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 Berman's Call 2017-06-26 $0.020

Markets.  An Italian bank is purchasing for one Euro two Italian regional lenders that were being bailed out, and are now being wound up.  This is the continuation of ‘too big to fail’.  The government is not doing a good enough job of regulating the banks there.  This is going to be troubling for decades to come.  If interest rates go up marginally, you see purchasing coming down.  At the end of the day, fixed income is a safe place to put your money.  There are doubts that Trump can ever cut corporate tax rates all the way to 15%.  This will affect small cap US stocks, which would have benefited tremendously from a big tax cut.  That makes the Russell 2000 index the most expensive in the world, so he is short that index. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-06-26 $0.020

Educational Segment.  Robots.  A lot of boring jobs were replaced by computers and so a lot of jobs have gone away.  Amazon is breaking every space.  They could have cost a million jobs by now.  They are only going to get bigger and bigger in this space.  He feels there will be social problems coming.  From the mid-70s to today, the bottom 50% of people have seen no real growth in their incomes.  The next 40% have seen only a marginal growth.  The top 10% are all doing well.  BOTZ-Q and ROBO-Q are ETFs for robots and they have outperformed the world.  He will love them once we get a market correction.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-26 $0.020

Markets. Stocks aren’t cheap, but where else are investors going to invest.  It is more and more of a stock picker’s market.  It will be tough for Trump to accelerate US growth to 4%.  Canada is doing far better.  Stimulus spending and tax cuts are temporary.  We are probably in low inflation for the rest of our lives.  There is a lot of government debt.  There is too much stuff in the world and not enough people to buy it all.  He feels tech specialty companies are the way to go.  We are running out of tech names in Canada, however.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-26 $0.020

Fixed income is very tough.  You are earning next to nothing on government bonds.  He focuses on high yield, but keeps getting the companies redeeming them early.  He was picking away on beaten up preferred shares.  He suggests keeping your duration very short.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-26 $0.020

Market. A number of consumer sentiment indicators along with other broad indicators, peaked about a month ago and have pulled back slightly. Someone suggested that they have in fact peaked and are now in for a decline, a forerunner of a major economic slowdown, followed by a recession. If this is the case, you could look for a 5%-10% market correction. Given the severity of the recession in 2007-2008 and given debt levels, the recovery is going to take quite a bit longer than normal. He thinks we have another couple of years of 2% growth plus/minus, which is disappointing. However, he expects these pullbacks will be nothing more than short-term blips.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-26 $0.020

Royalty companies, large cap golds or intermediate golds over the next 3 years? If he had to own a gold security, it would be Central Fund (CAF.A-T) or a Gold bullion fund. Over the next 3-10 years, a number of things will happen. First of all, it is insurance against a major disaster. Secondly, inflation is not a factor right now, but should it reignite, this gives you some insurance. Finally, there is going to be a day of reckoning because a lot of companies will not be able to meet their pension fund liabilities, and there could be quite an upset in International circles and gold is a protection against that. If he had to pick 2 companies, the 1st would be Goldcorp (G-T) and the 2nd would be Agnico-Eagle (AEM-T).

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-26 $0.020

Sectors you would avoid? Very early he learned to avoid commodity stocks. Doesn’t think the world needs another hamburger stand or fast food outlet. He has never liked airlines, because they are always subject to uncertainties and price wars. On the other hand, US defence stocks are a natural, and he has looked at General Dynamics (GD-N), Huntington Ingalls (HII-N) for space weapons and defence and Raytheon (RTN-N).

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-26 $0.020

A robotics stock for growth? He doesn’t own any at this time. One that he does favour is an ETF Robo-Global and Automation (ROBO-Q). He likes that it has 35 or 40 different robotic companies, but most of them are Japanese or foreign. He likes Rockwell Automation (ROK-N), but it is just a tad too high. If this had a 5% pullback, he would be buying it big time.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2017-06-26 $145.820

A stock that, subject to your view of the market and your price parameters, you could own. You know for certain that this company is going to continue to be an innovator in a number of different areas.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
STRONG BUY ADW.A-T Andrew Peller Market Call (BNN TV) 2017-06-26 $11.100

It got ahead of itself.  He is buying it at these levels and it is one of his biggest positions.  Wine is the fastest growing beverage in Canada.  It is a very good business and very well managed.  It is a good time to get in.  Their kits for home winemaking is a very good business.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
PAST TOP PICK AGU-T Agrium Market Call Tonight (BNN TV) 2017-06-26 $122.770

(A Top Pick June 27/16. Up 9.95%.) The long-term case is that the world needs more food, and to maximize production, you need fertilizer. They have a great retail business which continues to grow. He wouldn’t be inclined to own it here because they are going to merge with Potash (POT-T), which will make them a major player in potash which, in the short term, creates quite a few questions. He would avoid this here.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY on WEAKNESS AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-06-26 $14.170

It is the renewable energy space and power/water utilities so only one side of the business is regulated.  There are a lot more acquisitions yet to come.  The dividend will continue to grow and there are organic growth prospects.  It is a little pricey so buy it on dips. 

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
DON'T BUY ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-06-26 $63.620

It is a great success story.  They have done a good job of consolidating the industry on a global basis.  There is not a lot of organic growth and gasoline margins are very thin.  30-40% of sales are from tobacco so he has an ethical problem with it.  They have benefited from other retail not selling tobacco.  It is not an attractive business, nor is it attractively priced.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE No View
PAST TOP PICK BAD-T Badger Daylighting Market Call (BNN TV) 2017-06-26 $25.740

(Top Pick Jun 29/16, Up 14.70%) He thinks manipulation is going on.  You should load up the truck on it.  This is a great business.  They are growing profitably in the US.

$30s Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2017-06-26 $13.590

They are in fast decline and some of the new businesses they want to get into have no guarantee of making up for the declining business.  It is a tech stock, is very uncertain and is too risky.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
DON'T BUY CBL-T Callidus Capital Corp Berman's Call 2017-06-26 $14.970

It is specialty financing so they get caught up in the whole HCG-T space.  CBL-T is in a corporate mess.  You have to wait for the dust to settle.  When there is something this acute, the chart and technical analysis are not useful.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT CEF.A-T Central Fund of Canada Ltd (A) Market Call Tonight (BNN TV) 2017-06-26 $16.290

He likes gold, and this is a very easy way to play bullion, both silver and gold. Unlike some of the US ETF’s, where there was a question mark about security of delivery, this company’s funds are stored at King and Bay, and is not lent out. A very conservative way to play bullion.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-06-26 $13.300

They are coming out with results today or tomorrow.  He feels the next couple of quarters will show some growth, in which case it is very undervalued.  The advertising revenue should start to go up.  The high yield is sustainable and is not a warning sign.  There should be some really good upside here.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
DON'T BUY CJT-T Cargojet Inc Market Call (BNN TV) 2017-06-26 $47.300

They have high barriers to entry.  It is a virtual pipeline in the sky.  The stock is quite pricey now, however.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
BUY on WEAKNESS CNQ-T Canadian Natural Rsrcs Berman's Call 2017-06-26 $37.530

Energy is his biggest weight in his portfolios and has been for a couple of weeks.  We are at the lower end of the oil price range.  CNQ-T has held up well over the last 5 years.  He does not see the tail risk currently.  You want to buy a quarter or a third into a position and do so on weakness.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WATCH CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2017-06-26 $107.010

This has had quite a run and wouldn’t buy it at this time. All the rails are expensive. He would like to see this pull back at least 5%-8%.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-06-26 $9.970

He can’t see this or any other major oil companies turning around, until there is a better resolution on oil prices. However, it is so cheap at this point that he would think it is a take-out candidate at some time. It has just become too cheap.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK DBO-T D-Box Technologies Market Call (BNN TV) 2017-06-26 $0.320

(Top Pick Jun 29/16, Down 52.23%) They just had a great quarter, but the backlog went way down in the commercial movie theatre side. The backlog is now way up.  The year was disappointing, however.  Growth is enormous for them now.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
COMMENT DEF-X Defiance Silver Corporation Market Call Tonight (BNN TV) 2017-06-26 $0.310

A silver play in Mexico, one of the last great potential silver discoveries, i.e., an extension of the vein in terms of the length, width and depth. A great play and a good speculation.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
WATCH DHX.B-T DHX Media Market Call (BNN TV) 2017-06-26 $5.550

He follows it closely for the children’s content space.  They did a great job of monetizing content.  They have been on an acquisition binge and have to keep acquiring content to keep the ball rolling.  They have quite a bit of debt and have to pay that down quickly.  The stock has come down a lot and it is coming close to a buy.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE No View
BUY EMA-T Emera Inc Market Call (BNN TV) 2017-06-26 $48.860

It is a really defensive name with a great yield.  They are a really diversified power producer in the North East US and Eastern Canada.  They should be able to grow the dividend over the next year.  It is a really well managed company.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2017-06-26 $52.450

One of the major players in the North American energy field, and will become more so with the closing of the Spectra deal. Incredibly cheap. The company feels their dividends can be grown at 10% per year.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK EQB-T Equitable Group Market Call (BNN TV) 2017-06-26 $61.910

It was caught up in the HCG-T issues.  The short sellers started pouncing on these players.  They secured loans at very low interest rates.  They pre-empted potential contagion in the industry. They are getting so much new business that they can cherry pick their new customers.  It is trading just above book.  (Analysts’ target: $62.00).

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
HOLD G-T Goldcorp Inc Market Call Tonight (BNN TV) 2017-06-26 $18.130

This would be a good choice. A 2nd one would be Agnico Eagle (AEM-T).

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY GEI-T Gibson Energy Market Call (BNN TV) 2017-06-26 $16.940

They are more transportation than pipeline.  It is a little riskier.  The dividend is safe, but the growth is a little more challenged.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE No View
PAST TOP PICK HD-N Home Depot Market Call Tonight (BNN TV) 2017-06-26 $151.420

(A Top Pick June 27/16. Up 24.19%.) He still likes this and it is still a Buy for a long-term buyer.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY INP-X Input Capital Corp Market Call (BNN TV) 2017-06-26 $2.030

Management are really sharp guys.  Canola prices have remained quite stable for some time.  This is early days for this company.  They are barely scratching the surface with all the farmers out West.  This is the time to buy if you want an agricultural stock.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
TOP PICK IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2017-06-26 $24.940

This has been a consistent long-term grower. The reason for its recent poor performance is that most of its business comes from transmission to and from the oil sands, which has been in the doldrums. They also have conventional oil and a gas fracing business as well as storage in the UK. There is tremendous potential of long-term leverage in a pickup in the oil sands business, where they have 50% capacity in their pipelines. They are experimenting with looking at propane dehydration, which will eventually lead to the production of plastic, which could be a major growth business. Dividend yield of 6.5%. (Analysts’ price target is $30.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK KBL-T K-Bro Linen Inc Market Call (BNN TV) 2017-06-26 $39.460

Canadian leader in linen services to hotels and hospitals.  There are high barriers to entry into the industry and they have limited competition.  It is a duopoly in Canada.  They have high margins and good cash flow.  It has pulled back in the last year because they are in a large cap-x program.  It is better valued now considering the future benefit of the cap-x program.  Demographics are behind them.  They have long term contracts with very high renewal rates.  (Analysts’ target: $43.50).

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
BUY NPC-T Napec Inc Market Call (BNN TV) 2017-06-26 $1.110

They had very good results last quarter, but it is still a ‘show me’ story to a lot of people. There are big investors accumulating in the name. If management delivers on promises the stock price should go a lot higher.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
HOLD PDC-T PowerShares Canadian Dividend Index ETF Berman's Call 2017-06-26 $27.600

Canadian dividend index.  You have big exposure to banks and insurance.  It is a fine, diversified mix, and fine as long as we don’t get a pull back in any of the names.  He would have preferred a covered call overlay (e.g. ZWC-T).

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2017-06-26 $42.970

VSN-T was a natural one to get acquired.  He is going to hang on to the stock he gets in the deal.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
BUY PWF-T Power Financial Corp Market Call Tonight (BNN TV) 2017-06-26 $33.320

Had owned this in the past and likes it. It holds Great West Life (GWO-T) and Investors Group, so it has some European participation. A great way to play these 2 stocks plus Europe at a discount. Expects there will be continuing dividend growth.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT RUS-T Russel Metals Market Call (BNN TV) 2017-06-26 $25.380

He owns bonds of this company.  It is a very cyclical stock.  They have cut the dividend before and will again if need be.  It is going to be a volatile stock, but it is a very well managed company.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
PAST TOP PICK RY-T Royal Bank Market Call Tonight (BNN TV) 2017-06-26 $93.990

(A Top Pick June 27/16. Up 29.82%.) One of his 3 favourites along with Bank of Montréal (BMO-T) and Toronto Dominion (TD-T). This is one that you can buy here and hold it happily. (See Top Picks.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT SGN-X Scorpio Gold Corp. Market Call Tonight (BNN TV) 2017-06-26 $0.055

He would advise viewers to go to this company’s website and looking at the management discussion, which you might find interesting.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY SHOP-T Shopify Inc. Market Call (BNN TV) 2017-06-26 $122.220

It is one of those stocks he would not normally be able to buy because the valuation is so high based on earnings today.  They are continually investing in growth.  They cater to small to mid-sized businesses.  They have to keep marketing.  They are trying to go up-market to larger corporations.  It is nosebleed valuation. 

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
BUY on WEAKNESS SIS-T Savaria Corp Market Call (BNN TV) 2017-06-26 $16.160

One of his biggest positions.  They have done well in terms of growing their business organically.  They make mobility aids.  They acquired a company in the US that makes mattresses for institutions.  Management have done a good job of growing SIS-T organically, but now are making a very opportune acquisition in the US.  The stock is not cheap, but the demographics are blowing a huge tailwind into it.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
WEAK BUY SJ-T Stella-Jones Inc. Market Call (BNN TV) 2017-06-26 $43.690

They are mostly railway ties and utility poles.  They will not be greatly impacted by additional infrastructure spending.  They will benefit from the replacement cycle.  It is not cheap.  He was looking to get back in in the mid-$30s, but never did.  It is well managed and their acquisitions were very accretive.  There has been a slowdown in the sector and some margin pressure due to inventory builds.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Unknown View
COMMENT SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-06-26 $44.970

Prefers Manulife (MFC-T), although the earnings are not terribly different, but Manulife is somewhat cheaper, and also is very well-placed to benefit from the growth in Asia.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK SVC-T Sandvine Corp. Market Call (BNN TV) 2017-06-26 $3.930

(Top Pick Jun 29/16, Up 53.61%) They are being taken out.  He thinks it is worth substantially more, however.  It is extremely profitable with high margins.  He thinks a higher bid will come in.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
WAIT TD-T Toronto Dominion Berman's Call 2017-06-26 $65.210

The Canadian market has come off about 5% from the highs.  This is why the banks are off from earlier in the year.  There is definitely risk around real estate and the Canadian economy.  Banks are much more attractive at the level they were at about the time of the Trump election and there is a risk they will go there again.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-06-26 $65.210

He likes their PNC business, the efficient quality of their loans and the efficiency that they are running their affairs. They are very focused on cutting costs and making the whole organization more efficient. The quality of their credit losses is one of the best of the bunch. Also, likes that they can innovate with new marketing, especially in the US. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
SELL ON STRENGTH TECK.B-T Teck Resources Ltd. (B) Berman's Call 2017-06-26 $21.900

Steel stocks have been beaten up and he plays it through an ETF.  You have Met. coal in TECK.B-T and so he thinks there is downside potential.  He would sell into rallies.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK TPK-T Ten Peaks Coffee Co Market Call (BNN TV) 2017-06-26 $6.340

The only one with a chemical free decaffeination process – the Swiss water method.  They are spreading it throughout the world as the chemical process is being banned in more and more countries.  He owns about 7.5% of the company as he accumulates it.

Stephen Takacsy, B. Eng, MBA CANADIAN SELECTIVE Yes View
HOLD USA-T Americas Silver Corp Market Call Tonight (BNN TV) 2017-06-26 $3.800

The main focus of their property is in Mexico. The initial ore body ran out, and they are now putting another one into production. There are a number of ample opportunities in that whole area, so there could be an expansion in that part of the holding. They also have a property in Idaho, which basically has a 10-year reserve life, as well as a new holding in Mexico.

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK XYL-N Xylem Inc. Market Call Tonight (BNN TV) 2017-06-26 $54.680

This is water. Given the rise in world temperatures, and given the droughts in specific areas, water is going to be in a major scarcity mode. This company is a major player in that area. They are a very socially responsible company and recognize the problems, and are pouring more and more money into R&D. They are basically working with their customers in a broad range of water usage. They have a global orientation. Trading at 23.5X this year’s earnings which is somewhat expensive, but he is seeing consistent double-digit growth. Dividend yield of 1.3%. (Analysts’ price target is $55.)

Peter Brieger NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY ZEF-T BMO Emerging Mkts Bond Hedged CAD Berman's Call 2017-06-26 $17.080

ZEF-T vs. ZHY-T.  The question is credit risk.  You have emerging market risk with ZEF-T and so you get extra yield.  When you do the correlation of the higher yield, they trade more like an equity than a bond.  ZEF-T is an equity type risk, where as ZHY-T is more like fixed income.  He does not think it is the time to step into either of these.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
DON'T BUY ZHY-T BMO HighYield Corp Bond US Hedge to CAD ETF Berman's Call 2017-06-26 $14.660

ZEF-T vs. ZHY-T.  The question is credit risk.  You have emerging market risk with ZEF-T and so you get extra yield.  When you do the correlation of the higher yield, they trade more like an equity than a bond.  ZEF-T is an equity type risk, where as ZHY-T is more like fixed income.  He does not think it is the time to step into either of these.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
WATCH ZWU-T BMO Covered Call Utilities ETF Berman's Call 2017-06-26 $14.150

80% Canada / 20% US.  It is not a fixed income replacement.  He is not adding to his holding right now.  He loves it as a yield play and would add more if we sold off more aggressively.  He has half a position.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-23 $0.020

Market. The US market is extremely overvalued. On a Price to Sales basis, it is more expensive than it was in 2000. That tells us that there is not a lot of expected return from here. He is not saying equities over the long-term can’t be good investments, but when you are entering at a point of such extreme overvaluation, like we are now, it is best to wait. Every 10 years there is at least one 30% drop-down in stocks, and we are now approaching 10 years in this bull market, and there hasn’t been much of a drawdown so far. We are well overdue for one. The extraordinary debt bubble that has been created since 2000, never really was sold. Debt to GDP ratios are extremely elevated. When that starts to unwind and we get to the other side of the credit cycle and liquidity is no longer being created into the economy, that is when you will see the big decline in equities. Any Long positions he has are special situations. He has a lot of Short positions.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-23 $0.020

Market. The market has been a bit of a disappointment this year. When both financials and energy are a little weak in the knees, the market doesn’t do much. We have probably seen a bottom in the banks at this point. There is a misunderstanding or lack of knowledge in the US of how Canadian banking works. We are in a low interest rate environment for the foreseeable future. Doesn’t see a recession coming again, but we need to see a period of drift down of 5%-10% with some stability coming in.

David Cockfield CANADIAN & ETF's UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-23 $0.020

Indexed based ETF’s or sector-based ETF’s? He buys both. You have to look through the name and what they hold, and decide where you want to focus. If you really feel strongly about a particular sector, that is the one that you go to.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-23 $0.020

The difference between mutual funds and ETF’s? Mutual funds are fully managed portfolios, and fees are higher because of that. They are selling to a lot of small investors and there is a fair amount of administrative costs. ETF’s are much simpler in that you have just a straight portfolio that is usually focused in a particular area and there is not a lot of investment management going on, and a lot less administrative costs. Fees on ETF’s are significantly less.

David Cockfield CANADIAN & ETF's UNKNOWN _N/A View
DON'T BUY ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2017-06-23 $18.410

A great concept, and initially there were savings in aggregating a bunch of dealerships. Unfortunately, they started in Alberta. Until there is more diversification across Canada, or until we get a big recovery in Western Canada, this is a stock that is not going to do much for you.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
WAIT AGU-T Agrium Market Call Tonight (BNN TV) 2017-06-23 $122.390

The stock got pricey, and he is not keen on Potash (POT-T) which is merging with them. He wished that they had both stayed independent. If it got down under $100, he would have another hard look at this.

David Cockfield CANADIAN & ETF's UNKNOWN No View
COMMENT ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-06-23 $61.420

Thinks this company is going to do okay. The stock has run into a sort of flat period right now, and he doesn’t see any significant downside. These people are super operators, and seemed to be able to take on good sized acquisitions and make them accretive.

David Cockfield CANADIAN & ETF's UNKNOWN No View
COMMENT BAD-T Badger Daylighting Market Call (BNN TV) 2017-06-23 $25.920

He doesn’t like the huge amount of management turn over. There are some questions around accounting and some of their franchisees. Has a very tiny Short position on this. There is more downside than upside on this.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
COMMENT BB-T BlackBerry Market Call Tonight (BNN TV) 2017-06-23 $12.860

Considers this as somewhat speculative. He has some in portfolios, but usually at the direction of clients. Recently the stock has gone up on the basis of the present management doing a better job. There was a little disappointment in the last quarter. The stock is fine, expectations just got a little ahead of themselves. They have lots of cash. Expects the stock will continue to make progress.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
PAST TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2017-06-23 $2.950

(A Top Pick May 27/16. Down 52%.) He believed that the market was changing and it looked like the price of oil was going to stay in the $50 area.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
TOP PICK CASH CASH Market Call (BNN TV) 2017-06-23 $0.010

For people who are comfortable Shorting, he would have no problem recommending Shorting a broader ETF of equity markets. Thinks we are in for about a 30% downdraft in equities over the next 12-18 months.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
DON'T BUY CBL-T Callidus Capital Corp Market Call (BNN TV) 2017-06-23 $15.040

A high-risk lender. It is down a lot and offers a dividend yield, and they’ve been buying back tons and tons of stock. If there is any downturn in the economy, some of the protection that was offered on their loans from their parent company, has now expired. He would stay away.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH No View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2017-06-23 $1.710

He is pessimistic on this. They recently hired another set of advisors to advise them on capital structure. That usually doesn’t end well for equity holders. Just had so much debt. The big UK acquisition they made really went south on them in a hurry. Expects debt holders are either going to want a massive equity dilution or for some kind of bankruptcy and restructuring. The equity is probably close to worthless.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Unknown View
COMMENT ECO-T EcoSynthetix Inc Market Call (BNN TV) 2017-06-23 $2.860

He is one of the largest shareholders in this. They now have 2 commercial mills up and running with their DuraBind products. They make the binding that goes into IKEA-like furniture. Not into IKEA yet, but there is a good chance they will be. IKEA has announced that they want all their bindings for furniture, flooring, etc. to be formaldehyde free by 2020. This company’s products are the best alternative out there. They have about 40% of their market cap in cash, so he sees very limited downside, but a lot of growth potential. There is a good chance they will be profitable by the end of the year.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
BUY ENB-T Enbridge Market Call Tonight (BNN TV) 2017-06-23 $52.220

The pipelines are essentially utilities. He is glad the Northern pipeline is dead and buried as he thinks it would have been a major problem for them. This is in a Buy zone right now and has a good yield. He can see more construction coming on for the pipelines in Canada. Dividend yield of 4.7%.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
BUY FIRE-X Supreme Pharmaceuticals Inc Market Call (BNN TV) 2017-06-23 $1.290

Cannabis. They’ve had their cultivation license for a long time. There should be no problem. Seem to have a well-run operation. Management is fine. Once they get the sales license, there is some good upside in the stock. This is a reasonable time to be picking away at stocks like this.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
COMMENT GSY-T goeasy Market Call (BNN TV) 2017-06-23 $29.440

Subprime lending with an average duration of 3-6 months. Extremely high interest rates for people who can get loans from banks. He exited his position because the stock had such a huge run, and he thought it was getting fairly valued. There is still a lot of growth in the company. Because these are subprime loans and his views on Canadian housing, he would have a kind of negative 1-2 year view on this. He will be watching to see if the stock takes a plunge before he gets interested. He likes management.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH No View
COMMENT HCG-T Home Capital Group Market Call (BNN TV) 2017-06-23 $18.610

There were some lax lending practices, and some prior relationships with mortgage brokers that had fudged the numbers. When the tide goes out on the Canadian housing market, there will be a lag factor of about 6 months on prices. When it goes, there will be a huge recession in Canada. He has Shorted this in the past.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH No View
COMMENT HNL-T Horizon North Logistics Market Call (BNN TV) 2017-06-23 $1.340

A maker of work camps for resource projects. Oil/gas was their biggest sector base, so it took a big decline. There are some infrastructure projects they can bid on, but there is a lot of competition. Prefers Macro Enterprises (MCR-X), where if you add up the cash and equipment it is worth about $3.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Unknown View
PAST TOP PICK ITX-T Intertain Group Market Call (BNN TV) 2017-06-23 $10.630

(A Top Pick March 29/16. Up 3%.) Online bingo. He still likes the company and owns a small amount.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
COMMENT JTR-X Greenspace Brands Inc Market Call (BNN TV) 2017-06-23 $1.570

He likes this a lot. They just reported earnings which were fine. This is not really an earnings story yet, it is a revenue growth story. Their strategy is to acquire organic food and beverage companies, and use their distribution relationships to gain shelf space in the organic food aisles.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
TOP PICK KDX-T Klondex Mines Ltd Market Call (BNN TV) 2017-06-23 $4.760

He likes the gold sector, and thinks it will do well in the downturn. This company is the 4th Canadian domiciled company to enter the Russell 2000, so their investor base is going to increase dramatically. It has the most stable growth in the gold sector, and is trading at about a 20% discount. (Analysts’ price target is $6.13.)

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
TOP PICK LXE-X Leucrotta Exploration Inc. Market Call (BNN TV) 2017-06-23 $1.850

He is quite bearish on the broader markets, but the sentiment in the energy sector in Canada has been so negative that he thinks it is undervalued. They have no debt and has 900 prime low-cost Montney drilling locations with significant infrastructure and only about 10% of it is dry gas. CEO owns about 30% of the stock. (Analysts’ price target is $3.25.)

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-06-23 $23.610

They’ve been doing much better. His big objection is that they have so much focus in the far East. He would rather have more European/North American focus. Prefers Canada Life. Dividend yield of 3.5%.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
PAST TOP PICK MSL-T Merus Labs International Market Call (BNN TV) 2017-06-23 $1.640

(A Top Pick March 29/16. Down 10%.) This is being taken over by an Italian private pharmaceutical company.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH No View
COMMENT NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-06-23 $55.760

This has had a huge run. He is a little nervous about some of the Canadian companies that have big US businesses. The political environment is not that favourable, so he has a Short position on this.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
TOP PICK OSB-T Norbord Inc Market Call Tonight (BNN TV) 2017-06-23 $39.980

Oriented strand board is the equivalent to plywood, when they put the panels together. The softwood lumber dispute could actually be positive for this company. A lot of their plants are in the US. This is a way to get your toe into the housing market. They just tripled the dividend. Dividend yield of 3%. (Analysts’ price target is $46.50.)

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT PHM-X Patient Home Monitoring Market Call (BNN TV) 2017-06-23 $0.475

This was taking over all the little sleep-aid companies in the US, and then ran into some issues, both with management and Medicare. Then it collapsed, but seemed to have turned around. They have some debt, but it is not a big problem. Sold off a couple of non-core businesses. Management has changed. He likes the new management team. Cash flow is growing again, so the debt is not a problem. He owns some of the debt, but not the equity.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2017-06-23 $1.780

This does blood plasma protein. It is something that has been very easy for them to get FDA approval for their treatments. However, revenues and cash flow just haven’t come as they promised in the past. Did a pretty dilutive equity raise recently, which didn’t go that well. He is Short this, and probably will stay Short until the stock from the equity deal gets cleaned up.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
COMMENT POW-T Power Corp Market Call Tonight (BNN TV) 2017-06-23 $29.250

The problem is that the market doesn’t recognize that this has good assets offshore, and they don’t like Power Financial (PWF-T) because of their emphasis on mutual fund sales. It is sort of in limbo. You only buy this on the basis of wanting a stock that has a safe dividend and a reasonable yield. Thinks this is just going to go sideways. You could probably do just as well by going to one of the banks or one of the insurance companies.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT SCR-X TheScore Inc. Market Call (BNN TV) 2017-06-23 $0.185

As the growth slowed in the adoption of the app, the stock declined. However, the company still has plenty of cash and they are getting a big tax refund. Thinks they are going to be “break even” in the 3rd quarter this year. They’ve taken their user base of about 11 million people or so, and are starting to break into some really larger advertising accounts. Revenue growth has been quite nice, and he sees that continuing. They also have a good relation with Facebook (FB-Q) where they get a lot of traffic. Sees more upside than downside.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
DON'T BUY SJ-T Stella-Jones Inc. Market Call (BNN TV) 2017-06-23 $43.740

This doesn’t show up well on his screens. Earnings growth has really slowed, so he has a small Short on it. The railway ties are tied to oil/gas and infrastructure in Western Canada. He would stay away from this.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
COMMENT SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-06-23 $44.880

A very well-managed company. The market problems lately, particularly on the Canadian side, has held them back. They have a good product. This is a long-term hold. Good product spread. Dividend yield of 3.9%.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT SVI-X StorageVault Canada Market Call (BNN TV) 2017-06-23 $2.710

Public storage. Fairly valued at this time. Management still has a lot of runway in terms of acquisitions.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Unknown View
PAST TOP PICK SWC-N (Dead) Stillwater Mining Co. Market Call (BNN TV) 2017-06-23 $18.000

(A Top Pick March 29/16. Up 4%.) *Short* This was taken over by another company.

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH No View
PAST TOP PICK TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-06-23 $65.270

(A Top Pick May 27/16. Up 17%.) Banks make a great, solid part of your portfolio. Dividends are okay and they increase on a regular basis. He likes this bank, particularly because of their expansion into the US. A little disappointed that it has not paid off recently, but he understands they are reorganizing in the US.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-06-23 $21.970

The stock shot up when demand for met coal was strong, but that has now passed and we are really waiting for base commodities such a zinc, copper, etc. There really hasn’t been a major change in the commodity cycle just yet. It will come, but it may not be for a couple of years.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
HOLD TRP-T TransCanada Corp Market Call Tonight (BNN TV) 2017-06-23 $62.350

The prospects for this company with Keystone has improved significantly. Trump’s positive approach to this is not going to go away. The States they are involved with seem to have a positive attitude towards it.

David Cockfield CANADIAN & ETF's UNKNOWN Unknown View
COMMENT XWD-T iShares MSCI World Index Fund Market Call Tonight (BNN TV) 2017-06-23 $46.480

An ETF that is basically invested in a number of countries around the world. It is an international type index. Has been avoiding this area because of some of the problems different countries have had. Indications are that growth outside of North America is definitely improving. You may be back in a situation where you want to have part of your portfolio in international securities. He is not quite convinced yet. It has potential for growth.

David Cockfield CANADIAN & ETF's UNKNOWN No View
DON'T BUY YRI-T Yamana Gold Inc. Market Call (BNN TV) 2017-06-23 $3.530

There are concerns over the balance sheet as it has quite a bit of debt. They spun off a few mines into a new vehicle called Brio Gold, and got some cash in the door from that. Operationally, it has been an under performer for such a long period of time, and the stock has really tracked that. There are better places to be in gold. He is Short this against some of his Long positions. (See Top Picks.)

James Hodgins MARKET NEUTRAL INVESTING: SMALL/MID-CAP BEARISH Yes View
TOP PICK ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call Tonight (BNN TV) 2017-06-23 $30.070

When he sees markets getting into the patterns they have been lately, this is a package of stocks, low volatility, that seems to do well in rather uncertain kinds of environment. A good fall-back position if you are concerned about markets.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
PAST TOP PICK ZLU-T BMO Low Volatility US Equity ETF Market Call Tonight (BNN TV) 2017-06-23 $31.260

(A Top Pick May 27/16. Up 10%.) He still likes this. It is a good safe way to tap into the US market, particularly if you are concerned about the Canadian situation.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
TOP PICK ZWU-T BMO Covered Call Utilities ETF Market Call Tonight (BNN TV) 2017-06-23 $14.110

Had been avoiding the utility area, because he saw the temper tantrum the market went through with the thought that rates were going up in the US. He’s come to the conclusion that interest rates are going to stay low for a lot longer than anticipated. Utility yields are quite attractive, and it is almost impossible to get those kinds of yields out of the fixed income market.

David Cockfield CANADIAN & ETF's UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-22 $0.020

Markets. He sees a fairly strong economic backdrop.  There are checks in every box he is looking for.  There are technicals shorter-term that have deteriorated.  He is primarily Canadian.  Banks and oil have pulled back.  There are a lot of other sectors that have picked up and the TSX has done well.  He would like to see the technicals improve before going full into the market.  The HCG-T financing adds more stability to the Canadian financials.  Investors have taken some money off the table in energy and banks.  HMMJ-T (Cannabis) was launched during a very feverous pitch in the Marijuana sector and about the time legislation was tabled.  There has now not been a lot of news.  We will not expect any news through the summer and then get some news in the area of regulation.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-22 $0.020

Market. We are getting global economic growth, but not at a significant clip. A year ago, the whole world was not growing. Europe was down, Canada was having trouble and the US was growing at 2%. Looking at some of the numbers now, you are seeing good global growth. It’s not going to be 3% or 4%, it’s going to be something like 2%. The world growing at 2% is much better than a part of the world going at 2% and the rest of the world growing at negative numbers. You are seeing low rates, low inflation and good global growth, which adds up to a stock market that continues to do well.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-22 $0.020

Individual stocks or an ETF in the European market? If you are going to be putting money into Europe, the best way to deal with that is probably through an ETF. Europe is going to do well. It is a much more cyclical economy, so you tend to have a lot less tech there, and more utilities. Dividend yields are quite high there, so he would look for more of a dividend paying ETF.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Unknown View
DON'T BUY ACB-X Aurora Cannabis Market Call (BNN TV) 2017-06-22 $2.190

(Market Call Minute) Certainly not his top pick here.  They are building a massive operation in Alberta, however. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
WATCH ACQ-T AutoCanada Inc. Market Call (BNN TV) 2017-06-22 $18.000

The issue that continues is that so many of their dealerships are in Western Canada and tied to the oil business.  As long as that is the case it will trade up and down with oil.  There are a lot of dealers that are looking to retire and in some cases they don’t have anyone to sell their business to.  There is a lot of room there and we have not seen any US companies come into Canada.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2017-06-22 $18.000

This collapsed when they were buying auto dealerships, integrating them, and supplying technology to their back-office, etc., but they never integrated them, made 14 acquisitions in one year and were primarily in BC and Alberta. New management came in and did a lot of things the old management didn’t do, including reducing the number of acquisitions per year. They are now one of the largest players. Trading at about 11X earnings. They throw off about $40-$50 million of free cash, which they will use to buy a couple of other dealerships. Dividend yield of 2.2%. (Analysts’ price target is $22.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
WAIT AD-T Alaris Royalty Market Call (BNN TV) 2017-06-22 $20.130

It broke down on a technical basis and he sold it.  They had a couple of royalty companies that went sideways.  Investors are in it for the yield.  They are constantly looking for new acquisitions, but they have been dealing with all these ones that went sideways.  Wait until they have things cleared up before buying.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
BUY AFCC-X Automotive Finco Corp. Market Call (BNN TV) 2017-06-22 $2.500

They are providing almost a royalty payment to those wanting to financial auto dealership loans.  They go out and borrow money and make royalty investment in those investing in a dealership.  He is watching for them to make a third party investment outside of their dealer group.  They pay a great dividend and have fantastic cash flow.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
BUY on WEAKNESS BABA-N Alibaba Group Holding Market Call Tonight (BNN TV) 2017-06-22 $142.270

An online, mobile, e-commerce site. They don’t actually own inventory or sell anything. They provide a 3rd party online service to people who want to sell. They have some really good businesses including Alipay which is growing rapidly, and a Cloud business. 80% of revenue comes from China with about 400 million buyers and about 5 million sellers. A very big company in China. The stock has done well because of the expectation that they are going to be moving internationally. There are a lot of positive things. The one problem is that it is competing outside of China, and it is much harder for them to compete against the Amazons of the world. Look at this on a big pull back.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Unknown View
COMMENT BB-T BlackBerry Market Call Tonight (BNN TV) 2017-06-22 $14.660

This has been in a period of restructuring and have really decided what they want to be now, and are executing on that. If you are patient, this will do well for you.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
BUY BEW-X Bewhere Holdings Inc Market Call (BNN TV) 2017-06-22 $0.330

They have an interesting technology.  It is Bluetooth.  It is low power.  They signed a deal with Bell to resell their devices which link to a cell tower and keep track of almost anything.  They are about to announce a contract with a company that is rumored to be Brinks, to track everything they handle.  He thinks it will be cash flow positive this year.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
WATCH BKD-X Breaking Data Corp Market Call (BNN TV) 2017-06-22 $2.050

(Market Call Minute) It looks very interesting with the deal they have just done.  He would like to see how this deal comes through.  If it is the way they thought, it would certainly be a buy.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
PAST TOP PICK BMW-GR Bayerische Motoren Werke AG Market Call Tonight (BNN TV) 2017-06-22 $0.000

(A Top Pick June 16/16. Up 28%.) He still likes this. A great brand name and you are not paying a high multiple for it. Pays a great dividend. The Quandt family owns about 40% of the company, so you have a very strong shareholder. China is doing very well for them. There is pent-up demand in Europe.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
TOP PICK BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-06-22 $2.660

They had all these bus orders for Canadian customers.  They were getting trials and then huge orders.  Now they are doing the same thing in the US.  They provide smaller transit busses.  (Analysts’ target: $3.83).

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
TOP PICK BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-06-22 $33.060

This is a private equity firm, one of the biggest in the world. They’ve just did a deal for an infrastructure fund for Saudi Arabia. Trading at about 10X on earnings. They are good asset accumulators. Dividend yield of 7.2%. (Analysts’ price target is $36.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
BUY CHH-T Centric Health Market Call (BNN TV) 2017-06-22 $0.700

It is a big turnaround story over the last three years.  They managed to sell off a division for more than expected.  They are dispensing drugs through nursing homes.  They have automation to make sure all these multiple pill packs have all the right medications in them.  They get long term contracts to service these facilities.  The thought is that CHH-T will end up getting all the McKesson contracts after the acquisition of Rexall, CHH-T’s supplier.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
PAST TOP PICK CRH-T CRH Medical Corp. Market Call (BNN TV) 2017-06-22 $7.820

(Top Pick Jun 30/16, Up 52%) It was almost $12 at one point and was really stretched, then a short report came out, all before he bought it.  He likes the business and feels they will continue to do well.  They have great cash flow for acquisitions. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
TOP PICK CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-06-22 $77.220

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
WATCH CVX-X Convelo Health Market Call (BNN TV) 2017-06-22 $0.190

It has been a top pick.  He has a small position right now.  Rehab facilities in California.  They changed the way they compensate employees.  It should drive profitability up.  Hopefully it will make a turn as the numbers start to come out.  He is cautiously optimistic on this one at the present time.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
BUY on WEAKNESS DOL-T Dollarama Inc. Market Call (BNN TV) 2017-06-22 $123.360

(Market Call Minute) A real solid company and he would continue to hold it or wait for a pull back if you want to own it.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-06-22 $153.400

This has a great massive advantage over everybody else in their field. Also, there is more advertising done online now than there is on television with most of it going to this company or Alphabet (GOOGL-Q). The risk is that it is no longer seen as a technology company, but more of a broadcasting company. The multiple you pay for a broadcaster is substantially lower than what you pay for a tech company.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
HOLD GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-06-22 $70.480

A very important story. They had a Hep C drug that was so good it was curing everybody, so it is running out. Everybody underestimated how fast it was happening. This is trading at about 8X earnings. Has a great dividend yield and lots of cash and an incredible balance sheet. They have an HIV drug which is very strong and does well. Feels they have to do something with their cash and move in a different direction by making an acquisition. At this point, the stock is really giving the company zero value for their Hep C business. There is some good value in their pipeline. You aren’t paying a lot for the company right now with their free cash flow yield of almost 9%.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
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