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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-31 TOP PICK Canadian-Imperial-Bank-of-Commerce
CM-T
Lyle Stein

For many years this has been the unfavoured bank amongst Canadian banks. It has the highest yield and they have raised the dividend a couple of times to the shock of some people. Good yield and they are growing the dividend. Has the best tier 1 capital ratio in Canada. Sentiment is starting to swing back to this bank. This is a bit of a contrarian play. Dividend yield of 4.67%.

Price:
$93.460
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-31 TOP PICK Goldcorp-Inc
G-T
Lyle Stein

Just slashed its dividend by 60%. Management, quite prudently, decided to keep $300 million of cash. When you are investing in commodity companies, bad times come, but the good times are unbelievable. Has increased its credit line by $1 billion and sold a mine for $1 billion, so suddenly they have $2 billion of liquidity. Also, had numbers that were quite good from an operating perspective. They now have a Tier 1 triple B balance sheet that they are intending to maintain, and have the ability to pick up other companies that are falling on hard times. Dividend yield of 4.43%.

Price:
$17.450
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-31 TOP PICK Sun-Life-Financial-Inc
SLF-T
David Cockfield

This is mainly Canada and the US, which is what he likes. A good safe stock and he can see it increasing its dividend in the future. Prefers this over Manulife (MFC-T) because of Manulife’s involvement in the Orient. Dividend yield of 3.15%.

Price:
$42.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-31 TOP PICK Toronto-Dominion
TD-T
David Cockfield

Canadian Banks have been under pressure with some US companies Shorting them. This one has a big US content. It hasn’t done much for a while and he is expecting better results in the upcoming quarters. Good dividend increaser. Dividend yield of 3.87%.

Price:
$52.770
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-31 TOP PICK Trans-Canada-Corp
TRP-T
Lyle Stein

He invests private client money, and when you do that it is not about the next hot story or the next great simple return, it is about owning great companies and letting them work for you. This has been one of those. About a year ago, they had about $45 billion worth of CapX potential that could double their EBITDA in 6-7 years. Keystone could be taken off the list. Energy East may or may not go. These pipelines need to be built, but in the meantime they have $12 billion of expansion capacity that they can add. Dividend yield of 4.09% will continue to grow.

Price:
$50.830
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-31 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

This is a way to participate in a broad base. Their beta is .76. It has 25% utilities, 25% consumer staples, 20% in healthcare and 10.9% in consumer discretionary. These are companies that are not particularly multinationals, which is what he wants. Feels the high US$ has hurt some of the big multinationals. These tend to be more domestic.

Price:
$27.120
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-30 TOP PICK Arc-Resources-Ltd
ARX-T
Robert Lauzon

A quality company that runs its business like it will be around for another 25 years.  Hold it for a long time and see 10% a year.

Price:
$20.330
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
2015-07-30 TOP PICK Cisco
CSCO-Q
Zachary Curry

Whether it is Facebook, Google, YouTube, etc. the backbone of the Internet needs to be there, and this is the best provider. One really neat avenue is that they are going to get into the server side of things, where they are going to their customers saying they will build it, service it and clip the recurring revenue on that service contract. Yield of 2.97%.

Price:
$28.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-30 TOP PICK Walt-Disney
DIS-N
Zachary Curry

Best in class. Have been spending a lot of money in the last 3-4 years, and feels they are going to stop spending and be able to reap the rewards. They are going to be able to increase the cash flows through their theme parks and Star Wars, and hopefully return some of that to their shareholders. Dividend yield of 1.1%.

Price:
$120.030
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-30 TOP PICK Element-Financial
EFN-T
Zachary Curry

(A Top Pick July 10/14. Up 37.13%.) Great company. Has done very well. Recently raised money to take over the GE leasing business. Still get above 70% of their business from the US. They seem to be funding things in a more conservative way. There is no reason this progress can’t continue.

Price:
$19.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-30 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Robert Lauzon

An oil producer, primarily in Saskatchewan that has been hit pretty hard and pays a nice dividend that should not be cut here.  There are going to a lot of acquisitions over the next few years.  He likes the team. 

Price:
$7.120
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
2015-07-30 TOP PICK Whitecap-Resources
WCP-T
Robert Lauzon

Healthy dividend, good management team, good institutional following for raising money when they need to grow by acquisition.  6.5% yield. It has sold off, but does not have a balance sheet problem.

Price:
$11.710
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
2015-07-29 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Sprung

The seem to be in the right place at the right time with more and more of the world turning to other forms of grain/pulses, as a substitution on gluten ingredients. Next year is the year of the pulse, which will give them a lot more attention. They have been expanding their food ingredients side. This is one of the dominant players in pulses globally. Dividend yield of 2.01%.

Price:
$30.640
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
James Telfser

Currently trading at a pretty low valuation based on 1st quarter earnings, which were quite poor, and 2nd quarter earnings which are not expected to be great. This is a seasonal business where the 2nd half is usually much stronger. Raised a bunch of money recently at about $12.25. They have been talking a big game about making acquisitions and looking at assets. This is the sort of business where you if you can buy some quotas and consolidate the industry a little, there are a lot of synergies that can happen. Dividend yield of 1.42%.

Price:
$11.300
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 TOP PICK Hudson-Bay-Co.
HBC-T
James Telfser

Doing great things to their stores, and it is increasing sales. Thinks the situation in Germany is very similar to what they had in Toronto. A few flagship stores with great property values that they have spun into a joint venture that they are really going to fix up and hopefully turn around sales. Also, have online strategies that they are going to focus on. Really the value is in the real estate. He calculates the NAV of around $35, and it is trading at a 25% discount to that. Yield of 0.75%.

Price:
$26.500
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 21,254 entries
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