Table View - Opinions in Detail | StockChase

Opinions Table


Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-14 $0.000

Market.  US markets are not cheap but there are some names and industries that are good investments.  Some of the block chain companies are scarce in revenues and profits and high on valuation, so be careful.  And for Oil pipelines, you don’t have enough outlets, pipelines that are going under maintenance and storage that is getting full.  You could see oil in a $50 to $60 range but if inventories get depleted faster you could see it up to $65.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS SELECTIVE _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-14 $0.000

Canadian Banks.  It is an oligopoly. He has RY-T, TD-T and BNS-T.  Depending on what you own, he prefers ones with more exposure to the US.  He favours RY-T, TD-T, BNS-T and BMO-T for those reasons.  He steers clear of CM-T. 

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
COMMENT
AD-T Alaris Royalty Market Call (BNN TV) 2017-12-14 $0.000

You have to have a lot of faith as to where you are getting the royalty income.  You have to have a lot of confidence in what they are investing in.  Some of them have not worked out and some have been spectacular.  He has a small holding.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
TOP PICK
AGN-N Allergan PLC. Market Call (BNN TV) 2017-12-14 $0.000

They are the maker of Botox.  They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well.  They have a good drug pipeline.  (Analysts’ target: $225.00).

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
BUY
ALA-T Altagas Ltd Market Call (BNN TV) 2017-12-14 $0.000

He likes the name.  There is the uncertainty of the acquisition in the US.  They are going through the process of getting state approval.  They are down to one district.  It will probably come in March or April.  Some announced divestitures will probably be a catalyst for the stock.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
WEAK BUY
CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-12-14 $0.000

Almost 10% dividend.  It specializes in children’s content and woman’s content.  They have too much debt but are paying it down.  Dividend coverage is getting a bit close.  There is a large holding by Shaw so you never know when they will sell more of it.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC No View
HOLD
CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-12-14 $0.000

Former darling of many investors.  They still pay a dividend but it was reduced.  The company was quite acquisitive over the years.  At times they may have grown too fast.  They have decent properties.  They don’t have the best balance sheet but at these valuations it is cheap.  Hang on to it to see if you get a recovery.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
WATCH
CPX-T Capital Power Market Call (BNN TV) 2017-12-14 $0.000

Just won a 20 year project n Alberta for a wind project.  Some of their assets are being transitioned from coal.  He is studying this company because the electricity market in this province will become more robust as coal is taken off line.  He is doing more work in it.  Electricity prices in the province may recover as they shut down coal.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC No View
BUY
CSW.A-T Corby Spirit and Wine (A) Market Call (BNN TV) 2017-12-14 $0.000

Hard liquor and some wines.  Very good brands.  He has looked at it and likes it at times but they are too highly valued at times. It one shareholder has too much so it is not liquid enough for him.  As cannabis becomes more main stream, they may want to invest in it in some way.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
DON'T BUY
EMP.A-T Empire Company (A) Market Call (BNN TV) 2017-12-14 $0.000

A year ago they went through a restructuring and then a big acquisition in Safeway.  They were left with a banner that had few discount brands in Western Canada, then tinkered with their loyalty program and that upset consumers.  Last quarter the results were not liked.  He used to have it but now prefers WN-T or L-T. 

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC No View
HOLD
ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2017-12-14 $0.000

They recently raised equity.  It gives you a 6.9% dividend rate with modest growth.  He’d like to see the government change the rules regarding these equities.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
BUY
G-T Goldcorp Inc Market Call (BNN TV) 2017-12-14 $0.000

Based on seasonal studies, people suggest December is a good time to buy gold.  It is one of the more senior gold stocks.  Sometimes they have a rotation where each one underperforms in subsequent years.  This year however, BitCoin has outperformed.  He thinks this is a good time to buy gold.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
HOLD
JNJ-N Johnson & Johnson Market Call (BNN TV) 2017-12-14 $0.000

A very large US company.  Pharma, consumer products and medical devices.  Great balance sheet, triple ‘A” rated.  The first two areas are doing well right now, but have done better.  Expect good earnings and cash flow.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
BUY
LNR-T Linamar Corp Market Call (BNN TV) 2017-12-14 $0.000

They are winning a lot of business from OEMs as they outsource part of the design of engine blocks.  They have another industrial division, Skyjack.  Last year they had a contract that was cancelled. He likes them.  They are really well managed.  It might too early to call an end to car purchases.  He likes this one and thinks it is a good buy right here.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
PAST TOP PICK
LOW-N Lowes Companies Inc. Market Call (BNN TV) 2017-12-14 $0.000

(A Top Pick Oct 13/16, Up 24%)  HD-N is the number one player.  He thinks if there is room for improvement here then he would go into this one.  It does not have the premium valuation of HD-N.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
PAST TOP PICK
MAXR-T Maxar Technologies Market Call (BNN TV) 2017-12-14 $0.000

(A Top Pick Oct 13/16, Up 8%)  They build a lot of satellites for a lot of defense agencies around the world.  He thinks it will get a valuation more in tune with US satellite companies.  He continues to hold it and likes the prospects.  They bought digital global and so should find it easier to win US contracts.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
WEAK BUY
MFC-T Manulife Financial Market Call (BNN TV) 2017-12-14 $0.000

They have operations around the world.  They are the large asset business in Canada and the US.  The new management was positive for the stock and it had a good run.  He would pick SLF-T over MFC-T, however.  Both are decent investments.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
BUY
SCHL-Q Scholastic Corp. Market Call (BNN TV) 2017-12-14 $0.000

He owns it in a smaller cap fund.  They are the largest printer of children’s content in the world.  They have great real estate in Manhattan.  They reported last night and EPS and revenue were down a bit.  But a better metric is price to cash flow and he likes it.  They have no debt.  In a couple of years this company could be taken out by a larger entity.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
PAST TOP PICK
SJR.B-T Shaw Communication (B) Market Call (BNN TV) 2017-12-14 $0.000

(A Top Pick Oct 13/16, Up 19%)  There is concern about how much they have to spend to build out the Wind network.  He decided to take his profits.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC No View
TOP PICK
SLF-T Sun Life Financial Inc Market Call (BNN TV) 2017-12-14 $0.000

They have done really well in Asia over the last 5 years.  They have grown it at 30%.  He sees good growth there.  They have done a great job of getting away from capital heavy businesses into capital light businesses.  12 times earnings, good valuation and a very solid company.  (Analysts’ target: $54.00).

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
TOP PICK
SWK-N Stanley Works, The Market Call (BNN TV) 2017-12-14 $0.000

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet.  They invested in Craftsman from Sears.  55% of revenues are from the US and the rest are from outside.  They raised the dividend for 50 years.  (Analysts’ target: $183.00).

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Yes View
BUY on WEAKNESS
TCL.A-T Transcontinental Inc. (A) Market Call (BNN TV) 2017-12-14 $0.000

The company is transforming itself from traditional printing like the Global and Mail, getting into socialized packaging.  He thinks it is a decent strategy.  The analyst community in the US does not know how to value this company.  He would add on any pull back.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
DON'T BUY
TDG-T Trinidad Drilling Ltd Market Call (BNN TV) 2017-12-14 $0.000

Drilling rigs in Canada and the US. It is trading cheaply, below book value.  A lot of analysts are not bullish on day rates for rigs.  That could change.  The best rigs with the best crews will be put to use.  He would prefer PD-T.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
WEAK BUY
TRP-T TransCanada Corp Market Call (BNN TV) 2017-12-14 $0.000

The pipeline space is quite stable.  Their plans are quite good.  He could only own so many names in the space.  He prefers PPL-T because they are diversified more into the mid-stream and infrastructure spaces.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC No View
DON'T BUY
UPS-N United Parcel Services Market Call (BNN TV) 2017-12-14 $0.000

This is their busy time.  It is not as compelling now.  Their peak date is in a few days.  Their seasonal hiring may be a little bit less this year.  They get surges and try to deal with it by charging higher rates.  It could lead to higher costs also.  Between now and Christmas if there is no bad weather the company could do well.  It all has to do with how they deal with the surge in business.  At some point Ecommerce growth will slow.  At the current valuation it is not as compelling as at lower levels.

Michael Simpson, CFA NORTH AMERICAN DIVIDENDS OPTIMISTIC Unknown View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-13 $0.020

Market. Believes we began a re-evaluation of the equity asset class in 2013. 2013 was when we took out the highs of the bull market of the 1990s, and it was the first major global developed market to take out all time highs. That was and has been the leader ever since. Bull markets tend to last 15-18 years with interruptions. Since 2013, multiples have steadily been improving since people became more comfortable with the future. We had the first serious correction in 2015 and beginning of 2016, and that was a reset starting a 2nd cyclical rally. We’re about 2 years into that and probably have another year in front of us in the cyclical rally. The secular re-evaluation of the equities goes on for another 10-12 years. Earnings are going up, so we pay for that. The quality of the earnings is getting better. We have revenue growth as opposed to just cost cutting. The average company in the S&P 500 is yielding just over 6% on its capital, so you are getting paid about 3% excess return to buy stocks, compared to bonds. You're getting paid well to take risks. Expects that a year from now we will get a significant correction, but we have another year to get pretty significant returns before it happens. Once you have that correction out of the way, then you have another 3-4 years in front of you.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-13 $0.020

Bitcoins. He looked at this from an interest standpoint 4 or 5 years ago in the early stages, and has done a fair bit of work on blockchain, but who would've known that there would have been this kind of parabolic move. Anecdotally, some people are saying that when they go to sell their Bitcoins, it can be hard to actually realize the cash. The plumbing is really very early stage, but is slowly being built and he will see what it will build into. Blockchain technology, as it applies to a whole bunch of different industries, might be really, really interesting.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-13 $0.020

Lighten up on ETF fang stocks to put more into US financials? There is a question as to whether we are seeing money rotate from tech into some financials, which are a beneficiary of rising rates. We are in a reflationary cycle that benefits banks and the banks have a long path in front of them for revaluation. You want to own both. It is a great pairing to have the growth attached to the fangs, and at the same time have a significant position in the financials.

David Burrows NORTH AMERICAN - LARGE BULLISH _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-12-13 $0.020

Market. We are into tax loss selling which will put pressure on the upside going forward. People are becoming very wary of valuation levels. Since 2008, we haven't had any really significant setback in the markets. The underlying geopolitical factors are still at work. There are tensions in Europe but have been most predominant since 2008 with the debts of Italy, Portugal, Spain, etc. That ultimately led to the BREXIT vote. There are also tensions in Asia. The US itself is a big unknown right now because of NAFTA, which has been of particular concern in Canada. Despite that, the market has continued pushing ahead. He is in higher levels of cash than he was a year ago. That's about the only thing a prudent investor can do at this time.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
TOP PICK
AD-T Alaris Royalty Market Call Tonight (BNN TV) 2017-12-13 $18.990

Invests in a diversified range of private companies in North America. A number of their investee companies ran into problems, and at the same time, they got into a dispute with the CRA. It's been a long work-out with a number of these companies, and a few are still outstanding, but most things are beginning to settle and stabilize. Some of the investments have been renegotiated and are beginning to contribute to cash flow again. The main point is that they are beginning to deploy capital again in a very significant way. This has limited downside, but great potential upside. Dividend yield of 8.6%. (Analysts' price target is $23.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
PAST TOP PICK
AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-12-13 $20.440

(A Top Pick Feb 1/17. Down 42%.) It was as though the perfect storm had hit. Because they don't treat their pulses a certain way, they had some problems importing to India until they received the exemption. The company has diversified into the food and ingredients area more. Parts of the business are doing very well. He perceives this as more of a cyclical problem. They have an oversupply in a number of areas that have to work its way through the system, which could happen within the next 6 months to a year. At these prices, this stock could be fairly attractive, although it is a bit higher risk/reward.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
DON'T BUY
AGU-T Agrium Market Call Tonight (BNN TV) 2017-12-13 $143.550

Doesn't think you should get into this right now. He did own it, but when they announced that they were going to integrate with Potash (POT-T), that changed the complexion of the company quite a bit. Doesn't think there will be much in the way of a stock price change until it has been time-tested for a while.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
BUY
BABA-N Alibaba Group Holding Market Call (BNN TV) 2017-12-13 $176.470

This is right in the heart of e-commerce alongside of Amazon (AMZN-Q). It really is a juggernaut, growing at a tremendous rate. The most recent quarter revenues were up 63% and earnings were up 65%. The Internet stocks have had a tremendous year, especially Internet retail as a whole. It’s one you could have a little piece of to participate in the very important structural theme, which is not slowing down at all.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
BCE-T BCE Inc. Market Call (BNN TV) 2017-12-13 $62.800

There are some structural challenges in wire line telecoms, which historically get tied to interest rates. We have seen the secular long-term low in interest rates in June 2016, and we are unlikely to revisit them. Expect that rates move higher from here. This is not the #1 company he would choose in the group. Prefers Telus (T-T).

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
BX-N Blackstone Group LP Market Call (BNN TV) 2017-12-13 $31.990

This is really focused in private equity. He prefers to invest in companies that are in public securities. In 2000, when the stock market rolled over, investors slowly stopped investing in public markets and started making private equity investments because they weren't priced every day, and were not subject to the same kind of compliance and regulations that you were in public companies. In 2013, we began a new bull market in public market equities, so he would rather invest in companies that manage public market equities rather than private equities.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
DON'T BUY
CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-12-13 $11.630

(Market Call Minute.) The media group has been very tricky and is one he would avoid right now.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
BUY
CJT-T Cargojet Inc Market Call (BNN TV) 2017-12-13 $55.900

He really likes the transport sector as a whole. This company is a great business moving cargo for Air Canada (AC-T). Technically, the stock just recently broke out after having consolidated back to October 2015.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK
CMA-N Comerica Inc Market Call (BNN TV) 2017-12-13 $84.810

This is a $70 billion regional bank. Next year, the CCAR limit will rise up to $200 billion, so this bank will not have to go through that very expensive process. Compliance costs for them are coming down if deregulation hits. This is a big beneficiary of lower tax rates. There is improved commercial lending going on in the US and they benefit from that. 90% of their loans our floating rate loans. Dividend yield of 1.4%. (Analysts' price target is $83.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
BUY
CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2017-12-13 $43.400

Canadian Natural Resources (CNQ-T) or Suncor (SU-T) for a longer outlook for gains? They are almost interchangeable. They are the 2 quality companies in the Canadian oil patch, and the 2 that have been able to purchase assets at good prices, while other companies were down. He owns both, and it is a coin toss as to which would do better in the next couple of years. He would be a buyer of both.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
CPG-T Crescent Point Energy Corp Market Call (BNN TV) 2017-12-13 $8.700

Energy has been a sloppy sector this year, and this has not been one of the stronger holdings. He doesn't like this as an investment. However, it is under pressure with tax loss selling. If he were going to do something with it, he would probably get through year end and see how it begins to trade at the beginning of the year. There will be some bottom fishing at the beginning of the year with people looking for things that were under pressure from tax loss selling. The energy sector can improve a little here. Longer-term, he would be a seller of this.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2017-12-13 $8.700

Thinks this is going to do fairly well in 2018. Over the last number of years, it’s managed to restructure its balance sheet. At one time they paid a totally unsustainable dividend. Even in the current market, they figure they can continue to grow cash flow, even at $55 West Texas intermediate pricing. It probably has more drilling opportunities and more land in good areas, then a lot of the competition. It could be worth taking a serious look at.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
BUY
CS-N Credit Suisse Group Market Call (BNN TV) 2017-12-13 $17.510

He is very favourable on banks. He has been more focused in the US than in Europe, but money has been moving into the European market all year long. This was with the view that if the global economy is getting better, there is a little more leverage in the European markets. This bank is performing well. It broke out technically at $16. He believes we are in early stages of reflation around the world. This one is a great brand, and will participate.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
BUY
CSCO-Q Cisco Market Call (BNN TV) 2017-12-13 $38.150

(Market Call Minute.) The chart on this looks great and it is in the right theme. Capital spending will be the name of the game next year. This is one he would buy.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
BUY
DSG-T Descartes Market Call (BNN TV) 2017-12-13 $36.270

This is in the logistics business. It has been a very strong performer over the last few years, but has come under pressure over the last few weeks, but pulled right back into the 150-day moving average. Technically it is still okay. He likes the long-term theme. If it broke the 150-day moving average, he would be gone. In the near term, it provides a pretty good entry point.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK
DWDP-N DowDuPont Inc. Market Call (BNN TV) 2017-12-13 $70.560

(A Top Pick Feb 14/17. Up 6%.) He bought this because it was going through this reorganization. They are putting the 2 companies together and then they are going to break them up into 3 pieces. With relatively low feed-cost stocks and an improving economy, the opportunity to grow is there.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
ENF-T Enbridge Income Fund Holdings Market Call Tonight (BNN TV) 2017-12-13 $29.810

Doesn't own this, but does own Enbridge (ENB-T). The company was very smart reorganizing into 2 structures. Lately they’ve done a lot to shore up the capital structure of both. If buying for yield, this has a slight advantage, but Enbridge (ENB-T) has reiterated that they intend to grow their dividend by about 10% over the next few years. They keep adding assets that are adding more cash flow. All the pipeline companies look somewhat expensive, and all go through the cycle of issuing equity to invest in capital expenditures, which adds to debt. Once those report cash flows, you are into the same cycle again. Prefers Enbridge (ENB-T) and taking the slight discount, but really doesn't have a problem with this one.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT
FFH-T Fairfax Financial Market Call Tonight (BNN TV) 2017-12-13 $663.730

Prem Watsa's investing approach is often compared to Warren Buffett's. He believes that over the long-term, the stock price is going to reflect a company's ROE relative to the Price to Book that you are paying for. If you take a very long-term view of this company, it is a fairly safe place to invest. If there was any pullback, this would be a very, very good buy.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
PAST TOP PICK
FTS-T Fortis Inc. Market Call Tonight (BNN TV) 2017-12-13 $47.240

(A Top Pick Feb 1/17. Up 18%.) He likes this, but hasn't been buying it lately. His cost basis was normally around $40. They've very successfully diversified from just being a power producer to also being a power transmission system. Over the last 10 years they've made 2 really large acquisitions very successfully. Excellent management. There are exposed to different regulatory systems, but they have enough growth in assets going forward that there will be more free cash flow and higher dividends over time.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK
HBM-T Hudbay Minerals Inc. Market Call Tonight (BNN TV) 2017-12-13 $9.700

There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
PAST TOP PICK
HD-N Home Depot Market Call (BNN TV) 2017-12-13 $183.030

(A Top Pick Feb 14/17. Up 32%.) This is really a play on a resurgence on the housing market in the US, which is growing very nicely in most major states. The millennials are starting to buy homes. This company is growing at twice the growth of the GDP on same-store sales. They've been able to grow their dividend north of 20% a year for the last 5 years.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
IBM-N IBM Market Call (BNN TV) 2017-12-13 $153.910

(Market Call Minute.) This company is tying their wagon to artificial intelligence. The stock has come off its lows of August, and the jury is still out. He would be a "solid neutral" on this.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
KBL-T K-Bro Linen Inc Market Call Tonight (BNN TV) 2017-12-13 $42.500

This has been moving up significantly. Doesn't know if they have new contracts, but over the last few years, they’ve gained a lot of market share in the markets they are in. A smaller company, but extremely well-managed.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
DON'T BUY
LB-T Laurentian Bank Market Call (BNN TV) 2017-12-13 $56.730

Banks is a sector that are performing well, and you don't need to buy one that has a perceived problem. If the market is doing well, you want to participate. If this is underperforming the bank sector, he would not be a buyer.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
LB-T Laurentian Bank Market Call Tonight (BNN TV) 2017-12-13 $56.730

Within the banking group, this has always been in the higher risk/reward, more regional, more restrained area. You are always more exposed to the Canadian consumer and Canadian commercial elements. It’s always been reasonably well managed. Their dividend is extremely well covered. If buying for yield and willing to be patient, this could turn out to be a good investment at these levels.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
COMMENT
LIF-T Labrador Iron Ore Royalty Market Call (BNN TV) 2017-12-13 $24.480

This has been a great holding. Canada is unique in that we have a bunch of companies built in a structure to pay investors a regular cash flow stream, but at the same time tied to the global economy. This company gets a royalty stream on every pound of iron ore produced by Rio Tinto.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
PAST TOP PICK
MFC-T Manulife Financial Market Call Tonight (BNN TV) 2017-12-13 $26.720

(A Top Pick Feb 1/17. Up 11%.) The life insurance industry is very well positioned to take advantage if we have rising rates going forward. This company has always been particularly adept at placing itself in Asia where there is a tremendous amount of growth. Well diversified. With the new CFO, he thinks they are going to pay attention to some of the legacy problems they've had in the US. Overall, he expects profitability and margins will have a very good chance of increasing fairly significantly over the next while. This is still a Buy.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
PAST TOP PICK
MS-N Morgan Stanley Market Call (BNN TV) 2017-12-13 $53.180

(A Top Pick Feb 14/17. Up 19%.) Capital markets companies like this are the absolute leaders, and are just breaking out to the upside. This has a long way to go.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
COMMENT
MSI-T Morneau Shepell Inc Market Call (BNN TV) 2017-12-13 $22.490

We are in a market where things that have been working have changed over the last couple of years. When that happens, institutions look at their investment managers to see if they’ve been keeping up or not. Because markets have been going through structural changes and institutions have been going through reallocations, there are lots of searches going on for managers. This company is right in the heart of that business and participates. It has been a pretty good performer and he would have no trouble owning the stock.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-12-13 $54.450

Wonders at how much more good news there can be in this. They’ve benefited a lot from attrition in the industry. Also, have diversified more into service and parts, which has been very good for them. At current multiples, it is trading at close to 5X BV and 20X Forecast Earnings with a yield of 2.4%. Feels the weight has shifted more to the downside than to the upside.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
COMMENT
NVDA-Q Nvidia Corp Market Call (BNN TV) 2017-12-13 $186.180

This is at the centre of a number of really important long-term themes, machine learning, augmented reality, automated driving and Bitcoin. This is a stock that does correct. Semiconductors as a whole have pulled back over the last 2 weeks. Believes this is just a bit of year-end positioning. Feels the long-term trend in the stock is intact. This is trading at $187, and would take a break of $160 for him to get concerned.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
SELL
OCLR-Q Oclaro Market Call (BNN TV) 2017-12-13 $7.500

(Market Call Minute.) This has struggled all year and broke down in the month of October. He would stay away from this.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
COMMENT
PEY-T Peyto Exploration & Develop. Market Call Tonight (BNN TV) 2017-12-13 $14.400

Although the price has dropped considerably, the risk is still very high. The company has gone a long way to improve its balance sheet, and has excellent properties. However, it is still very, very sensitive to the commodity price, which is where the main part of the risk comes in. The potential upside is many multiples to what he thinks the downside is.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
BUY on WEAKNESS
PKI-T Parkland Fuel Corp Market Call Tonight (BNN TV) 2017-12-13 $26.450

He likes this, but was in at much lower levels. They recently made 2 fairly large acquisitions. They've been very smart acquirers over the years, and have really added to their base of earnings. Well positioned in their markets. Prefers buying at $25 or under. The yield is over 4%.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
HOLD
POW-T Power Corp Market Call Tonight (BNN TV) 2017-12-13 $32.350

Has minimal exposure to this. A 4%+ dividend is a fairly attractive place to have some money parked. Doesn't see any significant downside.

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
TOP PICK
SCHW-Q Charles Schwab Market Call (BNN TV) 2017-12-13 $18.310

Retail and private investors are becoming more engaged with markets. There was $700 trillion in wealth created last year in the US. This company has about 10 million accounts, and are opening 100,000 accounts a month. 1% growth a month is not so bad. Their asset management and advisory business is growing very nicely. They have about $3 trillion in clients’ assets and hold a tremendous amount of cash. As rates go up, the margins they make is very, very good. Dividend yield of 0.6%. (Analysts' price target is $50.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
BUY
SHOP-T Shopify Inc. Market Call (BNN TV) 2017-12-13 $132.390

(Market Call Minute.) This has been consolidating. It's in a very good theme. He would buy this stock.

David Burrows NORTH AMERICAN - LARGE BULLISH No View
PARTIAL SELL
SOX-T Stuart Olson Inc Market Call Tonight (BNN TV) 2017-12-13 $6.790

The company has not only created some stability within operations, but also have the potential of improving operations going forward. When they converted from the old Churchill Corp. they took on a lot of contracts that were fixed price that went over budget, making it a real drag. Since then, they’ve diversified into other markets. They have more presence in other provinces than just Alberta. If there is going to be more spending in electrical work in buildings, and infrastructure to some extent, this company should still have a bit more room to run. If you own, he would take some profits and limit this to a smaller portion of your portfolio.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
BUY
SQ-N Square Inc Market Call (BNN TV) 2017-12-13 $36.190

Sell or Hold? One of the clear themes in this market has been Fintech and companies around payments. Digital payments are growing very, very rapidly and are going to continue to do so. This company is very effective in the midsize and small size companies providing the ability to transact, doing analytics, managing receipts, etc. It has recently pulled back from $49 into the 50-day moving average, and has done this type of pullback probably 10 times in the last 2 years. Each time has been an opportunity to Buy. There is very strong sales revenue growth, and is in a sector that is very attractive. In the near term there has been money rotating from technology to other sectors, but he thinks technology and Fintech are sectors that are going to perform well in the next year. He would buy this.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
BUY
SU-T Suncor Energy Inc Market Call (BNN TV) 2017-12-13 $44.000

Canadian Natural Resources (CNQ-T) or Suncor (SU-T) for a longer outlook for gains? They are almost interchangeable. They are the 2 quality companies in the Canadian oil patch, and the 2 that have been able to purchase assets at good prices, while other companies were down. He owns both, and it is a coin toss as to which would do better in the next couple of years. He would be a buyer of both.

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
BUY
T-T Telus Corp Market Call (BNN TV) 2017-12-13 $48.600

Having doubled my money, do I buy more or diversify into something else? A theme that has worked in this market for a long time is dividend growth. This company has been a poster child for years and years. He is not a huge fan of the telcos, because it falls into the camp of the bond proxy like sectors. Within the sector, this has a very high exposure to wireless, and technically the stock looks very, very good. It has just broken old of a 2-year base, and consolidated the breakout, so next year looks quite good.

David Burrows NORTH AMERICAN - LARGE BULLISH Unknown View
COMMENT
T-T Telus Corp Market Call Tonight (BNN TV) 2017-12-13 $48.600

This has been extremely well-managed. Relative to Bell (BCE-T) it has made great strides positioning itself, not only within the wireless market, but also profitability wise. Has a good dividend history. With a long-term view, this is a good stock to own.

Michael Sprung CANADIAN LARGE CAUTIOUS Unknown View
COMMENT
TD-T Toronto Dominion Market Call Tonight (BNN TV) 2017-12-13 $72.370

His principle holdings are Royal (RY-T), Bank of Nova Scotia (BNS-T) and CIBC (CM-T). TD has made a foray into the US and is doing very well, but it is taking a lot of capital to develop that. It’s a long-term payback to current shareholders when companies are on very large forays creating a position in US markets. an extremely competitive market. Recent results on US retail, where not quite up to what people were hoping for. Overall though, they've done extremely well in positioning themselves.

Michael Sprung CANADIAN LARGE CAUTIOUS No View
TOP PICK
URI-N United Rentals Market Call (BNN TV) 2017-12-13 $163.810

He wants to own things that benefit from corporate and business optimism. Feels capital spending will be a significant theme and industrials will play a part. This company has 2 main businesses, they rent equipment and machinery to industrial companies, and they rent construction equipment to non-residential construction companies. This is a prime beneficiary very of a stronger US economy. It has a relatively high tax rate, so they benefit from the tax plan. They also benefit from the theme that companies don't necessarily want to spend all the money on their equipment, they want to pay for it on an ongoing basis. (Analysts' price target is $160.)

David Burrows NORTH AMERICAN - LARGE BULLISH Yes View
TOP PICK
WN-T George Weston Ltd. Market Call Tonight (BNN TV) 2017-12-13 $111.540

There’ve been some challenges in the frozen food area, but these are temporary, and they are going to step in and fix that. There is a new president coming in, which will pay particular attention to their problems. 70% of their exposure is Loblaw's (LB-T). Through the buyback program they’ve initiated, they are going to go through the 50% level once again. Loblaws is the dominant grocer in Canada. Dividend yield of 1.6%. (Analysts' price target is $120.50.)

Michael Sprung CANADIAN LARGE CAUTIOUS Yes View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-12 $0.020

Economy. This economic expansion has been slow. We are in the 8th year of a recovery. The US economy bottomed in Q3 of 2009, and the cumulative GDP growth is 19%, whereas the historical average is 26%, so there is still a lot of headway. We are only getting 2.5% GDP growth and in the 8th year of recovery, and when you think of all the accommodation the Fed has put into the system, we are in an environment where we will be lower for longer. Now we are getting other economies, the euro zone, Japan, China and emerging markets kicking in, which is helping the global economy. The Canadian market has really lagged, particularly since the composition of the TSX includes a heavy weighting of energy and mining.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-12-12 $0.020

Market.  The new Cannabis for 2018 is Bitcoin, but he likes to think it is Block Chain upon which Bitcoin is based that is the new Cannabis.  Block chain, people are beginning to realize, is very serious.  Everyone has suddenly woken up and realized they have to take a hard look at it.  It will make easier transactions over international borders.  It is being used all over the world real time already.  It is a software/hardware situation.  He bought in a year ago.  There are new companies coming into it daily, although only one is publicly traded in Canada.  People are focused on the frenzy of the amazing gains and maybe someday there will be an amazing tumble in Bitcoin.  People may not take all the profit this month because they will have to pay the tax man for the capital gains.  Cannabis is going to carry on and the high fever of Bitcoin will continue.  He only invests in Block Chain though, not Bitcoin.

Michael Smedley CANADIAN BULLISH _N/A View
HOLD
AAPL-Q Apple Market Call (BNN TV) 2017-12-12 $171.700

(Market Call Minute.) If you own this, continue holding as you will get the refresh cycle with their new phones. It has a lot of cash. Going forward, she wants to see more innovation.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
BUY
AGT-T AGT Food & Ingredients Market Call Tonight (BNN TV) 2017-12-12 $20.390

It had a bit of a tough year but it was commodity related.  It is almost a one of a kind – the big one in the world.  He has it for the long term.  He does not think it will be caught in tax loss selling, however.

Michael Smedley CANADIAN BULLISH Yes View
BUY
ALA-T Altagas Ltd Market Call (BNN TV) 2017-12-12 $28.840

Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? This has a US acquisition which is expected to close next year that provides an attractive yield. She doesn't have a bias towards one or the other, and you can do either one.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
BB-T BlackBerry Market Call Tonight (BNN TV) 2017-12-12 $13.700

(A Top Pick May 26/17, Down 8%)  It’s a renovated, reconstructed company now.  It is not going back to the old tier, and it is going to be hard to crank it up to the previous levels.  But that won’t stop it getting back into the $20 range.  It has continued to earn royalties on the hardware.  It is now a specialized software companies.

$20+ Michael Smedley CANADIAN BULLISH Yes View
BUY
BBD.B-T Bombardier Inc (B) Market Call Tonight (BNN TV) 2017-12-12 $3.150

Next year will be better than the last.  The airbus deal creates quite a wholesome deal for them.  He bought a little personally thinking that it had somewhat turned a corner.  Today’s European rail car deal may not have very good margins, however.

Michael Smedley CANADIAN BULLISH Yes View
BUY
BOS-T Airboss of America Market Call Tonight (BNN TV) 2017-12-12 $10.390

He thinks it might be bought out at some point.  It will likely go up in 2018.  It is a supplier into the oil industry among others.  It probably won’t go down if there is a correction.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2017-12-12 $27.690

Prefers the parent, Brookfield Asset Management, which is where she has her exposure. It gives you a more diversified holding. Management has a long-term view on malls and retail. High quality malls will always have a place. This would be a good long-term investment.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-12-12 $3.870

Despite the fact that we see WTI up to $57 and Brent over $60, the Canadian producers are not reflecting those price levels. In fact, the differential has widened. A lot of Canadian energy producers are down, and she doesn't have a lot of exposure. Feels this one is more highly levered than some of the others. She would rather own a very low-cost producer with a very strong balance sheet.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
BTL-X BTL Group Ltd. Market Call Tonight (BNN TV) 2017-12-12 $11.310

(A Top Pick May 26/17, Up 145%)  On the basis of current business it is extremely well valued.  But it is early days with a very seriously usable platform in block chain for trading.  They will get clients and have had trial runs with V-N in Europe and with major oil and gas companies.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2017-12-12 $37.100

Doesn't follow this closely. It owns a lot of apartment buildings, particularly in areas like Metropolitan Toronto, where the housing market is relatively tight. Very steady cash flow streams. They get rate increases every year, so it's a relatively defensive type of investment. A good candidate if looking for yield and a defence of cash flow. Dividend yield of 3.5%.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD
CCL.B-T CCL Industries (B) Market Call (BNN TV) 2017-12-12 $59.400

(Market Call Minute.) She would continue holding. It’s a bit expensive, so she wouldn't buy it.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-12-12 $59.400

(A Top Pick May 26/17, Down 4%)  It is in a stage of pause.  It is a brilliant company.  It has an exciting and nasty polymer bank note business. 

Michael Smedley CANADIAN BULLISH Yes View
DON'T BUY
CJR.B-T Corus Entertainment (B) Market Call (BNN TV) 2017-12-12 $11.740

Although it has had a huge dip, her preference would be to stay away and wait, because when you get to levels like this, there is a question about sustainability of the dividend. Distribution channels are changing, so they are kind of in a changing landscape.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
TOP PICK
CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2017-12-12 $15.760

This is a demographic play. The stock hasn't done too much in the past 3-6 months where we have seen the overall market rally. Just did an equity issue at $15.20, to retire some debt as well as to fund an Alberta acquisition. Dividend yield of 3.7%. This is the largest Canadian operator in seniors housing. Very good operators and have a good pipeline of organic projects as well as some of their M&A. (Analysts' price target is $17.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY
CSW.A-T Corby Spirit and Wine (A) Market Call Tonight (BNN TV) 2017-12-12 $21.600

[Caller asked about 'B' but BNN put up chart for 'A'] It is a fine company.  He has been in it long term.  It is inclined to go up a little.  People holding it don’t usually go rushing out the door because of the tax year.

Michael Smedley CANADIAN BULLISH Yes View
WATCH
DOO-T BRP INC. Market Call Tonight (BNN TV) 2017-12-12 $49.360

The recreational part of Bombardier.  They do extremely well.  He thinks it will continue to do very well.  It is controlled by the fairly than this is not a bad thing.  He doesn’t know if you buy it here if there is a big correction coming.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
ECS-T Ecobalt Solutions Inc. Market Call Tonight (BNN TV) 2017-12-12 $1.700

The best of the small cobalt companies in North America.  It has an asset that is alive and well.  It will be raising money for it while next door a mine is being decommissioned. 

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
ENB-T Enbridge Market Call (BNN TV) 2017-12-12 $49.330

Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be this. It has been held back by the uncertainty of the financing of their capital program and that has now been alleviated. Also, they are more diversified getting into natural gas.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK
ENB-T Enbridge Market Call (BNN TV) 2017-12-12 $49.330

She likes the Spectra acquisition they did as it diversified them into the US and international gas. They issued $1.5 billion in a new equity issue amongst 3 private institutions, so the overhang on their funding requirements has been alleviated. Dividend yield of 5.4%, and have confirmed dividend growth of 10% annually to 2020. (Analysts' price target is $60.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
ENF-T Enbridge Income Fund Holdings Market Call (BNN TV) 2017-12-12 $29.420

She likes the group, but doesn't own this. They recently did an equity issue to alleviate funding concerns over the next few years, as they have a big capital spending program. Provides a very attractive yield of 7%, which she feels is safe. Prefers the parent Enbridge (ENB-T). (See Top Picks.)

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
FB-Q Facebook Market Call (BNN TV) 2017-12-12 $176.960

Which of the FANG stocks do you least prefer? She probably wouldn't sell any. Would look at the valuation levels to see which were the most onerous and possibly trim back on the one that is the most elevated. Facebook (FB-Q) is probably the one most richly valued.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
TOP PICK
FNKO-Q Funko Inc. Market Call Tonight (BNN TV) 2017-12-12 $8.040

Collecting fads.  It is a very large and serious American company.  It has great experience even though it is new to the market.  (Analysts’ target: $12.00).

Michael Smedley CANADIAN BULLISH Yes View
DON'T BUY
G-T Goldcorp Inc Market Call (BNN TV) 2017-12-12 $15.160

(Market Call Minute.) Has very little gold exposure. Gold prices have been very weak, and she doesn't see any urgency to get into this. She is not adding to her position or buying for new accounts right now.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
GE-N General Electric Market Call (BNN TV) 2017-12-12 $17.910

Hold or Sell? This has probably bottomed now, given that the new CEO has come in. He cut the dividend quite dramatically, and intends to sell more assets. Their core power business is not doing very well and will take a number of years to rectify. If you are a very long-term investor, and have ridden out the pain, it likely has bottomed and things can only get better going forward. Prefers United Technologies (UTX-N).

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
WAIT
GILD-Q Gilead Sciences Inc. Market Call (BNN TV) 2017-12-12 $76.090

Has a very strong balance sheet, and is looking for future growth. They’re not able to satisfy that organically, so are going out to make acquisitions. They announced one a few months ago, and expects they are going to continue to look. However, they are not cheap, so Gilead may have to pay a very full price. The company is well-managed and owns fine assets, but she would wait.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-12-12 $1048.770

(A Top Pick Dec 14/16. Up 29%.) FANG stocks have all done quite well as a group. This has online advertising and is the leader in online search. They are going to garner a natural share of online advertising.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
HOLD
GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2017-12-12 $7.640

It is a very long term appreciation.  It is a very fine business in that it finances and funds other production that it believes will come its way.  It won’t move up until the time comes and you might have to wait a long time.  It is not speculative.

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
HIVE-X HIVE Blockchain Technologies Market Call Tonight (BNN TV) 2017-12-12 $3.900

Another Block Chain technology and Block Chain mining company.  It is data accumulation and mining.  It is a strange area.  Block Chain was set up with the miners rewarded for their mining of new coin.  It is limited to $21 Million.  It is mind boggling the amount of computing power needed to mine this crypto currency. 

Michael Smedley CANADIAN BULLISH No View
COMMENT
IPL-T Inter Pipeline Market Call (BNN TV) 2017-12-12 $27.520

Inter Pipeline (IPL-T) or Enbridge (ENB-T)? If she had to choose between one or the other, her preference would be Enbridge. It was held back by the uncertainty of the financing of their capital program and that has now been alleviated. Also, they are more diversified getting into natural gas.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY
IPL-T Inter Pipeline Market Call (BNN TV) 2017-12-12 $27.520

Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? She doesn't have a bias towards one or the other, and you can do either one.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
JNJ-N Johnson & Johnson Market Call (BNN TV) 2017-12-12 $142.600

(A Top Pick Dec 14/16. Up 28%.) She continues to like this. All 3 divisions are doing well, but their pharmaceutical division is doing particularly well.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK
JWEL-T Jamieson Wellness Market Call Tonight (BNN TV) 2017-12-12 $22.320

It is the most prominent name in wellness and vitamins.  This company is becoming globally entrenched, but it is very Canadian.  It will carry on growing.  It has had great numbers.  They are at the low end of the price range as holistic people would be willing to pay three times more for the pills.  He thinks it has growth potential.  (Analysts’ target: $22.25).

Michael Smedley CANADIAN BULLISH Yes View
HOLD
KAT-T Katanga Mining Ltd. Market Call Tonight (BNN TV) 2017-12-12 $1.680

They announced that they are the only big listed cobalt producer.  They have been out of production as they modernize their plant.  It will take a year or two to get to their expected higher production.  They know how to operate in the Congo.  They are 60-70% of world production.

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
KEY-T Keyera Corp Market Call (BNN TV) 2017-12-12 $35.030

Just did a big equity issue of more than $400 million, and some were surprised by that. Generally speaking, the group has been a bit soft with the volatility in Canadian crude oil/natural gas prices. In this environment, you just ride this out and hopefully the commodity price improves.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD
MMM-N 3M Co. Market Call (BNN TV) 2017-12-12 $236.580

This has done very well in the last 3 months. Just put out some guidance for next year, which was better than expected. A very high quality diversified industrial company in the US, and is quite global with about 60% of revenues from outside North America. Valuation is relatively expensive, trading above its historical metrics in terms of the PE ratio, so she wouldn't be chasing it.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
HOLD
MSFT-Q Microsoft Market Call (BNN TV) 2017-12-12 $85.580

(Market Call Minute.) Doesn't own this, but it’s on her Watch List. Likes the commercial Cloud business they are growing. It’s a high margin business going forward, and they have a good opportunity to take share in that space.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
BUY
NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-12-12 $54.130

There probably won’t be a better time to buy as it has been in a state of pause.  You probably have a buying point for the long term.  It is a good company and is very well run.

Michael Smedley CANADIAN BULLISH Unknown View
BUY
PAT-X Patriot One Technologies Inc. Market Call Tonight (BNN TV) 2017-12-12 $1.160

It has scanning by radar instead of by camera (E.g.: Las Vegas Shooting).  You have to be patient.  It sold off a little.

Michael Smedley CANADIAN BULLISH Yes View
WAIT
PBH-T Premium Brands Holdings Corp Market Call Tonight (BNN TV) 2017-12-12 $105.720

It is one of the best.  They are a great convenience for people.  It is a brilliant company and is one of Canada’s best.  You should buy it if you don’t hold it.  If the market corrects after the end of the year then you might get it a little cheaper.

Michael Smedley CANADIAN BULLISH Yes View
COMMENT
POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2017-12-12 $25.480

The merger with Agrium (AGU-T) has been approved. She owns Agrium and likes the merger/acquisition. Just did an Australian acquisition to expand their presence there. Going forward, this is where they are going to focus on a lot of their growth.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
RIOT-N Riot Blockchain Inc. Market Call Tonight (BNN TV) 2017-12-12 $0.000

Another way to play Block Chain technology.  The recent performance will prove to be a spike in the long term.

Michael Smedley CANADIAN BULLISH Unknown View
COMMENT
ROOT-T Roots Corporation Market Call (BNN TV) 2017-12-12 $9.950

This was a $12 IPO recently. When they went public, it was secondary so the money was being paid to the founders of the firm, and not to the company. So, the company still has to grow. Their category is not a high growth one, just basic attire. Projected growth rates were not that high. The company is really having to prove itself. It is hard to see that what they offer is so unique.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
RY-T Royal Bank Market Call (BNN TV) 2017-12-12 $102.050

(A Top Pick Dec 14/16. Up 17%.) She likes the banks as a group. They’ve started to pick up their price/share performance mid year. This has been one of the leaders in the group. Has about a 22% exposure in the US, which she likes. While the valuation is a little elevated versus historical averages, the earnings are coming through and are pretty stable. Their payout ratio is about 46% of earnings, and the targets are 40%-50%. They are going to continue to get that 7%-8% earnings growth.

Christine Poole NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK
S-T Sherritt International Corp. Market Call Tonight (BNN TV) 2017-12-12 $1.390

He bought it last month.  They are capable of extremely high purity in nickel, which is very much in demand for batteries.  (Analysts’ target: $1.60).

Michael Smedley CANADIAN BULLISH Yes View
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