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) 2017-08-18 $0.000

Markets.  The chaos in Washington does nothing for him in terms of investing.  Both Obama and Trump had legislative gridlock.  A lot of what Trump has talked about has done nothing financially because congress has not wanted to play along.  He keeps waiting for ‘this great correction’ to happen in the US.  Valuations have gotten out of hand.  While the DOW has been hitting new highs, it has been because of AAPL-Q and BA-N.  If you look at an equal weight index, it has been going down.  The Canadian economy is probably one of the best in the world, but because our market is mostly financials and resource/materials, it has been one of the worst in the world.  The rising dollar has taken away any foreign gains you had and the rise in interest rates has taken from your fixed income investments.  Canadian investors have the worst of all worlds.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE _N/A View
DON'T BUY AC-T Air Canada Market Call (BNN TV) 2017-08-18 $0.000

You should never own airlines for the long term.  They are extremely cyclical industries.  They have done a wonderful job of taking costs out of their operations.  AC-T had a huge run and he does not know how long it will continue.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
COMMENT AMZN-Q Amazon.com Market Call (BNN TV) 2017-08-18 $0.000

People believe this is going to kill all of retail.  They do not yet make a profit.  They make amazing sales but don’t worry about making profits.  There was a time when people thought Wal-Mart would take over the world and drive other retailers out of business.  Retailers learned how to deal with and compete with Wal-Mart.  They adapted their operations.  He believes the same thing will happen with AMZN-Q.  It will not go away but not take everything over either.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK ARX-T Arc Resources Ltd Market Call (BNN TV) 2017-08-18 $0.000

Oil and gas company, mostly natural gas, mostly in BC.  A lot of that is explaining why it is acting as it is in the short term.  It has a secure dividend.  The problem is that it is in BC. He likes natural gas.  Buy things when they are beaten up.  They don’t yet pay a dividend and he does not see one until at least 2020.  They will benefit from rising interest rates.  (Analysts' target: $69.50).

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-08-18 $0.000

He owns PKI-T instead.  ATD.B-T is international and is way bigger.  They make more of their money from convenience store sales.  When the economy softens they don’t do as well.  They did a number of large acquisitions last year and the market wants time to digest them.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE No View
HOLD BA-N Boeing Market Call (BNN TV) 2017-08-18 $0.000

One of the two stocks that has been propelling the Dow.  Whether that continues remains to be seen.  Defense stocks in general have been doing well and the airline industry around the world has been doing well also.  This one has been doing well and he would almost be a seller of it now.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
HOLD BAC-N Bank of America Market Call (BNN TV) 2017-08-18 $0.000

If you are a long term investor, the financials are good, although they are rolling over in the short term.  He is not as big a fan of the major city banks as of the regional banks.  He would keep it.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
PAST TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2017-08-18 $0.000

(Top Pick sep 9/16, Up 0.65%)  He bought it when it was about $5 as an income stock.  They’re not as big in oil now but in municipalities.  This year it had a slow January.  The next two months were so good that they started to build more trucks.  Last week it reported excellent results.  But a short seller went very vocal.  He feels this is a great long term hold.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Yes View
TOP PICK BHF-Q Brighthouse Financial Inc. Market Call (BNN TV) 2017-08-18 $0.000

It is a brand new company.  It is the retail division of Met Life.  It is the retail division of Met Life, who will continue with institutional life insurance.  BHF-Q is doing variable rate annuities and personal insurance.  The stock went down because some sold off the stock they received from the split up because they did not want to be bothered with it.  (Analysts’ target: $69.50).

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK BKU-N BankUnited, Inc Market Call (BNN TV) 2017-08-18 $0.000

(Top Pick sep 9/16, Up 6.84%)  It went bankrupt during the crisis and was rescued and recapitalized.  It is headquartered in Florida and takes retail business but is mainly a commercial bank.  It is dependent on loan growth more than interest rate growth.  Loan growth has been a little sluggish but he feels it will go up.  He is putting new clients into it.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Yes View
PAST TOP PICK CARA-T Cara Operations Ltd. Market Call (BNN TV) 2017-08-18 $0.000

(Top Pick sep 9/16, Down 22.60%)  He is disappointed.  They have a big exposure to Alberta and the impact from oil going down.  Same store sales are starting to stabilize.  It is too cheap to see it here but it has probably seen its bottom.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Yes View
HOLD CASH CASH Market Call (BNN TV) 2017-08-18 $0.000

He has some of his clients’ money in high interest savings accounts.  It is an important investment asset.  If you are fully invested all the time and an opportunity comes along you have to sell something.  Your sell decision should be independent.  The longer you are in a market cycle then the more likely you are to have a market correction.  He is 10-15% cash for his clients.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY CGX-T Cineplex Inc Market Call (BNN TV) 2017-08-18 $0.000

He has never owned it because he is one of their best customers.  He has been finding that it is difficult to decide what to go and see and sometimes he considers not seeing anything.  They cannot pick and choose what to sell.  If it is a great movie season they benefit but if it is bad they suffer.  The movies are the tail that wags the dog.  He has yet to see where this movie season is going to turn around.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE No View
BUY on WEAKNESS CNR-T Canadian National R.R. Market Call (BNN TV) 2017-08-18 $0.000

It is the best run railway in North America.  They need increasing volumes in products and commodities to move.  They have a big exposure to cross boarder business and not so much to commodities.  Hopefully NAFTA stays as it is.  The dry weather out west could be bad for them.  Buy as they sell off.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Yes View
BUY GRC-N Gorman-Rupp Market Call (BNN TV) 2017-08-18 $0.000

The world’s largest manufacturer of industrial pumps.  It is the third generation of the family that are running it.  It has increased its dividend 44 years in a row.  What has held it back in the last couple of years is that they move fluids and some of it is oil and the weakness in that industry has hurt them.  That part of the business is starting to improve.  Their latest quarter was better than expected.  This will be a good long term stock to own.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY MFC-T Manulife Financial Market Call (BNN TV) 2017-08-18 $0.000

He owns others instead.  It comes down to quality of management and an ill-timed acquisition of John Hancock.  It continues to underperform and they may now spin it out or sell it.  It continues not to be a good performer.  They have hedged away a lot of the benefit they will get from rising bond prices.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE No View
HOLD OTEX-T Open Text Market Call (BNN TV) 2017-08-18 $0.000

A Software stock that he has owned for some time.  They are a consolidator, merging in companies and taking their costs out.  It was a buying opportunity when they slipped off after a bad quarter.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
TOP PICK PNR-N Pentair PLC (Ireland) Market Call (BNN TV) 2017-08-18 $0.000

They are in two main businesses: Electrical and Water solutions.  They are going to split the company in two in 2018.  They have raised their dividend for 40 straight years.  (Analysts' target: $67.00).

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Yes View
HOLD TD-T Toronto Dominion Market Call (BNN TV) 2017-08-18 $0.000

He is not big on TD-T but prefers BNS-T because it is less exposed to Canada and he likes the emerging markets exposure.  He is not that excited about Canadian banks because of the lack of loan growth and the housing question overhanging them.  The rising Canadian dollar takes away from the US operations. 

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
SELL TECK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2017-08-18 $0.000

He has trouble buying this one low and selling high.  This is generally a trade.  It is not going to run up again and so it is probably a better sell than a buy.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
DON'T BUY TSLA-Q Tesla Motors Inc Market Call (BNN TV) 2017-08-18 $0.000

It loses money and there is no prospect in the near future.  Its business is heavily subsidized by governments.  He does not like that.  There is a lot of work to be done before this market changes.

Norman Levine NORTH AMERICAN - LARGE SELECTIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-08-17 $0.020

Markets.  It is pretty quiet and he has been down to 3/4ths staff some days.  Trading volumes in the markets are down these days.  The repatriation of cash may now not happen and that is pressuring the S&P.  Year to date the US is up but in CAD$ really it is not.  Canadian markets are flat also.  Banks look attractive.  Energy is cheap, but you have to believe in the price.  The rest of the Canadian market is actually up.  Canada is not as cheap as it appears and you have to be a stock picker.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-08-17 $0.020

Market. This has been an impressive earning season off the 1st quarter, which was actually more impressive. We were up over 15% in the 1st quarter and over 10% in the 2nd quarter. Earnings are certainly driving this market, and validating the market. The VIX has been at historic lows. Today, we saw the market paying attention to what was happening in Washington. The worry is that the exodus of CEOs in the last few days, might be followed by Trump’s inner circle within the White House. The US economy is on solid footing. Companies are investing and spending again. Far too much attention is paid to politics and policies. Companies are taking advantage of a resurgence in global growth. We are in the procyclical market, which tends to last for a while, and are in the early stages of that move.

Gordon Reid US EQUITIES OPTIMISTIC _N/A View
COMMENT AMGN-Q Amgen Inc. Market Call Tonight (BNN TV) 2017-08-17 $167.810

A fabulous company and has done very well, but their drugs are very mature and make up a very large piece of their total revenue and portfolio. They are spending a lot of money on R&D which has some promise, but no guarantee that they are going to be able to replace the revenue flow. The stock is trading at about 12X earnings. Prefers something that has more current opportunities and a deeper pipeline.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
COMMENT AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-08-17 $960.570

A bit of a tough analytical exercise. CEO truly marches to his own beat and doesn’t care what Wall Street analysts think about his results, and doesn’t view the calendar as some sort of reason to start or end. In many cases, corporate America has fallen prey to the short-term, myopic view of success, quarter to quarter to quarter. Business isn’t built that way. However, it is very difficult to understand or predict in what direction he is going. Cash flow is growing dramatically. Earnings are all over the place. Capital expenditures are skyrocketing. He would prefer Facebook (FB-Q) instead.

Gordon Reid US EQUITIES OPTIMISTIC No View
BUY AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-08-17 $13.380

It’s an acquirer, mostly in the US, for growth.  There is a rumour they are about to make another acquisition.  If so, then the stock goes higher eventually.  It is a 3-5 year hold.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-08-17 $61.140

(Top Pick Jul 12/16, Up 6.45%)  We are going to see Circle K everywhere in Europe. 

$70s Bruce Campbell (1) CANADIAN LARGE SELECTIVE Yes View
PAST TOP PICK BA-N Boeing Market Call Tonight (BNN TV) 2017-08-17 $235.590

(A Top Pick September 7/16. Up 83.03%.) This has done fabulously well. They are in full production with the 737 and the 787, and has really become a cash flow story. Recently sold this based on “price exhaustion”, where a company does everything you expect of them, but the price rises to such a point that the valuation becomes extreme. Right now, it is trading at about 150% of its normalized multiple. It normally trades at 15-16 times earnings and is now trading at 23-24 times.

Gordon Reid US EQUITIES OPTIMISTIC No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-08-17 $23.640

This is early days for this bank. It still trades well below BV. Earnings are going to really grow dramatically as the yield curve steepens and interest rates start to rise.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
SELL BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-08-17 $3.170

(Market Call Minute)  A challenged balance sheet.  Get something with a better balance sheet because you might have to hold it for some time.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
WEAK BUY CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2017-08-17 $33.790

Mr. Swartz passed away in the last couple of days after being ill.  That is why you saw dislocation.  Along with other REITs it took a hit from higher rates.  It is okay to hold.  He would not want to hold retail REITs.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
BUY on WEAKNESS CGX-T Cineplex Inc Market Call (BNN TV) 2017-08-17 $41.840

He sold it.  They can only do so much.  They are trying to diversify.  By 2020 they want to be only one third exhibition business.  They had an earnings miss.  They spent captial, but have not realized the benefits yet.  If they miss next quarter that is the buying opportunity.  Buy it in thirds over the next 3-5 years.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
TOP PICK CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2017-08-17 $4.080

It is an oversold E&P.  They did a financing that got messed up and then repriced.  The circumstances really floored the stock price.  It has almost a 10% yield, but it is not a red flag.  The issue was at $5.75.  Fundamentals will drive it higher.  (Analysts’ target: $6.75).

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Yes View
WEAK BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-08-17 $106.670

The high beta Canadian bank.  They have most of their expsosure to Canada.  They put on the most new Canadian mortgages over the last two years.  If you are confident that everything is okay then it is fine.  He as a different pick in the Top Picks today.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2017-08-17 $101.210

(Market Call Minute)  Get it under $100 if you can buy.  It is a nice offset if you own pipelines.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-08-17 $8.680

(Market Call Minute)  It will rebound nicely eventually.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
DON'T BUY CSX-Q CSX Corp Market Call Tonight (BNN TV) 2017-08-17 $48.880

Hunter Harrison is controversial because he comes in with very strong ideas on how to create efficiencies and get operating ratios down. The multiple on the stock, in anticipation of Hunter Harrison coming in, grew to the point where it was probably trading at a 70%-80% premium to the normal multiple. They did a reasonable job in bringing the operating ratio down. He likes areas that are a little less controversial, where people work in a conciliatory way. The company has some inherent difficulties, such as a fairly large coal portfolio. He would look at Union Pacific (UNP-N) instead.

Gordon Reid US EQUITIES OPTIMISTIC No View
HOLD CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-08-17 $78.890

This whole space has been challenged, as well as a bit of an Amazon (AMZN-Q), but doubts that will happen. As we get older, people are taking more and more pills. However, we are moving away from patented medicines towards generics, which have lower margins attached to them. About a 3rd of their business is dedicated to a Pharmacy Benefit Manager, an insurance middleman, to act on behalf of individuals to get better prices. They have 10,000 locations in the US, including deals with Target. Bought Omnicare, which services old-age homes. Will write over a billion subscriptions in 2017.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
PAST TOP PICK DY-N Dycom Industries Market Call Tonight (BNN TV) 2017-08-17 $80.540

(A Top Pick September 7/16. Down 6.9%.) This is in the business of basically wiring North America for 1 Gb streaming of data transmission. We are all looking for “more”, which comes in the form of a more complex data packet, and certainly streaming. Everybody is getting into streaming and we are watching movies and TV shows on computers and mobile devices. We need the transmission infrastructure to do that, and this company does that. Management is confident that over the long-term, they can grow EBIT (earnings before interest and taxes) at a 15%-16% annual clip. This makes this a very compelling long-term buy. Be patient.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK DY-N Dycom Industries Market Call Tonight (BNN TV) 2017-08-17 $80.540

This company is going to do very well over time. Management thinks they can create a runway of 15% growth year-over-year in earnings before interest and taxes. The stock price doesn’t reflect that. We are going to have a wire line plant in the US. It has to happen. Management explains this as a decade long project. (Analysts’ price target is $115.)

Gordon Reid US EQUITIES OPTIMISTIC Yes View
HOLD ECI-T EnerCare Inc Market Call (BNN TV) 2017-08-17 $20.790

They are doing very well with acquisitions in the US.  It is starting to get expensive here.  If you like it for the yield then it is perfectly fine to hold it.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
DON'T BUY ELD-T Eldorado Gold Market Call (BNN TV) 2017-08-17 $2.370

ELD-T is all international: Greece, China and Turkey.  They have had political problems in Greece, and Turkey is not exactly stable.  He sold 5 years ago because of the volatility.  You are getting way away from gold and it is not portfolio insurance, but execution risk.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
TOP PICK ENB-T Enbridge Market Call (BNN TV) 2017-08-17 $49.610

It traded at a 5 year high yesterday.  They are raising the dividend 12% through 2020.  Yield and growth.  It has pulled back to a nice entry point.  (Analysts’ target: $62.00).

$60.00 Bruce Campbell (1) CANADIAN LARGE SELECTIVE Yes View
COMMENT F-N Ford Motor Market Call Tonight (BNN TV) 2017-08-17 $10.640

A tough space, simply because auto peak sales have shown themselves in North America. There is some resurgence in auto sales in Europe and emerging markets. Although this company is doing well on a unit basis, it isn’t doing all that well on profitability. The good news is that they are coming out with a refreshed F150, their backbone, which will be good for them.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
HOLD FTS-T Fortis Inc. Market Call (BNN TV) 2017-08-17 $45.530

He likes it and it is well managed.  You need a company that is going to grow its dividend.  It is a growth/yield play. 

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
DON'T BUY G-T Goldcorp Inc Market Call (BNN TV) 2017-08-17 $16.700

It had always been his favourite senior, but they had operational difficulties.  It has not come back.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
DON'T BUY GE-N General Electric Market Call Tonight (BNN TV) 2017-08-17 $24.750

This is at a crossroads. The CEO is on his way out. Revenues, over the last 15 years, grew a total of 7% per share, and cash flow and earnings were flat. The street is looking for close to $2 per share in 2018, and thinks that will be revised down significantly. The stock is starting to anticipate that and is falling from the high $20s into the mid $20s. He would rather buy this on the way up at $25-$27.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
COMMENT GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-08-17 $72.340

The potential for this company is for them to use their cash in a positive way. They have about $30 billion of cash on the balance sheet, which represents about 35% of their total market cap. This cash has been acquired because of their hepatitis C portfolio. The drug cures, but costs about $100,000 in the US. However, it is covered by most medical plans. Their opportunity is to make some good acquisitions with their cash hoard.

Gordon Reid US EQUITIES OPTIMISTIC Unknown View
PAST TOP PICK HD-N Home Depot Market Call Tonight (BNN TV) 2017-08-17 $149.670

(A Top Pick September 7/16. Up 14.66%.) This is benefiting from a variety of things, not the least of which is household formations and housing starts increasing. We are still below trend, which over the last 3, 4, 5 decades, has been between 1-2 million starts per year. We need 1-1.5 million to keep up with the growth of the population, and we are currently at about 1.1 million.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
TOP PICK HON-N Honeywell International Market Call Tonight (BNN TV) 2017-08-17 $135.850

A premier industrial. Great management and a strong balance sheet. They have about 38%-40% in aerospace. They provide products for the home, as well as to industrial operations. Dividend yield of 1.9%. (Analysts’ price target is $146.)

Gordon Reid US EQUITIES OPTIMISTIC Yes View
BUY on WEAKNESS HOT.UN-T American Hotel Income Properties Market Call (BNN TV) 2017-08-17 $8.990

Tied to the railroad industry, mid-west US.  They made some non-rail acquisitions.  They had a mini-stumble.  This is not a bad entry point below $10.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
PAST TOP PICK HR.UN-T H&R Real Estate Inv Trust Market Call (BNN TV) 2017-08-17 $21.350

(Top Pick Jul 12/16, Down 2.51%)  The cheapest valuation, trading below NAV.  He hangs on to it and this is a great entry point.  He thinks you are good for a year on REITs but not for 5 years.  Keep an eye on the rate outlook.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Yes View
DON'T BUY IPL-T Inter Pipeline Market Call (BNN TV) 2017-08-17 $22.850

Average Down?  He owns others.  It is oily and Canadian and that is why it is down. He prefers something more US and more geographically diverse, he would not average down. 

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
TOP PICK MS-N Morgan Stanley Market Call Tonight (BNN TV) 2017-08-17 $45.090

This has sort of reinvented itself over the last couple of decades. It was primarily an institutional house, a fixed income house. Today, 44% of its business is on wealth management platform. Coming off the financial crisis, they bought Smith Barney from City. Putting those together and growing them, they are now a real force in the US in terms of wealth management. Expects earnings to grow 21% this year and 15% next year. Trading at about 1.2X Book, but well worth it. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-08-17 $72.400

Management has done a very, very good job of bringing the shine back. Their initiatives are obviously clear, and do close to 20% of their revenues in the Cloud. Their gaming offering is exciting. They are doing a good job, but when looking at the results, they are still spinning their wheels a little. This company goes up and down the valuation elevator. However, results are quite muted and they don’t change a lot, they grow incrementally. The expected changes haven’t happened yet, so you shouldn’t think that because the stock price has moved dramatically, that they have proven anything.

Gordon Reid US EQUITIES OPTIMISTIC No View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-08-17 $21.900

He was worried about the fertilizer outlook a year ago.  He preferred AGU-T because they were partly retail.  In a merger you have one vehicle, but a mishmash of lower dividend and more cyclicality.  He does not feel any urgency to come back to the sector.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
WATCH QSR-T Restaurent Brands International Market Call (BNN TV) 2017-08-17 $75.860

He likes a nice ice cap and it is okay to eat there, but the stock not so much because of the high valuation.  If they absolutely miss a quarter on same store sales there is a lot of room for the stock to fall.  He would be interested in it after a missed quarter.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
HOLD RUF.U-X Pure Multi-Family REIT LP Market Call (BNN TV) 2017-08-17 $6.300

They report differently and more conservatively than other REITs and he believes the stock got hit inordinately.  It will come back.  One quarter does not change the business outlook.  Don’t panic out of this.  It will recover.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
DON'T BUY SHOP-T Shopify Inc. Market Call (BNN TV) 2017-08-17 $118.550

It is very expensive.  Look at it as a business.  It has a place.  It has a crazy multiple.  It is awfully dangerous.  It is too much of a gamble.  Take partial profits if you have some.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
COMMENT SU-T Suncor Energy Inc Market Call (BNN TV) 2017-08-17 $39.580

Oil.  SU-T vs. VET-T.  They are getting a well developed trading range.  Oil could have $55 on the upside.  If oil goes back to the $50s then the sector is quite oversold.  SU-T protects you and has held up rather well.  But it does not have the same upside as VET-T.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
WEAK BUY T-T Telus Corp Market Call (BNN TV) 2017-08-17 $44.790

He exited a while ago.  It is the most wireless of the three.  If you think this is the better growth area then it could be better.  A buy and hold strategy won’t get you into trouble.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2017-08-17 $63.730

It is safer because of the US exposure.  They have not acted like a 50% American bank.  They probably will raise the dividend in the next quarter.  (Analysts’ Target: $70.00).

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Yes View
HOLD TRP-T TransCanada Corp Market Call (BNN TV) 2017-08-17 $62.130

(Market Call Minute)  If it pulled back $2 more it would be in buy territory.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
COMMENT TV-T Trevali Mining Corp Market Call (BNN TV) 2017-08-17 $1.390

It has been a Canadian producer of Zinc until now.  There aren’t that many zinc plays.  He owns a bigger one.  TV-T is a relatively low cost producer and 100% zinc.  They have already done well.

$2 Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
PAST TOP PICK TXG-T Torex Gold Resources Market Call (BNN TV) 2017-08-17 $19.220

(Top Pick Jul 12/16, Down 22.42%)  They are in Mexico and are a low cost producer.  They have higher grade material they have discovered that won’t come on stream for a couple of quarters.  They showed an earnings miss a couple of quarters ago and it makes this a great entry point.  This is his only gold holding. 

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Yes View
BUY V-N Visa Inc. Market Call Tonight (BNN TV) 2017-08-17 $102.160

This has a very constructive chart. On the back of great fundamentals, this company quarter in and quarter out, produces somewhere around a 20% growth of earnings and cash flow. Very well-managed. The company doesn’t take any credit risks. That lies with the originating sponsor such as a bank. It is really a transaction company and they do a tremendous number of transactions to the point of $1.9 trillion. Acquired Visa Europe, which was a strategic and good move for them.

Gordon Reid US EQUITIES OPTIMISTIC Yes View
COMMENT VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-08-17 $38.640

Oil.  SU-T vs. VET-T.  They are getting a well developed trading range.  Oil could have $55 on the upside.  If oil goes back to the $50s then the sector is quite oversold.  SU-T protects you and has held up rather well.  But it does not have the same upside as VET-T.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
DON'T BUY VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2017-08-17 $18.180

He missed the Up and the Down.  It is stabilizing and now becoming a regular company again.  It is too unstable still for him.  He owns a Danish Pharma and thereby misses the volatility of this one.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE No View
DON'T BUY WMT-N Wal-Mart Stores Inc. Market Call Tonight (BNN TV) 2017-08-17 $79.700

Just reported earnings and beat consensus, but the stock faltered, probably because of a succession of lower expectations. They’ve done fairly well, especially in North America, in terms of same store sales and working hard on their online offering. Bought a fairly large online company and integrating it, taking Amazon (AMZN-Q) on full tilt. He would pass on this. There are a lot of unknowns, wage inflation and getting near full employment, and they have a very large labour force, mostly of minimum wage workers. 2.5% dividend yield.

Gordon Reid US EQUITIES OPTIMISTIC No View
DON'T BUY YRI-T Yamana Gold Inc. Market Call (BNN TV) 2017-08-17 $3.470

They are debt ridden and out of favour.  They overpromised and underdelivered.  The sellers leave after it goes down.  The volatility decreases.  He would prefer other golds such as a past pick today.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
HOLD ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2017-08-17 $34.070

(Market Call Minute)  It is relatively expensive.  Good management, growth and earnings, however.

Bruce Campbell (1) CANADIAN LARGE SELECTIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-08-16 $0.020

Market. Has a strong belief that we have been in a secular bull market for equities that got underway in 2013 when it took out the 2,000 highs in the US. We probably have a persistent rising market for quite a long period of time, but with some interruptions. A correction was ended in February 2016, which probably opened a window for 2-3 years of a pretty low volatility market. Seasonally July, August, September are the 3 toughest months of the year. It is interesting though that the month of July is much better than seasonal. Historically, if July is good, then August and September are less volatile than typical, which has been the case so far. Over the last 3-4 weeks, in equity markets globally, the work he does around risks has shown an uptick in risks as breadth, the percentage of stocks doing well, has been deteriorating. That always causes him to get a little more cautious. He doesn’t expect significant downside. Over the next month or 2 you could see 3%-5%. However, given that July was a strong as it was and that the economic data is improving and the earnings have been very, very good, he wouldn’t expect that kind of pullback, but it is possible. Thinks people don’t fully understand that not only are earnings beating, but this quarter was the best beat for both revenue and earnings since 2010. Earnings estimates are being revised higher. The market is handling new very, very well, and that is a great indicator of the health of the market.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-08-16 $0.020

Market. When Trump was first elected, sentiment was very positive. Pro-growth policies would be put in place. So far, he is not accomplished anything, and it is somewhat discouraging that the councils are being disbanded, as he would be getting good advice from various CEOs. It is somewhat encouraging that nothing has been put through and markets are continuing to go higher, especially in the US. It has really been driven by profit growth. We are now trading above historical averages and we really need to see proper growth come through, which it is doing. Second quarter earnings is just winding down and have come in stronger than expected, double-digit year-over-year. Expectation was around 7%. What is more encouraging, is that we are also seeing growth in the euro zone economies. Japan is even growing now. China seems to be stabilizing. To her, equities still remain the asset class of choice if investors can withstand the volatility and the risk associated with them.

Christine Poole NORTH AMERICAN - LARGE BULLISH _N/A View
COMMENT AABA-Q Altaba Inc Market Call Tonight (BNN TV) 2017-08-16 $60.650

For now, this just represents their position in Alibaba (BABA-N), so it is kind of a reflection on how Alibaba is doing. Alibaba is doing very well, but the valuation is very high and very difficult to assess a downsize if something goes wrong.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
COMMENT AEM-T Agnico-Eagle Mines Market Call Tonight (BNN TV) 2017-08-16 $58.970

A gold producer, and she doesn’t own a lot of gold equities. If she decided to increase her weighting in gold, this would be a name she would go to.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
COMMENT ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-08-16 $27.660

Owns this in a few accounts. It is a midstream company. The yield is very attractive. In this past week, she has noticed all of these energy infrastructure names, including the pipelines, have been pulling back. This represents an attractive entry point for people who want income. Dividend yield of 7.6%.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-08-16 $49.390

An alternative asset manager with over $250 billion under management. They invest for their shareholders and clients into 4 general areas. Property, renewables, infrastructure and private equities. In those sectors, they are looking for real assets that have a long life that are able to generate a stable stream of cash flow. A very good track record of making money for shareholders and their clients. Globally diversified, so a good opportunity for Canadian investors to get a position in a company that has the relationships and resources to bid on large infrastructure projects. She likes that senior management owns a very high percentage of stock. Dividend yield of 1.4%. (Analysts’ price target is $45.)

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT BX-N Blackstone Group LP Market Call (BNN TV) 2017-08-16 $32.170

There are 4 or 5 key themes that have legs in front of it over the next number of years. The most important one, beyond tech and industrials, is probably financials. Within financials, you have insurance, banks, regional banks and asset managers and capital market companies. If you believe we are in a long-term bull market for stocks, you want to own asset managers. It is an area that has growth and has not been highly priced. Prefers Blackrock (BLK-N) over this, and an active manager over a passive manager.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT CAE-T CAE Inc Market Call Tonight (BNN TV) 2017-08-16 $20.780

Flight simulation and training. It is on her watch list. In a good space, because there is an increasing demand for their products. Feels it is fully valued right now.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-08-16 $42.520

(A Top Pick Aug 16/16. Down 13.43%.) Reported last week and the stock got hit fairly badly, and is down 15% since it reported. A very attractive opportunity to get into the stock. They closed down about 11 theatres to retrofit the seating, which should benefit them in the future. Thinks the company is trying to diversify away from the theatre base. Dividend yield of about 4%. If you don’t own, she would use this pricing to build a position.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-08-16 $8.660

Owns a bit of this in some of her client’s portfolios from before the energy prices started to fall apart in 2014. The stock has done very poorly on the reflection of energy prices, but also has underperformed its peers. When energy troughed out in February 2016 at $26-$27, this was around $16. Now energy is up $47 and the stock is at $9. Their balance sheet is relatively strong. They have an attractive yield and she doesn’t anticipate that they are going to cut the dividend unless there is continued weakness in crude oil prices. Dividend yield of 4.2%.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
SELL CUS-T Canexus Corp Market Call (BNN TV) 2017-08-16 $1.640

This has had tremendous momentum in revenue growth and sales growth. Provides logistics software to large multinational companies to help them manage delivery of product to customers. In a company that has had high momentum, if you disappoint you get punished. It appears Samsung is not going to continue to pay for their product. If you own, use its recent strength as an exit.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
BUY DOW-N Dow Chemical Market Call (BNN TV) 2017-08-16 $63.940

One of the themes that is starting to play out is materials, and chemicals would be included in this. This company has lots of opportunity. The economy is growing nicely and their business is improving. You get a very nice 3% dividend. If the US economy continues to perform, the stock is going to do well. It recently pulled back to $63, which is a great opportunity to buy it.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2017-08-16 $49.440

This is an attractive entry point. They acquired Spectra. Enbridge is typically more of a crude oil pipeline. Spectra is natural gas, and is all US, so it expanded their geographic scope as well as diversifying their commodity base. The company indicated that they feel they can grow their dividend 10%-12% annually to 2024.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK ETFC-Q ETrade Financial Corp. Market Call (BNN TV) 2017-08-16 $40.420

He wants to benefit from both a long-term bull market in equities and rates going slowly higher over the next number of years. This is one of the first discount brokers. It has a very strong brand in the US. Because the US investor is becoming re-engaged, their growth rate has really picked up over the last year. They’ve grown their brokerage account by 5.7% and trading revenues are up 27% so far this year. They have $50 billion in daily deposits, and as rates go higher, make a higher and higher profit margin on that. This is a consolidating industry, and this company could be a target. (Analysts’ price target is $45.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT FB-Q Facebook Market Call (BNN TV) 2017-08-16 $170.000

Facebook (FB-Q) or Netflix (NFLX-Q)? These are both dynamite companies with great opportunities in front of them. If he had to choose one over the other, he would choose this one. He considered using it as a Top Pick today. Looking out over the next year, Facebook has so many different engines that are running, and almost none of them are dependent on another company. Netflix has huge growth in subscribers globally, but is still somewhat dependent on 2nd or 3rd party contracts.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-08-16 $46.020

(A Top Pick Aug 16/16. Up 12.58%.) Continues to like this. It has held up well relative to a lot of other interest sensitive names. She likes the US acquisition they did earlier on. Dividend yield of about 3.5%.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK FTV-N Fortive Corp Market Call (BNN TV) 2017-08-16 $66.150

A $22 billion industrial company. Their products are in 3 basic spaces; 1) software and hardware for industrial sensors 2) telematic hardware and software for transportation tracking and 3) tools and components for automation of manufacturing. All pretty attractive if we think there could be spending on automation. Dividend yield of 0.42%. (Analysts’ price target is $67.50.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
WAIT GE-N General Electric Market Call Tonight (BNN TV) 2017-08-16 $25.100

The stock has really underperformed its industrial peers as well as the market overall. A new CEO is coming in. The previous CEO did a lot to decrease exposure to the financial services division. The issue going forward is that they have to find something to replace those earnings. She would wait for the new CEO to come on board, to see what his vision and plans are, and what areas he wants to expand in.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2017-08-16 $10.260

Materials is a group that is starting to look more attractive. Global growth is picking up, starting in the US, but spreading to the rest of the world. China is doing a little better. Some of the metal producers are starting to perform well. This stock has based over the last 1.5 years and has been improving relative to the market since June. He would have no trouble owning this today. (See Top Picks.)

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK HD-N Home Depot Market Call Tonight (BNN TV) 2017-08-16 $152.250

She likes home improvement. It is really about US housing, recovery, turnover, the age of the housing stock. All those factors benefit this company. As employment improves and consumer confidence improves, people will spend more on their home. Two thirds of the housing stock in the US is over 30 years old, and about half is actually over 40 years old. They just reported and had good numbers. Dividend yield of 2.3%. (Analysts’ price target is $175.)

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
BUY HON-N Honeywell International Market Call (BNN TV) 2017-08-16 $138.080

For a couple of years, the talk has been about the Internet of Things and companies that benefit. Given that the US manufacturing economy is improving, but with very, very old equipment, there is money being spent to upgrade. This company builds instruments that measure things and are connected to the Internet. (See Top Picks.)

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
BUY HR.UN-T H&R Real Estate Inv Trust Market Call Tonight (BNN TV) 2017-08-16 $21.210

A good entry point. It has pulled back quite a bit, and for no fundamental reason. Generally, rising interest rates are not that favourable for REITs, but she is not anticipating a sharply rising interest rate environment. They are in commercial as well as some residential in the US. A well-run company. Dividend yield of 6.5%.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
HOLD ITP-T Intertape Polymer Group Market Call Tonight (BNN TV) 2017-08-16 $20.150

A tape manufacturer, so they are going to follow a lot of what is going on with industrial packaging. A pretty well-managed company. In an environment where industrial activity and economies are improving, this company should do well.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-08-16 $134.170

A diversified health care company with pharmaceuticals, medical products and consumer products. She likes this. It is well diversified. Their Pharma division is doing quite well. It has a very strong triple A balance sheet. They typically increase their dividend and has done so for the last 50 years. Growth has been improving because of their pharmaceutical division. Valuations are still reasonable. For the long-term, this is a very good holding.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT KKR-N KKR & Co. LP Market Call (BNN TV) 2017-08-16 $18.380

This is in the private equity space, and he would prefer public equities today, where you pay a lower price. However, this company will do just fine.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT MCD-N McDonalds Market Call Tonight (BNN TV) 2017-08-16 $158.900

She prefers Yum Brands (YUM-N) whose franchises are Taco Bell, Pizza Hut and KFC. McDonald’s has done well and is a good company with good standing internationally.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
COMMENT MDA-T MacDonald Dettwiler & Assoc. Market Call Tonight (BNN TV) 2017-08-16 $68.630

A satellite manufacturer. Has owned this in the past. Growth has been lumpy in the US. They’ve recently done an acquisition which will increase their growth prospects, so she is watching and monitoring to see how the acquisition gets digested, and potentially she could buy it back at some point.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK MDLZ-Q Mondelez International Market Call Tonight (BNN TV) 2017-08-16 $44.190

(A Top Pick Aug 16/16. Up 5.28%.) Owns this for the long-term sector of the consumer in emerging markets. As people make more money, they are increasing demand for packaged goods. This is the global leader in chocolate, biscuits, candy and gum. About 40% of their revenue comes from emerging markets which are starting to see some growth.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-08-16 $59.510

The concern on all auto stocks is that US auto sales have peaked at about 17 million units, and growth is slow to pick up in Europe. A concern for Canadian manufacturers is that we have NAFTA, which really impacts the trade of auto parts going back and forth. For now, she is waiting on the sidelines. This company is the most global and does have leverage to an increase in content per vehicle in Europe and China.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
COMMENT MIC-N MacQuarie Infrastructure LLC Market Call (BNN TV) 2017-08-16 $71.970

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
BUY MTZ-N Mastec Inc Market Call (BNN TV) 2017-08-16 $38.750

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff. You could buy this and use a Stop such as $35-$35.50.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT NA-T National Bank of Canada Market Call (BNN TV) 2017-08-16 $55.670

Move some National Bank (NA-T) funds over to Toronto Dominion (TD-T)? If you want to make a switch, TD makes more sense than National. This bank has a little more energy exposure and more domestic exposure, while TD has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-08-16 $53.110

Bus manufacturer and after hour services. A very well-managed company. They have a lot of business in the US. She has this on her watch list, and on a pullback, she might add it to her portfolios. 2.4% dividend yield.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
COMMENT NFLX-Q Netflix Inc. Market Call (BNN TV) 2017-08-16 $169.980

Facebook (FB-Q) or Netflix (NFLX-Q)? These are both dynamite companies with great opportunities in front of them. If he had to choose one over the other, he would choose Facebook. Looking at over the next year, Facebook just has so many different engines that are running, and almost none of them are dependent on another company. Netflix has huge growth in subscribers globally, but still somewhat dependent on 2nd or 3rd party contracts.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT NVDA-Q Nvidia Corp Market Call (BNN TV) 2017-08-16 $165.150

This is dead in the heart of the semiconductor space. It has momentum, but they have an enormous addressable market. He recognizes that if they missed their earnings they would get hurt, but autonomous driving and augmented reality are going to be a reality going forward, and he wants to participate in that.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK OCLR-Q Oclaro Market Call (BNN TV) 2017-08-16 $8.460

(A Top Pick Sept 13/16. Up 2.26%.) This is in the component space for optical networking. A more volatile area, which has sort of come off the boil a little. Thinks the demand for more optical gear is going to grow.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2017-08-16 $40.130

Energy went out of favour in Jan-Feb as prices weakened, so producers and service companies really got a good shellacking. It has become more apparent that the Saudi’s are trying to keep oil prices relatively higher. It is possible we are going to see more weakness in the group. Even though this is volume driven, there is going to be more weakness. On the long-term chart, it still looks okay. For him, he has moved into a bunch of other sectors that are behaving better. If you think prices can hold at these levels, it is an easy way to participate in energy.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
BUY PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2017-08-16 $40.130

This is currently an attractive entry point. The stock held up quite well through the whole energy decline. They are in the process of acquiring Veresen (VSN-T), which will add to their growth outlook going forward. A good income stock. Dividend yield of 5%.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT QQQ-Q Power Share QQQQ ETF Market Call Tonight (BNN TV) 2017-08-16 $144.280

This has been tracking very well to the S&P 500 over the last 18 months. She would rather own individual stocks, because in this group there are some stocks that are very overvalued, which she wouldn’t buy.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
TOP PICK RIO-N Rio Tinto Market Call (BNN TV) 2017-08-16 $45.240

Recently, over the last few weeks, the US Economic Surprise data has started to improve. There have been lots of great economic reports from around the world over the last few weeks. Japan is growing at over 4% for the 1st time in 20 years. He wants to have exposure to that. Basic materials area is an area that has been in favour since 2011. This company is one of the biggest producers of copper, iron ore, met coal and other commodities around the world. They do not hedge their production, so if prices go up, they benefit. Really prudently managed. Almost no debt. Dividend yield of 6.3%. (Analysts’ price target is $52.66.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2017-08-16 $92.960

She likes the banking group as a whole. They really haven’t done much this year. The Canadian economy is improving and rates are slowly rising, which is good for net interest margins. Feels the housing market is moderating and softening, but doesn’t see it collapsing. The bank also has exposure to the US through its acquisition of City National with good opportunities for growth. With a rising rate environment, we should see expanding margins. Dividend yield of 3.7%. (Analysts’ price target is $102.)

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2017-08-16 $53.500

Feels this is transitioning from a very high growth company to a slower growth, and that it is fully valued.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD SCL-T Shawcor Ltd. (A) Market Call Tonight (BNN TV) 2017-08-16 $25.150

A global leader in pipe coating. They recently reported, and management seems optimistic that drilling activity has troughed. It is rising in North America, and this company is seeing the benefits of that. A lot of their larger projects in 2015 and 2016 were being put on the back burner and delayed. But now they are being asked to bid a lot more larger projects. If you are a long-term investor, you could start picking at this here.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
BUY SHOP-T Shopify Inc. Market Call (BNN TV) 2017-08-16 $119.430

A Canadian play that is in one of the most important themes of a secular long-term shift to web commerce. It provides a platform for small to midsize e-commerce companies. They continue to get stronger. They are so strong that Amazon (AMZN-Q) shut down their competitive product to Shopify. In the last quarter, they went from 400,000 users to 500,000 users, companies selling things on the web. Earnings were up about 85% and revenue is up 75%. The downside is that it is a momentum driven company and trades at a very high multiple of about 10X EBITDA to sales. Realistically, if they were to miss or have a miscue operationally, the stock is going to get hurt.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT T-T Telus Corp Market Call Tonight (BNN TV) 2017-08-16 $44.910

She owns this in a few accounts, but not broadly. Telecoms are not a big weighting in her portfolios. If you are looking for income, this and the other telcos offer a good investment for income. Their yields are safe.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2017-08-16 $63.950

Move some National Bank (NA-T) funds over to this bank? If you want to make a switch, TD makes more sense than National. It has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
WEAK BUY TWTR-N Twitter, Inc Market Call (BNN TV) 2017-08-16 $16.160

Social Media is a force that is going to continue for some time. This has been a really volatile stock because they’ve had a hard time finding the right mix of business to deliver earnings to investors. Years ago it was a momentum stock, but today it is more of a value stock. It has a tremendous number of people that use the service, and you are not paying much for that. They haven’t got the service right yet, but it is a really dominant platform. Technically it made a low in April/16, then rallied and pulled back. It made a higher low in April of this year of around $14. It has pulled back again. There are 2 things that can go right. 1.) They ultimately get the business model right and take advantage of all those users. 2.) Somebody decides to buy the assets and make it more usable. Doesn’t think there is a lot of room to get hurt. Would prefer to focus on Facebook (FB-Q).

David Burrows NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK TXN-Q Texas Instruments Market Call (BNN TV) 2017-08-16 $82.460

(A Top Pick Sept 13/16. Up 25.29%.) For the last 2.5 years, probably the most powerful secular theme in the market has been in technology, specifically 3 big themes of 1) cloud-based computing, 2) software as a service and 3) Internet of things. In the Internet of things, we talk about all the devices that are being attached to the Internet, and this company sells analog chips that go into all these connected devices. This is one you can continue to Buy.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
PAST TOP PICK VII-T Seven Generations Energy Ltd Market Call (BNN TV) 2017-08-16 $17.450

(A Top Pick Sept 13/16. Down 42.91%.) Energy has gone through a shift where the growth in production is going to make it painful for a lot of companies. He viewed this as a trade, not a long-term investment, and exited his position in Jan/17.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
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