| X |
: T.V. Program Date YYYY-MM-DD , Stock Symbol |
|
A Commentary |
Market Call Tonight (BNN TV) |
2010-07-29 |
$0.020 |
The market is going sideways. Little up days and then some backpedaling. He looks for special situations in this market: mergers, deals. He has faith that we will stagnate 'nicely'. Dividends will stay loved. They are up to half of total returns over long terms. Stay invested in quality situations with dividends. |
N/A |
|
Michael Smedley |
CANADIAN |
DEFENSIVE |
Unknown |
|
ABX-T |
Market Call (BNN TV) |
2010-07-29 |
$42.000 |
Looking for a strong 2nd half. Trades at about a 2/3rds discount to some of the other majors. |
TOP PICK |
|
Charles Oliver |
CANADIAN RESOURCE |
BULLISH on GOLD |
Yes |
|
AEM-T |
Market Call Tonight (BNN TV) |
2010-07-29 |
$57.090 |
Long established company. Has been working in a highly productive area of Quebec. Nice operation in Finland also. It’s in a downward path. Tends to go into smaller ones at the moment. He isn’t buying right now. |
WEAK BUY |
|
Michael Smedley |
CANADIAN |
SELECTIVE |
No |
|
AGT-T |
Market Call Tonight (BNN TV) |
2010-07-29 |
$32.410 |
(Top Pick Aug 26/09, Up 50%) Can go much higher if you take a long-term view. Becoming a world leader in this field. |
PAST TOP PICK |
|
Michael Smedley |
CANADIAN |
DEFENSIVE |
Yes |
|
AXM-X |
Market Call (BNN TV) |
2010-07-29 |
$0.080 |
About 7 million ounces of gold in the Central African Republic. Were in the process of being sold to a new management last December but that fell through and is currently dead money. |
DON'T BUY |
|
Charles Oliver |
CANADIAN RESOURCE |
BULLISH on GOLD |
Yes |
|
BPO-T |
Market Call Tonight (BNN TV) |
2010-07-29 |
$16.040 |
Highest quality in the land. He has been holding it for the long term. Very well run company. Heavyweight in New York and Manhattan. Can’t say anything against it. 3.6 Dividend. |
STRONG BUY |
|
Michael Smedley |
CANADIAN |
SELECTIVE |
Unknown |
|
BVF-T |
Market Call Tonight (BNN TV) |
2010-07-29 |
$22.690 |
Being taken over, but he likes it. Tremendous cash flows, tax benefits. It’s going further. |
TOP PICK |
|
Michael Smedley |
CANADIAN |
DEFENSIVE |
Yes |
|
CAN-X |
Market Call (BNN TV) |
2010-07-29 |
$2.030 |
Gold play in Tanzania. Have come up with some great drill results and have been successful with follow-up drilling. Has run a little ahead of itself on the valuation but would like to get in at a lower price. |
BUY on WEAKNESS |
|
Charles Oliver |
CANADIAN RESOURCE |
BULLISH on GOLD |
No |
|
CAR.UN-T |
Market Call (BNN TV) |
2010-07-29 |
$15.370 |
(A Top Pick Sept 9/09. Up 25.86%.) |
PAST TOP PICK |
|
Charles Oliver |
CANADIAN RESOURCE |
BULLISH on GOLD |
Yes |
|
CLQ-T |
Market Call Tonight (BNN TV) |
2010-07-29 |
$0.620 |
Doesn’t know how much the market will be overloaded with lithium. It has to develop its asset. If you believe in the onset of electric cars, then you could speculate on this. Main competition is American Lithium. |
SPECULATIVE BUY |
|
Michael Smedley |
CANADIAN |
SELECTIVE |
Unknown |
|
COS.UN-T |
Market Call Tonight (BNN TV) |
2010-07-29 |
$27.560 |
Has been some gentle fear in the air that while strongly held, is a bit vulnerable to endless cash flow. If it has losses, then it can continue not to pay tax. As a result of strategies to avoid tax, distributions may exceed cash flow. They are a major in the oil sands. |
Comment |
|
Michael Smedley |
CANADIAN |
DEFENSIVE |
Unknown |
|
DGI.UN-T |
Market Call Tonight (BNN TV) |
2010-07-29 |
$7.470 |
Got a great tradition of software. It’s a solid company. Not been stellar in terms raising its revenue in the last year. Hold for income and reliability. Inroads into government. Could get taken out one day. |
HOLD |
|
Michael Smedley |
CANADIAN |
DEFENSIVE |
Unknown |
|
EQN-T |
Market Call Tonight (BNN TV) |
2010-07-29 |
$4.700 |
Zambia based copper producer. Stock has been improving in the last few days. It gets waterlogged in the mid-$4 range. Owned it for the long term. Doesn’t know how much higher it goes until either it expands its copper asset or the price of copper goes up. |
BUY |
|
Michael Smedley |
CANADIAN |
SELECTIVE |
Yes |
|
GAM-T |
Market Call (BNN TV) |
2010-07-29 |
$6.070 |
Has come off quite dramatically and he has been looking at it. Has a strike at one mine as well as some operational difficulties. Didn't achieve objectives in the last couple of quarters. Open pit has a 5-year life and then they'll have to go underground. A “show me” story. |
HOLD |
|
Charles Oliver |
CANADIAN RESOURCE |
BULLISH on GOLD |
No |
|
HBM-T |
Market Call (BNN TV) |
2010-07-29 |
$12.730 |
Of all base metals, zinc is the one he is most positive on because China has increased zinc consumption but is cautious about a double dip in the economy. Great base metal company with lots of cash. Likes the new CEO. Would like to see the company broken up which would give it a lot more upside. |
Comment |
|
Charles Oliver |
CANADIAN RESOURCE |
BULLISH on GOLD |
Yes |
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