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 Tonight (BNN TV) 2017-05-24 $0.020

Market. The big Canadian banks are reporting this week. Bank of Montréal (BMO-T) came out with its 2nd quarter numbers today and it was a miss. Their US business was the biggest drag and you could be concerned that the other banks affiliated with the US, will have the same problem. However, they all have different mixes by both geography and line of business. Toronto Dominion (TD-T) has a slightly different business mix, with more consumer lending exposure, as does the Royal Bank (RY-T). He is not expecting huge surprises from any of them. The market expectations are running pretty hot for at least 6 months, if not a 9 month extension by OPEC on the 1st cuts that they agreed to back in November.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-05-24 $0.020

Canadian fixed income with US raising interest rates? Interest rates are very, very low, so anyone seeking income are hard-pressed to find competitive income. fixed income serves a dual purpose in a portfolio. First and foremost, it has to be the bedrock and the bastion of capital preservation. Secondly, you use it to generate current income. You have to walk a narrow path, because a spike in interest rates will derail return on your profile. On the other hand, having poor credit risks will also create problems. His solution would be to own high-quality investment corporate credit and keep your duration in a 2-7 year timeframe.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN _N/A View
COMMENT AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-05-24 $26.190

Sold his holdings a few weeks ago. Ostensibly, they have a lot of good things going for it. They are producers of pulses, beans, lentils, things that are really on trend with health foods. Management has had a consistent failure of executing a plan to street expectations. Their latest quarter had a pretty severe profit warning.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
DON'T BUY APH-T Aphria Inc Market Call Tonight (BNN TV) 2017-05-24 $5.620

Not particularly comfortable investing in marijuana stocks. An investment has to have a margin of safety around it. The marijuana sector is just too unsettled right now. Also, who is to say that the tobacco industry doesn’t want a piece of the action? They have expertise in lobbying, distribution, marketing, branding, etc. Also, wouldn’t Short it as who knows what heights euphoria could take it?

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2017-05-24 $61.370

(A Top Pick Aug 29/16. Down 9%.) At that time, they were acquiring CFT Brands. The deal has been delayed until the 2nd quarter. This is a secular grower. They will ultimately get approval from the competition Bureau and the US authorities, and it will be accretive to earnings.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
SELL BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-05-24 $2.160

Something he would never have touched in the 1st place. It is weak competitively. They’ve not had a fresh order for their C series aircraft in over a year. Very highly leverage with about $10 billion of debt on the balance sheet, and only about $1 billion of EBITDA to support that. $2 is a pretty important support level. If that holds, it might be okay, but if it cracks it doesn’t look like there is much support all the way down to $1.60.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
PAST TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

(A Top Pick Aug 29/16. Up 27%.) This closed on a meaningful acquisition of Innovia in December, a manufacturer of polymer banknotes. Very profitable company and a long-term growth story.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-05-24 $303.110

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT CHP.UN-T Choice Properties REIT Market Call Tonight (BNN TV) 2017-05-24 $13.720

The anchor tenants, in a large majority of their properties is Loblaws. Where he might be a little more hesitant in a real estate investment trust that has mall-based retailers, it is quite unlikely that grocery shopping will have the same problems. This would be one of the safer REITs. He is quite constructive on equity markets, so has been moving away from REITs with a view that the economy is strengthening and interest rates moving higher. If you have to own a real estate investment trust, this is a reasonable choice, but he would recommend you don’t concentrate too much in REITs or bond proxies generally.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
TOP PICK GIB.A-T CGI Group (A) Market Call Tonight (BNN TV) 2017-05-24 $65.970

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2017-05-24 $8.990

A company that is rapidly unravelling. They are effectively operating without an executive management team. It’s not normal for a bank or a trust company to press release their deposit book every single day. They are doing that to try and shore up confidence in the business.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
COMMENT MFI-T Maple Leaf Foods Market Call Tonight (BNN TV) 2017-05-24 $34.580

A large meat processor. This has been evolving since about 2011. An activist investor got involved, and agitated for major changes, which they undertook. Went through a very aggressive 5-year build where they modernized their whole plant network. The modern equipment and machinery has lowered operating costs. Also, they’ve renovated their product architectures. Instead of just being a bulk processor, they’ve moved into some upmarket and higher margin segments.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Unknown View
PAST TOP PICK MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-05-24 $60.110

(A Top Pick Aug 29/16. Up 16%.) The stock faded a little on fears of the auto cycle plateauing. Investors may have forgotten that this is not just a North American auto parts Company, they have a great platform in Europe, as well as growing in Asia. They recently just reported a great quarter. He continues to like this.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
TOP PICK NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-05-24 $55.840

Just announced a $51 million contract from the Transportation Authority of Santa Clara. They manufacture public transit buses and luxury motor coaches, and are the dominant player in what is effectively an oligopoly. This is a backdoor play on the US as most of their revenue comes from state and local transit authorities. Dividend yield of 1.7%. (Analysts’ price target is $63.00.)

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
COMMENT SAP-T Saputo Inc. Market Call Tonight (BNN TV) 2017-05-24 $43.640

A very predictable, stable and mature business. Historically, management has been pretty good at finding acquisitions to shore up any gaps in growth rates. A name that always looks expensive, but people are very reluctant to part with their shares. He is pretty comfortable with the business model. Sees better growth prospects in the consumer staples sector. You could be reasonably comfortable with this stock.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
BUY SHOP-T Shopify Inc. Market Call Tonight (BNN TV) 2017-05-24 $122.300

On conventional valuation metrics, this looks expensive. There are no earnings, the EBITDA is negligible. Even on next year’s forecast, there is only $.14 or so of earnings and about $14 million of EBITDA. However, this is not a conventional company, it’s a company that is growing its top line at 90% to 100% a year. They have a dominant position in their sector.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN Yes View
BUY on WEAKNESS STN-T Stantec Inc Market Call Tonight (BNN TV) 2017-05-24 $31.240

There had been a huge, huge spike in all of the engineering/construction companies when Trump came out with all his plans on infrastructure spending. When it became questionable as to how much of this pro-growth agenda was going to be enacted, these stocks started to fall off. This company is a good acquirer and has pretty good management. Any pullback would probably be a reasonable entry.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT SW-T Sierra Wireless Market Call Tonight (BNN TV) 2017-05-24 $36.290

This company reinvented itself a number of times over the years. They are a technology hardware manufacturer. This is best summed up by calling them an “Internet of things”, for all kinds of devices. From a long-term perspective, it is subject to the vagaries of the product cycle and technological obsolescence. He doesn’t care for the volatility and prefers others.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
COMMENT TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-05-24 $24.850

A large producer of bulk commodities and base metals. He is not bullish on the base metals, etc. China has been the incremental buyer in a lot of these commodities over the last 10-15 years. Feels Chinese growth is slowing. He is not particularly optimistic on the stock.

Brian Madden CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION UNKNOWN No View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-05-12 $0.020

Cannabis. If this were a baseball game, he would say we were in the 6th inning of a bear market in cannabis stocks. They made all-time highs on November 16, so we have a few more months of downside. Thinks purchase prices for consumers are going to be high, as the government will want to protect the youth. Expects we are going to have a bad day for these stocks coming up.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-06 $0.020

Markets.  He was bearish last time about Cannabis.  These stocks have been going down 11 weeks in a row.  Cannabis will continue to be a business unto itself.  He is looking for a bottom on the stocks.  See his Top Picks.  He likes the infrastructure associated with the business.  Some jurisdictions may not allow you to walk down the street smoking up. It Is up to the local municipality as to what they will allow in terms of smoking. 5 or 10 years from now distribution will be key.  We have a free market approach to the supply but when we go to sell the stuff, we are going to say where, how much and what the price is.  He does not know how this will kick back on us.  He does not think mail order will work.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-07-06 $0.020

Pharma is facing one of the biggest homeopathic medicines in the world.  But they will not buy out a Cannabis company unless they can patent something that is much better.  You should wait and see if this business is profitable. 

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH _N/A View
WATCH ABCN-X ABcann Global Corp. Market Call (BNN TV) 2017-07-06 $0.890

It does look interesting.  They have an expansion plan.  He thinks the caller might be onto something.  He would not run out and buy it because the valuation is still $150 Million.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
WATCH ACB-T Aurora Cannabis Market Call (BNN TV) 2017-07-06 $2.140

A lot of the valuation will depend on whether they execute at their new facility.  He is warming up a bit to them.  They bought a company in Germany and they are also getting into hemp.  They are working with radiant technologies to see if their extracts plant can be used with cannabis. 

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT AFN-T Ag Growth International Inc Market Call (BNN TV) 2017-05-12 $58.820

This has a new CEO, who is an acquisitions expert. He thinks this stock is getting to the point where you have to ask, how much money can they make from these things. They are now going into fertilizer storage. He thinks $60 will be a good price for the stock. Doesn’t think they are covering the dividend, so be careful. It is a competitive business. A risky business for low returns.

$60 Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-05-12 $25.310

The chart shows this is going down, which he likes. He wants to buy something that is cheap. India is the biggest consumer of lentils and chickpeas, and these things are growing in value.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
HOLD AGU-T Agrium Market Call (BNN TV) 2017-07-06 $117.250

He previously recommended holding it.  Fertilizer prices have been in the doldrums.  Fertilizer plays often follow corn prices.  There is no sign of a drought.  He has always loved the company on the retail side.  There will be some remedies in the merger with POT-T and you get a good yield while you wait.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-05-12 $11.330

This only has one refinery, but it is smack dab in the Permian Basin, the epicenter of growing production. Drilling rigs use diesel, so they are getting great prices. His target on this is $15. Dividend yield of 7%. (Analysts’ price target is $11.50.)

$15 Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Yes View
PAST TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-07-06 $10.580

(Top Pick May 12/17, Down 1.28%) Electric cars will be a lot like tobacco and gas cars are not disappearing immediately.  When it bottoms he is going to buy it back.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH No View
TOP PICK ALDW-N Alon USA Partners Market Call (BNN TV) 2017-07-06 $10.580

There has been a bid for the general partner and they may take out the company.  You may get a 10% pre-tax withholding tax if you are not American.  (Analysts’ target: $12.00).

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH No View
COMMENT APH-T Aphria Inc Market Call (BNN TV) 2017-05-12 $5.900

A great facility in the making. They have 1,000,000 ft.². It is engineered so that marijuana can be grown, processed and packaged by itself. They had flat sales, because January and February were grey. Doubling their space, and by August they will be producing and selling twice as much product.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
WAIT APH-T Aphria Inc Market Call (BNN TV) 2017-07-06 $5.280

They report on July 12th before they harvest any of the expansion plants.  The July 22’nd reverse takeover is a big thing for them and is their growth platform for the US.  They know how to grow Cannabis.  Don’t rush out to buy it until we get the quarter over with.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT CBW-X Cannabis Wheaton Income Market Call (BNN TV) 2017-05-12 $1.220

Just announced 14 new streaming partners. The problem is that crops are inherently risky, and degrade with time. The companies are not approved, so where is the company going to get the finance to invest in desperate pre-approvals? The number of square feet of cannabis growth is going up. The problem is valuation.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
TOP PICK CF-T Canaccord Financial Inc Market Call (BNN TV) 2017-07-06 $5.580

They are a top underwriter for the cannabis industry.  They combined with Genuity and are now a full fledge multi-industry service investment firm.  Not too many people paid attention at their earnings announcement.  They are about to buy a UK wealth manager.  He expects over a $1 a share in earnings.  He has been buying more.  (Analysts’ target: $6.50).

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Yes View
BUY on WEAKNESS CMED-T CanniMed Therapeutics Market Call (BNN TV) 2017-05-12 $10.020

This has a good advantage in that they have already expanded, and have 7000 kg per year capacity of dried bud, whereas others are planning that. They can go from sales level of about a tenth of that, to a higher level very quickly. Pesticides and contaminants are a big issue, and this company has pharmaceutical grade manufacturing at their Saskatoon facility of 97,000 ft.². They also have a facility in Michigan. They’ve been doing this for a long time. He likes medical more than recreational. He would wait for a lower price.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
WATCH EAT-CN Nutritional High International Market Call (BNN TV) 2017-07-06 $0.000

He can’t seem to get answers from them to a couple of key questions.  They reported a quarter with no revenue yet say they are one of the biggest Marijuana infused product producers. He wants to know when they are going to be a producer. 

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
SPECULATIVE BUY EMH-X Emerald Health Therapeutics Inc Market Call (BNN TV) 2017-07-06 $1.180

They have been enormously volatile.  It is back down to $1.17 and looks enticing.  They have good science, but this deal has him concerned because the greenhouses were used for vegetables.  They are often treated with substances that Health Canada may not approve of and they may not allow the conversion of the green houses.  Texas is not a friendly jurisdiction.  You might make money in this stock.  He is  warm on this deal.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
BUY FIRE-X Supreme Pharmaceuticals Inc Market Call (BNN TV) 2017-07-06 $1.120

Just got its sales license.  They have a dried bud business model.  Management are smart and are holding back on spending their capital.  It is interesting and he likes that they are not making wild expansion plans.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT HMMJ-T Horizon's Medical Marijuana Market Call (BNN TV) 2017-05-12 $9.490

An ETF is a natural to diversify the business risks such as crop failures. One problem is that this has 4 components that are not Canadian LPs. They have a fertilizer company which focuses on marijuana growing. They also have 3 cannabinoid research companies. You really have to follow these 4 companies, as they represent almost 40% of the ETF. He is leery of this ETF, and it is below the issue price.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT HMMJ-T Horizon's Medical Marijuana Market Call (BNN TV) 2017-07-06 $8.430

He noticed the ETF dropped the six smaller names they owned.  They are just sticking to the top ten names.  They are being very actively passive in management of the fund.  6 of the remaining names are Canadian. 

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
TOP PICK ICC-X ICC International Cannabis Corp. Market Call (BNN TV) 2017-07-06 $1.120

They did an RTO in December.  They are one of two in their South American country.  They bought a large inventory in help seeds.  It is used in pain and inflammation reduction.   (Analysts’ target: $2.10).

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Yes View
COMMENT LEAF-T MedReleaf Corp. Market Call (BNN TV) 2017-07-06 $7.970

They are the forth of the top names.  The company seems to be a game changer in terms of production per square foot with an indoor grow.  He does not know how many patients they have, which some companies do disclose.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
WATCH LXX-CN Lexaria Bioscience Corp Market Call (BNN TV) 2017-07-06 $0.380

Edible Markets.  He researched the patent and it was created by two ladies in Florida.  It was for a tea.  He wants to know how it will work.  CBD oil mixed with fats won’t get past the liver to the blood stream.  He thinks there is a lot of upside in the edibles market but he wants to see few competitors otherwise they will not make much money.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT MGW-X Maple Leaf Green World Market Call (BNN TV) 2017-05-12 $0.510

He likes the CEO. This company went from biofuels to raising canola seeds in Mongolia, and now have a tree nursery in BC, and turning it into a marijuana facility. The key is that they have gone into Nevada and San Diego. However, San Diego just ruled against marijuana. A speculative stock in that they have very little in the way of revenues. Feels that penny stocks are just a flyer.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
COMMENT MJN-X Cronos Group Inc Market Call (BNN TV) 2017-05-12 $2.340

This has a couple of interesting aspects. They have great genetics, and genetics are really important. If you are going to go recreational, you need a marijuana seed that produces a high quality product. They just doubled their 15,000 ft.² facility and will have a big expansion on their property. He likes this company.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
PARTIAL BUY MJN-X Cronos Group Inc Market Call (BNN TV) 2017-07-06 $1.790

They just broke ground on the largest indoor grow facility.  They have genetics that are superlative.  They are not selling their seeds.  He expects them to be a big recreational competitor.  First Nations may represent a huge opportunity for Marijuana.  It seems to be bottoming out here, but he would be cautious.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
TOP PICK PBF-N PBF Energy Market Call (BNN TV) 2017-05-12 $22.180

A midsized refiner. He likes contrarian situations. People think there is too much gasoline. Tesla’s are going to be all over the place, self driving cars, etc. Why do we need oil? Most of the world is not that advanced. This company has almost doubled the amount of refinery throughput. They have 5 refineries after buying 2 from Exxon on the cheap, so they now have Tidewater access. Gasoline has gone up 300 million barrels of consumption in the last 3 years. The stock is probably worth $30. Dividend yield of 5.3%. (Analysts’ price target is $25.)

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Yes View
PAST TOP PICK PBF-N PBF Energy Market Call (BNN TV) 2017-07-06 $21.400

(Top Pick May 12/17, Down 1.35%) Refineries have this volatility.  He got nervous and dumped it and then it went back up.  He is still a believer.  He never stopped liking the stock.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH No View
COMMENT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-05-12 $22.370

Is the merger with Agrium going to be accretive? The fundamentals are poor for fertilizers, and he continues to be bearish on the sector. Potash is lucky to get them to take them over as the potash industry is facing big expansions, even though more potash is being sold globally.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
SPECULATIVE BUY TGIF-CN Friday Night Inc. Market Call (BNN TV) 2017-07-06 $0.210

There is a lot of hoopla about Cannibals going recreational early.  An injunction was thrown out.  They have a license.  It won’t be long before competition comes in.  He would not run out to buy this now. 

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
TOP PICK TWTR-N Twitter, Inc Market Call (BNN TV) 2017-05-12 $18.610

This has some bad actors on it, but everybody knows it. They only charge $20 a year for a premium service that generates $3.6 billion in revenues. (Analysts’ price target is $15.)

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN No View
PAST TOP PICK TWTR-N Twitter, Inc Market Call (BNN TV) 2017-07-06 $17.920

(Top Pick May 12/17, Down 1.55%)  He believes they have the franchise that Linked-In has.  He is waiting before buying.  It is a 2-3 year hold.

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH No View
COMMENT WEED-T Canopy Growth Corp. Market Call (BNN TV) 2017-05-12 $8.140

He was bullish on this before the US election, and it did well. Since then it has dropped quite a bit. This company is going to be a survivor. They are doing an online mail order. Instead of paying a retailer a big margin, they are going direct to customers with mail orders.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
WAIT WEED-T Canopy Growth Corp. Market Call (BNN TV) 2017-07-06 $7.890

One of the first out of the blocks.  They built a diversified portfolio of production facilities.  You don’t need to rush out and buy this one.  You need to know how they get shelf space for their product.  18 million packages would have to get shipped in order to make mail order work. 

Chris Damas Cannabis, Agriculture & Fertilizer BEARISH Unknown View
COMMENT WMD-X WeedMD Inc Market Call (BNN TV) 2017-05-12 $0.960

Haven’t got their sales license yet. They leased an old Imperial Tobacco property in Aylmer. All these stocks are trading on very high valuation, so he would be careful.

Chris Damas Cannabis, Agriculture & Fertilizer UNKNOWN Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-04-20 $0.020

A stock or ETF for European exposure? If making an entry into a market where you have never been before, an ETF is a good way to do it. You get good diversification across countries and across sectors. Everyone assumes Canadian ETFs are all cheap and are all going to give diversification. That is not necessarily so. He’s been buying into Europe through a US listed ETF. (See Top Picks.)

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN _N/A View
PAST TOP PICK AAPL-Q Apple Market Call Tonight (BNN TV) 2017-04-20 $142.440

(A Top Pick Dec 23/16. Up 23%.) This has been a great buy. Has reduced his holdings, because the catalysts he was looking for hasn’t happened yet. Two of them were related tax reforms, particularly the possible repeat duration of offshore funds. He is also hearing of delays of iPhone 8. He still likes this. Still at a reasonable valuation.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
COMMENT AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2017-04-20 $6.560

A sector that sold off a few years ago, as people were thinking that with less manufacturing there was less industry. Since then we have had a major change in how people shop. There is a lot of online shopping, and this company’s holdings have become hubs for a lot of storage for businesses. One of the leaders in this space, and probably one of the best names in the industrial space.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Unknown View
PAST TOP PICK ABBV-N AbbVie Inc. Market Call Tonight (BNN TV) 2017-04-20 $63.780

(A Top Pick Dec 23/16. Up 4%.) A one trick pony with their drug Humira. Valuation is quite reasonable and is going to be 12-13X projected earnings. A lot of that is based on sales of Humira, a life altering drug, which accounts for over 60% of their revenues. Made 2 very large acquisitions in the past few years, and we are starting to see some of those drugs in the pipeline getting approved.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
BUY BAC-N Bank of America Market Call Tonight (BNN TV) 2017-04-20 $23.070

One of the best names in the US. A very diversified base. There is talk of reducing the Frank-Dodd effect which would be helpful to the sector. Also, rising interest rates will be helpful to them. He is expecting a lot more growth on their loan activity. If you are going to have one name in the US, this is the one.

Lorne Zeiler DIVIDEND STOCKS AND MACRO STRATEGIES UNKNOWN Yes View
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