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 PSK-T PrairieSky Royalty Market Call (BNN TV) 2017-03-20 $28.250

One of the oil patch casualties that has actually done okay. He likes royalty structures because you don’t have capital investment risks, and this one has no debt on the balance sheet. Oil price recovery gives them torque to the upside. During the horrific oil environment of 2015-2016, they proved their ability to generate good cash flow. Dividend yield of 2.7%. (Analysts’ price target is $34.75.)

Lyle Stein CANADIAN CAUTIOUS Yes View
TOP PICK PXT-T Parex Resources Inc. Market Call Tonight (BNN TV) 2017-03-20 $15.830

An oil company in Colombia. Colombia has been one of the hidden gems in South America. The last couple of Colombian presidents have really brought stability to the country. Very friendly to oil exploration. This company has a great track record with previous companies. Good exploration and growing their reserves and production, and it is cheap. With higher oil prices, this will do very well. (Analysts’ price target is $22.)

Jim Huang NORTH AMERICAN UNKNOWN Yes View
COMMENT QQQ-Q Power Share QQQQ ETF Market Call Tonight (BNN TV) 2017-03-20 $131.810

If you like the Tech sector, this is one stop shopping. An ETF that represents the NASDAQ 100. A good way to diversify without having to buy individual stocks. Tech stocks have generally done very well over the last few years, although some of are getting to be fully valued.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT SHOP-T Shopify Inc. Berman's Call 2017-03-20 $92.000

Play this through options? The longest option he can see is October. Looking at the current Strike Price, it is around $90Cdn. He prefers Writing options as opposed to buying them. Looking at a $74 option, almost 20% below the market, you could Write a Put today and take in about $2 to $3, meaning you could make a couple percent, waiting to buy this cheaper. He loves these kinds of strategies.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN Unknown View
COMMENT SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-03-20 $92.000

This company makes a lot of sense in what they do, helping small companies go online for 1-stop shopping. It is clearly not making any money right now, and have just started turning cash positive. You have to look down the road and assume they will have continued growth. They are also getting into things like shipping and payments. Has been pondering this one, but hasn’t come to any conclusion.

Jim Huang NORTH AMERICAN UNKNOWN No View
BUY on WEAKNESS SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2017-03-20 $2.440

Operationally, they’ve been performing very well. They continue to explore their asset base and with applying new technology, getting more production out of their reserves. Highly levered to the oil price, which hasn’t exactly been on fire in the last several months. If the US border adjustment tax comes into effect, this might have some impact on Canadian exports.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
TOP PICK TD-T Toronto Dominion Market Call (BNN TV) 2017-03-20 $65.600

This bank bore the brunt of the negative publicity on the CBC announcement. The reality is, this is a buying opportunity. It is now trading at a multiple that is less than the banking industry in general. Dividend yield of 3.6%. (Analysts’ price target is $71.50.)

Lyle Stein CANADIAN CAUTIOUS Yes View
BUY TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-03-20 $65.600

If you liked this bank before the news broke, he doesn’t think anything has changed. What was revealed in the news was not positive, but he wouldn’t be surprised to see any “for-profit” organization that didn’t have a conflict of maximizing sales versus taking care customers. The question is, what kind of policy does the company have to prevent that conflict and to resolve it. According to TD’s official statement, they do have a strong policy, they do investigate it and they do take care of it. He would look at this as a buying opportunity.

Jim Huang NORTH AMERICAN UNKNOWN Unknown View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2017-03-20 $28.580

This was the star of 2016, but has softened as met coal prices retreat from $300 to $150 a ton. What is not being factored in is that zinc prices continue to hit close to 5 year highs. Copper prices have fallen in the last little while, but are much higher than they were a year ago. It is generating incredible amounts of cash flow. Debt went down by $1 billion in Q4, and will probably do the same in Q1 of this year. At this price, you get upside optionality. You’ve got a much cleaner, better, safer company in which to invest. He bought more at under $28.

Lyle Stein CANADIAN CAUTIOUS Yes View
COMMENT VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2017-03-20 $14.200

Struggling with massive amounts of debt, which was acquired when everything was looking great. The problem was, the assets they bought they probably overpaid for by using cheap paper. $30 billion is a lot of debt and he doesn’t know how they overcome it. He doesn’t like bottom fishing.

Lyle Stein CANADIAN CAUTIOUS No View
COMMENT ZPH-T BMO US Put Write Hedged to CAD Berman's Call 2017-03-20 $19.980

ZPH-T or ZPW-T? He likes them both. When he thinks the CDN$ is going to get weaker, $.02, $.03, $.04, he wants ZPW. When he thinks the Cdn$ may get stronger, then he wants this one and wants to hedge the currency risk.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN Unknown View
COMMENT ZPW-T BMO US Put Write ETF. Berman's Call 2017-03-20 $19.210

ZPH-T or ZPW-T? He likes them both. When he thinks the CDN$ is going to get weaker, $.02, $.03, $.04, he wants this one. When he thinks the Cdn$ may get stronger, then he wants ZPH and wants to hedge the currency risk.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN Unknown View
BUY ZWC-T BMO Canadian High Dividend Covered Call ETF Berman's Call 2017-03-20 $20.020

BMO high dividend or BMO Europe high dividend? He loves these and uses them in his fund. When you want to play defence, a high dividend concentration in stocks, tend to have lower downside risk. If you do this with a Covered Call, you get an enhancement on your yield. This one has close to a 6% yield, not a bad way to play Canada.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN Yes View
BUY ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Berman's Call 2017-03-20 $21.590

BMO high dividend or BMO Europe high dividend? He loves these and uses them in his fund. When you want to play defence, a high dividend concentration in stocks, tend to have lower downside risk. If you do this with a Covered Call, you get an enhancement on your yield.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN Yes View
COMMENT ZWU-T BMO Covered Call Utilities ETF Berman's Call 2017-03-20 $13.930

What is the downside risk? This has 80% pipelines, telcos, utilities in Canada and 20% in the US. Generally utilities, telcos and pipelines are big dividend players. This is yielding about 7%, a very nice yield, but extremely interest rate sensitive. In 2013, when the US Federal Reserve was first talking about raising rates, we had the taper tantrum. This ETF went down pretty hard, but then came back up when the Fed backed off. In 2015, there was a big drop because of pipelines, when oil prices were coming down. You have to understand what you are holding.

Larry Berman CFA, CMT, CTA STOCKS & ETFs UNKNOWN Unknown View
PAST TOP PICK ZZZ-T Sleep Country Canada Holdings Market Call Tonight (BNN TV) 2017-03-20 $31.890

(A Top Pick March 1/16. Up 70%.) Not a cheap stock, but continues to be justified because some of the former competition is no longer in effect, which has left a lot of market share up for grabs.

Jim Huang NORTH AMERICAN UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-17 $0.020

Market. To some extent, weak consumer sentiment is holding back Canadian stocks. The consumer in Canada is largely overspent. Debt levels have been rising to very, very high levels, which would put a lot of pressure on a lot of people if interest rates were to go up very much. Also, our economy has been a little more tepid than what has been in the US. There is a lot of expectation built into the US market that could prove to be somewhat disappointing down the road. This is a time to be cautious, paying really hard attention to valuations, what you are paying for stocks, why you are buying them, what is your holding period and how does it fit into your portfolio. This is a good time to have a reserve on the side.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
PAST TOP PICK ARX-T Arc Resources Ltd Market Call (BNN TV) 2017-03-17 $18.880

(A Top Pick Feb 4/16. Up 7%.) A really well-managed company. Oil and gas exposure. A yield of about 3%. Good balance sheet and well diversified in terms of operations.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2017-03-17 $58.300

The challenge is, how do they increase the subscriber base when the business model is changing so rapidly. The Internet is changing things hugely. Last year, more people cut the cable and their subscriptions to paid TV, than ever before. They are all going to easy internet protocol type things. At the end of the day, what becomes of our major telecom companies? Are they becoming Internet providers, and offering services like Netflix? The wireless is the one thing they’ve been able to hold on to, and this is where BCE really has the advantage. They’ve managed to keep the dividends growing as they’ve been able to keep earnings growing.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
PAST TOP PICK BNS-T Bank of Nova Scotia Market Call (BNN TV) 2017-03-17 $77.790

(A Top Pick Feb 4/16. Up 43%.) Still one of his core holdings in the banks. Even though it has gone up so much, it is still earning around 3.8% in yield. It is internationally diversified. If the economy picks up, to what people are hoping, South America will begin to do very well.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT EMP.A-T Empire Company (A) Market Call (BNN TV) 2017-03-17 $18.570

They took on a horrendously big acquisition at the wrong time. No one could have foreseen the downturn that would take place in Alberta, which compounded the problem. This can happen when companies pay aggressively for acquisitions. It is going to take them some time to work through. If you have a really, really long time horizon, this can correct. Prefers some of their competitors.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
HOLD ENB-T Enbridge Market Call (BNN TV) 2017-03-17 $54.960

He’s been a big admirer of this. The problem is, it always looks expensive on a valuation basis metric, but on the other hand they have several billions of dollars of projects going forward. He thinks they are going to continue to increase their pipeline. An outstanding dividend company.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT FTS-T Fortis Inc. Market Call (BNN TV) 2017-03-17 $42.840

One of his core holdings in the utility sector. He likes that they have been such good acquirers, and diversified themselves by going into energy transmission, etc. Very well situated with the operations that they have set up in the US. Expects they will continue to have dividend increases going forward.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
PAST TOP PICK HBM-T Hudbay Minerals Inc. Market Call (BNN TV) 2017-03-17 $9.710

(A Top Pick Feb 4/16. Up 218%.) At the time, they were having some logistical issues at some of their primary mines. The company has become much more focused.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
HOLD IPL-T Inter Pipeline Market Call (BNN TV) 2017-03-17 $27.750

All the pipeline multiples look high. What you are really looking for is what is their profile going forward, in terms of the projects they have on hand, and how much is it going to increase. This has a reasonable outlook going forward.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT KEY-T Keyera Corp Market Call (BNN TV) 2017-03-17 $38.470

He likes this. An extremely well-run company, probably one of the better run companies in the oil/gas sector. Valuation metrics always look a little bit pricey. If this got under $30, he would be tempted to take a fairly good size position.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
HOLD NWC-T North West Company Market Call (BNN TV) 2017-03-17 $30.670

The business model has always been a really good one. They tend to sell in markets where competition has been more limited and prices high. Looking long term, the structure of those markets might be changing, but they have diversified. They own a number of Giant Tiger stores. They have operations in the Caribbean. He would prefer to buy this when it is under $30, and closer to $25 if it was available. It is not cheap now, trading at 4X BV.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK PD-T Precision Drilling Market Call (BNN TV) 2017-03-17 $6.140

Has gone through a very difficult environment, but he likes what management has done in that environment. This is Canada’s largest tier #1 contract driven company, with growing operations in the Middle East. They’ve spent a fortune in technology in upgrading equipment, and now we are beginning to hear that contracts are being renewed for longer periods and day rates are firming up a little. It has a lot of leverage to an improving environment. (Analysts’ price target is $9.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT PEY-T Peyto Exploration & Develop. Market Call (BNN TV) 2017-03-17 $27.190

Primarily natural gas, and has tended to fluctuate with that commodity. It is one of the primary producers and has a great dividend of about 4.7%. Looking out, on a Price to Cash Flow basis, it isn’t too bad, 7X or 8X. They have always been very effective at managing their balance sheet. Good properties and good exposure. Reasonably priced. Dividend yield of 4.8%.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
HOLD SAP-T Saputo Inc. Market Call (BNN TV) 2017-03-17 $45.270

This has done extremely well since 2015. They just completed a major acquisition in Australia. It has been well-run, and has grown a lot by acquisitions.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT SCL-T Shawcor Ltd. (A) Market Call (BNN TV) 2017-03-17 $38.310

Has been looking at this, and with more pipeline expansion likely to come on in the horizon, he feels it is already being discounted in price to some extent. Doesn’t like chasing stocks. This one turned a corner recently and he would like to own it at a cheaper price. There is a lot of growth built into the current price.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK SLF-T Sun Life Financial Inc Market Call (BNN TV) 2017-03-17 $49.270

He likes the insurance companies in this environment. Life insurance companies tend to do particularly well in any sort of rising interest rate environment. This has significant operations, not only in Canada, but also in the US, UK and Asia. Very well positioned to increase their ROE over the next couple of years. They have a target of 12%-14% ROE, which he believes they’ll be able to achieve. Dividend yield of 3.4%. (Analysts’ price target is $54.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT SOX-T Stuart Olson Inc Market Call (BNN TV) 2017-03-17 $5.800

He is a long-suffering shareholder of this. He keeps waiting for things to go right for them. They always seem to be just on the cusp of things turning around and going right, and believes they will. Doesn’t feel the dividend is under any immediate jeopardy, but if conditions continue as they did last year, particularly in Alberta, the dividend could be affected. With all the spending that’s been forecast in the Alberta budget, he believes they will get their share, which would make them highly leveraged to a recovery. Feels it is worth far more than what it is trading at.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT TD-T Toronto Dominion Market Call (BNN TV) 2017-03-17 $66.050

Stumbled badly last week when they were implicated in aggressive sales tactics. He wouldn’t be surprised to see this situation roll out to the other banks as well. You have to look at the different business lines the banks are in. This has had a huge capital outlay initiating their position in the US market, that can have a long time to pay back to the current shareholders in Canada. He prefers Bank of Nova Scotia (BNS-T), Royal Bank (RY-T) and Bank of Commerce (CM-T).

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT VSN-T Veresen Inc Market Call (BNN TV) 2017-03-17 $13.850

He would prefer some of the alternatives, such as a Inter Pipeline (IPL-T), TransCanada (TRP-T) or Enbridge (ENB-T). This one looks expensive to him, and by a considerable amount. The one thing that attracts people is the generous yield, but that by itself is not sufficient to account for the difference in valuations.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT WCP-T Whitecap Resources Market Call (BNN TV) 2017-03-17 $10.160

This has recently caught his attention. 2-3 years ago, this was considered to be one of the dividend stocks to hold. Because of the price of energy, it has come down since the beginning of the year. Very well-managed. This is showing up on his valuation screens as looking reasonable.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK WN-T George Weston Ltd. Market Call (BNN TV) 2017-03-17 $112.430

This is a major shareholder in Loblaws (L-T) as well as having a bakery business. You are getting the bakery at a significant discount, when you look at the value of Loblaws. He likes the positioning of Loblaws and their holding of Shoppers, and they have great exposure in the discount chain area. Dividend yield of 1.6%. (Analysts’ price target is $127.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-16 $0.020

Market. We are starting to see a global recovery, although the US market is still in the lead. He is waiting for more certainty on policy to be introduced by the new administration to back that up. NAFTA will be a year or 2 out, and certain sectors will benefit and others might not. That uncertainty tends to gyrate up or down, and we haven’t seen that. There have been over 100 sessions of the S&P 500 where it hasn’t dropped more than 1%, very unusual given the uncertainty. You need to be a little reserved when investing, to take into account factors that are not necessarily being factored in now. Globally, certainly in developed countries, equity markets are over valued in certain sectors. There is caution warranted, but not overly extensive. A bit of a “wait and see” game.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-16 $0.020

Lifecos? They have 2 components. One is the investment side, and the other is the business of selling life insurance. With interest rates going up in the past little while, that has been constructive for these companies, because of their investment portfolio getting listed in the income. Conversely, the selling of the actual life insurance is going fairly well, and that is the focus where you should be looking.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-03-16 $0.020

Market. Investing is understanding the risk profile of the investment you are making. For example, if investing in healthcare, the ball has been volleying back and forth and we are hearing lots of rhetoric. If you invest based on the daily news feed, you are really not going to end up in a very good place. We have to understand what is likely to end up happening. Both sides want the vast majority of Americans to be insured, so let’s go to a place that offers that insurance, and know that despite the volleying going on, the likelihood is that insurers, especially the ones in size and scale, are going to get the volume and probably the pricing power.

Gordon Reid US EQUITIES UNKNOWN _N/A View
COMMENT AAPL-Q Apple Market Call Tonight (BNN TV) 2017-03-16 $140.690

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings. The amazing thing about this one is that they have about 1 billion basically captive users of their products. What makes that even more impressive is that there is a 93% loyalty rate. They produce a ton of cash. A 3rd of their market cap is in cash. Trading well below the market multiple. A great core holding for any portfolio.

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY ADP-Q Automatic Data Processing Market Call Tonight (BNN TV) 2017-03-16 $104.250

A payroll and HR company. A fairly pricey stock. Trades at about a 40% premium to the market. 70% of their business comes from payroll services and 30% from Human Resources operations. Over the last 6-7 years, the US has produced 15 million private sector jobs, which is great for a company like this. This is now a little too rich, and a little too late to the cycle.

Gordon Reid US EQUITIES UNKNOWN Unknown View
TOP PICK ALA.R-T AltaGas Ltd Market Call (BNN TV) 2017-03-16 $29.740

The company has just issued these Subscription Receipts for stocks, for a US acquisition they plan to do that should close in the 2nd quarter of 2018. There are a few worries where they have a big chunk of debt and some worries on the utility side. In his view, the debt levels will go down. If the deal doesn’t go through, the subscription receipt holders get their money back. This is trading at about $1 less then the common shares. Dividend yield of 7.1%.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK ANTM-N Anthem Inc Market Call Tonight (BNN TV) 2017-03-16 $168.420

A US health insurance company. The whole area is in turmoil right now. They insure about 40 million Americans. Even with all of the turmoil, the whole idea from a logical standpoint is that both the Republicans and the Democrats have vowed that they want no one to be left behind, that they want insurance. Ultimately, if insurance is going to work, it has to be very broad. Dividend yield of 1.5%. (Analysts’ price target is $174.)

Gordon Reid US EQUITIES UNKNOWN Yes View
PAST TOP PICK APR.UN-T Automotive Properties Real Estate Investment Trust Market Call (BNN TV) 2017-03-16 $10.740

(A Top Pick Jan 13/16. Up 30%.) This company buys the land under auto dealerships and then leases it back to them. These are triple net leases, meaning that the dealership pays for everything, taxes and maintenance. There is a 1.5% escalator clause for every year. The company has made 2 acquisitions since last year. It is paying just under 7.5%, so a good income generating investment.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT BA-N Boeing Market Call Tonight (BNN TV) 2017-03-16 $178.190

US defence for a long-term hold? Defence has run up dramatically on the so-called Trump trade. The proposed budget had a $54 billion increase in defence spending. He has played the sector a little differently through owning Boeing, a commercial producer, but also a defence contractor. A small piece of their business is dedicated to defence. The company has about a $500 billion backlog, and on the commercial side they are in full production. This is really a cash flow story. Their planes are really in high demand because they are fuel efficient, which represents profitability to their customers.

Gordon Reid US EQUITIES UNKNOWN Yes View
COMMENT BAC-N Bank of America Market Call (BNN TV) 2017-03-16 $25.220

Bank of America (BAC-N) or Toronto Dominion (TD-T)? He prefers J.P. Morgan (JPM-N), which is a bit more tilted to the investment banking side, and would see a bit more participation in the deregulation that he feels is coming. There is room for the Cdn$ to come down further.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT BAC-N Bank of America Market Call Tonight (BNN TV) 2017-03-16 $25.220

This is a long-term asset, and you have to think of it in the long terms. It has had quite a rise since the fall, at about $15-$16 to over $25 today. Yesterday US banks traded off and bond market backed up, which caused people some surprise. Believes people bought the rumour and were selling the news, and when the Fed came out and did exactly what they were expecting, the market acted disappointed. That is only one day, which does not make a trend. He expects the bond market will turn around and we will see higher rates and lower bond prices, with higher equity prices for financials. (See Top Picks.)

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT BCE-T BCE Inc. Market Call (BNN TV) 2017-03-16 $57.570

He is constructive on this. Gives good income from the dividend. There will be some negative overhang with regards to the debt, continually borrowing money. A lot of negative overhang with the media side, a smaller component. They have a big wireless division which is growing. The landline division seems to have stopped its bleeding which is positive. He is looking at this cautiously, based on the fact that they are paying out a good deal of their income towards the dividend, as well as borrowing money.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK BIIB-Q Biogen IDEC Inc. Market Call Tonight (BNN TV) 2017-03-16 $278.960

A bio pharmaceutical. If you look at the traditional Pharma space, the chemical-based companies, the bio-based companies were always out there, coming along, but basically not making a lot of money and were often single drug companies, virtually reinvesting all their cash flow. They have now matured and into much stronger growth companies than the traditional pharmas. They also have lower multiples than they did 5-6 years ago. That makes it quite attractive. (Analysts’ price target is $305.)

Gordon Reid US EQUITIES UNKNOWN Yes View
COMMENT BX-N Blackstone Group LP Market Call Tonight (BNN TV) 2017-03-16 $30.600

This is a US limited partnership, and you want to make sure you don’t run into a tax filing problem. He would suggest you get some tax advice from a professional. This company is basically a private equity firm with about $300 billion in assets. About a 3rd of it right now is in cash, waiting for opportunities. They’ve had good payouts, but the payouts are lumpy, as it depends on when they monetize different projects. They’ve been pretty good at what they’ve done, but they really haven’t been rewarded.

Gordon Reid US EQUITIES UNKNOWN No View
PAST TOP PICK C-N CitiGroup Market Call Tonight (BNN TV) 2017-03-16 $61.150

(A Top Pick Feb 17/16. Up 55%.) The economy has been improving and that has been to the benefit of the banks.

Gordon Reid US EQUITIES UNKNOWN Yes View
DON'T BUY CCO-T Cameco Corporation Market Call (BNN TV) 2017-03-16 $14.890

They are selling to nuclear reactors, which take a long time to build and a long time to get going. The news out of Japan is certainly not constructive. He is not very positive on this. Feels natural gas is more cost effective, and is available in abundance.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK CERN-Q Cerner Corp. Market Call (BNN TV) 2017-03-16 $56.350

(A Top Pick Jan 13/16. Down 4%.) This converts medical records from paper to an electronic form. There is a law in the US that at a certain point, X number of paper documents have to be converted to digital. Regardless with what happens with the healthcare act going forward, this is in place and digitalization will continue. This company went from fully recognizing sales all at once, to more of a subscription type revenue recognition model, which has caused some lumpiness. He has a half position, and is looking to buy more, but wants to see some of that lumpiness disappear.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT COST-Q Costco Wholesale Market Call Tonight (BNN TV) 2017-03-16 $167.060

This model is fantastic. Basically, they make nothing on the merchandise they sell and 100% of their profitability comes from membership fees. Retailers are out of fashion right now, especially brick and mortar ones, because of the new age of ordering online and e-commerce as well as border tax implications. Only about 25% of their merchandise comes from outside the US borders, so they are somewhat insulated. People pay up for it, so the PE is somewhere in the high 20s. If they continue doing what they are doing, a mid-20s multiple is reasonable. He would not be comfortable paying this multiple for his clients.

Gordon Reid US EQUITIES UNKNOWN No View
COMMENT CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-03-16 $14.610

Average down? His biggest issue is that they seem to be serial issuers of stock. They continue to dilute the existing shareholder base, not a friendly thing to do. The US assets are great and they have increased production, but it is important to focus on production growth per share, and this one gets diluted down. They’ve already cut their dividend.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT CSCO-Q Cisco Market Call Tonight (BNN TV) 2017-03-16 $34.230

Thinks the dividend is safe. It has become a mature cash cow. They are reinventing themselves from the old router and switching company. If you look at what they have done over the last few years, it is similar to what a lot of old technology has done; trying to reinvent itself and basically treaded water. There are better opportunities in technology, newer and growthier ones, and he would probably gravitate towards them.

Gordon Reid US EQUITIES UNKNOWN Unknown View
COMMENT ENB-T Enbridge Market Call (BNN TV) 2017-03-16 $55.700

He is constructive on energy. Holds this as well as 2 others that are similar, Keyera (KEY-T) and Inter Pipeline (IPL-T), and is more constructive on them than on Enbridge. Enbridge is doing a lot of borrowing and have a fairly high payout ratio. Keyera would be his #1 pick in the space.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK FB-Q Facebook Market Call (BNN TV) 2017-03-16 $139.990

(A Top Pick Jan 13/16. Up 47%.) Quality management, good metrics and good things to come.

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK FB-Q Facebook Market Call (BNN TV) 2017-03-16 $139.990

This is firing on all cylinders. There are a billion users on Facebook and are growing on Instagram and WhatsApp. The average revenue per user grew 30% last year. From a valuation point of view, the growth is far and away north of 30%, and the stock is trading at less than 25X, so you are getting more growth than what you are paying for. (Analysts’ price target is $158.)

Zachary Curry NORTH AMERICAN - LARGE UNKNOWN Yes View
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