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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-02-16 BUY Berkshire Hathaway Inc. (B)
BRK.B-N
David Baskin

They are two of the best investors in the world.  They made a huge bet on AAPL-Q and on the airline industry.  You don’t get rich betting against these two guys.  It has not gone up as much as other financials.  It is still good value at this price.


Price: $167.740
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-02-16 DON'T BUY British American Tobacco
BTI-A
David Baskin

(Market Call Minute) He does not touch companies that addict their customers to deadly products.


Price: $62.660
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2017-02-16 TOP PICK Canadian Apartment Properties
CAR.UN-T
David Baskin

Canada’s biggest land lord.  They are opening up frontiers in Europe.  It is a wonderfully run company.  Very nice distribution.  Very solid balance sheet.  (Analysts target: $33.15).


Price: $31.910
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-02-16 PAST TOP PICK CASH
CASH
Fabrice Taylor

(Top Pick Mar 9/16, Flat)  He has 60% cash right now.  You want to wait for opportunities. He almost wants the market to crash.  He is aiming for 70% cash by month end.


Price: $0.010
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2017-02-16 TOP PICK Centric Health
CHH-T
Fabrice Taylor

One division does private surgeries that are not covered by healthcare.  Every year they cut more and more services from provincial plans so there are more and more opportunities to use their services.  The other division is an industrial pharmacy that services businesses like seniors homes.  It is a turnaround story.  They used to have a lot of debt, but margins have improved.  He is impressed with management.  The stock has positive tailwinds and it is a turnaround story.  (Analysts’ target: $1.02).


Price: $0.790
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2017-02-16 WATCH Clearwater Seafoods Inc.
CLR-T
Fabrice Taylor

Tremendously valuable assets that are difficult to replicate.  They missed earnings last fall and analysts are skeptical that they can meet their guidance.  They are an excellent company for the long term. 


Price: $10.980
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY Clearwater Seafoods Inc.
CLR-T
David Baskin

He is less concerned about seafood going across the border than other farm products.  It is a very international business.  People are eating more and more seafood products.  This company is well positioned.


Price: $10.980
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY Celestica Inc
CLS-T
Fabrice Taylor

CLS-T vs. MRE-T.  It seems CLS-T has business picking up. but MRE-T is stuck in some kind of a glut that they can’t break out of.  He refers CLS-T.


Price: $17.980
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 HOLD Canadian Pacific Rail
CP-T
David Baskin

He is not generally a big fan of CEOs as a rock stars, but in the case of Hunter Harrison what he did at CP-T was notable.  The efficiencies he found will stay on after he leaves.  Rails are commodity dependant.  If prices go up they will do well.  Trump is good for railways.  Commodities are unpredictable.  He thinks CP-T is fully priced.


Price: $197.510
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY Crescent Point Energy Corp
CPG-T
Fabrice Taylor

We are going into a rebound in oil prices.  It might be choppy and saw toothed, but he feels oil prices are going to firm up.  CPG-T is quite leveraged to oil prices so he would not sell it.  He would buy it.  It’s a "goto" name and gets put into the penalty box now and then.  It has a decent payout and he thinks the valuation will bounce back.


Price: $15.070
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 DON'T BUY Crescent Point Energy Corp
CPG-T
David Baskin

The problem with oil is that as soon as oil gets above $50, there are lots of operators ready jump into action.  The question is if CPG-T can be profitable with $50 oil.  Warrant Buffet believes oil prices will be contained forever.


Price: $15.070
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 HOLD Cisco
CSCO-Q
Fabrice Taylor

They are a big beneficiary of the Internet.  He does not following it.  He would not buy it here.  But he does believe in the Internet and more and more smart devices.


Price: $33.600
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 TOP PICK CVS Health Corp
CVS-N
David Baskin

They have a huge platform of pharmacies in the US, pharma benefits management and home healthcare.  The baby boomer generation is not going to suddenly not need their pills any more.  It is very cheap right now.  (Analysts’ target: $86.34).


Price: $79.450
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-02-16 WEAK BUY Canadian Western Bank
CWB-T
David Baskin

(Market Call Minute) Completely exposed to the West.  Its loan book is not as bad as people thought.  It is not going out of business.


Price: $29.900
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY Ceapro Inc.
CZO-X
Fabrice Taylor

He likes it.  You want to wait until they announce some big contracts.  If you own it hold on to it.  He would buy it here.  They are profitable.


Price: $1.550
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: No
2017-02-16 BUY Darnley Bay Resources
DBL-X
Fabrice Taylor

They have very, very good properties.  They have a wonderful list of shareholders.  Investors are getting very interested in zinc.  They can finance themselves. 


Price: $0.550
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 TOP PICK Walt Disney
DIS-N
David Baskin

They own some of the best production studios there are as well a tremendous intellectual library with every old movie in the world.  They also have ESPN, which was the major question mark. They have mobilized that.  They also have cruise lines and theme parks. This is where millennials are spending their money.  (Analysts’ Target: $116.29).


Price: $110.710
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-02-16 BUY Diversified Royalty Corp.
DIV-T
Fabrice Taylor

A royalty company.  He likes that business model.  The CEO acquired a chain of royalty streams in an Alberta restaurant chain.  The dividend is close to 10%, but it is not covered by cash.  He recommends getting it with a DRIP program.  It is not the safest dividend stock but it is interesting.


Price: $2.580
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 WEAK BUY Encana Corp
ECA-T
David Baskin

They bought a lot of really good property when prices bottomed.  Now they are reaping the benefits of that.  He is not crazy about the energy space or natural gas.  It seems there is a lot of it around.  If you are going to own one, this is the one to own.


Price: $16.290
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY on WEAKNESS Fortis Inc.
FTS-T
David Baskin

He does not know what the price will be a year from now, but they WILL raise their dividend.  The dividend is tax preferred. (Analysts’ target: $48.09).


Price: $42.910
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY Colabor Group Inc.
GCL-T
Fabrice Taylor

A food distributor in Quebec/Ontario.  He bought more on a dip.  It used to be higher.  They took on a lot of debt and they recapitalized with a rights issue.  An investor put $5.5 Million into it and joined the board.  If you hold it for 2-3 years you will see a $4 stock price.  It is a conviction buy.


Price: $1.340
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2017-02-16 PAST TOP PICK Gold Standard Ventures
GSV-X
Fabrice Taylor

(Top Pick Mar 9/16, Up 172%) He looked to see who owned it and was impressed and got comfortable with it.  They have a great management team and a great list of shareholders.  They are in the 8th inning.  Someone will probably take them out evenutally.


Price: $3.600
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2017-02-16 PAST TOP PICK H&R Real Estate Inv Trust
HR.UN-T
David Baskin

(Top Pick Jan 5/16, Up 24.07%) It is a steady Eddie with a nice, tax effective dividend.  It was down last year because of their Bow building in Calgary.  They are smart operators.  They build and lease them for the long term. 


Price: $23.190
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-02-16 BUY Husky Energy
HSE-T
Fabrice Taylor

A big integrated oil company.  If you are bullish on oil prices then they are a buy.  It is a bet on oil prices.  He thinks oil prices have bottomed.  (Analysts’ target: $19).


Price: $16.300
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 SPECULATIVE BUY Helius Medical Technologies
HSM-T
Fabrice Taylor

The odds for shareholders have improved.  They are in FDA trials.  They are speculative and make no money.  He likens it to a lottery ticket or better, to a raffle ticket as the odds are better. 


Price: $2.150
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 PAST TOP PICK IBI Group
IBG-T
Fabrice Taylor

(Top Pick Mar 9/16, Up 68%) The stock got crushed and then they did a nice recapitalization.  Then their margins started to get better.  He was looking for confidence in management and found it with this one.  He only owns the convertible debenture now.  They should benefit from infrastructure spending.


Price: $6.420
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: No
2017-02-16 COMMENT Invictus MD
IMH-CN
Fabrice Taylor

He is just now looking at buying some of their financing.  If you look at something like an AFRA then this stock should be significantly higher priced.  They are on the verge of being a producer.  He hopes it will attract investors that are fleeing the high valued cannabis stocks and want to put money back in the same space.  There is uncertainty about when they will be profitable.  [The BNN web site labeled it as Invictus Financial (IVFZF-UTC-US) but the caller and guest were talking about the cannibus stock].


Price: $0.000
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: No
2017-02-16 BUY Kraft Heinz Company (merged)
KHC-Q
David Baskin

(Market Call Minute) People are not going to stop eating.  They have great brands.  It is fairly priced and very solid.


Price: $87.280
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY Kirkland Lake Gold
KL-T
Fabrice Taylor

It is often talked about as a takeover candidate and there are going to be more and more acquisitions in the industry.  It is a higher risk producer, but that means a higher potential upside.


Price: $10.460
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY K92 Mining Inc
KNT-X
Fabrice Taylor

They have a mine in New Guinea.  Once they can produce cash flow and calm investors, you should see the stock move higher.  He likes it.


Price: $1.020
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2017-02-16 BUY Magna Int'l. (A)
MG-T
David Baskin

(Market Call Minute) Trump cannot disrupt the supply lines in the auto industry.  Plants in Canada, US, and Mexico.  It is safe and cheap.


Price: $59.050
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 DON'T BUY Martinrea
MRE-T
Fabrice Taylor

CLS-T vs. MRE-T.  It seems CLS-T has business picking up, but MRE-T is stuck in some kind of a glut that they can’t break out of.  He refers CLS-T.


Price: $8.920
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 DON'T BUY Methanex Corp
MX-T
David Baskin

(Market Call Minute) A one commodity company and they are a price taker, not a price maker.


Price: $64.300
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 DON'T BUY Nvidia Corp
NVDA-Q
David Baskin

(Market Call Minute) It is overpriced now and he would not go near it.


Price: $107.250
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 PAST TOP PICK Priceline.com Inc.
PCLN-Q
David Baskin

(Top Pick Jan 5/16, Up 36.19%) It has a healthy market share in the travel industry worldwide. 


Price: $1648.880
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-02-16 DON'T BUY Precision Drilling
PD-T
David Baskin

(Market Call Minute) It is too cyclical.  If the oil price goes up, everybody drills, and if it goes down the drills are retired. 


Price: $7.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 TOP PICK Polaris Infrastructure
PIF-T
Fabrice Taylor

Geothermal energy in Nicaragua.  They have a fantastic PPA with the grid operator there.  They pay a dividend and have raised it twice in the last few months.  They pay in US$.  There is upside in the form of higher production.    There is a chance you might get a bid from a bigger operator.  (Analysts’ Target: $22.33).


Price: $15.920
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2017-02-16 BUY on WEAKNESS Pembina Pipeline Corp
PPL-T
David Baskin

It has had two pretty good days in a row.  They have smart management.  They don’t care what the price of oil is.  They are a toll road.  They have growing dividends.  Buy on any pullback.


Price: $42.680
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY on WEAKNESS Restaurent Brands International
QSR-T
David Baskin

They bought Tim Horton’s and made it more efficient.  Buy it on pull back because they are fully priced right now.


Price: $70.440
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 TOP PICK Red Eagle Mining
R-T
Fabrice Taylor

Just commissioning a mine in Columbia that should be producing soon.  It is a re-rating story; currently only at 2 or 3 times 2018 earnings because investors have not bought into the story.  You will get a rising multiple and some upside form rising gold prices.  Risk will come down in the near term.  (Analysts’ target: $1.31).


Price: $0.840
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2017-02-16 HOLD RioCan Real Estate Investment
REI.UN-T
David Baskin

He is not crazy about retail REITs because of Amazon and other online retailers taking market share away.  Some argue that we are over retailed in Canada.  There is not much growth in REI.UN-T.  He owns CRR.UN-T.  He thinks it has a much more attractive entry point than REI.UN-T.


Price: $26.760
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY Starbucks
SBUX-Q
David Baskin

Every time you think they cannot expand they keep surprising you.  They are a tremendous company.  They are not cheap, but you can’t deny their marketing genius.


Price: $56.730
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY on WEAKNESS Sun Life Financial Inc
SLF-T
David Baskin

He has nothing against them.  He prefers POW-T.  SLF-T should benefit from higher interest rates.  A 5% dip may be a buying opportunity.


Price: $49.940
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2017-02-16 BUY Toronto Dominion
TD-T
Fabrice Taylor

Canadian banks are always a buy.  They are benefiting from deregulation tailwinds south of the border.  He would probably not sell.  There is probably more to go even though they just hit a 52 week high.  Buy, accumulate and use the DRIP plans.


Price: $69.270
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 DON'T BUY Toronto Dominion
TD-T
David Baskin

The chances of them ever being taken over are very, very slim.  The government is not about to allow one of the biggest banks in Canada to be taken over.  All the Canadian banks have had a wonderful run.


Price: $69.270
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 BUY Teck Resources Ltd. (B)
TECK.B-T
Fabrice Taylor

They had a fantastic run for a little more than a year.  He thinks this will continue.  The mining cycle should be three or four years long.  They have a lot of zinc revenue.


Price: $27.780
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 DON'T BUY Teck Resources Ltd. (B)
TECK.B-T
David Baskin

What a rollercoaster.  They almost went bankrupt when coal prices tanked in ’07.  If you can live with that kind of volatility then maybe this one is for you.  He can’t predict coal and zinc prices.  TECK.B-T is a price taker, not a price maker so he does not want to own it.


Price: $27.780
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2017-02-16 BUY Teva Pharmaceutical
TEVA-N
David Baskin

(Market Call Minute) The CEO just retired.  This is the stock that everybody loves to hate.  Its biggest drug is coming off patent.  But it sells drugs in 200 companies around the world, it trading at around 8 times earnings, and is the cheapest of all big pharma in the world.


Price: $35.810
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 HOLD Temple Hotels
TPH-T
Fabrice Taylor

Largely in Western Canada and a lot in Fort McMurray.  The fire may create some scarcity and the oil patch is picking up.  He would hold on and maybe buy some.


Price: $0.910
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2017-02-16 DON'T BUY Twitter, Inc
TWTR-N
David Baskin

(Market Call Minute) Everybody tweets, but no one makes any money.  They have not been able to monetize its social media presence and may never be able to.


Price: $16.350
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 SELL Canopy Growth Corp.
WEED-T
David Baskin

(Market Call Minute) There are no barriers to entry in the business.  If it gets legalized for recreational use then everyone will be growing it in their back yard.  There won’t be any margin left.


Price: $12.550
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-16 HOLD Wells Fargo
WFC-N
David Baskin

They have a huge reputation going back over 100 years.  They got through 2008 in better shape than any of the other banks.  Reputational risk could kill a company like this.  The scandal has not done this.  He would rather stay in this one than jump to another.


Price: $58.120
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-02-15 N/A A Comment -- General Comments From an Expert
A Commentary
Colin Stewart

Market. As the US bond yields moved up, people have moved into more cyclical pro-growth sectors. He started looking at energy last year when prices were going down. Any time he sees an area out of favour or depressed, he starts to do his homework. Oil prices have moved up significantly, but some of the Canadian producers’ stock prices have not moved a lot. A lot of that is due to a possible border adjustment tax, and what does the Trump administration really mean for the Canadian energy industry. The market has taken a fairly draconian review, and people are selling first and thinking about the real implications later, which is not the right way to think about it. The comments in the last few days suggest that the outlook for the Canadian industry and the US need for energy and dependence on Canadian oil, particularly heavy oil, is quite high and they want a constructive relationship. He is also starting to look at some of the beat-up names in healthcare.


Price: $0.020
Subject: NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias: OPTIMISTIC
Owned: _N/A
2017-02-15 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Madden

Market. Earnings have been batting 1000 in the energy sector, but he wants to see this reflected in the stock prices. Six of the energy companies have reported so far. Two are beating expectations for every one that is falling short, but they are all coming in better than expected, however the sector has fallen out of favour. That reflects investors increasing concerns about a warm winter, continental energy flows and a generally oversupplied natural gas market. To top it all off, there are concerns about possible border taxes.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2017-02-15 N/A A Comment -- General Comments From an Expert
A Commentary
Brian Madden

TFSA or RRSP? Given the tax treatment, he would put more conservative holdings in the RRSP and the more aggressive names in the TFSA.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: _N/A
2017-02-15 COMMENT A Comment -- General Comments From an Expert
A Commentary
Brian Madden

REITs? The long running rally in the bond market of 5+ years came to an end late last summer. With that, he expects to see the demise of all the bond proxy trades that are in the equity market, such as REITs, pipelines, utilities, telecoms and all the plays in the market where people were clamouring for yield because there was no alternative.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-02-15 COMMENT A Comment -- General Comments From an Expert
A Commentary
Brian Madden

Base metals? Most of the industrial metals are very strong, which is not surprising given his thoughts on the global economy coming out of the slump in 2016. We are seeing better industrial demand in China and some of the Purchasing Manager Indices ticking up consistently over the last 3-6 months. Also, there is high hope for big infrastructure build in the US. In addition, there has been some supply outages in copper in some of the largest mines in the world.


Price: $0.020
Subject: CANADIAN
Bias: UNKNOWN
Owned: Unknown
2017-02-15 COMMENT Apple
AAPL-Q
Colin Stewart

Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, although he has a bigger position in Google and thinks of it as a better business.


Price: $135.510
Subject: NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias: OPTIMISTIC
Owned: Yes
2017-02-15 COMMENT Aurora Cannabis
ACB-X
Colin Stewart

The whole medical/recreational marijuana industry is undergoing a lot of change. Most of that is legislative and we are seeing the development of a new industry that could be very large, but part of the challenge as an investor is trying to figure out what that means for these individual companies. Most of them don’t make much money or have a history of earnings. This is in the “too tough to figure out” category.


Price: $2.560
Subject: NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias: OPTIMISTIC
Owned: No
2017-02-15 COMMENT Altagas Ltd
ALA-T
Brian Madden

Sold his holdings in late summer of 2016, to make room for more procyclical exposure in the portfolio. There has been a notable corporate development in the last couple of months. They are in the throes of their largest acquisition in the history of the company with WGL Holdings, a very large cross-border transaction. It should be 8%-10% accretive to both earnings and their fund flow from operations. Management feels it will support dividend increases in an 8%-10% annualized pace over the next 3-4 years, without impairing credit. The stock is quite expensive, and he views it as a bond proxy, which he tries to avoid. 6.7% dividend yield.


Price: $31.280
Subject: CANADIAN
Bias: UNKNOWN
Owned: No
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