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
  
DON'T BUY EFL-T Electrovaya Inc. Market Call (BNN TV) 2017-02-22 $2.430

Last summer the company was talking about sales execution of $350 million from 2016 to 2018. He questioned that. They were about a third of the way through their fiscal year and were predicting executed sales of $180 million. First-quarter results came in with only $1.1 million. In November, the OSC put the company under a disclosure review, and so they had to put out a press release rewording the press releases. Also, had to amend their annual information form. Expects there may be a further delay in the roll-out of their mass production. He calculates they are sitting on 4 years’ worth of inventory from their German plant that they acquired. Thinks they are going to have to do an equity issue and there is going to be dissolution of some existing shareholders. There are better places to put your money.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS Unknown View
COMMENT FLT-CN Drone Delivery Canada Corp Market Call (BNN TV) 2017-02-22 $0.000

This has a deal with Staples and NAPA auto parts, as well as talking to a Canadian courier company. The main problem is that Canada and the US have not really defined what the rules are going to be for drones. In Canada, you can only fly a drone within your line of sight, but that will change. Feels this company probably has the “first mover delivery” advantage to getting a license.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS No View
COMMENT GILD-Q Gilead Sciences Inc. Market Call Tonight (BNN TV) 2017-02-22 $68.830

This is the company that found the cure for hepatitis C. It has been a very challenging stock to own, and very much a value trap for the past couple of years. They are seeing price pressures and competition from many competitors over the next year on hepatitis C. They have cut their guidance sufficiently that they can meet it. A great balance sheet and are buying back tons of stock. An OK dividend. Thinks they have some hidden assets in their Nash portfolio and expects to see some results towards the end of the year. He uses covered call strategies to help generate some extra income.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
COMMENT GMP-T GMP Capital Trust Inc Market Call (BNN TV) 2017-02-22 $4.190

He still likes this. Prefers the preferred B shares as opposed to the common, but likes them both. Given what has happened in the rebound in oil/gas, this is probably one of the most leveraged plays on the street having recently bought FirstEnergy. On top of that, the Wealth Management Group put themselves up for sale in the fall, but some of the costs they had when they took over the McQuarrie group are now coming off the books, so he thinks profitability of the Wealth Management Group is going to go up.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS Yes View
COMMENT GSK-N GlaxoSmithKline PLC Market Call Tonight (BNN TV) 2017-02-22 $41.030

He likes this and their diversified business line. They’ve got vaccines, pharmaceuticals and their consumer health. Their pipeline tends to be a little bit earlier. Advair does end up as a generic this year, and have fully indicated that in their guidance. The upside could be if we don’t see that generic hit the market this year. There have been some delays in other generic hitting the market. That would be pure upside. Good yield.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
TOP PICK HCG-T Home Capital Group Market Call (BNN TV) 2017-02-22 $26.260

*Short* A very crowded short, and he generally doesn’t like to participate in crowded trades, but makes an exception in this case. There are a lot of Shorts on this, because the US hedge funds use it as a proxy for the Canadian housing market. His view is actually quite neutral on the Canadian housing market. There is a lot of runoff in their portfolio, so just to stand still they have to get at least 14% growth in terms of their number of mortgages. This is because banks have gotten smarter at catering to new immigrants to Canada. Dividend yield of 3.91%. (Analysts’ price target is $29.73.)

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS Yes View
COMMENT HHL-T Healthcare Leaders Income Fund Market Call Tonight (BNN TV) 2017-02-22 $8.290

This is his company’s fund. It hedges its currency and has 20 large cap global healthcare companies. One of the greatest risks in the market right now is individual stock risk.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
COMMENT JNJ-N Johnson & Johnson Market Call Tonight (BNN TV) 2017-02-22 $119.520

Their consumer line is very small on a relative basis, sub 10%. The company is fully diversified. A $325 billion market cap. You are paying a little bit lower than a broader market multiple. They have the ability to really commercialize a drug. Their recent acquisition of Actelion sounds like it is earnings accretive slightly this year and above market growth next year, with greater exposure into the lung market.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
COMMENT MCK-N McKesson Corp Market Call Tonight (BNN TV) 2017-02-22 $149.050

One of the top 3 distributors of drugs in the US. A very high volume, low margin business. They indicated they were transitioning into the retail side by acquiring 2200 retail pharmacies in Europe as well as IDA in Canada. They are exposed to the generic drug pricing, so he opted to stand on the sidelines.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE No View
COMMENT MDT-N Medtronic Inc Market Call Tonight (BNN TV) 2017-02-22 $79.620

This has everything you can think of that is tools related, from your head all the way down to your toes; cardiovascular, stent. The dominant player in medical technologies. Trading at 17X next year’s earnings. Had a hiccup last quarter, but all they had to do was show that things were back on track. He likes this.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
PAST TOP PICK MRK-N Merck & Company Market Call Tonight (BNN TV) 2017-02-22 $65.290

(A Top Pick June 22/16. Up 16.19%.) The one thing he liked about this was the diversified pipeline, but really it was their immuno oncology drug that has been the front runner.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
TOP PICK MRK-N Merck & Company Market Call Tonight (BNN TV) 2017-02-22 $65.290

This company has the Mojo right now. Their drugs are definitely working. They have the first-line treatment in very specific lung cancer. Has a huge pipeline of trials going on with Keytruda. He continues to think immuno oncology is fast growing and that there is going to be further positive results coming out over the next couple of years. Dividend yield of 2.88%. (Analysts’ price target is $69.11.)

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
PAST TOP PICK MYL-Q Mylan Inc Market Call (BNN TV) 2017-02-22 $42.000

(A Top Pick Feb 8/16. Down 16.58%.) Long. (A Pairs trade with a Short on Valeant Pharma (VRX-T). Unfortunately both stocks came down.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS Yes View
COMMENT NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2017-02-22 $1.070

He used to be a “Long” shareholder and lost money. Eventually got fed up with management and got out of the stock.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS No View
COMMENT PFE-N Pfizer Inc Market Call Tonight (BNN TV) 2017-02-22 $33.590

Likes the valuation. Trading at around 13X next year’s earnings. This has a history from 2010 to 2015, subject to a big patent cliff, where they had significant declines in revenues. They’ve filled out their pipeline. Has 140 drugs that are over $100 million in revenues. 8 are blockbusters with over $1 billion in revenues. Likes the valuation and the yield.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
COMMENT RME-T Rocky Mountain Dealerships Market Call (BNN TV) 2017-02-22 $10.620

Had a Pairs trade with Service, and was Short it in the fall, largely because the company’s Q2 numbers were off the charts compared to the industry. It worked out well for him. As a Long position he thinks it is a good company, but if he had a choice, he would probably take Cervus (CERV-T).

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS Unknown View
COMMENT RUS-T Russel Metals Market Call (BNN TV) 2017-02-22 $28.750

He looked at the name 4-5 months ago, and really liked it. Waited for an entry point but missed the boat. A great name. The dividend is sustainable. The nature of their business tends to be anti-cyclical, from a cash flow point of view.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS Unknown View
PAST TOP PICK SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2017-02-22 $36.680

(A Top Pick Feb 8/16. Down 30.57%.)*Short*. He is very proud of this company. There are very few Canadian companies that can say they are a world leader in what they do. Had this as a Short because they tend to be a late stage player in oil/gas. Feels the market got a little bit ahead of itself in pricing this in, but rather than fight the tape, he exited the position.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS No View
BUY SYK-N Stryker Corp. Market Call Tonight (BNN TV) 2017-02-22 $127.290

This is a long-term Hold. He recently added to his holdings. This is your hip, knees, ankles, feet, prosthetics. You are paying a little bit more for their growth. This is going to be the wave of the future. Feels they are capturing market share.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
DON'T BUY TEVA-N Teva Pharmaceutical Market Call Tonight (BNN TV) 2017-02-22 $35.970

Wouldn’t be a buyer of this today. He expects generic drug prices today would be on a downward trend. He still sees 5%-8% growth in branded drugs. The current trend for generic drugs is -9%. He is going to stand on the sidelines until he sees where generic prices level out.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Unknown View
TOP PICK TOY-T Spin Master Corp Market Call (BNN TV) 2017-02-22 $33.700

Going to be reporting in March. There are so few listed toy companies globally. It is not inconceivable that this company gets taken out by one of the bigger players. (Analysts’ price target is $37.86.)

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS Yes View
PAST TOP PICK UNH-N UnitedHealth Group Inc Market Call Tonight (BNN TV) 2017-02-22 $160.570

(A Top Pick June 22/16. Up 17.44%.) They are the dominant medical insurer. The transition from straight Medicare to Medicare Advantage will be a positive tailwind for them. There are some tax benefits coming down the pipeline that will be positive for them. The only US medical insurer that is integrated with its pharmacy benefit manager, which is proving to be positive.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-21 $0.020

Market. Using Schiller’s cyclically adjusted PE, US stocks are not cheap. At 28X, it is 70% higher than the long-term average. However, valuations in most cases is not a good measure for market timing. More important is what is happening to interest rates. A lot of people indicate we still have another year or 2 for the market to run before there needs to be concern about an economic slowdown. Goldman Sachs thinks interest rates would need to go to nearly 4% before the economy would be markedly slowed down.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-21 $0.020

Energy. Charts are pointing to a $75 oil in the next year. If oil breaks out, you are going to see a lot of people in Alberta having a spring back in their step.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-21 $0.020

Market. There is more bullishness. Canadians, with our much more centric political viewpoint, have taken the Trump election much more cautiously than the US, which are putting the pedal to the metal, as they are realizing it is really, really good for business. Canadians are slowly starting to clue in that it is really good for the US economy, and consequently good for Canadian and global economies. We will get indigestion in certain areas as we move on through 2017, but in other areas we will get some very positive results.

Alex Ruus NORTH AMERICAN OPTIMISTIC _N/A View
SELL AAPL-Q Apple Market Call Tonight (BNN TV) 2017-02-21 $136.700

(Market Call Minute.) A great company, but it is coming up to an unsustainable earnings level and their margins are going to be under pressure in the future.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT AD-T Alaris Royalty Market Call (BNN TV) 2017-02-21 $23.200

6.9% dividend yield, and the payout is 75%, so the dividend is covered, but stretched. Earnings estimates are up 1% in the last 90 days. Earnings are expected to have a very modest growth of 3% for 2017 versus 2016. Free cash flow is a modest at 2.3%. This borders in the top 3rd of his database. If looking for an income vehicle, he would look elsewhere.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL Unknown View
PAST TOP PICK AD-T Alaris Royalty Market Call Tonight (BNN TV) 2017-02-21 $23.200

(A Top Pick Feb 2/16. Up 3.97%.) This has been a phenomenal long-term performer. The market has become very quantitative and momentum driven. The stock is now stabilizing and it is a great buying opportunity.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
PAST TOP PICK AEM-T Agnico-Eagle Mines Market Call (BNN TV) 2017-02-21 $61.410

(A Top Pick Feb 8/16. Up 29.61%.) The forecast at the time was that the long-term price of gold had bottomed and was headed up. Still thinks there is a good opportunity for gold because of rising inflation over the next couple of years.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
DON'T BUY ALA-T Altagas Ltd Market Call (BNN TV) 2017-02-21 $31.650

Sold his holdings about 2 months ago. Payout ratio is 56%, reasonable within the utility part of their business. Earnings grew 75% as of October 20, and are forecast to decline by 19% when they report in February. Overall earnings for the year is forecast at $.99, and a slight decline to $.97 in 2017. Free cash flow growth is negative. He would prefer other stocks. Dividend yield of 6.7%.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
PAST TOP PICK ANTM-N Anthem Inc Market Call Tonight (BNN TV) 2017-02-21 $164.220

(A Top Pick Feb 2/16. Up 31.82%.) The #2 healthcare insurer in the US. Healthcare has been out of favour in the last year, but even with that this has made decent money. A testament to what a great quality business is. A fantastic cash generating business. Undervalued, trading at 12X 2018 earnings. Dividend increases every year, and they buy back stock.

Alex Ruus NORTH AMERICAN OPTIMISTIC Yes View
COMMENT AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-02-21 $11.830

Payout ratio is 50%. A “sleep at night” stock meaning it has a low beta, volatility is half of the market over the last 5 years. Year-over-year sales was up 9% in November and earnings were down 31% and down 21% in the coming quarter, but are expected to grow from $.42 to $.65, a 54% lift, against an 18 PE giving you a .33 PE to growth. A PE to growth that is less than 1%X is typically viewed as attractive. Ranks in the top 25% of his database. Enterprise value to EBITDA is 13X, which is pretty reasonable. Thinks there is a pretty secure future. Dividend yield of 5.2%. (See Top Picks.)

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
BUY BIR-T Birchcliff Energy Ltd. Market Call Tonight (BNN TV) 2017-02-21 $7.580

(Market Call Minute.) A solid, solid gas producer on the West Coast.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
PAST TOP PICK BLX-T Boralex Inc. Market Call (BNN TV) 2017-02-21 $20.210

(A Top Pick Feb 8/16. Up 38.9%.) Wind and renewable energy. Continues to rank well in his overall dividend model. Yield of 3% and payout ratio of 23%. The purpose of owning this is to benefit from the rising earnings, up 36% in November, and expected to be up 75% when they report in March. Year-over-year earnings growth is expected to go from $.21 in 2016, to $.48 in 2017, giving a 42X PE multiple. Free cash flow is minus 7%. Enterprise value to EBITDA is at 13X. Still feels there are great opportunities for growth.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
HOLD BMY-N Bristol Myers Squibb Market Call Tonight (BNN TV) 2017-02-21 $54.780

A big legacy pharmaceutical company that has undergone a bit of a Renaissance in the last 5 years. One of the 2 big pharmas (along with Merck (MRK-N)) that have become leaders in cancer immunotherapy area, a fast growing area. In mid-2016 the stock really dropped because of a negative trial result. He likes this longer-term, but you have to be cautious because they are going through some turbulence. The stock still isn’t cheap. If it got down to around the 52-week low, that would be an area to start looking.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
BUY BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-02-21 $30.810

Year-over-year sales is up 14% and earnings are expected to grow by 17% when the report in May. Year-over-year earnings are expected to grow 47% for 2017. This gives a PE of 24X and a PE to growth of .5. ROE is still pretty modest and is expected to be 3.3%, however free cash flow on a 4th quarter trailing basis is attractive at 7%. This looks like a pretty good opportunity to make some money. Dividend yield of 5.1%.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
BUY BUD-N Anheuser Busch Companies Inc. Market Call Tonight (BNN TV) 2017-02-21 $68.580

(Market Call Minute.) This would be a Buy on weakness, and we are now at that weak point.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
COMMENT CBL-T Callidus Capital Corp Market Call (BNN TV) 2017-02-21 $18.380

Payout ratio on 4th quarter trailing cash flow is 28%. The challenge is near term earnings which are forecast to grow significantly from $1.19 to $1.82, a 53% earnings growth forecast for 2017 gives a PE of 10X and a PE/Growth of .2 which is particularly attractive. ROE of 19% is forecasted for this year with 11% free cash flow yield. Dividend yield of 6.5%.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
COMMENT CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2017-02-21 $8.850

Year-over-year cash flow was down 42% in November. However, earnings estimates have gone up by 20% in the last 90 days. Expected to lose $.13 in earnings this year, and $.02 next year. Forecasted as having $1.76 of cash flow for 2018 and $1.21 in 2017. If there is a rise in oil prices, this looks like a reasonable expectation.

Robert McWhirter CANADIAN DIVIDEND & GROWTH BULLISH on OIL No View
BUY CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-02-21 $16.310

One of Canada’s preeminent oil companies. The largest landholder on the Canadian Bakken play in Saskatchewan, and have built a very big company on the back of that. One of the more profitable oil plays. We are now in a bottoming and slowly rising process now with oil prices. This is probably one of the better plays in the Canadian energy patch. A lot of institutions have a sour taste because of past transactions. A good investment.

Alex Ruus NORTH AMERICAN OPTIMISTIC Unknown View
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
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