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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-30 TOP PICK CVS-Health-Corp
CVS-N
Gordon Reid

They have both the back and front end of US drugstores. Back end contributes about 70% of revenues and profits. This is a play on the aging population demographics, plus Obama care. This gives a great many more Americans access to insured health benefits. Dividend yield of 1.35%.

Price:
$103.830
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK Esterline-Technologies
ESL-N
Gordon Reid

This sells into the aerospace and defence sectors. They put a lot of dollars into each 350 that is built, in avionics and censors.

Price:
$115.680
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK High-Arctic-Energy-Services-Inc
HWO-T
Martin Davies

They confused everyone with the name.  Their biggest earnings generator is in New Guinea.  They have an island and two new rigs being built.  Good solid dividend of 5%+ and a good revenue stream.

Price:
$3.760
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK Imperial-Oil
IMO-T
Martin Davies

They have gone ahead and affected a lot of assets.  They spent a lot recently in CapX.  They are well managed and a great growth company.  Only 23% in debt.  Downstream assets have huge earnings power.  They earned as much in refining as in upstream operations.

Price:
$51.350
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK PrairieSky-Royalty
PSK-T
Martin Davies

They don’t have to spend any money at all.  There is going to be some reduction in activity on their lands, but they are low decline rate fields. 

Price:
$29.580
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK Ryland-Group
RYL-N
Gordon Reid

Likes the homebuilding space very much. It has been a little slow to get off the launching pad, but thinks it has a long ways to go. Lending standards are very, very tight. These things ebb and flow. Well positioned to do well. Dividend yield of 0.25%.

Price:
$48.910
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-27 TOP PICK Keppel-Corp-Ltd.
KEP-SP
Darren Sissons

(BNN shows the symbol as KPELF-PK, but my search through Globe & Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.) A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 TOP PICK Unilever-NV
UN-N
Darren Sissons

Has the largest emerging market exposure of consumer staples. The market doesn’t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend grows periodically. Balance sheet is fine. Yield of 3.12%.

Price:
$42.490
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 TOP PICK Vodafone-Group-PLC
VOD-Q
Darren Sissons

The European market has changed in terms of the outlook for growth for telecom companies. This company goes around the world buying small operations, grows and then sells them off. Good management. Yield of 3.12%.

Price:
$33.460
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-26 TOP PICK Alacer-Gold-Corp
ASR-T
Benj Gallander

Lots of money and no debt and they are expanding their copper deposit.  Companies have been looking at them and they could get possibly taken over at some point.

Price:
$2.680
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK Baytex-Energy-Corp
BTE-T
Jeff Young

(Top Pick May 22/14, Down 54.04%) He probably should have sold and come back later.  It has good assets and a good cost base and they are a good company.  When oil prices start to recover they will be a prime beneficiary of that.  It is a high quality company and just needs some support from oil prices.  He is not suggesting people back the truck up but just put a toe in.  6% yield.  The Saudis can’t produce oil for the entire world and no one but they can make money at these levels.

Price:
$20.020
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 TOP PICK Cathedral-Energy-Services
CET-T
Benj Gallander

They cut their dividend in half.  They cut their capital spending in half.  They cut half their labour cost.  They have a reasonably good balance sheet.  It is a good time to buy in now.  They are smartly managed and a number of companies in this sector will go bankrupt or chapter 11 so this will eliminate competition.

Price:
$2.010
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK First-United
FUNC-Q
Benj Gallander

Good financial ratios and capitalization ratios.  If they start repaying a dividend he can see a cent or two a quarter and then moving up from there.  Thinks they will start the dividend this year.  A nicely managed company.

Price:
$8.570
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK Pembina-Pipeline-Corp
PPL-T
Jeff Young

It has come down quite a bit, but he likes the assets.  They touch more than half the oil moving around Alberta.  They have assets where he expects development to continue.  They have a decent dividend and decent growth prospects.  If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.

Price:
$40.390
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 TOP PICK Westjet-Airlines
WJA-T
Jeff Young

It has come off a bit after doing very well.  It is the perpetual problem with airlines where they overbuild capacity and demand is not there to keep it up.  They are expanding into more holiday travel.  It sold off on the Western Canada worries and he thinks it is overdone.  They have this economy of premiums and they continue to find ways to add to their revenue line.  The risk is if the economy turns down and air travel falls.

Price:
$29.600
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 20,748 entries
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