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
  
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-10-19 $0.000

Market. Investors in energy have been moving away from the energy space in Canada and the US.  Energy is becoming less relevant to investors as the space is becoming more complex (due to widening differentials for example).  He thinks you need to see more hostile takeovers to change things.  Despite reduced valuations and strong cash flow margins there is a lack of interest.  Over 10% of Canadian oil demand is off line with refinery maintenance with the BP Whiting turnaround.  When sentiment changes back to normal situations, he expects to see several doubles or triples going forward especially the larger cap energy stocks.

Eric Nuttall ENERGY _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-10-19 $0.000

Why is energy not benefiting despite rising oil prices? He thought this was going to be a great year for WTI prices – hitting $70 per barrel.  It did not and LNG projects were positive.  There always seems to be another concern for investors.  He is not sure what the unicorn is needed to change things.  He things hostile takeovers and share buybacks are needed in 2019.  

Eric Nuttall ENERGY _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-10-19 $0.000

What is a good yielding energy stock? For a reasonable dividend you are limited to Vermilion, Whitecap and Torc.  His preference is Torc (TOG-T) as he trusts management, it has high-quality assets and the market cap is large enough to attract interest from CPP as an investor.  It is trading at 4 times cash flow with a yield of about 4%.   

Eric Nuttall ENERGY _N/A View
HOLD
TOG-T Torc Oil & Gas Ltd Market Call (BNN TV) 2018-10-19 $0.000

He thinks there is an opportunity with this one as the light oil differentials will compress again soon.  The company sells into the Cromer market, where differentials are much tighter.  This translates to high-quality valuations at a good discount.  He expects steady eddy growth.  

Eric Nuttall ENERGY Yes View
DON'T BUY
CEU-T Canadian Energy Services & Technology Market Call (BNN TV) 2018-10-19 $0.000

He is not enamored by the service fluid space.  He feels there is not a strong negotiation position with customers, so he does not think they are benefiting from higher commodity prices.  

Eric Nuttall ENERGY No View
DON'T BUY
WLL-N Whiting Petroleum Market Call (BNN TV) 2018-10-19 $0.000

He thought this was going to be a great year for WTI prices – hitting $70 per barrel.  There always seems to be another concern for investors.  He is not sure what the unicorn is needed to change things.  He would prefer to purchase high-quality Permian producers.  

Eric Nuttall ENERGY No View
DON'T BUY
CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2018-10-19 $0.000

He met with the new management and is convinced it is not enough to change investor perception.  The level of distaste for the name is at all times high.  Exposure in Utah is also hurting as investors see them alone and it is risky and boring.  

Eric Nuttall ENERGY No View
HOLD
CJ-T Cardinal Energy Ltd Market Call (BNN TV) 2018-10-19 $0.000

This company has struggled to gain investor interest and he believes it will continue to do so despite the high yield.  It is about 50% light oil so its exposure to wide differentials is limited.  He thinks the dividend is sustainable.  Yield 9.2%.  

Eric Nuttall ENERGY No View
DON'T BUY
CR-T Crew Energy Inc. Market Call (BNN TV) 2018-10-19 $0.000

The company holds a lot of acreage in the Montney, but they face the challenge of growing cash flow and production with a natural gas concentration.  There are better opportunities elsewhere.  He is still bearish natural gas.    

Eric Nuttall ENERGY No View
DON'T BUY
PGF-T Pengrowth Energy Market Call (BNN TV) 2018-10-19 $0.000

Although he is an oil bull, selling assets to clean up the balance sheet has limited the ability to improve financially despite the rise in oil prices.  There are better companies to choose from.  

Eric Nuttall ENERGY No View
DON'T BUY
BIR-T Birchcliff Energy Ltd. Market Call (BNN TV) 2018-10-19 $0.000

He holds no natural gas stocks in his portfolio as he remains bearish on natural gas.  It is trading 5 times cash flow – near trough levels – but it is difficult to excite investors and the variability of weather is too uncertain.  

Eric Nuttall ENERGY No View
BUY
KEL-T Kelt Exploration Market Call (BNN TV) 2018-10-19 $0.000

He has been averaging down on this one. It holds a premiere asset base with paybacks being less than one year. He thinks they will be able to unlock the asset value over the next two years. He thinks this could trade back above $10.

Eric Nuttall ENERGY No View
DON'T BUY
SGY-T Surge Energy Inc Market Call (BNN TV) 2018-10-19 $0.000

He would avoid this one as it is a small cap stock that investors have no interest in presently. It has failed to gain any institutional interest. Without that support, valuations will not improve. There are better opportunities out there.

Eric Nuttall ENERGY No View
DON'T BUY
PONY-T Painted Pony Energy Market Call (BNN TV) 2018-10-19 $0.000

This stock was a sell on fact situation following the announcement of Shell to proceed with LNG on the west coast.  There is long term exposure to BC natural gas out to 2023.  They are having trouble proving the value of their acreage.  He would not own this as he remains bearish natural gas.  

Eric Nuttall ENERGY No View
DON'T BUY
BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2018-10-19 $0.000

LNG Canada is coming on in 2023 – a long time to protect the balance sheet.  He does not like the level of debt as it handcuffs any financial gains.  He would not own this.  

Eric Nuttall ENERGY No View
COMMENT
HSE-T Husky Energy Market Call (BNN TV) 2018-10-19 $0.000

The hostile takeover bid for MEG may result in a higher bid – he has not written off the prospect entirely.  He has not been a great fan of HSE-T, but he has owned MEG.  As the energy sector has collapsed further, Husky is trying to take advantage of epically undervalued assets.  He thinks MEG could go for closer to $13 per share versus the current $10.88 bid.  He wonders if Suncor or Imperial may step forward as a bidder.    

Eric Nuttall ENERGY No View
TOP PICK
BTE-T Baytex Energy Corp Market Call (BNN TV) 2018-10-19 $0.000

Predominantly a light oil producer.  They have changed their portfolio to only 21% heavy oil exposure – holding 40% in Eagleford light barrels.  Debt to cash flow is only 1.7 times.  He wants 10% of his portfolio to be this holding.  

Eric Nuttall ENERGY Yes View
TOP PICK
WPX-N WPX Energy Inc. Market Call (BNN TV) 2018-10-19 $0.000

A producer in the Permian region with a growth profile of up to 25% per year on current cash flows.  He sees up to 90% upside under an $80 oil price scenario.  

Eric Nuttall ENERGY Yes View
TOP PICK
ATH-T Athabasca Oil Sands Corp Market Call (BNN TV) 2018-10-19 $0.000

With MEG potentially taken out, this may the only significant opportunity to maximize the torque of heavy of oil differentials tightening.  He expects the valuation to rise by 50%-100% on oil prices between $70-$80 per barrel.  

Eric Nuttall ENERGY Yes View
PAST TOP PICK
TCW-T Trican Well Service Ltd. Market Call (BNN TV) 2018-10-19 $0.000

(A Top Pick January 5/18 Down 52%) He exited this when light oil differentials widened and capital spending declined.  Bidding has remained very hostile for their services.  It is trading at a 10% discount to NAV and he thinks negative sentiment is almost at its worst.  They are diverting free cashflow into share buybacks, so he thinks there is hope going forward in a $70 WTI world and a $10 differential.  

Eric Nuttall ENERGY No View
PAST TOP PICK
STEP-T STEP Energy Services Market Call (BNN TV) 2018-10-19 $0.000

(A Top Pick January 5/18 Down 63%) Ownership is very thin in this company and this has hurt the valuation dramatically and has gone no bid at times – falling 5% in value a day.   They were very predatory in trying to win business and he has since lost faith in their strategy.  He will no longer own this going forward.

Eric Nuttall ENERGY No View
PAST TOP PICK
SHLE-T Source Energy Services Ltd Market Call (BNN TV) 2018-10-19 $0.000

(A Top Pick January 5/18 Down 68%) He sold out of this around $8-$9 per share.  The frac sector has been devastated and he admits this was a bad call, although he thought Canada would be insulted from the crash.  A badly timed acquisition further hurt the position – he has lost confidence with management.  

Eric Nuttall ENERGY No View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2018-10-18 $0.020

Market.  Last week there was a big jump in ETF trading volume during the selloff.  People were feeling quite fearful.  ETF was almost 50% of trading in the US, but stayed the same in Canada.  ETFs are traded on exchanges just like stocks and can even be shorted.  They can also be optioned.  ETFs can lend out their stock holding within their fund to short sellers and this can create a yield for an ETF when its holdings do not pay a yield.

Daniel Straus ETF's _N/A View
BUY
ZDV-T BMO Canadian Dividend ETF Market Call (BNN TV) 2018-10-18 $16.290

He likes this dividend ETF.  There is no index that it tracks.  Its MER is on the low end.  An eligible dividend will pass right through to you so you may not want it in a sheltered account.  Consult your tax expert.

Daniel Straus ETF's Unknown View
WEAK BUY
OIH-N Mkt Vectors Oil Services Market Call (BNN TV) 2018-10-18 $23.410

Most Canadians are very exposed to oil.  This is an interesting spin because it is the oil service companies and not the producers.  You can get broader exposure through others in Canada. 

Daniel Straus ETF's Unknown View
WEAK BUY
SCHD-US Schwab US Dividend Equity ETF Market Call (BNN TV) 2018-10-18 $0.000

SCHD-US or SPHD-US.  He likes their ETFs, but they are not yet in Canada.  They are really cost competitive.  With dividend ETFs any cost savings really helps.  It is hard to say right now where these will go with what the market is doing.  You should look for something with a value screen.

Daniel Straus ETF's Unknown View
WEAK BUY
SPHD-US Invesco S&P 500 High Dividend Low Volatility ETF Market Call (BNN TV) 2018-10-18 $0.000

SCHD-US or SPHD-US.  He likes their ETFs, but they are not yet in Canada.  They are really cost competitive.  With dividend ETFs any cost savings really helps.  It is hard to say right now where these will go with what the market is doing.  You should look for something with a value screen.

Daniel Straus ETF's Unknown View
BUY
XEC-T iShares MSCI Emerging Markets Market Call (BNN TV) 2018-10-18 $24.150

He likes it and uses it in his model portfolios as a core allocation to emerging markets.  It is very competitively priced.  He sees a lot of long term potential in emerging markets.  It is very volatile, however.  You have to know your risk tolerance.

Daniel Straus ETF's Yes View
BUY
ZBK-T BMO Equal Weight US Banks ETF Market Call (BNN TV) 2018-10-18 $26.085

This is a way to play rising interest rates.  Banks generate profit with interest spreads.  This is a good tactical play.  It could be a good hedge. 

Daniel Straus ETF's Unknown View
DON'T BUY
TQQQ-US ProShares UltraPro QQQ Market Call (BNN TV) 2018-10-18 $0.000

It is a leveraged long play on the NASDAQ.  Anything with leverage deserves extreme caution.  It is FANGs on METH.  Active traders use these.

Daniel Straus ETF's Unknown View
BUY
VMO-T Vanguard Global Momentum Factor ETF Market Call (BNN TV) 2018-10-18 $32.900

It is one of four in a series.  They are active ETFs.  He has been following these products closely.  VMO-T is every stock in the world held for momentum.  The factor exposure comes with some risk, however.

Daniel Straus ETF's Unknown View
PAST TOP PICK
HAC-T HAP Seasonal Rotation ETF Market Call (BNN TV) 2018-10-18 $20.060

(A Top Pick Mar 29/18, Up 7%)  He uses this as an alternative allocation.  It is hedge fund like without correlation to the other asset classes.

Daniel Straus ETF's Yes View
PAST TOP PICK
VUN-T Vanguard US Total Mkt Ind ETF Market Call (BNN TV) 2018-10-18 $50.280

(A Top Pick Mar 29/18, Up 18%)  There are almost 4000 securities.  It has some small and mid-cap juice to it.  This is the way to enter the US market.

Daniel Straus ETF's Yes View
PAST TOP PICK
XMI-T iShares MSCI EAFE Minimum Volatility Market Call (BNN TV) 2018-10-18 $34.690

(A Top Pick Mar 29/18, Up 6%)  There was concern about volatility when he recommended it. 

Daniel Straus ETF's Yes View
BUY
HDV-N iShares High Dividend Equity Market Call (BNN TV) 2018-10-18 $88.870

A US high dividend ETF.  It is available as XHD-T in Canada as a hedged wrapper.  It looks for companies with an economic moat.  It is a good product, the dividend is good and the performance has been okay.  The question is the currency exposure.  It may help you or hurt you.  XHD-T will insulate you from movements in the currency.

Daniel Straus ETF's Unknown View
BUY
XHD-T iShares US High Div. Equity Market Call (BNN TV) 2018-10-18 $28.540

A US high dividend ETF.  It is available as XHD-T in Canada as a hedged wrapper.  It looks for companies with an economic moat.  It is a good product, the dividend is good and the performance has been okay.  The question is the currency exposure.  It may help you or hurt you.  XHD-T will insulate you from movements in the currency.

Daniel Straus ETF's Unknown View
BUY
XEF-T IShares MSCI EAFE IMI Index Market Call (BNN TV) 2018-10-18 $28.880

It is one of his core ETFs for international exposure.  He likes the broad diversification and the low cost.

Daniel Straus ETF's Yes View
BUY
VGG-T Vanguard US Dividend Appreciation Index ETF Market Call (BNN TV) 2018-10-18 $46.860

He likes this one.  It is low in fee and dividend appreciation is a very attractive theme.  This is non-hedged.

Daniel Straus ETF's Unknown View
BUY
ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET Market Call (BNN TV) 2018-10-18 $20.010

ZWE-T or ZWP-T.  European market.  Covered calls.  You get less upside participation but get a higher yield.  ZWE-T is currency hedged and ZWP-T is not.

Daniel Straus ETF's Unknown View
BUY
ZWP-T BMO Europe High Dividend Covered Call ETF Market Call (BNN TV) 2018-10-18 $18.280

ZWE-T or ZWP-T.  European market.  Covered calls.  You get less upside participation but get a higher yield.  ZWE-T is currency hedged and ZWP-T is not.

Daniel Straus ETF's Unknown View
BUY
HBAL-T Harvest balanced TRI ETF Market Call (BNN TV) 2018-10-18 $9.700

These are very innovative products.  They are swap-based products.  HBAL-T is the total market.  There are no distributions from the fund.  There are stocks and bonds.

Daniel Straus ETF's Unknown View
TOP PICK
HXT-T HBP S&P/TSX 60 Index ETF Market Call (BNN TV) 2018-10-18 $32.520

A play on the blue chip stocks.  It is Canada's cheapest at 3 basis points.  It is swap based so pays no dividends.  Canada is one of the better priced markets in the world.

Daniel Straus ETF's No View
TOP PICK
VVL-T Vanguard Global Value Factor ETF Market Call (BNN TV) 2018-10-18 $33.670

It is an ETF for the globe, almost every country.  It is actively managed.  This is a good play for the entire globe.

Daniel Straus ETF's No View
TOP PICK
PLV-T Invesco Low Volatility Portfolio ETF Market Call (BNN TV) 2018-10-18 $21.420

If you are concerned the markets could continue to whip around, then this is a one stop shop for Canada, US, stocks and bonds.

Daniel Straus ETF's No View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-10-18 $0.020

Market. There are some underlying concerns regarding trade with China, rising interest rates, the fact that the economy is doing so well that it can only do worse and Saudi Arabia – Turkey thing and there is always Donald Trump. And there is lots of things to get excited about. And there are professional traders that also create panics or euphoria to help their short trades. He thinks that the economy is anyways very strong. The market is not cheap trading at 16 ½ next year earnings. He thinks there is still room for solid growth in equities in the next 3-5 years. Normalizing rates is probably healthy. 

Bruce Murray NORTH AMERICAN GROWTH _N/A View
BUY
ATZ-T Aritzia Inc. Market Call Tonight (BNN TV) 2018-10-18 $18.880

A classic growth stock.  If it traded in the US it would trade way higher. The brand has cachet and desire. Massively understored in the US.  The company that funded it in the early stages sold it aggressively and that was a problem for the stock performance. Sales growth at 15% per annum, earnings at 20% per annum. He wouldn’t be surprised to see it at $26. (Analysts’ price target is $21.43)

Bruce Murray NORTH AMERICAN GROWTH No View
BUY
T-N A T & T US Market Call Tonight (BNN TV) 2018-10-18 $32.500

Great fat income.  5G means massive capital investments. This company has too much debt and is a secondary player in the industry. Nice dividend. 

Bruce Murray NORTH AMERICAN GROWTH Yes View
BUY
AMZN-Q Amazon.com Market Call Tonight (BNN TV) 2018-10-18 $1770.720

This is for growth-oriented investors that look into the future. The company is still rolling up industry after industry after industry. Now the largest company in the world by market cap. Jeff Bezos is young. He thinks that he will drive the company to highs that we are yet to see. They are competing in the computer space. 

Bruce Murray NORTH AMERICAN GROWTH Yes View
BUY
ENB-T Enbridge Market Call Tonight (BNN TV) 2018-10-18 $42.350

The problem for this company is that once the price of oil fell the demand for pipelines declined. The growth prospects were diminished, and they had some growth priced in. The discount on Canadian crude affected them. The demand for pipelines will be there as long as politicians and electric vehicles don’t get in the way. Has a lot of debt. Still the dividend is safe. It will come back to 50 dollars in the next couple of years. 

Bruce Murray NORTH AMERICAN GROWTH Yes View
SELL
CIX-T CI Financial Corp Market Call Tonight (BNN TV) 2018-10-18 $18.750

Sold it around $21. Customers are moving from Mutual Funds to ETFs. This is affecting them. The fact that the Canadian Market hasn’t done so well it also affected them as they are not as global in nature. (Analysts’ price target is $24.88)

Bruce Murray NORTH AMERICAN GROWTH No View
PAST TOP PICK
AZN-N Astrazeneca P L C Market Call Tonight (BNN TV) 2018-10-18 $38.950

(A Top Pick December 11/17 - Up 18%) The whole health care sector heated up over the last year. Very safe stock to hold. Nice dividend.   

Bruce Murray NORTH AMERICAN GROWTH Yes View
PAST TOP PICK
ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2018-10-18 $31.670

(A Top Pick December 11/17 - Up 8%.)  15% up including the dividend. Given the shortage of capacity the demand for its assets are very strong. It’s going to be consolidated with the main company and this is going to disappear, and you will get a share of Enbridge (ENB). 

Bruce Murray NORTH AMERICAN GROWTH Yes View
PAST TOP PICK
DR-T Medical Facilities Corp. Market Call Tonight (BNN TV) 2018-10-18 $14.210

(A Top Pick December 11/17 - Up 5%.) 12% up including the dividend. Owns specialty surgical hospitals and ambulatory surgery centers in the United States. They like the doctors to own still 49- 50 % of the facilities and they share the fees. They are making ore money then what they need to pay the dividend, so they are probably going to look for more opportunities. If it traded in the US, it would be trading at 2-3% dividend yield. Lots of upside in the stock. One of his better holdings. 

Bruce Murray NORTH AMERICAN GROWTH Yes View
BUY
VOD-Q Vodafone Group PLC Market Call Tonight (BNN TV) 2018-10-18 $19.910

British company. As a Canadian taxpayer you have to pay withholding taxes in Europe. This company is facing big capital expenditures with 5G. They have a heavy debt load. They own little companies in many places in Africa and Asia. He prefers AT&T (T-N) or Verizon Communications (VZ-N). Thinks the dividend is safe. (Analysts’ price target is $24.88)

Bruce Murray NORTH AMERICAN GROWTH Yes View
BUY
AVGO-Q Broadcom Market Call Tonight (BNN TV) 2018-10-18 $228.020

Unlike the Facebooks and Googles of the world they have to make something to sell. And they have to make new and better on a continue basis. They are one of the most diverse players in the space. This industry is starting to mature and consolidate. The chip business is very volatile. (Analysts’ price target is $290)

Bruce Murray NORTH AMERICAN GROWTH Yes View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2018-10-18 $0.020

Question on the US homebuilding sector. The sector has sold off and is all part of rising interest rates. Housing sales in the US has been disappointing for the last 6-8 months. He thinks there is no reason to believe that the sector won’t come back as the population has grown and the prices has not fully recovered from the crash of 2007-08. Picking the bottom is very difficult so it makes sense to buy 25% of the position and 25% in 2-3 months, etc. 

Bruce Murray NORTH AMERICAN GROWTH _N/A View
HOLD
VET-T Vermilion Energy Inc Market Call Tonight (BNN TV) 2018-10-18 $38.300

Energy is a big long-term cyclical. He is not bullish on energy long-term with a lot of new potential supply. One of the better companies and it is fine to hold. One of the most secure holdings in the sector with a good track record.

Bruce Murray NORTH AMERICAN GROWTH No View
HOLD
CNQ-T Canadian Natural Rsrcs Market Call Tonight (BNN TV) 2018-10-18 $37.050

Energy is a big long-term cyclical. He is not bullish on energy long-term with a lot of new potential supply. One of the better companies and it is fine to hold. One of the most secure holdings in the sector with a good track record.

Bruce Murray NORTH AMERICAN GROWTH No View
BUY on WEAKNESS
GLW-N Corning Inc Market Call Tonight (BNN TV) 2018-10-18 $31.170

He probably owned it on 15 of the 40 years of his career. Not now. Most knowledgeable company on glass on the face of the earth. But they keep on being commoditized. A good company. Long term he would wait for a dip to buy it. (Analysts’ price target is $37.04)

Bruce Murray NORTH AMERICAN GROWTH No View
BUY
CSX-Q CSX Corp Market Call Tonight (BNN TV) 2018-10-18 $68.650

The CEO passed away. The railroad industry is bullish at the moment. Truckers are not allowed to drive 40 hours now. Trucking is becoming more expensive. Railroads are getting more market share and they continue to get more efficient. (Analysts’ price target is $81.09)

Bruce Murray NORTH AMERICAN GROWTH No View
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