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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 2015-07-13 $0.020

Markets. We are finally having the summer rally. Every year, for the last 12-13 years, we have seen something completely unexpected happen between May and October, causing huge volatility. This year it is Greece and China. Once the volatility is over the market then moves higher. We now have the start of the intermediate Summer rally, which started last week. The S&P 500 last Tuesday came down to its 200 day moving average and has now moved up giving us confirmation that there is technical support under this market in the US. In Canada it is not as much, but he is seeing real strength occurring. This has happened in surprising areas such as fertilizer stocks.

Don Vialoux STOCKS & ETFs OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-07-13 $0.020

Silver. This has 2 periods of seasonal strength. One is starting right around now and goes through until October. This is followed by another in late December through until February. We have just started into a period of seasonal strength. Historically the best thing to be in is gold because it tends to outperform silver at this time. Recently both have shown some very good technical signs of bottoming. Silver bottomed last week on an intermediate basis and is now up 6%. The 1-year chart shows a long term support from December through until now. Last week there were early signs of momentum indicators all starting to turn positive. Silver and gold go up because of the wedding season coming up in India in October/November and there is lots of buying to make jewellery. Also, there are periods of volatility coming in the summer. When people see volatility in equity markets, they run to gold and silver.

Don Vialoux STOCKS & ETFs OPTIMISTIC Unknown View
DON'T BUY AEM-T Agnico-Eagle Mines Berman's Call 2015-07-13 $34.840

Bullion has actually bottomed in the last 4-5 trading days for an intermediate seasonal low. However, gold stocks not so much. They typically bottom around the last week in July. Hold off until you get signs that are showing a bottoming pattern. The stock chart is showing a downward trend, and has as yet to show signs of bottoming. Look for technical signs of support, probably within the next month or so and you want to see the stock start to perform and momentum indicators turning positive.

Don Vialoux STOCKS & ETFs OPTIMISTIC Unknown View
BUY on WEAKNESS MFC-T Manulife Financial Berman's Call 2015-07-13 $23.040

Technically it has a long upward trend. It does have some greater volatility than the banks at certain times. A sign that is encouraging is that it recently broke out to an all-time high. The stock is outperforming the banks and the market, and is showing good relative strength. Going into a summer rally, it is a stock that looks like it has a very good chance of breaking into new all-time highs. Stick with it and buy some more on any kind of weakness.

Don Vialoux STOCKS & ETFs OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-06-08 $0.020

Markets.  Typically the summer is not the most euphoric time.  He is 70% cash about a month ago.  He is slowly deploying cash, being patient over the next couple of months.  He tries to find a stock that is mispriced for whatever reason.  He took profits as we headed into the most recent run on energy.  We went from way to pessimistic to way to euphoric and now there are a few new headwinds we have to deal with.  He deals with single stock opportunities.  You should be heavy in cash and be ready for table banging opportunities and then if you are wrong take your loss quickly. 

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE _N/A View
BUY AC-T Air Canada (B) Market Call (BNN TV) 2015-06-08 $14.060

He really likes it.  It is a huge win for his small cap fund.  Every flight is full.  Their load factor is really good.  They are stealing business away from West Jet.  Every dollar in this business is highly accretive.  There is perception that they have high debt and pension issues, but these issues have been fixed.  PE is 4 and revenue is up.  It looks really cheap.  It is very underowned in most small cap funds.

$20-$21 Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Yes View
HOLD BNP-T Bonavista Energy Corp Market Call (BNN TV) 2015-06-08 $6.930

It has been a tough hold.  He wants to revisit the name.  It trades at a discount to peers.  It struggled.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
WEAK BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-06-08 $26.490

Raised $600 Million a week or two ago to fund an acquisition, which he likes.  He likes CPG-T.  If we get to $60 oil it could be a $30-$32 stock.  People don’t like the sustainability of the dividend.  They were at 135% payout, but after this acquisition it lowers the payout by about 10 points.  Their dividend should be seen as more sustainable.  He doesn’t see the dividend being cut. 

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
SELL CQE-T Cequence Energy Ltd. Market Call (BNN TV) 2015-06-08 $0.810

A good tax loss candidate unless you are a raging bull on oil.  There is no compelling reason.  He doesn’t see it gaining traction. They can’t grow at a depressed natural gas price, like some others.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
DON'T BUY DDD-N 3D Systems Market Call (BNN TV) 2015-06-08 $21.530

Decided to break up during a bear market.  He bought GXO-T 2 weeks ago.  It had a good rally and he does not see a compelling case.  If BXO-T dropped he would buy it at around $5.  He did not agree with breaking it up in a market when people want a bigger company.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
PAST TOP PICK ECA-T Encana Corp Market Call (BNN TV) 2015-06-08 $14.700

(Top Pick June 9/14, Down 40.77%) Some picks are for a shorter term.  This was a tactical trade based on a new CEO.  He sold at a profit.  Most of these are sells.  The challenge still is debt, however.  They did two asset purchases at the top of the market. 

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE No View
WAIT EH-T easyhome Market Call (BNN TV) 2015-06-08 $18.850

It is a large holding for him.  One of the few that has not gone up this year.  It is an incredibly profitable business model.  They make $0.20 for every dollar they earn, after tax.  They became a bit more stringent in their lending recently.  They are no longer further extend credit to customers longer than 90 days and this will have a one to two quarter hit to loan losses.  There is some regulatory risk and an IPO that will be a competitor.  Wait a quarter or two before getting in.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Yes View
TOP PICK GRC-X Grenville Strategic Royalty Market Call (BNN TV) 2015-06-08 $0.890

It is a baby royalty company.   They are at a critical mass where they diversified the loans.  5.7% yield.  Thinks they can increase the dividend this year or next and then keep doing so every couple of years.  They are everywhere.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
DON'T BUY IKM-X Ikkuma Resources Market Call (BNN TV) 2015-06-08 $0.750

Micro cap dry gas producer.  It is about 3 times PE.  The stock is pretty much dead money for now.  You need a pickup in energy prices.    In this market today this name would not massively outperform.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
WATCH INP-X Input Capital Corp Market Call (BNN TV) 2015-06-08 $3.040

He would like to see a quarter or two of no collections issues.  Momentum has been taken out a little a bit.  He also believes they could grow their earnings 30%.  They had loans to 55 farmers and 2 of the farmers defaulted. 

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
DON'T BUY LRE-T Long Run Exploration Market Call (BNN TV) 2015-06-08 $0.720

Got themselves into a pickle in terms of debt heading into a collapse of crude price.  Debt to cash flow is 4.6 times so they are getting up there.  Has not owned it in 2 years.  If you believe in $70 oil this name could double, but at $65, no.  They could potentially sell some assets.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE No View
SELL MEI-X Manitok Energy Market Call (BNN TV) 2015-06-08 $0.780

It is the epitome of what people don’t want to own today.  It has balance sheet issues, okay drilling results, but it is undercapitalized and the management team lost traction with the street.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-06-08 $1.500

He finds the valuation a little mind numbing.  PE of 18 times.  It is one of the few roll up strategies where they also have organic growth.  The valuation is extremely high and could be susceptible to correction.  It would appeal to him around $1.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE No View
WATCH PPY-T Painted Pony Petroleum Market Call (BNN TV) 2015-06-08 $7.590

He likes the company.  The stock is more expensive relative to others.  Between now and 2016 you are left to the sentiment about Nat Gas and LNG.  He sees significant headwinds.  He does not know if first nations will buy into their project so it can go ahead.  He would start picking away on a 10% pull back.  Hold if you have it.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
DON'T BUY RMP-T RMP Energy Market Call (BNN TV) 2015-06-08 $2.880

A former darling.  There is concern about their inventory.  It has lost momentum in their existing area.  The gas oil ratio is higher than they had said.  Oil is down to 45%.  This took a lot of momentum out of the story.  It is a cheap stock, but there is a reason for it.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE No View
DON'T BUY TBE-T Twin Butte Energy Market Call (BNN TV) 2015-06-08 $0.710

He could not think of why he would own it.  They have missed numbers more than they have hit them.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
TOP PICK TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2015-06-08 $4.510

He likes land drillers because they outperform coming out of a down market.  There is a concern about their debt to cash flow, but it is trading at a really cheap multiple, less than during the financial crisis.  He is seeing rigs going back to work.  The demand for rigs will start to go back up and people will stop focusing on the debt issues.

$6 Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Yes View
PAST TOP PICK TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2015-06-08 $38.260

(Top Pick June 9/14, Down 31.04%) This is a name where they continue to exceed people’s expectations.  As the year progresses they should unveil even more plays that the street is not expecting.  As the price of Nat Gas rallies into the fall this would be one of his favourites.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Unknown View
TOP PICK TVE-X Tamarack Valley Energy Market Call (BNN TV) 2015-06-08 $3.800

One of the few light oil companies trading at a deep discount.  They paid less for a recent acquisition than the reserves.  They also delevered the balance sheet.  They now have a 6 year drilling inventory.  They can grow by only spending their cash flow.  It is one of the few oil opportunities he sees today.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Yes View
WAIT TWD-X Tweed Marijuana Inc. Market Call (BNN TV) 2015-06-08 $1.770

Their margins look very, very good.    He does not buy companies that are still not profitable.  Wait for a profitable quarter.   He is also worried about long term pricing at $7.50 a gram.  It is a concept stock.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE No View
PAST TOP PICK WCP-T Whitecap Resources Market Call (BNN TV) 2015-06-08 $13.210

(Top Pick June 9/14, Down 10.03%) He really liked the company.  It is now really attractively priced.  He would start rebuilding your position.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN SELECTIVE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-22 $0.020

Markets. Because he is focused on mid-caps, there are only about 450 names that are listed in Canada. This gives a relatively narrow pool. This is narrowed down more because he doesn’t invest directly in resources. When you take away the non-resources and focus on mid-caps, there is a fairly decent pool of about 200 names that he is interested in. Currently, he is about 90% Long and about 50% Short, so his net exposure to the market is about 40%. If you have a 40% net position, you have about 60% cash, so if he sees something he likes, there is no need to sell something to get it. Constantly looks at the liquidity of his portfolio to make sure that he is able to get out. As a general rule, he wants to be able to liquidate 85% of his portfolio within 5 trading days.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-05-29 $0.020

Markets. He tries not to forecast the markets, but is cognizant that we are in the month of May, and selling will have some merit to it. Also, be aware there are opportunities in the summer, which is one of the reasons he has pulled down his net exposure in his portfolios and is sitting on around 67% cash in his flagship fund. Still likes non-bank financials and he tends to use the banks as a hedge for market risk. Likes the consumer stocks as there is a scarcity value of those. As investors flee from the resource space, that tends to be a safe haven for them. Avoids direct exposure to the resource space. More of a “bottom up” investor rather than a sector player. A typical hedging trade could be Canadian Pacific (CP-T) which is overvalued, and where the first risk is market risk and the second industry specific risk. Because of this, it would not normally be in a pairs trade within that sector, so Canadian National (CNR-T) would be a natural choice. If diesel fuel goes up or down, it affects both of them equally, which helps to take out some of the risk in the portfolio. This allows him to focus on the alpha.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-08 $0.020

Markets. He wasn't immediately affected by the technical glitch in the system at the NYSE. There are about 60 exchanges that are trading the same stock. This was just another thing to make investors nervous. He feels that Greece leaving the euro is a relatively minor issue compared to China's issues.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-08 $0.020

Equities selling off, is this a buying opportunities? Names that they know well and are trading off unneccesarily could be an opportunity. Names like Enercare which he likes the yield on and the quality of the company, he views it as an opportunity to add to their position. Also, doesn't want to “catch a falling knife” so is happy to sit back and let the market ride it out. He has significant cash positions. Sitting on 80% cash. Had a good start to the year and now happy to sit back and negate risk.

 

 

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-07-08 $0.020

Resources. He is not interested in resources, not interested in losing money.  His company are not geologists, mining engineers or foresters. Likes to be able to know a name well and be able to count and see the inventory.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
DON'T BUY ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2015-04-22 $39.240

Has never seen the allure of auto dealerships as an asset class, so he has been leery of the stock. It had a great run up until July of last year. From his viewpoint, it has too much exposure to Alberta and Western Canada. Alberta is by far the best auto market in Canada generally. With the circumstances that are happening in the Alberta economy, that is falling off considerably.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
TOP PICK ALGT-Q Allegiant Travel Comany Market Call Tonight (BNN TV) 2015-04-22 $167.850

Long (and Short Westjet.) This company has a terrible fleet. In comparison Westjet has a better product, is a better company and has a better fleet. However, when jet fuel prices go down, you want the least efficient fleet possible. The bulk of their fleet is McDonnell Douglas 80s, which eat up a lot of fuel. When fuel prices go down, they are a huge beneficiary. Just reported a 100% increase in their EPS.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
PAST TOP PICK ANY-Q Sphere 3D Market Call (BNN TV) 2015-05-29 $3.730

(A Top Pick June 18/14. Up 53.06%.) Short. Had been looking at their technology and had some skepticism about it. This was virtualization technology that was supposed to be able to take any application and run it on any mobile device. Earnings and losses continue to disappoint. Also, they announced an acquisition last year that he found perplexing. He is still comfortable with this.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2015-04-22 $27.380

Had a great run. The one concern that he had was that a number of years ago, the US Department of Justice came down hard on a number of Canadian players. This company made the big acquisition of Poker Stars and are trying to get back into the US market, but the previous owners of Poker Stars had some issues with the US Department of Justice. He would be cautious on this.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2015-07-08 $33.670

This is a name he is very leery of. There has been a lot of corporate governmence surrounding this name. Made a recent acquisition of Poker Stars. They have 60% market share. However, there has been a lot of issues surrounding the acquisition. There has been a lot of issues of the character of the companies involved. He is shorting this stock, but prefers other names in the gaming area. (NYX-V)

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-04-22 $27.720

Has been cautious on this name. Had thought their Q4 numbers would be a little bit disappointing, but the market reacted very positively. Management continues to give positive guidance for the year, which he felt surprised a lot of people. They have direct exposure to oil and gas, which is part of the reason it sold off. What they are trying to do during the lull in oil and gas, is to try to grow their US business. If they can grow the US business faster than they see declines in Canada, they could still get that growth.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT BB-T BlackBerry Market Call Tonight (BNN TV) 2015-04-22 $12.130

In the past, he has Shorted this, but more as a temporary Short. When he looks at a name like this, he is happy to be on the sidelines. The industry is changing so fast.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2015-04-22 $2.540

Has never been a big fan of this company. The issue has largely been with their accounting, which he doesn’t think is the most robust. Also, the transport division for him, for the last 15 years, has been run for cash flow as opposed to profitability. Not a fan.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
PAST TOP PICK BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2015-04-22 $79.670

(A Top Pick April 16/14. Down 8.94%.) Short and Long Guardian Capital Group (GCG.A-T).

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CBL-T Callidus Capital Corp Market Call (BNN TV) 2015-05-29 $14.500

On one side you have the Catalyst Fund, one of the largest private equity funds in Canada. On the other side is another large private equity fund of WestPhase (?). These 2 are fighting over various issues and have used this company is a battleground. In Nov/14, WestPhase put forward a short case in the form of a proposition. Callidus is a lender to distressed lenders, so it is pretty easy it is pretty easy to paint a bearish scenario. Because of this, the share price has traded off fairly dramatically. Still holding and is comfortable with it.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
HOLD CBL-T Callidus Capital Corp Market Call (BNN TV) 2015-07-08 $13.550

They have had it as a past top pick before and has stuck with it. It is a risky stock. The company is a lender to the destressed borrowers. Callidus is owned by the Catalyst Group who are currently in a fight with the West Face Capital Group. He likes what they are doing and will continue to hold.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CGX-T Cineplex Inc Market Call (BNN TV) 2015-05-29 $49.050

This is a stock that all money managers seem to love. To him it is trading at very expensive multiples at around 39X last year’s PE and about 26X this year’s. They are embarking on a new venture called the Rec Room, essentially bars and casual dining within the cinemas. As a consequence, he thinks the stock should be de-rated. Has this in a Pairs Trade with Cinemark (CNK-N), with this one being the Short.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
TOP PICK CGX-T Cineplex Inc Market Call (BNN TV) 2015-07-08 $46.660

Long Cinemark CNK-N/ Short Cineplex CGX-T. Pairs trade. Feels Cineplex is an overowned/overvalued name at 77% market share in Canada. Cinemark trades at 30% discount. The pairs trade takes out the box office risk.



Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT CLR-T Clearwater Seafoods Inc. Market Call Tonight (BNN TV) 2015-04-22 $13.810

A great investment. There is a scarcity in Canada of consumer names that are available to investors. Has had a nice run, but he sees further upside, largely because of the supply/demand fundamentals. There is a decreasing amount of shellfish, and they have a virtual monopoly on some of the species of shellfish. At the same time, on the demand side, you see people more conscious of the fish proteins and the need for them. Great long-term fundamental story. Has also benefited from the rising US$.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
TOP PICK CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2015-05-29 $13.250

The largest owner of shellfish quotas in North America. Likes the long-term dynamics of the business. Seafood is scarce and getting scarcer, so as a consequence you are seeing a very robust pricing across all their seafood products. On top of that quotas are becoming more valuable over time. Also, there is increasing demand as people become a lot more conscious of the benefits of seafood and proteins, particularly in Asia, but more so lately in North America. A nice defensive name that is relatively uncorrelated with what is going on in the rest of the economy. Dividend yield of 1.25%.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2015-07-08 $11.200

He likes this and has been a past top pick. It is an attractive name long term. They have 100 % quotas for some shellfish. Had a bad quarter which was weather related. So that is a risk. Upside should be better with the new large boat recently acquired. Q3 and Q4 should improve.

 

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2015-07-08 $91.080

The banks are a homogenious group, and are all good investments. Recommends holding 2 or 3 of them. It is a play on the Canadian market and economy. Recommends buying the bank stock where you do your own banking, so you will be less annoyed by the fees.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
BUY CMG-T Computer Modeling Group Ltd Market Call (BNN TV) 2015-05-29 $13.770

They provide software that simulates both the field and production in oil/gas fields. Took a hit along with the energy related names, but it kind of bottomed out around November when people realized it was a very resilient company with about 97% of their revenues recurring. Recently added to his position. A great long-term hold. Dividend yield of just under 3%.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CNK-N Cinemark Holdings Market Call (BNN TV) 2015-05-29 $40.530

Has this in a Pairs Trade with Cineplex (CGX-T), with this one being the Long position. This one has a better growth profile. They also have some cinemas in Latin America.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
TOP PICK CNK-N Cinemark Holdings Market Call (BNN TV) 2015-07-08 $40.700

LONG Cinemark CNK-N/ SHORT Cineplex CGX-T. Pairs trade. Feels Cineplex is an overowned/overvalued name at 77% market share in Canada. Cinemark trades at 30% discount. The pairs trade takes out the box office risk.



Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT CPH-T Cipher Pharmeuticals Market Call Tonight (BNN TV) 2015-04-22 $13.670

Has avoided smaller pharmaceutical companies because he wears a hat as a generalist and couldn’t see the advantage he had of looking at a pharmaceutical name. Until a company gets to a specific scale where it is not taking as much drug specific risk, he would be very cautious about these names.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
DON'T BUY CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2015-07-08 $21.070

He likes the stocks where people don't pay attention to and Corby falls into this group. Market cap of 6 million. Trades at a slight discount to peers. No take out premiums. Low growth. Yield is 3.6%, Not very interested.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
PAST TOP PICK CXI-T Currency Exchange Intl. Market Call Tonight (BNN TV) 2015-04-22 $29.720

(A Top Pick April 16/14. Up 136.93%.) Still an uncrowded trade. Great story. Grew revenues and earnings by 40% last year. Management has been very conservative in saying they think they’ll be able to grow 30% in the next couple of years. He thinks they will do a lot better than that. At some point they are going to get their bank license, and when they do, it brings in all the Canadian banks essentially as customers. He thinks this will be a $50 stock within a year.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
TOP PICK CXI-T Currency Exchange Intl. Market Call (BNN TV) 2015-05-29 $35.320

Essentially a provider of foreign exchange to financial institutions. Likes this as a low-risk, high growth business, that has the potential to be something very big. They carved a niche for themselves in the provision of foreign exchange. They can do foreign exchange cheaper and more efficiently than the banks themselves. Analysts are looking for 35% earnings growth in the next 2 years, and he thinks they are going to exceed that. Management has a history of under promising and over delivering. Feels it could be a $50 stock in the not too distant future.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT CXI-T Currency Exchange Intl. Market Call (BNN TV) 2015-07-08 $36.490

Going from strength to strength. Market is anticipating them getting their bank license. Temporary pull back right now. Doing well in the states. Great long term story.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
DON'T BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2015-05-29 $82.920

You need to be cautious on this. A very crowded trade and has had a phenomenal run. As an investor he is always cautious about crowded trades. Also, understanding the acquisitions they are making can be difficult.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
DON'T BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2015-07-08 $92.500

Great chart.  He doesn't like roll up stories though. Prefers organic growth instead of acquisition growth. Not a name he would take a look at.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
TOP PICK DCI-T DirectCash Payments Inc Market Call Tonight (BNN TV) 2015-04-22 $16.950

Largest ATM provider in Canada, Australia and number 3 in the UK. He likes the 8.5% yield. Pretty cheap at 7X EBITDA. Very predictable cash flows. Not very well covered in the industry.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT DCI-T DirectCash Payments Inc Market Call (BNN TV) 2015-05-29 $15.470

Likes this name. A provider of ATMs in Canada, Australia and the UK. Hasn’t done particularly well as of late, because people were disappointed in the latest quarterly numbers. There was a slowdown in transaction volume in Australia. Last year Australia introduced “Tap & Go”. When it came into Canada several years ago, it had a 3% impact over 3 years on transactions. In Australia, almost as soon as it was introduced, it had about a 10% impact. That had not been anticipated by the company. Management felt this was a one-off downward movement and thinks it is sustainable at these levels. This is “attrition rate” in ATMs versus their ability to grow the business. He is betting on the growth of the business. 9% yield is sustainable.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
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