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
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-10 $0.020

Cannabis. There was a big shut down yesterday of some of the cannabis culture shops across the country. This may be laying the groundwork for legislation, which most people are anticipating will be proposed and tabled around April. He has always felt legislation would be tabled in 2017, and probably early on, and will probably take the better part of a year to get approved, and will take about a year after approval before being implemented.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC _N/A View
COMMENT ACB-X Aurora Cannabis Market Call (BNN TV) 2017-03-10 $2.390

A cannabis company that has come roaring on to the scene. They were probably a little slower coming out of the gate than what you saw from a few of the others. This one is proposing a greenhouse project at the Edmonton International Airport, which is being billed as the world’s largest indoor cannabis grow when finished. They have about $150 million on their balance sheet now, that will be used to fund projects. Looking at valuation versus their licensed sales capacity, they are certainly ahead of the others from a valuation standpoint. As long as they continue to execute, it is probably going to be good, however the CEO tends to be a little on the promotional side. If you are a trader, take advantage by Selling when everybody loves it.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Unknown View
PAST TOP PICK AQN-T Algonquin Power & Utilities Corp Market Call (BNN TV) 2017-03-10 $12.400

(A Top Pick Jan 13/16. Up 19%.) He still likes this and has been looking at possibly adding to his holdings. Good dividend grower.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2017-03-10 $61.850

(A Top Pick Jan 13/16. Up 4%.) A little surprising that this hasn’t been stronger. A fantastic company considering its compounding growth rate. Every time they’ve done an acquisition, management gets put under the microscope, but they manage to pull lots of synergies out.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Unknown View
COMMENT BUS-X Grande West Transportation Group Market Call (BNN TV) 2017-03-10 $2.710

This has done phenomenally well. They are still in the early stages of great things. So far, they’ve rolled out across Canada, they’ve got initials orders from a number of different transit systems in Canada, and now those transit systems are coming back ordering big multiples of what they initially ordered. They are also a little into the US. There are really 2 big markets in the US, 1) transit market and 2) private transportation such as airport shuttles, rental car shuttles, etc. They needed their “Buy and Build America” certification before getting started in the transit market. They now have that. They have a partner that has just started to ramp up with the sales team. During this year, you are probably going to see a number of announcements where they are getting initial orders. He is excited where this company could be 3-5 years from now.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-03-10 $294.050

Great company. They continue to grow by acquisition as well as organically. 1998 was the last time they issued stock. They are going to do a 5 for 1 split, which is being voted on in May. The splits have nothing to do with math, but everything to do with psychology. Dividend yield of 0.79%. (Analysts’ price target is $325.00.)

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Yes View
COMMENT CHH-T Centric Health Market Call (BNN TV) 2017-03-10 $0.720

Just reported earnings and the stock had a pretty dramatic selloff, especially based on the numbers. This has transitioned in that they’ve had higher revenue and earnings numbers, as well as higher margins. Feels the market got a little disappointed in the growth rate, but the company has actually said that it is going to be November before the transition from Riviera beds to Chartwell beds ends. The big catalyst to watch is the debt refinancing. They’ve stated they are 80% along with a major Canadian bank. That will be a huge savings for them. He added to his holdings on the last selloff.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Yes View
COMMENT CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2017-03-10 $10.210

Feels the volatility has to do with the trading and lack of liquidity. This name flies under the radar of a lot of institutions. It doesn’t trade a ton of stocks, and if an institution wants to get in or out, the stock tends to get moved around. The latest numbers were probably a little weaker than what the Street expected, but the sentiment was so negative before that. Longer-term, it is an interesting business. Seafood and protein demand, specifically for Asia, continue to increase. It is close to a monopoly in as far as the fishing licenses are concerned. This is one that you Buy when everyone hates it, and Sell when everyone loves it.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC No View
BUY on WEAKNESS CRH-T CRH Medical Corp. Market Call (BNN TV) 2017-03-10 $10.380

Doesn’t think they will need to do an equity raise unless they do a big acquisition. They roughly have the cash flow they need to make an acquisition each quarter, of about the same size that they have been doing. His one caution is that the valuation is very high. Be prepared that an analyst could come out and say it is fully valued, resulting in the stock pulling back. If it did, it would probably be a great buying opportunity. Also, if they did an equity offering, that would be another great time to add to your holdings.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Unknown View
HOLD CXI-T Currency Exchange Intl. Market Call (BNN TV) 2017-03-10 $24.500

Just got their banking license which allows them to expand and deal more with the chartered banks on currency exchange. That is where their big business is. It has taken a little longer for it to get integrated into the growth mode, so you are seeing a little fatigue by investors, who waited for a long time for the license to come through. Their retail business is not their main focus or the driver. You just need to be patient.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Unknown View
COMMENT EAT-CN Nutritional High International Market Call (BNN TV) 2017-03-10 $0.000

Not one of the Canadian cannabis producers, but works out of the US. Rules are a bit different. This is going to be a huge business internationally over the next 10 years. He likes to equate this to 1933 when Prohibition ended in the US, but in this case it is really going to be a global market and roll out at different times. He is watching to see what they do. He would prefer something like iAnthus Capital Holdings (ITHUF-US), which is more on the financial side versus the straight operation side.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC No View
COMMENT EMH-X Emerald Health Therapeutics Inc Market Call (BNN TV) 2017-03-10 $1.260

One of the 39 marijuana licensed producers. Has a small operation on Vancouver Island. Also, has property on the mainland and the goal is to build a new facility there and get it licensed. A new licensed facility, gets them into the Health Canada queue a lot faster. This company flies under the radar right now. Valuation is still fairly reasonable. There is probably a lot of opportunity for this longer-term.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Unknown View
PAST TOP PICK FFH-T Fairfax Financial Market Call (BNN TV) 2017-03-10 $625.010

(A Top Pick Jan 13/16. Down 4%.) This has had a tougher time with the markets and their positioning. They made a big change in what they are doing. He had this as a sort of hedge when the markets were going topsy-turvy.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC No View
COMMENT NYX-X NYX Gaming Group Ltd Market Call (BNN TV) 2017-03-10 $1.010

A difficult one to figure out. There are a couple of reasons why this is not moving. With the exception of recent news, the sector really hasn’t had a lot of interest and most investors have backed away from it. Also, being a smaller company, also hurts it. It looks like some of the acquisitions were a little bigger than they expected, as far as the amount of work needed to turn it around. He suspects they will end up with a quarter that will exceed expectations, and the stock will take an immediate jump, and if it gets a 2nd quarter where numbers are trending in the right direction, the numbers will be back to where analysts/portfolio managers think they should be.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC No View
TOP PICK OGI-X Organigram Holdings Market Call (BNN TV) 2017-03-10 $2.380

He likes the prospects and just added to his holdings recently. This will be a core holding in his marijuana fund portfolio. It is the only one in the Maritimes. (Analysts’ price target is $4.10.)

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Yes View
COMMENT PEY-T Peyto Exploration & Develop. Market Call (BNN TV) 2017-03-10 $27.220

The whole sector has sold off all this year. Feels this one has been punished because of the overall sector selling off, as opposed to anything they may be doing. The company is really well run. They’ve done a great job in a number of different areas. They aren’t buying a lot of land, but seem to be able to continue to drill and find good opportunities on their own properties. Because of that, their development and finding costs are really low, especially compared to a lot of other companies. The company has a really strong hedging policy, and hedge about 50% of their production. If you are a longer-term investor, this is probably one of the best, well-run gas companies in Canada.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Unknown View
TOP PICK PHM-X Patient Home Monitoring Market Call (BNN TV) 2017-03-10 $0.280

One of the most hated stocks in Canada. They were on a huge acquisition spree a couple of years ago, but have bought a company called Fleet Management, which did an excellent job of growing their business. The 2 men in charge took over a big mess. They right sized the company and sold off some stuff and closed down some stuff and brought their bad debt expense down. They’re growing the company at a phenomenal rate, 25%-30% per year. Just posted the 1st quarter where they generated cash, so they are cash flow positive. The valuation is super cheap, trading at less than 5X. The stock price could triple from here and still be cheaper than something like a Savaria (SIS-T) or a CRH Medical (CRH-T). Too cheap to ignore.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Yes View
STRONG BUY PIH-T Pacific Insight Electronics Market Call (BNN TV) 2017-03-10 $8.850

In the automotive supply business, and focused on LED lighting. A lot of their product goes into the Ford F150 and other Ford products. Announced a couple of quarters ago that they were working with Tesla. Manufacturers are looking for ways to make vehicles lighter, and this is one of those ways. There is massive competition, and this is such a small company that its flies under the radar. It allows them to be really adaptive and to change. He continues to like this. Looking at their numbers, they always grow year-over-year, but not necessarily quarter over quarter. The last 2 quarters have been a little slower than what the market expected, so the stock sold off. This is a great opportunity.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Yes View
COMMENT PLI-T Prometic Life Sciences Inc. Market Call (BNN TV) 2017-03-10 $2.350

Unless you have a really long term time horizon, you want to be pretty active in trading this. It tends to be volatile. It is probably currently at a time where you could Buy for the next trade up. There are going to be a lot of catalysts this year. It seemed to sell off hard late last year and early this year, and has bottomed and starting to move up. There will be a ton of news flow on this company. They are going to need to raise more money. Probably fully funded out until later this year or early next year, but at that point, they may have a drug approval, a royalty deal, etc., which might not necessarily come from an equity issue. They have a number of different irons in the fire and there are 3 or 4 that could be global blockbuster drugs. There is lots of opportunity long term, so you want to watch it, manage your position size, and trade around that.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC No View
PARTIAL BUY TD-T Toronto Dominion Market Call (BNN TV) 2017-03-10 $66.000

This dropped $3.25-$3.50 today. There was a report claiming employees were pressured to hit sales goals that could have breached the company’s ethics. Barclays says that they don’t think there will be repercussions. Any time these types of allegations come out, it certainly freezes investors in their tracks. This bank is a fantastic franchise. They have lots of compliance and corporate governance in place. If you are a 3-5 year investor, and you get a selloff like this, it is probably an opportunity. However, he wouldn’t add a full position today, but would probably add some today and look at adding some down the road.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Unknown View
COMMENT WEED-T Canopy Growth Corp. Market Call (BNN TV) 2017-03-10 $10.830

Short the stock on the basis of marijuana prices dropping? The pricing of marijuana in Colorado has been dropping like a rock, something like 10% a month in the 1st year. The average selling price now is about $7.50 a gram, and there is going to be some pressure on that, especially as the market matures. Right now, demand is still outstripping supply. As companies raise money and bring up production, that probably changes. However, the end market is hard to quantify at this time. As far as Shorting goes, you can certainly make money on it, but you have to be tactful. When things go crazy and straight up, that is the time to put Shorts on. Also, when there is a lot of equity financing, that is probably another time.

Bruce Campbell (2) CANADIAN & CANNABIS STOCKS OPTIMISTIC Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-03-06 $0.020

Markets.  Something really big is underway.  We are going back to a 90s style funding culture of exploration and discovery.  In the last month the shift has brought it back home to him when companies started reviving projects that did not work in the past.  They are now doing brute force drilling and not only hoping to hit something, but gathering a lot of geological data. 

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY _N/A View
PAST TOP PICK AZ-T Arizona Mining Market Call (BNN TV) 2017-03-06 $2.430

(Top Pick Mar 7/16, Up 411.83%) The manganese content was 1.3%, which is not a show stopper.  A short selling syndicate attacked the company.  The story was withdrawn the next day.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY No View
BUY BSX-T Belo Sun Mining Market Call (BNN TV) 2017-03-06 $0.830

In February they finally got approval.  Brazil has been hard to get permits in because of the bureaucracy.  We are waiting for cash flow to start and for gold to go up.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
WATCH CCE-X Commerce Resources Corp. Market Call (BNN TV) 2017-03-06 $0.080

When the rare earth bubble took off, they deployed the drills into the area and found substantial rare earth deposits.  It has a meaningful heavy component to it, but the commodity price is back down again.  Once China shuts down illegal mining, you will see the price of rare earths coming back up.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
BUY DGC-T Detour Gold Market Call (BNN TV) 2017-03-06 $15.010

He likes the story for what they accomplished.  They rethought skinny veins as an open pit project. 

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
BUY DMM-T Dynasty Metals & Mining Inc. Market Call (BNN TV) 2017-03-06 $0.270

It is a small scale producer in Ecuador.  They worked with the government to change the rules.  Thumbs up on Ecuador.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
STRONG BUY GQC-X GoldQuest Mining Market Call (BNN TV) 2017-03-06 $0.540

This is in the Dominican Republic.  They just published a pre-feasibility study.  They have a big producer as a partner in this.  They are exploring for even bigger and better discoveries.  It deserves to be put into production at current commodity prices.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
TOP PICK IZN-X InZinc Mining Ltd. Market Call (BNN TV) 2017-03-06 $0.260

Zinc in Utah.  This could go into production by itself.  We could see this thing scale bigger in terms of tonnage.  There is a lot more to be found.  It is in an area where there are reduced environmental objection, just south of the Military testing grounds over the Salt Flats.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Yes View
COMMENT KAT-T Katanga Mining Ltd. Market Call (BNN TV) 2017-03-06 $0.395

The Congo is a very interesting place.  There is civil unrest.  The place is turning into a potential timber box.  Cobalt prices are going up because it is a key ingredient in Lithium Ion batteries.  A civil war would disrupt operations in this country.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
BUY LIO-X Lion One Metals Ltd. Market Call (BNN TV) 2017-03-06 $0.810

Fiji is an interesting place.  They have raised $85 Million last year when it was tough.  If they get this thing going it will build up confidence.  They are putting a relatively small scale gold mine into production while doing exploration.  They should eventually get bought out.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
WATCH MAX-T Midas Gold Market Call (BNN TV) 2017-03-06 $0.760

They are going to mine both gold and antimony on a decommissioned site, but it only works at $1600 gold.  They are raising money, permitting and drilling, but will anything get permitted in Idaho with Trump’s anti-globalization policies.  Antimony mostly comes from China.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
DON'T BUY MKR-X Melkior Resources Inc. Market Call (BNN TV) 2017-03-06 $0.040

Quebec area.  They have new management.  New geophysics has been done.  They realize there is a lot more going on in this area.  He prefers other operating in the same area.  He thinks there is nothing going on on the property MKR-X operates in.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY No View
BUY MTO-X Metanor Resources Inc. Market Call (BNN TV) 2017-03-06 $0.070

It is one of these small scale miners with projects scattered.  He thinks they will not be around much longer and will be absorbed by someone at a premium.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
SELL NDM-T Northern Dynasty Minerals Ltd Market Call (BNN TV) 2017-03-06 $1.870

They have been fighting being stopped in the permitting cycle.  The short sellers say this thing is not economic, but others point to Trump’s changes to the EPA and how it will speed up permitting.  He thinks it will still take years.  He thinks the rally is over.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
BUY NGE-X Nevada Exploration Market Call (BNN TV) 2017-03-06 $0.345

One of his favourites that turned into a train wreck.  It had to be reorganized.  They are still doing gold-in-groundwater activity.  They are using a technology that no one else has ever done for gold.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Yes View
DON'T BUY NOT-X Noront Resources Ltd. Market Call (BNN TV) 2017-03-06 $0.255

They made a chromium discovery, but first nations’ opposition to development forced them to give up.  The nickel price is still kind of weak and they are still trying to overcome the opposition.  The warm winter this year has made exploration difficult in this area.  Longer term, a chromium mine here would serve all of North America.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
PAST TOP PICK PGD-T Peregrine Diamonds Market Call (BNN TV) 2017-03-06 $0.200

(Top Pick Mar 7/16, Up 40.74%) It has been a disappointment.  They did not raise the capital they wanted.  They are going to do some more drilling.  It is one of the best diamond discoveries in the last 6 years.  There is no caribou migration problem in this area of Baffin Island.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Yes View
TOP PICK PRB-X Probe Mines Ltd Market Call (BNN TV) 2017-03-06 $1.450

They acquired adventure gold.  They are re-drilling a depleted old mine and finding new zones.  They reported a find this morning.  It has lots of cash and not a lot of stock out.  (Analysts’ target: $2.15).

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY No View
PAST TOP PICK SCY-T Scandium International Mining Market Call (BNN TV) 2017-03-06 $0.390

(Top Pick Mar 7/16, Up 135.48%) He thinks it is going to go a lot further in the next couple of months when we hear they have the mine lease.  They are putting only a fraction of the deposit into production because demand has to develop.  Any user needs reliable supply.  These discoveries in Australia are a game changer.  This market could explode.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Yes View
TOP PICK SCY-T Scandium International Mining Market Call (BNN TV) 2017-03-06 $0.390

We are about to enter a really good age with Scandium as we learn to combine it with aluminum.  This orphan company that was shunned is about to launch into a different realm where American investors come and take over future funding of this company.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Yes View
COMMENT SWY-T Stornoway Diamond Market Call (BNN TV) 2017-03-06 $0.880

They just put a mine into production.  The good news is they have produced more karats than expected, but the bad news is what has happened in India.  He hopes it stabilizes and goes away.

John Kaiser PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS BULLISH on COMMODITIES & ENERGY Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-09 $0.020

Market. Equity values are at stretched valuations, so if there are disappointments on the policy front, we could be in for some trouble. His strategy is being long financials, industrials and energy. There is still a lot of risk out there. The principal risk is in valuations. The US has really been a magnet for a lot of the world’s investable capital, and as a result we are getting a pretty bifurcated market right now. He is bullish on Japanese shares, but his caveat is to be hedged, and he is Short the Long Japanese shares, a play that has got a lot of folks interested again, partly because the Japanese monetary authorities have changed their policies more towards targeting yields. As a result, you typically get currency going down and the stock market going up. France is also very interesting. On the debt side, he is starting to see the spread starting to move out quite a bit from where the German Bund would be on the curve, as well as some skittishness in the equity market. He hopes to take advantage of volatility that will come out of the election. He’s been Short the Cdn$ for quite a while, but has it on a fairly short lease because it has been probing the $.70 level on a couple of occasions, and has been bouncing in a range of $.75-$.77. The issue here is partially a hedge against growth continuing to slow. If the Trump bump doesn’t manifest itself the way the market thinks, or doesn’t have the repercussions globally, he expects the Cdn$ and Australian $ will both be under pressure.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN _N/A View
HOLD AAPL-Q Apple Market Call Tonight (BNN TV) 2017-02-09 $132.420

He likes this. Over the last 4-5 months, iPhone 7 was not as bad as he had expected, and also the services side of the business is growing faster than he had thought it would. Also, that is in the context of a not very robust economy. Looking at the product cycle coming, some of the big improvements they’ve made in their laptop and the Mac business and its low valuation, he covered his Short position and is now Long.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT AEG-N Aegon N.V. Market Call Tonight (BNN TV) 2017-02-09 $5.540

He would prefer ING Groep NV (ING-N), which is very cheap and trading at around Book right now. Expects rates in Europe will start to rise, and he would focus on the highest quality names.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
COMMENT AGU-T Agrium Market Call Tonight (BNN TV) 2017-02-09 $136.730

In the midst of a merger with Potash (POT-T), so it is being whipped around a little by arbitragers, etc. It is probably pinned here for a little bit pending some sort of resolution on the transaction. He is bullish on agriculture generally, so this is a name you could own, but doesn’t think you will make a lot of money in the next 2-3 years.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK ALB-N Albemarle Corp Market Call Tonight (BNN TV) 2017-02-09 $93.910

(A Top Pick June 28/16. Up 20.83%.) Lithium. Last quarter they completed the transaction of one of their processing plant businesses in China, so they have a little bit of a war chest now, and he expects them to go out and buy a lithium producers, possibly in Australia. He still likes this and feels the price of lithium will continue to go up as the demand for electrification continues. Still a Buy.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2017-02-09 $821.360

The proverbial story of valuation versus fundamentals. This is really a killer in its categories of online retailing and Cloud services. However, it is not cheap. You are looking at 25 to 28 times cash flow. They have a fair bit of growth to achieve in the next little while to come into that valuation. He would prefer looking at this in 2 parts, online retailing and Cloud services, so would suggest maybe looking at Microsoft, which has been growing its share in Cloud services. A cheaper stock and pays a dividend.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
BUY BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-02-09 $48.300

One of his favourite financials. You are basically buying the top piece in the Brookfield Empire. They just reported a very, very good quarter. One reason he likes this is that it straddles a lot of different businesses, so you are not really buying a pure play type company nor a traditional financial asset manager, but more of a hybrid.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT BIR-T Birchcliff Energy Ltd. Market Call Tonight (BNN TV) 2017-02-09 $7.950

Just released really, really strong results. Terrific operators and have great properties. He is a little concerned with the natural gas price not going up dramatically from here. Also, you should be a little cautious about the border adjustment tax Trump is floating and its impact on Canadian E & P companies.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN No View
TOP PICK CAKE-Q Cheesecake Factory Inc (The) Market Call Tonight (BNN TV) 2017-02-09 $61.360

*Short* This has been a great performing stock. It is at a 52-week high today, but thinks it has peaked out, both on the margins and the dairy portion. It has been one of the few restaurant chains that has been able to raise prices, but that is pretty much tapped out. Also, they are 90% impacted with the whole mall experience in a secular decline. He is not looking for a big hit on this, but something back into the $50s or high $40 level. Yield of 1.57%. (Analysts’ price target is $58.40.)

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT CHKP-Q Check Point Software Tech Market Call Tonight (BNN TV) 2017-02-09 $100.450

A security company. He is very positive on the fibre security market, but trying to pick names in this area without doing a lot of work is challenging. Earnings from a lot of these companies has been extremely variable. This is one of the names that you could own, because the firm is quite large and global in scope. You might also want to consider an ETF like PureFunds ISE Cyber Security (HACK-N), which would give you exposure to all the different names.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
HOLD DEO-N Diageo PLC Market Call Tonight (BNN TV) 2017-02-09 $114.210

A massive conglomerate. To him, it sits in the sweet spot of what he is looking for. A solid consumer staple and great brand recognition. Pays a decent dividend. It has had a good run, but he likes the prospects going forward. Not cheap, but the predictability of earnings continues to make this a Hold. He thinks it can trade up at $125-$130.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
COMMENT DIS-N Walt Disney Market Call Tonight (BNN TV) 2017-02-09 $109.490

One of the premier media companies globally. The management team is critical on this name. There is speculation that Bob Iger is going to be staying on past 2018. The real challenge has been ESPN. Thinks the worst days are now behind it, and you can trade it up into the $120-$130 level.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
DON'T BUY EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2017-02-09 $16.810

Most of the chatter on this is the Sobey’s position. It’s an OK business, but when you look at its competitors, both Metro and Loblaw’s, it is sort of a 3rd tier. An extremely cheap stock. The grocery market is a tough one and he would put Holds on all these names. They are really going to rely on food inflation, and he is positive on that side, but the competition is going to be very, very intense.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
SELL GE-N General Electric Market Call Tonight (BNN TV) 2017-02-09 $29.590

He is positive on the industrial space, but there are a lot better names you can own. Recommends you move from this and into the SPDR Industrial ETF (XLI-N) or something similar. This is a work in progress, but it is like moving a battleship.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN No View
HOLD GLEN-LN Glencore Market Call Tonight (BNN TV) 2017-02-09 $0.010

Had a near-death experience because of debt, and it took a change in commodity prices for it turn. If bullish on industrial commodities, this is one you could continue to own. Has a lot of hidden assets.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK JJG-N iPath DJ-AIG Grains Index Market Call Tonight (BNN TV) 2017-02-09 $29.960

(A Top Pick June 28/16. Down 10.16%.) The grains market has been under pressure. He picked this because it had 3 principal commodities, soybeans, wheat and corn. The soybean part of the trade worked out well, but the corn and wheat not so much.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN No View
HOLD KMI-N Kinder Morgan Inc. Market Call Tonight (BNN TV) 2017-02-09 $22.380

He would rate this a Hold, but it could go to a Buy. Generally, infrastructure pipeline plays are attractive businesses. They are less impacted by the commodity cycle. Trump is talking about putting in a tax policy that will allow for depreciation of assets in the 1st year. This would be an incredible offer. A lot of these firms will take that up and will expand quickly. Profitability and cash flow, etc. will really accelerate. He also has a really friendly market for energy with the new energy secretary who is going to try and reverse the whole EPA environmental issues.

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Unknown View
TOP PICK LAC-T Lithium Americas Corp Market Call Tonight (BNN TV) 2017-02-09 $1.000

Part owner of a brine called Cauchari in Argentina. A joint venture they have done with SQM, probably the best operator of lithium brines globally. They recently completed a financing, both equity and debt, and offtake arrangements with a Chinese and Thai company. It was quite speculative, but no longer thinks it is. Enterprise Value is around $460 million, but could be well north of $1 billion in 2-3 years. It should be in operation by 2019. (Analysts’ price target is $1.70.)

Jim McGovern GLOBAL EQUITIES & MACRO STRATEGIES UNKNOWN Yes View
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