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
  
HOLD
KO-N Coca-Cola Company Market Call Tonight (BNN TV) 2017-12-11 $45.330

One of the great companies of the world according to Warren Buffet. Volumes are probably going to start to decline as people drift away from carbonated beverages. They still have tremendous profitability in the third world. At 25X earnings, it is discounting a lot of that, and the stock will do well the next time the market falls. Dividend yield of 3.3%.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN No View
COMMENT
L-T Loblaw Companies Ltd Market Call Tonight (BNN TV) 2017-12-11 $68.300

If he were going to buy a grocer, it would be Kroger (KR-N). It’s much cheaper, the largest chain in the US, a big discount, and probably growing just as fast. Amazon (AMZN-Q) is hurting both of them.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN Unknown View
DON'T BUY
LIQ-T Liquor Stores N. A. Market Call (BNN TV) 2017-12-11 $10.520

He said several years ago to stay away because they needed such renovation of their stores.  They are now reestablishing their western Canada presence and selling off their US stores.  Cannabis may or may not be the savior of the stores.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
COMMENT
MG-T Magna Int'l. (A) Market Call Tonight (BNN TV) 2017-12-11 $72.050

One of Canada’s biggest industrial companies. Relatively cheap at 11 or 12 times earnings, a 30% discount to the market. They are positioned to participate in both driverless and electric vehicles, and will get that share of the business. He is not overly concerned about the affect of NAFTA on this company.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN Yes View
PAST TOP PICK
MS-N Morgan Stanley Market Call Tonight (BNN TV) 2017-12-11 $52.770

(A Top Pick June 20/17. Up 17%.) Its value was based on 2 great businesses, a large global investment manager and their capital markets business, which has been very solid. With the global economy recovering, the US doing much better, and the lower tax rates coming into play, this has been a big win. Thinks it will continue into the next few months and maybe the next couple of years.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN Yes View
COMMENT
MSFT-Q Microsoft Berman's Call 2017-12-11 $85.230

Buying back shares will be part of what to do with all that money.  He does not think that repatriating cash will cause a CEO to pay his employees more.  He does not think that repatriating capital will have the impact on the US economy that the government thinks it will.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
PAST TOP PICK
NPC-T Napec Inc Market Call (BNN TV) 2017-12-11 $2.000

(A Top Pick Dec 12/16, Up 95%)  They were acquiring companies in the US and are getting acquired themselves.  The amount of work going on in the US for infrastructure repair is huge.  It will be a 20 or 30 year run and so were attractive.  He is hanging on for a better bid.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
COMMENT
NPI-T Northland Power Inc Market Call Tonight (BNN TV) 2017-12-11 $23.720

This has done very, very well building offshore windfarms, particularly in Europe. As these things come on, the dividend should come on. There is a rumour that it is possibly going to be up for sale at some point. Dividend yield of about 5%.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN No View
WATCH
PHO-X Photon Control Market Call (BNN TV) 2017-12-11 $1.770

He is looking at it.  They cleaned up the company.  They seem to have some good technology.  He wants to see if the earnings are sustainable.  They just moved into a new facility.  He wants to see if it was perhaps just a short bump up over the last few quarters.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
TOP PICK
PLC-T Park Lawn Corp Market Call (BNN TV) 2017-12-11 $20.650

The only death care stock in Canada.  It is solid from the demographics alone but they are also consolidating within the industry.  He thinks they will eventually be sold to a larger player.  They have a good land holding.  (Analysts’ target: $24.88).

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
HOLD
RCI.B-T Rogers Communcations (B) Market Call (BNN TV) 2017-12-11 $64.650

The new CEO is going to do good things.  They are saying they have to really ramp up their cap-X program.  He would prefer T-T as they are way ahead of the pack.  It’s a great business and a very profitable sector.  You could hang on but be conscious that you may not see such aggressive dividend hikes going forward.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY
RSI-T Rogers Sugar Inc Market Call (BNN TV) 2017-12-11 $6.320

This is a new position he added this year because of the new CEO’s strategy to grow the business.  He really likes the new strategy with Maple Sugar.  He can see them growing into other forms of ingredients.  If they can execute, which he thinks they will, this company could have some good upside if you hang on for the long run.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
DON'T BUY
SHOP-T Shopify Inc. Market Call (BNN TV) 2017-12-11 $133.800

The growth should continue but he questions the amount of churn that they don’t disclose – businesses that start up and don’t survive.  The market is starting to question these issues from the volatility. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY
TPK-T Ten Peaks Coffee Co Market Call (BNN TV) 2017-12-11 $6.490

(Market Call Minute)  He owns about 8% of the company.  They had good volume growth in the last quarter.  They are building a new plant which is coming on stream in the next year.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
SPECULATIVE BUY
VRX-T Valeant Pharmaceuticals Market Call Tonight (BNN TV) 2017-12-11 $26.450

This is kicking around the $20 range. It has picked up recently, along with the entire pharmaceutical industry. Instead of being “extremely speculative” he would call it just “speculative” at this stage.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN No View
COMMENT
XTC-T Exco Technologies Market Call Tonight (BNN TV) 2017-12-11 $9.770

This had disappointing results. Had come to the Street about a year ago talking about their new high tech Japanese equipment. Their big business is making moulds for automobile engines. It’s a purchase that auto companies would only make once or twice in a cycle. They hadn’t delivered in the latest quarter and the stock pulled back.

Bruce Murray NORTH AMERICAN DIVIDENDS UNKNOWN Unknown View
HOLD
ZPH-T BMO US Put Write Hedged to CAD Berman's Call 2017-12-11 $19.650

It contains some of the best quality companies in the US.  BMO write puts 15-20% below the market price.  They generate additional income from the puts.  Every month if the markets don’t fall to those prices, then they harvest the income on those puts.  BMO does not want to own the stocks so if necessary they buy the option and re-write the put.  He expects 6-7% from it.  If it is not working out the way you hoped, pricewise, then you have to ask if you can take the asset and put it somewhere else.  This ETF won’t grow in price.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT
ZWC-T BMO Canadian High Dividend Covered Call ETF Berman's Call 2017-12-11 $20.630

The dividend paying stocks average about 4% in dividends.  The premium above that is coming from the covered call strategy and there is no return of capital in that model.  There are capital distributions from mergers and acquisitions only.  There is a high correlation to financials in Canada.  It is kind of like the weighting of the TSX.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-12-08 $0.020

Market. For him, this is the best time of year. A lot of people wait until the end of the year to Sell their losers. It’s the simple law of supply and demand that puts more supply out there, therefore the price generally goes down. He gets to take advantage of that. This year there is going to be less tax loss selling because stocks have done well. He isn’t looking to buy a lot of stocks, perhaps 3 to 7.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-12-08 $0.020

Markets. He doesn’t see systemic risks or gross overvaluation, but does see a premium valuation in the markets. That means he has to be a.) a little more selective in stocks he owns and b.) if he does get a little more cautious, how does he migrate the portfolio to a more cautious stance. To do this, he starts to look at larger cap names instead of owning a bunch of junior or intermediate companies.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN _N/A View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-12-08 $0.020

Lumber stocks? The time to buy these is when there’s blood in the streets and everybody is negative and lumber prices have collapsed. Currently, the picture is very rosy. He can’t buy the stocks right now knowing that lumber is a very inherently volatile commodity. Wait for a pullback.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN _N/A View
COMMENT
AAPL-Q Apple Market Call Tonight (BNN TV) 2017-12-08 $169.370

He took advantage of the share price appreciation and sold his holdings. They’ve done a great job. His concern is that they are predominantly a hardware-sales cycle thing, and consumers can be quite fickle when it comes to consumer electronics. He would like to see more innovation from them. There is still a significant portion of Apple users that don’t pay for any applications, so maybe there is something they can do on that side.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
ACB-T Aurora Cannabis Market Call (BNN TV) 2017-12-08 $7.090

The stock is incredibly hot, and the whole field is hot. If you can choose the right company, you can do very, very well. The difficulty is choosing the right company. He only buys companies that have been around for at least 10 years. They just completed a takeover of a large greenhouse company. A lot of people are going to be burned in this area.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
PAST TOP PICK
AEG-N Aegon N.V. Market Call (BNN TV) 2017-12-08 $6.190

(A Top Pick Dec 22/16. Up 17%.) A huge Dutch company that is in many, many countries. This could go up quite a bit. He can see it getting back over $20.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
TOP PICK
AEG-N Aegon N.V. Market Call (BNN TV) 2017-12-08 $6.190

This is gathering momentum. It pays a dividend, and dividends are nice to have. Dividend yield of 4.9%. (Analysts’ price target is $5.94.)

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
COMMENT
AJX-T AgJunction Inc Market Call (BNN TV) 2017-12-08 $0.530

Precision agriculture. Still on his Buy list. It hasn’t worked out at all for him. Agriculture seems to be doing better, but this one has been left on the rails.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
COMMENT
ATA-T ATS Automation Market Call (BNN TV) 2017-12-08 $15.760

Has a Sell target of $21+, but wonders if he has overvalued where it can go. He’s happy to continue holding.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
COMMENT
BAC-N Bank of America Market Call (BNN TV) 2017-12-08 $29.050

His initial sell target on this is $38, so thinks it still has quite a way to go. Thinks it will keep going up and their bottom line will keep on improving for the next little while.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
TOP PICK
BAM.A-T Brookfield Asset Management (A) Market Call Tonight (BNN TV) 2017-12-08 $55.770

A global asset manager with a focus on real estate assets, infrastructure, renewable power and private equity. When you own this, the parent company, you are owning pieces of the other listed partnership. Management is going to do a good job of growing assets, but where he gets really excited is their opportunity to grow their fee bearing capital, the external money they manage for other investors. Dividend yield of 1.3%. (Analysts’ price target is $46.)

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Yes View
PAST TOP PICK
BB-T BlackBerry Market Call (BNN TV) 2017-12-08 $13.180

(A Top Pick Dec 22/16. Up 37%.) 2018 might end up being a really good year. They’re making money now and have stemmed the revenue decline. John Chen keeps on hitting his targets.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
COMMENT
BBD.B-T Bombardier Inc (B) Market Call (BNN TV) 2017-12-08 $3.190

He doesn’t think this is out of the woods yet. Canadian taxpayers have put so much money into this company. This has a lot of potential upside, but at the same time there are a lot of dangers with it.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
BUY
BLX-T Boralex Inc. Market Call Tonight (BNN TV) 2017-12-08 $23.550

This is going to do fine. They have excellent renewable energy assets. The valuation is a little more expensive, but these types of renewable businesses should trade at a premium multiple. The valuation is not overly expensive.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
BMO-T Bank of Montreal Market Call Tonight (BNN TV) 2017-12-08 $100.910

You should be fine owning this. It is not his preferred Canadian bank. If he had to choose, he would probably pick Toronto Dominion (TD-T) or Royal (RY-T) because of the big exposure to the US. All the metrics on this bank look okay, but he would choose more US financials.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
BRE-T Brookfield Real Estate Services Market Call (BNN TV) 2017-12-08 $16.030

An 8% dividend is about the point where he starts to get nervous about a company. If it is much higher than 8%, often the market is correct. The company has great management and a long history. If real estate gets hit, a lot of companies are going to take it on the chin. Dividend yield of 8.4%.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
TOP PICK
CET-T Cathedral Energy Services Market Call (BNN TV) 2017-12-08 $1.850

He likes this a lot. Had paid $3.11 for it, and it went down to around $.30. They recapitalized and now have debt under $1 million. The Wilkes Brothers, billionaires out of Texas, invest in a lot of companies and companies generally do well when they do that. They’ve been buying a lot of shares, which has helped to spike the stock price. Management has done a really good job in turning the company around. (Analysts’ price target is $2.25.)

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
TOP PICK
CJT-T Cargojet Inc Market Call Tonight (BNN TV) 2017-12-08 $54.950

A really good business. They are an effective monopoly on the overnight time sensitive cargo market in Canada. They have about 90%-95% market share. Have 2 customers that represents 60% of the market locked up under long-term contracts until 2025. Dividend yield of 1.4%. (Analysts’ price target is $60.)

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
CLR-T Clearwater Seafoods Inc. Market Call (BNN TV) 2017-12-08 $7.440

This had an amazing turnaround, but it has come off lately. It’s way too expensive for him. He likes stocks that have come off. This company is a leader in its field.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
COMMENT
DM-X DataMetrex AI Limited Market Call (BNN TV) 2017-12-08 $0.260

Blockchain technology. There are going to be big winners and big losers in this area. A lot of banks are getting involved. This, in many ways, is the wave of the future. At the same time, there are going to be a lot of companies that will simply disappear. You have to be very careful where you invest. He likes to set Sell targets using historical data, but these companies have no historical data.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
COMMENT
ELD-T Eldorado Gold Market Call (BNN TV) 2017-12-08 $1.490

Gold is not cheap enough to be a contrarian play. There are some gold companies that he likes. With this one, you get into the political scene in Greece. They’ve had all kinds of difficulties, and continue to do so.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
DON'T BUY
EMP.A-T Empire Company (A) Market Call Tonight (BNN TV) 2017-12-08 $25.850

This has rebounded quite nicely off the low, and are showing signs that the turnaround is working. Whether to buy it today is a very tricky decision. He doesn’t think you can understate the impact of the on-line threat. They are dealing with razor thin margins, so what happens when they start shipping out their groceries at $10 a box. He would stay away from the whole group.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
FRII-T Freshii Inc Market Call (BNN TV) 2017-12-08 $6.750

IPO’s are generally fools’ plays. If you buy into an IPO, odds are it is going to be down a year later. It’s great for the people selling. Often the price is inflated as they want to get it out there and make a lot of money. BV is about $1.70. There doesn’t seem to be tremendous value. He wouldn’t rush out to buy this, but it is certainly better value than it was at its IPO.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
DON'T BUY
GE-N General Electric Market Call Tonight (BNN TV) 2017-12-08 $17.710

Recently sold his position. They have exposure to some very good parts of the industrial sector, such as aerospace, power generation, renewable power, healthcare, etc. In spite of this, the company is not doing well. Cost control has not been great. The amount of debt on their balance sheet is significant.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
GOOG-Q Alphabet Inc (C) Market Call Tonight (BNN TV) 2017-12-08 $1037.050

(A Top Pick June 19/17. Up 8%.) This offers the most compelling value of any of the FANG stocks. Trading at a little over 20X earnings, but you are getting 20% earnings growth, which is a really compelling value. This company is going to be in great shape to exploit the whole AI thing because of the amount of data they can capture.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Yes View
BUY on WEAKNESS
HD-N Home Depot Market Call Tonight (BNN TV) 2017-12-08 $183.410

Spending a significant amount buying back shares. This company is in a great spot. One of the few retailers in North America that is not impacted by the on-line phenomena. Most purchases is on an “at need” basis by contractors. It’s very insulated from the on-line phenomena. Valuation is getting expensive and is trading at a premium multiple to the market at around 24X. One of the few retail companies you can buy without worrying about Amazon or some other online retailer. He would like to see a pullback before stepping in.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT
HMMJ-T Horizon's Medical Marijuana Market Call Tonight (BNN TV) 2017-12-08 $14.750

There is a lot of emerging names in the marijuana space. It is very tricky, because we are still in early days in the marijuana market. It’s hard to tell who is going to be the winner and who is going to be the loser, so owning the ETF is probably the right way to go. The stock can be volatile, so if you have the stomach for it and you feel it is an area you can feel confident about, you are probably better off playing this then picking an individual producer or 2.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN No View
BUY
IBM-N IBM Market Call Tonight (BNN TV) 2017-12-08 $154.810

An old tech company that is undergoing a significant transition. Ultimately, they are going to be successful. It may take another year or so of flattish earnings, but after that they are really going to hit their stride with their software and services offering. Shares are very cheap, trading at 11X earnings.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
ING-N ING Groep NV Market Call (BNN TV) 2017-12-08 $18.550

European financials have moved up a lot since the recession. This was on his watch list, but has now moved up too far for him. It is of no interest to him at this time. At some point there is going to be another banking blowout, and this could get hit.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
PAST TOP PICK
INOD-Q Innodata Isogen Inc. Market Call (BNN TV) 2017-12-08 $1.120

(A Top Pick Dec 22/16. Down 48%.) Just announced they are setting up a committee which is going to really look at operations and the board. He is happy to hold this, but there is not a lot to get excited about.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
BUY
JPM-N JP Morgan Chase & Co Market Call Tonight (BNN TV) 2017-12-08 $105.930

He loves US banks in general. The outlook for US financials for 2018 is that there are a lot of positive things happening. Rising interest rates are very good for banks and their net interest margins. Deregulation is going to alleviate some of the cost pressures. Also, it looks like tax reform is getting to be a closer reality. This is trading at only 13-14 times earnings. You get paid a nice dividend, and they are buying back shares.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Unknown View
COMMENT
KMP.UN-T Killam Properties Inc Market Call (BNN TV) 2017-12-08 $14.420

Doesn’t know this very well. REITs is a very hot field. A lot of people are saying apartments are the way to go. Thinks there are some major things that might hit the economy such as huge debt loads, both government and personal. Also, real estate prices have gone up like crazy, although they have cooled to some degree, but could still fall quite a bit.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
COMMENT
LUN-T Lundin Mining Corp. Market Call (BNN TV) 2017-12-08 $7.060

Doesn’t know this company well. He likes to see a company where the stock price has dropped 33% in the past 52 weeks and is trading at the lower end of its 10-year range.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
HOLD
MCD-N McDonalds Market Call Tonight (BNN TV) 2017-12-08 $173.150

He likes the company and it is a very resilient business. Management is world-class and are always innovating and finding ways to reinvent themselves. His concern is the valuation. Trading at 15X on an EV to EBITDA basis, which doesn’t give a lot of room for error. He would like to see a pullback before getting in. 2.3% dividend yield.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN No View
PAST TOP PICK
PPL-T Pembina Pipeline Corp Market Call Tonight (BNN TV) 2017-12-08 $45.280

(A Top Pick June 19/17. Up 6%.) He still likes this. It is in a great position. They acquired Veresen which did a lot of things for them. It was a financial accretive deal, and diversified their hydrocarbon mix to more natural gas. It gives them a really good pipeline of growth projects. We should start seeing the benefits of that. It gives you a 5% dividend yield, which will grow at 10% a year.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Yes View
TOP PICK
QTRH-T Quarterhill Inc Market Call (BNN TV) 2017-12-08 $2.150

Has a new CEO who had done really well with Open Text. The company just had record earnings. Dividend yield of 2.4%. (Analysts’ price target is $3.)

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
BUY
RET.A-T Reitmans (Canada) Ltd. (A) Market Call (BNN TV) 2017-12-08 $4.470

This is on his Buy list. It pays a nice $.05 quarterly dividend. Just reported earnings, and looked really bad because their Addition L subsidiary, took a big write down of about $26 million. There are difficulties in the retail space, however their same-store sales were up on their bricks and mortars stores. They’re also up in terms of the Internet. This is a good fit.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Yes View
COMMENT
RNX-T Royal Nickel Corp Market Call (BNN TV) 2017-12-08 $0.160

In some way, this company has transitioned positively. They now have revenues. Have lowered their operating costs. Still losing a lot of money, about $12 million last quarter. A few years ago, they had around 90 million shares, but now have about 307 million shares, which makes it very, very hard on the upside. There could be a further dilution. Speculative.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN No View
COMMENT
SU-T Suncor Energy Inc Market Call Tonight (BNN TV) 2017-12-08 $44.250

His preferred way to play the energy space right. He likes that they have a very stable balance sheet. At $55-$60 oil, they are cranking out a good amount of cash flow out of the oil sands. They are diversified with downstream operations, which moves out the cash flow profile. They’re returning cash back to shareholders. A good holding.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Yes View
COMMENT
TRP-T TransCanada Corp Market Call Tonight (BNN TV) 2017-12-08 $62.990

He plays the energy/pipeline space through Pembina (PPL-T) where he sees a better growth profile. Likes their backlog of projects and the 5% dividend yield. Also, they are diversified amongst different commodities. Doesn’t think you will go too far wrong owning TransCanada.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN No View
COMMENT
VRX-T Valeant Pharmaceuticals Market Call (BNN TV) 2017-12-08 $25.360

The Dimension Fund (contrarian investors) has been buying to add to their position. When they buy into a company, that is a good sign for a lot of investors. This company has been a fascinating topic of conversation over the past few years. They were doing too many takeovers and taking on way too much debt. Still has a big debt load, but have been paying it off and he can see how this could be a good turnaround play. Because of their debt, there are still dangers out there.

Benj Gallander CONTRARIAN and VALUE INVESTING UNKNOWN Unknown View
HOLD
VZ-N Verizon Communications Market Call Tonight (BNN TV) 2017-12-08 $51.090

He is staying away from investing too heavily in staples and telecoms, but the valuation on this is very compelling. Trading at 7X EBITDA, a very cheap multiple and a 5% dividend yield. They’ve spent the last few years spending a significant amount of capital on building out their 5G network. We are now hitting the inflection point where in 2018 they are going to start to harvest some of the cash flow back. Most of the heavy lifting has been done on capital spending.

Veeral Khatri NORTH AMERICAN - LARGE UNKNOWN Yes View
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