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Compiling comments that experts make about stocks while on public TV.

Tables - Opinions

Generated Jan 19, 2017 12:03:38 PM

Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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