| X |
: T.V. Program Date YYYY-MM-DD , Stock Symbol |
|
A Commentary |
Market Call (BNN TV) |
2010-03-19 |
$0.020 |
Canadian banks? Some look reasonably priced and are back at levels they where except for Bank of Montreal (BMO-T) and Commerce (CM-T). If a long-term investor, you could step into them, especially BMO and Commerce, which have some pretty good yields. |
BUY |
|
David Cockfield |
CANADIAN |
BULLISH |
Yes |
|
AET.UN-T |
Market Call (BNN TV) |
2010-03-19 |
$21.370 |
(A Top Pick March 9/09. Up 95.87%.) |
PAST TOP PICK |
|
David Cockfield |
CANADIAN |
BULLISH |
Yes |
|
AX.UN-T |
Market Call Tonight (BNN TV) |
2010-03-19 |
$11.780 |
One of the best performing REITs. Western-based. Have a lot of small deals. Too much debt and too high a payout ratio but are getting a lot of followers. Very credible group. |
BUY |
|
Charles Dillingham |
REIT's |
CAUTIOUS |
Yes |
|
BA.UN-T |
Market Call (BNN TV) |
2010-03-19 |
$25.890 |
Good yield. There is concern that there will be a cut in the payout when it gets closer to the conversion date but part of it is priced in. If it should drop because of a price cut, he would add to his position. On a 25%-30% cut you still have a reasonable yield. |
BUY on WEAKNESS |
|
David Cockfield |
CANADIAN |
BULLISH |
Yes |
|
BAM.A-T |
Market Call Tonight (BNN TV) |
2010-03-19 |
$24.990 |
$6-$7 billion in cash. International holdings including England, Australia, US and Canada. Good management. |
TOP PICK |
|
Charles Dillingham |
REIT's |
CAUTIOUS |
Yes |
|
BBD.B-T |
Market Call (BNN TV) |
2010-03-19 |
$5.870 |
Have been making some pretty spectacular deals over the last couple of months. Not a bad longer-term buy. If it got near $7-$8 he would start edging out of the stock. |
HOLD |
|
David Cockfield |
CANADIAN |
BULLISH |
Yes |
|
BCE-T |
Market Call (BNN TV) |
2010-03-19 |
$30.370 |
(A Top Pick March 9/09. Up 35.9%.) |
PAST TOP PICK |
|
David Cockfield |
CANADIAN |
BULLISH |
Yes |
|
BEI.UN-T |
Market Call Tonight (BNN TV) |
2010-03-19 |
$40.200 |
(A Top Pick Apr 29/09. Up 50.3% excluding yield.) Apartments. Payout ratio of about 80%, 4% yield and low debt. Have a lot of cash but the low interest rates are hurting them. High quality. |
PAST TOP PICK |
|
Charles Dillingham |
REIT's |
CAUTIOUS |
Yes |
|
CCO-T |
Market Call (BNN TV) |
2010-03-19 |
$28.060 |
Too much risk because of Cigar Lake and that the company has failed to address this risk in the past. Also, the price of uranium isn't doing much for anyone. |
DON'T BUY |
|
David Cockfield |
CANADIAN |
BULLISH |
No |
|
CPG-T |
Market Call (BNN TV) |
2010-03-19 |
$38.950 |
Most of its production is in oil. In the new Bakken area in Saskatchewan. Good operators. Yield is close to 7%. |
TOP PICK |
|
David Cockfield |
CANADIAN |
BULLISH |
Yes |
|
CSH.UN-T |
Market Call Tonight (BNN TV) |
2010-03-19 |
$7.250 |
Everyone says that nursing homes and retirement homes is a big growth market but it is a very hard market to make money at. Wouldn't buy if you are a conservative investor because there are risks to it. |
HOLD |
|
Charles Dillingham |
REIT's |
CAUTIOUS |
Yes |
|
CUF.UN-T |
Market Call Tonight (BNN TV) |
2010-03-19 |
$18.800 |
Quebec-based and have just expanded into the Maritimes. Well disciplined. They almost certainly have to come for an equity issue so wait around for that first. |
TOP PICK |
|
Charles Dillingham |
REIT's |
CAUTIOUS |
Yes |
|
CVE-T |
Market Call (BNN TV) |
2010-03-19 |
$25.360 |
On a longer-term basis, the tar sands is a less risky side of the business than the gas side and is a good distance away from this company. |
Comment |
|
David Cockfield |
CANADIAN |
BULLISH |
Yes |
|
CWT.UN-T |
Market Call Tonight (BNN TV) |
2010-03-19 |
$20.840 |
(A Top Pick Apr 29/09. Up 98.6% excluding yield.) He sold off too early. Very good retail entity with some of the best performance this year. Could be a little overpriced right now but still could be a buy. |
PAST TOP PICK |
|
Charles Dillingham |
REIT's |
CAUTIOUS |
No |
|
F-N |
Market Call (BNN TV) |
2010-03-19 |
$13.290 |
He has been avoiding large US stocks because of the currency exchange rates. Could be getting towards the top of the range so he may start looking at them again. This company has done a fantastic job of weathering the storm. Sales are excellent. |
WEAK BUY |
|
David Cockfield |
CANADIAN |
BULLISH |
No |
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