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

Tables - Opinions

Generated Apr 30, 2017 6:30:27 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 Tonight (BNN TV) 2017-04-28 $0.020

Tonight's program is on taxes not stocks.

EDITOR N/A UNKNOWN No
BUY AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-04-28 $31.670

Lentils and pulses. This has traced back from $40 down to around $30. A lot has happened with crops being locked in by weather and various other factors, but the long-term future for pulses, proteins and food ingredients is very good. Feels the company is getting more and more coverage. This is now at levels that are attractive, and he would be adding to any new accounts that came in.

Michael Sprung CANADIAN LARGE UNKNOWN Yes
COMMENT BB-T BlackBerry Market Call (BNN TV) 2017-04-28 $12.705

This lived through a period when things really looked questionable. They’ve managed to change the profile from a hardware phone maker company, to a software company. They now have very, very good relations with the auto industry. At current prices, it is discounting a pretty positive future, so he would be a little cautious.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown
PAST TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2017-04-28 $76.080

(A Top Pick June 2/16. Up 21%.) This bank has had tremendous focus on cost control, as well as technology development, over the last few years. The new CEO has made them more competitive in a modern environment. The most internationally diversified of all the Canadian banks. It has great exposure to South America, so if there is an uptick in materials, etc., that will do very well for them. Still a Buy. (See Top Picks.)

Michael Sprung CANADIAN LARGE UNKNOWN Yes
TOP PICK CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-04-28 $110.580

Relatively exposed to home loans in Canada, which is why he picked it. Americans don’t actually understand Canada’s mortgage market. Because of this, a lot of US Shorts are going after not only the alternate mortgage lenders, but primary banks and other lenders. This is also probably one of the most profitable banks in Canada. Dividend yield of 4.6%. (Analysts’ price target is $124.)

Michael Sprung CANADIAN LARGE UNKNOWN Yes
COMMENT CVE-T Cenovus Energy Market Call (BNN TV) 2017-04-28 $13.680

Just put forward a massive acquisition of $17 billion into the oil sands, a significant size relative to their market cap. Maybe this is not a bad time for these companies to be buying out these assets. Thinks that it is a stretch for them. He owns this because it has such a great sheet. After this acquisition, the balance sheet is not going to be that great. Also, it is going to be exposed to oil sands which are very, very long-term assets. Costs of getting oil out, are coming down, so this could be a buy of the century for them, but could also go the other way.

Michael Sprung CANADIAN LARGE UNKNOWN Yes
DON'T BUY EMP.A-T Empire Company (A) Market Call (BNN TV) 2017-04-28 $21.015

They made a huge purchase of Safeway at just the wrong time, just before the Western economy fell apart. This isn’t the 1st time they have stumbled, in one way or another. They will eventually pull out of this, but they are behind the 8 ball right now. He prefers Loblaws (L-T), which is the dominant player in Canada. It also has the biggest reach into the discount outlets.

Michael Sprung CANADIAN LARGE UNKNOWN No
COMMENT EQB-T Equitable Group Market Call (BNN TV) 2017-04-28 $37.580

Assuming that the contagion is not so devastating, and assuming that they can still raise capital at a reasonable cost, he thinks this company will pull through. A year from now, many of these companies will regain their losses.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown
COMMENT FFH-T Fairfax Financial Market Call (BNN TV) 2017-04-28 $620.000

When you invest in this, you have to be prepared for volatility in earnings. Their insurance operations are well-run and well-managed, and their combined ratio is around 95% which is pretty good. They make a great deal of their earnings through their investment portfolio, which is large and well-managed, but has tremendous volatility. Lately, they’ve taken off a lot of hedges that they had, looking for more of a bear market going forward. Have also suffered with some of their equity shorts because markets have generally been going up. It always trades around BV, and right now it is about 1.25% of BV, so it is probably not a bad place to be looking at it. You have to be a long-term player to own these shares.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown
PAST TOP PICK FTS-T Fortis Inc. Market Call (BNN TV) 2017-04-28 $44.310

(A Top Pick June 2/16. Up 11%.) Recently did a huge acquisition in the US. He admires their diversification across many regulatory factions. They are now well positioned in the US.

Michael Sprung CANADIAN LARGE UNKNOWN Yes
TOP PICK G-T Goldcorp Inc Market Call (BNN TV) 2017-04-28 $19.015

This has been in the penalty box because of troubles in Red Lake, but people didn’t understand that it was just a temporary issue with some activities that fell out of sync. Thinks they will be back on stream for the remainder of the year. Gold companies these days are really driven by efficiencies. This company has excellent assets in Mexico and Argentina. They also have some joint ventures with some major companies. Dividend yield of 0.57%. (Analysts’ price target is $23.56.)

Michael Sprung CANADIAN LARGE UNKNOWN Yes
COMMENT GIB.A-T CGI Group (A) Market Call (BNN TV) 2017-04-28 $65.930

This has grown both organically and by acquisition. They have really taken advantage of the trend to outsource computer systems, programming, etc. This has always traded at multiples that have not been appealing to him as a value investor. If you own, it never hurts to take a profit.

Michael Sprung CANADIAN LARGE UNKNOWN No
COMMENT GWO-T Great West Lifeco Market Call (BNN TV) 2017-04-28 $36.700

This has always been one of the most profitable of the large life insurers. If you think we are going into a rising interest rate environment, the insurers are the ones who can benefit greatly. He would prefer owning Power Financial (PWF-T) over this because of its diversification, but also increases in dividends.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown
COMMENT HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2017-04-28 $8.220

Thinks there will be another leg up in the sector, and this company will be a beneficiary of that. It has probably not performed as well as some of its peers, but at current prices it is still a fairly good buy. Constancia is doing very well for them. They have some projects in line for development over the next few years. A lot of their big spends are behind them. This would be one of his top choices in the sector.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown
COMMENT HCG-T Home Capital Group Market Call (BNN TV) 2017-04-28 $8.140

This has almost become a speculation rather than an investment. He thinks it is a crime what has happened to them. Operationally they were doing just fine. It was well-managed. He wonders if things couldn’t have been handled differently in terms of how they dealt with the failure to disclose in a timely basis, the fact that they had fired a bunch of the mortgage brokers. Whoever buys this company is going to get a bargain, if they can lower that cost of capital again, and get out from under the thumb of a $2 billion 10% line of credit. Feels the argument is going to be that if someone does attempt to buy them, how cheap will they be able to buy them.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown
COMMENT K-T Kinross Gold Market Call (BNN TV) 2017-04-28 $4.745

In today’s environment, with low interest rates and low inflation, it is a good environment for a lot of gold companies. They have begun to clean up their act in being more cautious in terms of development of new projects. Overall, a lot of the gold companies are in much better shape than they were 5 years ago. This one has been doing a little better lately. He prefers others. (See Top Picks.)

Michael Sprung CANADIAN LARGE UNKNOWN No
HOLD PPY-T Painted Pony Petroleum Market Call (BNN TV) 2017-04-28 $5.010

Recently hit his radar screens. Seems to be a well-managed company. They hit the pocket when a lot of the energy companies were having some difficulties. Have very good land positions. He is looking at this as a possible purchase.

Michael Sprung CANADIAN LARGE UNKNOWN No
COMMENT PWF-T Power Financial Corp Market Call (BNN TV) 2017-04-28 $34.780

This should map pretty closely with Great West Life (GWO-T), as what most people are looking at in this company is the Great West component. He would still prefer owning this as opposed to just a pure play in Great West Life, not only because of diversification, but increases in dividends. Dividend yield of 4.5%.

Michael Sprung CANADIAN LARGE UNKNOWN Unknown
COMMENT RY-T Royal Bank Market Call (BNN TV) 2017-04-28 $93.580

Toronto Dominion (TD-T) or Royal (RY-T)? The benchmark in Canada. The most diversified and dominant in almost every area they participate in. From a price point of view, he thinks this one is a little more preferable. There is not much to differentiate between the 2 yields. This would be his preferred holding. (See Top Picks.)

Michael Sprung CANADIAN LARGE UNKNOWN Yes
TOP PICK SU-T Suncor Energy Inc Market Call (BNN TV) 2017-04-28 $42.860

There have been a string of mergers and acquisitions in the oil patch, and this company is going to reap the benefit of that. Has a great balance sheet, which they will be using for share buyback and possible dividend increases. They have great growth prospects going forward. Dividend yield of 3.1%. (Analysts’ price target is $49.)

Michael Sprung CANADIAN LARGE UNKNOWN Yes
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2017-04-28 $64.260

Toronto Dominion (TD-T) or Royal (RY-T)? This has made a huge push into the US, and have used a lot of capital to do that. Those kinds of moves take a long time before you earn a sufficient Return on Capital employed. A great bank and very well-run, but of all the banks, Royal is the benchmark in Canada, the most diversified and dominant in almost every area they participate in. There is not much to differentiate between the 2 yields. (See Top Picks.)

Michael Sprung CANADIAN LARGE UNKNOWN No
PAST TOP PICK VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-04-28 $48.100

(A Top Pick June 2/16. Up 16%.) One of the more international players. Their first wells in France have just come on. Australia is doing quite well. Faced a few small delays in the Netherlands. This is a company that you can own, not only because of great management and diversification, but it also pays fairly well to own it. Fully valued right now, but if it took a hit, he would be adding for new clients.

Michael Sprung CANADIAN LARGE UNKNOWN Yes
COMMENT YRI-T Yamana Gold Inc. Market Call (BNN TV) 2017-04-28 $3.675

In today’s environment, with low interest rates and low inflation, it is a good environment for a lot of gold companies. They have begun to clean up their act in being more cautious in terms of development of new projects. Overall, a lot of the gold companies are in much better shape than they were 5 years ago. He prefers others. (See Top Picks.)

Michael Sprung CANADIAN LARGE UNKNOWN No
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-27 $0.020

Markets.  There is no shortage of things to look at in this market this week, especially in the US and that is where he is paying the most attention.  All markets are saying the same thing.  It is not cheap.  It is tough for that to have any relevance because we are undertaking one of the most elaborate global monitory policy experiments in history.  Eventually we will hit recession.  It is important to be watching the economic data points.  The number one geopolitical threat is NAFTA.  We have to bear in mind that if there is any military activity in Asian we have to be mindful as to what the impact will be on commodities.  The home Capital situation raises questions.  Who takes on the risk for the home mortgage market?  The banks will be very careful of taking more risk on their books.  Default rates so far are very low.  Banks were down in 2016 due to oil and gas loan books and we saw how that played out.  He has difficulty in taking a risk in HCG-T.  Some investors are shorting Canadian banks because of HCG-T risks, but he sees this as a buying opportunity. However, be careful that they are at the top of their range.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Unknown
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-04-27 $0.020

Boarder adjustment taxes.  It is early days.  There is a high probability of there being all kinds of negotiating tactics:  Softwood lumber tariff – automotive – diary.  You can’t reduce everything.  If you were risk adverse, you would go toward businesses that were well insulated: businesses that are operating in the US.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Unknown
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-27 $0.020

Market. The market is now a Hobson’s choice. You either have to take it or leave it. In after hours today, Google and Amazon, which have already had a great move, had another 3%-5% upside in after-hours. You can either stick with the so-called crowded trades, which he is continuing to do, or go fishing in some of the more bargain areas of the market. With new money, he would be very, very careful. It is a very bifurcated market, and you have to be very careful.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-27 $0.020

Canadian Banks? He is not too concerned about the banks. However, believes that we are going to have a bit of negativity in this space. Still a firm believer in the big banks.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown
BUY on WEAKNESS AAPL-Q Apple Market Call (BNN TV) 2017-04-27 $143.790

A myriad of multinational companies with off shore cash would be huge beneficiaries of the opportunity to repatriate cash.  He does not view Apple as a tech company, but as a consumer discretionary company.  This is one of highest weights on the NASDAQ.  There is probably room for continued dividend growth.  It would be a beneficiary of more relaxed regulatory action in the US.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Unknown
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2017-04-27 $143.790

Loves this company. Has always been a big believer in the services side and was never too concerned about the fancy phone releases. The services side is going to be the real driver. Longer-term, we are probably looking at a $50 billion a year revenue line, just from the services side.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2017-04-27 $23.430

(A Top Pick April 27/16. Up 11.88%.) His original reason for buying this was for a recovery in Alberta in oil and a bounce off Fort McMurray. He got stopped out of this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No
PAST TOP PICK ADBE-Q Adobe Systems Market Call Tonight (BNN TV) 2017-04-27 $133.380

(A Top Pick April 27/16. Up 39.46%.) Every quarter has been better than the previous quarter for 8 straight quarters. Earnings rose 370% when they reported last month. 26% growth in their Cloud business. It is very, very heavily used in corporate America.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes
TOP PICK ALA-T Altagas Ltd Market Call (BNN TV) 2017-04-27 $30.530

It is painted with the same brush as the rest of the group.  Their recent acquisition in WGL Holdings ups their exposure to power and electricity and the greater consistency of cash flow.  They have north of 6% sustainable dividend yield.  (Analysts’ target: $36.00).

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Yes
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-04-27 $23.650

There are 2 big events coming up. The May 3rd Fed meeting. Not a lot of people think that they will raise rates, but there is a chance they will. That would be very good for the bank sector, especially for this bank. There is also the French election. If Trump delivers some meaningful tax cuts and some regulation repeals, it could be very good for the banks.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-04-27 $62.020

Just reported earnings which were extremely well received. This is just within a whisker of its all-time highs. He has to give them a lot of credit on their customer service.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes
BUY on WEAKNESS BNS-T Bank of Nova Scotia Market Call (BNN TV) 2017-04-27 $75.310

Banks are not cheap.  This is one of the cheaper ones because its return on equity is stronger than other banks because it is the most international banks of the family.  It is driving higher returns on equity than other banks.  This is not a bad one to be picking away at.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Unknown
COMMENT CAM-T Canam Group Inc. Market Call Tonight (BNN TV) 2017-04-27 $12.190

This is going private and went up 96% today.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown
TOP PICK CM-T Canadian Imperial Bank of Commerce Market Call (BNN TV) 2017-04-27 $109.710

They have a higher amount of residential exposure than peers.  Famous last words.  One should recognize their ability to play catch up to peers and not being recognized in terms of valuation.  They had 8 consecutive dividend increases since 2008.  There is plenty of room for them to move forward.  They have a great opportunity in terms of cost cutting.  They have great inroads to providing financial services to newcomers to Canada.  (Analysts' target: $124.00).

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Yes
PAST TOP PICK CMCSA-Q Comcast Corp Market Call Tonight (BNN TV) 2017-04-27 $39.590

(A Top Pick April 27/16. Up 31.31%.) Going back 5-6 years, this is a dream stock to own. They bought NBC and Universal in 2011, and are now believes they are right at the top of the box office. They beat earnings substantially this morning.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes
PARTIAL SELL CP-T Canadian Pacific Rail Market Call (BNN TV) 2017-04-27 $209.320

It is a strategic asset.  There is a duopoly in the rail space in Canada and this is the leader.  They have a pretty well entrenched management team.  They can drive some significant improvement in their operating ratios.  The valuation is on the rich side so he would take profits.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Yes
DON'T BUY CVS-N CVS Health Corp Market Call (BNN TV) 2017-04-27 $82.790

He used to believe it was worth hanging onto, but he has moved on.  It is stuck in limbo.  The question is what the margins will look like.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS No
COMMENT DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-04-27 $115.840

A name that he held on for too long, and got stopped out in late August. They were going through the issue with the ESPN, and whether or not they could really integrate some of the big acquisitions they had just made. However, they have done extremely well since election time. World-class properties. Feels ESPN was overdone. He will eventually get back into this.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No
BUY on WEAKNESS EIF-T Exchange Income Market Call (BNN TV) 2017-04-27 $35.000

Believes it has a pretty handsome yield.  He used to own it years ago.  It is a proper business.  He thinks it has a good long term yield and should be picked away at on weakness.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS No
BUY ENB-T Enbridge Market Call (BNN TV) 2017-04-27 $56.450

TRP-T vs. PPL-T.   PPL-T has been expensive historically because management is worthy of it and so he would go for this one.  He owns EMB-T because of the advantage that whoever you have to pay bills to you should own them.  They have growing dividends at 8-10%.  He likes the premium management of PPL-T and it is worthy of an increased multiple. 

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Yes
COMMENT GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-04-27 $68.580

A big winner for him for about 5-6 years, but when Hillary Clinton did her famous tweet, he sold his holdings. Their hepatitis C drug basically eradicated the disease. They have an HIV drug regimen that is turning out great results, but is expensive. It could be a great long term franchise for them. This looks really interesting, and would get back into the name on a break out. Trading at only 8X forward earnings.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No
BUY on WEAKNESS GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-04-27 $891.440

You must weight political positions with investment data.  Policy is forming in the US, but there are truths about economical data that we cannot ignore.  The prospects for US investment are hard to ignore.  He cannot own this one in his portfolio because it does not pay a dividend.  Cloud computing is a story that is playing out and Google is a leading company in this business.  It is a pretty good choice to hold.  Buy it on weakness.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS No
SELL HBC-T Hudson Bay Co. Market Call (BNN TV) 2017-04-27 $12.180

He has difficulty in what is happening in the retail market.  He does not see a heck of lot of volume in the stores.  There is a secular movement toward on-line shopping and he does not see how they can compete.  Plowing through inventory is a margin squeeze.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Unknown
COMMENT HXT-T HBP S&P/TSX 60 Index ETF Market Call Tonight (BNN TV) 2017-04-27 $31.260

This is a derivative play, which has scared some people. It holds the dividend and builds it into the capital costs. If you are not looking for income, this is not bad. Another one you could consider is the iShares TSX 60 (XIU-T).

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown
PAST TOP PICK KR-N Kroger Co. Market Call (BNN TV) 2017-04-27 $30.150

(Top Pick Jun 21’16, Up 11.95%)  This is his sore one.  He is hanging in, though.  It is because of fears of food deflation.  He sees this as a temporary blip.  They have a pretty good brand of organics.  They have this segment of food and it is not perceived as just for the elite.  They have a great deal of market share.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Yes
COMMENT LNR-T Linamar Corp Market Call Tonight (BNN TV) 2017-04-27 $57.810

Linamar (LNR-T) or Magna (MG-T)? Both are great names. The Magna name is more of a pure play in what he is trying to look for in the auto parts area.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown
TOP PICK MDA-T MacDonald Dettwiler & Assoc. Market Call (BNN TV) 2017-04-27 $67.890

Premium imagery and heat signature on land and on sea.  They are the premium provider of imagery.  (Analysts’ target: $83.00).

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Yes
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-04-27 $23.830

This seems to be the favoured insurance company right now. The business needs interest rates to pick up. They also need their Asian and US businesses to pick up. You may see flows Canadian banks into this insurance company.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No
COMMENT MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-04-27 $56.390

Linamar (LNR-T) or Magna (MG-T)? Both are great names. This one is more of a pure play in what he is trying to look for in the auto parts area. It is having a difficult time getting off the ground with a lot of doubts about Europe and what is going on with currencies. He would like to get back into this. If you believe the global economy is picking up, and you want to have a great global name that you can buy with the Cdn$, this is certainly one of the top class name he would be looking at.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No
HOLD MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-04-27 $68.270

Feels their earnings were a little soft. The whole buzzword is the Cloud. This company clearly has their game back, and he would be very happy to continue owning if you have it.

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN No
DON'T BUY NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-04-27 $49.900

He missed the bus. They are the consolidator in North American for all coaches and busses.  There should be an infrastructure trickle down into this business.  He is reluctant to pay this much for it, however.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS No
SELL ON STRENGTH PJC.A-T Jean Coutu Group (PJC) (A) Market Call (BNN TV) 2017-04-27 $23.320

He does not hold because of valuation and that the sector is one that he does not need to be in.  If you are sitting on gains, there is nothing wrong with taking them.  It may go up because of share buybacks, however.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS No
BUY PPL-T Pembina Pipeline Corp Market Call (BNN TV) 2017-04-27 $43.330

TRP-T vs. PPL-T.   PPL-T has been expensive historically because management is worthy of it and so he would go for this one.  He owns EMB-T because of the advantage that whoever you have to pay bills to you should own them.  They have growing dividends at 8-10%.  He likes the premium management of PPL-T and it is worthy of an increased multiple. 

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Unknown
TOP PICK SBUX-Q Starbucks Market Call Tonight (BNN TV) 2017-04-27 $61.300

He was disappointed after the market today, but that is an opportunity for anyone who wants to pick this up tomorrow. They had a big issue with congestion in mobile ordering, but that is a good problem to have. Have all kinds of developments in cold and fresh food. Dividend yield of 1.6%. (Analysts’ price target is $65.)

Mike S. Newton, CIM FCSI NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes
BUY on WEAKNESS SU-T Suncor Energy Inc Market Call (BNN TV) 2017-04-27 $41.750

Arguably one of his favourite names in the energy sector.  This would be the premium name to go with because of their ability to deliver results and increase cash flows.  They have added amounts of cash flow to be coming soon.  This is why they announced a $Million share buyback to come soon.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Unknown
PAST TOP PICK TCL.A-T Transcontinental Inc. (A) Market Call (BNN TV) 2017-04-27 $24.070

(Top Pick Jun 21’16, Up 39.78%) Everyone threw in the towel in that they couldn’t recover from being just a printer.  They reduced costs and footprint.  They are selling off activities in Eastern Canada and this is to go to better margin business.  3.3% yield.

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Yes
PAST TOP PICK TCN-T Tricon Capital Group Market Call (BNN TV) 2017-04-27 $10.820

(Top Pick Jun 21’16, Up 26.65%) It used to be at a 30% discount to NAV.  They captured the US sunbelt rental market. 

Mohsin Bashir NORTH AMERICAN - LARGE CAUTIOUS Unknown
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