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) 2017-05-24 $0.020

Economy. Global growth is still there, but is starting to plateau. Positive global growth is good for commodities. There has been a good deal of growth in 2016, plateauing a bit in 2017. A “steady as she goes” market, and a “steady as she goes” economy. He is not expecting any wild swings up or down. Oil is trading in a range, anywhere from $45-$55 is a good range.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-24 $0.020

US Treasury Bonds? These are viewed as one of the safest things in the world. Any time there is market uncertainty, there is usually a flock to US Treasury Bonds. The demand is there, which is why you see yields come down from the 2.5%-2.6% level to where they are now. He views that as being a bit overdone.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Market. The big Canadian banks are reporting this week. Bank of Montréal (BMO-T) came out with its 2nd quarter numbers today and it was a miss. Their US business was the biggest drag and you could be concerned that the other banks affiliated with the US, will have the same problem. However, they all have different mixes by both geography and line of business. Toronto Dominion (TD-T) has a slightly different business mix, with more consumer lending exposure, as does the Royal Bank (RY-T). He is not expecting huge surprises from any of them. The market expectations are running pretty hot for at least 6 months, if not a 9 month extension by OPEC on the 1st cuts that they agreed to back in November.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Canadian fixed income with US raising interest rates? Interest rates are very, very low, so anyone seeking income are hard-pressed to find competitive income. fixed income serves a dual purpose in a portfolio. First and foremost, it has to be the bedrock and the bastion of capital preservation. Secondly, you use it to generate current income. You have to walk a narrow path, because a spike in interest rates will derail return on your profile. On the other hand, having poor credit risks will also create problems. His solution would be to own high-quality investment corporate credit and keep your duration in a 2-7 year timeframe.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
COMMENT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-05-24 $26.190

Sold his holdings a few weeks ago. Ostensibly, they have a lot of good things going for it. They are producers of pulses, beans, lentils, things that are really on trend with health foods. Management has had a consistent failure of executing a plan to street expectations. Their latest quarter had a pretty severe profit warning.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2017-05-24 $30.590

(ALA.R-T Subscription Receipts. 9/4/18.) This is part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a “no lose” as you get close to 7% to wait.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
DON'T BUY APH-T Aphria Inc Market Call Tonight (BNN TV) 2017-05-24 $5.620

Not particularly comfortable investing in marijuana stocks. An investment has to have a margin of safety around it. The marijuana sector is just too unsettled right now. Also, who is to say that the tobacco industry doesn’t want a piece of the action? They have expertise in lobbying, distribution, marketing, branding, etc. Also, wouldn’t Short it as who knows what heights euphoria could take it?

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-05-24 $61.370

(A Top Pick Aug 29/16. Down 9%.) At that time, they were acquiring CFT Brands. The deal has been delayed until the 2nd quarter. This is a secular grower. They will ultimately get approval from the competition Bureau and the US authorities, and it will be accretive to earnings.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-05-24 $2.160

Something he would never have touched in the 1st place. It is weak competitively. They’ve not had a fresh order for their C series aircraft in over a year. Very highly leverage with about $10 billion of debt on the balance sheet, and only about $1 billion of EBITDA to support that. $2 is a pretty important support level. If that holds, it might be okay, but if it cracks it doesn’t look like there is much support all the way down to $1.60.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2017-05-24 $60.590

With rates as low as they are, he is generally positive on the income, however, cautious on the sector because of media content. The real work is around the land lines. Over half their EBITDA is generated from land lines, and he would like to make sure that cord cutting does not accelerate. A large part of the driver on this company is on the income side of things. Sold half his position a long while ago. A good generator of income.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

(A Top Pick Aug 29/16. Up 27%.) This closed on a meaningful acquisition of Innovia in December, a manufacturer of polymer banknotes. Very profitable company and a long-term growth story.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
PAST TOP PICK CERN-Q Cerner Corp. Market Call (BNN TV) 2017-05-24 $64.360

(A Top Pick April 5/16. Up 19%.) Two of his favourite sectors are Information Technology and Healthcare, and this company borders both of those. It is a company in the healthcare space that basically takes records from paper to digital, which is a mandatory event in the US.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT CHP.UN-T Choice Properties REIT Market Call Tonight (BNN TV) 2017-05-24 $13.720

The anchor tenants, in a large majority of their properties is Loblaws. Where he might be a little more hesitant in a real estate investment trust that has mall-based retailers, it is quite unlikely that grocery shopping will have the same problems. This would be one of the safer REITs. He is quite constructive on equity markets, so has been moving away from REITs with a view that the economy is strengthening and interest rates moving higher. If you have to own a real estate investment trust, this is a reasonable choice, but he would recommend you don’t concentrate too much in REITs or bond proxies generally.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
DON'T BUY CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-05-24 $106.300

He would recommend something else. There are better banks out there. He wouldn’t own this one. It has the most in residential mortgages. Prefers something like Toronto Dominion (TD-T) or Bank of Montréal (BMO-T) which have avenues into the US. There is also Royal Bank (RY-T) or Bank of Nova Scotia (BNS-T).

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
HOLD CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-05-24 $13.030

They hold high quality assets, but questions the structure of the company and how management really raises equity. Too frequently for him. Any time you do anything, management goes out and raises equity, diluting existing shareholders, making the former dividend harder to pay.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CSCO-Q Cisco Market Call (BNN TV) 2017-05-24 $31.490

A kind of “steady as she goes” company relating to Internet infrastructure. Don’t expect dramatic growth, but it pays a good dividend yield. Going forward, all the wireless, technology, routers and switches that are needed for the backbone will grow, but will be slower than in the past. Well-run company and great balance sheet, but you can find other companies exposed to the Internet that would be faster growing.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CVE-T Cenovus Energy Market Call (BNN TV) 2017-05-24 $12.860

Feels there is going to be a large overhang on this company for some time. They did a deal with Conoco (COP-N), issued a whole pile of stock and took on a whole pile of debt. That is really the inverse of what he would be looking for. There will continue to be an overhang with Conoco Phillips getting upside. If there is any oil appreciation, they are going to continue to get upside. However, $16 down to $12.80 is a nice downdraft, so you could almost argue that most of that is baked in. If they started to pay down the debt, that would be a really good sign.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2017-05-24 $107.710

He likes this and feels it is a good Hold. It is going to have a little volatility based on the overhang with ESPN. Live sports moving to the Internet is going to be an overhang for a while. This company holds a lot of amazing content. They have capabilities to produce great shows and movies, and a lot of ancillaries around that in the form of toys, etc. Perhaps this is one you could Trade. If it gets up to the $113 level, you could Sell, and if it gets down to $90 you good buy it.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT EFN-T Element Fleet Management Market Call (BNN TV) 2017-05-24 $10.870

When the original company split, he was more constructive on this side of the 2. A good business. Incremental revenues on solid, long term contracts. They lost a bit of credibility with the street and need to make it back. If they generate good cash flow, you could see a dividend rise. He is just going to wait and see.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK FB-Q Facebook Market Call (BNN TV) 2017-05-24 $150.040

(A Top Pick April 5/16. Up 33%.) The biggest dominant player on the Internet with users. They have the audience that is able to tweak the apps that they have. A higher multiple, but they are definitely growing through that multiple at great rates. Good balance sheet.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2017-05-24 $65.970

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-05-24 $977.610

He is very keen on this. They are doing great things. On advertising and search, they are taking away from the incumbents and have lots of things in the hopper. Great balance sheet and a really durable franchise. Going forward, the virtual reality and artificial intelligence are going to be really big components for them.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK GS-N Goldman Sachs Market Call (BNN TV) 2017-05-24 $223.830

In their last quarter, they had some trouble with their fixed income and currency side, and he views that as a “one off”. The stock was down 5%. With the proposed US deregulations and tax reform, that would be even more positive for them. There is lots of M&A going on. This is trading at 12X earnings, compared to the market which is at 17X. Feels they will generate growth of 12% for the next 3 years. Dividend yield of 1.4%. (Analysts’ price target is $251.)

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD GSK-N GlaxoSmithKline PLC Market Call (BNN TV) 2017-05-24 $42.950

Healthcare is being overshadowed by a whole bunch of things, demographics, government policies, etc. He is fairly constructive on healthcare. One of the few spaces that is not trading at an overvalued market multiple. One of the overhangs is the political cloud, but if you can get past that, it is a positive space to be in, and not expensive.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2017-05-24 $8.990

A company that is rapidly unravelling. They are effectively operating without an executive management team. It’s not normal for a bank or a trust company to press release their deposit book every single day. They are doing that to try and shore up confidence in the business.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
COMMENT INTC-Q Intel Market Call (BNN TV) 2017-05-24 $36.120

The largest chip manufacturer. A good part of their business is declining from traditional PC chips. Their latest acquisition will be positive in the long run. It is a company that makes chips for the autonomous cars. The company uses a good deal of their cash hoard, but they remain in good shape financially and pay a good dividend. He wouldn’t want to bet against this company.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT KO-N Coca-Cola Company Market Call (BNN TV) 2017-05-24 $45.030

A very strong name. The real question is if they can transition from the soft drink business to the healthier side of the business. Recently they announced some layoffs. Good distribution, but you are going to have to see that transition to healthier snacks.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY LNR-T Linamar Corp Market Call (BNN TV) 2017-05-24 $62.700

Linamar (LNR-T), Magna (MG-T) or Martinrea (MRE-T)? He doesn’t find the overall environment for auto parts manufacturers very constructive. US auto sales are at their highest levels, running north of 17 million units. This is the 2nd or 3rd year that has been going on. There is the NAFTA free trade agreement in question. Also, auto loans are coming into real focus, which in his view, are not very positive. There is some debate as to how these companies can move from an internal combustion engine to an electric car. This is too dangerous a time to be going in right now.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT MA-N Mastercard Inc. Market Call (BNN TV) 2017-05-24 $120.700

MasterCard (MA-N) or Visa (V-N)? Either of these would be good. They trade at multiples that are generally significantly higher than market multiples. Both companies capture the payments, and the threat of fees going down is low. This one has a little more international exposure, and is a bit more advanced on the technology side, but Visa is the dominant player.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT MFI-T Maple Leaf Foods Market Call Tonight (BNN TV) 2017-05-24 $34.580

A large meat processor. This has been evolving since about 2011. An activist investor got involved, and agitated for major changes, which they undertook. Went through a very aggressive 5-year build where they modernized their whole plant network. The modern equipment and machinery has lowered operating costs. Also, they’ve renovated their product architectures. Instead of just being a bulk processor, they’ve moved into some upmarket and higher margin segments.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
DON'T BUY MG-T Magna Int'l. (A) Market Call (BNN TV) 2017-05-24 $60.110

Linamar (LNR-T), Magna (MG-T) or Martinrea (MRE-T)? He doesn’t find the overall environment for auto parts manufacturers very constructive. US auto sales are at their highest levels, running north of 17 million units. This is the 2nd or 3rd year that has been going on. There is the NAFTA free trade agreement in question. Also, auto loans are coming into real focus, which in his view, are not very positive. There is some debate as to how these companies can move from an internal combustion engine to an electric car. This is too dangerous a time to be going in right now.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-05-24 $60.110

(A Top Pick Aug 29/16. Up 16%.) The stock faded a little on fears of the auto cycle plateauing. Investors may have forgotten that this is not just a North American auto parts Company, they have a great platform in Europe, as well as growing in Asia. They recently just reported a great quarter. He continues to like this.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
DON'T BUY MRE-T Martinrea Market Call (BNN TV) 2017-05-24 $11.420

Linamar (LNR-T), Magna (MG-T) or Martinrea (MRE-T)? He doesn’t find the overall environment for auto parts manufacturers very constructive. US auto sales are at their highest levels, running north of 17 million units. This is the 2nd or 3rd year that has been going on. There is the NAFTA free trade agreement in question. Also, auto loans are coming into real focus, which in his view, are not very positive. There is some debate as to how these companies can move from an internal combustion engine to an electric car. This is too dangerous a time to be going in right now.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-05-24 $55.840

Just announced a $51 million contract from the Transportation Authority of Santa Clara. They manufacture public transit buses and luxury motor coaches, and are the dominant player in what is effectively an oligopoly. This is a backdoor play on the US as most of their revenue comes from state and local transit authorities. Dividend yield of 1.7%. (Analysts’ price target is $63.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
DON'T BUY POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-05-24 $22.260

Potash is a really hard commodity to look at. It has a cartel type of mentality. Very dependent on foreign buying. There have been a lot of letdowns with this name. He would steer away from this right now.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT SAP-T Saputo Inc. Market Call Tonight (BNN TV) 2017-05-24 $43.640

A very predictable, stable and mature business. Historically, management has been pretty good at finding acquisitions to shore up any gaps in growth rates. A name that always looks expensive, but people are very reluctant to part with their shares. He is pretty comfortable with the business model. Sees better growth prospects in the consumer staples sector. You could be reasonably comfortable with this stock.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
BUY SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-05-24 $122.300

On conventional valuation metrics, this looks expensive. There are no earnings, the EBITDA is negligible. Even on next year’s forecast, there is only $.14 or so of earnings and about $14 million of EBITDA. However, this is not a conventional company, it’s a company that is growing its top line at 90% to 100% a year. They have a dominant position in their sector.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT SLF-T Sun Life Financial Inc Market Call (BNN TV) 2017-05-24 $44.210

Had a tough Go in their last quarter with a lot of redemptions in the US on the mutual fund side. He would prefer Manulife (MFC-T) which has a stronger exposure to Asia. Also, their core business of selling insurance is going very well. He doesn’t own either. Dividend yield of 3.9%.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
BUY on WEAKNESS STN-T Stantec Inc Market Call Tonight (BNN TV) 2017-05-24 $31.240

There had been a huge, huge spike in all of the engineering/construction companies when Trump came out with all his plans on infrastructure spending. When it became questionable as to how much of this pro-growth agenda was going to be enacted, these stocks started to fall off. This company is a good acquirer and has pretty good management. Any pullback would probably be a reasonable entry.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT SW-T Sierra Wireless Market Call Tonight (BNN TV) 2017-05-24 $36.290

This company reinvented itself a number of times over the years. They are a technology hardware manufacturer. This is best summed up by calling them an “Internet of things”, for all kinds of devices. From a long-term perspective, it is subject to the vagaries of the product cycle and technological obsolescence. He doesn’t care for the volatility and prefers others.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
TOP PICK SWK-N Stanley Works, The Market Call (BNN TV) 2017-05-24 $136.180

He likes this because it gets him exposure to consumer spending, home renovations and the housing market without having to take on 3 distinct companies. They just sold a component of their locks division, which he views as positive. They have a new component for their tool side, coming out with a battery that works with everything and should generate good numbers for them. A positive balance sheet and some good strength sales in Europe. Dividend yield of 1.7%. (Analysts’ price target is $150.)

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-05-24 $24.850

A large producer of bulk commodities and base metals. He is not bullish on the base metals, etc. China has been the incremental buyer in a lot of these commodities over the last 10-15 years. Feels Chinese growth is slowing. He is not particularly optimistic on the stock.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK TOU-T Tourmaline Oil Corp Market Call (BNN TV) 2017-05-24 $28.410

(A Top Pick April 5/16. Up 14%.) The 2nd largest natural gas producer in Canada. Exceptional management team.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT V-N Visa Inc. Market Call (BNN TV) 2017-05-24 $94.810

MasterCard (MA-N) or Visa (V-N)? Either of these would be good. They trade at multiples that are generally significantly higher than market multiples. Both companies capture the payments, and the threat of fees going down is low. MasterCard has a little more international exposure, and is a bit more advanced on the technology side, but this one is the dominant player.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
DON'T BUY WJA-T Westjet Airlines Market Call (BNN TV) 2017-05-24 $22.450

Low interest rates and low fuel prices are great for airlines and are definitely working for Air Canada (AC-T), and to a lesser degree Westjet. He doesn’t own airlines because it tends to be a high fixed cost model. This airline is getting into a low-cost carrier model, following Air Canada. Pilots are coming into a union, and thinks there are a lot of headwinds on this company.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-23 $0.020

Energy. It has been a challenging year for people investing in energy. He had a good year last year, and was prepared for a better oil market than what we’ve had so far. Had felt that the drawdowns would have occurred faster. While the compliance by OPEC countries was very high, a few took advantage to send oil from their own inventories and ship them to the US. We are at the point where the cut in production should be mirrored by a cut in exports. You combine that with refineries now coming back on line, as well as the US increasing their own exports to other countries. There is still more work to do. There is a despondency among investors. He is basically all in on services, with a few US EMPs. About 80% exposed to the services. We are now at a tipping point of $50 oil in the US, where demand for services exceeds supply. You are seeing huge pricing gains with regards to sand, pressure pumping and drilling. The one area that is benefiting him the most are the US service stocks.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-23 $0.020

Energy. Recently oil rallied from $44 to $51. While that happened, there has been very little reaction on the underlying energy equities. The OPEC meeting is coming up, there are comments from Trump, but the most interesting thing is that energy production has become sort of mass manufacturing. There is a certainty today when you drill a hole. When oil prices started to rise a year ago, energy production came on strong. There is short-term noise, such as Trump saying he was going to sell off part of his strategic reserves. That was not huge in relation to the world’s supply of oil. Investors are starting to catch on that even if we do get prices rising $5, $6 a barrel, you are going to get a supply response that means it is unlikely oil goes $10-$15-$20 higher. History of periods of very low volatility happen during extremely positive markets. In the 1980s and 1990s when there were very strong equity markets, you got extended periods of very low volatility. They happened in bull markets. When you do get volatility, it tends to end very quickly, the market resets, and works its way higher again.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
COMMENT AAV-T Advantage Oil & Gas Ltd Market Call (BNN TV) 2017-05-23 $9.030

He doesn’t own a single Canadian oil/gas producer. As a country, we send 99% of our oil and gas volumes to the US. At the same time, Canada is growing production in excess of pipeline capacity, so because of that, both oil and gas are selling at a discount. Capital has left our market and is not coming back anytime soon. There are better names than this in the US.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET No View
COMMENT ALGN-Q Align Technology Inc Market Call Tonight (BNN TV) 2017-05-23 $138.220

His investment team has been debating this for a year. He really likes the company. This has technology for braces for teeth, that is non-invasive, easy to apply, and you don’t have to be an orthodontist to apply the technology. They are growing very rapidly globally. It has a very large addressable market. It appeals to mature individuals as it doesn’t show up in your mouth. He likes this one and wishes he was a shareholder.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
COMMENT ALXN-Q Alexion Pharmaceuticals Market Call Tonight (BNN TV) 2017-05-23 $104.640

Biotech can be a big win or a big loss. A lot of companies have binary outcomes, their product either works or it doesn’t. This company recently had a significant disappointment. US investors are not very sympathetic to these types of situations. They shoot first and ask questions later. If you want to own biotech, he would suggest you own a tech with lots of different products, or buy an ETF that gives you a basket. This one is a broken stock.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2017-05-23 $23.390

When you’ve gone through 15-18 years of up-and-down markets, people through their experience, start to look for the next major problem. The toughest thing in a bull market is to stay invested. This was at $12 in June/16. It rallied to $25. It is okay for it to sit and rest for 2 or 3 months. In the last two quarters they have had great earnings increases. Their BV is growing at 15%. There is no sign that this is coming to an end. An attractive place to be.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT BBRY-Q Research In Motion Ltd. (US) Market Call Tonight (BNN TV) 2017-05-23 $11.300

This has had a great run recently. They have an incredible amount of intellectual property. There is some question that somebody else might like to own this company.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call Tonight (BNN TV) 2017-05-23 $54.140

Brookfield Infrastructure (BIP.UN-T) or Bank of Nova Scotia (BNS-T) for better growth? Financials is a group that he has been in favour of for some time, but prefers US to Canadian. If he had to buy one of these 2, he would probably buy this one. It is an interesting collection of assets, but might underperform global markets because of being a more defensive play. As a yield play, it is kind of attractive.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK BLK-N Blackrock Inc. Market Call Tonight (BNN TV) 2017-05-23 $395.970

(A Top Pick May 25/16. Up 11%.) Asset managers are very attractive. There is an undeniable move for investors to buy Index products, and this is the leader in that space.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
COMMENT BNS-T Bank of Nova Scotia Market Call Tonight (BNN TV) 2017-05-23 $76.170

Brookfield Infrastructure (BIP.UN-T) or Bank of Nova Scotia (BNS-T) for better growth? Financials is a group that he has been in favour of for some time, but prefers US to Canadian. All banks will benefit if we wind up in a rate rise cycle, but Canadian banks probably less likely. If he had to buy one of these 2, he would probably buy Brookfield Infrastructure.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
COMMENT BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-05-23 $32.470

Within the financial sector, asset management is a sector that he really likes. Once you are managing the assets, you get recurring revenue for a long period of time. This company has about 25% of the money they manage in the hedge funds, with the balance largely been in private equity and alternative assets. A great business. This is something you can own.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK C-N CitiGroup Market Call Tonight (BNN TV) 2017-05-23 $61.710

In the last 3 months, we have seen one by one, markets around the world lift off and start making new highs. This bank gets over 50% of its revenue from outside the US. They have $1.4 trillion in loans outstanding. Have a great credit card business. There is likely to be significant dividend and share buybacks announced in June of this year, because they now have enough capital to return 100% of their earnings back to shareholders. Dividend yield of 1.05%. (Analysts price target is $65.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
BUY CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-23 $307.500

A wonderful company and really well run, but has been a very hard company for somebody like him to own as it is not terribly liquid. If they do the 5 for 1 stock split this Friday, it is going to become a lot more liquid and will be more interesting for institutional investors. They’ve made great acquisitions over time and have done a good job of integrating them.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT CDEV-Q Cenrtennial Resource Dev Inc Market Call (BNN TV) 2017-05-23 $16.170

A very high quality company, where their chairman is a highly-respected gentleman. Because of that, the stock trades at a premium. Just did a financing and asset acquisition. If he had more money to buy E&P, as opposed to the services, this would definitely be on his list, especially at $16. They have pretty strong visible running room. Strong balance sheet and an unbelievably strong management.

Eric Nuttall ENERGY BEARISH on CANADIAN MARKET No View
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