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Compiling comments that experts make about stocks while on public TV.

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-22 $0.020

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

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

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

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

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

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

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

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2015-04-22 $27.720

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

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

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

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

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

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

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

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

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

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

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

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
PAST TOP PICK CXI-T Currency Exchange Intl. Market Call Tonight (BNN TV) 2015-04-22 $29.720

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

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
TOP PICK DCI-T DirectCash Payments Inc Market Call Tonight (BNN TV) 2015-04-22 $16.950

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

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT DIV-T Diversified Royalty Corp. Market Call Tonight (BNN TV) 2015-04-22 $2.850

He looked at this as a possible Short idea. One thing that struck him is that it isn’t actually diversified in spite of its name, it only has one investment, casual dining in Western Canada. So for him, the risk profile is not something he feels very comfortable with, particularly with what is happening in Western Canada. Until it actually becomes diversified, he doesn’t think he wants to hold it. He would prefer Grenville Strategic Royalty (GRC-X), which has about 24 names.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2015-04-22 $15.170

Still loves the name. 5% yield. Very cheap relative to the sector. The street is not giving them any credit for their sub-metering business, which is going to supply the growth in the long term. Have a number of initiatives going on in their core business that can get reasonable organic growth. They have the ability to pass price increases on. Also, doing more business in the air-conditioning and heating business, which tends to have bigger tickets in the types of equipment they are using.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
PAST TOP PICK GCG.A-T Guardian Capital Group Market Call Tonight (BNN TV) 2015-04-22 $18.570

(A Top Pick April 16/14. Up 9.64%.) Long and Short Bank of Montréal (BMO-T). In 2001, they sold their mutual fund business to Bank of Montréal in exchange for 5 million shares. Have been sitting on these shares since 2001. He looks at the value of those plus some of their other listed investments, and in the last quarter it comes to about 89% of Guardian’s value. For the stub that is left, you are paying next to nothing for it. Thinks this is worth a lot more.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT GRC-X Grenville Strategic Royalty Market Call Tonight (BNN TV) 2015-04-22 $0.830

They take about a 2.5% royalty on average, from smaller companies. Instead of paying to be invested in a venture capital fund, you are being paid the dividend from this. This gives you exposure to 20 names at a time, but not paying the fees of a venture capital fund. A fairly lucrative business. Dividend yield of about 6%.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2015-04-22 $45.130

This is a prime target that US hedge funds use if they want to Short the Canadian housing market. The reason is that banks are not as focused on the housing market.  A great company and very well-managed. They had 2 quarters where there were misses, and the share price reacted quite negatively. Good company, but just expensive at times.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Unknown View
COMMENT IT-T Intertain Group Market Call Tonight (BNN TV) 2015-04-22 $15.030

This and a couple of other gaming stocks did very well last year. Part of the reason was that people were looking for anything that was non-resource for a large cap investment. This had a nice growth profile in terms of its acquisitions. At this price, there are worse places you could put your money.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT LIF-T Labrador Iron Ore Royalty Market Call Tonight (BNN TV) 2015-04-22 $13.080

Because he is not a direct investor in resources, he asks that you take his comments with a grain of salt. Rio Tinto (RIO-N) is thinking about putting Labrador Iron Ore up for sale, as a consequence you might actually get a better lift on this royalty. He would be a little bit nervous about the dividends because the steel industry and steel suppliers are having a pretty rough time.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
COMMENT NYX-X NYX Gaming Group Ltd Market Call Tonight (BNN TV) 2015-04-22 $4.250

This had a right of 1st offer on assets that were coming out of Amaya (AYA-T). Thinks the $150 million acquisition was announced just recently. Ironically the share price traded off because investors are conscious of the fact that they have to finance this in some way. The street is probably thinking it will be 50% equity and 50% debt, which probably means an equity raise coming. Really likes this name on a fundamental basis. They have a broad spectrum of games and a broad spectrum of customers, and are not involved in the marketing per se, but in the technology. He likes this lower risk approach to the gaming sector.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call Tonight (BNN TV) 2015-04-22 $2.560

Has very little insights as to what their business does. Because of this, he is very happy to stay on the sidelines. He doesn’t see what real insights we can have.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN No View
HOLD SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2015-04-22 $38.480

If you are going to stay in oil and gas, this would be the last stock that you would sell. It’s hard to see a lot of upside in the stock until oil prices really start to recover. He continues to have a small position in this.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
TOP PICK SFD-X NXT Energy Solutions Market Call Tonight (BNN TV) 2015-04-22 $2.000

There are not too many oil/gas related companies that are trading at 5 year highs. Their business is helping companies explore for oil and gas, and a lot of their prime customers are the national oil companies, which tend to be revenue maximizing rather than profit maximizing. When crude prices halve, ironically they want to produce more in order to get the revenues to their client, which is the government. Just announced a very large deal, $13 million US, and are going to have 80% margins on that. They expect to start flying in this quarter and will probably finish the flying by the end of the 3rd quarter, so all that revenue will be reflected in there. Also have a full library of data that they are just starting to monetize, which they are going to inject into vertical oil/gas companies. With no capital on their own, they’re going to have a big stake in these companies. They’ll get a royalty stream from them as well as future business.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
PAST TOP PICK VEEV-N Veeva Systems Inc Market Call Tonight (BNN TV) 2015-04-22 $27.120

(A Top Pick April 16/14. Down 19.84%.) Short. It is often the case with a Short that you not only have to get the story right, but also the timing. This hasn’t quite materialized yet. This is a very expensive stock at 80X this year’s earnings and 40X EBITDA. If this is a fast growth company, people are sometimes going to be in those kinds of multiples, but this is in a very slow growth industry. For their kind of industry, it is hard to justify the multiples.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
TOP PICK WJA-T Westjet Airlines Market Call Tonight (BNN TV) 2015-04-22 $27.350

Short (and Long Allegiant Travel Company.) This airline, Air Canada (AC-T) and all airlines globally benefited from the huge drop in crude oil and jet fuel prices. A lot of the customer base for this airline is in Western Canada, so they are going to be impacted. Also, for the weaker Cdn$ it is going to be more expensive to travel abroad.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-31 $0.020

Markets. We are dealing with increased volatility in the stock markets. US stock market is trading at about 15-16 times. When you have ultimate yields below 2%, technically from that perspective, the yield from the equity markets is cheap relative to bond rates. In the US there is a 3%-4% GDP growth. Europe is not hurting by quantitative easing, which leads to higher equity markets. The Fed will most probably raise rates, but are not going to raise them aggressively. Just like last year, he thinks the winter was brutally hard for Northeast US and the Midwest, and that definitely impacts GDP growth. Like last year, he won’t be surprised to see 4% GDP growth in the US. European companies are actually making more money because of the opposite effect of US foreign exchange. We still haven’t seen the fall through of consumer behaviour on lower gasoline prices. When you add everything and the fact that rates are going to go up aggressively, he thinks there will be continued earnings momentum and the stock market should gently go up for the next 6-12 months. The most washed out sector is Canada, which has underperformed for 3 years. Considering where the US$ is, he would be a lot more comfortable deploying money into Canada. Valuations are slightly cheaper than in the US.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET _N/A View
WEAK BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-03-31 $0.020

REITs. There are 2 situations. 1.) Alberta is having a slow down and 2) office and retail seem to be having problems, especially retail, because of e-commerce. That is going to take years to deploy, but it is kind of gnawing at the fringe. When interest rates go up, REITs get hurt, but from a valuation they are neither cheap nor expensive. He would say they are in the 7th inning of a 9 inning game. He wouldn’t expect much from them.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Unknown View
DON'T BUY AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2015-03-31 $5.050

This is a play on industrial space, which at some point in time can be great to own, but at other times not. However, this is trying to focus and grow more into the US. Good managers. Distribution is safe as they only pay out around 70%-80% of their income coming in. At the late cycle that we are in, he would probably avoid this.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
BUY BEI.UN-T Boardwalk REIT Market Call (BNN TV) 2015-03-31 $58.950

Has been unfairly hit. Incredibly conservative. Doesn’t give as high a yield as Riocan (REI.UN-T), but they have the ability to buy back stock. Have been hurt by about 10%-15% because of Alberta. This is cheap and is probably worth $60-$70 once you look through this cycle.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
DON'T BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2015-03-31 $63.540

His least favourite of the banks. It has a large exposure to Latin America and is focused on the global market in wholesale banking. The banking world is very competitive right now. This bank is well capitalized and well rated, but Latin America is under stress.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
TOP PICK BTB.UN-T BTB Real Estate Investment Trust Market Call (BNN TV) 2015-03-31 $5.000

Québec industrial, retail and office. The biggest knock is that they had over distributed and were overleveraged. 3 years later, they have increased their distribution. Have had good re-leasing of their properties. Have room to grow and to increase their distributions. Québec and Ottawa are doing just fine in this space. Yield of 8.7%.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
COMMENT CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2015-03-31 $13.480

Fantastic assets. They are all mostly anchored in very defensive tenants. Consistency is fantastic. Gives a very good yield. In this late stage of the cycle, you probably want to go defensive. Only trading at around 15X AFFO. Not cheap, but not expensive.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
COMMENT D.UN-T Dream Office REIT Market Call (BNN TV) 2015-03-31 $26.350

Focuses on office, retail and a bit of industrial. They used to be focused only in Alberta, but have diversified out of that, but are still about 40%. He doesn’t like the story or their assets and thinks there is going to be real softening in their core businesses in Alberta. Also, doesn’t like the management agreement where they get paid on asset growth, not profitability. Company pays out about 90%, which is a little high, but distribution should be fine.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
BUY on WEAKNESS DR-T Medical Facilities Corp. Market Call (BNN TV) 2015-03-31 $17.100

Recently sold his holdings. They do surgical centres in South Dakota and Oklahoma. A little bit affected by Obama care, but these are specialized centres that get referrals. Have executed incredibly well. Had thought values were a bit stretched, and didn’t think they were going to repeat going forward what they had done in the past. Good managers. He would wait for a cheaper entry point.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
COMMENT EXE-T Extendicare Inc Market Call (BNN TV) 2015-03-31 $7.510

Sold their US holdings, so now it is a cleaner story. Has always thought that in the senior space, the simpler the better. They just acquired Rivera Homes which will help stabilize, as it is accretive to cash flow. As long as they continue executing, there is a chance this will continue going further. Valuation is cheap. They can certainly pay the 7%-8% dividend and there is probably some upside potential. He wouldn’t be surprised if institutions start gravitating towards this sector.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
DON'T BUY HCG-T Home Capital Group Market Call (BNN TV) 2015-03-31 $42.560

Would not want to own this in this late stage housing cycle. They deal with the subprime market. Recently missed their earnings. This space is a very competitive market.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
COMMENT INN.UN-T InnVest Reit Market Call (BNN TV) 2015-03-31 $5.770

Owns a lot of mid-tier hotels. Back in the days when there was a huge recession, and the Cdn$ was at an all-time high and US travellers were at an all-time low and with hotel properties always having to be refurbished, it was a terrible dynamic. Now we are starting to see US tourists come back. This is probably not a bad time to own. He wouldn’t own it because he still thinks it is too risky.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
DON'T BUY L-T Loblaw Companies Ltd Market Call (BNN TV) 2015-03-31 $61.920

4th quarter results were a little disappointing. Valuation trades at 18 to 20 times. Even though they are going to get a bump from Shoppers there is still chronic oversupply in the grocery store business. Too much competition. He would avoid this until it goes down at least 10%.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
PAST TOP PICK LNF-T Leon's Furniture Market Call (BNN TV) 2015-03-31 $14.610

(A Top Pick Feb 11/14. Up 1%.) Took half his position down, because it got ahead of itself at around $18. A fantastic company in one of the worst businesses. Furniture is terrible, so you want the best in class. About 30% of their stores are in Alberta, so there is expectation that furniture sales will go down. There is a partial truth to that, but they are well diversified geographically. He would probably be a Buyer rather than a Seller at this point. It’s early days, but there will be integration and synergies coming from the Brick acquisition.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
PAST TOP PICK MEQ-T Mainstreet Equity Corp Market Call (BNN TV) 2015-03-31 $37.570

(A Top Pick Feb 11/14. Up 2.74%.) This is a “wait and see” kind of story. Have a great balance sheet and are getting funding of about 2% through CMHC. Heating costs have dropped. Great management. Trading at about a 20% discount to its NAV, so it is outright cheap here. This is a buying opportunity.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
COMMENT PKI-T Parkland Fuel Corp Market Call (BNN TV) 2015-03-31 $24.870

Strong management. Great execution. They buy tuck in acquisitions as well as large acquisitions. This is all about the retail and the middle side of the oil processing such as fuel delivery. Lost the Suncor (SU-T) contract about 1.5 years ago, but have replaced it. Also, a conservative company from a payout perspective. Dividend is not only sustainable, but he wouldn’t be surprised, if they don’t do as much in acquisitions, they will increase their payouts.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
DON'T BUY REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2015-03-31 $28.970

At this point in time this REIT is not one to consider. You are dealing with an onslaught of E-Commerce, and they own a lot of Big Box retailers. It is going to be a struggle. Its not going to kill their business, it’s just that the dynamics doesn’t help them. Great management. He prefers apartment REITs. (He owns their bonds.)

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
DON'T BUY S-T Sherritt International Corp. Market Call (BNN TV) 2015-03-31 $2.090

Bonds? He doesn’t own any thing in this company because of 1) the big Ambatovy mine in Madagascar took a little longer and the overall nickel market is terrible. 2.) He had owned their bonds because of their Saskatchewan assets, but once they sold off, it became a lot riskier. The underlying commodity has now sewered. For the bond, they have enough cash flow to do all right, but you need a recovery in the price of nickel.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
COMMENT SIA-T Sienna Senor Living Inc Market Call (BNN TV) 2015-03-31 $14.830

This is generally a very solid business, because you have the province funding the healthcare costs. Good demographics. As a sector, it was always cloudy because of the US exposure, but now they have sold those off and it will be a clean sector. He wouldn’t be surprised if institutions start gravitating towards this sector.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
COMMENT STB-T Student Transport of America Ltd. Market Call (BNN TV) 2015-03-31 $6.860

Just announced they got a big contract in Colorado. Issued equity to pay down their convertible debenture, so they want to get their debt down. Stock has gone sideways, which it is supposed to do, because it is a very steady business. Valuations are not extreme. One the things that helps them is that fuel costs have dropped substantially. Yield of around 6%-7%. Looks interesting.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET No View
HOLD SU-T Suncor Energy Inc Market Call (BNN TV) 2015-03-31 $37.010

This is all about oil prices. Oil companies have actually outperformed the oil price, because they are looking on a forward curve. This is one of the best managed and best asset classes for oil and gas development. In the current situation they will probably view the current situation as an opportunity to acquire cheap assets.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Unknown View
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2015-03-31 $54.210

In his opinion, this and Royal (RY-T) are the best in class. You not only get stability from the Cdn retail, but also half their assets are in the US. They are just beginning to get synergistic between the 2 countries. Cheap relative to Book Value.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
TOP PICK TMC-T Timbercreek Mortgage Investment Market Call (BNN TV) 2015-03-31 $7.940

(A Top Pick Feb 11/14. Down 7.12%.) This is a mortgage investment Corp. Has been hurt because they had prepayment issues last year. Has heard that insiders have been aggressive buyers of the stock. A good asset class to own. Yield of 9.33%.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
TOP PICK XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-03-31 $5.500

This has been hit too hard and there is real value in it. Came out with weaker numbers and a higher churn last quarter. He believes there are one-offs that will help fuel the growth. The US Sirius XM is hitting new highs, so there is a disconnect between Canada and the US. With new car sales growing and with the used car market they are focusing on, this is a great free cash flow story. Trades at about a 20% discount to its US counterpart. Dividend yield of 7.69%.

Paul Gardner, CFA LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME BULLISH on CANADIAN MARKET Yes View
PAST TOP PICK 4755-JP Rakuten Inc Market Call Tonight (BNN TV) 2015-02-24 $0.000

(A Top Pick Nov 4/14. Up 48.3%.) The AliBaba (BABA-N) of Japan. They have been making some interesting acquisitions.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-02-24 $0.020

Economy. With a pullback in commodity prices, the whole economy has been getting a lot of tailwinds, which has been reflected in some of the companies related to manufacturing in the US as well as retailers. Energy has affected the US equity markets such as Starbucks, fast food companies, retailing groups, which are all hitting new highs. Right now it becomes a difficult exercise to pick the winners. Valuations look stretched to him, but he thinks there is room to grow from where we are.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC _N/A View
TOP PICK AIG-N American International Group Market Call Tonight (BNN TV) 2015-02-24 $55.040

There are some interesting tailwinds that he sees in their balance sheet. He thinks you could see this continuing to grow. Book Value had a recalibration in the last 2 quarters. Growth in Book Value is what you are looking for in companies like this. Yield of 0.91%.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2015-02-24 $11.470

Got hit badly on account of its whole Western Canada theme where everything was thrown into the dustbin that had the name energy written on it. This is one of the babies that fell into the bath water. A lot of analysts have been revising their target downwards, but there are a bunch of catalysts in this company. One is a 45% ownership of an airport concession as well as its construction business and its backlog. Yield of 3.14%.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
WATCH BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2015-02-24 $84.690

This is going to be a good company with the surge in e-commerce. Had a very good run, post its IPO, but pulled back because of litigation issues. The factor that could drag this company is the reporting and lack of clarity sometimes. If you get past that hurdle over the next 2-3 quarters, you could see a snap back in the name.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT BLK-N Blackrock Inc. Market Call Tonight (BNN TV) 2015-02-24 $378.110

Dividend seems to be very high. They have benefited immensely from pretty smart investments in real estate. Now they have come up with 2 big energy funds. Because of its historic investments, the dividend quality will now need to be assessed.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
DON'T BUY GE-N General Electric Market Call Tonight (BNN TV) 2015-02-24 $25.390

Earnings and revenues seem to be flat along with its metrics. The chances of it breaking through $25-$27 are remote.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
PAST TOP PICK GLW-N Corning Inc Market Call Tonight (BNN TV) 2015-02-24 $24.780

(A Top Pick Nov 4/14. Up 20.4%.) The rationale was its whole exposure to Gorilla Glass, and now the new business, potentially automobiles and other businesses that they are getting exposure to. Good dividend name with power to grow.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Yes View
PARTIAL SELL IFC-T Intact Financial Market Call Tonight (BNN TV) 2015-02-24 $88.650

Had a very good run because of the macro economic tailwinds. Fundamentally has a strong management team and it is growing. Stock looks pretty toppy at these levels, but on a fundamental basis it stacks up quite well when compared to others. A good entry point is when it is trading below Book Value and you exit when it is trading at a premium to Book Value. Currently it is trading at a good premium to the Book Value, so it is not a bad idea to take some money off the table.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
COMMENT LNR-T Linamar Corp Market Call Tonight (BNN TV) 2015-02-24 $77.090

Has always liked this. There is room to grow for all companies connected to the auto industry. Fundamentally the balance sheet is stronger than ever. Has had a very good run. If you are looking at it from a dividend paying perspective, the yield has basically dropped to nothing right now.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
DON'T BUY LYG-N Lloyds TSB Group PLC Market Call Tonight (BNN TV) 2015-02-24 $4.890

A turnaround situation. There is a catch up in terms of companies that are recalibrating their business and operating efficiencies. Coming close to trading at a higher premium to its Book Value. You need to focus on the earnings power of the company and the return on investment equity. His concern is that there is still room to feel more comfortable given the massive amount of headwinds that these institutions are facing. He would be a little cautious.

Prakash Hariharan GLOBAL EQUITIES & DIVIDEND PAYING STOCKS OPTIMISTIC Unknown View
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