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN _N/A View
TOP PICK ALA.PR.G-T Altagas Ltd Market Call (BNN TV) 2015-01-23 $25.500

Preferred series G 4.75%. (ALA.PR.G-T). Energy pipeline. This is trading a little bit above par. It resets in 2019 and is 306 basis points, so you have the spread protection.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
COMMENT BMO.PR.M-T Bank of Montreal (Preferred M) Market Call (BNN TV) 2015-01-23 $25.670

Preferred M’s? This is a reset, which went to reset in 2013. Started at a higher rate and then reset to a fixed rate at 3.39%. In this environment, it won’t reset again until 2018. The bad news on this is that he doesn’t think the bank would let it go to the next reset because of capital issues. This might be worth getting out of and then switching over to something else, perhaps insurance companies.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Unknown View
PAST TOP PICK BMO.PR.T-T Bank Of Montreal (Preferred) Market Call (BNN TV) 2015-01-23 $25.470

(A Top Pick Sept 8/14. Down 0.77%.) BMO Floating Rate Preferred Share Series 17. Shouldn’t be volatile except when the bank of Canada rate drops. It was up on the year, but as soon as the interest rate cut came in, it dropped. This was a defensive strategy for people who thought rates were going to go up. It is still a pretty good substitute for a Money Market type of return, plus you get the dividend tax credit.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
TOP PICK CCS.PR.C-T Co-operators General Insurance Co Market Call (BNN TV) 2015-01-23 $25.000

Preferred series C 5%. (CCS.PR.C-T). This can be redeemed in 2016 at $25. Currently trading at $24.31, below its par value. It gives you yield of 7.36%.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
TOP PICK EMA.PR.E-T Emera Inc. Market Call (BNN TV) 2015-01-23 $24.000

Preferred series E 4.5%. (EMA.PR.E-T). A perpetual, paying about $1.25 annually. Has current yield of about 4.8%. Currently trading at $23.45 giving you over a 5.5% yield if they take you out in 2023.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
PAST TOP PICK ENB.PF.C-T Enbridge Inc Market Call (BNN TV) 2015-01-23 $23.900

(A Top Pick Sept 8/14. Down 1.87%.) Enbridge Inc. 4.40% Series 11.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
COMMENT ENB.PR.Y-T Enbridge Inc Market Call (BNN TV) 2015-01-23 $22.020

This company is a very large part of the preferred share market in Canada, roughly about 10% of the market. Enbridge Inc has done a “drop down” procedure that a lot of energy companies are doing right now. They took about $17 billion in assets and dropped them down to their subsidiary income fund. This caught investors and credit rating agencies by surprise. The assets don’t go away. Right now there seems to be a little bit of risk as to whether they will continue this procedure, but he thinks they are fine and the company is going to recover.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
PAST TOP PICK GWO.PR.S-T Great-West Lifeco Market Call (BNN TV) 2015-01-23 $26.060

(A Top Pick Sept 8/14. Up 4.73%.) Great West Lifeco 5.25% Series S.

Randy LeClair BONDS & PREFERRED SHARES UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-12-15 $0.020

Markets.  People wondered how low oil would go.  Now it is a case of how long oil will stay low (6 months?  A year?).  He thinks fundamentally it should be at $75.  It is a case of who is going to cut production and how soon.  He sees $80 by the end of 2015.  When he looks at the volatility of the cash flows in energy infrastructure he is surprised how low stocks have gone.  Thinks there are some good values here.  You are going to see decent growth coming out of the US.  But will they pull the rest of the world up or will the rest of the world pull them back into recession.  Follow cash flow streams to see where they come from and how well protected they are.  He can manage equity volatility, but tries not to speculate on currency risk.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC _N/A View
TOP PICK ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2014-12-15 $36.960

It is a diversified business model of power, gas and regulated utilities.  This will be one of the highest dividend growers (10% over next 3 years).  Projects they commissioned will be coming on line.  Have one of the lowest payout ratios amongst their peers.  You will see a bump up in cash flows and payout ratio.  They have the quickest chance to get a LNG projects up and running. 

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
HOLD AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2014-12-15 $9.420

Dividend is absolutely safe.  A nice stable business model.  CEO has a great track record and he thinks they will continue to grow out the business model.  The dividend could grow 8-10% over the next couple of years and cash flows will grow to support that.  They just did an equity raise to shore up the balance sheet.

$12-$13 two years. Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
BUY BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2014-12-15 $46.500

Likes it.  Very high quality business, run by an exceptional management team.  They buy cheap depressed businesses and turn them around to sell at a profit.  Recent acquisition of telecom towers in France will fit well.  The dividend could grow at 10% for a total 15% yield.  They do well when the markets are in turmoil because they buy distressed businesses. 

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
PAST TOP PICK CMCSA-Q Comcast Corp Market Call Tonight (BNN TV) 2014-12-15 $54.940

(Top Pick Jul 15/14, Up 0.51%) Still thinks the Time Warner Cable goes through.  There are revenue synergies.  Thinks there are going to be share buybacks.  It should get re-rated as the cash flow starts to grow.  This will be a 2016/17 story.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
PAST TOP PICK DHR-N Danaher Corp. Market Call Tonight (BNN TV) 2014-12-15 $83.390

(Top Pick Jul 15/14, Up 6.72%) Thinks they will migrate away from the industrial side and toward the medical/dental side.  This is an M&A and rollup story.  The stock looks cheaper now.  The cash balance suggests they will do more M&A.  Thinks there is still more upside.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
WEAK BUY FLR-N Fluor Corp. Market Call Tonight (BNN TV) 2014-12-15 $56.670

One of the largest engineering and construction firms in the world.  It has high exposure to oil.  If you want to play in this space you have to be cognizant of the risk.  It tends to be quite volatile.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
WAIT FLS-N Flowserve Corp. Market Call Tonight (BNN TV) 2014-12-15 $54.800

Oil and gas exposed, but much of the cash flow is recurring and very predictable.  Mid stream and downstream cap-x are not at risk these days.  The valuation is compelling, but he is waiting to see how oil shakes out.  It gets 25% return on invested capital.  He is going to take a hard look at it when oil stabilizes.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC No View
BUY GEI-T Gibson Energy Market Call Tonight (BNN TV) 2014-12-15 $23.840

Earnings expectations have been priced into the market.  They are the most exposed to oil in the energy infrastructure space.  He expects a 10% drop in earnings, but the stock has dropped 30%.  Thinks they will continue to raise their dividend.  Thinks it is a great value.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
WATCH INE-T Innergex Renewable Energy Market Call Tonight (BNN TV) 2014-12-15 $11.180

Great management team.  Great assets.  Long duration.  2017/18 projects will come on line and generate more cash flow.  It is probably fairly valued here.  He would buy at a lower level.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC No View
WEAK BUY KEY-T Keyera Corp Market Call Tonight (BNN TV) 2014-12-15 $69.700

Has been beaten up similar to other pipelines.  They have no exposure to crude oil.  He thinks it has been a victim of a sector wide sell-off.  Favourable management team and some of the best assets in the space.  6-8% dividend growth and in 2017/8 he thinks the space may consolidate and they would be a good takeout candidate.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
TOP PICK MIC-N MacQuarie Infrastructure LLC Market Call Tonight (BNN TV) 2014-12-15 $63.780

A favourite name.  There is significant value here.  They bought out their bulk liquids business from a partner.  6% dividend yield that will grow.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
BUY NPI-T Northland Power Inc Market Call Tonight (BNN TV) 2014-12-15 $14.690

He is surprised at the price reaction.  It is an independent renewable power company with renewable contract terms.  Dividend is covered.  They have a pretty good drip program so the payout is only 80% today.  There is a bit of an equity raise coming up.  He has a lot of respect for the management team.  You should be very happy with the yield.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
BUY OKE-N Oneok Inc New Market Call Tonight (BNN TV) 2014-12-15 $44.320

They raised their 2015 dividend guidance and the market is not giving them credit for it.  They are a US based pipeline company.  They are exposed to more commodity volatility than peers, but they do a great job of managing it.  Thinks they are being excessively punished.  They raised their guidance for 2015.  In Canada there are complications in owning this.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
TOP PICK PEGI-Q Pattern Energy Group Inc Market Call Tonight (BNN TV) 2014-12-15 $23.470

One of the more resilient business models.  Thinks the dividend can grow at 12% for the next 2 to 3 years.  Share price is volatile because of hedge fund ownership.  Thinks the stock market will eventually get the right investor base for the right valuation.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
HOLD PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2014-12-15 $36.830

Has some commodity exposure: frack spread.  But he thinks it is a very high quality business.  There is still a significant cap x program for them to drive organic growth.  When it slows down you will see more acquisitions for growth.  There is great value here.  It is just a matter of what you want to get exposure to.  It is great value.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
PAST TOP PICK PWR-N Quanta Services Market Call Tonight (BNN TV) 2014-12-15 $25.850

(Top Pick Jul 15/14, Down 25.89%)  Not a lot of energy exposure.  Two thirds of their business is electricity transmission in North America.  Confident in the management team.  Half of their oil and gas is long haul pipeline.  He is a buyer here.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Yes View
DON'T BUY RNW-T Transalta Renewables Market Call Tonight (BNN TV) 2014-12-15 $11.350

TA-T is a major shareholder and consolidates them on their balance sheet.  They will have to dilute their equity to fund the acquisition of an asset.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC No View
DON'T BUY SE-N Spectra Energy Market Call Tonight (BNN TV) 2014-12-15 $33.090

Have assets in Canada and the US.  Pipelines and gas processing.  Prefers some of the peers.  All the mid streams are on sale this week.  Good management team and great assets.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC No View
BUY STN-T Stantec Inc Market Call Tonight (BNN TV) 2014-12-15 $29.490

One of the two engineering and construction firms he likes.  You get US housing market exposure and US transportation exposure.  The stock is very attractive here.  Not much oil and gas exposure, but it sold off.  He thinks the premium of the stock is justified.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
BUY VSN-T Veresen Inc Market Call Tonight (BNN TV) 2014-12-15 $14.930

Likes it.  He was negative on alliance pipeline coming up for renewal, but now he thinks it is going to pull more volume through it.  He thinks the LNG will get done.  They have the permit.  They may sell a portion of their pipeline.  The CEO is doing a good job of turning the business around and selling off non-core assets.  The dividend is safe.

Gajan Kulasingam INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE OPTIMISTIC Unknown View
PAST TOP PICK 6804-JP Hosiden Corp Market Call (BNN TV) 2015-02-12 $0.000

(Top Pick Jan 6/14, Up 14.53%) Trading at a silly multiple as Japan comes back into favour.

Lorne Steinberg Deep Value Global Equities CAUTIOUS Yes View
TOP PICK 6930-JP Nippon Antenna Market Call Tonight (BNN TV) 2014-11-04 $0.000

This profitable specialty company that makes antennas, is not just trading at around 10X earnings with a 3.2% dividend yield, but is truly trading for less than its net cash. If they shut it down today and just distributed the cash and gave the company a way, you would still have a profit.

Lorne Steinberg Deep Value Global Equities CAUTIOUS Yes View
PAST TOP PICK 6986-JP Futaba Corp Market Call Tonight (BNN TV) 2014-11-04 $0.010

(A Top Pick Oct 7/13. Up 38.45%.) Component manufacturer. This is one of those great Japanese value investments, and is still cheap. Trading for less than its full working capital. He can see 20% earnings growth a year for the next couple of years.

Lorne Steinberg Deep Value Global Equities CAUTIOUS Yes View
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