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 (BNN TV) 2016-07-22 $0.020

ETFs. Early on, praises were sung for low costs, tax efficiencies, etc. Now there is a recognition of a fundamental shift in the way portfolio management is going to be done in the future. It is moving from single high/low stock picking to multi-asset class investing, and recognizing that this is really a game changer for the portfolio manager industry. ETF providers have done this colonization of the asset classes. For example, previously access to gold bullion was very difficult and you had to pay storage costs, etc. Also, the offshore Chinese bond market is a really good example of something that nobody really knows about and is not represented very well in portfolios, but offers a lot of non-correlation as a different portfolio component. His process is to look at super trends, such as a 3-5 year view and looking to see what are going to be the drivers for portfolio returns. Then he looks at a less than 12-month view, which really relies on behavioural analysis including investor psychology and sentiment, and trying to position accordingly.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

Effects of a Trump win on financial markets? Trump is promising tax cuts and infrastructure spending giving $10 trillion in renewed debt over the next few years. Initially that would be good for corporate profits. His policies relating to protectionism and closing of the world to the US, is very bullish for Asia longer-term.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

A senior’s ETF portfolio? For his clients, particularly for a retiree, the goal is to avoid big mistakes in a portfolio. The 1st line of defence is global diversification. When constructing a portfolio, think of core and satellite. The best way is to build a core of cheap peer beta, and be as widely globally diversified as possible. As a satellite component, he usually puts in country sector, different asset classes, that he thinks provides better risk return characteristics. The core functions as a minimum level of diversification.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

Smart beta versus traditional market cap? Original ETFS were based on market capitalization, the underlying weights of the individual stocks, bonds, etc. Any departure from that creeps into the world of “Smart beta” where you can weight stocks by their dividends, revenue, etc. Because he is making the decisions on a global asset allocation basis, he wants the cheapest, purest beta that tracks a particular index, for example gold. You have to be aware of what is under the hood.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

ETFs or Mutual Funds? These can coexist together harmoniously, and are not mutually exclusive. Typically, you get smaller size portfolios in mutual funds giving you some trading efficiencies. Also, mutual fund fees are going down, and the industry is definitely undergoing some significant shift.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-22 $0.020

UK £ if rates are cut &/or a faltering UK economy? This is a good currency to own longer-term. Macro fears have really trashed a lot of assets. Some of these currency shares offered in the US or Canada are good way to do it. He also likes UK equities. If he only liked the £ he would be long the FXB (FXB-N), but because he likes UK equities and the £, he is long the EWU (EWU-N).

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
TOP PICK ASHR-N Deutsche X-trackers Harvest CSI 300 China A-Shares Market Call (BNN TV) 2016-07-22 $24.340

There is a lot of misinformation on China. Everyone is trying to interpret the Chinese economy through a Western prism. If you are going to understand the Chinese economy, you have to look at the directives of the government. There was a big bull market from 2002 to 2011 that was driven by exports. Now the government is wanting to rebalance to stimulate the middle class. 40% of this is banks, which are trading at very, very cheap valuations. The worst crash possible is already priced in.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Yes View
TOP PICK DXJR-N Wisdom Tree Japan Hedged Real Estate Market Call (BNN TV) 2016-07-22 $25.020

The property market has been going down for about 25 years. It turned up in 2012, and is now growing quite robustly. This ETF tracks REITs, homebuilders, and is a play on a recovery in Japanese real estate. This also has a good yield.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Yes View
COMMENT HGM-T Horizons Managed Global Opportunity Market Call (BNN TV) 2016-07-22 $10.220

Grandchildren’s RESP investments for the next 15-18 years? You want to have something that has more risk given the time horizon, as well as something that is broadly diversified. You can either put together a collection of ETF’s, or you can access an ETF package such as this one. Vanguard and iShares both offer a variety of total market ETFS.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
HOLD HYG-N iShares Hi Yield Corp Bond ETF Market Call (BNN TV) 2016-07-22 $86.170

The high-yield bond market in the US is interesting. In January everybody thought the troubles in the high-yield bond market would echo itself into something that would look more like a sub prime crisis in 2008. He had disagreed with this, so has been very Long on this all year. The bond and credit markets have done really well over the last few months, so he would recommend you shorten your duration in bond markets and increase your credit risks.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Yes View
COMMENT HYG-N iShares Hi Yield Corp Bond ETF Market Call (BNN TV) 2016-07-22 $86.170

High-yield bonds with a shorter duration? This is a relatively short duration of around 5 years, and would be his preferred choice.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
BUY INDA-US iShares MSCI India ETF Market Call (BNN TV) 2016-07-22 $0.000

India? The Indian central banker has just resigned. He was a great central banker and has done a lot of good things for the country. However, he doesn’t think this resignation will impede the plans of the Mohdi government. It would be hard to find a better emerging market than India. Everything you see in the West, such as aging demographics, high debt levels or low interest rates, there is the exact opposite in India. This is the ETF that he uses to plays this theme. This is especially a good, long term holding.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
TOP PICK LEMB-N iShares Emerging Markets Local Currency Bond Market Call (BNN TV) 2016-07-22 $44.860

Emerging markets have been underperforming for 5 years, and nobody seems to like them. He likes this one for the interesting credit quality. Looking at the world, which is divided roughly between Western markets and emerging markets, all the good things are happening in the emerging-market. Their currencies have been beaten up over the last 5 years, so they are incredibly cheap. Doesn’t think it will be a huge performer, but it will be a stable part of a globally balanced portfolio.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Yes View
COMMENT VT-N Vangrd Total World E.T.F. Market Call (BNN TV) 2016-07-22 $59.990

Thinks this is a good ETF, but he likely wouldn’t use it because he is more global and tactical. Although this is world, 52% of it is US.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY No View
COMMENT VXX-N iPATH S&P 500 VIX Short-Term Market Call (BNN TV) 2016-07-22 $11.171

You have to recognize that volatility ETF’s do decay and are not good holdings longer-term. They are definitely short-term trading vehicles and should have a very low time horizon. This one has an excellent trading volume, and definitely for short-term traders.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT XGD-T iShares S&P/TSX Global Gold Market Call (BNN TV) 2016-07-22 $16.320

Gold has had a big countertrend rally this year and has done really well. However, he doesn’t see a new gold mania beginning anytime soon. He is sort of neutral.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT ZEQ-T BMO MSCI Europe High Quality Market Call (BNN TV) 2016-07-22 $18.100

We are currently in a post financial crisis period, and a lot of investors are afraid of another financial crisis. This ETF gives you good exposure and is a reasonable holding.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Market Call (BNN TV) 2016-07-22 $19.350

BMO Europe High Dividend Covered Call Hedged to CAD (ZWE-T) or BMO US High Dividend Covered Call (ZWH-T)? He has a thesis that the US’s outperformance of the equity and currency markets is over. We have had 7 years of a structural US$ Bull market, and their equity market is expensive with headwinds on earnings. Europe has the unique situation where everybody recognizes the structural problems, but those are already priced in.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
COMMENT ZWH-T BMO US High Dividend Covered Call ETF Market Call (BNN TV) 2016-07-22 $20.290

BMO Europe High Dividend Covered Call Hedged to CAD (ZWE-T) or BMO US High Dividend Covered Call (ZWH-T)? He has a thesis that the US’s outperformance of the equity and currency markets is over. We have had 7 years of a structural US$ Bull market, and their equity market is expensive with headwinds on earnings. Europe has the unique situation where everybody recognizes the structural problems, but those are already priced in.

Tyler Mordy ETFs & MACRO PORTFOLIO STRATEGIES BEARISH on US ECONOMY Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-21 $0.020

Markets. Toronto has been outperforming the US, and a lot of that is because of the improving economic outlook. In particular, you will see gold stocks doing really well, but also an improvement in some of the base metal stocks. Also, Teck Resources (TCK.B-T) (?) has done really, really well to date.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-07-21 $0.020

Gold. On December 29, he had suggested that a new quarterly, monthly and weekly Buy was unfolding on gold the metal. Because of the quarterly, that typically means it usually lasts longer and goes much farther. There is more to come. We are within about 6% in Cdn$ terms, of what the old Cdn$ high was. So when you see gold stocks reporting their Q2 results for the end of June, there will be significant surprises on the upside. A lot of gold stocks themselves, even based on the Q1 results, are now producing positive free cash flow. Thinks there is still a 2nd and 3rd up leg in the backdrop of an overall strong equity market over the next year, if not 2.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT AGU-T Agrium Market Call (BNN TV) 2016-07-21 $122.030

(Market Call Minute.) It looks like corn and other commodities are turning down. There is a need for increased food production globally on a longer-term basis, but if it turns out that the farmers don’t have the cash in their jeans to be able to afford it, he would be cautious in the near term on all fertilizer stocks.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT AXY-T Alterra Power Corp. Market Call (BNN TV) 2016-07-21 $0.560

(Market Call Minute.) Looks reasonably priced. Not a Top Buy, but reasonably priced.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK CAE-T CAE Inc Market Call (BNN TV) 2016-07-21 $16.950

(A Top Pick May 15/15. Up 14.34%.) Still likes this. There are a large number of pilots who will be retiring over the next 3-7 years, and it is a lot cheaper to train someone using this company’s simulators, rather than actual airplanes. They are doing really well on both commercial and military sides.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT CBX-X Cortex Business Solutions Market Call (BNN TV) 2016-07-21 $2.280

New management has been in for about a year, and have reduced expenses. The big challenge is that this company basically connects end customers, mainly in the oil patch, where there has been a reduction in drilling activity. He guesses that two thirds of their business is in the oil patch. They are now diversifying into other industries. If their transactions increase, then with a lower cost base, you will see significant positive business levered.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2016-07-21 $20.400

(Market Call Minute.) There is a pretty good outlook for this stock in the near term.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT CZO-X Ceapro Inc. Market Call (BNN TV) 2016-07-21 $2.080

The appeal of the stock is that it is in a non-cyclical industry. Has a proprietary process where they extract the good stuff from oatmeal. Also, has some other interesting technology. Has a new plant, which will increase their capacity by a factor of 10, which he expects to be up by the end of the year. Will be running the old plant to do custom work. Thinks there are pretty good barriers to entry. Upcoming earnings are supposed to be good, with acceleration into the 2nd half of the year. You should see this doing well on a 3-year basis.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT DHX.B-T DHX Media Market Call (BNN TV) 2016-07-21 $7.220

Expected to earn $.35 in June/2016, growing to $.40 in 2017, about a 15% lift. Dividend is probably as big as you are going to see in the near term. They grow by acquisition, and it should continue to do well. Has a library of children’s videos, which they can continue to build out at almost no cost. They hope to get big enough that someone like Disney (DIS-N) will buy out their videos. There is also the potential of someone like Netflix (NFLX-Q) taking a run at them. Stock seems to be relatively expensive.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT ESL-T Enghouse Systems Market Call (BNN TV) 2016-07-21 $52.770

This has done well, but the stock has pulled back because of recent negative earnings surprise. However, it still ranks at 50 out of 700 stocks, being in the top 10%. PE on a trailing basis is not cheap at 35X earnings, compared to 13% earnings growth. The stock looks expensive. This typically grows by acquisition.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2016-07-21 $0.185

This has a black box in an airplane, and can use the system for either voice communication or a connection through a satellite, a kind of interconnect to monitor the health of engines, etc. It can be installed on an OEM basis for Airbus, where approximately half of their 320’s has had the product installed on the factory floor, but mainly for voice. They are now returning to those users, and offering them upgrades to do many other things. In addition to Airbus, they are also attempting to getting installed on other airframes, the biggest one being Boeing (BA-N). If they get this, there will be a significant lift in the stock. Hopefully, we will know by the end of September if they are successful. Good product and great recurring revenue, but they need more of a rollout.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
COMMENT GPH-X Graphite One Resources Inc. Market Call (BNN TV) 2016-07-21 $0.090

He doesn’t follow this company, but generic comments on graphite is that if you are keen on Elon Musk and Tesla, you should be keen on graphite. There is literally more graphite in lithium ion batteries than there is lithium. However, graphite is not all the same. You want really, really course graphite for batteries. You can use really, really fine graphite, to make pencils. Thinks this is a great opportunity, and hopefully the market will end up coming to the realization that you need graphite.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
DON'T BUY HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2016-07-21 $6.590

Base metals stocks have done well. Typically, you see a large correlation of base metals stocks, whether copper, lead, nickel or zinc, all running together, and this company is running along with them. It looks like the US$ is starting to pick up strength, which could be the end in the near term of the commodities play. It is not likely that China will be coming back building lots of stuff. He would go elsewhere.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
TOP PICK HRX-T Heroux-Devtek Inc. Market Call (BNN TV) 2016-07-21 $15.300

Designs, manufactures and repairs aerospace industrial components. The stock has moved up significantly recently, partly because they have laid out a ton of CapX in anticipation of a new contract from Boeing (BA-N). On a 4th quarter trailing basis, free cash flow has swung from -4% to a +3.3%. Analysts are forecasting 27% earnings growth. For the March/18 fiscal year that gives you a 15.6X PE, and an attractive .6 PE to growth.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
BUY IMP-T Intermap Technologies Market Call (BNN TV) 2016-07-21 $0.480

(Market Call Minute.) Have a huge deal they are working on, and it seems they are getting awfully close to getting that deal nailed down. If so, it would be quite significant for them going forward. A reasonable speculation to buy.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK IT-T Intertain Group Market Call (BNN TV) 2016-07-21 $11.020

(A Top Pick May 15/15. Down 41.41%.) The stock has declined significantly, and they are trying to figure out what to do with the company. Trading at 5 X PE. He would give this a pass.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
DON'T BUY LB-T Laurentian Bank Market Call (BNN TV) 2016-07-21 $48.740

Canadian banks have improved, but are not ripping the leather off the ball on growth across the board. This bank rates “okay” on his dividend model, being 140 out of 743 stocks in the database, but there are kind of warnings because the latest year-over-year growth in cash flow has been negative at -3%. Three-year cash flow has only been at 5%. There are better opportunities elsewhere to give you a better adjusted return.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT NGC-X Northern Graphite Corp. Market Call (BNN TV) 2016-07-21 $0.400

He doesn’t follow this company, but generic comments on graphite is that if you are keen on Elon Musk and Tesla, you should be keen on graphite. There is literally more graphite in lithium ion batteries than there is lithium. However, graphite is not all the same. You want really, really course graphite for batteries. You can use really, really fine graphite, to make pencils. Thinks this is a great opportunity, and hopefully the market will end up coming to the realization that you need graphite.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
PAST TOP PICK NHC-T Nobilis Health Corp Market Call (BNN TV) 2016-07-21 $3.260

(A Top Pick May 15/15. Down 63.5%.) Still facing challenges. Small-cap companies do not have the market in their favour.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT OEE-X Memex Inc. Market Call (BNN TV) 2016-07-21 $0.160

This has a partnership with Cisco (CSCO-Q) as well as Mazak, a large Japanese based robot making company. Their software connects machines on the factory floor to the top floor. Because of concerns of viruses between the factory floor and the top floor, Cisco basically provided a buffer between the 2. Cisco gave this company a huge endorsement. Thinks the company will do well. In the near term, they are ramping up expenses and hiring sales and support staff. On a 2-3 year basis, the stock will do well because of what they offer. In the near term you are not going to see a huge improvement in earnings, until those new sales hires start to pan out.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2016-07-21 $0.160

(Market Call Minute.) This continues to offer an interesting product, but at the moment he would expect there are other opportunities with other stocks.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT PHO-X Photon Control Market Call (BNN TV) 2016-07-21 $0.670

(Market Call Minute.) This continues to have specialized measurement. A huge free cash flow generator. There has been a change in management. The underlying business continues to do well. They have the cash, and there is a question as to whether they will be acquiring something that is profitable.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
SPECULATIVE BUY PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2016-07-21 $3.070

He has a very tiny position. There are 2 parts to their business. 1.) Taking a bag of blood plasma, and using their proprietary extraction method, extracting some high-value protein. They’ve identified 5 orphan drugs, and 2017-2018 is when they should start extracting those drugs and making significant cash flow. 2.) Also, has a PBI4050 drug, which basically targets fibrosis of many organs, as well as potential applications in diabetes. If successful, it has the ability to end up being an absolute kind of company maker with a vengeance. A speculative company. If you are willing to take a flyer, you will know in about 2 years.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
BUY RNW-T Transalta Renewables Market Call (BNN TV) 2016-07-21 $13.670

The question 6 months ago was that the dividend was pretty big, and was it going to be maintained. His response was “yes”. It ranks “okay”, being 188 out of 743 stocks. Earnings growth is expected to accelerate. Year-over-year cash flow growth has been very positive at 42%. Earnings estimates have been revised upwards by 17% in the last 90 days. They are reporting on August 5, and earnings are expected to be up. This looks like a reasonable opportunity.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT ROI-X Route 1 Inc. Market Call (BNN TV) 2016-07-21 $0.045

You have to remember that the company is profitable. That is really important, particularly with smaller companies, because it is hard for small companies to raise money these days. You want to have them free cash flow positive, and this one is. They are not ripping the leather off the ball as far as growth, but what they have is a product called MobiKey which allows you to remotely, on a totally secure basis, reach into a computer from anywhere. US and Cdn governments uses this in a big way. The question is, will there be a broad rollout beyond the existing government users. Profitable.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT RSI-T Rogers Sugar Inc Market Call (BNN TV) 2016-07-21 $5.780

Stock has done well, and ranks well in his dividend model. Dividend yield of 6.2%, which may seem high, but in this case the coverage seems pretty good. Free cash flow is 3.5% and the PE is 16X against 26% trailing earnings growth, giving a .6 PEG. Sugar prices are at the highest level since 2012.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
BUY SJ-T Stella-Jones Inc. Market Call (BNN TV) 2016-07-21 $48.080

(Market Call Minute.) Hydro poles are rotting away. This has a good, long term outlook.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Yes View
TOP PICK TCS-T Tecsys Inc Market Call (BNN TV) 2016-07-21 $10.660

This is in the hospital supply chain management. It has roughly $120 million market cap. They have 2 new modules, one for in-house pharmacies in hospitals, as well as operating rooms. It keeps track of where all the stuff is. That has doubled the revenue potential per hospital. Their pipeline sales over the last year has increased by more than the factor of 3. Year-over-year sales were up 26%. Year-over-year earnings, free cash flow and EBITDA grew over 32%. Dividend yield of 1.21%.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
TOP PICK TNC-X Tio Networks Corp Market Call (BNN TV) 2016-07-21 $2.390

Roughly a $200 million market cap company. They process about $80 million bill payments per year with a value of about $9 billion. Have significant business leverage. They’ve grown by acquisition. A recent 18% increase in sales, led to an increase of over 100% in free cash flow, earnings and EBITDA. They have an attractive 4.2% cash flow yield. Earnings estimates have increased 18% in the last 90 days.

$2.75 in the near term. Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN No View
COMMENT TOS-T TSO3 Inc Market Call (BNN TV) 2016-07-21 $3.680

If you are a hospital and need to sterilize some exotic equipment, the advantage of this company’s product is that it will do it very quickly and very economically. The equipment uses a combination of hydrogen peroxide in a cabinet, where you can put in unusual shaped objects. Recently got FDA approval. Also, they are using their old methodology for another kind of application. There is a definite need for their product. Forecasted earnings for 2017 is only $.02, so a lot of the good news has already been discounted. Not cheap.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2016-07-21 $32.030

Has some new products, but the challenge is that the earnings have declined significantly, being down 30% year-over-year in the most recent quarter. For 2016, earnings are expected to decline by 24%. Appears to be trading at less than 3X PE next year.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
COMMENT YRI-T Yamana Gold Inc. Market Call (BNN TV) 2016-07-21 $7.300

(Market Call Minute.) His overall comment on gold has been positive, and he sees another leg coming. This has a 4.5% free cash flow generation on existing earnings, and he thinks the stock and the group are moving higher.

Robert McWhirter CANADIAN DIVIDEND & GROWTH UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-13 $0.020

Markets.  Keith Richards was joined by Craig Aucoin, of the same company.  A new high in the S&P is great news.  It has done it on a few questionable things, however, such as sell in May and go away and the presidential election.  Earnings for the quarter are just starting to ramp up now.  That will be a tell-tale sign.  Brexit caused a non-fundamental response.  It is too early to say if buying opportunities will emerge.  Banks face a lot of headwinds.  Defensive plays are way overbought.  This should not happen when the market is breaking out to new highs.

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS _N/A View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-13 $0.020

Gold Bullion.  He likes gold.  It was in a nasty downtrend for some time and broke out at the beginning of 2016.  Gold can sell off a little into the end of July, and then there will be a possible entry point.  Since 2011, companies have been waiting for this.

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-07-13 $0.020

Smart Money vs. Dumb Money.  A lot of retail money has moved into the market over the last few days and this is a bad thing.  Institutional money has started to sell off.  This is a danger signal.

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS _N/A View
BUY on WEAKNESS BCE-T BCE Inc. Market Call Tonight (BNN TV) 2016-07-13 $62.630

He likes it.  It has been in an uptrend for years.  It has arched off that trend line and it may be somewhat overbought.  There may be a better entry point coming.  We are close to the top of the price channel right now.

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS Yes View
DON'T BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2016-07-13 $64.970

It has busted out of the downtrend.  Basically it now looks pretty good.  However, he would prefer another bank because BNS has high exposure to resources.

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS Unknown View
PAST TOP PICK CASH CASH Market Call Tonight (BNN TV) 2016-07-13 $0.010

(Top Pick May 30/16, Flat) He invested 25 of his 45% cash after the Brexit vote. 

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS Yes View
TOP PICK CASH CASH Market Call Tonight (BNN TV) 2016-07-13 $0.010

20% of his cash is on the sidelines.  He is looking for some corrective action in the next couple of months.

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS Yes View
PAST TOP PICK CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2016-07-13 $15.540

(Top Pick May 30/16, Up 4.54%) It is defensive and dividend paying.  He will be out by October/November.  It is a seasonal issue.

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS Yes View
WATCH CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2016-07-13 $26.650

It fell out of bed in the later part of 2015.  There is one piece of encouraging news.  It is bouncing off a low point right now.  The peaks are getting lower while the trough is remaining relatively flat.  Watch for it to break out.

Keith Richards TECHNICAL AND FUNDAMENTAL ANALYSIS CAUTIOUS Unknown View
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