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
  
BUY on WEAKNESS FRII-T Freshii Inc Market Call (BNN TV) 2017-02-15 $13.610

A brand-new public company in Canada. A franchise model. IPO’d at a very rich price, but has performed well since then. If they are able to increase their unit locations from about 250 today up to 700-800 in the next few years, it would represent one of the faster growing franchise players. He really likes the business and the concept, and it has a lot of opportunity to grow. However, it is trading at a rich valuation.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Unknown View
BUY GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-02-15 $837.320

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, although he has a bigger position in this one and thinks of it as a better business. If you strip out their cash, it is only trading at 17 or 18 times earnings.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
TOP PICK GS-T Gluskin Sheff and Associates Market Call Tonight (BNN TV) 2017-02-15 $18.990

An asset manager that operates in the high net worth space. The demographics are great. Family assets are growing more quickly than lower net worth households. Also, client relationships tend to be longer-term and stickier, due to the nature of the services offered. The stock is discounted because of long-term litigation with the founders, which is likely to get cleared up later this year. Dividend yield of 5.27%. (Analysts’ price target is $19.67.)

Brian Madden CANADIAN UNKNOWN Yes View
BUY IBG-T IBI Group Market Call (BNN TV) 2017-02-15 $6.450

A little different from some of the other engineering/construction companies that would benefit from infrastructure, because their business is based more on architectural work as opposed to systems design. Good management.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
TOP PICK IRG-T Imvescor Restaurant Group Market Call (BNN TV) 2017-02-15 $3.330

Their brands include Pizza Delight, Baton Rouge, Scores, etc. Mainly in Québec. Recently made an acquisition of a breakfast chain, Ben & Florentine. They don’t actually own or run the expenses of the restaurant, but take a royalty off the top line. There is a lot of free cash flow. Trades at half the valuation of a Freshii. Dividend yield of 2.69%. The new CEO has been reinvesting in the business. They are on the hunt for more acquisitions. A cheaper way to play the restaurant business in Canada. (Analysts’ price target is $3.88.)

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
PAST TOP PICK JPM-N JP Morgan Chase & Co Market Call (BNN TV) 2017-02-15 $90.590

(A Top Pick Jan 28/16. Up 62.46%.) Still pretty cheap at about 12X earnings. 2% dividend yield. Not expensive, but earnings are going to go up a lot as we see tax cuts and US interest rates moving up.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
COMMENT LNR-T Linamar Corp Market Call Tonight (BNN TV) 2017-02-15 $61.340

A leading auto parts producer. The auto parts cycle has sort of hit a plateau in North America, production running around 18 million units. Maybe growing a little better in Europe. China and Asia has been the big growth story for a lot of the auto parts companies, but may be cooling off. (See Top Picks.)

Brian Madden CANADIAN UNKNOWN No View
COMMENT MFC-T Manulife Financial Market Call (BNN TV) 2017-02-15 $25.030

A very well-run business, particularly after a number of years of underperformance relative to the banks. Lifecos are poised to outperform the Canadian banks as they have a lot of sensitivity to rising interest rates. If you believe we are in a period of reflation and rising interest rates, lifecos are a great way to play that. Also, this company has a great, global footprint.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
COMMENT MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-02-15 $25.030

Canada’s largest life insurer. He likes this for the geographic balance, operating in Canada, the US and a large and growing presence in Asia. They are quite profitable. He sees a clear path to improving returns on shareholders’ equity, which is very highly correlated with the valuation multiple that investors are willing to put on the stock. Their reinvestment prospects will get better and better as interest rates go up. There is still more room to run with this company.

Brian Madden CANADIAN UNKNOWN Yes View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-02-15 $59.140

(A Top Pick Aug 29/16. Up 13.13%.) Canada’s largest auto parts producer. It has a platform that is well balanced between producing in Canada, US, Europe and Asia. It is outgrowing the industry in all of those regions, primarily on the back of product innovation. They have been doing buybacks at a stepped-up pace. Trading at about 7.8X its earnings, versus its peer group that is running at 11X.

Brian Madden CANADIAN UNKNOWN Yes View
TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-02-15 $59.140

A great play on the auto cycle. 18 million cars a year are being produced, and perhaps accelerating in Europe and continuing at high levels in Asia. The company is very innovative and are making advances in vehicle light weighting, transmissions and advanced driver systems. Trading at a discounted valuation. Dividend yield of 2.28%. (Analysts’ price target is $65.48.)

Brian Madden CANADIAN UNKNOWN Yes View
PARTIAL SELL MS-N Morgan Stanley Market Call (BNN TV) 2017-02-15 $46.490

Because this is a broker/dealer, this is going to be more dependent on the financial markets. Because the financial markets and the US economy is doing well, this one should do well also. He prefers the larger money centred banks with a very large deposit base and consumer lending business. There is nothing wrong with this one, but he would suggest taking some of your money out and moving it into one of the money centred banks.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
PAST TOP PICK PBL-T Pollard Banknote Ltd Market Call (BNN TV) 2017-02-15 $8.000

(A Top Pick Jan 28/16. Up 9%.) Thinks the stock should be a lot higher. They are one of the dominant global players in printing scratch lottery tickets. The industry has grown at about 6%-7% a year over 30 years. Trading at a pretty reasonable valuation.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
HOLD POU-T Paramount Resources Market Call (BNN TV) 2017-02-15 $17.830

This has had a nice move over the last year. They’ve shed some non-core assets.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
COMMENT REI.UN-T RioCan Real Estate Investment Market Call Tonight (BNN TV) 2017-02-15 $26.420

A real estate investment trust concentrated in retail shopping centres. It is a bond proxy, so is going to be disadvantaged in an era of secular rising rates. Yields about 5.3%. If you own it, it is probably safe. You will probably continue to get the yield, but the multiple might be under pressure because it is a bond proxy. Also, because it is retail oriented and the Canadian consumer being indebted to historic levels, this would not be his preferred exposure.

Brian Madden CANADIAN UNKNOWN No View
COMMENT SHOP-T Shopify Inc. Market Call (BNN TV) 2017-02-15 $79.220

This would be seen in Canada as one of the premier tech growth companies out there. They power a lot of e-commerce websites of companies that want to do more business over the Internet. As more and more people want to shop online, this company is well positioned to do that.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
TOP PICK SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-02-15 $79.220

Canada’s most dynamic growth story. It is Canada’s leading e-commerce enablement company. They are involved in things like payment solutions for online merchants, order management systems, inventory and promotion management systems, as well as more recently into shipping. Just reported great numbers. Management has predicted they will break even by the 4th quarter of this year and should post revenue between $580 million and $600 million. (Analysts’ price target is $75.71.)

Brian Madden CANADIAN UNKNOWN Yes View
COMMENT SVI-X StorageVault Canada Market Call (BNN TV) 2017-02-15 $1.640

There is a scarcity value. There are really no other publicly traded self storage businesses in Canada. Over the last few years, the sector has probably been one of the best performing in the US. He likes management and he likes the story. Not cheap, but thinks it will continue to do well and acquire more units.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
COMMENT TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-02-15 $69.160

The fastest grower among the large Canadian banks, growing earnings at 7.5% compound rate over the last 5 years. It tends to trade at a premium multiple to the rest of the group. Trading at about 13X earnings, a little above the bandwidth it has been trading at for the last 5 years. He likes that they have 35% of their business coming out of the US. That is an increasing proportion, because their US affiliate Ameritrade is in the process of acquiring Scottrade Financial.

Brian Madden CANADIAN UNKNOWN Yes View
DON'T BUY TECK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2017-02-15 $29.320

On a number of occasions, this has gone from $4-$5 to something like $30, and then back down to $4-$5. The time to buy it was when everybody hated it, a year ago. He doesn’t have a huge level of confidence that copper and met coal prices are going to last.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
TOP PICK TPH-T Temple Hotels Market Call (BNN TV) 2017-02-15 $0.900

The largest publicly traded hotel company in Canada, and operate under names such as Hilton, Marriott, Days Inn, etc. They own over 4000 hotel rooms in Canada. 50% of those are in Alberta, and half of those are in Fort Mac. That has caused the share price to underperform over the last couple of years. Thinks this is a bit of a restructuring turnaround story. Also, Morguard (MRG.UN-T) has taken a very large, over 50% equity stake in it. (Analysts’ price target is $0.90.)

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC Yes View
SELL VZ-N Verizon Communications Market Call (BNN TV) 2017-02-15 $48.080

This company is facing some challenges such as increasing competition from the wireless side. A very competitive business. A lot of the smaller carriers are being fairly aggressive on pricing. He would suggest selling your holdings and try to get in with at least a 10% lower share price.

Colin Stewart NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) OPTIMISTIC No View
COMMENT WEED-T Canopy Growth Corp. Market Call Tonight (BNN TV) 2017-02-15 $12.100

Canada’s leading medicinal marijuana grower. It has had a meteoric rise in the last couple of quarters.  He tends to take a conservative stance to early stage businesses, and has not participated. He would be particularly cautious where the whole regulatory framework is up in the air.

Brian Madden CANADIAN UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-14 $0.020

Market. A new bull market was started in 2013 and we have lived through the 1st major correction of a long-term bull market that ended in February 2016. Since February, economic data, price behaviour in the market and leadership has slowly been improving. We made new all-time highs in July in the S&P 500. Cyclicals that are leading the market, started to lead in June signalling a transition from a market driven by interest rates, to one driven by earnings. The groups that have been leading since then are the groups that led through the election period. Then we made new all-time highs again over the last few days. The market is showing steady improvement, and there is no deterioration. Earnings growth is coming in a little ahead of expectations. In a strengthening market, you always want to look for low correlations, i.e. stocks that are not behaving like one another. That is very healthy in a market. There is no bear market or major correction in history that happened while breadth was expanding. The simplest way to determine what type of market you are in is to look at the way the market reacts to news. If a market can handle bad news and rally, don’t fight it.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-14 $0.020

Diversified investing? Looking at a fully invested equity portfolio of 20 to 40 securities, he starts with a 2%-2.5% weighting. A full weighting is 5%. If he had 20 positions, it would be about 5% weight. He picks companies, not size. Prefers an equal weight portfolio, but you want representation from different types of companies, i.e. different industries, different market sizes.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-14 $0.020

Market. A lot of correlation has been made about the market move and Donald Trump, but he has been calling for an increase in interest rates flowing some money back towards the equity market. Economic fundamentals are strong. If rates rise a bit more, some of his favourite stocks might go on sale so that he could add to them on a dip. We are 9 years into this economic expansion, the second-longest expansion on record in terms of a business cycle. However, it has been a tepid expansion, so it could go on longer.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC _N/A View
WEAK BUY AGU-T Agrium Market Call (BNN TV) 2017-02-14 $140.100

Agricultural is starting to perform better. This one gives you great exposure across retail and products. It is very close to making new highs. This is the right time of the year to be buying agriculture stocks. He wouldn’t have a problem buying this, but the group is not one of the strongest sectors in the market. He prefers other places.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-02-14 $31.240

Good management team. 6%-7% annualized dividend growth over the last 5 years. 7% growth on a 7% yield is a big number. He likes this company for yield focused investors. Acquiring WGL Holdings, a Washington-based utility in Virginia. Has faith in the management team to pull the acquisition off. Dividend yield of 6.72%. (Analysts’ price target is $35.44.)

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
STRONG BUY BAC-N Bank of America Market Call (BNN TV) 2017-02-14 $24.060

Has used this a few times as a Top Pick over the last 6 months. If he had to pick one bank in the US, this would probably be it. Very domestically focused. He likes the improvement that is going on in the US economy. They are an enormous beneficiary of rising interest rates. In the most recent quarter, there was one interest rate increase, and this bank had an additional $600 million of earnings from one interest rate increase. Trading at just over 1X BV. You are going to get dividend growth, earnings growth and multiple expansion. This has 5-6 years in front of it.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call (BNN TV) 2017-02-14 $48.080

A great business. In asset management, you get paid a fee to manage assets. If you a do a great job in buying them, then people will give you money to manage for them and they’ll pay you an ongoing fee. They’ve done a great job of building a diverse set of holdings, and have had very, very steady growth in cash flow. Technically, it has just broken out. He likes asset management. Prefers asset management in a developed market public equities today, as he thinks that is where things are going. However, this will be a very steady hold. This is a good time to be entering the stock.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
WATCH BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-02-14 $58.000

Just increased their dividend 5%. All the Canadian telcos have seen better wireless subscriber additions recently. The adoption of secondary devices, immigration and demographics is combined to increase the growth rate of these companies. If interest rates increase, there will be a broad macro trade to sell the telecoms and utilities especially, and that’s when he would start looking at this.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
HOLD BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2017-02-14 $5.300

The only non-dividend paying stock he owns. It used to pay a dividend, went through the downturn and a lot of dividend based investors sold. The core assets are still very good. It still has a leverage issue, but are working through that. Recently did an acquisition in Alberta that looks very promising. Fundamentally thinks oil prices should be higher, and if so, this stock has a lot of potential.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
DON'T BUY BX-N Blackstone Group LP Market Call (BNN TV) 2017-02-14 $30.450

KKR & Co (KKR-N) or Blackstone (BX-N)? He prefers an asset manager that is focused on public market equities. Asset classes are always being revalued. At certain times, certain asset classes do better than others. We have just gone through 10 years where regulation, compliance and rules around being a public company went through the roof, and it became very, very expensive. During that time, managing investing in private companies became very attractive, as they didn’t have the same problems. However, many private companies trade at higher valuations than public market companies, and yet public market companies are liquid every day and can be bought or sold. We have entered a period of many years where public market equities and developed markets, are likely to outperform. Asset managers in that area are under-owned and under-loved, and things changing for the better. Multiples are expanding. Prefers Morgan Stanley (MS-N).

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT CM-T Canadian Imperial Bank of Commerce Market Call Tonight (BNN TV) 2017-02-14 $115.810

Metrics look good relative to the other banks. However, it is cheaper for a reason. At current levels, he feels it is as attractive as the other banks. On the positive side, they have taken the tack of increasing payout ratios, which means a higher dividend yield and more dividend increases. More domestically focused than the others.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC No View
TOP PICK CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2017-02-14 $39.690

A lot of the large Canadian oil producers have gone on sale recently. There are 2 big concerns in the market. One is the possible border adjustment tax, which would raise the price of retail gasoline in the US, and he doesn’t think that is likely to pass. The 2nd is how much production comes on in the US and what happens with the OPEC deal. The WTI strip has hung in their pretty solidly, even with some big inventory builds over the last couple of weeks. The stock is cheap. Dividend yield of 2.52%. (Analysts’ price target is $49.74.)

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
COMMENT CSX-Q CSX Corp Market Call (BNN TV) 2017-02-14 $48.000

He likes the US stock market right now and the sectors that are economically sensitive. Transports are very economically sensitive. This one has been a remarkable performer in this market. Part of this is that there is some expectation that Hunter Harrison is going to get his hands on this and try to work his magic. Because of this, the stock has really responded incredibly well over the last 6 weeks, and is a bit extended now.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK CVE-T Cenovus Energy Market Call Tonight (BNN TV) 2017-02-14 $17.950

(A Top Pick Feb 29/16. Up 17.19%.) Low cost oil sands producer. A lot of US investors are more enamored with near-term production growth that might come from some of the shale producers in the US, but they are ultimately going to find that decline rates are going to hurt and they’ll have to replace the reserves. This company’s oil reserves are almost infinite.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
BUY DOL-T Dollarama Inc. Market Call (BNN TV) 2017-02-14 $102.650

Even though retail has lagged a little, this company has a very specifically strong business model. If you want to have some exposure, he wouldn’t have a problem owning it.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK DOW-N Dow Chemical Market Call (BNN TV) 2017-02-14 $61.720

This is a good company that is getting better. They are merging into DuPont (DD-N), and will wind up splitting into 3 pieces. The US has the lowest cost natural gas globally. In chemical companies, natural gas is the biggest cost. There are very persistent low natural gas prices because of what has happened with fracing in the US. The merging companies will likely unlock some value. They generated about a 20% dividend growth over the last 5 years. Dividend yield of 3.01%. (Analysts’ price target is $67.06.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT EA-Q Electronics Arts Inc Market Call (BNN TV) 2017-02-14 $86.060

He really likes the video game space. You make money if you find a company or industry that is perceived to be good to begin with, but where there is some change that has taken place that allows them to take their business to a whole different level. It used to be that you would buy a disc to upgrade a videogame. Now you download a game, and you are in the heat of a battle, and you pay extra for another weapon. Their ability to generate cash from their properties has gone markedly upward. So, the multiple you pay for that business should expand. Not only are earnings growing, but the multiple of earnings that people are willing to pay is growing.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK ECI-T EnerCare Inc Market Call Tonight (BNN TV) 2017-02-14 $19.020

He likes this for the long-term. This services, sells and rents water heaters, furnaces and air conditioners. Increased penetration of rentals is really valuable for them longer-term. Good management team. Just did a big acquisition in the US where they are going to roll out rentals, which should be good for the company longer-term. Dividend yield of 4.86%. (Analysts’ price target is $21.60.)

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
COMMENT ENB-T Enbridge Market Call Tonight (BNN TV) 2017-02-14 $56.510

This has done about 12% annualized total return since 1952. The future still looks bright. They have the line 3 replacement project, the largest capital project in their history, which is going through some regulatory hurdles, but thinks they will get it going. The merger with Spectra is another thing for them. The pipeline sector, is moving from sort of more in the “growth at a reasonable price” area into a more utility like cash flow arena. With a solid yield and the dividend growth, you can’t go too far wrong.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
COMMENT ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2017-02-14 $34.330

Enbridge Income Fund (ENF-T) or Inter Pipeline (IPL-T)? These are not similar companies, but have similar stories. They are both slower growth companies with a slower dividend growth, but with a higher yield and more stability. It just a matter of how much you want to own of them in your portfolio and what your goal is. Ultimately both companies are solid.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC No View
BUY FRU-T Freehold Royalties Market Call Tonight (BNN TV) 2017-02-14 $13.200

This has exposure to oil, which was the volatility in the stock in the last 1.5 years. As a royalty producer, it has almost zero CapX and very low leverage, so it is more defensive relative to other oil producers. Expects there will be a dividend increase, if not in Q1, then in Q2.This has exposure to oil, which was the volatility in the stock in the last 1.5 years. As a royalty producer, it has almost zero CapX and very low leverage, so it is more defensive relative to other oil producers. Expects there will be a dividend increase, if not in Q1, then in Q2.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
PAST TOP PICK FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-02-14 $42.010

(A Top Pick Feb 29/16. Up 16.27%.) The 46th-47th year they’ve increased their dividend. A company he plans to own forever. It doesn’t get much more sustainable than gas/electric distribution, and they are one of the best in North America.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
PAST TOP PICK GE-N General Electric Market Call (BNN TV) 2017-02-14 $30.280

(A Top Pick Feb 18/16. Up 6.26%.) Industrials have been a theme for him over the course of the year. About 20% of his portfolios are industrials, which is probably the most under-owned sector of the market, but the one with the most upside as we go out over the next 5 years.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
PAST TOP PICK GOOG-Q Alphabet Inc (C) Market Call (BNN TV) 2017-02-14 $820.450

(A Top Pick Feb 18/16. Up 17.92%.) Technology has been a theme for him all year. This continues to perform really, really well. At that time, the biggest things were the things that were working best. Over the course of the year, he has moved to include mid and smaller cap securities.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT H-T Hydro One Market Call Tonight (BNN TV) 2017-02-14 $23.590

A steady Eddie stock. You aren’t going to make a fortune, but you can sleep well at night. With the potential of further de-regulations coming, some of their assets could be operated more efficiently. There are some opportunities for them to consolidate within the market, but it remains to be seen. The other large Canadian utilities are buying assets in the US, so it will be interesting to see how this one augments their growth rate longer-term. There are other investments in the space that he likes better. 3.5% dividend yield.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC No View
TOP PICK HD-N Home Depot Market Call (BNN TV) 2017-02-14 $141.360

He likes owning companies that can grow a dividend. This has about 2,200 locations and has been growing same-store sales at about 7% for the last 5 years. They’ve grown their dividend 21% a year over the last 5 years. If you think the consumer is improving, this is a good place to go. Technically, after having consolidated over the last year, the stock is breaking out. Dividend yield of 1.96%. (Analysts’ price target is $148.67.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT IBM-N IBM Market Call (BNN TV) 2017-02-14 $180.130

There is lots working in large cap technology. The difficulty he has is that they are having a hard time growing. The stock is acting well and is certainly participating. He prefers Microsoft (MSFT-Q).

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT IPL-T Inter Pipeline Market Call Tonight (BNN TV) 2017-02-14 $28.780

Enbridge Income Fund (ENF-T) or Inter Pipeline (IPL-T)? These are not similar companies, but have similar stories. They are both slower growth companies with a slower dividend growth, but with a higher yield and more stability. This one probably has a little more potential given that it is a bit smaller so incremental projects means more for them. They have a proposal on a propylene plant in Western Canada, which would be very positive longer-term. Ultimately both companies are solid. It just a matter of how much you want to own of them in your portfolio and what your goal is.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC No View
DON'T BUY KKR-N KKR & Co. LP Market Call (BNN TV) 2017-02-14 $18.010

KKR & Co (KKR-N) or Blackstone (BX-N)? He prefers an asset manager that is focused on public market equities. Asset classes are always being revalued. At certain times, certain asset classes do better than others. We have just gone through 10 years where regulation, compliance and rules around being a public company went through the roof, and it became very, very expensive. During that time, managing investing in private companies became very attractive, as they didn’t have the same problems. However, many private companies trade at higher valuations than public market companies, and yet public market companies are liquid every day and can be bought or sold. We have entered a period of many years where public market equities and developed markets, are likely to outperform. Asset managers in that area are under-owned and under-loved, and things are changing for the better. Multiples are expanding. Prefers Morgan Stanley (MS-N).

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY KO-N Coca-Cola Company Market Call (BNN TV) 2017-02-14 $40.530

Sectors that started performing better than the rest of the market in June 2016, were transports, industrials, financials, technology and materials. These are the groups that are positively correlated to rising inflation and rising real interest rates. They are the most economically sensitive sectors. Earnings have been improving for the last three quarters. Where money is coming from and going to come are sectors that benefit in low interest rates and low growth, to sectors that benefit in higher growth and a little higher inflation. Consumer staples don’t fit that category, and are being used as a source of funds. Doesn’t think you will get hurt badly with this, but feels you are just missing out.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT MBT-T Manitoba Telecom Services Market Call Tonight (BNN TV) 2017-02-14 $37.600

Being acquired by Bell Canada (BCE-T). Accept the offer or just take the cash? You might as well wait for the tender offer and get the full price. If you already own BCE, you may not want to take shares, but take the cash instead. At current levels with a 5% yield, BCE is decent.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC No View
BUY on WEAKNESS MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-02-14 $24.950

He was adding to his positions at the $17 level. Now the question is, how fast do interest rates rise, how far do the rise, and how much does it help them. On their most recent quarter, their core earnings beat estimates and were better than expected, but their headline earnings were $.01, because they lost a lot of money on hedging and interest rates. That is short term. He likes this for the long-term, but would be looking for a better entry point in the low $20s. 3.3% dividend yield.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
COMMENT MRE-T Martinrea Market Call (BNN TV) 2017-02-14 $8.970

The auto space is battling the views that last year was a peak year for auto sales. A lot of people are thinking we are going to have a slowdown at some point. His view is that the consumer is improving globally. When he looks at a sector, he tends to look at securities that are acting the best. Picking a Canadian name, he would probably pick Linamar (LNR-T) or Magna (MG-T). However, the group is slowly improving. In a healthy market, the market should broaden, more and more stocks should participate, and this company looks like it has made the turn here. You are probably okay.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
TOP PICK MS-N Morgan Stanley Market Call (BNN TV) 2017-02-14 $46.040

Since 1841, US equities have returned about 9% a year, versus bonds of about 05%. However, there are 2 extended periods; 1910 to 1945, and 1981 to 2016, where bonds and stocks gave roughly the same results, with less volatility in bonds. It’s no wonder that in both cases people got to like bonds a lot. In the late 1940s, when stocks started to outperform for the next 35 years, they went up 5 for 1. We have just come out of a period where bonds and stocks gave the same return. So arguably for the rest of our investing lives, we may see stocks outperform by a multiple in bonds. This one is a leader in institutional equities. 43% of their revenues come from wealth management. The wealth management business is the 2nd biggest in the US. This is a business that is firmly focused on domestic equity. The company has quietly transformed itself into a wealth management machine. Dividend yield of 1.74%. (Analysts’ price target is $48.35.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
BUY NVDA-Q Nvidia Corp Market Call (BNN TV) 2017-02-14 $108.780

This was a Top Pick about a year ago, and has been one of his best performing positions over the last year. He really likes semiconductors as a group and technology as a whole, because that is secular growth, i.e., there is change taking place that will go on for a long time. This company is in the absolute forefront of what is happening with things like self driving and Artificial Intelligence (AI). An expensive stock, but in technology, if it is good it should be expensive.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT OCLR-Q Oclaro Market Call (BNN TV) 2017-02-14 $10.870

Another example of an industry that is going through a change. The last time we were in a boom for fibre was the late 1990s, and they put way too much fibre in the ground, so we had too much capacity and the whole thing went to sleep. With the growth and boom in band width use, these networks are now getting strained, and are going through another uptick in replacement of some of the fibre and some of the fibre gear. This company sells transmitters and multiplexers that are used in fibre. A very interesting industry, because demand is really ramping up. This has doubled in the last 6 months, and has just recently technically broken out again. It is only trading at 13X next year’s earnings.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
HOLD PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2017-02-14 $41.140

He likes management. Very conservative and have done a good job taking some gas fractionation business and turning it more fee for service, annuitizing the revenue. Pays out a consistent dividend with over a 4% yield. Thinks growth is still pretty good, but not as good as it was before. He is thinking of slightly reducing his position.

Ryan Bushell CANADIAN LARGE (DIVIDENDS) OPTIMISTIC Yes View
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