BN.TO

In our opinion, if the stock is on our Bull Lists, then we are comfortable taking a position. So in BN's case, even though it is down post earnings we will think it provides excellent value here. If we didn't like it anymore, we'd remove it from the Bull List.

Personally, I don't own it but am considering adding to my portfolio. It is trading at a pretty big discount to NAV here as the markets are over-sensitive to the company's real estate segment and is effectively provided zero value to that.

Mat