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) 2017-01-18 $0.020

Market. The market is not grossly overvalued or undervalued. If you like a company and you like the stock, Buy it. He doesn’t try to predict the market or the economy. If you can get a good company, it will still be a good company in a bad economy. You want to be an investor through the cycle. Watch what management does. You don’t want a management trying to massage their stock for the quarter, but you do want a company that can execute well. Basically, that means a company can’t over promise.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-18 $0.020

Market. He is constructive. Everybody is waiting for a pullback to happen from this really big move. There is now the uncertainty of what Trump will actually do. However, we have improving economic data, a rosier outlook for S&P earnings, and when you combine all the Trump friendly policies for investors, it is going to be a pretty good year. Investors want to be buying the reflation trade, and he likes to do that with dividend stocks that are going to pay him to wait.

Greg Newman CANADIAN DIVIDEND BULLISH _N/A View
COMMENT AD-T Alaris Royalty Market Call (BNN TV) 2017-01-18 $22.600

This has been a great little company over the years, with a very good historical record of increasing the dividend. Last year they ran into some portfolio problems, pretty much for the 1st time of anything significant. There are 4 or 5 companies that are under development and are not performing, and not paying royalty payments to them. Last week they made another announcement, and as they continue to make new investments, it dilutes that problem. But they still have the underlying problem of some underperforming investments. He would be a cautious buyer for income. They have to get good credit for 5-6 years of good growth and good performance. Dividend yield of 7% is not being covered by cash flow right now, but doesn’t think it is going to get cut either.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT ADN-T Acadian Timber Corp Market Call (BNN TV) 2017-01-18 $17.480

An east coast company with a lot of resources. Unfortunately, they have the softwood trade dispute with the US which is causing uncertainty. It has a decent dividend and is a good little company. He would use a little caution as he has no idea what is going to happen with the trade dispute.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK ADW.A-T Andrew Peller Market Call (BNN TV) 2017-01-18 $11.100

(A Top Pick Jan 15/16. Up 66.84%.) Had thought this had good growth potential, and it really delivered. Had a 3 for 1 split which added more liquidity. The yield is pretty tiny, so he wouldn’t hold this for the yield.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT AFN-T Ag Growth International Inc Market Call Tonight (BNN TV) 2017-01-18 $54.610

Just made a very accretive acquisition, which he thinks is going to give them EPS growth of about 40% annually for the next couple of years. The payout ratio is looking sustainable at 67% for 2017. Debt to EBITDA is a little elevated, but he sees that coming down. However, it is trading pretty high compared to its historical averages. He would play this by writing puts. Dividend yield of 4.93%.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT APH-X Aphria Inc Market Call Tonight (BNN TV) 2017-01-18 $4.980

There is no way to analyse marijuana stocks. They don’t have any earnings yet and they’re completely speculative. However, it is going to become a legalized area in Canada, and you want to go with the big guys.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-01-18 $11.340

A renewable power company, and like a lot of Canadian companies, they made an acquisition in the US. There are a few more opportunities in the US. Bigger is generally better in utilities. They just raised their dividend by 10%. This is one of his favourite renewable plays. Their dividend track record in growth has been very impressive. A very, very solid name.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call Tonight (BNN TV) 2017-01-18 $11.340

(A Top Pick Jan 21/16. Up 9.72%.) Chose this for solid growth. He believed that yield proxies had more life in them and that interest rates would stay low for some time. He still sees this growing really well, 16% over the next couple of years. He sees dividend growth. The whole group might be a little expensive when there are more exciting alternatives.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-01-18 $15.650

Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2017-01-18 $20.830

A good name. It is down 10%, because he thinks it is border tax concern. Also, natural gas prices kind of had the stuffing knocked out of them in the first 2 weeks of January. Their balance sheet is really fine. Valuation is a little bit pricey relative to its peers, but it is not an expensive valuation. The dividend is paying you to wait, and is fairly sustainable. He is looking at a $3.30 natural gas price. Thinks you will be fine.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT AT-X AcuityAds Inc Market Call (BNN TV) 2017-01-18 $2.300

Digital targeted ads. Their forecasts went up 50%. Management owns a ton of this, somewhere in the 60% range. The stock has done very, very well in the short term, so it is one that needs to be watched. They had a financial release today, but he hasn’t had a chance to look at it.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call (BNN TV) 2017-01-18 $17.770

Most of their previous problems have been resolved. The former CEO still owns 17%-18% of the company, and that is not going away until he Sells, but he is not involved with the company. The opportunity of online gaming looks good in Europe, and the growth should be there. The valuation has dropped enough that it is kind of attractive on a fundamental basis. However, the US is much slower, and the take-up on online gaming has been much slower than anticipated, and that is a drawback. They have a new president. Maybe something will change in terms of regulatory issues. However, fundamentals are pretty good. A growth company with a lot of debt, but it is priced right. If you just ignore the whole past 18 months, it looks pretty good. Doesn’t think a whole lot is going to happen in the short term. If you own it, he wouldn’t buy any more. If you don’t own it, you could consider it.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-01-18 $45.020

(A Top Pick Jan 21/16. Up 15.95%.) Still models really good growth for them at 16% over the next couple of years. You can own a little bit of this, but it is not going to do the heavy lifting, and there will be sector rotation out of it.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2017-01-18 $46.940

A great company. He models 25% AFFO growth this year and next. They are on 4 different continents and have a record backlog. Trading at 14.9X versus its 3-year average of around 16.3X. You could buy this now, but it is a bit of a yield proxy.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
PARTIAL BUY CGC-T Canopy Growth Corp. Market Call Tonight (BNN TV) 2017-01-18 $9.300

There is no way to analyse marijuana stocks. They don’t have any earnings and they’re completely speculative. However, this is going to become a legalized area in Canada, and you want to go with the big guys such as this one. You can own a little of this and just leave it.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-01-18 $16.000

A “go to” stock when oil runs, but in terms of quality names, he just doesn’t put this in the “good quality” category. There are some headwinds against it. He would rather own a company that doesn’t issue stock all the time. Not a bad company, but just not anywhere close to his favourite. (See Top Picks.)

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
WAIT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-01-18 $16.000

This is becoming a much better name. He is now modelling $58 oil for 2017. Based on that, this is very cheap relative to its peers. Trading at about 6.6X versus its peers at about 8.9X. Its balance sheet has become much better. Payout ratio is about 94%, and it is paying you to wait. Feels this has come off because of concerns that the supply response for US shale has perked up, but also there is a concern of the border tax for Canadian oil producers. Not sure he would buy this quite yet.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
PAST TOP PICK CSU-T Constellation Software Inc. Market Call (BNN TV) 2017-01-18 $599.690

(A Top Pick Jan 15/16. Up 17.36%.) This has been one of the greatest stocks in Canada over the last 10 years. They haven’t issued any more shares. Earnings have gone up tenfold. They’ve done great acquisitions. They have 100 people dedicated to acquisitions full-time in software.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
HOLD DH-T DH Corporation Market Call Tonight (BNN TV) 2017-01-18 $23.160

In December, he upgraded this to a sector outperform again. Private equity was approaching them to possibly pick apart part of the business. A very cheap FinTech play. He can understand why the stock cratered. Their US lending business will pick up, and he doesn’t think the Canadian business is declining as fast as we saw last quarter.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-01-18 $57.220

Enbridge (ENB-T) or TransCanada (TRP-T)? These are both great stocks. This one is a little more expensive at 24X with TransCanada at about 22X. This company has some issues on Line 3 with regulators in the US, as to whether or not it goes through. Meanwhile the Trans Mountain pipeline is going to Kinder Morgan, which could pressure their main line a little down the road. Both have good growth, but this one has the better growth over the next couple of years. He likes the Keystone element to TransCanada, and thinks Trump is going to put that through.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT FLY-X Flyht Aerospace Solutions Market Call (BNN TV) 2017-01-18 $0.260

Sells to aircraft manufacturers to track planes and utilize information in a more productive way. Had a big run up when the 370 went missing in the Indian Ocean 3 years ago. The stock went way up and then came down because this is a long-term story. It has had a huge run recently. Came out with a couple of positive announcements on contracts and information, and it has kind of sparked a fire. However it is probably too early. This is a long sales process. He wouldn’t recommend this as he is more conservative, but it certainly has some good qualities.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT FSZ-T Fiera Sceptre Inc. Market Call (BNN TV) 2017-01-18 $13.160

A tough, tough business. ETF’s are taking away mutual fund business. There are new regulations showing how much clients are paying in fees. This company has gone into the US and started buying US money managers. The stock is quite cheap and pays a nice dividend. National Bank (NA-T) owns half the company. Their growth rate has been a little bit higher than the rest of the business, and he likes the acquisitions that they have done. In a tough, tough industry, he would consider this as the best stock right now in that sector.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT GM-N General Motors Corporation Market Call Tonight (BNN TV) 2017-01-18 $37.470

A name that could not get out of its own way, but is starting to come alive. Feels it still has quite a bit more in the tank. Fundamentals are finally starting to finally align, and people are finally starting to buy them. He likes this. Dividend yield of 4%.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
TOP PICK GSY-T goeasy Market Call (BNN TV) 2017-01-18 $26.010

This helps people finance purchases of furniture and appliances as well as giving short term loans. The short-term loan business is growing really, really quickly, and they get to charge a lot of money to the consumers that have to borrow money. Last year they attempted to make a big acquisition but failed, and they took a $5 million charge to earnings, a very significant hit. However, earnings still grew 41%, and this year will look much, much better, on a stock that is trading at 10X earnings and growing at a very, very rapid rate. Dividend yield of 1.92%. (Analysts’ price target is $32.33.)

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
COMMENT HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2017-01-18 $9.680

This has been really disappointing. The real estate value was $24, then $19, and now $17. His company’s target is now $14. These things happen from time to time. If you own 20 stocks, every 10 years one of them is going to face problems like this. When that happens, you have to make 2 decisions. Do you have to get out or is it something you can live with? This company is doing so many things right with their retail, and growing their global operations and with their online. However, they are fighting a huge trend right now, and all department stores are suffering. With these kind of extreme fears, and it’s almost always overdone, there will be a brighter day. This has probably overshot to the downside.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT HNL-T Horizon North Logistics Market Call (BNN TV) 2017-01-18 $2.020

A modular accommodation company in the oil patch. With all the projects, especially in the oil sands, getting cut and the problems in Fort Mac, they’ve had a pretty rough couple of years. Had a pretty big debt level and were met with declining demand. They cut their dividend twice, and the stock went way, way down. He thinks the worst is over now. Not a bad company. The debt level is still pretty high, higher than he would like. Not a whole lot of growth potential. Thinks it is going to survive the downturn, but it wouldn’t be his favourite.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
TOP PICK HWO-T High Arctic Energy Services Inc Market Call (BNN TV) 2017-01-18 $5.590

They have Papua New Guinea operations and Canadian operations. All through the energy downturn, this company kept a clean balance sheet, and most years they had an excess cash position. Last year, they took advantage of it and bought 68 new rigs in Canada. Now the cycle starts to turn. Trading at 8X earnings. Dividend yield of 3.65%. (Analysts’ price target is $6.29.)

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
HOLD IAE-T Ithaca Energy Inc. Market Call (BNN TV) 2017-01-18 $1.670

This has a stellar project in the UK. They’ve had lots of delays in getting the platform, and basically there was a lot of expectations for them to have a massive increase in cash flow a long time ago. It does look like it is going to hit this year, even with another delay. They’ll probably get production going substantially above previous levels. The stock is very, very cheap. They’ll take the cash flow and bring down debt, and the stock should get re-rated. There is plenty of potential if things go right.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK KMP.UN-T Killam Properties Inc Market Call Tonight (BNN TV) 2017-01-18 $11.960

(A Top Pick Jan 21/16. Up 22.33%.) Had thought the Halifax fundamentals might be turning the corner, which they have. Still trades at a discount to their apartment peers and they are growing faster. Apartment REITs are an asset class you can own in a rising interest rate environment.

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT LUC-T Lucara Diamond Corp Market Call (BNN TV) 2017-01-18 $3.010

The diamond business is really, really tough. It is hard to find a mine, and costs billions to develop it. For the sector, this is probably the best company you could buy. It has a nice dividend and a nice cash position. They paid a special dividend last year. There is the potential to find giant diamonds, which they already have. They’ve changed their production profile so that they can find giant diamonds. It is worth owning for the dividend and the special dividends along the way. Dividend yield of 2.1%.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
TOP PICK MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-01-18 $24.320

This is really growing well in Asia. He models a 12% EPS. Last quarter was a beat. 9% dividend growth. Still trading below its peers. Trading at 13.1X 2016, which isn’t bad relative to the TSX. Very strong balance sheet. They benefit from really good FX tailwinds to the Cdn$. They’ve taken some recent actuarial charges against their long-term care unit, which should make their quarters quieter going forward. This is an interest rate play, so as interest rates start to go higher, they should benefit. Dividend yield of 3.04%. (Analysts’ price target is $25.83.)

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
COMMENT NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2017-01-18 $1.300

A very cheap company with good potential. Unfortunately, it got caught in the whole Amaya (AYA-T) - Intertain (IT-T) Short Sell scenario. There is a valuation opportunity here, but it’s not risk free as there is some debt. Regulations still have to be decided in North America. He likes it, but only because of the valuation. Their fundamental earnings have been quite decent over the past couple of quarters.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK OTC-T Open Text Market Call (BNN TV) 2017-01-18 $83.950

(A Top Pick Jan 15/16. Up 28.69%.) There is a split coming here at the end of this month. One of his favourite software companies. It is very cheap in terms of valuation. Pays a dividend. Makes great acquisitions. They are really hitting it out of the park in terms of facilitating compliance across multi-industries.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
BUY on WEAKNESS PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2017-01-18 $27.360

Just made some great acquisitions, so their balance sheet is a little bit bloated. He sees really strong earnings growth because of their acquisitions, 30% over the next couple of years. 90% payout ratio which continues to come down. It is expensive at these levels.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2017-01-18 $2.210

Doesn’t follow this, but it is in his Growth portfolio, because there is a good opportunity in terms of using their plasma technology to develop new, novel drug candidates. They just got orphan status in Europe for one of their products, so they have decided to keep more of their licensing potential in-house, which costs more money than trying to joint venture it out. Got hit by a Short selling attack late last year, with a lot of allegations of how they are going to need money. He thinks the potential is very much there. A solid name, but it doesn’t have a whole lot of revenue.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
TOP PICK SHOP-T Shopify Inc. Market Call (BNN TV) 2017-01-18 $58.720

As Amazon (AMZN-Q) is destroying the rest of the retail world, this company is going along for the ride. They facilitate online retailers to use Amazon. They sort of transition a company into Amazon, to help with fulfilment, branding, marketing, searching, etc. Revenues have doubled over the past couple of years and will probably double over the next couple of years. Sitting on $400 million in cash. (Analysts’ price target is $68.41.)

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN No View
HOLD SIS-T Savaria Corp Market Call (BNN TV) 2017-01-18 $10.990

Makes equipment for people with limited mobility. They acquired Shopper’s Drug Mart’s home division. One of his favourite companies in the healthcare/industrial space. Demographics are in their favour. Has a great balance sheet and good management. Hiked their dividend by 30% last year, a very significant statement by management. This is one of those long-term names that he thinks will continue to make good acquisitions and continue to grow, and continue to post higher earnings.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT STB-T Student Transport of America Ltd. Market Call Tonight (BNN TV) 2017-01-18 $7.240

A higher risk, more liquid name. He sees a 60% payout ratio, so the dividend is safe for now. Trading within its 5-year range, and that is usually pretty good. Debt levels are not low, but are not terrible. He expects some sales growth over the next couple of years. Q1 is usually a weak quarter, but this time it was a beat.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
BUY on WEAKNESS SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2017-01-18 $42.430

He sees this having 16% production growth from 2016 to 2018, resulting in 22% cash flow per share growth. They easily pay their dividend. The only thing he doesn’t like is that it is trading above its peers at 8.8X, versus its peer average of 7.9X. Try to buy at a slightly lower level.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT SVC-T Sandvine Corp. Market Call (BNN TV) 2017-01-18 $2.660

A week or so ago, they missed revenue and earnings expectations. If he had $10 for every time they’ve done that in the last couple of years, he would have $100. They can’t hit a forecast to save their life. Have lots of cash, because they raised money at a higher level, and they still have the cash. Not a bad product and not a bad management team, but he would like management to take themselves private. They are never going to get a growth multiple if they can’t ever hit their numbers.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT T-T Telus Corp Market Call Tonight (BNN TV) 2017-01-18 $43.530

A good name longer-term, but there are competitive pressures with Shaw right now. Thinks their dividend is going to be over 100% of their free cash flow this year due to their heavy CapX. Trading below its five-year average, and lower than the group. Telecoms are pretty expensive here. They have been acting as a bit of a yield proxy. Excellent management team. If he had great capital gains, he would be selling some of this.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
BUY TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-01-18 $34.100

This was weak and it disappointed the street. A good, blue-chip quality generic name, that you want to buy when it gets really cheap. Looking at the chart, it has gotten really cheap again. Trading at about 7X with an 8% growth rate.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
COMMENT TNC-X Tio Networks Corp Market Call (BNN TV) 2017-01-18 $2.840

This is becoming a bit of a FinTech play. They offer bill payment services for people in the US and people without bank accounts. People who don’t have bank accounts is actually a very big part of the world economy. This made a great acquisition last year. Stock continues to hit new highs, pretty much on a daily basis. The market cap is growing, so more people are interested in it now. Some of the easy money has been made, but it still has potential. Definitely has good characteristics.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT TOY-T Spin Master Corp Market Call (BNN TV) 2017-01-18 $32.570

He likes this company quite a lot, in terms of its growth profile and management. The whole Hatchimal noise was a bit overblown. The company growth is very good. They know what they are doing. They can target demand and invent new products that are big winners.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT TPK-T Ten Peaks Coffee Co Market Call (BNN TV) 2017-01-18 $7.100

They use a chemical free process for their decaffeinated coffee, which is winning a lot of customers. Tim Hortons is a client. A classic scenario where a company grows very, very fast, and is a thin a trader and relatively cheap. The stock did very, very well, and then they missed an earnings result. Down at these levels, it is much more attractive than it was. He likes it more now, but it is still kind of risky, but better than it was a year ago.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT TRP-T Trans Canada Corp Market Call Tonight (BNN TV) 2017-01-18 $61.980

Enbridge (ENB-T) or TransCanada (TRP-T)? These are both great stocks. Enbridge is a little more expensive at 24X with this one at about 22X. This has some issues on Line 3 with regulators in the US, as to whether or not it goes through. Both have good growth, but Enbridge has the better growth over the next couple of years. He likes the Keystone element and thinks Trump is going to put that through.

Greg Newman CANADIAN DIVIDEND BULLISH Unknown View
TOP PICK VSN-T Veresen Inc Market Call Tonight (BNN TV) 2017-01-18 $13.310

This has a lot more free cash flow of around 10.7 relative to their peers of 7.1. He sees strengthening in natural gas prices. They have 45% of their product in the US, so they get the big tailwinds of FX. They are building out their midstream operations from 14% to about 24% by 2019. Dividend yield of 7.51%. (Analysts’ price target is $14.09.)

Greg Newman CANADIAN DIVIDEND BULLISH Yes View
DON'T BUY WPRT-T Westport Fuel Systems Inc Market Call (BNN TV) 2017-01-18 $0.000

Uses natural gas to boost the efficiency of large engines. He has been hearing how great they are for at least 22 years. The company has done a really poor job in bringing out shareholder value. They like to raise money and have raised a lot over the years, but have never been profitable and never made that much in cash flow. He thinks this is one of the worst companies in Canada.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT XAU-T Goldmoney Inc Market Call (BNN TV) 2017-01-18 $2.970

Trying to create gold as a currency. You deposit gold and they store it for you, and then you use it like a debit card. Has a very good customer growth rate. A lot of people like the concept. They are really trying to change the world a little. Management has a pretty good pedigree. They’ve raised some money and the growth is there. Unfortunately, customer acquisition costs are quite high. He isn’t really excited about this and wouldn’t expect a whole lot of profits for a couple of years. Maybe a better stock down the road.

Peter Hodson CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-17 $0.020

Market. We have a simple problem called Valuation. Markets have run up from about 11 months ago. Their lows in February were up about 30%, but since the election we are up close to 10%. The question is, are these valuations sustainable. The NASDAQ hit 5 record highs in 6 trading days last week. There are some significant headwinds including interest rates, up nearly 100 basis points from last summer, the strengthening US$ given that US multinationals get up to half of their revenue from overseas, corporate earnings had a solid month in Q3, and thinks they will come through in Q4, but what are they going to do going forward.

David Dietze US EQUITIES CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-01-17 $0.020

Healthcare. He is bullish on this sector. People on both sides of the political aisle are scared to death, because healthcare costs are just jumping double digit percentages, and questioning what can be done about that. His analysis is that the downside risk, should they repeal Obamacare and do nothing about it, is probably less then if they repeal it, put a new name on it, prop it back up, and it is business as usual, it would have tremendous upside. Valuations are far more tempting than they were a year ago.

David Dietze US EQUITIES CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-17 $0.020

Markets.  ‘Closet Indexing’ is when a manager buys an underperforming stock that is a large part of the index, but in a portion less than what it makes up in the market index.  A study has found that 37% of the Canadian market is subject to ‘closet indexing’.  The study only looked at mutual funds.  She thinks closet indexing is designed to underperform. She feels managers should be more selective.

Jennifer Radman US LARGE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-17 $0.020

Tweets controlling the market?  It creates volatility and buying opportunities in good companies.

Jennifer Radman US LARGE SELECTIVE _N/A View
DON'T BUY AAPL-Q Apple Market Call Tonight (BNN TV) 2017-01-17 $120.000

She likes companies that don’t sell to consumers.  It is a tough industry.  She watches Apple from the sidelines.

Jennifer Radman US LARGE SELECTIVE No View
COMMENT AMZN-Q Amazon.com Market Call (BNN TV) 2017-01-17 $809.720

Has a lot of respect for this company. There is no sharper entrepreneur that has done more in the last decade than Jeff Bezos. He is wiping out whole swabs of the retail space. On this one, don’t use PE, but instead use Price to Sales as a valuation. On that basis, it is far more reasonable.

David Dietze US EQUITIES CAUTIOUS Unknown View
BUY on WEAKNESS AOS-N A.O. Smith Market Call (BNN TV) 2017-01-17 $47.590

A classic meat and potatoes company, and a wonderful long term hold. They have some great niches, including their traditional boiler business. Have branched out overseas, giving them great long-term growth potential. He is a bit cautious on industrials right now. They, along with energy and financials, have really rocketed post the election on hopes of a better economy. If he saw a significant pullback in this quality company, he would be looking to take positions at that time.

David Dietze US EQUITIES CAUTIOUS Unknown View
TOP PICK APOG-Q Apogee Enterprises Inc. Market Call Tonight (BNN TV) 2017-01-17 $55.560

Glass that goes onto multi-story buildings.  They are involved with the design aspects with architects.  They have a good line of sight of where the market is going and have a nice pipeline of activity ahead of them.  They are running the business quite well.  They grew their margins without really getting any benefit from their end market.  (Analysts’ target: 54.50).

Jennifer Radman US LARGE SELECTIVE Yes View
BUY on WEAKNESS BAC-N Bank of America Market Call (BNN TV) 2017-01-17 $22.050

If looking for the stock that is going to most benefit from rising US interest rates, regulatory reform and a stronger economy, you have to go with this one. However, look at how this has moved since election day. We are not going to have another 30%-40% in the next 2 months. On any pullback below $20, he would be jumping on this. Trading very close to BV right now. He likes this for the long haul.

David Dietze US EQUITIES CAUTIOUS Unknown View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-01-17 $22.050

Event timing is quite tough. Two events that investors should remember are Brexit and how the market reacted to that and the second was Trump being elected.  No one would have predicted what would have happened within hours of his election.  Interest rate increases since the election and the prediction of growth leading to inflation caused massive moves in stocks.  The banking sector is driven by where interest rates are going.  She owns C-N.  Both events were positive for the banking sector.

Jennifer Radman US LARGE SELECTIVE No View
BUY BX-N Blackstone Group LP Market Call (BNN TV) 2017-01-17 $29.670

He is positive on this company. He basically likes the financial space and thinks this one will move up with the rest of the financials on the back of higher interest rates and regulatory reforms. Trading at a very reasonable valuation. It has a good payout.

David Dietze US EQUITIES CAUTIOUS Unknown View
TOP PICK CAH-N Cardinal Health Inc Market Call Tonight (BNN TV) 2017-01-17 $75.180

The healthcare space has been really beaten up since the election started.  They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US.  They have 8-9% of free cash flow.  (Analysts target: $81.88).

Jennifer Radman US LARGE SELECTIVE Yes View
BUY CBI-N Chicago Bridge & Iron Co. Market Call (BNN TV) 2017-01-17 $32.720

He likes this company. It is a smaller play, so it is going to be more volatile than the overall market. If you are bullish on fossil fuel prices, you should be even more bullish on this company. It trades at a very low PE valuation. It has long-term promise as it spreads its business overseas.

David Dietze US EQUITIES CAUTIOUS Yes View
BUY CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-01-17 $29.990

It is one of her higher holdings.  It has been a bit of a show-me story.  They have been really good at disrupting themselves and getting into new technologies.  They have done well on the gross margin side.  She thinks their shares will continue to climb higher.  There is quite a bit of room to go.

Jennifer Radman US LARGE SELECTIVE Yes View
PAST TOP PICK DOX-Q Amdocs Market Call Tonight (BNN TV) 2017-01-17 $59.740

(Top Pick Feb 19/16, Up 4.26%) She is not happy with the return over the last year.  There are concerns about AT&T spending.  But they are doing interesting things on the networking side.  She likes companies that other companies can’t live without.  She thinks there will be a lot more penetration to telecoms globally.  They have a 7% free cash flow yield.

Jennifer Radman US LARGE SELECTIVE Yes View
COMMENT ENDP-Q Endo International Market Call (BNN TV) 2017-01-17 $0.000

This is for the risk-takers. The stock was close to $70 a share within the last 18 months. Now it is around $13. The concern is that their business model has gone broke. They decided they wanted to acquire companies instead of spending a lot of money in the lab in R&D and not generating anything. They just reaffirmed guidance, and they should earn $4-$4.50. On a $13 stock, if they just earned half of that, it is one of your cheapest companies in the whole healthcare space. If we just get some stability in the outlook and know what is going to replace Obama care, this stock could easily double over the next 5 years.

David Dietze US EQUITIES CAUTIOUS Unknown View
DON'T BUY F-N Ford Motor Market Call Tonight (BNN TV) 2017-01-17 $12.610

It is tied to the economy.  We hit a high on US auto sales.  You may see positive surprises or a downturn in the auto space.  She does not do this for her clients.

Jennifer Radman US LARGE SELECTIVE No View
DON'T BUY G-T Goldcorp Inc Market Call Tonight (BNN TV) 2017-01-17 $19.770

She never knows what to do with gold as it seems such a sentiment trade.  In 2008 gold was the only thing that worked.  As market sentiment comes off gold does well, but now you are trading the timing of when that sentiment comes off.  She thinks that is very difficult.  G-T is focused on cost with the lower commodity price.

Jennifer Radman US LARGE SELECTIVE No View
COMMENT GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2017-01-17 $71.910

This is such a high quality and the valuation is so cheap. They have the leading compounds for Hep C and HIV treatments. The concern is that there is going to be some kind of price controls on these life-saving drugs, but what people fail to realize is that these drugs actually save costs in the system, because it keeps people out of the hospitals. This company has a very bright future as a real leader in the healthcare space.

David Dietze US EQUITIES CAUTIOUS Unknown View
COMMENT GLW-N Corning Inc Market Call (BNN TV) 2017-01-17 $24.190

Great company and has done a wonderful job over the decades, morphing from an old-line glass company into something that is really in the Tech mainstream. To the extent that there are some deemed protectionist policies promoted by Trump, he wonders what that does to a company like this, because so much of their business is global. There could be some real volatility.

David Dietze US EQUITIES CAUTIOUS Unknown View
BUY HD-N Home Depot Market Call Tonight (BNN TV) 2017-01-17 $135.930

It has been pretty flat over the last year.  They have a very good market position.  She gets repair and remodeling exposure through other companies.  The average home gets $3500 spent on it when it changes hands, according to HD-N.  Changing family formations with millennials leaving home to get their own are still a benefit to HD-N.  It looks more interesting now than it has in the past.

Jennifer Radman US LARGE SELECTIVE No View
BUY IRG-T Imvescor Restaurant Group Market Call Tonight (BNN TV) 2017-01-17 $3.360

She thinks it is a great company and is a core holding.  There are a lot of good catalysts.  They were a group of fast serve restaurants in Quebec put together by a banking group that did not know restaurants and who then brought in experts, remodeled stores and got the business back on track.  They had a nice same store pickup.  They are now looking at making acquisitions in that area.  The valuation is well below other restaurant peers across North America.  She thinks there is plenty of upside remaining.

Jennifer Radman US LARGE SELECTIVE Yes View
COMMENT JNJ-N Johnson & Johnson Market Call (BNN TV) 2017-01-17 $114.870

A wonderful company. His only reservation is, if looking for healthcare, this company has a lot of over-the-counter of hairsprays, Band-Aids, etc. They have a wonderful dividend.

David Dietze US EQUITIES CAUTIOUS Unknown View
COMMENT JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2017-01-17 $83.550

As these companies earn more money and we get into a higher rate environment we can get dividend increases.  She prefers share buy backs.

Jennifer Radman US LARGE SELECTIVE Unknown View
COMMENT KKR-N KKR & Co. LP Market Call (BNN TV) 2017-01-17 $17.230

As a private equity conglomerate with hedge funds, etc., there is a lot of leverage in this business. If borrowing rates go up, that could impact profitability. Also, volatility may not help their business. Trading at a very reasonable valuation and offers a good payout. This is sensitive to interest rates.

David Dietze US EQUITIES CAUTIOUS Unknown View
BUY KKR-N KKR & Co. LP Market Call Tonight (BNN TV) 2017-01-17 $17.230

Mid-last year she had concerns on the credit side and their access to capital.  They are doing a great job.  The management team is frustrated with the share price.  If we are at the beginning of a significant rise in rates, you still get a higher yield owning equities right now, so she thinks they have the ability to do well.  They are in great shape and one of the cheapest stocks in the financial sector.

Jennifer Radman US LARGE SELECTIVE Yes View
WATCH M-N Macys Inc. (formerly Federated Department Stores) Market Call Tonight (BNN TV) 2017-01-17 $29.900

They trade at about half of the valuation that the rest of the market trades at.  They have struggled with traffic and inventory.  They are working on getting quicker speed to market and return on capital.  They need to get more sales out of less inventory.  But traffic is the golden goose.  It will be volatile until they solve that problem.  At some point things will shift and people will get excited about getting back into these stores.

Jennifer Radman US LARGE SELECTIVE No View
COMMENT MCK-N McKesson Corp Market Call (BNN TV) 2017-01-17 $148.430

A decent play on a healthcare rebound. This is really a triumvirate of 3. You have Amerisourcebergen (ABC-N), Mckesson (MCK-N) and Cardinal Health (CAH-N). They have 90% of the drug distribution business. It’s a low margin business, but the good news is that everyone who wants to get into it leaves it for these 3. The valuation is far more attractive now.

David Dietze US EQUITIES CAUTIOUS Unknown View
COMMENT MET-N Metlife Market Call (BNN TV) 2017-01-17 $53.550

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to this one for being bigger. Currently he likes the life insurers because the banks have run up so much.

David Dietze US EQUITIES CAUTIOUS Unknown View
BUY on WEAKNESS MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-01-17 $62.530

They have done a phenomenal job.  We had a nice multiple re-rates on the stock.  With regards to Tweets regarding this stock, it creates volatility and buying opportunities.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY NKE-N Nike Inc Market Call Tonight (BNN TV) 2017-01-17 $53.650

They have great margins, return on capital and dominance within the industry.  There is a big trend with athletics for leisure.  There are a lot of stores that sell this type of stuff that didn’t exist a few years ago.  Their success has attracted a lot of competitors.  What happens when people stop wanting to go to the grocery store in track pants?  Retail in General has been smoked.  It could be turning around but she would prefer one without such a high valuations.

Jennifer Radman US LARGE SELECTIVE Unknown View
DON'T BUY NSC-N Norfolk Southern Market Call Tonight (BNN TV) 2017-01-17 $108.900

The rail space has seen a great run on the back of part of a Trump rally as well as the head winds from last year rolling over.  She held CSX, but sold in the last few weeks on this rally.  Last time we had a really big pickup in volume we saw a reduction in margins so she took money off the table.

Jennifer Radman US LARGE SELECTIVE No View
PAST TOP PICK OMC-N Omnicom Group Market Call Tonight (BNN TV) 2017-01-17 $84.820

(Top Pick Feb 19/16, Up 13.72%) They specialize in advertising.  When you look at the complexity of reaching customers, you have to deal with all the online stuff.  The growing complexity causes you to have to specialize in this part of the market.

Jennifer Radman US LARGE SELECTIVE Yes View
COMMENT PFE-N Pfizer Inc Market Call (BNN TV) 2017-01-17 $32.060

He is bullish on this. It is all about risk/reward. The company has an infrastructure, in terms of its sales force, that is unmatched. They have a very pristine balance sheet. Wonderful research and development operations. Very attractive dividend at close to 4%. It will likely outperform the Dow over the next 12-18 months.

David Dietze US EQUITIES CAUTIOUS Unknown View
COMMENT PRU-N Prudential Financial Inc Market Call (BNN TV) 2017-01-17 $103.920

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to MetLife for being bigger. Currently he likes the life insurers because the banks have run up so much.

David Dietze US EQUITIES CAUTIOUS Unknown View
COMMENT QCOM-Q Qualcomm Market Call (BNN TV) 2017-01-17 $64.190

This had a good 2016. The whole management team has done a wonderful job over the years of keeping the company in the right themes in the technology atmosphere. Also, they really have embraced the concept of returning money to shareholders. The rate of dividend growth, double-digit percentage, will probably continue. Dividend yield of 3.2%.

David Dietze US EQUITIES CAUTIOUS Unknown View
PAST TOP PICK RHI-N Robert Half International Market Call Tonight (BNN TV) 2017-01-17 $48.830

(Top Pick Feb 19/16, Up 30.85%) It got hit pretty hard last year.  The market was pricing in a recession that didn’t happen.  It had a great recovery.  They have an 8% cash flow yield.  She thinks we will see a much higher share price going forward.

Jennifer Radman US LARGE SELECTIVE Yes View
BUY T-N A T & T US Market Call (BNN TV) 2017-01-17 $41.110

This is your classic bond surrogate. Between AT&T and Verizon (VZ-N), it is almost a duopoly. Pays an excellent dividend of close to 5%, and trades at a very reasonable valuation. Thinks their merger with Time Warner will go through and make them stronger.

David Dietze US EQUITIES CAUTIOUS Unknown View
TOP PICK TCN-T Tricon Capital Group Market Call Tonight (BNN TV) 2017-01-17 $9.730

A Canadian company with a lot of exposure to the US.  They have rental, development and individual homes.  She had avoided this space, but there are a lot of avenues across they space for them to grow.  It is a great price compared to their net asset value.  She has owned it for a while and is flat on the position.  They bring in a lot of experts to work with and she thinks that is key.  (Analysts Target:  $12.56).

Jennifer Radman US LARGE SELECTIVE Yes View
TOP PICK TEVA-N Teva Pharmaceutical Market Call (BNN TV) 2017-01-17 $33.750

This was close to $70 a share, and currently is at about $34 a share. It could earn $4-$5 in the next 12 months, a very attractive valuation. 60% of their business is generics, and they are the market leader. About half their revenue is coming from emerging markets, and that has to be a growth area. Just acquired about a $30 billion portfolio of generics from Allergan. Dividend yield of 4.02%. (Analysts’ price target is $45.50.)

David Dietze US EQUITIES CAUTIOUS Yes View
TOP PICK UL-N Unilever PLC Market Call (BNN TV) 2017-01-17 $41.610

He likes this because it is the 3rd largest globally with 57% personal products and 43% consumer food items. If there is any weakening in the dollar, you are going to see this company improve their performance. 50% of revenue is coming from emerging markets, so this is a growth area. Dividend yield of 3.42%. (Analysts’ price target is $36.72.)

David Dietze US EQUITIES CAUTIOUS Yes View
HOLD VLO-N Valero Energy Corp Market Call (BNN TV) 2017-01-17 $66.190

Has not been adding to his holdings, and wouldn’t add to it right now. In his view, this is the best operated independent refiner. It now pays a good dividend of something like 3.6%. However, if you look at the current P/E ratio, it is far higher than its historical single digit PE.

David Dietze US EQUITIES CAUTIOUS Yes View
COMMENT WMT-N Wal-Mart Stores Inc. Market Call (BNN TV) 2017-01-17 $68.420

He likes this company, because it has a 3%+ dividend, giving you some ballast, and defensive characteristics should this market get volatile. It is also good if you are sceptical somewhat of the US economy taking off. This company tends to outperform when the market is going down. It has pulled back in the last few weeks.

David Dietze US EQUITIES CAUTIOUS Unknown View
COMMENT WYNN-Q Wynne Resorts Ltd. Market Call (BNN TV) 2017-01-17 $92.340

He likes this company. They have the largest market share of the Macau gaming area, and the Chinese love to gamble. The company is very well positioned. There are concerns as to access to cash, access to credit; but as those stabilize, this company’s business can stabilize. Over the long haul, this is a nice place to be.

David Dietze US EQUITIES CAUTIOUS Unknown View
TOP PICK XOM-N Exxon Mobil Market Call (BNN TV) 2017-01-17 $87.360

The ultimate Trump stock. When the president of the company is nominated to become Secretary of State, that can only benefit the company. If energy goes up, the company wins. If energy goes down, this company is going to perform because they are so diversified across the industry and geographically. Dividend yield of 3.45%. (Analysts’ price target is $89.92.)

David Dietze US EQUITIES CAUTIOUS Yes View
COMMENT XRX-N Xerox Market Call (BNN TV) 2017-01-17 $6.930

This has basically split into 2, and he thinks that was wise corporate engineering, because investors are now going to be able to pick which part of this legacy they want to invest in. Thinks a lot of people are still digesting what the balance sheet looks like and what the outlook is. He doesn’t think they are overvalued.

David Dietze US EQUITIES CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-01-16 $0.020

Markets.  Brexit news is coming tomorrow from Britain.  Brexit is part of the shift to the right and it shows that people don’t want globalization any longer.  You have to understand what it means for growth and volatility.  It is a headwind.  It will be good for British exports, but if you invest in the UK, you better buy the hedged version of the ETF.  Trump is protectionist.  We are just beginning to see what this means on a trade basis.  He thinks it will allow not more than 2% growth in the US GDP.  The banks have had a big run up and he sees a sell-the-news happening soon.  There have been some misses and we have to watch for those.  Inauguration of Trump happens this week and you have to look at seasonally patters for the last 60 years, post inauguration day.  You don’t have much growth on average for the rest of the year.  A lot of news is priced into the market.  You have to play defense.  A post inauguration correction is expected.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-01-16 $0.020

Educational Segment.  Smart Beta ETFs.  Sustainable yield.  High dividend stocks can’t usually sustain the high dividends.  Sphere’s strategy aims to offer sustainable dividends.  You have to eliminate stocks from an ETF that can’t sustain high dividends.  They have a screen for these companies.  You lose a little yield, but greatly reduce volatility.  SHC-T is a Canadian sustainable high yield ETF.  They have US, Europe, Asian etc as well.  It is not always about the MERs. 

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) 2017-01-16 $0.020

Markets.  He is not sure he knows a whole lot about a Donald Trump presidency.  You cannot make an investment decision based on tweets.  The trends in place prior to the election – reflation, cyclical doing well, and interest sensitives acting poorly, will extend into this year.  He is a magna investor and did nothing.  You do not know where the rhetoric will turn into policy.  You have to stick to trends and themes that have been developing.  Stay away from high multiple growth stocks.  Stocks hit by a Trump tweet have recovered, but it is not how this guest manages money. 

Jason Mann NORTH AMERICAN UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-01-16 $0.020

Market. Because Trump won both houses of Congress, and there was a sense he was going to bring down tax rates, get rid of a lot of red tape, temper Dodd-Frank a little, we need to actually see things getting done and what is on the agenda. There will be some volatility in the market, and you want to Buy the volatility. If he can accomplish even half what he has talked about, it would bode well for the stock market. When you have an opportunity like this, if you like a particular stock and the fundamentals and a particular sector, now would be the time to get in. However, you have to feel comfortable with what you are buying.

Paul Harris, CFA GLOBAL LARGE UNKNOWN _N/A View
TOP PICK AC-T Air Canada (B) Market Call (BNN TV) 2017-01-16 $13.810

It is time to recommend this one.  It has great price momentum and the valuation is cheap – 4 times PE.  It beat on a decent quarter.  The challenge has been their debt load, but it seems they can now leverage their balance sheet.  Discipline has come back into the trade.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2017-01-16 $25.750

This fell apart over several years, simply because they were in BC and Alberta during the hard time. Secondly it is supposed to be a growth by acquisition story and they were buying 2-3 dealerships a year, but 1 year they did 15 dealerships, way too many. Also, they didn’t really integrate their back-office effectively. New management came in and are committed to making only 2-3 acquisitions a year. A good story at these levels, and it should continue to do well. Dividend yield of 1.55%. (Analysts’ price target is $24.25.)

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
HOLD ALA-T Altagas Ltd Market Call (BNN TV) 2017-01-16 $32.280

It has a good yield of 6’ish percent.  Valuations in these types of companies have been rather high as defensives, low interest sensitive, and low volatility did well.  There were rumours they would buy WIG and the stock could be under pressure if the deal was consummated. For him it is too highly valued for the growth profile.  You own it for the yield.

Jason Mann NORTH AMERICAN UNKNOWN No View
COMMENT AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-01-16 $817.140

An incredible story, but from a valuation perspective it is incredibly expensive. They dominate online retail spending and no one is coming close. The big box stores are having a really hard time competing on an online basis. The money coming from Amazon’s cloud business AWS is really subsidizing the retail side of it.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
BUY on WEAKNESS ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-01-16 $61.300

Growth by acquisition, and have done a very good job over the years of taking over places, reinventing them, etc. Expects there is good growth, especially in the US. Possibly looking at growing in the UK and Ireland. Dominating the convenience store business. Still a lot more room in the US to do that. Acquisitions have to be bigger to make a difference to them, but when they make an acquisition, the stock will probably pull back and that’s when you need to be a buyer. They are very good at integrating acquisitions, bringing down their costs and making the supply chain really work to their benefit. Trading at 17X next year’s earnings, so it is not expensive.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Unknown View
COMMENT BA-N Boeing Market Call Tonight (BNN TV) 2017-01-16 $158.830

This industry is doing very well and they have the winds to their back. Coming out with new products. There has been good reception to the new wide-body planes, which is really helping out a lot of companies. There is certainly potential for this to go higher. They will probably benefit from better global growth, which he expects to see in the next several years.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Unknown View
PAST TOP PICK BAC-N Bank of America Market Call Tonight (BNN TV) 2017-01-16 $23.010

(A Top Pick Feb 11/16. Up 109.35%.) This has done incredibly well since November 9. It is still trading at .8X Book. (Canadian banks are trading at close to 2X Book.) It has a great franchise, whether it is retail or investment banking. He can see a lot of room on the upside. Try to Buy on weakness.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
COMMENT BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-01-16 $44.530

A holding company for many other Brookfield holdings, including real estate. A really well run company. They’ve really narrowed NAV, because it used to trade at a discount. They spin out stuff and you end up getting 1 or 2 shares. An asset management company, so they constantly buy assets. They look for undervalued assets, nurture them and grow them and then either spin them out or sell them. This is always going to trade at a discount to its NAV.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
DON'T BUY BB-T BlackBerry Market Call (BNN TV) 2017-01-16 $9.460

Trump announced a security strategy that included a BB-T partner.  But BB-T has been a short for him for a while and they don’t have positive cash flow.  They are still in the process of right sizing.  He wants to see earnings.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
DON'T BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2017-01-16 $2.620

It was a favourite short by hedge funds over the last couple of years.  It has all changed now.  It has broken out of the $2 cap.  To him the valuation is just not there yet and is moving ahead on optimism.  There is a risk of an equity issue to shore up the balance sheet.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK BMW-GR Bayerische Motoren Werke AG Market Call Tonight (BNN TV) 2017-01-16 $0.000

(A Top Pick Feb 11/16. Up 34.39%.) About 40% of this is owned by a German family, so it has a very stable ownership base. Also, it has a great brand. They’ve done a very good job on research/development.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
SELL BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-01-16 $29.040

A small short for him.  It carries a lot of debt by its nature.  On an REO and cash flow basis, it is not one he wants to hold.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
TOP PICK BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-01-16 $30.090

The largest private equity firm globally. Trading at 10X earnings. The stock really didn’t move when all the other financials did. They have about $100 billion that they can spend to buy things if things go bad. They were really good buyers of assets all the way from 2008-2009. Have some great assets which have matured and is now time to sell, but they need a strong equity market. When they get this in the next couple of years, they will harvest a lot from the purchases they made. Not expensive. Dividend yield of 5.45%. (Analysts’ price target is $33.83.)

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
HOLD CCO-T Cameco Corporation Market Call (BNN TV) 2017-01-16 $17.120

He was short until November when it started to turn the corner.  It has taken off since then.  The valuation is a bit of a challenge for him.  The commodity is changing very quickly.  Uranium has come off its bottom.  On a price/momentum basis you could own it, but there has been a big move without knowing that cash flows will show up in the share price. Wait until earnings materialize.

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK CNR-T Canadian National R.R. Market Call (BNN TV) 2017-01-16 $93.370

(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years.  It is reasonable cheap, rising and stable.  About 25% ROE.  PE is about 20 times.  They have a group of asset you can’t replicate anywhere else.  Buy more on weakness.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
HOLD CNR-T Canadian National R.R. Market Call Tonight (BNN TV) 2017-01-16 $93.370

Sell? Transports have done quite well in the last while and are up a fair bit. This is trading at about 18X earnings. The rail industry has consolidated quite heavily over the last 5-10 years, so you have seen them really thinking about ROI. Because they have a better efficiency and asset utilization, they’ve had better margins, and that is going to continue. With oil stabilizing and commodities doing a little better, you should see better returns over the next while.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
BUY EMR-N Emerson Electric Market Call (BNN TV) 2017-01-16 $57.120

He likes it and holds it here.  Since June this cyclical wave came in and cheaper stocks benefited from a growth economy and did well.  You want to focus on cheaper stocks that are more industrial and this stock looks good.  They are poised to benefit from the ‘Buy America’ trend Trump is trying to instigate. 

Jason Mann NORTH AMERICAN UNKNOWN Unknown View
BUY on WEAKNESS ENB-T Enbridge Market Call Tonight (BNN TV) 2017-01-16 $57.270

TransCanada (TRP-T) or Enbridge (ENB-T) for a 10-year hold? Both companies have done something very interesting by making big US acquisitions. He likes this one because there is some very good growth and management has been spectacular.

Paul Harris, CFA GLOBAL LARGE UNKNOWN Yes View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-01-16 $128.340

From a valuation perspective, this is not a stock he would own as the metrics are too high for him. When you talk to advertising and Digital media people, and ask where the advertising dollar is going, it is really just going to 2 places; Google and Facebook. They really have a stranglehold on Internet advertising. As print media disappears, it is all going to these 2 companies. They have some real momentum behind them in growing their businesses. The risk from a valuation perspective is if people start seeing this as a media company as opposed to a tech company.

Paul Harris, CFA GLOBAL LARGE UNKNOWN No View
HOLD FFH-T Fairfax Financial Market Call (BNN TV) 2017-01-16 $620.010

It is known as a defensive holding.  It has a long track record of being successful.  There are other firms he would prefer and has a small short on this one.  It has a place in a portfolio because it tends not to fall when the market does.

Jason Mann NORTH AMERICAN UNKNOWN Yes View
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