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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
  
DON'T BUY
GS-T Gluskin Sheff and Associates Market Call Tonight (BNN TV) 2017-11-14 $15.480

Founded by 2 people who were geniuses in the business of managing money for high net worth families. The stock has struggled. The company makes its money by charging a fee on assets under management, but also by charging a participation fee on profits. Increasingly, high net worth families are resisting paying participation, simply because they don’t have to. Because of this, the company has difficulty in expanding its asset base and producing the kind of profits investors want to see.

David Baskin NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
GUD-T Knight Therapeutics Market Call (BNN TV) 2017-11-14 $7.860

He really likes this company, but is beginning to think he might be in the minority. Over 5 years, it is up over 100%. Has done well for longer-term investors. About 65% of their market cap is in cash, so there is some downside protection. Management has been doing a good job in investing money. You have to be patient. It’s going to take time for them to deploy all the cash they have.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT
HIVE-X HIVE Blockchain Technologies Market Call (BNN TV) 2017-11-14 $3.450

Digital currency is really interesting. Doesn’t think anyone really knows what is going on generally. The real large demographic news case is still getting developed. You have to going to the space with eyes open. It is speculative. If you have a speculative portion of your portfolio and understand you may lose 50% or 100%, you can make a case for this. He thinks it is going to get interesting when the markets open up a bit and you get ETF’s holding these.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT
HLF-T High Liner Foods Market Call Tonight (BNN TV) 2017-11-14 $13.310

This has not been one of his great, shining picks in the last 2 years. He made a fortune on the stock in the early part of the decade. Unfortunately, they took part of it back. Poor execution on a recent acquisition of a shrimp company in south east Asia, and they had some product recalls that really hammered earnings. Their 4th quarter was better. He hasn’t given up on this yet.

David Baskin NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
HR.UN-T H&R Real Estate Inv Trust Market Call Tonight (BNN TV) 2017-11-14 $21.960

Largely a commercial and industrial manager of real estate assets, and for years and years a wonderful simple strategy. They would build a commercial building, mortgage it, lease it for 20 years and lock in a spread. It was predictable and it was great. They then branched out, and in 2008 had a near-death experience when they built the Bow office tower in Calgary. They almost ran out of money because they hadn’t locked up their financing. This is a low growth company. Distribution is growing, very slowly. It’s the kind of company that will suffer if interest rates grow. The 6% distribution is not a dividend and is taxed as other income, but is absolutely safe. This is only a yield play.

David Baskin NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT
KFY-N Korn/Ferry International Market Call Tonight (BNN TV) 2017-11-14 $41.510

One of the premier international headhunting firms. Firms like LinkedIn and other websites have cannibalized the hiring market, but mostly on the lower end. For people like COO’s, CEO’s, CFO’s etc., that is where companies like this make their money.

David Baskin NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK
KXS-T Kinaxis Inc Market Call (BNN TV) 2017-11-14 $70.850

Just lost a big customer in the far east, and the market got really concerned, but it really looks like it was a head fake. Their recent earnings growth is still there and they’re partnering with new customers who can help sell their products. This and Shopify (SHOP-T) are your 2 larger cap growth tech companies out there. Now that Shopify is seeing some issues, some attention may be turning back to this company. A volatile name, but if you can look out past a year, this company is going to do well for shareholders. (Analysts’ price target is $87.50.)

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
BUY
MG-T Magna Int'l. (A) Market Call (BNN TV) 2017-11-14 $67.240

Has done a good job of adapting to all the peak auto concerns and autonomous cars. There is still going to be a demand for cars regardless, and this company can supply the parts. The balance sheet remains strong. They are buying back shares as well as having a dividend. Still a pretty cheap company. The premier manufacturing company.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT
MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-11-14 $67.240

Had very good earnings. Everybody was talking about the NA car market peaking out, which he thought it did in 2015, but not very fast. The company is threatened by changes in NAFTA. They have plants equally in Canada, Mexico and the US, roughly 17 plants in each country. Has a fully integrated supply network across those 2 borders. If NAFTA talks fail, no one knows what is going to happen. Readjusting to a NAFTA-less world would be difficult for the entire auto industry. They are well positioned for any changes in the auto industry.

David Baskin NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT
NFI-T New Flyer Industries Inc. Market Call Tonight (BNN TV) 2017-11-14 $50.570

Doesn’t follow this closely although he knows it has been a tremendous success. Toronto says it is going to be converting to electric buses, and this company has unveiled the next generation of electric transit buses. Cities are altering their transit infrastructure, and will be going towards greener stock. If this company is into that, then it might be a good horse to ride.

David Baskin NORTH AMERICAN - LARGE UNKNOWN Unknown View
BUY on WEAKNESS
PBH-T Premium Brands Holdings Corp Market Call (BNN TV) 2017-11-14 $95.150

A provider of specialty meat brands and sandwiches for service stations. They go for the niche goods, so they don’t have to compete as much on costs. He really likes this company. Not doing well today, because the earnings missed pretty significantly on the top and bottom lines. Views it as just a hiccup, and longer-term it is just fine. Expensive, but the best companies usually are expensive for a reason. He would be okay with adding on weakness.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT
PHO-X Photon Control Market Call (BNN TV) 2017-11-14 $1.660

He really likes this. They largely do positioning slow sensors for the semiconductor industry. Has a new customer they are ramping up, so there is some good organic sales potential. Currently going through a certification process with their new facility, but there are no issues. Very strong balance sheet. Good growth behind them. There is lots to like here.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK
POW-T Power Corp Market Call Tonight (BNN TV) 2017-11-14 $32.850

(A Top Pick Oct 13/16. Up 21%.) His thesis is that the basic business is okay, and Paul Desmarais’s sons would reinvigorate the company after his death. He was wrong. No catalyst has emerged. However, prospects for insurance companies have improved somewhat, as interest rates have come up.

David Baskin NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
QCOM-Q Qualcomm Market Call Tonight (BNN TV) 2017-11-14 $66.000

The company has resisted the recent takeover offer. They make chipsets for mobile devices, and the government of China refused to enforce their patent rights on devices in China, which put a huge hole in their income statement. It’s an unresolved issue. He doesn’t know what is going to happen.

David Baskin NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT
QTRH-T Quarterhill Inc Market Call (BNN TV) 2017-11-14 $2.110

When they changed, he thought they might be able to get rid of the WiLan issues. They couldn’t put a consistent quarter together if their life depended on it. The quarter before, blew out estimates because they had some really big settlements with patent litigations. However, the recent quarter was not great, missing estimates and not doing what people expected. A pretty cheap company. Diversifying into an Internet of Things company, and he kind of likes the space they are trying to get into. It’s very hard to get excited about this company.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
COMMENT
RUS-T Russel Metals Market Call Tonight (BNN TV) 2017-11-14 $28.220

This is a “peak of the cycle” stock, i.e., it requires a very good economy with strong demand for its products in order to make a lot of money. This is not the kind of stock he likes. The 5.4% dividend is probably safe.

David Baskin NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
SIS-T Savaria Corp Market Call (BNN TV) 2017-11-14 $15.510

One of his favourite companies. They do accessibility solutions, such as adapted vehicles, elevator lifts, chairlifts, etc. Acquired Span America about a year ago which does cushions and beds, so the company now has pretty much an end-to-end offering for people with accessibility issues. There is a lot more torque with every sale they have. There are also cross-selling opportunities. Expect they will continue making international acquisitions.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK
SJ-T Stella-Jones Inc. Market Call (BNN TV) 2017-11-14 $49.780

(A Top Pick Sept 30/16. Up 11%.) Recently got into the lumber business along with their telephone poles and railway ties business. That was well timed as lumber is now hitting new highs. More of a “steady Eddie” stable type of name. Pays a decent dividend. Right now, railway ties are soft, but will come back.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
PAST TOP PICK
TOY-T Spin Master Corp Market Call (BNN TV) 2017-11-14 $15.150

(A Top Pick Sept 30/16. Up 56%.) A great Canadian story. He still likes this. They are very innovative. Last year they had Hatchimals, which was a blockbuster product, but doesn’t expect them to have the same sales this year. There is also the Toys “R” Us bankruptcy issues which might create some disruption in the short-term. Wait for 3 months until their holiday results come through.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN No View
PAST TOP PICK
V-N Visa Inc. Market Call Tonight (BNN TV) 2017-11-14 $111.980

(A Top Pick Oct 13/16. Up 38%.) He is not sure there is going to be any pullback, because the runway for growth is so enormous. The penetration of credit cards is very low in China and Southeast Asia.

David Baskin NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
XTC-T Exco Technologies Market Call (BNN TV) 2017-11-14 $10.220

He would call this a value investor’s dream. Across the board it is cheap, no matter what value metric you are using. It’s about a 3%-4% dividend. Has a good history of buying back shares and increasing the dividend. Hasn’t been doing too well lately, but feels there is potential in the next quarter or 2 with better earnings. A name you probably have to be patient with, but your downside risks are manageable.

Ryan Modesto CANADIAN SMALL & MIDCAPS UNKNOWN Unknown View
PAST TOP PICK
ZBH-N Zimmer Biomet Holdings Inc. Market Call Tonight (BNN TV) 2017-11-14 $112.210

(A Top Pick Oct 13/16. Down 11%.) This is medical parts, knees, hips, spinal fusion products, etc. Had felt the stock would benefit from aging baby boomers. However, they had some inventory problems, and didn’t experience the kind of growth he expected. It’s still a great place to be.p

David Baskin NORTH AMERICAN - LARGE UNKNOWN Yes View
N/A
A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-11-13 $0.020

Market.  GE-N announced a dividend cut.  It is not the company it was years ago.  It was like IBM 25 years ago when they reengineered it.  There will be tax loss selling to come and the dividend cut is probably not the first to come.  At some point it will probably be a bargain.  They won’t rebuild the dividend any time soon.  If this goes down to $15 then you are back to an attractive dividend.  We are starting to have to deal with BREXIT.  It will be disruptive.  All trade deals being broken by Trump will be so also.  The US is being very disruptive and this will be a negative for the world.  Tax reforms in the US:  It will be difficult to reconcile the state vs. federal taxs.  It will be a disappointing bill that will give you a sell-the-news affect.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Berman's Call 2017-11-13 $0.020

Educational Segment.  Bitcoin: He thinks it is speculative.  It is a crypto currency.  It is money:  a store of value, a unit of account and a medium of exchange (the definition of money).  The intrinsic value of Bitcoin is nothing.  It is more likely to be zero than anything else.  GBTC-N is a fund that trades in Bitcoin as the underlying asset.  From a risk perspective, it is the highest risk category you could imagine.  GBTC-N trades at a 49% premium to the underlying currency.  Expect volatile ups and down.  He is negative on the outlook.  It could keep going up for years but it is a speculative vehicle and you should leave it alone unless you are a big risk taker as you are not owning the underlying technology.  It has no underlying value.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-13 $0.020

Market.  He likes stocks that don’t need the markets to go higher in order to provided returns.  There is a lot of opportunity to make money in Canada.  We have seen a lot of good things happen in the markets.  We are piggy backing a little on the things going on in the US markets.  We have seen energy markets bounce here in Canada.  There are positive signs here in Canada but also things to be concerned about.  The US congress and the president may not get a tax deal done.  Whether or not there is a hike in rates that will make more difference.

Brendan Caldwell CANADIAN VALUE SELECTIVE _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-11-13 $0.020

Market. We are in the midst of one of the great bull markets, but we worry and worry. We hear worries about higher interest rates, Donald Trump, Hillary Clinton, North Korea, etc. In the meantime, the GDP of the world is doing just fine. Work is as strong as it has been in the decade. US numbers are good. Canada is doing very well considering where resources are. There has been pretty good strength coming out of Asia. Background for higher equity prices is there and corporate confidence is extremely high, and most companies are having positive earnings surprises. You look at the companies and at the fundamentals, see how they fit into the environment and try and pick your spots.

Bruce Murray NORTH AMERICAN UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-11-13 $0.020

Blockchain companies? Crypto currencies are a phenomenon right now. The great thing is that you are outside of government control. Bitcoin has gone from nothing to $6000-$7000, but he wonders how you sell them. Nobody backs this. Highly speculative.

Bruce Murray NORTH AMERICAN UNKNOWN _N/A View
COMMENT
ACB-T Aurora Cannabis Market Call (BNN TV) 2017-11-13 $5.970

There are risks in getting from here to there in getting it legalized in North America.  It is the second mouse that gets the cheeze.  This is as good a company as any to do well in this industry.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
COMMENT
AD-T Alaris Royalty Market Call Tonight (BNN TV) 2017-11-13 $18.350

He likes the company. Feels management has a good strategy in place. A diversified company with a lot of holdings. They have a good strategy of letting the companies grow. 8.8% dividend yield.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
WEAK BUY
AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-11-13 $18.475

GE-N cut its dividend today.  So is any dividend safe? – only the Canadian banks.  He used o own AGT-T and it was an important part of his value momentum strategy but he sold out.  Management is not doing a bad job but these things go in cycles. 

Brendan Caldwell CANADIAN VALUE SELECTIVE No View
PARTIAL BUY
ATZ-T Aritzia Inc. Market Call Tonight (BNN TV) 2017-11-13 $11.450

He likes this. Every time he goes to the mall, these stores are full, while competitors’ stores are empty. It was probably priced aggressively when it was sold to the market, because it was an exciting growth story. Then we got into Amazon, and everybody hates retail, which is what has really hammered this company. He would buy a little now and a little next month. One of the insiders just made a big purchase.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
HOLD
BB-T BlackBerry Market Call Tonight (BNN TV) 2017-11-13 $13.610

(Market Call Minute.) In transition from the phone business to the software business. Haven’t got their software business growing, and still have to get turned around. The hope is Ottawa.

Bruce Murray NORTH AMERICAN UNKNOWN Unknown View
PAST TOP PICK
BMW-GR Bayerische Motoren Werke AG Market Call Tonight (BNN TV) 2017-11-13 $0.000

(A Top Pick April 19/17. Up 7%.) A global consumer brand in an auto company and dirt cheap. Selling for about 10X earnings. Very solid. Dividend yield of 4.05%.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
WAIT
CCL.B-T CCL Industries (B) Market Call Tonight (BNN TV) 2017-11-13 $59.030

Focused heavily on adhesive labels for consumer products, and did very, very well. They consolidated the industry. They may have consolidated to the point where opportunities are slower and are having to look in other areas. Very expensive because of the quality of its history. Had a bad quarter, and if they are back on track, the stock will resume growth. Wait a little to make sure they are back on track. You could look at Intertape Polymer (ITP-T) or something similar.

Bruce Murray NORTH AMERICAN UNKNOWN No View
PAST TOP PICK
CELG-Q Celgene Corp Market Call Tonight (BNN TV) 2017-11-13 $101.160

(A Top Pick April 19/17. Down 18%.) Was one of the hottest stocks in the medical space. They have a plethora of new products in front of the FDA. It caught a cliff when 3 events happened. It was getting close to his target price of $150. One of the major analysts cut their price target which knocked it into the $130 range. FDA didn’t approve one of the new drugs knocking the price down into the $120 range. Missed a little on the 3rd quarter, so it dropped into the $100 range. He still likes it and is still buying.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
BUY
CGY-T Calian Group Ltd Market Call (BNN TV) 2017-11-13 $32.250

See Past Picks today.  This one is fairly diversified.  It was a top pick previously and he still owns it and is still enthusiastic about it. 

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
PAST TOP PICK
CGY-T Calian Group Ltd Market Call (BNN TV) 2017-11-13 $32.250

(A Past Top Pick Jul 14/16, Up 69%)  A variety of aerospace businesses.  There has been a big secular move as more and more countries have begun to travel.  There is a lot of technology consulting coming down the pipe.  We will need these tech consulting firms.

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
TOP PICK
CHR-T Chorus Aviation Inc Market Call (BNN TV) 2017-11-13 $9.590

Jazz is a really stable business.  Growth is through the aircraft leasing business that they have been expanding.  Getting back to the old highs are possible.  He is looking at buying it a while after the brake occurred and they have started to turn around.  (Analysts’ target: $10.50).

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
BUY
CHR-T Chorus Aviation Inc Market Call Tonight (BNN TV) 2017-11-13 $9.590

(Market Call Minute.) The stock is doing very, very well. The company is improving and the market is recognizing it. It can only go so far, and he is looking at $10.50.

Bruce Murray NORTH AMERICAN UNKNOWN Unknown View
COMMENT
CJR.B-T Corus Entertainment (B) Market Call Tonight (BNN TV) 2017-11-13 $11.670

This has a big fat dividend. One of the negatives is that they have a lot of debt. One of the positives is that they have a lot of the great TV programs. He thinks this stock will continue to bounce around in this area. If they cut the dividend, the stock would probably rally, but if not, you would just continue getting your dividend and do nicely. You could probably nibble at this in the $11 range and Sell some in the $14 range.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
SELL
CLS-T Celestica Inc Market Call (BNN TV) 2017-11-13 $13.550

It one of Canada’s largest suppliers of electronic components and they took a hit, so he sold it in wake of the earnings call.  He did well on it but nothing lasts forever.  It will be a few quarters turning around.

Brendan Caldwell CANADIAN VALUE SELECTIVE No View
COMMENT
CRH-T CRH Medical Corp. Market Call (BNN TV) 2017-11-13 $2.080

They are in the US mainly and partner with anesthesiologists, for gut surgeries.  There is a whole system in the US as to who can treat whom and what they will pay.  These guys have been hit because of lack of organic growth and the concern is whether the reduced amount the Medicaid is willing to pay will impact margins going forward.  He thinks it is overdone.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
COMMENT
CSU-T Constellation Software Inc. Market Call (BNN TV) 2017-11-13 $737.980

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
BUY
CXR-T Concordia International Corp Market Call (BNN TV) 2017-11-13 $0.680

It is a very Canadian story.  They are a drug manufacturer that were hit in a wave that took down others.  He does not follow it closely, but a number of these stories have the ability to reconstitute themselves.  They can find a way to make money at it or find someone to take them over.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
BUY
ECA-T Encana Corp Market Call (BNN TV) 2017-11-13 $15.600

His big holding has been SU-T which has done relatively well because it was east/west upstream/downstream.  It has done very well.  Companies like ECA-T and CVE-T have been hit hard and smaller ones have been obliterated.  Oil is a long way from $25.  With the uncertainty and the threat of civil war in the middle east, companies like this could continue to do very well.

Brendan Caldwell CANADIAN VALUE SELECTIVE No View
TOP PICK
EMP.A-T Empire Company (A) Market Call (BNN TV) 2017-11-13 $25.030

This is a turnaround in the food business.  The acquisition was bad and they did not understand what they were getting.  They brought in new management with a new way of looking at it.  (Analysts’ target: $27.50).

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
COMMENT
ENB-T Enbridge Market Call Tonight (BNN TV) 2017-11-13 $46.140

An energy stock, and energy has gone from $100 down to $50. Pipelines, because of the stability of their business models, tend not to get immediate reaction. They’re expanding their heavy oil pipelines into the US, which is good. The company is heavily indebted and requires contracts. Believes the dividend will be increased. If you are going to be energy sector, this is as good a way to play as any. Dividend yield of 5.3%.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
PAST TOP PICK
FB-Q Facebook Market Call Tonight (BNN TV) 2017-11-13 $178.770

(A Top Pick April 19/17. Up 26%.) He continues to like this. All lights are green. $200 billion of advertising has moved from TV to Facebook. Only trading at 27X earnings.

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
STRONG BUY
FIH.U-T Fairfax India Holdings Corp Market Call (BNN TV) 2017-11-13 $15.390

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
TOP PICK
GIB.A-T CGI Group (A) Market Call (BNN TV) 2017-11-13 $67.420

He likes value combined with momentum.  It is the strategy that works.  This is a leading Canadian IT company and there will be continuing demand for consulting services around the world.  Margins have been expanding There are more M&A opportunities as well.  (Analysts’ target: $74.00).

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
BUY
GOOGL-Q Alphabet Inc. (A) Market Call (BNN TV) 2017-11-13 $1041.200

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

Brendan Caldwell CANADIAN VALUE SELECTIVE Unknown View
COMMENT
GWO-T Great West Lifeco Market Call Tonight (BNN TV) 2017-11-13 $34.850

The most conservative of the 3 lifecos in Canada. A lot of their business is more utilitarian, and they don’t take some of the risks the others do. As a result, they perform better across negative markets, but the leveraged companies have been doing better. They bought Putnam Funds in Boston, and have had difficulty getting that turned around. With Power Financial (PWF-T) you get this company at a discount of about 17%. He would use Power Financial instead.

Bruce Murray NORTH AMERICAN UNKNOWN Unknown View
WEAK BUY
HBC-T Hudson Bay Co. Market Call (BNN TV) 2017-11-13 $11.750

Retail has not done well.  Eaton’s used to be the largest retailer on the face of the earth.  Retail then was very different than the way it is done now.  You have to look at AMZN-Q.  He thinks, however, HBC-T will do relatively well this season.

Brendan Caldwell CANADIAN VALUE SELECTIVE No View
COMMENT
HCG-T Home Capital Group Market Call Tonight (BNN TV) 2017-11-13 $14.330

(Market Call Minute.) Has been struggling since the little disaster they had in the spring. Higher activity in the mortgage market by the government. He would either Hold or stay away. 

Bruce Murray NORTH AMERICAN UNKNOWN Unknown View
WEAK BUY
HHL-T Healthcare Leaders Income Fund Berman's Call 2017-11-13 $8.300

He loves covered call strategies.  They are very active managers and he thinks they do a very good job of it.  The last few years have been an up market in the healthcare market.  XLV-N is the broad US healthcare market.  You have a much better return with HHL-T because of the dividend as well.  It is a good way to hold healthcare late in the cycle.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN No View
PAST TOP PICK
IBG-T IBI Group Market Call (BNN TV) 2017-11-13 $7.890

(A Past Top Pick Jul 14/16, Up 51%)  A much improved balance sheet and management is really executing on their balance sheet.

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
COMMENT
INC.UN-T Income Financial Trust Berman's Call 2017-11-13 $19.250

It is trading at double the NAV.  He does not know enough about it to say why it is trading at such a premium.  It has all the banks and US financials.  He thinks there is something wrong here.  He would want to do some homework on it.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK
IRG-T Imvescor Restaurant Group Market Call (BNN TV) 2017-11-13 $4.150

(A Past Top Pick Jul 14/16, Up 49%)  They brought in new management during a turnaround and they executed extraordinarily well.  He has been pleased and sill owns it.

Brendan Caldwell CANADIAN VALUE SELECTIVE Yes View
TOP PICK
KR-N Kroger Co. Market Call Tonight (BNN TV) 2017-11-13 $22.140

This had a couple of issues. First there was food deflation, which tends to cause excess competition in the grocery sector. And then there was the Amazon purchase of Whole Foods. That took the company down from $30 to $20. This is selling at about 10X earnings, compared to Loblaw’s (L-T) selling at 17-18 times. Kroger has a little more debt, but own half their stores. The largest retailer in the US. Dividend yield of 2.3%. (Analysts’ price target is $23.)

Bruce Murray NORTH AMERICAN UNKNOWN Yes View
BUY
LNR-T Linamar Corp Market Call Tonight (BNN TV) 2017-11-13 $67.120

(Market Call Minute.) Great, long term hold. Had a bit of a slip in the last quarter. He would be comfortable buying it here.

Bruce Murray NORTH AMERICAN UNKNOWN Unknown View
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