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
  
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
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