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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-07-28 TOP PICK CAE-Inc
CAE-T
Michael Sprung

Recently announced about $120 million in new training contracts. They also announced about $110 million for the military side in New Zealand. They continue to gain new business, whether military or civil space. Yield of 1.7%.

Price:
$14.110
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-07-28 TOP PICK Central-Fund-of-Canada-Ltd--A-
CEF.A-T
Peter Brieger

(Top Pick Jul 22/13, Down 0.19%) You could see a bounce back up to $1360-$1420 for gold, depending on geopolitical events.  Gold could have this short term pop of 5-10% and it will increase long term as well due to Indian demographics among other factors.  He will hold it for fundamental reasons.  They are not finding as much gold any more.

Price:
$15.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-28 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Peter Brieger

The oil and gas companies will be facing the tax man as tax pools run out.  But CPG-T is nowhere near that point.  They are aggressive in acquiring company’s land.  They are perfecting water flood secondary recovery. 

Price:
$44.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-28 TOP PICK Encana-Corp
ECA-T
Michael Sprung

(A Top Pick July 22/13. Up 35.2%.) Management has surfaced value with their spin out of PrairieSky (PSK-T), sold Big Horn and acquired some property in Eagle Ford. Becoming much more exposed to liquids than to natural gas. Have done some extremely smart things with their asset base, as well as making some very strategic acquisitions. Good cash position of about $2.7 billion. Still has a long ways to go.

Price:
$23.850
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-07-28 TOP PICK EnerCare-Inc
ECI-T
Michael Sprung

Just announced they were buying the consumer’s services division from Direct Energy, which now gives them direct access to consumers in Ontario. Largely involved with water heaters as well as running a sub-metering business. He estimates capitalization of the company is going to go from around $800 million to $1.1-$1.2 billion. This is a very accretive acquisition to cash flow, and he estimates it is going to be 22%-25%. This puts out the potential for dividend increases down the road. Dividend yield of 5.27%.

Price:
$13.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-07-28 TOP PICK Precision-Drilling
PD-T
Peter Brieger

Likes the energy field.  Most modern and largest fleet in Western Canada.  Signed a deal with Schlumberger Ltd. (SLB-N) to round out the product offering.

Price:
$14.550
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-25 TOP PICK American-Financial-Group-Inc.
AFG-N
Darren Sissons

Slow and steady. Not a sexy company. They insure horses, speedboats, commercial car fleets. Because they dominate small niches, they just tend to slowly move along and slowly increase the dividend. Good corporate governance and good risk management.

Price:
$58.020
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK BankUnited--Inc
BKU-N
Darren Sissons

(A Top Pick July 25/13. Up 10.77%.) This is post the global financial crisis and a bank that was effectively re-launched. Q1 capital ratio was around 30%. Exposed to the Florida and US market. Interest rates will take this higher and will be a tuck-in candidate at some point.

Price:
$32.280
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK Keppel-Corp-Ltd.
KEP-SP
Darren Sissons

The leader in the offshore oil rig market. The current big driver is going to be the ultra-deepwater market. Have a $14 billion backlog that gives them visibility up to 2019. Have increased the dividend for 23 consecutive years. Also, have a small property business that builds apartments across Southeast Asia. Good balance sheet and very good management.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK Spartan-Energy-Corp
SPE-T
Eric Nuttall

This is a “sleep easy” small cap growth story. Management owns 13%. In one of the best areas of oil production in Southeast Saskatchewan. Have consistently been drilling wells that have paybacks of less than a year. Because of their size, they can still make smaller acquisitions that are too big for larger companies. Their ability to add accretively is much higher than some others. By his estimation, they will be growing production next year by 49%, the highest of any oil company in Canada, and that is spending only 80% of the cash flow. Typically trades in a band of $3.80 and $4.20. They report in about 2 weeks, but doesn’t know if there will be any catalysts to get people really excited.

Price:
$4.040
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-25 TOP PICK Tourmaline-Oil-Corp
TOU-T
Eric Nuttall

(A Top Pick July 30/13. Up 33.13%.) His largest holding. A lot of natural gas stocks in the Montney have been unlocking a lot of value by getting better and better at drilling and containing the wells. A lot of this company’s wells are coming on stream at twice what they had budgeted. Thinks this has 40% upside from today’s levels, a $75 stock because their acreage just keeps getting better and better. They keep coming out with new plays. Have 10 years of high-grade inventory.

Price:
$52.650
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-25 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

One of the most sustainable and attractive total return energy stocks in Canada. Spending less than 1X cash flow. They can grow production by 14%-15% plus pay their existing dividend. Because their wells have been so profitable, they are generating a ton of free cash flow. If they were to take just half of their free cash flow next year, and roll it into the dividend, they could increase it by 33%. Reporting on Aug 7th and he is hoping they increase their dividend by 5%-10%. Still trading at a discount multiple. Thinks it will be a $20 stock over the next year or so. Yield of 4.53%.

Price:
$16.630
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-24 TOP PICK Apple
AAPL-Q
David Burrows

Sometimes it is hard to stick with what is working.  Just about to release a new iPhone.  There is growth in the BRIC countries.  They have the watch device. There is a JV to provide enterprise services.  It is behaving very well and has strong dividend growth and strong free cash flow.  Great balance sheet.

Price:
$97.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK American-Axle--and--Mfg-Hldgs-Inc.
AXL-N
Gordon Reid

This was spun off from General Motors (GM-N) in 1994. Make drive line axles, primarily for trucks initially, but have moved into the car business. Most of the business historically has been with General Motors, but are now down to about 55% with GM, and are dealing with about 100 different customers. Growing their earnings at a fairly good clip of about 15% annually, but are only trading at 8 or 9 times earnings.

Price:
$19.230
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK Boeing
BA-N
Gordon Reid

This is a great story. It has visibility, which a lot of companies don’t. We are seeing a $377 billion backlog for 5200 commercial aircraft. They have the 787 Dream Liner. Trading at about 16X earnings. It is a captive market. Airlines need to buy new technology and new aircrafts because they are more fuel efficient.

Price:
$124.400
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 19,756 entries
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