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 AGN-N Allergan PLC. Market Call (BNN TV) 2017-09-14 $223.700

They are known for Botox.  Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business.  They sold their urology business and reinvested their cash into R&D.  It is very inexpensive.  (Analysts’ target: $271.50).

Paul Macdonald HEALTHCARE SELECTIVE Yes View
HOLD AMGN-Q Amgen Inc. Market Call (BNN TV) 2017-09-14 $189.440

They create drugs similar to other bio-similar drugs.  The competitive threats in biologics are a little bit similar.  They got approval this morning for a biologic drug.  He would like to see them consolidate here.

Paul Macdonald HEALTHCARE SELECTIVE Unknown View
PAST TOP PICK ANTM-N Anthem Inc Market Call (BNN TV) 2017-09-14 $186.750

(Top Pick Feb 22/17, Up 17%)  They are a pure play on health insurance in the US.  They are a leader in 14 states on blue cross and blue shield.  Technicians should grin at this chart.

Paul Macdonald HEALTHCARE SELECTIVE Yes View
COMMENT APH-T Aphria Inc Market Call (BNN TV) 2017-09-14 $6.290

If you went back to when the original companies first came out, this is the one that probably had the strongest management team. If you believe highly in the sector and are a buy and hold investor, you buy this and hold it, and it will be worth a lot more down the road than it is today. He has been out of this, but is back in it again.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
TOP PICK AVO-T Avigilon Corp Market Call (BNN TV) 2017-09-14 $17.890

Makes high definition security cameras. They originally started mostly on the hardware side, but now are really starting to move into the software side. The artificial intelligence they have and the bundle between hardware and software is becoming more user-friendly, saving their users a lot of time and labour as well. (Analysts’ price target is $20.)

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
BUY AZN-N Astrazeneca P L C Market Call (BNN TV) 2017-09-14 $32.620

It is rare he has puts on in his fund, but he does on this one.  They have declining revenues, but a huge amount of data coming out about the next 12 to 18 months.  We have seen the tip of the iceberg.  He still likes it.  It is not terribly expensive and has a high dividend.  Own it with others for diversification.  M&A would not surprise him in big pharma soon.

Paul Macdonald HEALTHCARE SELECTIVE Yes View
HOLD BDX-N Becton Dickinson Market Call (BNN TV) 2017-09-14 $197.600

He reduced some of his med-tech in January.  Almost every type of object that is used in the medical world is in their catalogue.  He wants to see how their acquisitions work out.  It is on his radar, but you are probably okay to hold it right now.

Paul Macdonald HEALTHCARE SELECTIVE No View
COMMENT BEW-X Bewhere Holdings Inc Market Call (BNN TV) 2017-09-14 $0.345

Has interesting technology that started with Bluetooth and is with a Sim card and cell phone connection so that you can monitor different things. The company is gaining a lot of traction, both from Bluetooth and from the Internet of things mobile side. This is one to keep on your radar and watch, because they are onto something interesting and it is a big, big business.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
DON'T BUY BIIB-Q Biogen IDEC Inc. Market Call (BNN TV) 2017-09-14 $323.660

It has a large franchise in MS which comprises 75% of their business.  He is seeing potential threat to this franchise from two companies.  Their Alzheimer’ drug comes to trial in 2019 and has high risk.

Paul Macdonald HEALTHCARE SELECTIVE Unknown View
COMMENT BMO-T Bank of Montreal Market Call (BNN TV) 2017-09-14 $91.890

If you are a long-term investor, you can’t go really too far wrong with Canadian banks. They tend to be these really solid, steady growers. The multiples contract and expand. Banks have some of the best dividend growth history out there. If you are buying for a long-term dividend growth, it is one you just buy and tuck away.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
WATCH BMY-N Bristol Myers Squibb Market Call (BNN TV) 2017-09-14 $62.690

They will be quite volatile.  He likes it.  There is a trial coming out in January of next year.  It trades at 19 times forward earnings and a little ahead of peers.  He would own it in combination with others to balance out the risk. 

Paul Macdonald HEALTHCARE SELECTIVE Unknown View
DON'T BUY BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-09-14 $3.430

Has been in the hurricane in Eagle Ford, have a huge debt, and with the recent increase in oil, there has been about a 10% pop in the share price. Buy, Sell, Hold or Short? At this point in time, he would not go into this. They have a fairly big debt position. They don’t manage their Eagle Ford operations, but own them with Marathon which is doing all of the operations. Any time oil ramps up, their leverage is going to help them out, but it also goes the other way as well.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
TOP PICK BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-09-14 $2.570

The stock ran up and made a nice move in anticipation of everything happening, and now it is sort of execution for the management team. The stock pulled back giving it a really attractive entry point. They are now aggressively moving into the US with their US partner taking bus orders and starting to sell. There is also lots of room for growth in Canada. The US has 2 markets, municipalities and the private market for rental car, transportation at the airport, etc. Management guides towards 200 buses out the door this year and 300 for next year. (Analysts’ price target is $3.83.)

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
COMMENT CAE-T CAE Inc Market Call (BNN TV) 2017-09-14 $19.810

Over the last 4 weeks or so, the stock has dropped in his rankings, which is based on valuation, as well as some numbers he puts in. He doesn’t have any specific reason as to why it has dropped off.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
COMMENT CBW-X Cannabis Wheaton Income Market Call (BNN TV) 2017-09-14 $0.900

They’ve put together an amazing team, and seems to have covered all the bases. What the Street and investors don’t like is all the murkiness behind who got the really, really cheap shares, and as to how much the stock price has gone up. Expects it will remain penalized for a while.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
PAST TOP PICK CELG-Q Celgene Corp Market Call (BNN TV) 2017-09-14 $140.610

(Top Pick Feb 22/17, Up 19%).  They have a blood cancer drug.  They are testing it on all kinds of other indications.  They have the ability to double the revenues based on their existing products.  It is the more growthy component of his portfolio.

Paul Macdonald HEALTHCARE SELECTIVE Yes View
COMMENT CHR-T Chorus Aviation Inc Market Call (BNN TV) 2017-09-14 $8.540

His style is to be active and trade in and out of this kind of stock. If you are a longer-term investor, you will probably be fairly happy with this company over a longer period. They have a fairly established base, because they have these billable block hours from Air Canada (AC-T), and now are starting to grow in other areas. Has a good dividend yield of 5.7%.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
COMMENT ET-T Evertz Technologies Ltd. Market Call (BNN TV) 2017-09-14 $18.850

The stock has done really well. They continue to have a big backlog. Trading at a fairly high multiple, but considering their growth rate, it hasn’t been too bad. He has this on his radar screen.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
HOLD GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2017-09-14 $82.290

They recently made an acquisition.  If Kyte was so great why did they sell out?  GILD has the ability to take them to market.  The knock on the stock has been this cash cow and not reinvesting in their pipeline. They are not into oncology.  Novartis got approval on a similar drug recently and that drove the stock higher.  You are okay to hold this here.  Let’s get through this November date.

Paul Macdonald HEALTHCARE SELECTIVE Yes View
HOLD GSK-N GlaxoSmithKline PLC Market Call (BNN TV) 2017-09-14 $40.350

He has this in his high yield portfolio.  GSK-N has their well established pharma and then their Nicolette and other consumer lines.  They are getting rid of non-core assets.  There is not a lot of growth, but a modest dividend. 

Paul Macdonald HEALTHCARE SELECTIVE Yes View
PAST TOP PICK GSY-T goeasy Market Call (BNN TV) 2017-09-14 $29.470

(A Top Pick Sept 21/16. Up 27%.) Continues to be a nice business. They keep executing really well. Do loans to people who don’t have the best credit, so loan rates are really high. They’ve recently gone into Québec. Trading at a great valuation.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT HTL-X Hamilton Thorne Ltd Market Call (BNN TV) 2017-09-14 $0.740

This is in intro fertilization, and they supply a lot of the supplies. Have been growing both organically and by acquisition. Thinks it will continue to make acquisitions.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
BUY JNJ-N Johnson & Johnson Market Call (BNN TV) 2017-09-14 $134.180

He is going to continue to hold this because the long term potential is fantastic.  Remicade came off patent this year and had a slippage this year more than the street expected.  You have your JNJ baby labels, shampoo and big pharma and then all of your medical devices.  They are quite diversified.  You need to see some backfill on the bottom line really justify the next leg up. 

Paul Macdonald HEALTHCARE SELECTIVE Yes View
COMMENT LNR-T Linamar Corp Market Call (BNN TV) 2017-09-14 $71.850

He owns this, but is watching it very carefully to make sure the fundamentals and technicals continue to be strong. With the US 17 million annualized seasonally adjusted sales in autos, he thinks we could be getting close to a peak. The company has been very good at growing its business in good times and bad. This is one you want to watch closely.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
DON'T BUY MCK-N McKesson Corp Market Call (BNN TV) 2017-09-14 $151.680

He sold last year.  They are one of the bigger drug distributors.  They own Rexall.  They diversified their business.  They are mostly a wholesale drug distributor, taking the drug from the manufacturer to the hospital or retail pharmacy.  He is bothered by generic pricing.  Drug spending is about 10% of healthcare expenditures.  The next leg of political rhetoric is the pharmacy benefit managers and distributors.  This is his favourite, but he is on the sidelines.

Paul Macdonald HEALTHCARE SELECTIVE No View
TOP PICK MRK-N Merck & Company Market Call (BNN TV) 2017-09-14 $66.120

He likes their leadership in drug therapies.  They have their HEP-C and diabetes franchises.  It is an easy hold for him.  They are well diversified.  They are number 3 in animal health products.  It has a PE of 15.5 times next year’s earnings.  (Analysts’ target: $70.00).

Paul Macdonald HEALTHCARE SELECTIVE Yes View
PAST TOP PICK MRK-N Merck & Company Market Call (BNN TV) 2017-09-14 $66.120

(Top Pick Feb 22/17, Up 3%)  It has traded in line with others.  It is a wonderfully run company with a deep pipeline into diabetes and arthritis.  They are in the forefront of immunotherapies for arthritis.  They are the leaders.  15.5 times forward earnings.  It should trade in a double digit PE.  He likes it for leadership and diversification. 

Paul Macdonald HEALTHCARE SELECTIVE Yes View
HOLD NVS-N Novartis AG Market Call (BNN TV) 2017-09-14 $85.830

They are joint ventured with Merck.  Their oncology business is growing.  Their dividend is stable.  They are big pharma and you won’t see as much growth out of it.  He is in it for the dividend.

Paul Macdonald HEALTHCARE SELECTIVE Yes View
COMMENT NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2017-09-14 $1.120

This has been growing fairly well, but certainly hasn’t worked out quite as well as management hoped. The market has been disappointed by the progress. The most recent quarter was disappointing for the street. He continues to hold this. Any time it dips down to the $1 range, he buys stock back because longer-term it is going to continue being a growth business and bringing on more customers. As they rationalize all these transactions, and strip all the fat out, it will start to fire on all cylinders. You may have to be patient for a while.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
BUY PFE-N Pfizer Inc Market Call (BNN TV) 2017-09-14 $35.730

They have a ability to be a global commercialization machine.  They have 125 drugs that generate in excess of $100 million in revenue.  It is on the uptick after passing the patent cliff.  It does have a whole lot of pipeline excitement over the next couple of quarters, but it has a 12.9 times forward earnings with a 3.9% dividend yield. 

Paul Macdonald HEALTHCARE SELECTIVE Yes View
COMMENT PHM-X Patient Home Monitoring Market Call (BNN TV) 2017-09-14 $0.310

Right now, they are waiting for some regulatory information to come back, both from a tax perspective as well as a market perspective, when dealing with the regulators. Once that comes out, then it will go to a shareholder vote to split the company up. Thinks they have turned the corner and have started to execute very well. Have had 3 quarters of growing earnings and generating cash flow and higher revenue. Stock is super cheap.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
COMMENT PHO-X Photon Control Market Call (BNN TV) 2017-09-14 $1.390

An interesting and very profitable company. They went through quite an issue with management. Previous management had made a loan to a business of their own, which had a lot of murkiness to it. New management cleaned it up, and now it is just a function of executing. They have a really strong balance sheet. The stock has been building a base, and as the next quarter or 2 comes out, he expects you will start to see improvements. It is just starting to show up in some of the leading technical indicators that he watches.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
COMMENT PKI-T Parkland Fuel Corp Market Call (BNN TV) 2017-09-14 $26.750

This has been growing over the last few years. He has it on his radar screen.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
COMMENT RCI.B-T Rogers Communcations (B) Market Call (BNN TV) 2017-09-14 $62.900

They are going to need new devices for their network. Everybody seems to have a cell phone and are carrying it around. They are going to need new Sim cards on the network to charge with. That is going to be the next phase of growth. It is probably 6-9 months away before you will see this ramp up.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
COMMENT RTI-X Radient Technologies Inc. Market Call (BNN TV) 2017-09-14 $0.495

The extraction business is interesting because there are a lot of different forms they are using. This company has an interesting technology where they use microwave instead of flammable gas or CO2. It sounds very promising. Hasn’t looked into the details that closely. Aurora (ACB-T) has made a big investment into the company.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
COMMENT SVI-X StorageVault Canada Market Call (BNN TV) 2017-09-14 $2.230

From when management changed, about a year or 2 ago, the stock has been going straight up. They recently did an equity offering which put a cap on the stock, and the stock price has consolidated. Technically, it looks like it has built a fairly good base. Longer-term, he thinks the stock goes a lot higher. The business is a fantastic growth business. Thinks they will continue growing organically. A very fragmented business and there is no other big public competition in Canada.

Bruce Campbell (2) CANADIAN OPTIMISTIC Unknown View
BUY SYK-N Stryker Corp. Market Call (BNN TV) 2017-09-14 $144.490

Hips, Knees and Ankles.  They are capturing market share.  He is seeing great take up here.

$160 Paul Macdonald HEALTHCARE SELECTIVE Yes View
WAIT TEVA-N Teva Pharmaceutical Market Call (BNN TV) 2017-09-14 $18.360

He got in in January.  It was hard to make that decision.  He sold because the outlook on generic drug prices became weak (down 8-10%).  A new CEO came in recently.  He does not like their business and does not know if it will decline further.  Wait and see if there is recovery.

Paul Macdonald HEALTHCARE SELECTIVE No View
PAST TOP PICK TOY-T Spin Master Corp Market Call (BNN TV) 2017-09-14 $44.150

(A Top Pick Sept 21/16. Up 31%.) In the long-term, they have done a great job of coming out with innovative toys that the market likes. They’ve also made some interesting acquisitions and continue to diversify their product line.

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
TOP PICK UNH-N UnitedHealth Group Inc Market Call (BNN TV) 2017-09-14 $197.730

The dominant player in health insurance in the US.  They have a pharmacy benefit manager.  They are squeezing down costs and gaining business.  (Analysts’ target: $214.00).

Paul Macdonald HEALTHCARE SELECTIVE Yes View
TOP PICK WPRT-T Westport Fuel Systems Inc Market Call (BNN TV) 2017-09-14 $3.510

This continues to be a huge growth area in the liquid natural gas and liquid propane markets for bigger users. The company has said they are going to be profitable starting in 2018. (Analysts’ price target is $3.00.)

Bruce Campbell (2) CANADIAN OPTIMISTIC Yes View
PAST TOP PICK ZZZ-T Sleep Country Canada Holdings Market Call (BNN TV) 2017-09-14 $32.500

(A Top Pick Sept 21/16. 0% return.) This has gone up and has come back down. Growth continues to be really strong. Same-store sales growth was 7%  and the multiple probably got a little ahead of itself. Also, there is more talk about the online “Bed in a Box”.

Bruce Campbell (2) CANADIAN OPTIMISTIC No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-13 $0.020

Market. There are some risks in the market right now, but they have been building for some time. We’ve had a long run of good markets without any significant pullback. No one ever knows where or when or why it is going to happen. You watch valuations and things begin to look a little more expensive, and it is harder to find things you are comfortable buying. Over the last 6-8 months, he has been a net seller as opposed to a buyer. Cash positions are building a little. It is probably prudent at this time in the cycle to have some cash on the sidelines in case you do see some sort of significant pullback, whether it is set off by a geopolitical event, an economic event.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-09-13 $0.020

An ETF of Canadian large caps with a proven track record and growing dividends for an RESP? With a managed ETF, you are going to get a little more diversification. You could also do this by selecting a couple of sector ETF’s, and putting them together as sort of a complement. He would tend to do this with 2 or 3 different ETF’s, such as some that are exposed to Canadian financials, and then buying one that is partially exposed to some energy, and partially to some industrial.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-13 $0.020

Market. The Canadian economy roared ahead of 4.5% growth in the 2nd quarter, the TSX is not participating in the global rally. By the end of the year, Canada should probably flip, and outperform a little against the US and its global peers. Global demand has reached an all-time high for energy demand for oil. We are getting close to 100 million barrels a day which is somewhat positive. The numbers for most banks were stellar despite the low interest rate environment. There is a big sale going on in the utility spaces and energy-like yield spaces, and that has to be revalued. A lot of those types of businesses, which are actually incredibly stable, are sitting at 6%-7% yields, but you have 10-year bond yields at 2%. All boats will probably lift as long as we have synchronization of global growth.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-13 $0.020

Split $300,000 into 3 diversified dividend holdings with at least 4%+? Utilities are on sale, so you would have to take one third and buy a utility or an energy name such as Inter-pipeline (IPL-T) which gives you a 6%-7% yield. If you literally gave no valuation to the natural gas and liquids business, the payout is very conservative and you get 6%-7% guaranteed. His 2nd choice would be banks which is giving you a 4% yield. There is a case to be made on REITs because of the ultimate yields, but you are probably not going to get any more capital gains out of it.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2017-09-13 $6.480

He likes this company. Real estate has headwinds, but this company has a tailwind because it is industrial. Also, they are buying assets in the US which has extensive corridors with a population base where there would be some desired locations to own in the Midwest and in secondary cities. Yield is around 5%. They are pretty good at what they do. He would like to own this, but at the right price.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
SELL AC-T Air Canada Market Call (BNN TV) 2017-09-13 $23.590

Hurricanes cause a disruption of services, but it is going to be temporary. You have to look at the bigger picture. Airlines appear to be facing more and more competition. Has always been wary of airline stocks as you are dealing with extremely expensive aircraft and largely unionized employees and a very competitive environment for price setting. Airlines have had a good run over the last while, and if he owned any, he would be taking profits.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK AD-T Alaris Royalty Market Call (BNN TV) 2017-09-13 $20.930

Over the last 2 years, this company has had its share of setbacks, but most of that seems to be getting worked through. Recently one of the companies that provided a large chunk of their cash flow has redeemed, and people have been wondering what they are going to do. They’ve made the largest capital deployment in their history with the Sales Benchmark Index, which is a large consulting firm. That is going to go a long way. The key is that they put money into private businesses at a certain rate and then pay the dividends through to shareholders at a slightly lesser rate. Feels we are now going back on a path where there are going to be dividend increases going forward. Dividend yield of 7.7%. (Analysts’ price target is $24.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-09-13 $27.590

Incredibly cheap, and mispriced. The market doesn’t like that they made a transformational acquisition of WGL, the US utility. It is going to have to go through a year’s worth of regulatory reviews, but it will double their earnings, and effectively their yields and dividends will increase in about a year’s time. They beat numbers last quarter. Dividend yield of 7.6%. (Analysts’ price target is $33.)

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
PAST TOP PICK ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-09-13 $17.780

(A Top Pick Feb 17/16. Total return 7%.) Convertible 5.5% bond due Dec 1/18.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2017-09-13 $13.100

Was expensive at 13-14 times to AFFO, and traded at a premium to its BV. Got hit with Calgary and over exposure to Alberta. They are reducing their Alberta office space. Industrial and retail seem to be doing all right. They are trying to grow their US asset base, and have new properties in Houston and Phoenix. About 40% of their assets are now in the US. However, in the last 3 months, the US$ has gone down. They are trying to reinvigorate their company, because they got caught.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2017-09-13 $24.330

Your favourite US bank? Thinks this is the most compelling story. It trades at a significant discount to all the other banks, at about 8.5X BV. Their biggest problem is that they issued a massive amount of shares in 2008-2010, so their capital ratios are completely online. On a risk adjusted basis, he thinks this one offers the greatest return over the next 12-18 months.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2017-09-13 $47.770

Over the years, this is proven to be an extremely astute investor. They have diversified into a lot of industries. Also, they are very good players within private equity markets. With this, you have to be a long-term player, but you can count on management liking to participate in capital gains and dividends over time.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2017-09-13 $58.250

Out of all the Canadian telecoms, he primarily looks at this one. They’ve always had the advantage of having the grandfather position in Canada. Lately, they’ve been changing their model a bit and going more to wireless, with less dependence on their wire line offerings. Also, the provision of Internet services is becoming a bigger and bigger thing. We are seeing a huge movement in the industry to Internet protocol, whether TV, telephone or whatever. This company is going to be one of the primary beneficiaries of that. Feels we may be reaching a plateau with all the telecoms, and he wouldn’t be surprised to see them all pause. Dividend yield of 4.9%.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
COMMENT BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-09-13 $58.250

Out of all the telcos, he likes this one. Their free cash flow yield is around 6%. Has a ton of free cash flow to either buy back or increase dividends. Fibre to the home is almost 2/3 done. The iPhone release is going to be positive for them. They have the lowest wireless attribution to their overall revenue numbers, so they have the most upside. Their biggest problem is that the wire line is decaying. Dividend yield of 4.9%.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
HOLD BEI.UN-T Boardwalk REIT Market Call Tonight (BNN TV) 2017-09-13 $39.030

Missed very big last quarter. One problem is that most assets are in Calgary, Edmonton and Saskatchewan, and the rental market there has been incredibly weak. There are signs of stabilization. The trouble is they are competing with condos, and they have large buildings. Last quarter, they came out with a significant amount of capital expenditures they have to put into their buildings. The positive is that they have a balance sheet that allows them to do CapX spending. Fantastic management and they are the biggest shareholder. Getting closer to the bottom and there is some stabilization. If you own, stick with it, but don’t buy it. Distribution yield is 5.7%, which he thinks is pretty safe.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT BIP.UN-T Brookfield Infrastucture Partners Market Call (BNN TV) 2017-09-13 $51.060

There has been a bit of a pullback. The rationale for a pullback is hard to determine. It might be that people are thinking some of their projects are going to be pushed a little further out. He wouldn’t be concerned about the pullback. If playing this for the dividend, infrastructure is a good place to be. On a macro level, he prefers the more diversified asset management company. Dividend yield of about 5%.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
TOP PICK BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2017-09-13 $3.340

A 6.625% bond maturing in 2021. Made a big acquisition in the Eagle Ford of Texas. You are getting nothing for the heavy oil business in Canada. If push came to shove, as the debt holder, he will get the Eagle Ford asset if it is ever restructured.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
COMMENT CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2017-09-13 $33.490

When talking apartments, where are they located? Most of these are located in Ontario. It has done incredibly well because the Ontario economy has done well. They don’t have much exposure in Alberta, but they do have some in the Netherlands. A good company. They are not over distributing their balance sheet, so he does like this. Rent controls are back on which is not a big thing for this company, but also not a great thing. Trading at about 16X Price to AFFO, on the high side historically.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
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