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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) 2015-08-21 $0.020

Markets. You want to be a little suspicious in August because volumes are normally light. Usually trading desks are being manned by younger people who are trying to move up. There are a bunch of areas between July and October that are good to be in. S&P 500 is still not in correction territory. He has been looking for that 2000/4000 level which happened around March/April. It has now broken down to the $1970 level. Are we going to have to visit the $1800 level? That is what next week will be about. Will it be broad-based? Will it be the pro-cyclical areas? Next week will be very important and what he expects to see is that it will probably keep pushing these downward levels to an extreme. There will be certain areas that might buck that trend, and those are the areas that he wants to identify, and which are good places to be. If the US joins the party, he expects there will be some bigger positions in some of those defensive spaces.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR _N/A View
DON'T BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2015-08-21 $105.760

This has broken some key levels. The next place where he would see some support come in would be around $94. Did some analysis today and saw some longer targets coming in at around $75.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Unknown View
COMMENT AGU-T Agrium Market Call Tonight (BNN TV) 2015-08-21 $128.350

A good space to be in, but there was a big downdraft today of 4%, a little bit more than the markets. You want to watch the level of around $122. Chart shows a little triangle forming, and you want to see that break out. He owns Potash (POT-T) which is a little more conservative. If you don’t own it, it is probably a good time to add. It is strong seasonally until the middle of the fall.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR No View
TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2015-08-21 $11.950

Just had a fantastic quarter, which sets up a nice trend for the remainder of the year. One thing that is really positive is that all of their infrastructure stuff is kicking on all cylinders. He is looking for a target at one of the old highs at about $17. Good risk/reward.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Yes View
WATCH C-N CitiGroup Market Call Tonight (BNN TV) 2015-08-21 $53.600

Chart shows a little upward trend. $52’s a pretty decent support level. A lot of stuff is just starting to roll over though. If it holds $52, this is probably a pretty good deal.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR No View
BUY CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2015-08-21 $27.660

The real estate sector is one of the top 5 on a weekly data and in the top 7 of the monthly data. That is a really good stat. Chart shows a long upward trend that has been bounced off many times, indicating buyers are very, very interested there. There is also a wedge formation and you want to see it break out. Thinks it is a really good risk from here and recommends it.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR No View
WAIT DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2015-08-21 $76.010

A fantastic stock. Broke a Volatility Stop at around $70.49. He would probably wait. You have a little bit of time. If it broke $75.58, then he would step in.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Unknown View
DON'T BUY ECA-T Encana Corp Market Call Tonight (BNN TV) 2015-08-21 $8.190

Chart shows a long downward trend and there is really nothing to hang your hat on. A system he uses points at a target much lower than where it is now.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR No View
TOP PICK EMA-T Emera Inc Market Call Tonight (BNN TV) 2015-08-21 $43.400

Just blew away a quarter which was fantastic. Raised their dividend with a 21% increase. This is in a great sector. Had a little bit of a break out recently. Fantastic business and really well run.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Yes View
WAIT ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2015-08-21 $30.700

He would look at this at a 3% level lower than your support. (Caller indicated support at $31.) You always get a little bit of wiggle room off of a support level. There is no rush to look at names that are bottom fishing or weak.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Unknown View
PAST TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2015-08-21 $36.310

(A Top Pick Aug 24/14. Up 12.93%.) He sold half of this in December and the other half in the spring. His total return was around 32%. The risk/reward now is very good and he took out a half position at around $36 recently.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Yes View
TOP PICK IYZ-N iShares Trust Dow Jones U.S. Telecom Sector Fund Market Call Tonight (BNN TV) 2015-08-21 $28.850

In a really good space. Seasonality is coming up for it and it is happening a little bit early. Risk/reward is really good. Chart shows a couple of places where support will come in. If it breaks above the $30 level, it would be really positive. Has a target of $35.50.

$35.50 Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Yes View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2015-08-21 $64.150

Just sold his holdings recently because he didn’t like the action that he saw. There is support at $60 with the Volatility Stop at around $62. If the $60 level doesn’t hold, there are levels that are substantially lower that he would be looking at, at around $45.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR No View
PAST TOP PICK PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2015-08-21 $34.730

(A Top Pick Aug 24/14. Down 26.92%.) Had purchased this August 17 and sold it October 22 for a loss of 4.5%. It is something that is starting to find a base and he is starting to poke around this whole space. There are a lot of really good names that warrant attention.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR No View
WATCH PZA-T Pizza Pizza Royalty Market Call Tonight (BNN TV) 2015-08-21 $13.190

Considered a consumer discretionary, but to him it borders on the consumer staples area. If it drops below its support level of around $13, something might be up. Chart shows a big head and shoulders rolling top, which is why the $13 level becomes really, really important. You bring in a lot of volume once you break down below that. If it breaks that $13 level, he would stay away.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Unknown View
WATCH SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2015-08-21 $25.540

You have to go back to 2011 to find a place where you can hang your hat. In the short term, the chart shows nothing but downside. It looks like it wants to revert to around $21. Well-run company.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Unknown View
WATCH SPB-T Superior Plus Corp Market Call Tonight (BNN TV) 2015-08-21 $10.820

There are a couple of places where we could’ve hung our hat. It looks like about a week ago, where it bounced right up to that, but then was repelled back down. Watch the level at around $10.70 to see if it will hold there, and that would be a sort of place to hang your hat on.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Unknown View
PARTIAL BUY SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2015-08-21 $34.280

The best of a bad group. The leaders will be the ones to turn. Chart shows a few spots where you can hang your hat on at around $34. This would be a pretty decent level, but you also have to be prepared to pay something that is closer to $30. Chart also shows some overhead resistance, but once it gets above the descending triangle, that would be an indication you could add to this. Consider dividing your position into 3 and putting in an initial position to get close to the Stop level, followed by adding another one. But be prepared to exit there. Add your 3rd position when it breaks the upper band of the symmetrical triangle.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Unknown View
COMMENT TCK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2015-08-21 $8.300

This is one area that has been absolutely crushed. It looks like there could be a downside target of around $4. That doesn’t mean it is going to happen, but certainly the biggest thing that could change this is a change in the US$ which would sort of lift these up. We don’t have a supply issue as much as a pricing issue.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Unknown View
PAST TOP PICK XGD-T iShares S&P/TSX Global Gold Market Call Tonight (BNN TV) 2015-08-21 $8.740

(A Top Pick Aug 24/14. Down 28.53%.) Sold a bunch of this last August, but still likes it quite a bit. It might be capped right now because it has moved so much off its base. On its next pullback, he would like to add a little to the tiny bit that he still owns.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION BEAR Yes View
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
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-08-25 $0.020

Energy. The implosion we have had rivals the great recession, and in fact is worse. In some cases names are trading at all-time lows. Negativity in the energy sector is unparalleled and is really historic. There are 3 reasons he feels people are so bearish on oil. 1.) We are told demand is very weak and there is a fear of Chinese demand falling. 2.) We are awash in oil with Iranian oil hitting the market and US production still up. 3.) The forward Strip with oil below $50 is all the way out to 2017. You can see why people are being far too negative. 1.) Demand today is at record amounts. Year-over-year growth rate is as strong as it has been since coming out of the great recession, so we consume more barrels today than we ever have in history. 2.) We know Chinese demand is weak, but he would love to see the data points that people actually have, because the numbers he has shows record oil imports into China and record gasoline consumption in China. Their demand has been flat lining for 3 years, so it is not a new story. If you remove China, emerging economic oil demand has been growing by 1 million barrels per day, each year for the past decade. At current oil prices, it is impossible for US production to grow and we are months away from it being down year-over-year. Even at $45-$55, US oil production could be down by half a million barrels per day by next year. The worst case of Iran is about 800 hundred thousand barrels a day to come onto the market. That represents 6 months of demand. For the past 5 years, outside of OPEC and the US, production has been falling while the average oil price has been over $100. There are companies that can theoretically still drill wells that have a positive rate of return, and yet are still going bankrupt. This is because the amount of cash flow most companies generate is not enough to offset their decline. 3.) The oil Strip tells us we should be negative. He believes we have to go to 2017 until oil is over $50. Looking historically at the predictive capability of Strip, the R squared is less than 1%. That means that one time out of 100 the Strip is actually accurate.

The valuation of these energy companies is unparalleled. You can get so much value for free, because everybody is so pessimistic. It is a waiting game of maybe 1-2 quarters. If he can buy stocks that are trading at 5X cash flow where he is getting possible reserves, their dividend, of which many are sustainable when we get a rally, stocks can go up by 50%-100%. He personally thinks we will recover to around $55-$60 at some point next year.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL _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
COMMENT BTE-T Baytex Energy Corp Market Call (BNN TV) 2015-08-25 $5.690

The market cap is significantly lower than what they paid for Aurora Oil and Gas, which was their entry into the Eagle Ford. Stock fell from $23-$6 in roughly 2 months. Cut the dividend to zero. They still remain a highly leveraged oil company, so if he is right in his call on oil appreciating to $55-$60, this is a name that could easily go up 100%. The debt is a little concerning. At current oil prices he doesn’t think it is sustainable. If you are bullish on oil with a recovery coming within 6 months, you could do extraordinarily well. If he is wrong on his oil call and it stays around $40-$45 for the next 6-9 months, this is a name that could get into some trouble.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Unknown View
COMMENT CFW-T Calfrac Well Services Ltd Market Call (BNN TV) 2015-08-25 $3.890

Trican (TCW-T) or Calfrac (CFW-T)? This is a better company operationally and geographically. Less debt, although they do have a lot of debt as well, so everything is not rosy. His preference would be Canyon Services (FRC-T).

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL No View
HOLD CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2015-08-25 $25.840

This one comes down to your call on oil. If you think we are going to stay at $37-$38 forever, don’t own the stock and don’t buy anything else. Relative to other large caps, this wouldn’t be his top name. He would still lean towards a Cenovus (CVE-T) or Suncor (SU-T), but wouldn’t buy either because they have oil sands exposure. He also questions what the NDP government is going to come out with. They are more leveraged than most and have raw heavy oil exposure that they don’t upgrade, relative to Suncor. If you own it, crystallize a tax loss and roll it into another name that he likes better.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL 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
TOP PICK CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2015-08-25 $12.790

The most mispriced oil/gas stock in Canada that he can find. Their proved reserves can produce oil for 10 years. At $55 oil, it is trading at 5.5X its total corporate value relative to cash flow. That means you are getting part of the proved reserves for free, their probable reserves for free and all of their own booked inventory for free. It has never traded as cheaply as it has today. Eliminated people’s major concerns and cut the dividend so it is right sized. He has it being sustainable at about $50-$55 or higher. The cash flow is around 2.5X. Eliminated their DRIP so there is no dilution. Dividend yield of 9.02%.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Yes 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
BUY DRT-T DIRTT Environmental Solutions Market Call (BNN TV) 2015-08-25 $4.940

Stock had a massive rally last year because it was significantly undervalued. When it was approaching $7-$8 he thought valuation was getting a little long in the tooth, so he eliminated his position. There has been about a 40% correction in the last couple of months so he started buying at around $5.25-$5.30. Valuation is compelling. If you follow estimates, they are able to grow earnings by about 75%, and it is trading at around 16X. Raised about $42 million at around $8, so you buy the stock today 40% below where they raised their $42 million. Stock is weak because of exposure to China, but they have zero exposure there. Also, based in Calgary, so they must have enormous exposure to the energy sector, but that is only about 12% of their revenue. On valuation they are paying 16X earnings with 75% growth. About $80 million net cash on the balance sheet.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Yes 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
COMMENT EH-T easyhome Market Call (BNN TV) 2015-08-25 $15.200

A business model that is egregiously profitable. Instalment lender which lends money to people who wouldn’t otherwise qualify with a bank, so are able to gets slightly higher interest rates. There are long-standing concerns about regulatory risks. Announced last quarter that they will be tightening up their lending standards, so will no longer lend to people at the very bottom of the barrel. It will take time to replace those with new higher grade customers. After 2 crappy quarters, he needs them to put a good quarter for him to have interest in the name again. Incredibly cheap.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Yes View
COMMENT FRC-T Canyon Services Group Market Call (BNN TV) 2015-08-25 $4.250

(Market Call Minute.) He wouldn’t necessarily buy this, but if he had a gun to his head, he would buy it over the other 2.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Unknown View
COMMENT FRU-T Freehold Royalties Market Call (BNN TV) 2015-08-25 $9.030

(Market Call Minute.) Has been a big buyer in this. His big concern is that Penn West (PWT-T) is their biggest royalty payer so if it goes bankrupt, what happens to their royalty income? It is a bit of a concern, but even excluding that, the stock has been pounded, and the royalty model should hold up a lot better than a conventional A&P model.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL 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
BUY GRC-X Grenville Strategic Royalty Market Call (BNN TV) 2015-08-25 $0.600

Came out with their quarter last week where they announced that operations were fine. They do royalty agreements with companies that would not necessarily qualify for prime credit with the banks. It is normal for this business model to occasionally take a bad debt expense, and write the investment down to zero and then hopefully recover some of it. They did that on a $1 million loan which represented 2.5% of their loan book, and the market cap fell by $20 million. That was an overreaction. Just announced that one of their larger deals was acquired by Hitachi, so it is highly likely that they are going to get bought out. That means they will have more money to deploy. Thinks this sets them up for a dividend increase in 2016. A few more quarters will prove the viability of their business model. A dividend increase would help that along as well. Yielding about 8% and trading at about 16X so it is a good valuation.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Unknown View
COMMENT GXO-T Granite Oil Corp Market Call (BNN TV) 2015-08-25 $5.600

There has been pretty heavy insider buying. The challenge is that it is a single asset dividend payer. This gives you concentration risk. Came out with a 1200 barrel a day test in their core play. He is concerned that institutional support will never be huge because of the size of the company and the single asset risk. If you are looking for a fairly steady, low payout hedge producer, it is not terrible, but there are names he likes better. Yield of 6.8%.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL 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
COMMENT LRE-T Long Run Exploration Market Call (BNN TV) 2015-08-25 $0.345

Debt to cash flow is around 6X, which is high. Cut the dividend to zero, which led to a freefall in the stock. If you were an uber bull on oil, this is the type of name that could go up several fold. Personally it is not his strategy because he thinks he can make 50% or more buying more established names. Higher risk than what he would be comfortable with. In his estimation, they are unable to grow oil at anything remotely close to today’s oil prices. High debt, declining production, declining product pricing which is a tricky situation to be in.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Unknown View
COMMENT MEG-T MEG Energy Corp Market Call (BNN TV) 2015-08-25 $10.640

Debt is extremely high. Unless there is a miraculous oil recovery, there can be serious repercussions. If he is right on oil, you could double your money, but if he is wrong, it would be a struggle.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Unknown 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
TOP PICK NBZ-T Northern Blizzard Resources INC Market Call (BNN TV) 2015-08-25 $3.680

Has fallen from $18 and he started buying at around $4. This company is 60% hedged on oil production next year, close to $80. Debt to cash flow is below 3X using Strip pricing. Have no debt maturity until 2022. Recently cut the dividend by 50%, and current yield is around 14%. Doesn’t see that being cut anytime soon. They are 100% Saskatchewan, so you have no exposure to the NDP uncertainty.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Yes View
COMMENT NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2015-08-25 $2.320

3rd largest manufacturer of gaming technology, and get a cut of the winnings from casinos globally. The fall in the stock is a little bewildering. Operationally things seem to be going very well. They finalized a $150 million acquisition of Chartwell and Cryptologic in June and raised $60 million at around $4.45, so you can buy the stock 40% lower without assuming a deal risk. Expects them to make $0.35 in earnings next year. Trading at about 6.5X in forward earnings and the CEO believes they can grow top-line at around 30% a year. That should translate into a minimum, he hopes, of 30% EPS growth. Board owns about 30% of the stock.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Yes 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 PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-08-25 $0.620

He is struggling with this. The market has to get comfortable with the new CEO in terms of whether they can deliver on their M&A acquisition targets. If they can, the stock is very, very cheap. At the same time they have about an 8%-10% organic growth.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Yes View
COMMENT POU-T Paramount Resources Market Call (BNN TV) 2015-08-25 $11.440

(Market Call Minute.) Staying away from this for now. Debt to cash flow next year is now in excess of 6 times. Debt is a little too high for his comfort level.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL 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 PUR-T Pure Technologies Ltd Market Call (BNN TV) 2015-08-25 $5.560

Has owned this in the past, but has struggled that for several quarters they have made almost no money. Have lots of EBITDA, but have never been able to generate significant EPS. It has always carried a premium multiple. Seemed to have stumbled in their last quarter and even the quarter before. They are now in a “show me” stage.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL No View
COMMENT PWT-T Penn West Petroleum Market Call (BNN TV) 2015-08-25 $0.850

Struggles to see equity value in this company unless you are a really, really big oil bull. Operationally they have achieved inferior results in all of their operations compared to any other companies in their plays. Management has been a little aggressive in the use of financial leverage. They need to sell assets to pay down debt.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL 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
COMMENT RRX-T Raging River Exploration Market Call (BNN TV) 2015-08-25 $7.000

(Market Call Minute.) Super quality management team and it trades as such. They are increasing (?) their growth rate eventual into a dividend model. Good CEO. It’s just that the multiple is a little rich compared to other opportunities.

Eric Nuttall OIL, GAS & SMALL-CAP CANADIAN BULLISH on OIL Unknown View
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