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
  
HOLD VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-09-18 $45.250

It is coming down because the French government has said they will stop hydro carbon production but that is a long way away.  The market is nervous.  They have supported their dividend and over time they will replace France.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
COMMENT WEED-T Canopy Growth Corp. Market Call Tonight (BNN TV) 2017-09-18 $10.560

An investment in this type of company is rather speculative. However, it has certainly settled down. When they came off from about $12 down to $6, there had been some recovery, and the stock has been picking up of late. He doesn’t like the political risks. Feels there is a lot going on behind the scenes that we don’t necessarily know about.

Jason Del Vicario NORTH AMERICAN (GROWTH) CAUTIOUSLY OPTIMISTIC No View
WATCH WRG-T Western Energy Services Market Call (BNN TV) 2017-09-18 $1.290

It is a very cheap driller.  $5.53 book value at the end of last year.  They are in a break even situation.  He sees it doing much better.  He likes the stock and covers it.  There will be a great opportunity to buy it likely later in the year.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS BEAR on OIL Unknown View
HOLD ZEO-T BMO S&P/TSX Oil & Gas ETF Berman's Call 2017-09-18 $10.500

In the next couple of months there may be a little more upside.  At the beginning of the year the stocks were overpriced.  He is going to trim when it gets back to the high end of its trading range.  Don’t add to it now but you could buy on pullbacks.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-15 $0.020

Energy. It feels like we are pretty close to a time of maximum despair in energy stocks. They’re under owned and people just don’t want to touch them. There have been many false starts this year, but this week is the first time in a very long time where things are starting to feel better. Not only do we have the combination of a few different agencies asserting their bullish thesis on oil that the market is tightening, but OECD surplus inventories have fallen by about 44%. We’ve had cuts in US growth rates and evidence of plateauing in US production in the past 5 months. This is an area that is massively undervalued, stocks are trading at half of their historical multiples and good fundamentals that are now improving, and there are now people starting to recognize that.

Eric Nuttall ENERGY BULLISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-15 $0.020

Market. The Canadian economy has had a good first half, certainly leading the G8 in terms of GDP growth. That ultimately translates into earnings for companies. In the US, Q2 was very strong, but he expects a little softening in Q3 because of hurricanes, but balancing in Q4 and Q1 of next year. Canada will benefit from those tailwinds as well as organic growth. Thinks we can expect better things from base metals and oil. We have seen the bottoming out for something like base metals, which has been the best return in the resource space, led by things like copper, zinc, iron ore and met coal. We can build on that. Sees better things for oil into 2018. Conditions have stabilized for things like oil, which is a big driver for Canada. We can build from that base as global GDP continues to improve.

Dennis da Silva RESOURCE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-15 $0.020

Gold has already passed over $1350, but resource stocks haven’t shown good performance. Why? Last year there was a good break out where gold stocks outperformed the price of gold. This year gold is up about 15% year to date, versus the global gold index which is up about 7%. Some of that he would attribute to just the nature of the move in gold. A little more concern in the world has created some move into the price of gold. Believes part of this has to do with if the market believes in the sustainability of the gold prices north of $1300. He is more focused on what companies are doing, and not worried about the price of gold. Eventually, if the market sees discipline continue, equities will outperform the underlying commodity on a more sustainable basis.

Dennis da Silva RESOURCE OPTIMISTIC _N/A View
COMMENT AAV-T Advantage Oil & Gas Ltd Market Call (BNN TV) 2017-09-15 $7.760

He really likes this company. More of a manufacturing company than an oil/gas company. They should be generating gobs of free cash flow. The challenge in Canada is that there are ongoing issues around pipeline availability and egress take away solutions, and we have seen that manifest itself in the past quarter.

Eric Nuttall ENERGY BULLISH on ENERGY No View
TOP PICK AGB-X Atlantic Gold Corp Market Call Tonight (BNN TV) 2017-09-15 $1.460

A new producer in Canada. Unique and in Nova Scotia. They are opening their new mine, a Moose River consolidated mine project. It is going into production in October, and should be commercial by the end of the year. 85,000 ounces in 8.5 years. Sub-$600US an ounce production cost, so margins will be very robust. The ability to double from 2 satellite deposits, probably in 3 years, will more than double production. (Analysts’ price target of $2.17.)

Dennis da Silva RESOURCE OPTIMISTIC Yes View
COMMENT AGI-T Alamos Gold Inc Market Call Tonight (BNN TV) 2017-09-15 $9.040

This has taken a kicking over the last week or so with the Richmont acquisition. Think it was a bit of a surprise that the company had made an acquisition of that size. Its original base was in Mexico, but have now diversified into Canada. Richmont has a great little mine. It is ramping up to lots of exploration upside. Maybe they have overpaid right now and incorporated some of their growth into what they paid. He would rather buy something that is steady and consistent and does what it says it is going to do, without surprising him with any dilution or major acquisitions.

Dennis da Silva RESOURCE OPTIMISTIC No View
COMMENT ARX-T Arc Resources Ltd Market Call Tonight (BNN TV) 2017-09-15 $17.600

(Market Call Minute.) Kind of a granddaddy of Montney. They’ve been in the play for a long time. He is kind of looking for a consistent 12% kager (?) and growth over the next 4 years. All the infrastructure is locked in. Has a beautiful yield.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
COMMENT BAR-T Balmoral Resources Market Call Tonight (BNN TV) 2017-09-15 $0.660

A very small gold explorer. Probably the best claim to fame is that its project is located near the Detour Gold (DGC-T) project near the west detour part of that project. A very prospective camp. Still early stage. He likes the management team.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
PAST TOP PICK BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2017-09-15 $6.030

(A Top Pick Aug 30/16. Down 33%.) Did a great job of acquiring an asset out of Encana last year. Because of infrastructure, they were able to go in and steal the asset. The CEO doesn’t get as much credit as he should.

Eric Nuttall ENERGY BULLISH on ENERGY Yes View
PAST TOP PICK BIR-T Birchcliff Energy Ltd. Market Call Tonight (BNN TV) 2017-09-15 $6.030

(A Top Pick Aug 2/16. Down 34%.) Good financial discipline, and he has a lot of respect for management. The balance sheet is in great order and they have a great growth program for the next 5 years. They have the access to infrastructure, a key thing in Western Canada, especially for gas. Probably two turns cheaper than its peer group. They are focused in the Montney, the most profitable gas play in Canada.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
COMMENT BNE-T Bonterra Energy Corp Market Call (BNN TV) 2017-09-15 $15.660

This has always been tricky, because it is fairly closely held, and trading liquidity is pretty crummy. It is typically Canadian dividend funds that buy it and hold it. They found themselves in a position where they had taken on too much debt, and made a mistake of not hedging it off. Have high quality assets. Due to its lack of liquidity, he has been trading at a pretty healthy premium to others.

Eric Nuttall ENERGY BULLISH on ENERGY No View
COMMENT BSX-T Belo Sun Mining Market Call Tonight (BNN TV) 2017-09-15 $0.590

An explorer/developer. It certainly hasn’t performed the same as Continental Gold. Has shown more volatility. Brazil obviously can be a difficult environment. He thinks they are appealing an injunction on their deposit. In South America, the social license is very difficult, and he thinks that is the overhang with the stock. He has avoided this.

Dennis da Silva RESOURCE OPTIMISTIC No View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-09-15 $3.280

He would avoid this. They will really shine in a higher commodity price, because they will be able to generate cash flow above and beyond their interest payment, to deploy into the ground and grow. Trading at a premium multiple, 6.6X versus the average of 6.2 of the intermediates in Canada.

Eric Nuttall ENERGY BULLISH on ENERGY No View
DON'T BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2017-09-15 $3.450

The list of investables in Canada is not a super long one. Their use of financial leverage taints the name for very, very long time. If you are bullish on gas, he could list off 5 names that you would want to buy ahead of this. Not a name he would own.

Eric Nuttall ENERGY BULLISH on ENERGY No View
COMMENT CCO-T Cameco Corporation Market Call Tonight (BNN TV) 2017-09-15 $12.330

A long-term kind of hold. Everybody is waiting for a uranium recovery in prices. The buying side has been on a bit of a strike. There seems to be no hurry in restoring long-term inventories among major users. No one is really making a lot of money at current prices. This company has the benefit of having a very good contract book, which protects them from short-term prices. Expects buyers will probably be back in the next 24 months to start to refill inventories, which will strengthen and bolster demand.

Dennis da Silva RESOURCE OPTIMISTIC Unknown View
SPECULATIVE BUY CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2017-09-15 $4.300

If looking to clip a dividend coupon, the estimate is that it is sustainable down to about $45 oil. The dividend yield is high, because the stock’s been slaughtered on an overhang. The overhang was because RBC determined there was enough demand to do a fairly significant bought deal at $5.50, for them to buy an asset off of Husky. RBC had overestimated the market’s demand for Canadian small caps. It is back to a level now where it is extraordinarily cheap. He struggles trying to figure out where the big guys want to come in and bid it up. They’ve had too many stumbling blocks in order for you to get super excited. Dividend yield of 9.74%.

Eric Nuttall ENERGY BULLISH on ENERGY No View
DON'T BUY CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-09-15 $8.990

There’s too much history amongst retail and institutional investors to want to embrace this name for the foreseeable future. Some people may have an issue with overall executive compensation relative to shareholder performance over the past 5 years.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
COMMENT CS-T Capstone Mining Corp. Market Call Tonight (BNN TV) 2017-09-15 $1.350

You would think that this would do a little better, but it is very volatile. That is really tied to the higher cost structure. Very leveraged to copper prices. A little less detached from very specific operational issues. They had 3 North American mines. Nice growth profile, but very sensitive to copper prices given the elevated cost structure. Not his way of doing things. Low cost structure wins in any environment.

Dennis da Silva RESOURCE OPTIMISTIC No View
DON'T BUY CVE-T Cenovus Energy Market Call (BNN TV) 2017-09-15 $11.020

The amount of debt is a concern, which is why they’re disposing of assets. Even with that leverage relative to its peers, free cash flow is lower. They don’t know who the next CEO is going to be. There is no reason to own this.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
COMMENT ELD-T Eldorado Gold Market Call Tonight (BNN TV) 2017-09-15 $2.820

Has some very good assets, but unfortunately in some difficult environments, Greece being front and centre. Probably trades at a 30%-40% discount to its peers. A very low cost producer and great margins. Material growth down the road over the next 5 years. Unfortunately, they are in a bit of a battle with the more recent Greek government, where permitting and the ability to get things done has been hampered. They are now going into arbitration. They’ve received an important license for the Olympias project, one of 2 major projects there. He has avoided this stock because he is not interested in extreme volatility.

Dennis da Silva RESOURCE OPTIMISTIC No View
COMMENT FMSA-N Fairmount Santrol Holdings Inc. Market Call (BNN TV) 2017-09-15 $3.450

The most financially leveraged fracing company. The whipping boy if you are bearish on oil, fuel activity and sand. This is the one you would Short. The Short interest is back up to about 32% of the float. As you are seeing money come back into the market, we should step back. The backdrop is, we’ve had a good week this week. He is waiting to see if Long money comes into the market. He is bullish for frac sand, but this is not his favourite, because of the financial leverage.

Eric Nuttall ENERGY BULLISH on ENERGY No View
PAST TOP PICK FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2017-09-15 $14.150

(A Top Pick Aug 2/16. Up 38%.) Thinks 90% of their revenues now are from royalties. They’ve done a good job of getting capital deployed on their land so that the cash flow can grow. Had a dividend increase, and could potentially have another before year-end. Dividend yield of over 4%.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
COMMENT G-T Goldcorp Inc Market Call Tonight (BNN TV) 2017-09-15 $16.140

(Market Call Minute.) This is in a “wait and see” mode, to see if they can get back their former glory of consistent execution.

Dennis da Silva RESOURCE OPTIMISTIC No View
PAST TOP PICK HOT.UN-T American Hotel Income Properties Market Call (BNN TV) 2017-09-15 $9.150

(A Top Pick Aug 30/16. Down 9%.) Hotels that railway employees used to use. They’ve been expanding in the past couple of years into branded hotels, which have been doing fairly well up until the last quarter, where they have been renovating a larger than normal number of rooms. This has a 9% yield.

Eric Nuttall ENERGY BULLISH on ENERGY Yes View
COMMENT HRT-T Harte Gold Corp Market Call Tonight (BNN TV) 2017-09-15 $0.640

This got a little bit of press because of the recent Alamos (AGI-T) acquisition of Richmont in the last week, which is in the same vicinity. A nice little deposit, and he sees good upside to more regional exploration. Sees a resurgence in the Canadian gold space.

Dennis da Silva RESOURCE OPTIMISTIC No View
COMMENT III-T Imperial Metals Corp Market Call Tonight (BNN TV) 2017-09-15 $3.410

(Market Call Minute.) A company that has gone through a lot, whether it is tailings, dams, busting. A name he has avoided because of that heightened risk, the NDP government in BC. A lot of risks associated with this.

Dennis da Silva RESOURCE OPTIMISTIC No View
COMMENT KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2017-09-15 $6.450

(Market Call Minute.) A great name. A Montney producer in BC and Alberta. Just came out with some updated drill results. Big words you will hear in the Canadian space is ERH, Extended Reach Horizontals and HIFI, Increased Staged Fracing. They’ve put out some good numbers.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
HOLD KL-T Kirkland Lake Gold Market Call Tonight (BNN TV) 2017-09-15 $15.660

Great management. One of the best performers and is up 128% year to date. Just under 600,000 ounces and is kind of a 2nd quartile cost producer. Very good margins. Did a very big merger last year with New Market, which basically makes it an intermediate producer. From its Australian assets, there is a lot of upside in the near term. After 2 years, the Macassa mine in Canada, probably through a 2nd shaft, can grow production by another 200,000 ounces. Great earnings.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
DON'T BUY MEG-T MEG Energy Corp Market Call (BNN TV) 2017-09-15 $5.230

If you believe in significantly higher oil prices, this stock will go up several fold. If not, they are kind of stuck in the mud. They have excess financial leverage and got caught off side by the selloff in oil. There is not a lot they can do to get themselves out of this, other than a material increase in the price of oil. There are better opportunities elsewhere.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
COMMENT NDM-T Northern Dynasty Minerals Ltd Market Call Tonight (BNN TV) 2017-09-15 $2.230

Has a massive project in Alaska which has been mired in controversy. It has had partners leave, big CapX spend, environmental sensitivities, etc. There was some rejuvenation when Trump was elected, because environment was a little bit less of an issue. He is at the point where he perceives mega projects are not desired anymore. Seniors have found a bit of religion in trying to focus on efficiencies, getting their house in order, and have been doing small acquisitions and trying to build future development projects on a more modular basis.

Dennis da Silva RESOURCE OPTIMISTIC Unknown View
COMMENT NSU-T Nevsun Resources Market Call Tonight (BNN TV) 2017-09-15 $2.620

Had recommended this in the past. Had really liked it. It was a dividend payer of around 4%-5%. Unfortunately, some metallurgical issues started to come into play and were having poor recoveries from both copper and zinc. The dividend had to be eliminated. It is now a kind of “show me” story.

Dennis da Silva RESOURCE OPTIMISTIC No View
PAST TOP PICK NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2017-09-15 $1.150

(A Top Pick Aug 30/16. Down 39%.) An example of a management team that does a big acquisition with very lofty goals of revenue and margin growth. Execution became a little more difficult than they thought and they disappointed the street, so the stock got hammered. They’ve had 3 quarters of not meeting expectations. At this point, it is a “show me” story.

Eric Nuttall ENERGY BULLISH on ENERGY Yes View
BUY on WEAKNESS OAS-N Oasis Petroleum Inc. Market Call (BNN TV) 2017-09-15 $8.320

Typically, a higher beta US name. In the US, if you want beta without going to crazy, you typically buy this one. Tends to be higher volatility than others. They’re spinning out some of their midstream assets to pay down some of the debt. Using more sand and getting very strong incremental economics on their wells. It should be a benefactor of some money coming out of some of the Permian. If the stock traded off, he would consider owning some.

Eric Nuttall ENERGY BULLISH on ENERGY No View
COMMENT PD-T Precision Drilling Market Call (BNN TV) 2017-09-15 $3.500

A merger between Precision Drilling (PD-T) and Trinidad (TDG-T)? Thinks you can make the thesis to own either one with a preference to pressure pumping, without necessarily making the bet that you are going to see M&A. The biggest argument is personalities.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
TOP PICK PE-N Parsley Energy Market Call (BNN TV) 2017-09-15 $25.640

This is his biggest E & P holding. 90% hedged next year, so it is really a production story and a delineation story. They are spending more money next year than this year on delineation. They’ve had really good success in the new zone where they have 600 locations. They’ll be growing more than 50% next year. Relatively healthy balance sheet and a good hedge position. Trading at a discount relative to other Permian producers. There is upside from them continuing to delineate the Wolf Camp C, because the economics are pretty outstanding on “finding costs” at about $5 a barrel. (Analysts’ price target is $38.)

Eric Nuttall ENERGY BULLISH on ENERGY Yes View
PAST TOP PICK PG-T Premier Gold Mines Market Call Tonight (BNN TV) 2017-09-15 $3.770

(A Top Pick Aug 2/16. Down 25%.) He still likes this. They had a small mine that lasted a year, but generated about $60 million in cash flow. They are now looking for an underground extension, and management is very confident that it will be built out. A good core holding among the junior gold producers.

Dennis da Silva RESOURCE OPTIMISTIC Yes View
DON'T BUY PGF-T Pengrowth Energy Market Call (BNN TV) 2017-09-15 $0.770

If there is an upswing in oil, this along with the Baytex’s (BTE-T) and the Pengrowth’s (PGF-T) in oil are going to really, really rock. This stock could easily double back to $1.50, maybe $2. However, failing that, it is kind of stuck in the water. They just took on excessive financial leverage, and has been selling off assets.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
TOP PICK POU-T Paramount Resources Market Call Tonight (BNN TV) 2017-09-15 $23.240

Has been a great performer. He would say this had 3 lives in the last year. 1.) A poor performance in 2016 when it got caught in low commodity prices forcing them to sell almost $3 billion in assets to pare down from 60,000 to 10,000 BOE’s a day. 2.) Being a liquids rich producer grew the 10,000 to 30,000. Executed according to plan and the stock has probably gone from $13 to almost $25 through that process. 3.) Just acquired Apache Canada and merged with Trilogy, and now back to 90,000 BOE’s a day. (Analysts’ price target of $25.)

Dennis da Silva RESOURCE OPTIMISTIC Yes View
TOP PICK PUMP-N ProPetro Holding Corporation Market Call (BNN TV) 2017-09-15 $11.890

A pure play pressure pumper in the Permian Basin. Very clean balance sheet. Trading at 3.5X next year’s EBITDA, which is about half of its historical multiples. They have long-standing relationships with the best Permian players in the business. Very cheap. (Analysts’ price target is $18.50.)

Eric Nuttall ENERGY BULLISH on ENERGY Yes View
COMMENT ROXG-T Roxgold Inc Market Call Tonight (BNN TV) 2017-09-15 $1.250

(Market Call Minute.) Another Semafo (SMF-T) junior, another high-grade Burkina Faso mine that’s been built, going through ramp up. If all goes according to plan, they’ll have fantastic margins. A low cost producer with the ability to probably double production in the next 2-3 years in the next phase of satellite expansion.

Dennis da Silva RESOURCE OPTIMISTIC Unknown View
DON'T BUY SGY-T Surge Energy Inc Market Call (BNN TV) 2017-09-15 $2.050

There are other names he would want to own ahead of this. If looking for yield, he would be comfortable buying Torc (TOG-T). If looking for production growth in Canada, he would favour Spartan (SPE-T).

Eric Nuttall ENERGY BULLISH on ENERGY No View
TOP PICK SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2017-09-15 $2.050

They’ve been showing good discipline and right sizing their portfolio. Reduced debt from $450 million in mid-2014 to about $200 million. Has a much better balance sheet. Probably has a 15% rate of growth in an environment where oil is $50-$55. Dividend yield of 4.5%. (Analysts’ price target of $3.)

Dennis da Silva RESOURCE OPTIMISTIC Yes View
TOP PICK SLCA-N U. S. Silica Holdings Market Call (BNN TV) 2017-09-15 $28.810

A fracing sand provider. Down 50% year to date on concerns of production coming out of Texas. While volumes are going to be increasing, when you cancel the type of sand coming from Texas, combined with demand growth overall, there will not be that massive glut everybody is concerned about. The stock is reflecting a doomsday scenario, which there is no basis of reality in. Trading extraordinary cheaply. Very, very strong balance sheet. Dividend yield of 0.9%. (Analysts’ price target is $40.)

Eric Nuttall ENERGY BULLISH on ENERGY Yes View
COMMENT SPE-T Spartan Energy Corp Market Call (BNN TV) 2017-09-15 $6.180

They did a share consolidation, and when they do that, the stock goes up. This has been pummelled in recent months because of 1) fund liquidation and 2) the exodus out of Canada. They should have pretty good growth this year with about a 20% growth and 14% per share growth next year. They have high economic wells, but he just doesn’t know if the market is there for Canadian companies. Prefers other names.

Eric Nuttall ENERGY BULLISH on ENERGY No View
COMMENT TCW-T Trican Well Service Ltd. Market Call (BNN TV) 2017-09-15 $3.900

Pricing is going up and demand is nearing a record high. They are at 100% utilization of all the equipment that they can man. They have demand for 3 more spreads, and can’t find people to actually work on it. This shows how tight this market is at a fairly crappy commodity price, where you have weak gas prices. Thinks this stock next year, can EBITDA $300 million. Trading at 4X EV to EBITDA on 2018, where it usually trades at 7 or 7.5 times, so still sees it as a $6-$7 stock. He likes this company very, very much.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
COMMENT TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2017-09-15 $1.700

A merger between Precision Drilling (PD-T) and Trinidad (TDG-T)? Thinks you can make the thesis to own either one with a preference to pressure pumping, without necessarily making the bet that you are going to see M&A. The biggest argument is personalities.

Eric Nuttall ENERGY BULLISH on ENERGY Unknown View
COMMENT THO-T Tahoe Resources Market Call Tonight (BNN TV) 2017-09-15 $6.700

Had a court injunction to shut down their big silver mine in Guatemala, which is about half their NAV, but recently won a decision to bring it back on. They are fighting locals who now have road blocks up, so timing is hard to tell how aggressive they want to get to move the protesters. He got out because he saw better value in other places. He would revisit this once there is more clarity.

Dennis da Silva RESOURCE OPTIMISTIC No View
COMMENT TRQ-T Turquoise Hill Resources Market Call Tonight (BNN TV) 2017-09-15 $3.760

A Mongolian project with single assets. For all intents and purposes, it is a public controlled vehicle of Rio Tinto (RIO-N), which owns 51%. A low grade large deposit with lots of growth going down the road as they develop the underground portion. It is currently open pit. Feels it is fairly valued. Sensitive to copper.

Dennis da Silva RESOURCE OPTIMISTIC No View
COMMENT TV-T Trevali Mining Corp Market Call Tonight (BNN TV) 2017-09-15 $1.370

A very unique way to play a fantastic zinc market. Zinc has gone from about $.80 in the last year to almost $1.40. It has been the premier performer in the base metals bulk materials space over the last 1.5 years. The largest pure zinc producer globally. Just did a big deal with Glencore, basically more than doubling its production, adding some West African assets. The cost structure is probably around $.85-$.90 a pound, versus price which is at almost $1.40. The balance sheet is in great shape. The only concern he would have is, are they spread too much?

Dennis da Silva RESOURCE OPTIMISTIC Yes View
DON'T BUY VET-T Vermilion Energy Inc Market Call (BNN TV) 2017-09-15 $44.900

One of those favoured few companies with unquestionably high asset quality. A management team that lets you sleep well at night. Payout ratio is fairly sustainable, and has the benefit of international diversification. Their multiple has held up much better than some of their peers, so not a name he would buy. Dividend yield of about 5.8%.

Eric Nuttall ENERGY BULLISH on ENERGY No View
COMMENT YRI-T Yamana Gold Inc. Market Call Tonight (BNN TV) 2017-09-15 $3.510

Trading cheaper than its peers. Has a good, low cost structure for its gold, but more leveraged than desired. Feels the street is looking for better consistency of generating free cash flow. Thinks the Brazilian assets that went into Brio was a bit of a difficult process to get off the books, and they still own shares of Brio and will slowly drift that out into the market. Feels there is an elevated level of execution risks. Have done a good job of trying to hive out some of the higher cost assets and try to refocus around 3 core assets. At this point, it’s a “wait and see” to restore confidence.

Dennis da Silva RESOURCE OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-14 $0.200

Market.  He is not so much into single drug companies that are into single home runs.  He likes diversified healthcare companies.  Companies have not traded at a discount to the markets since ’08.  Companies are chugging forward and improving.  We are seeing a pinnacle coming of the $billions in spending of R&D and we will see the benefit for the next couple of years.  3 to 5 years out we are past the patent cliffs of the past.  He follows some of the healthcare REIT large caps in the US and few of the smaller in Canada.

Paul Macdonald HEALTHCARE SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-14 $0.020

Economy. Economic indicators have been streaming fairly strong through the last 18 months or so, and he can see them strengthening here. He likes to watch the City Economic Surprise Index. It tends to move in waves which are probably 6 to 9 months long. We are about 3 months into the up wave, so we have about another 6 months to go to see what happens on the down wave. Has moved to a defence positioning back in March, based on a lot of the market technical indicators. Lately, he started seeing some of the shorter and leading indicators starting to improve. This is probably around sector rotation as well as relative valuation between Canada and the US. He was about 40% cash 6 weeks ago, and is now about 25% cash.

Bruce Campbell (2) CANADIAN OPTIMISTIC _N/A View
BUY ABBV-N AbbVie Inc. Market Call (BNN TV) 2017-09-14 $89.220

You absolutely have to hold on to it if you have a 2 year outlook.  Humera is the largest selling drug in the world.  They are forever in patent disputes.  They have taken this cash cow and used the proceeds to reinvest in their pipeline.  They have a great balance sheet and a great yield.  We are seeing great results from their trials.  It should have double digit growth and should be at 15 times.  It should consolidate higher than where it is.

$100 Paul Macdonald HEALTHCARE SELECTIVE Unknown View
HOLD AC-T Air Canada Market Call (BNN TV) 2017-09-14 $23.810

Has done phenomenally well over the last 1.5 years. We are starting to see real efficiencies in the business. This airline has an investor day coming up next week, and most analysts are expecting they are going to have some type of announcement about some innovative business they are going to do. The stock is reasonably valued, and technically it is very strong. He is continuing to hold this.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
COMMENT AD-T Alaris Royalty Market Call (BNN TV) 2017-09-14 $20.880

This has been really timely and topical of late, because of a short report that came out, where they were called into question on what they were doing, which was followed by them announcing their biggest royalty deal yet. Over the last 18 months, it had a number of their royalty payments that haven’t been too successful. It has been a little slower than what the street would have liked.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
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