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 Tonight (BNN TV) 2017-11-09 $0.020

Natural Resources. What is working in natural resource markets isn’t demand creation, but rather supply destruction. The price has been so low for so long that in many industries, producers have deferred sustaining capital investments, so are losing their ability to produce, a very messy process. But what is interesting is that you match up supply and demand with supply destruction, the industry can’t respond to price signals again, because it takes a long time and a lot of money to bring that stuff back online.

Rick Rule Natural Resource Investments BULLISH on GOLD _N/A View
COMMENT
ABX-T Barrick Gold Market Call Tonight (BNN TV) 2017-11-09 $17.890

While he likes the improved balance sheet and the cash costs, he is nervous about the production pipeline.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
AFM-X Alphamin Resources Corp Market Call Tonight (BNN TV) 2017-11-09 $0.370

The price of tin is less important to this company then it is to other tin producers, because their grade is so high. The grade is about 10X the average mine grade for tin worldwide. Thinks they will be able to announce production finance fairly shortly. The construction schedule will take some time. The Congo is a hard country, and this is in a hard part of the Congo. Not for the faint of heart.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
WATCH
AGB-X Atlantic Gold Corp Market Call Tonight (BNN TV) 2017-11-09 $1.480

New management has done a fantastic job of implementation. Where the rubber meets the road we’ll be seeing how the operations from that mine work over the next 2 quarters. If they break it in successfully, and maintain nameplate capacity, he expects the stock will re-rate higher. The next 2 quarters will tell the story.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
ALS-T AltiusMinerals Corp Market Call Tonight (BNN TV) 2017-11-09 $12.300

Continues to be very Long and a very strong holder. World-class Canadian allocators of capital and world-class land spread. Perfect practitioners of the joint venture business model, and great merchant bankers in the mining business. An absolute “must own” in a junior portfolio. The knocks against the company will be that they have a lot of coal revenues, as well as their leverage to potash.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
HOLD
AXY-T Alterra Power Corp. Market Call Tonight (BNN TV) 2017-11-09 $7.720

Innergex Renewable Energy (INE-T) is acquiring this company. Believes that a larger company, resulting from the merger, will have a lower cost of capital, a defining advantage in a capital intensive business. He is going to Hold his shares.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
BTO-T B2Gold Corp. Market Call Tonight (BNN TV) 2017-11-09 $3.400

Great implementers. They’ve done a fantastic job buying deposits, putting them in production and operating them well. Thinks the most recent one will surprise the market to the upside. They are enjoying good exploration results in Burkina Faso.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
BTR-X Bonterra Resources Market Call Tonight (BNN TV) 2017-11-09 $0.490

This has continued good exploration results. It’s in a very good address in the Abitibi trend in Québec. They seem to have everything going for them.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
COMMENT
CGP-X Cornerstone Capital Resources. Market Call Tonight (BNN TV) 2017-11-09 $0.245

Had a wonderful discovery in Ecuador. Probably the most successful prospect generator in Ecuador. The best land position in Ecuador is owned by this company, because they were there in the tough times.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
PAST TOP PICK
CNX-X Callinex Mines Market Call Tonight (BNN TV) 2017-11-09 $0.385

(A Top Pick Nov 11/16. Down 39%.) Had a great initial discovery, but subsequent drilling results have not kept pace with initial drilling results. He likes the property and the people but sold his stock.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
CZN-T Canadian Zinc Corp Market Call Tonight (BNN TV) 2017-11-09 $0.165

His suspicion is that this trades better this year as a consequence of higher zinc prices. He is not attracted to it, because he wants companies that will end up in the lowest cash/cost quartile in the world, and this company won’t be among them. However, a rising tide should float all ships, particularly Canadian ships.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
DGC-T Detour Gold Market Call Tonight (BNN TV) 2017-11-09 $13.770

A high-quality Canadian deposit. Had some teething problems operationally. Good exploration upside. Either the share price goes higher or they get taken over in 2018.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
TOP PICK
EMX-X Eurasian Minerals Inc. Market Call Tonight (BNN TV) 2017-11-09 $0.920

Probably the best collection of intellectual capital in the company of its market cap in the mining space. They are prospect generators, meaning that they use their technical and commercial acumen to stake big exploration ideas, and then bring in joint venture partners to develop them. There are over 200 properties in the portfolio, plus a royalty income that keeps the cash burn down. High quality people. The stock has sold off way, way too much.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
GGI-X Garibaldi Resources Market Call Tonight (BNN TV) 2017-11-09 $3.800

A typical Sprott speculation. It is either going to really work or really not work. The discovery hole was spectacular, although an odd style of mineralization for where it was in northwestern BC. Management is very credible. Don’t use money that you can’t afford to lose some of.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
COMMENT
GQC-X GoldQuest Mining Market Call Tonight (BNN TV) 2017-11-09 $0.285

He likes the deposit and the CEO. They tried to finance them but Eagle beat them. You need to be concerned about the very recent revenue grab by the government of the Dominican Republic. It will be interesting to see how this works out. A great deposit and a great management team.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
GUY-T Guyana Goldfields Inc. Market Call Tonight (BNN TV) 2017-11-09 $4.550

They’ve been really, really good implementers. He would like to see some operating results. However, every surprise that they have delivered to investors in the last 5-6 years, have been good ones.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
III-T Imperial Metals Corp Market Call Tonight (BNN TV) 2017-11-09 $2.850

There are easier ways to make money in copper than through this company. Has known this name for about 30 years. They had problems with the tailing stem in Williams Lake British Columbia. He’ll watch to see how the start up goes for Red Chris in Western BC.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
ITR-X Integra Resources Corp Market Call Tonight (BNN TV) 2017-11-09 $1.100

Management is first-class. The stock may be fully priced given where they are in the assets that they acquired. However, if you go back in time with this management, you don’t do poorly investing with them.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
PAST TOP PICK
IVN-T Ivanhoe Mines Market Call Tonight (BNN TV) 2017-11-09 $4.860

(A Top Pick Nov 11/16. Up 102%.) Speculators need to understand that there is a lot of political risk. This is in a bad country, south Africa, and a horrible country, the Congo. However, they have 4 world-class deposits, wrapped around Robert Friedland, who is the most serially successful mining financier of his generation.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
TOP PICK
IVN-T Ivanhoe Mines Market Call Tonight (BNN TV) 2017-11-09 $4.860

4 world-class deposits. The best mining financier in this generation. 2 great partners, being the Chinese government and the Japanese government. What stands against it? South Africa and Congo. If you can take the political risks, and you want to be in this business, it’s a name you have to own. (Analysts’ price target is $5.70.)

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
K-T Kinross Gold Market Call Tonight (BNN TV) 2017-11-09 $5.530

This has to get over some reputational damage that was done with acquisitions in the last bull market. His suspicion is that it will be a good beneficiary of a reasonably good gold market which he sees unfolding in 2018. He is favourably disposed to this company.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
KAT-T Katanga Mining Ltd. Market Call Tonight (BNN TV) 2017-11-09 $1.200

This requires courage in Congo, but if you want to be part of the cobalt trade, your choices are Congo or Russia. Their deposit is one of the best primary cobalt deposits in the world. There are political risks. There are also company balance sheet risks. He likes this, but it is only for people who can take political risks.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
COMMENT
KL-T Kirkland Lake Gold Market Call Tonight (BNN TV) 2017-11-09 $18.380

Recent additions or discoveries in the deeper part of the ore body in Foster Hill in Australia, have been nothing short of spectacular. Some of the best drill holes he has seen in his career. Management seems to understand those deposits well enough that the drilling is becoming predictive. He very much likes this.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
MOZ-T Marathon Gold Corp Market Call Tonight (BNN TV) 2017-11-09 $1.020

He likes the work they are doing. The fact that it is an advanced exploration project in Canada giving good results (if the results continue) it will be taken over.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
COMMENT
MTS-X Metallis Resources Market Call Tonight (BNN TV) 2017-11-09 $0.050

A great young team. It’s too early to say what sort of success they’re going to have. Their early implementation of their royalty/streaming business plan has been absolutely flawless, but you have to understand that it is a new company/young team risk.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
MUX-T McEwen Mining Market Call Tonight (BNN TV) 2017-11-09 $2.450

He would like to see what Rob McEwen does with the treasury. This may be another one where he would like to pay up, i.e., more for better information, rather than buying in anticipation of the information.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
NDM-T Northern Dynasty Minerals Ltd Market Call Tonight (BNN TV) 2017-11-09 $2.740

A great deposit. He is nervous about the ongoing political and social dispute in Alaska. The permitting process will be long and potentially toxic. He really wants to see what unfolds.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
PAST TOP PICK
NSU-T Nevsun Resources Market Call Tonight (BNN TV) 2017-11-09 $3.000

(A Top Pick Nov 11/16. Down 25%.) This had real, real problems delivering with regards to a copper circuit in Eritrea, and bought the Reservoir deposit. They paid for it with stock, and will get the benefit 4 or 5 years from now without higher cash flow. A combination of a bad miss in a copper recovery circuit and that they operate in Eritrea and that they increased their share count now, when they are going to benefit in 4 or 5 years, combined to wax the stock. He suspects that the stock will do very well over the next 6-12 months.

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
NXE-T NexGen Energy Market Call Tonight (BNN TV) 2017-11-09 $3.040

This is a speculation. An absolute world-class ore body in a previously barren part of the Athabascan Basin. You don’t need to worry about the uranium price in the near term, because this is not going to go into production in the near term. If you are patient with regards to uranium and with the production schedule, this stock is a must own for a speculator. 

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
OR-T Osisko Gold Royalties Ltd. Market Call Tonight (BNN TV) 2017-11-09 $15.430

If you have a 2-year timeframe, this should treat you well. An extremely competent, but an extremely aggressive management team. There was a recent distribution of stock which he thinks was overhanging the market. Also thinks management, in terms of their financial public relations, is split among 3 or 4 issuers rather than just focusing on this company, which has hurt the stock.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
COMMENT
PG-T Premier Gold Mines Market Call Tonight (BNN TV) 2017-11-09 $3.640

He is fairly positive on the whole junior producing sector. Thinks it is going to be pretty hard to screw up next year, and thinks this will trade higher.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
DON'T BUY
RIO-N Rio Tinto Market Call Tonight (BNN TV) 2017-11-09 $49.120

A very high quality company with a great cash flow. They have a dispute with regards to information they released, concerning a coal deposit they bought. It looks like it might result in some criminal charges. He would stay out of this, until you see how that is going to resolve itself.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
ROXG-T Roxgold Inc Market Call Tonight (BNN TV) 2017-11-09 $1.175

Believes the share price will either increase in 2018 or one of the West African consolidators will take them over. Either of those will be a nice outcome for owners of this.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
WATCH
SME-X Ressources Sama Inc Market Call Tonight (BNN TV) 2017-11-09 $0.355

We are going to know a lot about this company in the next 4 or 5 months. When Robert Friedland hits a property with the drill bit, he hits it really, really, really hard. His inclination would be to wait until you see data coming in.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
TECK.B-T Teck Resources Ltd. (B) Market Call Tonight (BNN TV) 2017-11-09 $27.180

Firing on all cylinders. Coal prices up and they are doing well in coal, zinc and copper. They’ve managed the debt. Cash going through the company has surprised all the analysts, and he suspects the company itself.

Rick Rule Natural Resource Investments BULLISH on GOLD Unknown View
TOP PICK
TREK-X Trek Mining Inc Market Call Tonight (BNN TV) 2017-11-09 $1.020

This is about to have a new name, Equinox Gold, which signals the appearance of Ross Beatty, a serially successful mining financier from Canada. This is not for the impatient, as it will take a while to build this company. (Analysts’ price target is $2.42.)

Rick Rule Natural Resource Investments BULLISH on GOLD Yes View
COMMENT
TV-T Trevali Mining Corp Market Call Tonight (BNN TV) 2017-11-09 $1.490

This is becoming a brand name for junior zincs. He doesn’t own it, because it seems like a collection of small assets. Thinks that its market presence in Canada and that it is in the zinc space, the stock will trade well. Probably a good name if you like the zinc trade and you want to be in the junior space.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
COMMENT
XAU-T Goldmoney Inc Market Call Tonight (BNN TV) 2017-11-09 $6.570

He was a founding shareholder. It treated him well. Sold his holdings because it exceeded every possible expectation he had for it in a short period of time. Good management. They are adding assets under management very quickly, and are expanding into the physical gold space. He hopes to be in competition with them in a joint venture with Tradewinds with a blockchain cleared and settled with a gold physical token.

Rick Rule Natural Resource Investments BULLISH on GOLD No View
N/A
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-13 $0.020

Market. The Canadian economy roared ahead of 4.5% growth in the 2nd quarter, the TSX is not participating in the global rally. By the end of the year, Canada should probably flip, and outperform a little against the US and its global peers. Global demand has reached an all-time high for energy demand for oil. We are getting close to 100 million barrels a day which is somewhat positive. The numbers for most banks were stellar despite the low interest rate environment. There is a big sale going on in the utility spaces and energy-like yield spaces, and that has to be revalued. A lot of those types of businesses, which are actually incredibly stable, are sitting at 6%-7% yields, but you have 10-year bond yields at 2%. All boats will probably lift as long as we have synchronization of global growth.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN _N/A View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-09-13 $0.020

Split $300,000 into 3 diversified dividend holdings with at least 4%+? Utilities are on sale, so you would have to take one third and buy a utility or an energy name such as Inter-pipeline (IPL-T) which gives you a 6%-7% yield. If you literally gave no valuation to the natural gas and liquids business, the payout is very conservative and you get 6%-7% guaranteed. His 2nd choice would be banks which is giving you a 4% yield. There is a case to be made on REITs because of the ultimate yields, but you are probably not going to get any more capital gains out of it.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT
A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-11-29 $0.020

Canadian Banks? It’s all about a compelling valuation. Banks generally do an ROE at about 14%-16%, and are only valued at 12X earnings. In this environment, where we are seeing a little bit of rate increases, NIM is creeping up which is good for them. Also, a lot of are in the US. He is positive on the banks. Next year should be a breakout year for them.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
TOP PICK
AAPL-Q Apple Market Call (BNN TV) 2017-11-29 $169.480

This is all about the iPhone. The reviews are in, and the iPhone 10 is gargantuan. There is so much potential from both the 8 and the 10, but on an earnings perspective, the PE is around 13X earnings when you X-out the cash. Dividend yield of 1.5%. (Analysts’ price target is $193.)

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
COMMENT
AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call Tonight (BNN TV) 2017-09-13 $6.480

He likes this company. Real estate has headwinds, but this company has a tailwind because it is industrial. Also, they are buying assets in the US which has extensive corridors with a population base where there would be some desired locations to own in the Midwest and in secondary cities. Yield is around 5%. They are pretty good at what they do. He would like to own this, but at the right price.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
PAST TOP PICK
ACQ-T AutoCanada Inc. Market Call (BNN TV) 2017-11-29 $23.120

(A Top Pick March 28/17. Up 11%.) Started liking this at around $20. Trading at about 12X earnings. Last quarter they beat their numbers. They’ve put a lot into cost containment. Also, the Alberta economy has come back. Car sales have also been better. He expects it to track into the high $20 over the next year.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
TOP PICK
ALA-T Altagas Ltd Market Call Tonight (BNN TV) 2017-09-13 $27.590

Incredibly cheap, and mispriced. The market doesn’t like that they made a transformational acquisition of WGL, the US utility. It is going to have to go through a year’s worth of regulatory reviews, but it will double their earnings, and effectively their yields and dividends will increase in about a year’s time. They beat numbers last quarter. Dividend yield of 7.6%. (Analysts’ price target is $33.)

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
PAST TOP PICK
ARE-T Aecon Group Inc Market Call Tonight (BNN TV) 2017-09-13 $17.780

(A Top Pick Feb 17/16. Total return 7%.) Convertible 5.5% bond due Dec 1/18.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT
AX.UN-T Artis Real Estate Investment Trust Market Call Tonight (BNN TV) 2017-09-13 $13.100

Was expensive at 13-14 times to AFFO, and traded at a premium to its BV. Got hit with Calgary and over exposure to Alberta. They are reducing their Alberta office space. Industrial and retail seem to be doing all right. They are trying to grow their US asset base, and have new properties in Houston and Phoenix. About 40% of their assets are now in the US. However, in the last 3 months, the US$ has gone down. They are trying to reinvigorate their company, because they got caught.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
WAIT
AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2017-11-29 $14.020

Has been hit because of their overexposure to Alberta. Announced they are going to sell a lot of their Alberta properties, and get more focused in the US. This is transforming the company into being better. There is still a headwind because of their office exposure in Alberta. He isn’t overly negative, but wouldn’t step in yet.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT
BAC-N Bank of America Market Call Tonight (BNN TV) 2017-09-13 $24.330

Your favourite US bank? Thinks this is the most compelling story. It trades at a significant discount to all the other banks, at about 8.5X BV. Their biggest problem is that they issued a massive amount of shares in 2008-2010, so their capital ratios are completely online. On a risk adjusted basis, he thinks this one offers the greatest return over the next 12-18 months.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT
BCE-T BCE Inc. Market Call Tonight (BNN TV) 2017-09-13 $58.250

Out of all the telcos, he likes this one. Their free cash flow yield is around 6%. Has a ton of free cash flow to either buy back or increase dividends. Fibre to the home is almost 2/3 done. The iPhone release is going to be positive for them. They have the lowest wireless attribution to their overall revenue numbers, so they have the most upside. Their biggest problem is that the wire line is decaying. Dividend yield of 4.9%.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
PAST TOP PICK
BCE-T BCE Inc. Market Call (BNN TV) 2017-11-29 $61.690

(A Top Pick March 28/17. Up 8%.) Has underperformed relative to the sector, but still likes it.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
TOP PICK
BCE-T BCE Inc. Market Call (BNN TV) 2017-11-29 $61.690

He is more bullish on this because the valuation relative to the sector is cheap. Over the next 2 to-3 years, this company is really going to outperform, and it’s all about the fibre to the home. They are going to hook up about 9 million homes, and are about a 3rd to a half through. This has a tremendous amount of free cash flow yielding about 6%. Dividend yield of 4.6%. (Analysts’ price target is $62.)

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
HOLD
BEI.UN-T Boardwalk REIT Market Call Tonight (BNN TV) 2017-09-13 $39.030

Missed very big last quarter. One problem is that most assets are in Calgary, Edmonton and Saskatchewan, and the rental market there has been incredibly weak. There are signs of stabilization. The trouble is they are competing with condos, and they have large buildings. Last quarter, they came out with a significant amount of capital expenditures they have to put into their buildings. The positive is that they have a balance sheet that allows them to do CapX spending. Fantastic management and they are the biggest shareholder. Getting closer to the bottom and there is some stabilization. If you own, stick with it, but don’t buy it. Distribution yield is 5.7%, which he thinks is pretty safe.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
TOP PICK
BTE-T Baytex Energy Corp Market Call Tonight (BNN TV) 2017-09-13 $3.340

A 6.625% bond maturing in 2021. Made a big acquisition in the Eagle Ford of Texas. You are getting nothing for the heavy oil business in Canada. If push came to shove, as the debt holder, he will get the Eagle Ford asset if it is ever restructured.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
PAST TOP PICK
BTE-T Baytex Energy Corp Market Call (BNN TV) 2017-11-29 $4.060

(A Top Pick March 28/17. Up 8%.) 6.625% Bonds maturing in 2022. The biggest challenge is that they have to lower their debt balance.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
COMMENT
CAR.UN-T Canadian Apartment Properties Market Call Tonight (BNN TV) 2017-09-13 $33.490

When talking apartments, where are they located? Most of these are located in Ontario. It has done incredibly well because the Ontario economy has done well. They don’t have much exposure in Alberta, but they do have some in the Netherlands. A good company. They are not over distributing their balance sheet, so he does like this. Rent controls are back on which is not a big thing for this company, but also not a great thing. Trading at about 16X Price to AFFO, on the high side historically.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT
CGX-T Cineplex Inc Market Call Tonight (BNN TV) 2017-09-13 $38.440

Something he owned, but got out too early. Management is fantastic. The last quarter, the AMC’s release in the US scared him. They came with guidance and missed their numbers. You could skew this to the box office content. The blockbusters were not in it this year. Has a feeling that the window is smaller for theatrical releases. Also, feels there is less tendency for people to go to the movies. They have some side businesses which are really good. The concession business is decent. Their new Rec Room proposition is fantastic, but that doesn’t move the needle. Thinks there are tremendous headwinds for them.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN No View
COMMENT
CHB-T iShares Advantage High Yield Bond ETF Market Call (BNN TV) 2017-11-29 $19.150

You should look at this as a proxy for the high-yield market. There was a big selloff over the last 6 weeks, because high yields have rallied so hard and so fast, there was a revaluation.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Unknown View
COMMENT
CNQ-T Canadian Natural Rsrcs Market Call (BNN TV) 2017-11-29 $42.790

What's a good blue-chip, dividend paying energy stock for a long term hold? He really, really likes this one, the best in class. Assuming oil ranges from $40-$60, this company is going to gush about $2.5 billion in free cash flow in 2018. They are going to pay down debt aggressively. They’ll also be increasing the dividend.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
COMMENT
CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2017-11-29 $13.760

This is the real estate arm of Empire, and the major tenant is Sobey’s, which is struggling. About 30% of their rental is from Sobey’s. A strong, defensive style REIT, because it is generally anchored by non-cyclical retail outlets. You are going to clip your 6.5%, but doesn’t think you’re going to make anything more than that. This is not a growth story. He owns their debt.

Paul Gardner, CFA REITs, BONDS AND DIVIDEND STOCKS UNKNOWN Yes View
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