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
  
COMMENT CPX-T Capital Power Market Call (BNN TV) 2017-02-21 $25.800

In the top 10% of his database. Just acquired some new assets and it will be interesting to see how that will impact earnings. The 6.2% yield is significant, but they have significant free cash flow to support it.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Yes View
HOLD CRT.UN-T CT Real Estate Invest Trust Market Call Tonight (BNN TV) 2017-02-21 $15.330

(Market Call Minute.) Owns a lot of Canadian Tire retail holdings.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT CS-T Capstone Mining Corp. Market Call (BNN TV) 2017-02-21 $1.730

This has done well but charts show it getting a little toppy. Longer-term, this is a play on copper. Copper prices look like they have broken out recently, which would be quite positive for a lot of Canadian mining and copper companies over the coming 12 months. Ranks in the top 3% of his database.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
BUY on WEAKNESS CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call Tonight (BNN TV) 2017-02-21 $156.740

(Market Call Minute.) A great, long term, Canadian retail franchise. It’s close to its 52- week high.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT CZO-X Ceapro Inc. Market Call (BNN TV) 2017-02-21 $1.620

They extract the good stuff from oats for use in cosmetics. Also, extracts for use in food for reducing cholesterol. Recently increased their plant size by 10X. Still has a year’s worth of inventory stockpiled for covering risks with their new plant. There was some lumpiness in the most recent quarter with a Chinese customer not reordering. The question is, will he be back in the upcoming quarter. Thinks growth is pretty good with some interesting opportunities.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
TOP PICK EFN-T Element Fleet Management Market Call Tonight (BNN TV) 2017-02-21 $14.030

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
HOLD EIF-T Exchange Income Market Call Tonight (BNN TV) 2017-02-21 $39.640

(Market Call Minute.) A good, well-run company. It has had a heck of a run over the last year.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
DON'T BUY FCR-T First Capital Realty Market Call (BNN TV) 2017-02-21 $20.570

Ranks in the top 3rd of his database. A fairly slow growing company. Earnings growth is forecast to be negative, going from $1.03 in 2016 to $.86 in 2017. Free cash flow is a minus 3% on a 4th quarter trailing basis. Using enterprise value to EBITDA, it trades at 22X 4th quarter trailing and is down 2.6%. Dividend yield of 4.2%.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
COMMENT FLY-X Flyht Aerospace Solutions Market Call Tonight (BNN TV) 2017-02-21 $0.270

An “Internet of things” company in a way, but for the aircraft industry. Provides critical data streaming from planes to the ground, and are the leader in that segment. Over time, this will become a global standard. They struggled for a number of years and just became profitable this year. It has great things ahead of it. Thinks the stock goes significantly higher.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
TOP PICK FTS-T Fortis Inc. Market Call (BNN TV) 2017-02-21 $43.180

A diversified international distribution utility holding company. 25% dividend payout ratio. Reported a 15% earnings surprise on Feb 16. Sales are up 11% year-over-year, and the growth margin grew 7% year-over-year. Free cash flow was up 44% and ROE is 8%. 3.7% dividend yield. (Analysts’ price target is $48.55.)

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Yes View
COMMENT GUD-T Knight Therapeutics Market Call (BNN TV) 2017-02-21 $10.820

Basically a company that acquires pharmaceutical products, typically from other large established companies. Ranks in the top 3rd of his database. Earnings have been a bit challenged for the coming quarter. Most recently, sales were up 26% and earnings were up 54%. In the coming quarter,it is expected to have a step back, and earnings are expected to be $.03 versus $.08 last year. Earnings estimates have been shaved by 15%, and earnings for 2017 versus 2016 are literally unchanged at $.13 per share. Against a $10 stock price, that gives you and 82X PE multiple with low to no growth. There is a lot of competition and better opportunities in others.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
HOLD HBC-T Hudson Bay Co. Market Call Tonight (BNN TV) 2017-02-21 $12.360

(Market Call Minute.) Going through a bit of choppiness. Real estate is probably worth a lot, relative to the share price. Until you actually see that realized, weakness in their retail operations could put pressure on the stock.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
SELL IBM-N IBM Market Call Tonight (BNN TV) 2017-02-21 $180.260

This has done pretty well in the last year, but that is after a five-year period of choppy performance. It has rallied out of the Trump election, and is probably not sustainable over a longer-term basis. They are a little behind the curve in terms of where technology is moving these days. It is more of a trading range stock now, and is at the higher end of its range. If it got closer to its 52 week lows, it would be a Buy again.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
HOLD MCK-N McKesson Corp Market Call Tonight (BNN TV) 2017-02-21 $150.890

One of 3 really big pharmaceutical distributors in the US. A perfect example of short-term versus long-term investing. Healthcare has been a tough sector for the last year. Politically, it always has a big target on it back. He expects the sector as a whole to do a lot better this year. They are working in an oligopoly type structure now. They’ve had a lot of margin expansion over time, which may have ended. Longer-term he likes this, but in the short term it is going to struggle.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-02-21 $59.890

The biggest auto parts manufacturer in Canada, and the 2nd globally. One of the most underappreciated Canadian success stories. He continues to be defied by the valuation in this market where we have Shopify (SHOP-T) trading at 100X 3-4 years out earnings, and you can buy this one at 7X next year’s earnings with a dividend that increases every year and they buy back stock. Dividend yield of 2.25%. (Analysts’ price target is $65.37.)

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
COMMENT MNW-T Mitel Networks Market Call (BNN TV) 2017-02-21 $9.520

Year-over-year sales were down 11% and earnings were down 28% in November. For the coming quarter, earnings are expected to be down 13% year-over-year. PE is relatively modest at 9.9%, but growth is forecasted at 23%. If they can actually deliver that growth, the stock appears to be attractive, but with estimates being chopped, analysts are sceptical.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
PAST TOP PICK MSFT-Q Microsoft Market Call Tonight (BNN TV) 2017-02-21 $64.490

(A Top Pick Feb 2/16. Up 25.38%.) A nice performer. One of those great tech companies that is sticking with what is working and evolving with technology. They and Amazon (AMZN-Q) are neck and neck for Web services now. Amazon has the early lead in that business, but this company is better positioned to potentially become the longer-term winner because of their historic legacy relationships with businesses. 10% of their market cap is in cash. They pay a nice dividend and buy back a lot of shares. Thinks it is going higher.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
COMMENT NEPT-T Neptune Tech & Bioresource Market Call Tonight (BNN TV) 2017-02-21 $1.350

He is quite excited about this. His 52-week target is $3. They had a really good quarter. The 3-year chart shows it has been a little tough. The old management left something to be desired. New management came in about 1.5 years ago, and have done a phenomenally good job of getting it turned around. It is now making money. Made a great acquisition last year and made some great strategic moves. They are settling all the lawsuits and making peace with the industry and moving forward. They’ve diversified the business and made a great acquisition last year for making special formulations of special health products. A cheap stock, trading at about 10X next year’s earnings.

$3 Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
TOP PICK NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2017-02-21 $44.770

The largest bus manufacturer and parts distributor in North America. Expecting earnings to grow by 37% year-over-year. There are great opportunities for bus manufacturers in North America. Dividend yield of 2.14%. (Analysts’ price target is $51.29.)

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Yes View
COMMENT OEE-X Memex Inc. Market Call (BNN TV) 2017-02-21 $0.225

A kind of “Internet of Things” company within the 4 walls of a shop floor. If you have a manufacturing company, you want to be able to figure out if your machine is up and running, productivity, wait time, etc. In a lot of cases, the equipment on the shop floor is 15 years or older, and this company has an adapter that they can use to communicate with them. The company works with Cisco (CSCO-Q) as well as a very large Japanese equipment manufacturer. The payback is less than 6 months. Have just unleashed some new software, and are quite optimistic their clients should be keen on embracing that. Latest earnings were a bit lumpy, but overall the trend for what is going on in the industry is quite good.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
COMMENT PHO-X Photon Control Market Call (BNN TV) 2017-02-21 $1.240

This makes stuff that makes stuff, particularly in the semiconductor space. Their key is extremely precise temperature and measurement pieces. Extremely profitable with a large free cash flow generation. Also, has a lot of cash on the shelf. They may end up acquiring something, or they may be acquired. They are dealing with 4 of the 5 large semiconductor makers. Thinks they have now signed the 5th giving them all of them, and they continue to try to get greater market share within those 5. The latest earnings results for a couple of their clients has been quite positive. Earnings are expected to be $.09 against $1.29, and he thinks there is still pretty good opportunity for the stock going forward.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
COMMENT QST-X Questor Technology Market Call (BNN TV) 2017-02-21 $0.750

Great technology. Makes an extremely efficient incinerator for burning flared gas, in particular for getting rid of sulphur dioxide, etc. In spite of having great technology, not a lot of people are using it. Part of that relates to the declining price of oil and natural gas. With his expectation of rising oil prices, that should be beneficial for them. At the moment, earnings are expected to be $.02 against a $.75 stock price, giving a 38X PE multiple and a 4% ROE. He is waiting for an increase in overall sales volume to turn the company around.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
DON'T BUY RIO-N Rio Tinto Market Call Tonight (BNN TV) 2017-02-21 $46.150

One of the globes biggest mining companies. Before investing in any of these things, you have to figure out what resource prices are going to do over the course of the coming year. The mining sector tends to be a real momentum play. The stocks right now are running in a positive direction. Feels that they have surged up too far now.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
PAST TOP PICK SAP-T Saputo Inc. Market Call (BNN TV) 2017-02-21 $45.980

(A Top Pick Feb 8/16. Up 26.61%.) Ranks in the top 3% of his database. Overall yield is a modest 1.3%, but it does pay a dividend. Earnings were up 12% year-over-year on a 2% sales growth. In the coming quarter earnings are expected to be up another 12% with year-over-year growth at about 10.5%.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Yes View
COMMENT SHOP-T Shopify Inc. Market Call (BNN TV) 2017-02-21 $82.890

In recent results, sales grew like crazy, but unfortunately expenses also grew. Analysts have shaved estimates for earnings. Expected to lose $.28 in 2017, and to improve to positive $.19 in 2018. Against an $80 stock price, the 13X Price to sales multiple is somewhat breathtaking. It is a bit of a challenge figuring out what a reasonable price is.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
SELL SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-02-21 $82.890

This will soon be a great company, but he finds the valuation they receive interesting. Unfortunately, they don’t make money yet. They’ve been losing money every day so far. Have a lot of cash on the balance sheet and are rapidly increasing sales, and a year from now they should be profitable. Feels the valuation is out of control. If we get any kind of pullback, look for a sharp correction because there is no earnings support. Even looking out over 5 years, he can’t justify the valuation.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
SELL SIS-T Savaria Corp Market Call Tonight (BNN TV) 2017-02-21 $10.860

A very interesting little Canadian company out of Montréal. Has done a great job of growing their business. They provide chairlifts for old and disabled people in homes, and small elevators for residences. Have been growing nicely over the last several years. He likes the business longer-term, but the stock has had one heck of a run, and the stock is pretty expensive. If you own the stock, he would be trimming, if not Selling it.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
COMMENT SLF-T Sun Life Financial Inc Market Call Tonight (BNN TV) 2017-02-21 $49.080

Doesn’t own any insurers. However, long term, the Canadian insurers have been good businesses and have done quite well. Trying to figure out earnings, etc. is very difficult. A lot of these big financial institutions are big black boxes, and you don’t really know what is inside. In financial investments, you are probably better off with US financials.

Alex Ruus NORTH AMERICAN OPTIMISTIC No View
COMMENT TNC-X Tio Networks Corp Market Call (BNN TV) 2017-02-21 $3.290

PayPal (PYPL-Q) is acquiring this for about $3.35 in cash. The company has a bunch of locations in the US.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
TOP PICK UPS-N United Parcel Services Market Call Tonight (BNN TV) 2017-02-21 $107.720

The world’s largest, global logistic company. The largest provider of small package and document delivery in the world. There was a little disappointment with their earnings last quarter and the stock pulled off, making it a great buying opportunity. Trading at 16X next year’s earnings and a 5% free cash flow yield. Dividend yield of 3.08%. (Analysts’ price target is $115.)

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
TOP PICK WEF-T Western Forest Products Inc. Market Call (BNN TV) 2017-02-21 $2.200

Technical analyst Leon Tuey likes the profile. Year-over-year sales was up 10% and year-over-year earnings was up over 62%. ROE is 16.4% on a trailing basis and free cash flow yield is 8%, compared to 1.5% last year. Dividend yield of 3.72%. (Analysts’ price target is $2.32.)

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
HOLD ZCL-T ZCL Composites Inc. Market Call Tonight (BNN TV) 2017-02-21 $12.700

(Market Call Minute.) An outstanding Edmonton-based company. A leader in the underground fibre glass storage tank market. Below $10, he would be a strong buyer.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-17 $0.020

Markets.  Valuations have run ahead a little bit.  The Trump rally surprised a lot of people as did Brexit.  The French election will probably get the world’s attention.  Breakdowns are not always what they seem.  There are some things that are not adding up.  What is the fuel for the year?  The VIX is also going up.  Part of this last little push last week is that a hedge fund had to cover an error in their prediction.  The breakout confounded everybody.  Now we have a pause.  For a month or two there is a risk of a correction. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-17 $0.020

The Five Banks.  Caller is 50%+ with them.  Is splitting positive?  It can get more investors into the shares.  Look at BRK-N that have not ever split.  It is great that we focus on the general sector.  He does not see inflation as a big issue and we have seen a good run in the banks. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-17 $0.020

Markets.  We have priced a lot of things in.  The S&P is up almost 10% since the election, with the TSX up 9%.  The market is anticipating the pro-growth policies being implemented and ignoring the anti-trade comments.  If there are delays in implementation we could easily get a pullback.  The US economy has been improving all along even before Trump.  Unemployment has been at 5% or lower for 16 months.  She likes what she sees for the earnings season.  Tax cuts will help to bring price to earnings ratios down.  We need to see policies implemented now. 

Christine Poole NORTH AMERICAN - LARGE BULLISH _N/A View
BUY on WEAKNESS A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-17 $0.020

US Banks.  They have all done quite well post- the election due to the potential of less regulation.  She owns WFC-N.  There is nothing wrong with the others, but WFC-N has lagged and was better managed during the financial crisis.  JPM-N is the second best one.  Wait for a pullback before buying or adding to a position.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2017-02-17 $135.720

(Market Call Minute) It has done well, but don’t chase it.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
HOLD AGU-T Agrium Market Call Tonight (BNN TV) 2017-02-17 $135.640

She has held it for a number of years.  It was always her preferred play in that area.  Nutrients should have a good long term demand.  But this industry can get quite cyclical because using them can be put off for a number of years.  They have a retail operation which cushions them more than POT-T.  POT-T is buying them at the trough of the commodity price.  (Analysts’ Target: $141.06).

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY AIG-N American International Group Market Call Tonight (BNN TV) 2017-02-17 $62.500

They will benefit from higher interest rates.  They ran into difficulty during the financial crisis and had to restructure.  They are trying to grow their return on equity.  She keeps her insurance exposure in Canada.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-02-17 $24.520

(Market Call Minute) You could buy it for exposure to the US economy.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2017-02-17 $48.910

He likes this business.  There is a loose base and you could call it a triangle.  Below there is a nice little support there.  It could come back to the trend line.  It is a really good name and they are good managers of assets.  He may buy this one.  Nice dividend and they run a really good business.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
BUY BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2017-02-17 $2.530

It has been a tough one.  His bias is to stay away from this one.  He has been looking at taking a shot at this one, though.  The recent range is quite positive as it absorbed the news in the last two days.  It is interesting form a technical perspective.  $2.30 makes it interesting and a he has a target over $4.  If it breaks below $2.30 then it could below $2. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
DON'T BUY CAR-Q Avis Budget Group Market Call Tonight (BNN TV) 2017-02-17 $33.760

The whole rental business is going through a difficult period.  The popularity of Uber is actually a negative for car rentals.  It is quite competitive in terms of pricing.  The business is pretty difficult and she would not invest there.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
HOLD CAT-N Caterpillar Market Call Tonight (BNN TV) 2017-02-17 $98.850

Things are slowly improving post- the election.  It is one of the highest quality players in this area. 

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-02-17 $51.250

(Top Pick Feb 9/16, Up 8.49%) She still likes it.  She bought it for the 3-3.5% yield and capital return of 5-8%.  She still likes it.  They are the largest theatre operator in Canada with a 77% market share.  They can’t control what happens at the box office, but they are really good at things they can control such as concessions spending.  They have advertising in their theatres and advertising signage.  They also have ‘rec room’ which offers gaming, etc.  They are a well managed company and will continue to grow.  She will be continuing to hold it.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
BUY CHR-T Chorus Aviation Inc Market Call (BNN TV) 2017-02-17 $7.460

He uses a linear regression line right through the mean.  With dynamic regression it may not come back to you and you might have to just buy it.  He would just take your initial position here.  There is a bit of a level around $6.60 where there is support.  There are also levels in the high $5s.  It has an upward-to-the-right look.  Take a half or third position and then take more and that will confirm it is doing what you want.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
BUY on WEAKNESS CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2017-02-17 $8.640

In the next month energy could be presenting a good buying opportunity.  It has broken a downtrend and is base building.  It is ready to rip out of that zone.  The support should hold.  Take a half position on weakness.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-02-17 $16.240

It is in the sights of an active investor.  There is this downtrend and will probably run into resistance around $17.  People are interested when you get two bottoms so close. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
HOLD CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-02-17 $16.240

She has been adding to the name for at least the last year and a half.  It is 90% oil and is leveraged to its price.  They are in Saskatchewan and Alberta.  Prior to the down turn in energy they were criticized for continually issuing equity to fund acquisitions.  In September of 2016, they came again to the market, but to strengthen their balance sheet and fund Cap-X.  They have lagged in this rally because of this.  We will hear more about what the activist investor wants to do.  She is going to hold on to it.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
HOLD CSH.UN-T Chartwell Seniors Housing Market Call Tonight (BNN TV) 2017-02-17 $15.870

She has owned it for quite a number of years.  It is the largest seniors housing player in Canada.  She likes the demographics play.  The company sold off all their US properties and they have been developing and re-investing the money.  It has a 3.5% yield.  It has been strong over the past three weeks.  She would not buy it here, but hold it.  Wait for a pullback if you want to imitate a position.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
PARTIAL SELL CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2017-02-17 $157.490

Big news today.  Strong sales.  Maybe there is something else in there.  See how it closes today.  It could come back to the $145-8 level.  We could be a slight amount over valued and you might want to sell half your position here.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH Unknown View
BUY CVX-N Chevron Texaco Market Call Tonight (BNN TV) 2017-02-17 $110.330

(Market Call Minute) Large integrated company paying a nice yield.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY DH-T DH Corporation Market Call Tonight (BNN TV) 2017-02-17 $23.600

(Market Call Minute) They are having troubles in the US.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
WEAK BUY ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2017-02-17 $34.260

She owns ENB-T because it is the bigger company.  She likes that company and the Spectra acquisition.  There is more growth in ENB-T.  ENF-T pays a higher yield.  When the Spectra deal closes they are bumping up the dividend.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
DON'T BUY FFH-T Fairfax Financial Market Call Tonight (BNN TV) 2017-02-17 $618.000

(Market Call Minute) She prefers to have more direct plays in the sectors or industries FFH-T is in.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY FRII-T Freshii Inc Market Call Tonight (BNN TV) 2017-02-17 $14.010

(Market Call Minute) It is high growth and high multiple so she can’t get around the valuation.  The industry is highly competitive.

Christine Poole NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-02-17 $43.200

She likes it for the income, growth and the defensive nature of the business.  They just bought ITC corp. which is out of the US and expands their presence there.  ITC is a regulated electric utility.  Over 60% of FTS-T’s earnings are going to be coming from the US now.  They have good visibility post- the acquisition to grow their dividend 6% per year until 2021.  It has lagged the market, so all in, you should get 12% on this name. (Analysts’ target: $48.55).

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
DON'T BUY GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-02-17 $69.850

They brought guidance down going forward.  They have a key HEP-C drug which is getting competition.  They have to figure out a way to grow their pipeline and then their revenue and earnings.  She would not be buying it for Pharma exposure.  See her top picks and she also likes ABT-N.

Christine Poole NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK GOOGL-Q Alphabet Inc. (A) Market Call Tonight (BNN TV) 2017-02-17 $846.550

(Top Pick Feb 9/16, Up 20.76%) She still likes it.  It has lagged the rally, only up at 4% vs. the market being up 10%.  It is the 28th consecutive quarter of organic growth over 20% year over year.  That trend of digital advertising is going to continue to grow as only about 35% of advertising budgets are allocated to it.  They got a new CFO a couple of years ago who has brought a lot of financial discipline to the company so more growth is dropping to the bottom line.  They have been buying back stock even though they don’t yet pay a dividend.  They have a lot of cash off shore so policy changes in repatriation of cash will benefit them.

Christine Poole NORTH AMERICAN - LARGE BULLISH Yes View
BUY GTE-T Gran Tierra Energy Inc. Market Call (BNN TV) 2017-02-17 $3.600

The downtrend is broken.  This is an energy name he would suggest.  The seasonal run may not happen on queue.  He tends to be more on pure service plays, but would buy this one.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS BULLISH No View
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