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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-11-27 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

10% of all deposits in the US are with them.  Stock has not done much at all this year, but you should see improvements in the company next year.  They have a great retail and commercial franchise, great investment banking business and a great wealth management business.  They will continue to generate lots of capital and then buy back shares and increase the dividend with it.

Price:
$17.110
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
CAUTIOUS on OIL
Owned:
Yes
2014-11-27 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Martin Davies

Excellent at how the management has consistently delivered on what they are trying to do.  They brought an oil sands mine on stream on time and on budget.  Very few can do this.  Still produce a tremendous amount of free cash flow.  Amazingly diverse group of assets. It is compelling. Over time it should re-rate itself.

Price:
$38.450
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2014-11-27 TOP PICK Enerflex-Ltd
EFX-T
Martin Davies

Was previously Nat Gas aligned.  Now they went through a bulking up of all types of energy systems.  Acquired AXIP in Latin America, which is a tremendous fit for them.  Back log is going up, distributions have to go up.

Price:
$16.820
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2014-11-27 TOP PICK Gibson-Energy
GEI-T
Martin Davies

(Top Pick Jan 8/14, Up 13%) Transportation division is producing at great rates and created new transportation hubs.  Great third quarter read.  They get a repeat star.

Price:
$29.760
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2014-11-27 TOP PICK Microsoft
MSFT-Q
Paul Harris, CFA

(Top Pick Nov 7/13, Up 31.80%) They are not thinking they are competing with AAPL-O anymore.  The Surface has come out and it is an enterprise product.  Xbox is doing better and they have a good phone.  Incredible balance sheet and the change of management has helped them to refocus.  15 times earnings, 3% dividend, $27 billion in free cash flow, gross margins of 68%.  That’s what Microsoft is.  A great company from a balance sheet perspective.

Price:
$47.750
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
CAUTIOUS on OIL
Owned:
Yes
2014-11-27 TOP PICK Qualcomm
QCOM-Q
Paul Harris, CFA

13 times earnings.  They are facing some issues in China with royalties and they are in with an antitrust case and hopefully this will work out.  They are in the high growth area of the tech business.  Great roadmap for down the road.  8-10% revenue and earnings growth.  They are buying back shares and increasing their dividend soon.  They were hurt in the short term, but will benefit from it being solved further out.

Price:
$72.260
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
CAUTIOUS on OIL
Owned:
Yes
2014-11-26 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Greg Newman

Likes this one 1 year out and for the next 5 years. Sees about 21% rising AFFO growth over the next couple of years from rising institution allocations to real assets, US economic momentum where they have 62% of their business and its robust asset management business with significant fundraising momentum. This is a bit of a call on rates staying low for longer. Yield of 1.28%.

Price:
$56.220
Subject:
CANADIAN LARGE & HEDGING
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 TOP PICK Diversified-Royalty-Corp.
DIV-T
Peter Imhof

A new type of royalty company. They are buying top line revenue from companies that have steady businesses. Management own a lot of stock themselves. The 1st deal they signed was with Franwork, the owners of Original Joe’s and Elephant and Castle restaurants. Trading at a fairly low multiple, and has a 7% yield. They are just starting getting coverage. Expects they will sign another deal in the next couple of months or so. Street is starting to get behind this story. Fairly cheap. Considers this a long-term hold that he can own for the next few years and let it play out.

Price:
$2.470
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 TOP PICK Power-Financial-Corp
PWF-T
Greg Newman

The Q3 was a strong beat. Underlying businesses of wealth management and life insurance are very attractive. Has a 4% conservative dividend with a 42% payout ratio. Believes we are going to finally see dividend growth, and models it at 8%-10% for 2015. However, it is trading below its 5 year average at 11.6X versus its 5 year average of around 13. In an environment in the TSX where he expects to see an energy vacuum and a continued mining vacuum, and maybe even a telecom vacuum to come, he thinks money is going to look for other places.

Price:
$35.180
Subject:
CANADIAN LARGE & HEDGING
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 TOP PICK Ridley-Inc
RCL-T
Peter Imhof

Animal nutrition. Very tightly held. Just came out with a quarter where their earnings were up over 50%. In the last 3 years, their compound annual growth rate in earnings was up about 45%. In 2014 they paid a $2 special dividend and in 2013 they paid a $1.50 special dividend and a $2 special dividend in 2012. Trading at a very low multiple. At some point in time, they are either going to make an accretive acquisition or will pay another special dividend.

Price:
$28.100
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 TOP PICK Rock-Energy-Inc.
RE-T
Peter Imhof

The whole sector has been creamed, but this is one of the cheapest. Did about 3500 BOE’s in 2013 and this year they are going to do about 4900 and expects them to do about 5500 next year. Even at today’s prices of around $80, their netbacks are around $40. Very high netbacks, so they can withstand the downturn here. They still have the growth in production and higher netbacks compared to most other companies. Very cheap.

Price:
$4.010
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 TOP PICK WSP-Global-Inc.
WSP-T
Greg Newman

Their global operations are showing solid organic growth and very healthy margins. Canadian operations showed signs of safe stabilizing last quarter. Backlog is up nicely. Just made a recent acquisition of Parsons Brinkerhoff, which adds to their US exposure and gives them more of a global footprint. Feels this will be highly accretive and will generate cost savings. He models a 72% payout ratio. Have done a very good job in the past of integrating operations.

Price:
$35.900
Subject:
CANADIAN LARGE & HEDGING
Bias:
CAUTIOUS
Owned:
Yes
2014-11-25 TOP PICK Apple
AAPL-Q
John Stephenson

Looking at technology, it has become a bifurcated market. Some of them are just getting smoked and some are struggling, and yet you see this one trading at a relatively low multiple. It really has the best ecosystem in technology. There are well over 50% margins on the iPhone. Don’t know what their sales are yet officially, but there are rumours they are in the 60 million+ already. He thinks it is certainly worth north of $150 a share. Yield of 1.58%.

Price:
$117.600
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-11-25 TOP PICK Element-Financial
EFN-T
John Stephenson

Equipment leasing. In a growing and underserved area of the market. He expects to see growth in this market. You can see earnings per share growing at roughly 80% per annum for the next year or so. This will benefit from an eventual recovery in spending on machinery and equipment. A “screaming buy” right now.

Price:
$14.760
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-11-25 TOP PICK Intel
INTC-Q
David Burrows

The undisputed leader in semiconductors. Many would say they are 3 years ahead of their competition when it comes to manufacturing technology, and they are accelerating their pace of innovation. Somewhat economically sensitive. Dominant in data centres, which has rapidly growing revenues. PC market seems to be stabilizing. Will probably grow 10%-12% a year going forward. They’re returning cash to shareholders by buying back shares and raising their dividend. It will grow its dividend at 15% per year. Yield of 2.64%.

Price:
$36.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 20,262 entries
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