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

Tables - Opinions

Generated Jun 23, 2017 7:59:36 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) 2017-06-23 $0.020

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes
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