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) 2017-05-24 $0.020

Market. The big Canadian banks are reporting this week. Bank of Montréal (BMO-T) came out with its 2nd quarter numbers today and it was a miss. Their US business was the biggest drag and you could be concerned that the other banks affiliated with the US, will have the same problem. However, they all have different mixes by both geography and line of business. Toronto Dominion (TD-T) has a slightly different business mix, with more consumer lending exposure, as does the Royal Bank (RY-T). He is not expecting huge surprises from any of them. The market expectations are running pretty hot for at least 6 months, if not a 9 month extension by OPEC on the 1st cuts that they agreed to back in November.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Canadian fixed income with US raising interest rates? Interest rates are very, very low, so anyone seeking income are hard-pressed to find competitive income. fixed income serves a dual purpose in a portfolio. First and foremost, it has to be the bedrock and the bastion of capital preservation. Secondly, you use it to generate current income. You have to walk a narrow path, because a spike in interest rates will derail return on your profile. On the other hand, having poor credit risks will also create problems. His solution would be to own high-quality investment corporate credit and keep your duration in a 2-7 year timeframe.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
COMMENT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-05-24 $26.190

Sold his holdings a few weeks ago. Ostensibly, they have a lot of good things going for it. They are producers of pulses, beans, lentils, things that are really on trend with health foods. Management has had a consistent failure of executing a plan to street expectations. Their latest quarter had a pretty severe profit warning.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
DON'T BUY APH-T Aphria Inc Market Call Tonight (BNN TV) 2017-05-24 $5.620

Not particularly comfortable investing in marijuana stocks. An investment has to have a margin of safety around it. The marijuana sector is just too unsettled right now. Also, who is to say that the tobacco industry doesn’t want a piece of the action? They have expertise in lobbying, distribution, marketing, branding, etc. Also, wouldn’t Short it as who knows what heights euphoria could take it?

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-05-24 $61.370

(A Top Pick Aug 29/16. Down 9%.) At that time, they were acquiring CFT Brands. The deal has been delayed until the 2nd quarter. This is a secular grower. They will ultimately get approval from the competition Bureau and the US authorities, and it will be accretive to earnings.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-05-24 $2.160

Something he would never have touched in the 1st place. It is weak competitively. They’ve not had a fresh order for their C series aircraft in over a year. Very highly leverage with about $10 billion of debt on the balance sheet, and only about $1 billion of EBITDA to support that. $2 is a pretty important support level. If that holds, it might be okay, but if it cracks it doesn’t look like there is much support all the way down to $1.60.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

(A Top Pick Aug 29/16. Up 27%.) This closed on a meaningful acquisition of Innovia in December, a manufacturer of polymer banknotes. Very profitable company and a long-term growth story.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT CHP.UN-T Choice Properties REIT Market Call Tonight (BNN TV) 2017-05-24 $13.720

The anchor tenants, in a large majority of their properties is Loblaws. Where he might be a little more hesitant in a real estate investment trust that has mall-based retailers, it is quite unlikely that grocery shopping will have the same problems. This would be one of the safer REITs. He is quite constructive on equity markets, so has been moving away from REITs with a view that the economy is strengthening and interest rates moving higher. If you have to own a real estate investment trust, this is a reasonable choice, but he would recommend you don’t concentrate too much in REITs or bond proxies generally.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2017-05-24 $65.970

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2017-05-24 $8.990

A company that is rapidly unravelling. They are effectively operating without an executive management team. It’s not normal for a bank or a trust company to press release their deposit book every single day. They are doing that to try and shore up confidence in the business.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
COMMENT MFI-T Maple Leaf Foods Market Call Tonight (BNN TV) 2017-05-24 $34.580

A large meat processor. This has been evolving since about 2011. An activist investor got involved, and agitated for major changes, which they undertook. Went through a very aggressive 5-year build where they modernized their whole plant network. The modern equipment and machinery has lowered operating costs. Also, they’ve renovated their product architectures. Instead of just being a bulk processor, they’ve moved into some upmarket and higher margin segments.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-05-24 $60.110

(A Top Pick Aug 29/16. Up 16%.) The stock faded a little on fears of the auto cycle plateauing. Investors may have forgotten that this is not just a North American auto parts Company, they have a great platform in Europe, as well as growing in Asia. They recently just reported a great quarter. He continues to like this.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-05-24 $55.840

Just announced a $51 million contract from the Transportation Authority of Santa Clara. They manufacture public transit buses and luxury motor coaches, and are the dominant player in what is effectively an oligopoly. This is a backdoor play on the US as most of their revenue comes from state and local transit authorities. Dividend yield of 1.7%. (Analysts’ price target is $63.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT SAP-T Saputo Inc. Market Call Tonight (BNN TV) 2017-05-24 $43.640

A very predictable, stable and mature business. Historically, management has been pretty good at finding acquisitions to shore up any gaps in growth rates. A name that always looks expensive, but people are very reluctant to part with their shares. He is pretty comfortable with the business model. Sees better growth prospects in the consumer staples sector. You could be reasonably comfortable with this stock.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
BUY SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-05-24 $122.300

On conventional valuation metrics, this looks expensive. There are no earnings, the EBITDA is negligible. Even on next year’s forecast, there is only $.14 or so of earnings and about $14 million of EBITDA. However, this is not a conventional company, it’s a company that is growing its top line at 90% to 100% a year. They have a dominant position in their sector.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
BUY on WEAKNESS STN-T Stantec Inc Market Call Tonight (BNN TV) 2017-05-24 $31.240

There had been a huge, huge spike in all of the engineering/construction companies when Trump came out with all his plans on infrastructure spending. When it became questionable as to how much of this pro-growth agenda was going to be enacted, these stocks started to fall off. This company is a good acquirer and has pretty good management. Any pullback would probably be a reasonable entry.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT SW-T Sierra Wireless Market Call Tonight (BNN TV) 2017-05-24 $36.290

This company reinvented itself a number of times over the years. They are a technology hardware manufacturer. This is best summed up by calling them an “Internet of things”, for all kinds of devices. From a long-term perspective, it is subject to the vagaries of the product cycle and technological obsolescence. He doesn’t care for the volatility and prefers others.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-05-24 $24.850

A large producer of bulk commodities and base metals. He is not bullish on the base metals, etc. China has been the incremental buyer in a lot of these commodities over the last 10-15 years. Feels Chinese growth is slowing. He is not particularly optimistic on the stock.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-12 $0.020

Cannabis. If this were a baseball game, he would say we were in the 6th inning of a bear market in cannabis stocks. They made all-time highs on November 16, so we have a few more months of downside. Thinks purchase prices for consumers are going to be high, as the government will want to protect the youth. Expects we are going to have a bad day for these stocks coming up.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN _N/A View
COMMENT AFN-T Ag Growth International Inc Market Call (BNN TV) 2017-05-12 $58.820

This has a new CEO, who is an acquisitions expert. He thinks this stock is getting to the point where you have to ask, how much money can they make from these things. They are now going into fertilizer storage. He thinks $60 will be a good price for the stock. Doesn’t think they are covering the dividend, so be careful. It is a competitive business. A risky business for low returns.

$60 Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-05-12 $25.310

The chart shows this is going down, which he likes. He wants to buy something that is cheap. India is the biggest consumer of lentils and chickpeas, and these things are growing in value.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-05-12 $11.330

This only has one refinery, but it is smack dab in the Permian Basin, the epicenter of growing production. Drilling rigs use diesel, so they are getting great prices. His target on this is $15. Dividend yield of 7%. (Analysts’ price target is $11.50.)

$15 Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Yes View
COMMENT APH-T Aphria Inc Market Call (BNN TV) 2017-05-12 $5.900

A great facility in the making. They have 1,000,000 ft.². It is engineered so that marijuana can be grown, processed and packaged by itself. They had flat sales, because January and February were grey. Doubling their space, and by August they will be producing and selling twice as much product.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT CBW-X Cannabis Wheaton Income Market Call (BNN TV) 2017-05-12 $1.220

Just announced 14 new streaming partners. The problem is that crops are inherently risky, and degrade with time. The companies are not approved, so where is the company going to get the finance to invest in desperate pre-approvals? The number of square feet of cannabis growth is going up. The problem is valuation.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
BUY on WEAKNESS CMED-T CanniMed Therapeutics Market Call (BNN TV) 2017-05-12 $10.020

This has a good advantage in that they have already expanded, and have 7000 kg per year capacity of dried bud, whereas others are planning that. They can go from sales level of about a tenth of that, to a higher level very quickly. Pesticides and contaminants are a big issue, and this company has pharmaceutical grade manufacturing at their Saskatoon facility of 97,000 ft.². They also have a facility in Michigan. They’ve been doing this for a long time. He likes medical more than recreational. He would wait for a lower price.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT HMMJ-T Horizon's Medical Marijuana Market Call (BNN TV) 2017-05-12 $9.490

An ETF is a natural to diversify the business risks such as crop failures. One problem is that this has 4 components that are not Canadian LPs. They have a fertilizer company which focuses on marijuana growing. They also have 3 cannabinoid research companies. You really have to follow these 4 companies, as they represent almost 40% of the ETF. He is leery of this ETF, and it is below the issue price.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT MGW-X Maple Leaf Green World Market Call (BNN TV) 2017-05-12 $0.510

He likes the CEO. This company went from biofuels to raising canola seeds in Mongolia, and now have a tree nursery in BC, and turning it into a marijuana facility. The key is that they have gone into Nevada and San Diego. However, San Diego just ruled against marijuana. A speculative stock in that they have very little in the way of revenues. Feels that penny stocks are just a flyer.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT MJN-X Cronos Group Inc Market Call (BNN TV) 2017-05-12 $2.340

This has a couple of interesting aspects. They have great genetics, and genetics are really important. If you are going to go recreational, you need a marijuana seed that produces a high quality product. They just doubled their 15,000 ft.² facility and will have a big expansion on their property. He likes this company.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
TOP PICK PBF-N PBF Energy Market Call (BNN TV) 2017-05-12 $22.180

A midsized refiner. He likes contrarian situations. People think there is too much gasoline. Tesla’s are going to be all over the place, self driving cars, etc. Why do we need oil? Most of the world is not that advanced. This company has almost doubled the amount of refinery throughput. They have 5 refineries after buying 2 from Exxon on the cheap, so they now have Tidewater access. Gasoline has gone up 300 million barrels of consumption in the last 3 years. The stock is probably worth $30. Dividend yield of 5.3%. (Analysts’ price target is $25.)

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Yes View
COMMENT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-05-12 $22.370

Is the merger with Agrium going to be accretive? The fundamentals are poor for fertilizers, and he continues to be bearish on the sector. Potash is lucky to get them to take them over as the potash industry is facing big expansions, even though more potash is being sold globally.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
TOP PICK TWTR-N Twitter, Inc Market Call (BNN TV) 2017-05-12 $18.610

This has some bad actors on it, but everybody knows it. They only charge $20 a year for a premium service that generates $3.6 billion in revenues. (Analysts’ price target is $15.)

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN No View
COMMENT WEED-T Canopy Growth Corp. Market Call (BNN TV) 2017-05-12 $8.140

He was bullish on this before the US election, and it did well. Since then it has dropped quite a bit. This company is going to be a survivor. They are doing an online mail order. Instead of paying a retailer a big margin, they are going direct to customers with mail orders.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT WMD-X WeedMD Inc Market Call (BNN TV) 2017-05-12 $0.960

Haven’t got their sales license yet. They leased an old Imperial Tobacco property in Aylmer. All these stocks are trading on very high valuation, so he would be careful.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-20 $0.020

A stock or ETF for European exposure? If making an entry into a market where you have never been before, an ETF is a good way to do it. You get good diversification across countries and across sectors. Everyone assumes Canadian ETFs are all cheap and are all going to give diversification. That is not necessarily so. He’s been buying into Europe through a US listed ETF. (See Top Picks.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN _N/A View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2017-04-20 $142.440

(A Top Pick Dec 23/16. Up 23%.) This has been a great buy. Has reduced his holdings, because the catalysts he was looking for hasn’t happened yet. Two of them were related tax reforms, particularly the possible repeat duration of offshore funds. He is also hearing of delays of iPhone 8. He still likes this. Still at a reasonable valuation.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2017-04-20 $6.560

A sector that sold off a few years ago, as people were thinking that with less manufacturing there was less industry. Since then we have had a major change in how people shop. There is a lot of online shopping, and this company’s holdings have become hubs for a lot of storage for businesses. One of the leaders in this space, and probably one of the best names in the industrial space.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2017-04-20 $63.780

(A Top Pick Dec 23/16. Up 4%.) A one trick pony with their drug Humira. Valuation is quite reasonable and is going to be 12-13X projected earnings. A lot of that is based on sales of Humira, a life altering drug, which accounts for over 60% of their revenues. Made 2 very large acquisitions in the past few years, and we are starting to see some of those drugs in the pipeline getting approved.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-04-20 $23.070

One of the best names in the US. A very diversified base. There is talk of reducing the Frank-Dodd effect which would be helpful to the sector. Also, rising interest rates will be helpful to them. He is expecting a lot more growth on their loan activity. If you are going to have one name in the US, this is the one.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-04-20 $49.460

In the last number of years, this has been moving more and more of the business to actually being an advisor or fund manager, versus directly owning the assets. There has been a major shift in the last 5-6 years in the landscape of investments. Of all the money that went into mutual funds in the last 3 years, 8X of all funds put together went into the Vanguard funds. Long-term, he thinks there is going to be more assets moved into the space, more assets that have a target performance around it, and you are going to see earnings increase.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
HOLD BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-04-20 $61.260

A great income name and has been a great dividend stock. 4.7% dividend yield, and expects that will get increases of about 5% over the next few years. That is likely to equal what the earnings growth is going to be. They’ve had some good penetration on the wireless business. Has a great deal with Telus (T-T) which allows them to lower the costs of their infrastructure. Trading at a high valuation of over 18X earnings.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
BUY CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2017-04-20 $112.540

From a valuation metric, this would look like a certain Buy. It has the cheapest valuation for a bank. Trading at 11.5X earnings. High dividend yield of about 7.5%. In the last 8 quarters, they have beaten on earnings and on revenue. There is the acquisition of the US bank which they had to pay up for. They are going to have to issue equity, which may cause some near-term weakness. Also, it is the least geographical diverse Canadian bank and is the most reliant on the Canadian consumer.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-04-20 $32.830

If you include the cash, this is quite a cheap stock. It is basically trading at about 16-17X earnings and the market cap is about $165 billion. People forget that there is $60 billion plus in cash sitting on the balance sheet. Even if you net out the debt of about $30 billion, you are taking the valuation down to about 13 or 14 times. Not including the debt, it is about 10 times. The growth profile is going to be low. The dividend is about 3% and there is a strong potential that you could see some special dividends, or an acquisition to drive growth. An attractive investment.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT DGS-T Dividend Growth Split Corp Market Call Tonight (BNN TV) 2017-04-20 $7.910

Effectively a creation of a preferred share and a capital share. If the stock performed quite well, you are getting a leveraged investment effectively on the preferred share. EG, on a $60 stock, you could have a $30 preferred share and a $30 capital share. If the capital share goes from $60 to $66, you have now gone from $30 to $36 giving you a 10% improvement in terms of return. What people don’t realize is a) the leverage, but b) preferred shares in the structure have to be paid out first. Consequently, the way these are structured is that the dividend coming from the underlying portfolio, simply pays the dividend to the preferred share. If they are paying a dividend on the capital side, that is typically coming from expected price appreciation or option writing. If you are a higher risk investor, it is something you could consider.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
TOP PICK EFAV-N iShares MSCI Edge Min Vol EAFE Market Call Tonight (BNN TV) 2017-04-20 $66.400

There are better opportunities now in Europe and Japan. This gives you a broader exposure across Europe of all the countries, with a little bit less on the UK. Also, there is a better mix in terms of stability in the sectors. In the last 3 years, there has been significant outperformance on this ETF, but last year underperformance. Good dividend yield.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-04-20 $56.430

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) for dividend income? This one is the company that is building the pipeline and the energy services, etc. Once that is completed, it is largely sold to the Enbridge Income Fund.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2017-04-20 $33.690

Enbridge (ENB-T) or Enbridge Income Fund (ENF-T) for dividend income? Enbridge is the company that is building the pipeline and the energy services, etc. Once that is completed, it is largely sold to this fund. Pays about a 6.1% dividend yield. The stock is about 8%-10% off its high, and is a reasonable valuation. They are expecting about $9 billion of additional products in the next 3 years and dividend hikes of about 10% a year in the next 2-3 years.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
COMMENT FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-04-20 $44.240

Which utility stock has the best dividend growth profile? He would suggest you look at this one, which recently made a big acquisition in the US. They are paying about 3.6% now, and are committed to growing the dividend at about 5%-6% per year. Earnings are projected to grow at a similar rate. Trading at a reasonable valuation.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
TOP PICK JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-04-20 $121.870

Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-04-20 $23.240

All the financials had a big, big move, and this was probably one of the greatest recipients of this bump in Canada. In terms of an overall stock, their valuation is reasonable. It looks like they are putting some improvements in place with the John Hancock business, which has been a huge headache. ROE is still lower than its competitors. (See Top Picks.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
DON'T BUY SHW-N Sherwin-Williams Co. Market Call Tonight (BNN TV) 2017-04-20 $324.020

This has had huge growth in both earnings and share price over the last number of years, because it has been tied into both the US consumer and the US housing market. It is a brand most used by contractors. However, it is at a very high premium in terms of valuation at roughly 26X earnings. They are expecting earnings growth of 10%. This is not one he would be buying.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN No View
TOP PICK SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-04-20 $47.800

Compared to the other insurers, their valuation is more reasonable at 7.6X earnings. Recently they’ve provided their medium-term outlook, looking at 8%-10% earnings growth per year. Very stable name. Dividend yield of 3.6%. (Analysts’ price target is $54.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
HOLD TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-04-20 $66.040

Why are the banks consolidating or flat? In 2015, the earnings of the banks were fantastic. They were beating the estimates and they were increasing, but people were concerned and there was a decline in the bank shares of about 10%-15%. Last year, there was a massive run up. They were giving returns generally of about 30%, so a pause is in order. This is a great, long term hold.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PARTIAL BUY TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-04-20 $30.760

A cheap, but troubled stock. It is the leading generics pharmaceutical provider globally. They overextended themselves a while ago, in trying to get into specialty Pharma areas, which has been a bit of a problem. Expected to generate a little over $5 in earnings next year, a 6X earnings multiple. The Pharma sector as a whole tends to be 3X, so this is very, very cheap. The dividend is over 4%. The negative is that the management team is in flux. Also, the Department of Justice now has an inquiry into price fixing potential by the generic providers. The balance sheet is incredibly levered at 4.8X EBITDA. This is worth taking a half position and then growing that out. If things start to normalize and they get the earnings they are projecting, it should really start seeing 20%, 30%, 40% growth from here.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK TRP-T TransCanada Corp Market Call Tonight (BNN TV) 2017-04-20 $63.560

(A Top Pick Dec 23/16. Up 4%.) He thought there might be some uptick if the Keystone pipeline was approved and the integration of the Columbian pipeline. A great name to continue to hold. They are projecting dividend growth of over 10% over the next 3 years. They have $23-$24 billion of projects coming on in Mexico, the US and Canada.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT VZ-N Verizon Communications Market Call Tonight (BNN TV) 2017-04-20 $48.410

Even though the street does not like this, it is a name you might want to look at. Trading at 13X earnings. They were basically only $.01 under earnings, but missed quite a bit on the revenue side. He thinks that is going to change.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-19 $0.020

Market. We are in the very constructive environment. Globally, the economy is doing very well. Germany is doing well, China is coming on, India is doing well. We are in a healthy global economy, just coming out of a 10 year, following the mortgage crisis. However, with long bonds at 2% and equity risk premiums at ranges of 4%-5%, we are seeing bond substitute companies like Coca-Cola selling at 25X earnings. Valuations are fine if interest rates don’t move. We are in a very healthy environment and thinks growth stocks are fine.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2017-04-19 $140.680

Has a target price of about $168. The dividend will go up. Their new product seems to be taking hold. This is not expensive, trading at about 15X.

$168 Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-04-19 $49.110

This is one where you have to trust management. They have done a great job and will continue to do so. Focused heavily on real estate. If interest rates flatten out, the appreciation of real estate probably finally comes to an end, especially in commercial real estate. Probably a decent investment. You get nice dividends and it will gradually grow.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-04-19 $60.930

Extremely well-managed and clearly the dominant player in Canada. They’ve done a great job of diversifying into media type businesses. Continuing to increase their dividend. His concern would be that cellular telephone growth is probably largely behind us. Most people are disconnecting their main line. The TV business is under pressure as advertising goes away. He doesn’t think they are in danger, but the future is a little tough. Not a stock that he would own.

Bruce Murray LARGE CAP GROWTH & DIVIDENDS UNKNOWN No View
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