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
  
TOP PICK CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-06-22 $77.220

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
WATCH CVX-X Convelo Health Market Call (BNN TV) 2017-06-22 $0.190

It has been a top pick.  He has a small position right now.  Rehab facilities in California.  They changed the way they compensate employees.  It should drive profitability up.  Hopefully it will make a turn as the numbers start to come out.  He is cautiously optimistic on this one at the present time.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
BUY on WEAKNESS DOL-T Dollarama Inc. Market Call (BNN TV) 2017-06-22 $123.360

(Market Call Minute) A real solid company and he would continue to hold it or wait for a pull back if you want to own it.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
COMMENT FB-Q Facebook Market Call Tonight (BNN TV) 2017-06-22 $153.400

This has a great massive advantage over everybody else in their field. Also, there is more advertising done online now than there is on television with most of it going to this company or Alphabet (GOOGL-Q). The risk is that it is no longer seen as a technology company, but more of a broadcasting company. The multiple you pay for a broadcaster is substantially lower than what you pay for a tech company.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
HOLD GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-06-22 $70.480

A very important story. They had a Hep C drug that was so good it was curing everybody, so it is running out. Everybody underestimated how fast it was happening. This is trading at about 8X earnings. Has a great dividend yield and lots of cash and an incredible balance sheet. They have an HIV drug which is very strong and does well. Feels they have to do something with their cash and move in a different direction by making an acquisition. At this point, the stock is really giving the company zero value for their Hep C business. There is some good value in their pipeline. You aren’t paying a lot for the company right now with their free cash flow yield of almost 9%.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
WATCH GPS-T BSM Technologies Market Call (BNN TV) 2017-06-22 $1.560

Telemetric business.  They have an activist shareholder involved.  They have been meeting expectations and working on converting some clients that fell off because of the loss of a certain cellular signal.  He thinks at some point they will be taken out. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
DON'T BUY GSY-T goeasy Market Call (BNN TV) 2017-06-22 $29.960

A very interesting business.  They used to just lease furniture and then grew their finance side.  They recently announced they are in Quebec. It takes about 9 months for branches to get up to a million in loan value.  It seems one of their branches got there in a couple of months.  They had such rapid growth that the market worries where will they get financing.  If the economy turns down their bad debt expense will go through the roof. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
WATCH GUD-T Knight Therapeutics Market Call (BNN TV) 2017-06-22 $10.180

Everyone keeps watching for the big deal to happen.  A lot of the smaller deals make money in a year or two.  Management is waiting for a really big deal to come along.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
COMMENT INDA-US iShares MSCI India ETF Market Call Tonight (BNN TV) 2017-06-22 $0.000

He doesn’t invest in emerging markets, but his view is that India is certainly a country that is growing at a much higher clip than the rest of the developed world. The one risk is that it is more volatile. If you have a very long-term view, 15-20 years, this is a great thing to own.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
PAST TOP PICK KHC-Q Kraft Heinz Company (merged) Market Call Tonight (BNN TV) 2017-06-22 $89.100

(A Top Pick June 16/16. Up 7%.) What he likes is that Kraft was a much more domestic US business and Heinz was much more global. Expects there will be a lot more Kraft products go through the Heinz network. There is still not a lot of revenue growth, but they are good cost cutters. We need to see revenue growth.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
COMMENT LNF-T Leon's Furniture Market Call Tonight (BNN TV) 2017-06-22 $17.720

The big box furniture business has a huge competitive advantage. They took over the Brick a while ago which is slowly working out. The Cdn$ hurt them a little. Very good operators. Also, owns a lot of the properties they are situated on. Every so often, they build up cash and pay a special dividend.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Yes View
BUY MBA-T CIBT Education Group INC Market Call (BNN TV) 2017-06-22 $0.790

It is an interesting business.  They teach English as a second language, but student housing is the big part of their business.  They have a monopoly on the west coast.  They are working on funding for a project in Western Canada.  They are seeing fast growth in the real estate side of things.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2017-06-22 $23.580

(Market Call Minute) It would be one he would add for financial exposure.  He is expecting a turn in financials for an insurance company.  He would go for RY-T for a bank.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
BUY NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-06-22 $56.070

There is still a lot of room for them to expand and to continue to do well.  They just did an acquisition of a motor coach business and there is still cross selling to come.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
BUY OGI-X Organigram Holdings Market Call (BNN TV) 2017-06-22 $2.270

(Market Call Minute) They had all these issues with the recall, but it is probably one of the cheapest ones out there.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
COMMENT PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2017-06-22 $34.060

He prefers something like Johnson & Johnson (JNJ-N) because it protects you. It has a consumer products division, a devices division and a pharmaceutical division, and has done much better than this company over the last little while. This company is more of a pure pharma company. The risk is that they are really counting on their drugs, and if some of them don’t work out, it is much more difficult for them.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Unknown View
TOP PICK PHM-X Patient Home Monitoring Market Call (BNN TV) 2017-06-22 $0.475

It has been very loved and hated. They had a huge turn-up in their business.  30% organic revenue growth.  They generate cash and the stock is trading at about 6.5 times.  (Analysts’ target: $0.85).

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
PAST TOP PICK PIH-T Pacific Insight Electronics Market Call (BNN TV) 2017-06-22 $8.900

(Top Pick Jun 30/16, Down 20%) They have great earnings growth, but it is rather lumpy.  As auto dealers need supplies of a certain part they get big orders, and then seems to have a quarter or two where orders drop. They added Tesla to their customer base recently. 

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
HOLD PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2017-06-22 $1.800

They are going to have a lot of catalysts between now and Q1 2018 on their drugs and some of their trials.  He sold it higher up for technical reasons.  He would hold onto it because of the catalysts.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
PAST TOP PICK POT-T Potash Corp of Saskatchewan Market Call Tonight (BNN TV) 2017-06-22 $21.860

(A Top Pick June 16/16. Up 5%.) He sold this when he felt the market was overestimating the price people were going to pay for potash.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
BUY RY-T Royal Bank Market Call (BNN TV) 2017-06-22 $94.020

(Market Call Minute) He would buy this for bank exposure as he expects a turn in financials.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
COMMENT SBUX-Q Starbucks Market Call Tonight (BNN TV) 2017-06-22 $59.510

This has built a great franchise, and the franchise is becoming much more global. They are very unique in that they are very open to making changes when it is necessary, not only for their coffee, but also how they treat clients. There is still a lot of opportunity for them to grow globally. A good story.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC Unknown View
BUY SHOP-T Shopify Inc. Market Call (BNN TV) 2017-06-22 $121.150

(Market Call Minute) It has a high valuation, but he likes it.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
BUY on WEAKNESS SVI-X StorageVault Canada Market Call (BNN TV) 2017-06-22 $2.710

They are really rolling up the self storage market.  He sold it earlier and wishes he had held it.  He would not be surprised at an equity issue at some point.  They have high margins and have the room to grow it organically.  A new issue could cause it to pull back.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
WATCH TOY-T Spin Master Corp Market Call (BNN TV) 2017-06-22 $38.680

The quarterly numbers were one thing, but a secondary offering did not go well.  They didn’t sell it all.  They re-priced it and tried to clean it out.  This is a huge Canadian success story.  It broke down from a technical point of view so he sold it.  He is always watching it.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
BUY TRP-T TransCanada Corp Market Call Tonight (BNN TV) 2017-06-22 $62.090

This company and Enbridge (ENB-T), which he owns, are not too dissimilar. Both made very large US acquisitions, and this is where growth comes from for the next while. You could own either as they will both do very well over the next several years. Once they integrate their acquisitions in, you will see much better cash flow growth, but more importantly, you will see their ability to make even bigger acquisitions.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
BUY TWM-X Tidewater Midstream and Infrastructure Ltd Market Call (BNN TV) 2017-06-22 $1.300

(Market Call Minute) His pipeline pick, even though it is off the beaten path.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Unknown View
BUY VZ-N Verizon Communications Market Call Tonight (BNN TV) 2017-06-22 $45.420

This is one he would be buying here. You don’t have to worry about the dividend. A lot of the pressure was about them buying the Yahoo position. The other part of this company that is much more difficult is that they are one of the ones that really don’t have that Time Warner aspect of it where everybody wants them to buy something to fill that gap in their portfolio.

Paul Harris, CFA NORTH AMERICAN/GLOBAL OPTIMISTIC No View
WAIT WEED-T Canopy Growth Corp. Market Call (BNN TV) 2017-06-22 $8.560

The granddaddy of global cannabis platforms.  Their patient numbers continue to ramp up.  In a few years it will continue to dominate both Canada and International players.  He would add it back.  You need to hear more back about how this stuff will be sold.  When they form a base he would add it up to a full position going into the fall.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH No View
TOP PICK WPRT-T Westport Fuel Systems Inc Market Call (BNN TV) 2017-06-22 $2.980

Clean burning heavy engines. They were a market darling 10 years ago. We are now actually seeing the progression to cleaner fuels such as natural gas. They have a joint venture with Cummins. They also have components. They have sold off non-core businesses.  (Analysts’ target: $3.00).

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
PAST TOP PICK ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2017-06-22 $41.070

(Top Pick Jun 30/16, Up 75%) They continued to execute very well and have grown business at the stores and got into accessories where they drive more business at a higher margin.  Now they moved up because of recent announcements by Sears.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS BULLISH Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-21 $0.020

Market. He still likes the look of the US market, but is seeing opportunities elsewhere. If he had to characterize the 1st half of this year, he would sum it up by saying less is more. There has been less likelihood of fiscal reform in the US, which has been overshadowed by an improvement in corporate profitability that has helped US equities. In Europe, political risks have diminished, and there has been an improvement in fundamentals, which has probably helped European equities. The decline in interest rates and low volatility this just screams for diversification. As the year progresses, there is likelihood that volatility increases, and you’ll start to see the correlation between some asset classes deteriorate, which means you want more broad-based exposure. He is overweight equities relative to fixed income, and is seeing some opportunities in the US, but there is probably more capital appreciation potential in continental Europe, where things are getting a lot better.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-06-21 $0.020

Which pipelines should be held, and which should be sold? Not knowing which ones you own, he would suggest keeping the Kinder IPO along with TransCanada (TRP-T) and Enbridge (ENB-T). He wouldn’t hesitate to add to Pembina (PPL-T) and Alta gas (ALA-T).

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-06-21 $0.020

Market. The average investor tends to concentrate on the P of the P/E. They are really interested in price and believe that if the price goes up it is good, but if it goes down it is bad. That is not the way real life works. People tend to judge the company, but are not equipped to analyse the depths that the professionals do. They spend too much time looking at macro issues, trying to figure out whether politics or policy is going to have a bad effect on their holdings. Politicians come and go. Companies and stock prices are driven by the abilities of companies and management to drive earnings, revenues and cash flow.

Gordon Reid US EQUITIES UNKNOWN _N/A View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2017-06-21 $145.870

People have been saying that the Apple phone is going to fail for as long as he can remember. This has done very, very well for his clients. He has trimmed his holdings 8 times. A 3rd of their market capitalization is in cash. The iPhone 8 is the 10th anniversary of the iPhone. They are putting a lot of money behind R&D, and he thinks there are some good things that are going to come out. There is a 93% loyalty rate amongst Apple buyers.

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2017-06-21 $71.340

(Market Call Minute.) The spinoff from Abbott Labs (ABT-N). What makes him hesitate about this is that it is more of a 1 product company with their Humira drug. It represents about 65% of their total revenue, so that presents risks.

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2017-06-21 $13.160

Has a very small position in this, and wouldn’t be one of his Top picks right now. They are somewhat challenged in that they derive about 13% of their Net Operating Income from offices in Calgary. We are going to see a significant increase in office supply, with a good chunk happening in Calgary. Rents are trending lower which is bad news for this company. Feels the dividend should be relatively sustainable, and he can’t foresee any balance sheet issues. If you want a yield with a little more risk associated to it, you could hold onto this.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2017-06-21 $23.130

Toronto Dominion (TD-T) or Bank of America (BAC-N)? Not one of his favourite US banks. He would rather own J.P. Morgan (JPM-N) or Wells Fargo (WFC-N). This is amongst the most sensitive US banks to fluctuations in interest rates.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2017-06-21 $23.130

Longer-term, this has more upside. It had a very sharp rise from early November. A lot of the banks have gone up on the Trump trade and then back down. This hasn’t come right back down, because it is more of a valuation play than the pure growth play. Wait for the yield curve to steepen.

Gordon Reid US EQUITIES UNKNOWN Yes View
PAST TOP PICK C-N CitiGroup Market Call Tonight (BNN TV) 2017-06-21 $63.830

(A Top Pick June 15/16. Up 54%.) He knew that sooner or later the Fed was going to do an about-face and start to tighten, which would help the banks.

Gordon Reid US EQUITIES UNKNOWN Yes View
TOP PICK CAP-FP Capgemini Market Call (BNN TV) 2017-06-21 $0.000

This is a consulting company, not too dissimilar from IBM and CGI. Located in Europe. They will really benefit from the migration to the Cloud proliferation of data. There is more information needed to be stored, analysed, and eventually consumed. Because this is domiciled in Europe with relatively decent market share, you should see a bit of an uplift as a result of BREXIT. If a company decides to relocate, or eventually they don’t want to deal with political risk or regulatory headaches, they’ll want to migrate more to the Cloud. Dividend yield of 1.6%. (Analysts’ price target is €106.)

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
COMMENT CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2017-06-21 $33.510

Apartment REITs? Apartment REITs are very defensive. If the economy slows down, it actually increases the demand for low income housing, which is what these apartments are. If you see the Canadian economy decline or slip into a recession, you’ll probably see more people migrate into apartments that rent out for a lot less than what it would cost you for a house or a condo. This one has been very well-managed and have spent a lot of money reinvesting back into properties. That has allowed them to affect an increase in rents above the guideline increases that is allowed in Ontario.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Unknown View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-06-21 $66.210

(A Top Pick March 30/16. Up 36%.) Manufactures labels, packaging for US consumer package good companies. They’ve integrated their acquisition and have got a lot of synergies out of it. A great name to own.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
COMMENT CRT.UN-T CT Real Estate Invest Trust Market Call (BNN TV) 2017-06-21 $14.630

This is probably the safer way to get a little bit of income into your portfolio without having to take on a lot of volatility. His only concern is that, given that it is a very well capitalized company, if Canadian Tire is going to be a going concern over the course of the next 10-15 years. This is probably a good opportunity to get yield and have a little bit of upside.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
COMMENT CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2017-06-21 $15.840

The number of people globally, over 65 years of age, will probably double over the next 20-25 years. That increase will result in more demand for retirement housing. This company should really benefit, provided you don’t see a material increase in supply. Not particularly cheap and is probably fairly valued here. Senior Housing is probably amongst the most operationally intensive asset class in commercial real estate. Great management team. He would probably look elsewhere. Dividend yield of 3.6%.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
COMMENT CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2017-06-21 $147.180

He has no retail exposure in Canada, other than Loblaws (L-T), which has been challenged. He isn’t worried about a Canadian recession; however, doesn’t think there is very good, long term, secular growth underpinning a lot of Canadian retailers, including this one. There are headwinds, including increases in e-commerce penetration, which they have done a pretty good job of staving off. If consumption, household formation and homeownership starts to turn, that could have more of a negative impact on companies like this.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
COMMENT CUF.UN-T Cominar Real Estate Inv Tr Market Call (BNN TV) 2017-06-21 $12.800

Not one of his favourites. They had done historically well of growing through development. It was family owned, which spent a lot of money buying properties, and then went on a huge acquisition binge a few years ago. As a result, they probably overpaid. Tried to diversify out of Québec. Operationally, things haven’t gone their way. You probably have better risk/reward in other REITs. Dividend yield of 11%+, which would worry him.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
TOP PICK CVS-N CVS Health Corp Market Call Tonight (BNN TV) 2017-06-21 $78.160

One reason he likes this is that it is out of favour. We always have to gravitate to things that will do well in the future as opposed to what has done well in the past. This is a combination of CVS the drugstore and Caremark, a pharmacy benefits manager. They sell over 1 billion prescriptions a year and have over 10,000 locations in the US. As it stays out of favour, it gets more and more compelling from a valuation standpoint. Based on next year’s expectations of earnings, it is trading at a little over 12X earnings, well below the market multiple. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Gordon Reid US EQUITIES UNKNOWN Yes View
SELL DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-06-21 $104.800

This has been a tough Hold for people. It has gone sideways for about 2.5 years. Their major franchise is their TV network of ABC and ESPN. The fear is that there is going to be severe cord cutting and the “skinny bundle” is going to appear. This has led to the multiple falling because people don’t have as much confidence in the long-term prospects of the earnings growth. Their other franchises are doing extremely well. Currently it is trading at about 15.5-16 times earnings, below the market multiple. He would suggest you move on. There are lots of fish in the sea.

Gordon Reid US EQUITIES UNKNOWN Unknown View
TOP PICK DOOR-N Masonite International Corp Market Call Tonight (BNN TV) 2017-06-21 $73.200

Makes exterior and interior residential and commercial doors. They are in 65 countries around the world. If you are a believer in the increasing home ownership globally, and in the US in particular, and household formations improving and increasing, this company should do well. Their margins are improving, which is always a good thing. (Analysts’ price target is $85.)

Gordon Reid US EQUITIES UNKNOWN Yes View
BUY ENB-T Enbridge Market Call (BNN TV) 2017-06-21 $50.610

Sell TransCanada (TRP-T) and move into Enbridge (ENB-T)? He would keep TransCanada as well as buying into this one. You can’t really go wrong with both. This has $30 billion of secured projects, so should be able to sustain mid-single digit dividend growth to high-single digit dividend growth during the next few years. Their capital requirements are relatively minimal. The stock price has declined along with the price of oil. This pipeline transports about 30% of the oil in North America and account for about two thirds of the transportation from oil origination in Canada to the US.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
COMMENT FCR-T First Capital Realty Market Call (BNN TV) 2017-06-21 $20.840

A very well-capitalized Real Estate Operating Company, with a lot of retail properties across Canada. Focused in urban major city centres and are buying up real estate in good locations, in close proximity to where people live, which benefits from a combination of an increase in population growth and an increase in incomes. About 20% of properties are anchored by grocery stores. Has a good development pipeline and an exceptional balance sheet. 70% of assets are unencumbered, which gives a lot of flexibility in the event of higher rates or an economic downturn. Dividend yield of 4.1%.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
COMMENT FTN-T Financial 15 Split Corp Market Call (BNN TV) 2017-06-21 $10.430

Not a fan of split shares and doesn’t think they are an adequate substitute for GICs or bonds. Their make up is a little convoluted in that there is a Capital Share and a Preferred Share. Effectively all the dividends that come out of the Capital Share get thrown into the Preferred Share. If all those companies don’t do very well, the dividends get cut and the preferred share dividend is susceptible to getting cut as well.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN No View
PAST TOP PICK FTS-T Fortis Inc. Market Call (BNN TV) 2017-06-21 $45.730

(A Top Pick March 30/16. Up 18%.) A very high-quality utility. By putting this in your portfolio, you are actually getting a very defensive business. Recently made a large acquisition in the US, which should be accretive to earnings. Cash flow growth should continue to materialize, especially given that a lot of its earnings come from regulated utilities. Thinks there is still 10%-15% upside in the name.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
COMMENT GE-N General Electric Market Call Tonight (BNN TV) 2017-06-21 $27.780

Often what happens when a new regime comes in, they tend to throw the kitchen sink in with the next earnings report, and get rid of anything that is bad. He suspects that will happen. Their estimates of cash flow and earnings were high, and were not going to be able to achieve them. Longer-term, this is constructive.

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-06-21 $67.500

(Market Call Minute.) Pretty much a one product company treating hepatitis C. Sales are falling and the price is being challenged. The good news is that they have a huge cache of cash, 30%.

Gordon Reid US EQUITIES UNKNOWN No View
BUY GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2017-06-21 $978.590

(Market Call Minute.) A fantastic franchise. They continue to grow revenue using cash flow into the 20% range. They are monetizing areas that they weren’t years ago.

Gordon Reid US EQUITIES UNKNOWN Yes View
COMMENT GRT.UN-T Granite REIT Market Call (BNN TV) 2017-06-21 $51.850

This has gone through a transition. It had significant exposure to Magna (MG-T) being a dominant tenant, accounting for about 80% of its NOI, which is still the case. Since 2011-2012, they’ve only done a couple of acquisitions, totaling about $100 million, which is unfortunate, because they have a very well capitalized balance sheet. That urged a couple of activist shareholders to suggest a new board and new management was needed, which pushed the stock price up significantly. If they use their balance sheet, it is debatable what their NAV will be, because you aren’t sure what they are going to buy. He would prefer other industrial REITs at this time.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Unknown View
DON'T BUY JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2017-06-21 $87.120

(Market Call Minute.) This has done a very good job. They came through 2008 as one of the best of the banks. A higher multiple bank, trading at 1.4X BV. He would probably go with some of the other banks instead.

Gordon Reid US EQUITIES UNKNOWN Unknown View
TOP PICK LILAC-OTC Liberty Global PLC Market Call (BNN TV) 2017-06-21 $0.000

A cable and mobile phone company, with dominant market share in a lot of Caribbean regions and Latin America. Trading at a very, very deep discount to what he thinks represents fair value. Mobile or broadband penetration in those regions is below 40%-50% in many cases. As network coverage improves, companies like this will really start to bank and mint cash flow. This is controlled by Liberty Global which historically has done a tremendous job of allocating capital and consolidating businesses.

Andy Nasr REITS, GLOBAL & MACRO STRATEGY UNKNOWN Yes View
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