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 Market Call (BNN TV) 2017-07-27 $0.020

Markets.  He is surprised by how low the volatility is on the VIX.  These levels cannot continue going forward.  Investors have to be careful going forward.  Some caution is warranted.  You have to pick your points and not invest in the overall market.  There has been a lot of takeout activity and this is a sign of a toppy market.  It does not mean we have reached the top, however.  The gap between bonds and dividends has narrowed.  Now you take on more risk as you deploy capital in the equity market for dividends.  His fund has a negative view on commodities and he tries to stay away from them.

Andrey Omelchak CANADIAN CAUTIOUS _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-27 $0.020

Investing in resources is very dangerous and you have to make a call on the underlying commodity.  He encourages investors to make investments outside of these sectors.  If it seems too good to be true, then it probably is.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-27 $0.020

Oil:  You can bring new supply into the market.  Demand/supply is looking okay because there are all these alternative forms of energy.  Investing in oil over the long term is not viable.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-27 $0.020

Market. A cyclical movement index he uses is showing information that hasn’t been seen since the Great Depression and the tech bubble. This is cause for caution. He is looking at markets right now and there is really nothing that he would want to buy because everything is trading at such high multiples. Also, the earnings that are coming out are actually adjusted earnings, so he is not impressed. The “gap earnings” numbers are much lower than anticipated. Wall Street is allowing these numbers to flow through, but they are not generally accepted accounting principles. He is trading at about 20% Canada, 40% US and 40% International.

David Driscoll GLOBAL CAUTIOUS _N/A View
BUY ACQ-T AutoCanada Inc. Market Call (BNN TV) 2017-07-27 $19.970

They are doing a pretty good job of consolidating the auto dealer industry.  They were hit because a lot of them were in Alberta, but they are now going in the right direction.  It is a question of time until the stock price recovers, but he does not think it will hit its previous highs.  Be prepared to hold it for a while.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
BUY on WEAKNESS AD-T Alaris Royalty Market Call (BNN TV) 2017-07-27 $22.480

A good, solid company.  But a number of investments they made recently are having to be restructured.  The dividend is sustainable, with payout close to 90%. 

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
DON'T BUY AIM-T Aimia Market Call (BNN TV) 2017-07-27 $1.540

He cautions investors not to invest in AIM-T (Aeroplan) because they have only one customer.  It could be acquired by a company to integrate into other operations, but he thinks that is speculative.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-07-27 $48.410

This company’s long-term game is infrastructure. They are looking to buy ports, toll roads, etc. that will give them a long-term return after tax of somewhere between 5% and 10%. What happens in the short term should be irrelevant for the investor as well as management. They are looking for investments that you can’t buy on the stock market, that are going to provide a consistent revenue stream, allowing them to take the cash and buying more assets.

David Driscoll GLOBAL CAUTIOUS Unknown View
COMMENT BMW-GR Bayerische Motoren Werke AG Market Call Tonight (BNN TV) 2017-07-27 $0.000

BMW or Louis Vuitton as a 1st time purchase into Europe? He would recommend you be conservative first and get aggressive later. This one is cyclical. It would be better to go into a bank or an insurance company first, and after having made some money, look at other things. Has never owned any of the auto companies, simply because their capital expenditures usually wipe out any free cash flow.

David Driscoll GLOBAL CAUTIOUS Unknown View
BUY BNS-T Bank of Nova Scotia Market Call (BNN TV) 2017-07-27 $77.630

Canadian banks have done tremendously well over the last 10 years.  The regulators are doing a great job of making sure the industry is safe.  Everyone should own banks.  There has not been any big write-downs in the banks recently.  They are firing on all cylinders.  Don’t overpay for them.  BNS-T has international exposures to commodities, which has held them back a bit.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
PAST TOP PICK CHW-T Chesswood Group Market Call (BNN TV) 2017-07-27 $13.100

(Top Pick Feb 24/17, Up 3.56%)  A Top Pick again.  The growth rate remained great and they are a potential take out candidate. 

Andrey Omelchak CANADIAN CAUTIOUS Yes View
TOP PICK CHW-T Chesswood Group Market Call (BNN TV) 2017-07-27 $13.100

Small ticket equipment leasing to US companies.  They have a top management team that can manage risks as well as the company.  It has a 6.7% dividend that is sustainable and could be raised.  They are a prime takeout candidate for major financial services companies.  (Analysts’ target: $15.50).

Andrey Omelchak CANADIAN CAUTIOUS Yes View
COMMENT CSW.A-T Corby Spirit and Wine (A) Market Call Tonight (BNN TV) 2017-07-27 $21.920

This has its own little niche and a much smaller distribution than some of the larger names. The spirits business had struggles last year. There is nothing wrong with this one.

David Driscoll GLOBAL CAUTIOUS No View
SELL CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-07-27 $78.920

This has struggled on 2 fronts. They lost a big pharmacy benefit contract to Walgreens (WBA-Q), which cost them about 40 million prescriptions. Secondly, these are drugstores that are brick-and-mortar. A lot of retailers are starting to struggle because of Amazon (AMZN-Q). If he owned this, he would probably sell it.

David Driscoll GLOBAL CAUTIOUS No View
DON'T BUY DIV-T Diversified Royalty Corp. Market Call (BNN TV) 2017-07-27 $2.380

A healthy dividend yield, but once you adjust for onetime items it is about a 100% payout ratio.  Maybe they will grow into their dividend.  The management has done an okay job to date.  He prefers AD-T.  Be careful until they fix the problems with their payout ratio.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
BUY DRT-T DIRTT Environmental Solutions Market Call (BNN TV) 2017-07-27 $5.980

They did a great job in growing their business.  They make their installation in a fast, eco-friendly way.  A really innovative technology company.  He sees a pickup in the hospital area.  It’s just a matter of time until the stock price improves.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
PAST TOP PICK FCFS-N First Cash Financial Services Market Call Tonight (BNN TV) 2017-07-27 $58.950

(A Top Pick Aug 25/16. Up 16.18%.) Runs thousands of pawnshops, primarily in South America and Mexico, with a few in the US. This was a hedge against people who wanted to own the gold ETF.

David Driscoll GLOBAL CAUTIOUS Yes View
HOLD FSV-T Firstservice Corp Market Call (BNN TV) 2017-07-27 $83.350

You are better off holding on to this stock.  It is highly unlikely it will correct to its past lows.  What they are doing is very smart and very interesting.  They are adding a lot of value to their clients.  They generate predictable and consistent cash flow.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
TOP PICK FTG-T Firan Technology Group Corp. Market Call (BNN TV) 2017-07-27 $3.990

They are growing organically very nicely and making accretive acquisitions as well.  They have a record backlog right now that will translate into results next year and they expect their margin to increase after the most recent integration is complete.  (Analysts’ target: $5.28).

Andrey Omelchak CANADIAN CAUTIOUS Yes View
WEAK BUY HBC-T Hudson Bay Co. Market Call (BNN TV) 2017-07-27 $10.770

You have to get your head around the value of their real estate.  The whole retail space is under tremendous pressure.  It is just a question of when they are going to unlock those assets.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
BUY on WEAKNESS HCG-T Home Capital Group Market Call (BNN TV) 2017-07-27 $14.020

He believes the bad news is in the equation.  Warren Buffet has come in and provided capital for them to deploy into mortgages and this has really improved their situation.  The worst is behind them.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT IBM-N IBM Market Call Tonight (BNN TV) 2017-07-27 $145.070

This is in the penalty box. The problem is with having their AI and Watson on one side, and all the old hardware and systems on the other side. You have legacy assets that are not growing, and you have growth coming out of the other. Revenues for the last quarter were down 3% at constant currency. Growth profit margins are down year-over-year. Cloud is going to be a commoditized market, because you have Amazon (AMZN-Q), Salesforce (CRM-N) and Microsoft (MSFT-Q) in that area. It is really going to come down to Watson and how quickly they can write that Artificial Intelligence algorithm scalable to get market share and keep it. It could go sideways for a while and you’ll pick up yield, but hope that new services can grow faster than legacy assets is declining.

David Driscoll GLOBAL CAUTIOUS Unknown View
BUY on WEAKNESS ITW-N Illinois Tool Works Market Call Tonight (BNN TV) 2017-07-27 $140.820

A big industrial parts supplier. On their latest earnings, adjusted profits were up 16%, the highest quarterly income they’ve had in their history. Margins are 24%, an all-time record. The biggest rebound in the last quarter came from their welding and test and measurement. On the negative side, their auto business was flat. Trading close to an all-time high. This is a company with consistently growing free cash flow and dividends will follow. It is cyclical, so there will be volatility in down markets. He would wait for weakness to buy.

David Driscoll GLOBAL CAUTIOUS No View
TOP PICK JM-SP Jardine Matheson Market Call Tonight (BNN TV) 2017-07-27 $0.010

A big conglomerate that dates all the way back to the 1600s. They have the tentacles throughout China and other Asian countries, including Indonesia, Vietnam, etc. They have hotels, supermarkets, BMW and Mercedes dealerships, IKEA, 7-Eleven and even some Starbucks franchises. They have insurance. They’ve got Hong Kong land. If the Chinese market recovers, the US$ will start to fall and emerging market currencies will start to rise, and this company will start to make bigger profits. (Analysts’ price target is US$63.)

David Driscoll GLOBAL CAUTIOUS Yes View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-07-27 $130.830

This is fairly valued right now. He doesn’t own this because two thirds of the businesses are doing well, but the consumer side is falling away. The pharmaceutical side has been doing well. The dividend growth is only in the 6%-7% range. The stock is trading at a big multiple that could come under pressure.

David Driscoll GLOBAL CAUTIOUS No View
BUY KBL-T K-Bro Linen Inc Market Call (BNN TV) 2017-07-27 $40.290

They have done a really great job of consolidating the industry in Canada.  It is expensive to add new capacity.  He would be adding to the position.  It is a defensive and conservative position.  They could increase their dividend.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT KENBV.B-HEL Kone Oyj Market Call Tonight (BNN TV) 2017-07-27 $0.010

A Finnish elevator manufacturer. A cyclical business, but very well-run. He prefers Halma (?) out of Britain which makes sensors and smoke detectors. It generates considerable free cash flow that can grow 10% a year in revenues bottom line and dividends.

David Driscoll GLOBAL CAUTIOUS No View
TOP PICK LB-T Laurentian Bank Market Call (BNN TV) 2017-07-27 $54.150

Good management team that is focused on high return on equity activities and shutting down those that don’t have a good payoff.  They are rationalizing their branch locations.  It is a "Steady Eddie" company with a conservative payout ratio.  50% of their business is in Ontario and now they are expanding south of the border.  (Analysts’ target: $58.00).

Andrey Omelchak CANADIAN CAUTIOUS Yes View
COMMENT LVMUY-(OTC) LVMH Moet Hennessy Louis Vuitton SA Market Call Tonight (BNN TV) 2017-07-27 $0.000

BMW or Louis Vuitton as a 1st time purchase into Europe? He would recommend you be conservative first and get aggressive later. This one is cyclical and in retail, which is struggling. It would be better go into a bank or an insurance company first, and after having made some money, look at other things.

David Driscoll GLOBAL CAUTIOUS Unknown View
BUY MDA-T MacDonald Dettwiler & Assoc. Market Call (BNN TV) 2017-07-27 $63.540

It is difficult to replicate what they are doing.  You have to look at it with a 3-5 year horizon in mind.  They are receiving recognition in the US as a provider.  It is becoming a bit more predictable in its operations and you should see some multiple expansion after some volatility.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-07-27 $73.160

Dividends have been growing well since they first initiated them about 10 years ago. In their last quarter, they were up 10% in constant currencies. Commercial Cloud annualized revenues run rate is now $18 billion, and the growth has them on track to meet their goal of $20 billion. A quality company, with a good platform in all the right areas. They should be able to dominate the Cloud space.

David Driscoll GLOBAL CAUTIOUS No View
SPECULATIVE BUY MYM-CSE MYM Nutraceuticals Inc. Market Call (BNN TV) 2017-07-27 $0.000

Cannabis sector.  There is a lot of potentially positive news priced into this sector.  You have to be careful investing in this space until we know how big this space will be in Canada. 

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
TOP PICK NEE-N NextEra Energy Market Call Tonight (BNN TV) 2017-07-27 $144.650

This is in wind, solar and nuclear power, mostly in Florida. The company has been able to grow their dividends at about a 10% clip. They continue to add megawatts to their power grid, basically in solar and wind. There is a lot of growth moving forward because they have had to retrofit from coal to gas, but also added more solar which is good for the environment and for their coffers. Dividend yield of 2.7%. (Analysts’ price target is US$150.50.)

David Driscoll GLOBAL CAUTIOUS Yes View
PAST TOP PICK NZYMB-DC Novozymes A/S Market Call Tonight (BNN TV) 2017-07-27 $0.000

(A Top Pick Aug 25/16. Up 4.92%.) YTD this is actually up over 20%, because it was one of the European stocks that bombed last year and was down about 20%-25%. It makes enzymes which are good for the environment. Their next big step forward is going to be biofuels. Strong free cash flow, and overhead is very low. Dividends are growing at about 15%.

David Driscoll GLOBAL CAUTIOUS Yes View
PAST TOP PICK PAYX-Q Paychex Market Call Tonight (BNN TV) 2017-07-27 $60.140

(A Top Pick Aug 25/16. Up 1.4%.) On the interest rate rise, they made $3 million off the tax remittances which is about $4 billion every 2 weeks. Small businesses are usually the engine for the US growth and the economy. They have no debt and lots of cash flow. Dividend has been growing at roughly a 7%-10% clip.

David Driscoll GLOBAL CAUTIOUS Yes View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2017-07-27 $0.400

They changed their business model over the years, but he is skeptical of it.  There could be regulatory changes.  He feels it is better not to take those excessive risks at this time.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
PAST TOP PICK PIH-T Pacific Insight Electronics Market Call (BNN TV) 2017-07-27 $10.350

(Top Pick Feb 24/17, Up 9.46%)  A small cap company that has not yet been discovered.  There has been concern about the Trump impact, but it is so profitable and has such a high return on capital.  It will become more and more noticed by investors as they work on lighting for Tesla cars.

Andrey Omelchak CANADIAN CAUTIOUS Yes View
HOLD PLC-T Park Lawn Corp Market Call (BNN TV) 2017-07-27 $19.070

Business is not going anywhere.  They have made a number of acquisitions in Canada and the US.  It is a sable, predictable business.  You may see a takeout over the next several years.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
WAIT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-07-27 $22.220

They are awaiting regulatory approvals on a merger with AGU-T.  It is premature to make a judgment as to whether the two companies will see a lot of synergies.  It is better to be prudent and not put your chips into it at this time.  Wait for the consummation.

Andrey Omelchak CANADIAN CAUTIOUS Unknown View
COMMENT POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2017-07-27 $22.220

About a year ago, Agrium (AGU-T) made an offer to merge. The reason they wanted to merge is to be able to get Potash’s nitrogen business merging with Agrium’s retail business and their nutrients, which will give them the ability to get better prices. Those that own the Potash shares are going to get a pretty good deal, because they are getting strong free cash flow from Agrium. Both stocks have struggled this year because nutrient prices are down.

David Driscoll GLOBAL CAUTIOUS No View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-07-27 $64.230

The only Canadian bank he owns. He likes that he doesn’t have to buy a US bank because of their US operations. They are retail in nature, which reduces the volatility of capital market activities. Fee income is a big focus for them. The only downside threat that could be out there are auto loans. Because they are in the US, they tend to do better than the American banks, which tend to be very fractured. They don’t have the systems in place like Canadian banks do.

David Driscoll GLOBAL CAUTIOUS Yes View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-07-27 $64.230

He likes this company if rates rise in the US. They have opportunities in the US because it is a fractured industry. Retail oriented, so there is less volatility and safer, which accounts for a higher dividend over time, compared to the rest of the Canadian banks. Dividend yield of 3.7%. (Analysts’ price target is $71.)

David Driscoll GLOBAL CAUTIOUS Yes View
PAST TOP PICK XTC-T Exco Technologies Market Call (BNN TV) 2017-07-27 $11.280

(Top Pick Feb 24/17, Up 1.75%)  He is not too concerned about the auto sales in the US pulling back a bit.  This is normalization.  They continue doing a great job and can make accretive acquisitions.  He remains a buyer at these levels.  They pay a healthy dividend yield that could potentially increase going forward.

Andrey Omelchak CANADIAN CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-26 $0.020

Market. The economy in Canada and the US is fine, but some shorter-term technical indicators have deteriorated, and are giving him some doubts. He tracks 2 different sets of data on his top-down indicators to indicate whether he is in offense or defence. Economic indicators have been strong and have stayed fairly strong across the board. A few months ago, some technical indicators in the overall market started showing a little bit of weakness, so he moved his portfolios to neutral and raised the cash level. Lately he has started to see a few things improving, but it is probably a little too early to move his cash back into the market.

Bruce Campbell (2) CANADIAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-07-26 $0.020

Market. The Cdn$ has run up way too fast and is going to hurt some of our economic numbers, particularly on the trade side. Canada is the worst in the G7, and the Canadian market is lacking in enthusiasm. Economic numbers are okay. The recent pullback has been orderly, but it is still a pullback. We haven’t seen the last of it until we have at least seen some consolidation. He is hoping we will see some good earnings in the earnings quarter which will help perk things up. As long as the market is going down, people get worried.

David Cockfield CANADIAN & ETF's UNKNOWN _N/A View
TOP PICK AGF.B-T AGF Management (B) Market Call (BNN TV) 2017-07-26 $7.260

This has been having a huge turnaround lately. They brought on a new president who is focused on trying to get the performance more consistent with the underlying funds. That has slowed down the redemptions. Thinks the next step will be where they go from slowing down to where they will actually start to see net inflows. Dividend yield of 4.3%. (Analysts’ price target is $7.)

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT APH-T Aphria Inc Market Call (BNN TV) 2017-07-26 $6.630

Thinks this is ultimately going to be a huge growth business, and Canada is probably going to be the trendsetter as far as growth goes. Expects this will become one of those global companies that ends up taking massive market share as the years go by. He is waiting to see how provinces deal with this on regulations. If you are a longer-term investor, you just ride this out, but if you are a shorter-term investor, you should be tactical and when things are crazy and getting out of hand, you trade in and out.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
PAST TOP PICK BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-07-26 $58.290

(A Top Pick July 8/16. Down 0.23%.) If this gets down into the $57, it is definitely a Buy. This is for the dividends.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT BEW-X Bewhere Holdings Inc Market Call (BNN TV) 2017-07-26 $0.365

Given that their market cap is sub-$20 million, it is quite surprising that they’ve signed some of these deals such as Bell Canada (BCE-T) and Huawei out of China. They have technology that allows devices to talk to one another and can track assets. However, they’ve done it with low power. It is going to be a huge market for cell phone companies, as it allows them to go out and sell a whole new reoccurring revenue stream to customers that don’t have product with them right now. Expects that in the next few years this is going to show up on everyone’s radar, and will eventually get taken out by a larger company.

Bruce Campbell (2) CANADIAN UNKNOWN Yes View
COMMENT BKD-X Breaking Data Corp Market Call (BNN TV) 2017-07-26 $2.850

Artificial intelligence machine learning is such a huge thing these days. This company had the technology and a fairly interesting machine learning and AI background for a number of years. They recently did a merger where they acquired a significantly bigger company in Europe, and it has taken a little while for the stock to digest what has happened. Now it looks like there is some traction in the stock price. The company continues to add new users to their platform. Once they are able to turn on the monetization of all those users, there should start to be some revenue and cash flow.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
BUY BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2017-07-26 $77.470

A stock that has a different approach than your typical Canadian stock in that they are in the Caribbean and in Central and South America. Economically, those areas are growing at a much faster pace than the Canadian and US economies.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-07-26 $2.930

This makes 27.5, 30 and 32-foot buses, which are more efficient than running 40-foot buses on the same route. Traction has really started to gain in Canada. They’ve delivered 44 buses this year and said they are going to deliver 200, so production is going to have to be cranked up. He thinks they will get there. They just had an update and said earnings are going to be positive. They have a deal with a company out of the US that does manufacturing, so they have their “Buy America” certification now, which will help them get into the transit authorities. This could be a takeout candidate.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-07-26 $60.250

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
WAIT CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2017-07-26 $99.000

Thought this was a little expensive for some time, and yet it kept moving up. It is definitely overpriced at present levels. Multiples are quite high. The dividend is nothing to write home about. He would sit on the sidelines and see what happens over the next while.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
PAST TOP PICK CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-07-26 $9.830

(A Top Pick July 8/16. Down 49.62%.) The recovery in oil prices has been a lot slower than he had anticipated. The company is well-run. They can make money at present oil prices.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT CRH-T CRH Medical Corp. Market Call (BNN TV) 2017-07-26 $4.260

This has been hit extremely hard. It trades to a pretty significant multiple and probably got ahead of itself. On the news and speculation that some kind of reimbursement was going to come, the stock sold down. The code changes are not being reimbursed to the same degree. In the past, they’ve been able to use their currency to a certain degree to make acquisitions. They have just secured a bigger line, so it looks like they’ve shored up their business fairly well. Fairly good cash flow. The reimbursement is going to hurt them, and then the private pay insurance, the majority of their business, will end up coming down over time as well. They are going to have to replace the lost revenue with increased business, either organically or by acquisition.

Bruce Campbell (2) CANADIAN UNKNOWN Unknown View
COMMENT CXV-X BLVD Centers Corp Market Call (BNN TV) 2017-07-26 $0.125

This has been disappointing. They’ve changed their compensation program for managers, where they used to operate everything out of head office with no individual profit centres for their individual locations. Now, the individual manager is responsible for their profit and loss. He is hoping to see an uptick in profitability when this starts to come through, probably another quarter or two. Long-term this should be a very strong business, because they deal with addiction treatment in a number of different forms.

Bruce Campbell (2) CANADIAN UNKNOWN No View
HOLD DOL-T Dollarama Inc. Market Call (BNN TV) 2017-07-26 $124.140

This continues to fire on all cylinders. Numbers in the last few quarters exceeded analysts’ targets, and expects that will continue for some time yet. They’ve done a good job of increasing same-store sales as well as the number of stores. They’ve gone from a $1 format to higher price points, and are also accepting credit cards.

Bruce Campbell (2) CANADIAN UNKNOWN No View
WAIT ECA-T Encana Corp Market Call Tonight (BNN TV) 2017-07-26 $12.470

Today was a good day for oil stocks, but you can sit back and wait a little, to make sure of this present bounce in the price. If we get back to the low $50s, and the numbers keep coming in reasonably solid on the reduction in inventory, then you can step in. You might miss the first 5%-10%, but he would like to see more solid numbers coming in.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
WAIT EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2017-07-26 $21.050

This has come up with a plan which encouraged the market, but he feels the market has gotten a little ahead of itself. He hasn’t quite seen how the plan is going to impact them and work on a long-term basis. He would tend to be on the sidelines for a while.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
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