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 Berman's Call 2016-08-16 $0.020

Market. He separates the economy from the market. The US economy right now looks very good, and it has a lot of positive data points. On the markets, we are looking at 18X forward earnings, which is pretty pricey. He would be much more comfortable at 16X. He looks at utilities on a yield basis for the most part, and they are yielding 6%-7%, which is good. However, if rates move on you, you have to be quick to react. Has a reasonably big weight on consumer stocks. Also likes industrials, some of the telcos, and utilities.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2016-08-16 $0.020

Canadian Banks? These are trading at around 11 or 12 times earnings. Doesn’t feel that you are in jeopardy with huge price swings. You might consider using an ETF.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Unknown View
COMMENT AAPL-Q Apple Berman's Call 2016-08-16 $109.380

He likes the company, although he sold his holdings recently. You are really just watching for the quarters and the next iPhone release and how much it is going to sell. You can get into some volatile quarters. The dividend is very safe as the company has a lot of cash.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
SELL AD-T Alaris Royalty Berman's Call 2016-08-16 $23.860

Had a tough time trying to figure out who they are actually stepping into a royalty situation with. They have about 14-15 royalties with 5 of them not paying right now. To him, this is a “wait and see”. Doesn’t think the dividend is at risk, but if 2 or 3 of these royalties were to blow up, then you might be in trouble. If you own, consider selling it.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
COMMENT AFN-T Ag Growth International Inc Berman's Call 2016-08-16 $41.730

Sold his holdings recently, on valuation more than anything. Doesn’t think the dividend is in trouble here. A very high quality business.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
COMMENT ALA-T Altagas Ltd Berman's Call 2016-08-16 $34.290

Sold his holdings earlier this year. There was some leverage to natural gas that he wasn’t that comfortable with. Feels the dividend is safe.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
TOP PICK AQN-T Algonquin Power & Utilities Corp Berman's Call 2016-08-16 $12.180

(Instalment Receipt, not the stock.) The company is a half regulated utility and a half renewable power story. Has a lot of exposure in the US, and management is very solid. They are going through a process to buy EDE, a US regulated utility through the use of an instalment receipt, where you put up a 3rd of the cash on day one, giving you a 5% return on that capital, and is effectively a 15% return. You put up the other two thirds of the capital when the deal closes, which he expects to happen in Q1. This was issued at $33.30, and the par value is $100. Effectively it is a convertible debenture. 

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
COMMENT BEP.UN-T Brookfield Renewable Energy Berman's Call 2016-08-16 $39.890

Doesn’t see anything wrong with this. They have had some problems with hydrology, but he finds those things work themselves out over quarters. He likes the stock and has held it for a long time.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
COMMENT BMO-T Bank of Montreal Berman's Call 2016-08-16 $83.570

Prefers Toronto Dominion (TD-T) because of their US exposure and that the US consumer is much healthier than the Canadian consumer at the moment. However, this is one he would be looking at. Expect this will come up with good results. Raised the dividend last quarter, so there probably won’t be a bump this quarter. 

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
DON'T BUY CEU-T Canadian Energy Services & Technology Berman's Call 2016-08-16 $4.500

Secure Energy Services (SES-T) or Canadian Energy Services & Technology (CEU-T)? He is not really into the service names. This cut its dividend earlier this year and is only paying about .05%. Secure Energy has a 2.5% dividend yield. If you are looking for dividend exposure, Secure would be the one. Service companies are going to struggle for an extended period, particularly if oil starts to come up like he thinks it might. The balance sheet on both companies are very well positioned, but you might just have to wait on this, and right now is not the time to be buying it.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
BUY CHR-T Chromos Molecular Systems Inc. Berman's Call 2016-08-16 $0.040

Likes the story. They’ve switched their contract and he feels the company came out very well in the negotiations. They moved from a spread over costs which Air Canada (AC-T) used to pay, to a fixed price contract, which is very good for this company. Over the duration of the 10 years that the contract was reset for, the dividend is sustainable.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
BUY CSH.UN-T Chartwell Seniors Housing Berman's Call 2016-08-16 $15.390

Likes the theme on this. This should continue to do well. It is going to be very sensitive to interest rates, so keep that in mind. If rates were to go up, you would see a pretty material pullback. He does not expect that rates will be going up in Canada.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
COMMENT CWX-T Canwel Building Materials Ltd. Berman's Call 2016-08-16 $6.490

Did a $60 million financing deal, which really solidifies their balance sheet. He really likes the company and the theme. The US housing construction and renovation market is pretty hot, which is where the majority of their earnings come from.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
COMMENT DRG.UN-T Dream Global REIT Berman's Call 2016-08-16 $8.970

An interesting story, but when talking about global assets he likes to keep his REIT assets pretty close. When you get into Europe it can be difficult to understand the rules. Also he hasn’t been in the office REITs recently.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
WAIT HLF-T High Liner Foods Berman's Call 2016-08-16 $22.810

They are selling a component of their business. Stock was up today, but he thinks there is a couple of dollars left. There are about 3 analysts covering this, and you might get an upgrade tomorrow.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
COMMENT IPL-T Inter Pipeline Berman's Call 2016-08-16 $27.300

One of his biggest holdings. Just acquired Williams Company assets, which was a great acquisition. They paid $1.3 billion Cdn. It makes them stronger. Feels the dividend is safe.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
COMMENT MFC-T Manulife Financial Berman's Call 2016-08-16 $17.080

Generally Canadian insurance companies need higher rates to do well, so he is not looking at these at the moment.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
COMMENT MIC-N MacQuarie Infrastructure LLC Berman's Call 2016-08-16 $80.140

He likes this. A midstream type company where they own a lot of different assets. Expects they will continue to do well. It will be a little interest sensitive because of the sector it is in. Has a lot of US exposure, which he likes.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
DON'T BUY SES-T Secure Energy Services Berman's Call 2016-08-16 $9.470

Secure Energy Services (SES-T) or Canadian Energy Services & Technology (CEU-T)? He is not really into the service names, but of these 2, this one has a 2.5% dividend yield, while Canadian Energy cut their dividend earlier this year and is only paying about .05%. If you are looking for dividend exposure, this would be the one. Service companies are going to struggle for an extended period, particularly if oil starts to come up like he thinks it might. The balance sheet on both companies are very well positioned, but you might just have to wait on this, and right now is not the time to be buying it.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
COMMENT SIA-T Sienna Senor Living Inc Berman's Call 2016-08-16 $17.600

He has no problems with this. If rates were to go up sharply, you would probably see a correction.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
COMMENT SJ-T Stella-Jones Inc. Berman's Call 2016-08-16 $43.950

Railway ties and transmission tower ties. Have done a really good job of building out the business. He likes this. It is always pricey, but that is what you have to Buy when thinking of this name.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Unknown View
COMMENT SOX-T Stuart Olson Inc Berman's Call 2016-08-16 $6.350

A high dividend, so you might want to be careful here. Some of the contracts are a little choppy. He likes the company, but there are some issues. 7.5% dividend yield.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Unknown View
COMMENT STB-T Student Transport of America Ltd. Berman's Call 2016-08-16 $6.880

He recently bought debentures. Very solid management team. This is a business that is a very good growth vehicle in the US. A lot of the contracts are funded at the state government level, so they are very solid. Dividend yield of 8.2%.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
COMMENT SU-T Suncor Energy Inc Berman's Call 2016-08-16 $36.590

Recently bought this at around $34. He would treat this as a trader. We are not in a directional market for energy. If you looked at this as compared to the price of crude, you would see a pretty good 1 for 1 price trend. Wait to see what OPEC does next month, and just before they pull the trigger, you might want to trade out of it. You might get closer to $40.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
TOP PICK TCN-T Tricon Capital Group Berman's Call 2016-08-16 $10.240

A theme that he really likes is multifamily US housing. He has done really well on similar companies. These are land and development people but have also got into single family housing in the US. A very interesting company, which he thinks is undervalued. Dividend yield of 2.54%

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
COMMENT TCW-T Trican Well Service Ltd. Berman's Call 2016-08-16 $2.250

He has been very slow to get back into service company names. They have started to lift, but oil isn’t strong enough, and producers still have the upper hand with the service companies. Thinks it is going to be a long time before these service companies can actually dictate terms again.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN No View
PARTIAL SELL TRP-T Trans Canada Corp Berman's Call 2016-08-16 $61.370

Has done very well on this, this year. There is not a huge rush to get out of this, but they bought the Columbia pipeline which is a huge expense for them, and they need to divest some of their non-core assets to fund it. There are some execution risks around that. You have a little bit of time before thinking of getting out, but it is getting a little pricey.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
BUY on WEAKNESS VZ-N Verizon Communications Berman's Call 2016-08-16 $52.760

This is coming off a little right now as interest rates trend back up a little higher.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
TOP PICK WSP-T WSP Global Inc. Berman's Call 2016-08-16 $43.220

This is an engineering company with a global footprint. He likes the valuation. This plays into the theme of low interest rates and government spending. Thinks there is going to be a lot of government spending in the next 1-1.5 years, and this company will be bidding on a lot of contracts. Dividend yield of 3.47%.

Andrew Pink INCOME STRATEGY (Divs, Fixed & Preferreds) UNKNOWN Yes View
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
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