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) 2016-05-11 $0.020

Canadian Technology. For the most part technology is a smaller cap space in Canada versus the US. He is finding quite a bit of unloved value in this area. When you have an environment where you have a lot of money chasing after fewer deals, you are going to get a price mismatch. Some of the bigger funds started to buy these deals, which brings a fair amount of harder scrutiny to how the pricing happens. In the US, Fidelity was participating hugely, and then they were getting repriced, and this was followed by accounting. In Canada, every year we have to prove valuations of the private companies, their metrics and how they go about that. And they don’t correlate, they are going to jump up and down on valuations, so you have to be very disciplined when you are buying a private company through the scrutiny of your audit committee.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN _N/A View
TOP PICK AT-X AcuityAds Inc Market Call Tonight (BNN TV) 2016-05-11 $1.280

This is in the programmatic advertising space, which is exploding. Just reported and knocked it out of the park, but the stock went down. Great management which owns a lot of the company, and the Board of Directors is very savvy. Quite inexpensive and their ability to grow is exceptional. They also have the ability for acquisitions.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Yes View
PAST TOP PICK AXA-X Axios Mobile Asset Corp. Market Call Tonight (BNN TV) 2016-05-11 $0.890

(A Top Pick March 16/16. Down 25.21%.)  He loves this company. They sterilize pallets and do the tracking of them. Primarily dealing with eggs right now. They had to do a restatement, but it was before they had any major earnings, so it really wasn’t material. They recently announced a new client win.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Yes View
COMMENT DBO-T D-Box Technologies Market Call Tonight (BNN TV) 2016-05-11 $0.630

(Market Call Minute.) Great management. Have been doing this for a long time. Price might be a little ahead of itself, but he loves the products.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
WAIT DH-T DH Corporation Market Call Tonight (BNN TV) 2016-05-11 $34.730

Basically an administrative FinTech play. Technically it has a short-term resistance. Not a supremely strong entry point, and he would let it settle down.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
COMMENT DSG-T Descartes Market Call Tonight (BNN TV) 2016-05-11 $24.910

(Market Call Minute.) One of the preeminent companies in Canada. They have grown over time and consistently seem to have good performance. You need to be very sensitive onto the pricing of this.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2016-05-11 $119.520

This is really at the heart of a lot of the social media, and the new wave of interaction. The amount of data they have is off the Richter scale. Not a cheap stock. Has a lot of baked in performance that they are already anticipating. Forward PE of 33, and a trailing of 73, so it has a certain amount of expectations built in. When you get into companies this size, the chances of them getting into higher multiples becomes more challenged. Doesn’t think you are in danger if you own this.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
COMMENT FLY-X Flyht Aerospace Solutions Market Call Tonight (BNN TV) 2016-05-11 $0.190

Technically it looks like it has been creating a long-term base. Over the years, this really hasn’t done a lot of what they had anticipated doing. Making changes on small planes takes a long time to go through FAA and all the regulators. They are trying to move into getting real time pulses up to satellites, in order to track planes. This would be an advantage over having to find a flight recorder. The technology seems to be quite good. The issue is how planes get retrofitted, the ability to get into the flight bag, etc. with some of the larger suppliers.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
BUY FTG-T Firan Technology Group Corp. Market Call Tonight (BNN TV) 2016-05-11 $2.280

They do work within the space of circuit boards and put a lot of stuff into cockpits of high-end jets. Have some longer-term contracts and have been making some acquisitions. They are looking to increasing the capacity and manufacturing and using up some of their slack space. Made some smart acquisitions recently. Well-run. One of the benefits they are going to have from the tailwind is that once you win a contract, you win for a long time. Technically it has been consolidating for a period of time. Not very expensive.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2016-05-11 $30.340

They have their fingers in everything, including things we won’t see for another 30 years. It is literally a bellwether for the economy. Well run and has great technology. However, any time there is major economic worries, it affects this company more so than any other. On companies like this, you really have to pay attention to valuation. Asia represents a 5th of their overall revenue as of last year, and he would anticipate that to grow.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
DON'T BUY GPS-T BSM Technologies Market Call Tonight (BNN TV) 2016-05-11 $1.050

(Market Call Minute.) Not really that keen on this. They are a hardware company masquerading as a SASE and are just selling as a commodity.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
BUY KXS-T Kinaxis Inc Market Call Tonight (BNN TV) 2016-05-11 $49.610

(Market Call Minute.) Great company, great management and lots of runway. Got ahead of itself. This is a good entry point.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
COMMENT NLN-T Neulion Market Call Tonight (BNN TV) 2016-05-11 $1.140

They lost a major contract recently, which hit hard. A problem he has with any of these spaces is how chaotic it is and are there disruptors that can come up behind it and easily disintermediate you from your clients. That has always been his concern with this company. Management and the product seem to be fine.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN No View
COMMENT SIS-T Savaria Corp Market Call Tonight (BNN TV) 2016-05-11 $8.110

Basically in lifts such as elevators, retrofitting vans for wheelchair assess ability. Management owns a very large part. Have continued to show both top line and margin expansion growth. A lot of their competitors have left the elevator space for smaller buildings. This gives them better pricing power. A very supportive and aligned management team.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
BUY TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2016-05-11 $8.290

A very well-run company for many years. Has deeply experienced management. Technically it is at a bit of an inflection point. His short term technicals say it is not a bad entry point, but it has some headroom issues to get through. Not wildly expensive and has been a dividend grower through the years.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
PAST TOP PICK TCS-T Tecsys Inc Market Call Tonight (BNN TV) 2016-05-11 $7.600

(A Top Pick March 16/16. Up 13.87%.) This is a great management team that has been around for a long time, and own quite a few of the shares. There was some weird selling pressure at the end of last year. He expects to see growth on a continuing basis.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Yes View
PAST TOP PICK TII-X Terra Firma Capital Market Call Tonight (BNN TV) 2016-05-11 $0.580

(A Top Pick March 16/16. Down 25.64%.) He doesn’t lose sleep on this company. They lent money to Urbancorp which is filing for bankruptcy. Also, got a big payment at the end of last year, so their loan book went down more than had been anticipated. They are back on track now, and he is still buying.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Yes View
COMMENT UR-T UrtheCast Corp Market Call Tonight (BNN TV) 2016-05-11 $1.050

(Market Call Minute.) Thinks this is a bit of a TSN turning point. Has fantastic management and great technology, but the price got way ahead of itself. This is not a broken company.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
TOP PICK VPY-X VersaPay Corp Market Call Tonight (BNN TV) 2016-05-11 $1.060

Great management and great Board of Directors. They just finished a raise. Doesn’t think there are any headwinds anymore. With a fully loaded balance sheet, they’ve got a great growth in their client base, having gone from zero to 42 with 17,500 payers in the last year. Just signed on an ERP Vendor news cycle, so they have 437 clients, and it is a very natural channel. Thinks they can have exponential growth this year. They don’t need any money, so there are no capital market headwinds.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Yes View
COMMENT WIN-T Wi-Lan Inc. Market Call Tonight (BNN TV) 2016-05-11 $3.320

A patent management company. The price is pretty low right now. Technically it looks like it has broken out. Street targets are in the $4 range. If a longer-term holder, he would continue to hold.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Unknown View
TOP PICK ZAO-X Zaio Corporation Market Call Tonight (BNN TV) 2016-05-11 $0.140

This company has been in flux and is finally coming through its last phase. There has been a management and board of director change. There will be a lot of new client acquisitions and a capital cleanup, which will ignite growth.

Colin Fisher TECH & KNOWLEDGE STOCKS UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-10 $0.020

Energy. Previously OPEC had reduced the supply so that there was no inventory and that stoked the price up. However, there was always lots of oil around, lots of excess capacity. Now with Saudi Arabia saying that it was going to produce everything that it can, by definition that means there is no capacity, but it is all inventory which makes the market more volatile. The commodity can sit at $45, but the stock market will start discounting where the commodity can be 6 months from now. In connection with the Fort Mac situation, the first one that gets hit is the insurance company. $9-$10 billion of something has to get sold to pay for it. That money is being stored in assets, and assets have to be liquidated to cover bills. The one thing he is more concerned about is how much it would affect the smaller businesses, as opposed to the big Suncor (SU-T) and Canadian Natural Resources (CNQ-T).

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN _N/A View
COMMENT ARE-T Aecon Group Inc Market Call (BNN TV) 2016-05-10 $16.800

Aecon (ARE-T) or Stantec (STN-T)? A great Canadian stable company. He uses it as a dampening mechanism in his portfolios. There is a lot of infrastructure to be done. A great, consistent business. Every time he has made an assessment of these 2, he has gone with this one. The stock is now at the higher level of his valuation, so he owns the bonds.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
PAST TOP PICK BLX-T Boralex Inc. Market Call (BNN TV) 2016-05-10 $16.880

(A Top Pick July 28/15. Up 25.83%.) These picks were based on survivability, not a growth. Sold his holdings.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT CCO-T Cameco Corporation Market Call (BNN TV) 2016-05-10 $15.240

(Market Call Minute.) Has said for 10 years that if it ever got to $15 he would look very seriously of buying it. It is close to the point where it is getting interesting.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2016-05-10 $8.350

We are still not out of the oil environment, and all things could happen. When the commodity is low he likes to buy something, and as clean a company as possible. This one has a great team and great producing assets in Western Canada. They’ve done a great job and brought down costs. If oil stays down longer and lower, it kind of gets in trouble on obscure things that normally wouldn’t matter. This has a bunch of old producing assets and they are going to reinvigorate the plays. Has a massive amount of environmental abandonment liability, which might never be an issue, but it is out there, so he goes for companies that are a little bigger.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
COMMENT DGC-T Detour Gold Market Call (BNN TV) 2016-05-10 $29.070

In the last 6 months, the mine might be an awful lot better and bigger than anybody would have thought. The “go to” name in the industry today, but a lot of that is now being discounted. 

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
DON'T BUY ELD-T Eldorado Gold Market Call (BNN TV) 2016-05-10 $5.910

(Market Call Minute.) Where it is in lots of places in the world, it is problematic. With yellow flags on it, he is just going to stay away for the time being.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2016-05-10 $4.910

(Market Call Minute.) Copper has finally had its bounce and is not bouncing very nicely. If China really has an issue, there are a lot of yellow flags on this.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
PAST TOP PICK LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2016-05-10 $12.560

(A Top Pick July 28/15. Up 2.38%.) These picks were based on survivability, not a growth. Sold his holdings last fall. This is a high-quality company and a great time to own it, plus you get the dividend.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT NOT-X Noront Resources Ltd. Market Call (BNN TV) 2016-05-10 $0.315

Potential nickel and chromium in Northern Ontario. Chromium is a lesser metal in a really small market. The oil market is enormous, copper market is huge, and once you start getting into these other things, it can become obscure really quickly. This one is really all about infrastructure, and it all makes sense, but nothing seems to be happening.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
DON'T BUY NXE-X NexGen Energy Market Call (BNN TV) 2016-05-10 $2.290

On uranium, once you get to a $100 million market cap, you had better have a mine. As a speculator in exploration plays, you’d like it to have a $10-$20 million market cap. To take on that amount of risk, you have to double or triple your money.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
TOP PICK OR-T Osisko Gold Royalties Ltd. Market Call (BNN TV) 2016-05-10 $16.080

He still likes the royalty model and thinks he is getting this at half its valuation. They have money to spend and things they can do.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
COMMENT RRX-T Raging River Exploration Market Call (BNN TV) 2016-05-10 $9.870

Used to own this. When valuations got a little excessive, he sold it and that was a mistake. This is high margin, because they sell a light oil product. They make more money than any other company in Western Canada, basically on the margin side. They are doing an incredible job, and don’t seem to be running out of things to do them.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
DON'T BUY S-T Sherritt International Corp. Market Call (BNN TV) 2016-05-10 $0.840

Had owned the 8% bonds for very specific reasons. Cuba is essentially a ringed fence and so is the Manitoba smelter. There was $600 million in debt, and he thought the coal assets in Western Canada were worth $1-$1.5 billion. Bond agencies wouldn’t rate this because they didn’t know how to rate the Cuban risk. He didn’t care about that risk because it was offset by the Western Canadian coal. On the hint the company was going to sell the coal, he got rid of the bonds as fast as he could. You are now exposed to the Cuban issue, which is a wildcard. Madagascar, depending on the nickel price, might never make money.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT SPB-T Superior Plus Corp Market Call (BNN TV) 2016-05-10 $10.880

Had probably been the single best company in Canada 15 years ago in terms of monopoly franchise and what they did. Then they bought other diversified businesses which collapsed and had to restructure. It has now been cleaned up and is on his list of companies that he would probably like at the right price. However, a lot of the move will probably be geared to the construction market in the US, which might or might not happen. This is being fixed, but you still have this propane monopoly. The 16% dividend really looks secure.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
COMMENT STN-T Stantec Inc Market Call (BNN TV) 2016-05-10 $32.980

Aecon (ARE-T) or Stantec (STN-T)? Every time he has made an assessment of these 2, he has gone with Aecon.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
PAST TOP PICK SU-T Suncor Energy Inc Market Call (BNN TV) 2016-05-10 $34.520

(A Top Pick July 28/15. Up 5.82%.) These picks were based on survivability, not a growth. He still likes this and thinks it is really making money and reinvesting at a great rate of return. 3.4% dividend yield.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
SELL TBE-T Twin Butte Energy Market Call (BNN TV) 2016-05-10 $0.095

When a company falls like this one, his experience has been that you just tear the Band-Aid off. You have to ask yourself what is the energy environment today and what are the companies that are doing well. This is pure heavy oil in Western Canada. Depending on the new normal commodity price, heavy oil might just come out too low.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
DON'T BUY TCK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2016-05-10 $12.290

(Market Call Minute.) The valuation on the stock given bulk commodities, it is still at risk given China’s future.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
TOP PICK TRP-T Trans Canada Corp Market Call (BNN TV) 2016-05-10 $51.560

Hasn’t owned this for years. Thinks their issues are being addressed. They took their free cash flow and invested it in power, but it didn’t work out the way they had hoped. This is a really good gas transportation business. Recently received permits to start construction on the Coastal GasLink pipeline. We are being transformed in the next decade to a natural gas economy. Dividend yield of 4.36%.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
TOP PICK VET-T Vermilion Energy Inc Market Call (BNN TV) 2016-05-10 $41.470

Sold down stocks, but still wants to maintain the 10% exposure to energy. He doesn’t expect a lot from this, but thinks he can get an 8%-10% rate of return over the next year. Dividend yield of 6.2%.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Yes View
COMMENT VSN-T Veresen Inc Market Call (BNN TV) 2016-05-10 $9.030

The LNG landscape has changed so much in the last 6 months, and it is what you can sell your product for on the international market, so you start putting yellow flags beside some names. This company is in limbo in that category of investment, so he prefers Altagas (ALA-T), which cancelled their LNG project. Veresen is on Jordan Cove, and he can’t figure out if this is a good or bad idea economically. Also, have many environmental issues as to how to get the gas there. Too many question marks about their business plan.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN Unknown View
COMMENT WFT-T West Fraser Timber Market Call (BNN TV) 2016-05-10 $44.380

Forestry? His go to name in this sector is always this one. When he looked at it this winter, it wasn’t cheap enough. It’s all right on Fair Market Value and will make lots of money over the next couple of years when the US housing market recovers.

Bill Harris, CFA RESOURCE & INFRASTRUCTURE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-25 $0.020

Markets. He is currently cautious. Stocks are near their all-time highs, and yet we have got sub- 2% US GDP growth, Central Banks are talking more devilishly, and negative interest rates are quite a way out the curve. A potential risk is the prospect of inflation. Since the crisis of 2008-2009, but intensifying over the last 2-3 years, there is global competitive currency devaluation. Most Central Banks and governments saw the US economy as the best of all evils and the strongest of the bunch, and they wanted to export their deflation to the US. Feels this has really been intensifying in the last few years. Most Central Banks and nations have devalued their currencies, trying to export more to the US. The question becomes, is the US economy strong enough to import deflation from China, Japan, Europe, and even Canada. He is not so sure. If he is right, and inflation is not the issue, the back end of the interest rate curve should hold quite well. The interest rate curve has flattened from about a 2 year to a 30 year. He is seeing people with zero in fixed income and government bonds, which is a massively unhedged portfolio. He is currently looking to add 30 year bonds, which provides a huge cushion to a portfolio for a) deflation, if it comes, and b) if risk assets start selling off because of a flight to safety into government bonds.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-25 $0.020

Canadian chartered bank’s new 5.5%-5-year rate reset preferred shares? Most retail investors get some fixed income through preferreds, but the preferred market is not a fixed income vehicle, it is a senior equity security. This can be very dangerous. They are complex instruments. They have been sold as fixed income because most investment advisors either don’t comprehend a more traditional fixed income, or just can’t get their hands on it. They also get paid a sizable commission. In this past year, rate resets got hammered because people thought rates were going to go up. For preferred shares, if the regulator decides there is a triggering event on that particular bank or issuer, those preferreds turn into common equity of the bank. All that risk then runs down to the common shareholder making it all more volatile.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
TOP PICK A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-04-25 $0.020

Government of Canada Bond 3.5% maturing 12/1/2045.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Yes View
TOP PICK ATH-T Athabaska Oil Sands Corp Market Call Tonight (BNN TV) 2016-04-25 $1.180

7.5% bond maturing Nov 19/17. Probably one of the only exploration/production companies on the continent that is in a net cash position. It will have about $900 million in cash when they do the Murphy Oil joint venture, and have about $800 million of debt. The bond is worth $550 million. More senior to it is a bank debt of about $250 million. The $250 million debt matures after the bond in 2019, which is not a position that bankers usually like. The loan has a “springing” maturity, which means if any of the bonds are outstanding 6 months before they are due, the bank debt becomes due immediately. The company likes the bank debt which has a very attractive terms. Thinks the company is going to do a combination of paying down all this bond and maybe refinance with the new bond for $150 million.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Yes View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2016-04-25 $1.800

C series preferred? This company has had a really rough go, and maybe just coming off the mat. Not a huge fan. It has been very poorly run for a number of years.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT CBO-T iShares 1-5 yr Ladder Corp Bond ETF Market Call Tonight (BNN TV) 2016-04-25 $19.060

A Blackrock bond fund for an 81-year-old? He doesn’t know this corporate ETF, but ETF’s are a good idea because they are very low cost. He would recommend going into a government bond ETF, and put it out across the entire curve, 2 to 30 years. Then you could look at another ETF, that would perhaps have some corporate bonds in order to give you a little bit more yield.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR No View
TOP PICK CUS-T Canexus Corp Market Call Tonight (BNN TV) 2016-04-25 $1.400

A chemical company. Waiting for approval of a merger with Superior Plus (SPB-T). This is an all share deal. Once the regulators approve this, shareholders will end up with .135 shares of superior for each share they own. Trading at a 15% discount right now. Thinks there is huge upside synergies once the 2 companies are merged. Dividend yield of 2.84%.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Yes View
COMMENT ECA-T Encana Corp Market Call Tonight (BNN TV) 2016-04-25 $9.030

Short-term trade? A short-term trade is kind of speculating on gas and oil, which is something he doesn’t do. A much better way is to trade a company over a 6 or 7 week period buying into lows and selling on highs. You could also get exposure through high-yield debt. (See Top Picks.)

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR No View
HOLD FSV-T Firstservice Corp Market Call Tonight (BNN TV) 2016-04-25 $54.600

An extremely well-run and well diversified business. They own businesses such as College Pro Painters and a home security business. Pretty big in property management in the US, especially the southern US.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR No View
COMMENT IGM-T IGM Financial Inc. Market Call Tonight (BNN TV) 2016-04-25 $39.310

First preferred 5.9% noncumulative 1st preferred series B? Wouldn’t classify this as a secure fixed income security, so it should be a very small portion of your fixed income portion. Wouldn’t be a buyer of the stock, but might consider this “preferred” as a Hold.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT NIF.UN-T Noranda Income Fund Market Call Tonight (BNN TV) 2016-04-25 $3.410

The units have done pretty well over the last little while. Noranda is tricky, and is hard to wrap your mind around. It is effectively a “pass-through” for zinc processing. Really a toll booth. Not sure he would be jumping into this, especially after its recent movement. The “units” effectively have a priority to receive dividends.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2016-04-25 $0.910

For 3 to 5 years? A very interesting company. Not overly diversified and sitting on a fairly good chunk of cash. Has some assets, nickel mining and oil/gas and power, in Cuba which have been phenomenal. Has fallen down on its nickel mine in Madagascar. The CapX, which is mostly behind them right now, has kind of blown their brains out. They have 3 bonds outstanding, 2018, 2020 and 2022, and are trading at roughly $.50 on the dollar, very, very distressed with a high yield. They are in a position where they could, and should, buy back debt in the open market. If the nickel market turned around, this has a lot of leverage to nickel.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT TA-T Transalta Corp Market Call Tonight (BNN TV) 2016-04-25 $6.230

2019 bonds for a small portion of a portfolio? This company has kind of fallen on hard times. They are holding about 7X leverage, which is high. Thinks the bonds trade at around 7% which is not overly cheap. If you do this, it will require more diligence.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT TLT-N (Unlisted iShares 20+ yr Tr. Bond ETF Market Call Tonight (BNN TV) 2016-04-25 $126.670

He likes this. He doesn’t mind being further out on the curve.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
COMMENT ZHY-T BMO HighYield Corp Bond US Hedge to CAD ETF Market Call Tonight (BNN TV) 2016-04-25 $13.860

Probably a good way to get exposure to the high-yield market, because it is extremely opaque. He currently has around a 10% weight in high-yield debt in his private client portfolios. High-yield in general has a strong risk adjusted return over a 5, 10, 20 year timeframe as an asset class.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
PARTIAL SELL ZPR-T BMO S&P/TSX Laddered Preferred Market Call Tonight (BNN TV) 2016-04-25 $9.860

Lost 28% in this. Sell or Hold? Last year the preferred market was down. This should not be a large part of your fixed income portion, and you should take some off the table, and reapportionment into a traditional fixed income security such as government or corporate bonds.

Paul Tepsich Canadian Small-Mid Cap & Fixed Income BEAR Unknown View
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