Table View - Opinions in Detail | StockChase

Opinions Table


Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions Expert Program Topic Own or Relationship Actions
  
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-06-15 $0.020

Market.  In the case of 5G he wants to position himself in the companies that have the most spectrum.  There is a spectrum auction coming up shortly.  The incumbents will probably share 53% and the rest goes to smaller companies.  Cellular is going to change all kinds of occupations in years to come.  AI is more applicable to more industries than block chain.  In the future you probably won't need a radiologist.  The insurance companies will love this as they won't have to employ all these people.  He is involved in an AI start up fund.

Frank Mersch NORTH AMERICAN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-06-15 $0.020

5 G Networks.  This is going to be bigger than the Internet.  He is not sure he completely agrees with that but with the smart cities including automated cars, we need this.  It actually uses less power at the end of the day.  It is 100 times faster than 4G.  FB-Q and so on have basically built their companies with no infrastructure because they use the internet. 

Frank Mersch NORTH AMERICAN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-06-15 $0.020

Choosing an equity mutual fund.  It is hard to do stock picking as an individual so he would recommend a mutual fund.  It is better to have it in a cash account than an RRSP.  It depends on the environment and where you are in the cycle.  A lot of people are managing their own portfolios these days.  If you are willing to spend the time and do the research you can build a decent portfolio.  We have been in a great cycle for 10 years.  The world's not getting any safer or stable with Trump in power.  You want to look for lower fees.  The industry has shrunk in terms of companies.  An ETF is a market or a part of the market and it depends on how you feel about the sector.  The market is not without risk at the end of the day.

Frank Mersch NORTH AMERICAN _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-06-15 $0.020

Growth vs Defensive. Normally this time year, on a seasonal basis, there’s a shift from heavy cyclical stocks like base metals, industrials, financials. Staples, bonds, utilities tend to pick up in summer. And we do see this rotation, but with all the talk of inflation, still don’t see US 10-year yield much higher. Somewhat pro-cyclical tech sector ETF, XLK, should carry on into July. Industrials have come off. XLP (staples) and XLU (utilities) have started to pick up right on cue. Corporate and individual debt lag rate increases. At Castlemoore, when they look out, they’re thinking is this typical rotation or might there be something more.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-06-15 $0.020

US tariffs on China. Might tamp down economic growth. The way the market reacted today, it’s looking past this. Markets do often reverse after a big day on the market. Market’s saying it’s just Trump being Trump, China reacting as opposed to implementing, and it will all work out. If we do get a meaningful trade war, not good for long-term global growth. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-06-15 $0.020

Gold. Coming into seasonal period. Bottom is being formed and there’s a little trend, which we’re seeing in many gold stocks. Gold stocks and producers track each other. Gold can stay weak, but the sector moves forward, and some stocks hit new highs. Gold has been not loved, but with strong US dollar, going to give some indigestion to emerging markets, because they have a lot of debt. Gold producers have been quite positive. Today gold was way down, but  the high quality names have been acting quite well. Bodes well for the future. Producers will always lead the direction for the commodity on the downside and the upside, so we expect a bit more action as we move into July.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-06-15 $0.020

Banks. Has really lightened up on the banks. If market thinks rates going marching up, but banks have stalled, does the market think the economy’s not going be able to handle higher rates for longer? Banks won’t do better until the fall. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY _N/A View
SELL
ACB-T Aurora Cannabis Market Call (BNN TV) 2018-06-15 $9.060

They have been acquiring a lot of businesses.  They are managing a growth profile.  Bu you should be concerned about the dilution.  There are concerns that they will do underwritings and go lower.  He is short.  He is long others in the space.  Cannabis is quite different in Canada than in the US.  You can’t do the edibles.  You are just a grower/distributor and trying to develop a brand without advertizing.  It is going to b a different approach for a number of years.  The future growth is in the edibles.  See HMMJ-T.  The bulk of the group is at risk.  We have not seen anybody process in bulk because it is still illegal to produce.

Frank Mersch NORTH AMERICAN Unknown View
TOP PICK
ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2018-06-15 $26.130

Name has been hurt, but think it’s getting its legs. Bottomed out around $22.75, now a nice trend. Resistance around $26.40 and also $30. Sold recent hydro assets for a pretty penny, plus WGL will be a catalyst when it closes. Good risk reward. Really good dividend, expect a bit of volatility ahead. Interest rates really screaming up will hurt it, but probably won't happen. Will probably need to do a secondary financing, which will depress the stock. Going forward, as a yield-focus, you’ll be pretty happy. Has been doing a DRIP. (Analysts’ price target is $28.48.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
COMMENT
ATH-T Athabasca Oil Sands Corp Market Call Tonight (BNN TV) 2018-06-15 $1.670

Pay attention to producers, and how they’re going to respond to the price of oil. Look at the big producers, the Suncors of the world. They’re going to lead the commodities. Athabasca was up $0.01, when oil was down. Expect Athabasca to get its legs underneath it and start to push ahead. The resistance level is important. Looks pretty good, but prefers Parex, Kelt, and Enerplus.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
BUY
BAC-N Bank of America Market Call (BNN TV) 2018-06-15 $29.280

Once we get through trade issues we will start to see 10 year rates rise higher.  He thinks loan growth will continue to grow in the US.  This along with MG-N he has no problem putting into the portfolio. 

Frank Mersch NORTH AMERICAN Yes View
BUY
BUS-X Grande West Transportation Group Market Call Tonight (BNN TV) 2018-06-15 $1.490

Would you be a buyer? When would you take a position? It has really good support, with a lot of buyers. Things are lining up to have a good trade. Resistance around $2.25. Space between price action and current price gives it room to run, especially given the dynamic action in the student transportation sector. If it breaks below $1.25,  then there’s something wrong with the thesis. (Analysts’ price target is $2.50.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
TOP PICK
CEU-T Canadian Energy Services & Technology Market Call (BNN TV) 2018-06-15 $4.750

They are in the services side of the energy picture.  Last quarter its margins came down because of rising input costs that they have not been able to pass off.  They took market share from competitors.  If you look at the inflection point with OPEC, their production could go up and prices would go up as their reserves go down.  (Analysts’ target: $8.14).

Frank Mersch NORTH AMERICAN Yes View
BUY
CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2018-06-15 $41.130

He has been involved from early stages.  The key is the operation people that have done extraordinarily well as well as the timing of acquisitions.  It does acquisitions on a contrarian basis.  They built the business very effectively over the years and rates right there with SU-T in any portfolio. 

Frank Mersch NORTH AMERICAN Yes View
TOP PICK
DOL-T Dollarama Inc. Market Call Tonight (BNN TV) 2018-06-15 $154.660

Had a good day today, but earnings lately a bit soft. Started taking a position when it was basing in April/May, and held a full position by early June. Market liked that they’re going to focus much more on Latin area expansion. Likely to become a majority shareholder in Dollar City. Increased both their eps guidance for 2019 and 2020, as well as their share buyback allowance. Drug capx marries well with the technical bottom you can see.  (Analysts’ price target is $167.50.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
BUY
ENGH-T Enghouse Systems Market Call (BNN TV) 2018-06-15 $73.370

It is about the guy who is running it.  He accumulated a serious of software companies that don’t get the premium multiple they deserve.  It is like Constellation Software.  He has tremendous cash flow.  At some point he will sell this company.  In the interim you have a nice steady company that generates a steady cash flow.

Frank Mersch NORTH AMERICAN Unknown View
WAIT
F-N Ford Motor Market Call (BNN TV) 2018-06-15 $11.880

An auto manufacturer and the worst performer of the group.  When you look at tariffs on steel, it will affect the price of a car.  The question is whether the auto companies can move the costs on quickly.  He does not think Ford can pass the costs through.  We are probably getting to the tail end of the growth in sales.  Let it play out before taking an interest.

Frank Mersch NORTH AMERICAN Unknown View
DON'T BUY
FLY-X Flyht Aerospace Solutions Market Call Tonight (BNN TV) 2018-06-15 $1.180

Split or reverse split will be reflected in the charts technically and fundamentally, so don’t worry about it. Reverse consolidation tends to have a negative impact. Means the company’s had problems. This stock has dropped more than 50%. There was a triple pop, but couldn’t break through. $1.50 is the first place you’re going to have problems. You want volume to confirm it. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
WAIT
GOOS-T Canada Goose Holdings Market Call Tonight (BNN TV) 2018-06-15 $78.010

Up 32.5% today.  Nice little trend going on. Long base through last summer. With price action today, wouldn’t be able to say buy today. The gap between yesterday’s and today’s close has to be respected. If it bases along, from a technical perspective, you’d be OK. But right now, with the explosive upside, from a technical basis, wait a few days to see how it acts around the $70 level.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
BUY
HINKY-OTC Heineken NV Market Call Tonight (BNN TV) 2018-06-15 $0.010

Good time to buy? Yes. Want to get good risk/reward. Around $48 there was resistance in late part of 2015-16. It’s held at that level in 2017-18. As long as we hold around $48. Really predictable revenue, strong global brand, and global reach is really critical in this competitive market. Would buy at this level. If it broke $48, would be concerned about thesis. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
PAST TOP PICK
IBB-Q iShares Nasdaq BioTech ETF Market Call Tonight (BNN TV) 2018-06-15 $111.260

(A Top Pick September 21 / 2017,  Up 1%) Still likes. Could have sold it earlier for a nice gain, but deep story on long-term basis, pricing issues that the industry’s going to have to deal with. If we can get above $120 with some volume, going to be really good. Great time to get into biotechs seasonally right now. Good place to be throughout the summer, but also on long-term basis. Still buying at these prices. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
BUY
IHI-N iShares DJ Medical Devices E.T.F. Market Call Tonight (BNN TV) 2018-06-15 $206.330

Buyer or wait for pullback? Healthcare in general is in sweet spot of seasonality, which starts in June. Medical devices is one of the sectors in a secular bull market starting in 2012. Every chance you get, get a good component of healthcare in your portfolio. Secular trend owes a lot to demographics.  For medical devices, pharma, biotech it’s a good time to get in from a seasonal and a secular point of view.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Unknown View
TOP PICK
IMG-T Iamgold Corp Market Call Tonight (BNN TV) 2018-06-15 $7.700

Solid technical pick. Has owned for a while. One of the better names since the spring. Nice little trend, but pretty choppy. Have to stick with it. Resistance around $8.10. Only down $0.11, when gold’s down $30, so it’s held up quite well. Excellent producers.  A drop to $7.25 would indicate something’s wrong. If it gets through $8, look for $9. (Analysts’ price target is $9.60.)

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
WAIT
KEL-T Kelt Exploration Market Call Tonight (BNN TV) 2018-06-15 $8.040

Likes it very much. Sold it around $8.75, because of the seasonal period ending. Energy has two seasonal periods, early winter to spring, next one starts in July. Very high quality name. Fantastic trend, if a little bumpy. Expect to get back in. Would get back in anywhere around $7.75. Seasonally, names like Kelt could start a little earlier.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
DON'T BUY
LB-T Laurentian Bank Market Call Tonight (BNN TV) 2018-06-15 $44.910

Fundamentally, some other banks have acted better. Financials have been acting weakly. It had been in an upward channel for a couple of years, then broke the trend. Between $40 and $46 will bring buyers in, hold it there, don’t add until it’s above $55.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
DON'T BUY
LNR-T Linamar Corp Market Call (BNN TV) 2018-06-15 $63.430

This and MG-T are the two big ones and MG-T is holding up while LNR-T is crushed.  Both are at risk under Trump.  Whatever he says he is going to do he eventually gets to it.  Long term there are risks because of the electrification of it.

Frank Mersch NORTH AMERICAN Unknown View
COMMENT
MA-N Mastercard Inc. Market Call Tonight (BNN TV) 2018-06-15 $199.530

Mastercard (MA-N ) vs. VISA (V-N). Owns Mastercard instead of VISA. But the charts look similar. All you do is jump in. With a long base, if you believe in the company, you’re not sure when it’s going to pop, but when it does, off it goes. VISA has made a new high, compared to the market, which has not.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
COMMENT
RCI.B-T Rogers Communications (B) Market Call (BNN TV) 2018-06-15 $62.350

Morphed itself from a cable company to a mobility company.  Over the last number of years it has been subscriber uptake that has driven them.  The weakness is on the enterprise side, which T-T is strong in.  Generally this one is a utility with reasonable growth at the end of the day.  The future has to do with how fast they will deploy 5 G.

Frank Mersch NORTH AMERICAN Unknown View
BUY
SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2018-06-15 $27.740

Shaw will get a good chunk of this first 5 G spectrum.  Chorus is up for sale.  Shaw has a fair amount of debt and will benefit from the sale.  Once spectrum has been allocated it will benefit Shaw and Rogers.  There are certain parts of the country where each company does not have a foot print.  It would be nice to see them come to an agreement.  Shaw pays a 4% monthly yield.  Last quarter it had pretty good subscriber growth. 

Frank Mersch NORTH AMERICAN Unknown View
TOP PICK
STLC-T Stelco Holdings Inc. Market Call (BNN TV) 2018-06-15 $25.320

If we learned anything about tariffs, it is lumber.  STLC-T's pension liability is gone and they have a clean balance sheet.  They have the ability to increase capacity.  They remind him of the lumber debate.  (Analysts’ target: $33.50).

Frank Mersch NORTH AMERICAN Yes View
PAST TOP PICK
TD-T Toronto Dominion Market Call Tonight (BNN TV) 2018-06-15 $75.630

(A Top Pick September 21 / 2017,  Up 13%) Now own BMO instead. TD has gone nowhere for a while. Breakouts don’t always come through as you expect. Has really lightened up on the banks. If market thinks rates going marching up, but banks have stalled, does the market think the economy’s not going be able to handle higher rates for longer? On technicals first, and then fundamental drivers, and also valuation, BMO seemed bit better risk profile. Banks won’t do better until the fall. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
BUY on WEAKNESS
TECK.B-T Teck Resources Ltd. (B) Market Call (BNN TV) 2018-06-15 $35.430

The company has gone from simply a coal producer and then to a meteorological coal producer and now by Q4 Fort Hills will come on stream with copper, coal and energy.  Nice transformation in the company.  There is a hiccup in all the commodities today.  The 10 year bond is looking like it will break 290.  He is surprised how well the market is behaving today.  He would be a buyer on a pull back.

Frank Mersch NORTH AMERICAN Unknown View
TOP PICK
TSGI-T The Stars Group Inc Market Call (BNN TV) 2018-06-15 $49.760

When you look at betting, it is bigger than cannabis.  Their old name is behind them.  They made acquisitions in Europe.  In the US the supreme court has is now allowing sports betting.  These guys are the largest poker player in the world and the largest internet gambling company in the world.  (Analysts’ target: $50.36).

Frank Mersch NORTH AMERICAN Yes View
COMMENT
UTX-N United Technologies Market Call Tonight (BNN TV) 2018-06-15 $126.910

We own Raytheon and General Dynamics. United gets soft at this time in the summer. Big swing and double top, but nice little trend. Take the ITA etf, compare it to UTX and see how it’s operating. If down around $110, may be something else going on. Good spaces to be in seasonally right now. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
BUY
V-N Visa Inc. Market Call (BNN TV) 2018-06-15 $135.100

A payments company.  In the last 6-9 months they purchased the Euro portion of this company.  We are seeing more and more payments of this kind occurring.  Payment systems are being embraced globally.  Visa and Master card are clearly winning.

Frank Mersch NORTH AMERICAN Unknown View
BUY
V-N Visa Inc. Market Call Tonight (BNN TV) 2018-06-15 $135.100

Owns Mastercard instead. But the charts look similar. All you do is jump in. With a long base, if you believe in the company, you’re not sure when it’s going to pop, but when it does, off it goes. Blip earlier this year ties back to the markets. This trend is going higher. VISA has made a new high, compared to the market, which has not. 

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
COMMENT
V-N Visa Inc. Market Call Tonight (BNN TV) 2018-06-15 $135.100

Mastercard (MA-N ) vs. VISA (V-N). Owns Mastercard instead of VISA. But the charts look similar. All you do is jump in. With a long base, if you believe in the company, you’re not sure when it’s going to pop, but when it does, off it goes. VISA has made a new high, compared to the market, which has not.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY No View
BUY
VLO-N Valero Energy Corp Market Call Tonight (BNN TV) 2018-06-15 $115.180

Coming right down, as have a lot of energy stocks, seasonally weak. But trend is up, though a bit of volatility. Might get a bit more weakness through July. Energy is a really good investment. Could be a bit volatile with economic activity. For VLO, Kelt, and the etfs XEG and XLE, look at your technical lines over the next couple of weeks, you can pick some up and add to them over the summer.

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) 2018-06-15 $14.630

(A Top Pick September 21 / 2017,  Up 16%) Nice trend up and to the right. If it can’t hold the trend, would be a bit concerning. At heart of pro-growth theme, but if see erosion, probably would book some profit, and put money in the defensives. If the theme is changing from pro-growth from the last year, you’ll see it in the base metals first.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS & MACRO STRATEGY Yes View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-06-14 $0.020

Market.  Valuations multiples in the US are very expensive compared to the tepid growth there.  There are high debt levels and trade wars affecting them.  There is a lot of uncertainty out there for companies trading at rich multiples.  Marijuana stocks are indicating market tops, typically.  We are in that zone so be a little more cautious at this time.  There can be opportunities in Canadian stocks.  Smaller and mid-sized stocks have been neglected for the last two years.  ETFs require a liquid stock in their portfolio so demand for those ETFs push up those large caps.  People will scramble at some point for the exits.

Stephen Takacsy, B. Eng, MBA CANADIAN _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-06-14 $0.020

Market. Have had a little more volatility in markets this year as compared to last year, but seems to be continuing on same trajectory as last year with certain sectors.  A marijuana bubble, and now cryptocurrency bubble which seems to be imploding. The old economy has been left behind, especially in Canada.  A very sector money flow market right now.  Be patient on weak stocks that have great fundamentals.  Sees opportunities when some of these bubbles blow up. Feds tightened the yield curve again and thinks there may be 4 tightenings this year, but the economy is still doing well in a low interest rate environment. 

Alex Ruus NORTH AMERICAN _N/A View
COMMENT
AD-T Alaris Royalty Market Call (BNN TV) 2018-06-14 $16.350

He does not know if the dividends are safe.  The problem with royalties is that there are a number of unrelated business to analyze.  They have had some problems in the companies they have invested in over the years.

Stephen Takacsy, B. Eng, MBA CANADIAN Unknown View
TOP PICK
AIF-T Altus Group Market Call (BNN TV) 2018-06-14 $29.390

A software provider for commercial real estate portfolios.  They also have a consulting service.  They are migrating more and more clients around the world onto their platform.  There is good organic growth.  (Analysts’ target: $38.78).

Stephen Takacsy, B. Eng, MBA CANADIAN Yes View
TOP PICK
ANTM-N Anthem Inc Market Call Tonight (BNN TV) 2018-06-14 $241.740

Great long term play on growing healthcare spending. They are a health care insurer. They work for Fed and state governments, for corporations and individuals and gets the best deal for their clients.  Works under Blue Cross and Blue Shield brand in 14 states. Very cheap. Trades at 14 times next years earnings. (Analysts’ price target is $280.00)

Alex Ruus NORTH AMERICAN Yes View
BUY
BAC-N Bank of America Market Call Tonight (BNN TV) 2018-06-14 $29.500

He prefers the US banks to Canadian banks. US economy  is stronger than Canadian for next couple of years. American banks are still recovering from 2008/09. US banks are much lower yields compared to Canadian banks  but likely will increase. More upside in US banks but US banks will likely be more volatile. Long term, should do well and should benefit with steepening yield curve.

Alex Ruus NORTH AMERICAN Unknown View
DON'T BUY
BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2018-06-14 $4.890

Kudos to the new management. They have great products. Over spent developing the C Series. Sale of Airbus will turn out positive. Transportation division is working well now. Close to introducing the premium business jet. Company is doing well. Stock has had a big bounce. Likes where the company is going but if they stumble, could fall. Wait for further good news.

Alex Ruus NORTH AMERICAN Unknown View
BUY
BCE-T BCE Inc. Market Call (BNN TV) 2018-06-14 $54.310

They will be benefiting for decades to come so it is a good time to buy Telcos in Canada in general.  T-T is a pure play and BCE-T isn't a pure play but he owns both.  BCE-T have the best assets in Canada.  He shied away from Rogers (RCI.B-T).  There is churn and customer service that has to be improved.  When it is beaten up it is probably not a bad time to buy it but he prefers the other two companies.

Stephen Takacsy, B. Eng, MBA CANADIAN Yes View
TOP PICK
BUS-X Grande West Transportation Group Market Call (BNN TV) 2018-06-14 $1.530

They developed a medium sized transit bus that is fuel efficient and last longer.  It has been selling like hot cakes.  If you go to the State of Georgia web site you will find BUS-X have been approved to sell busses to them.  The stock was hammered recently because the stock was overvalued and then busses were delayed.  He thinks you will see a lot of municipalities right size their fleets.  (Analysts’ target: $2.50).

Stephen Takacsy, B. Eng, MBA CANADIAN Yes View
HOLD
BUS-X Grande West Transportation Group Market Call Tonight (BNN TV) 2018-06-14 $1.530

Big run today in stock because got qualified in the state of Georgia. Interesting manufacturer of small buses. Have had some success breaking in Canadian markets. Needs some big fundamental improvements to move stock forward.

Alex Ruus NORTH AMERICAN No View
BUY
BYL-T Baylin Technologies Market Call (BNN TV) 2018-06-14 $3.400

Telcos all over the world are investing in technology.  This is one of the leading companies in antennas.  They will be a huge beneficiary for the next couple of decades in upgrades.  It has been a Top Pick quite recently.

Stephen Takacsy, B. Eng, MBA CANADIAN Unknown View
HOLD
C-N CitiGroup Market Call Tonight (BNN TV) 2018-06-14 $66.160

Comments on US banks are fairly consistent. Had big runs last year. Short term results have been a little disappointing. Are good long term buys.  

Alex Ruus NORTH AMERICAN Unknown View
DON'T BUY
CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2018-06-14 $66.020

A very solid packaging company. Has some interesting technology aspects. Has flat lined lately. Would look elsewhere. It is taking a pause here.

Alex Ruus NORTH AMERICAN Unknown View
BUY
CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2018-06-14 $78.390

This sector is fragmented and under valued. He likes it but has some short term issues that have hurt the stock.  This is a negative momentum stock. Expects this to be higher in a year or 2. His favourite is Gilead in the sector.  

Alex Ruus NORTH AMERICAN Unknown View
HOLD
CHH-T Centric Health Market Call (BNN TV) 2018-06-14 $0.280

He is down.  They suffered the perfect storm with regulatory reform and then Alberta limited the number of pills being dispensed per day.  They distribute to institutions like retirement homes.  They hired a new CEO with tremendous industry experience.  He thinks the company is taking the right measures to cut costs and be more efficient.  He still thinks healthcare is a good space.

Stephen Takacsy, B. Eng, MBA CANADIAN Yes View
BUY
DBO-T D-Box Technologies Market Call (BNN TV) 2018-06-14 $0.265

Seats for movie theatres.  They also make them for simulation in other industrial applications.  They have been releasing better and better results and no analyst has caught on to it.  They have huge customers in Canada.  It is only a matter of time when these seats catch on in Canada.

Stephen Takacsy, B. Eng, MBA CANADIAN Unknown View
WAIT
EA-Q Electronics Arts Inc Market Call Tonight (BNN TV) 2018-06-14 $144.390

One of the real big 3 or 4 companies  in video gaming space.  Well run company. It is expensive. There are some potential disruptors.  This is a growth sector.  Electronic Arts is 1 of the leaders.  If own, would hold, but the easy money has been made.

Alex Ruus NORTH AMERICAN Unknown View
PAST TOP PICK
EFN-T Element Fleet Management Market Call Tonight (BNN TV) 2018-06-14 $6.570

(A Top Pick Sept 27/17, down 27%). Company generates a lot of free cash flow. All through their downturn, still generated free cash flow. Market leader in fleet management, have worked through their earlier problems, insider buyer in stock, and pays a nice dividend. Is cheap at this price.  Really likes it.

Alex Ruus NORTH AMERICAN Yes View
HOLD
ENB-T Enbridge Market Call (BNN TV) 2018-06-14 $42.690

He has PPL-T which has done phenomenal.  In the past they bit off too much more than they could chew.  They are in retrenchment mode.  It will survive.  Pipelines are far more complicated now in getting permits.  Hang on for many years and you will do fine.  Don’t expect a quick recovery.

Stephen Takacsy, B. Eng, MBA CANADIAN No View
BUY
ENB-T Enbridge Market Call Tonight (BNN TV) 2018-06-14 $42.690

Dividend investment stocks have been shunned the last year. Stock correction has factored in the fed interest move this year.  Some concerns that they may be over leveraged. There has been some shorting of this stock. But thinks they should be able to work through this. Pipeline businesses are very different today. Nothing is getting built because of changes in regulations. Markets are waiting for the Government to step up. Enbridge has the biggest oil pipeline. Is an attractive investment.

Alex Ruus NORTH AMERICAN Unknown View
PAST TOP PICK
EQB-T Equitable Group Market Call (BNN TV) 2018-06-14 $58.180

(A Top Pick Jun. 26/17, Down 5%)  They are now the largest in the industry.  They are extremely well managed.  They had record results and raised the dividend several times since he recommended it.  It is trading below book value.  It is a great value investment and is growing well despite the new mortgage rules.  Customers wanting to take mortgages elsewhere are subject to the new stress tests. 

Stephen Takacsy, B. Eng, MBA CANADIAN Yes View
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