Table View - Opinions in Detail
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Opinions Table


Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions Expert Program Topic Own or Relationship Actions
  
BUY on WEAKNESS
WCP-T Whitecap Resources Market Call (BNN TV) 2018-08-13 $8.400

39% debt to equity.  They have long life assets.  Pay a monthly dividend.  This could be an interesting story.  Book value is $7.79. Would be a buy at less than $8.00

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
WAIT
CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2018-08-13 $8.210

It is very cheap.  New management team is trying to rebuild their credibility because of executive compensation and stock issues.   Below $8.00 is a buy.  Book value is $16.32.  Is on their coverage list.  Has a 1 year target of $16.00.  He would not be a seller of this stock if you currently own it.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
DON'T BUY
LXE-X Leucrotta Exploration Inc. Market Call (BNN TV) 2018-08-13 $1.890

Met with management within the last month.  He likes the management team and likes the land spread.  He likes the story but is waiting for a more appropriate time if the stock became a bargain.  He has other names that are more interesting at this time.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
BUY
SGY-T Surge Energy Inc Market Call (BNN TV) 2018-08-13 $2.250

He likes it and is on their coverage list.  It is trading significantly below book value.  It is a very cheap stock.  Book value is $3.32.  This stock is a definite buy under $2.00.  He has a 1 year target of $ 3.70 and a 3-5 year target of $8.00.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
BUY on WEAKNESS
PONY-T Painted Pony Energy Market Call (BNN TV) 2018-08-13 $2.670

Their debt is not a problem. Book value is $6.47.  Would be a buy if the stock price went to the low $2.00 range.  This is a stock you want to own for the long term.  When gas comes back into favour, Painted Pony is one of the go to names. 

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
BUY on WEAKNESS
TCW-T Trican Well Service Ltd. Market Call (BNN TV) 2018-08-13 $2.950

Very cheap, trading below book value. They are using their excess cash to buy back stock.  As the fracking business picks up, this stock will benefit.  This stock has a lot of upside.   He has a 1 year target of $6.00 and a 3-5 year target of $12.00.  A very attractive buy below $3.00.  

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
TOP PICK
SDX-X SDX Energy Inc Market Call (BNN TV) 2018-08-13 $0.950

They are adding production over the next 2 quarters from discoveries already made. While the stock has tripled, production has gone up 5-6 times. He has a 1 year target of $2.00 and a 3-5 year target of $5.00. (Analysts’ price target is $ 1.36)

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Yes View
TOP PICK
TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2018-08-13 $1.730

Ensign Energy has a takeover bid on Trinidad.  Ensign is trying to consolidate this business.  The current offer is $1.68 which is less than what it is trading at today.  He believes they have to come up with a much improved cash offer.  Trinidad could consolidate this business on their own.  Book value of Trinidad is $ 4.63.  Why would you let your company go for less than book value?  He doesn’t think the deal will happen.  (Analysts’ price target is $ 2.50)

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Yes View
TOP PICK
CASH CASH Market Call (BNN TV) 2018-08-13 $0.010

People should do their homework and find the companies they like.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Yes View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-08-13 $0.020

The strengthening US dollar this time of year usually weakens, but recently it has popped due to Turkey. Seasonally, there's always something this time of year that happens to hit the market, in this case Turkey. We see lower volumes this time of year. The put-call ratio now is really high. He sees the US dollar weakening a bit. Conditions are ripe for markets like the TSX to keep going, but the US midterms could pressure them. We may pause in October before a rally. The conditions, in general, are good for a rally.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
COMMENT
EMA-T Emera Inc Market Call Tonight (BNN TV) 2018-08-13 $40.140

It should be rising this time of year. It's just returned to the February low of $40. Now is a good risk-reward entry point. Seasonality is supposed to start in early-July. If it falls below $40, then it's showing weakness, which is due to rising interest rates. Generally, Canadian utilities are underperforming vs. US utilities.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
BUY
KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2018-08-13 $9.360

It should be rising now. It's had a great run since Februry, though it's seen recent weak momentum. It should hold around $9. Well-run company. The US dollar will have a strong influence in the energy sector. Hang onto it or buy around $9.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
BUY
PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2018-08-13 $46.180

Pipelines look good. Pembina has had a nice upward trend since last fall. It's breaking out to new highs and looks good. Peers are also faring well, like Altagas.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
HOLD
GC-T Great Canadian Gaming Corp Market Call Tonight (BNN TV) 2018-08-13 $46.290

It had a big spike in the spring above $50. Right now, it's around $45. With the next earnings report, this could go either way, up or down. This stock could test the range of $38-44. It's volatile. Hold if you're long term. He expects this to test $44.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
PAST TOP PICK
TD-T Toronto Dominion Market Call Tonight (BNN TV) 2018-08-13 $77.510

(Past Top Pick on Sept 21, 2017, Up 16%) He took some profits. A great name wth a great chart. He swapped it out for BMO in December. Still likes TD. The issue with the banks in general is how much runway do they have left (in the housing market).

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
PAST TOP PICK
IBB-Q iShares Nasdaq BioTech ETF Market Call Tonight (BNN TV) 2018-08-13 $116.560

(Past Top Pick on Sept 21, 2017, Up 6%) Has enjoyed a nice trend though it fell to $105 (in April) which is a test level. It's volatile, but every portfolio must hold biotech, which is what this ETF carries.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
BUY
BYD.UN-T Boyd Group Income Fund Market Call Tonight (BNN TV) 2018-08-13 $124.190

A fantasatic chart. Nice positve action. Up 6% today. A quality name. Well-run. He really likes it.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
PAST TOP PICK
XBM-T iShares S&P/TSX Gb Base Metals Market Call Tonight (BNN TV) 2018-08-13 $13.110

(Past Top Pick on Sept 21, 2017, Up 6%) We're currently at the trend line, and it's getting hit now with U.S. trade issues. So, if there's positive news about U.S. trade, this will shoot up. He bought this at $11.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
COMMENT
PD-T Precision Drilling Market Call Tonight (BNN TV) 2018-08-13 $4.820

Oil services stocks have suffered, but it's had an uptrend for the past 12 months. It's likely it'll hold at current levels and could rise above $5.40. The sector should move up.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
COMMENT
DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2018-08-13 $46.470

He likes it long-term. Recent basing right below $50 is good. But he's being patient with this and watching it. If it breaks below $45, he'd be worried, but this entire sector should perform well in August.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
HOLD
VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2018-08-13 $41.590

It''s been testing lows lately and been choppy the whole year. It's positve that we're now in the low-$40's. A pop in the US dollar will increase this. Ride this out until the whole energy sector sees a resolution.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
DON'T BUY
COTY-N Coty Inc. Market Call Tonight (BNN TV) 2018-08-13 $11.730

Been in a downturn since May. They should be doing well, because it's a consumer defensive, which is a sector performing well in the States. But Coty has not. Look elsewhere in this sector.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-08-13 $0.020

When will gold and silver finally go up? We're supposed to have strong seasonality starting at the end of last year, but it's been falling. Instead of watching gold price, see how the gold producers act. You have to look at the U.S. dollar. Silver is much more volatile. It's also a leading indicator for gold. If silver sees a run-up, then gold will as well. Again, for silver, look at the producers and the U.S. dollar.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
HOLD
LB-T Laurentian Bank Market Call Tonight (BNN TV) 2018-08-13 $46.880

It's dropped from $58 to $47 since last fall. Hold onto it at current levels. Good technical profile and risk-to-reward. Among financials, though, he prefers BMO and Fairfax.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
COMMENT
MAXR-T Maxar Technologies Market Call Tonight (BNN TV) 2018-08-13 $48.860

He's been watching it since it's broken down since the spring. It's bottoming now, partly due to a short report last week. Lately, it's been clustering around $46.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
DON'T BUY
ING-N ING Groep NV Market Call Tonight (BNN TV) 2018-08-13 $13.390

It's fallen since the winter. Hang your hat around $13-15. That said, you can find a better financial name elsewhere. If this falls anouther dollar, it'll like fall to $9.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
TOP PICK
EXE-T Extendicare Inc Market Call Tonight (BNN TV) 2018-08-13 $7.780

It's been beaten up, but the technicals look really good. It's broken a downtrend. Everything is lined up from a fundamental and technical perspective. If it breaks $8, then it should have no resistence to reach $10. Nice dividend above 6%. (Analysts' price target: $8.83)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
TOP PICK
OTEX-T Open Text Market Call Tonight (BNN TV) 2018-08-13 $51.250

An overlooked Canadian tech company. Fantastic blaance sheet. There's organic growth through acqusitions. They've been on the bad side of shorts. Can be volatile, but steady when the market is forthy. Has recommend it before. (Analysts' price target: $58.07)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
TOP PICK
UNH-N UnitedHealth Group Inc Market Call Tonight (BNN TV) 2018-08-13 $260.910

Healthcare is in a secular bull market. Fantastsic trend upwards over the past year. Executing well. (Analysts' price target: $280.23)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
COMMENT
KFS-T Kingsway Financial Services Market Call Tonight (BNN TV) 2018-08-13 $4.130

The $4 level is significant. It'll be a fight to rise to $4. Yes, their insider buying is a good sign, but expect volatility here. To average in, look at the $2.63 level.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
COMMENT
A Commentary A Comment -- General Comments From an Expert Berman's Call 2018-08-13 $0.020

Market. Problems in Turkey causing flight to safe havens? Turkey has devalued 10-15% a year since 1990. Have to think we’re getting to global systemic credit risk. This is a big issue. So the US markets are gaining money flows, but this doesn’t mean it’s good. When US dollar gets stronger, there’s systemic risk to EM. Turkey is rolling over big time. The TUR ETF tracks Turkey, and it’s at same levels as at bottom of 2009 crisis. At some point it might look interesting, but not yet. EUFN tracks the European banks, and has been a range trade since 2009. We’re coming back to that level before things turn around. Markets are too complacent.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Berman's Call 2018-08-13 $0.020

Time to move to cash? He can’t just say yes, because it depends on what’s appropriate for you. What if you’re wrong, and equity markets continue to rise another 25%? Still, he’s been playing defensively for 2 years now. Can still use ETFs to get yield and grow your portfolio, but take on a lot less risk. Have some cash, avoid the bigger risks, and look to buy safe havens like gold that are selling off now.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs _N/A View
COMMENT
ZWC-T BMO Canadian High Dividend Covered Call ETF Berman's Call 2018-08-13 $19.430

ZWC vs. ZWE vs. ZWU. ZWC has a lot of the good dividend payers with a covered call overlay. ZWU is lower risk than ZWC, as it doesn’t have exposure to energy and financials. If interest rates go up in a big way, ZWU will underperform, and could easily go down 3-5%. The dividends for these are safe. ZWU is attractive from a defensive standpoint. ZWE has exposure to the 3 biggest country markets, very few financials, a currency hedge, little Italy exposure. It could fall 5-7% in the next months, and then it would be a pretty decent buy.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs Unknown View
COMMENT
ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Berman's Call 2018-08-13 $21.090

ZWC vs. ZWE vs. ZWU. ZWC has a lot of the good dividend payers with a covered call overlay. ZWU is lower risk than ZWC, as it doesn’t have exposure to energy and financials. If interest rates go up in a big way, ZWU will underperform, and could easily go down 3-5%. The dividends for these are safe. ZWU is attractive from a defensive standpoint. ZWE has exposure to the 3 biggest country markets, very few financials, a currency hedge, little Italy exposure. It could fall 5-7% in the next months, and then it would be a pretty decent buy.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs Unknown View
COMMENT
ZWU-T BMO Covered Call Utilities ETF Berman's Call 2018-08-13 $12.855

ZWC vs. ZWE vs. ZWU. ZWC has a lot of the good dividend payers with a covered call overlay. ZWU is lower risk than ZWC, as it doesn’t have exposure to energy and financials. If interest rates go up in a big way, ZWU will underperform, and could easily go down 3-5%. The dividends for these are safe. ZWU is attractive from a defensive standpoint. ZWE has exposure to the 3 biggest country markets, very few financials, a currency hedge, little Italy exposure. It could fall 5-7% in the next months, and then it would be a pretty decent buy. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs Unknown View
COMMENT
VUG-T Vanguard Growth ETF Berman's Call 2018-08-13 $0.000

VUG or S&P 500? Late in the investment cycle, growth stocks keep going up, but then very late in the cycle, you want to go into value. In 2000-2, growth underperformed, and value went up. Going to see a similar rotation into value over next 2 years. Underweight growth for the next couple of years, and overweight value. Almost certain recession in next 2 years, and growth always underperforms.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs Unknown View
COMMENT
FTN-T Financial 15 Split Corp Berman's Call 2018-08-13 $10.190

Look at risk events. How will this perform in a stress environment? In 2006, this ETF had a nasty drawdown, almost 30-40%. During a recession, would expect similar behaviour. Could be OK for next 6 months.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs Unknown View
WAIT
ING-N ING Groep NV Berman's Call 2018-08-13 $13.390

Wouldn’t touch it yet. Around Brexit lows, around $10, could make a case that there’s some value. You want to see the downward trend end or stabilize, and we’re not there yet.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs Unknown View
COMMENT
A Commentary A Comment -- General Comments From an Expert Berman's Call 2018-08-13 $0.020

VIX volatility based ETFs. Problem with volatility futures is you have to be nimble like a brain surgeon. Or you could lose 5-10% a month. Would recommend shifting to more defensive holdings like ZPW to preserve capital. Gives you insulation on the downside, plus some yield. For the average investor, stay away from the VIX based ETFs.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs _N/A View
COMMENT
ZPW-T BMO US Put Write ETF. Berman's Call 2018-08-13 $18.370

VIX volatility based ETFs. Problem with volatility futures is you have to be nimble like a brain surgeon. Or you could lose 5-10% a month. Would recommend shifting to more defensive holdings like ZPW to preserve capital. Gives you insulation on the downside, plus some yield. For the average investor, stay away from the VIX based ETFs.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs Unknown View
COMMENT
A Commentary A Comment -- General Comments From an Expert Berman's Call 2018-08-13 $0.020

Educational segment. NAFTA and the Canadian dollar. Looks like US wants a bilateral trade agreement. Thinks there will be a deal with Mexico before November. If Canada doesn’t take a deal, that adds to uncertainty. Trump will put the screws to us, and not sure there’s a lot we can do about it. A tariff changes supply and demand, and forces up the US dollar. When Trump got elected, he talked the dollar down. But once he started tariffs, the US dollar went on a tear, which is likely to continue. For the Canadian dollar, it’s been getting weaker since 2012. Around 1.38 (or 72.5 cents) is the downside risk for the Canadian dollar, wherever NAFTA ultimately gets settled. Energy will underperform, and Canada along with it. Doesn’t see it getting much weaker than that unless Trudeau government completely botches the trade negotiations.

Larry Berman CFA, CMT, CTA NORTH AMERICAN & ETFs _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-08-13 $0.020

Oil. Still cautious on price of oil. Still thinks oil will go under $60 after the summer driving season. Demand normally peaks twice a year, the winter months, and the summer driving season. With OPEC increase in production, and US production growth, should see inventory build up in the fall months. He believes price should breach $60 in September or October.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-08-13 $0.020

Natural Gas. Is bullish on natural gas. Storage is not building because of strong air conditioning season in both US and Canada. May see build up of inventory before winter however expects to see price increases when winter breaks with first cold snap. He expects companies may start hedging prices this fall. Very bullish for Nat gas going into 2022 and beyond if LNG Canada gets approved. He sees us going from excess to shortage.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS _N/A View
BUY on WEAKNESS
BNP-T Bonavista Energy Corp Market Call (BNN TV) 2018-08-13 $1.460

Really likes this company. Is ridiculously cheap. They had very good 2nd quarter results. He does not think their debt is a problem. This company will survive and will throw off tremendous amounts of cash. He recommends buying it on weakness.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Yes View
WAIT
BBI-X Blackbird Energy Inc Market Call (BNN TV) 2018-08-13 $0.340

He likes the story. It is on his coverage list but not buy list yet. Will see its growth in 2nd quarter of calendar 2019 as their facility is being built to ramp up production. Has a 1 year target of $0.72 and $2.00 in 3-5 years time.  Management team has done well with a large land spread and massive amount of drilling opportunity.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
BUY on WEAKNESS
CR-T Crew Energy Inc. Market Call (BNN TV) 2018-08-13 $2.030

He likes it and owns it.  Book value of $5.74.  Balance sheet is in good shape.  Sees tremendous upside if price of Nat gas goes up as he predicts.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Yes View
BUY on WEAKNESS
CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2018-08-13 $45.290

Canadian Natural Resources (CNQ-T)  vs Suncor (SU-T). Both are trophy stories of Canada. CNQ is in 2 businesses and Suncor is in 3 businesses. CNQ is in the oilsands.  Suncor is in the oilsands plus the production side, and the refining business. Both are generating free cash flow.  CNQ is looking at expansion in their Horizon project. Suncor has been increasing dividends and buying back stock.  On weakness on either, both would be great to own.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Unknown View
COMMENT
SU-T Suncor Energy Inc Market Call (BNN TV) 2018-08-13 $53.160

Canadian Natural Resources (CNQ-T)  vs Suncor (SU-T). Both are trophy stories of Canada.  CNQ is in 2 businesses and Suncor is in 3 businesses.  CNQ is in the oilsands.  Suncor is in the oilsands plus the production side, and the refining business.  Both are generating free cash flow.  CNQ is looking at expansion in their Horizon project.  Suncor has been increasing dividends and buying back stock.  On weakness on either, both would be great to own.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Unknown View
BUY
BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2018-08-13 $1.180

This has been beaten up along with a lot of the small cap Nat gas companies. The company is viable; they are generating cash flow, and paying down debt.  He sees it going to $7.00 if he is correct on a $3.00 Nat gas price, and a $20.00 target in 3-5 years

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Yes View
PAST TOP PICK
ESN-T Essential Energy Services Ltd. Market Call (BNN TV) 2018-08-13 $0.520

(A top pick September 18/17, down 11%). Is Canada’s largest coil tubing company needed for drilling and fracking. Very good numbers in 2nd quarter. Book value is $1.15. Has a 1 year target of $1.20 and a 3-5 year target of $5.00. These stocks are totally ignored.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
PAST TOP PICK
GTE-T Gran Tierra Energy Inc. Market Call (BNN TV) 2018-08-13 $4.200

(A top pick September 18/17, up 65%) The company has done a fabulous job. They are in Columbia.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
PAST TOP PICK
CASH CASH Market Call (BNN TV) 2018-08-13 $0.010

He was talking defensively then.  A lot of stocks have not done well and many gassy stocks have been pummelled.  

Josef Schachter ENERGY & ENERGY SERVICE STOCKS _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-08-13 $0.020

Will a Natural Gas plant be built? He believes it will be built. Will have a decision in November. Almost everybody in the Nat gas sector in western Canada will benefit from this project. Question remains how long it will take to build. Will be a big job creator and a big tax beneficiary for the people of BC.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS _N/A View
WAIT
STEP-T STEP Energy Services Market Call (BNN TV) 2018-08-13 $8.130

He  started coverage on this last month.  He likes the company and management.  They bought Tucker in the US.  Book value is $7.63 and would be a very attractive buy if it gets close to book value.  He has a 1 year target of $15.00 and a 3-5 year target of $30.00.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
BUY
BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2018-08-13 $4.930

He likes the company. He has a $9.00 1 year target and book value is $6.42. He has a $15.00 target for 3-5 years.  

Josef Schachter ENERGY & ENERGY SERVICE STOCKS Yes View
DON'T BUY
PD-T Precision Drilling Market Call (BNN TV) 2018-08-13 $4.820

Is the  largest driller in Canada.  Did very well in Q2 in US, but less so in Canada.  Debt has gone up, so they have some balance sheet concerns.  Has other names in this sector that may be better with higher growth potential and less balance sheet concerns.

Josef Schachter ENERGY & ENERGY SERVICE STOCKS No View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-08-10 $0.020

Market. It has been a frustrating year for Canadian small caps this year.  Canada Goose and Shopify has helped to create some new interest.  Cannabis stocks are something they have invested in, but they see the valuations as stretched.  TRST-T is their largest holding in the space.  The Saudi issues with Canada are not expected to be that big of a concern.  The market was weak on Tuesday and he thinks that was selling by the Saudi’s before the announcement went public.  The success of the US market indices has emboldened President Trump to continue to press his international trade and tariff policy.    

Mike Archibald CANADIAN SMALL & MIDCAPS _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-08-10 $0.020

Energy Sector. They are slightly overweight into energy, holding 25% of their portfolio in that space – particularly into E&P and service companies although the pipeline companies are attracting their attention now.  Canadian energy has been undervalued by the market.  He thinks the recent drop in WTI prices has tested the market, but the Canadian market has held its value reasonably well.  The supply/demand balance looks favorable as Iranian volumes may soon decline.  He thinks $65-$80 for WTI is likely going forward and this is favorable to Canadian holdings.   

Mike Archibald CANADIAN SMALL & MIDCAPS _N/A View
COMMENT
DOL-T Dollarama Inc. Market Call (BNN TV) 2018-08-10 $46.690

Dollarama vs Canadian Tire. He used to own Dollarama (DOL-T) and believes the growth will flatten out.  He owns Canadian Tire (CTC.A-T) and the recent earnings surprise is not too worrisome to him.  He thinks the CTC.A-T model to roll out directly to in-home sales will take time and does not believe the stock will go down much lower from here.  Overall, he thinks it is a better valuation than DOL-T.  

Mike Archibald CANADIAN SMALL & MIDCAPS Unknown View
COMMENT
CTC.A-T Canadian Tire Corporation Ltd. (A) Market Call (BNN TV) 2018-08-10 $166.100

Dollarama vs Canadian Tire. He used to own Dollarama (DOL-T) and believes the growth will flatten out.  He owns Canadian Tire (CTC.A-T) and the recent earnings surprise is not too worrisome to him.  He thinks the CTC.A-T model to roll out directly to in-home sales will take time and does not believe the stock will go down much lower from here.  Overall, he thinks it is a better valuation than DOL-T.  

Mike Archibald CANADIAN SMALL & MIDCAPS Unknown View
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