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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-12-17 TOP PICK Boeing
BA-N
Gordon Reid

Traded down a little on the oil story. This is kind of illogical. The thesis is that with lower oil prices, the drive for new fuel efficient airplanes will be lessened, which doesn’t make a lot of sense to him. It is the competitive landscape that matters. One airline against another as beneficial margins and competitive margins lead to pricing decisions. They have a $375 billion backlog, which is pretty much clear sailing through the end of the decade in terms of their delivery schedule. Thinks you could probably see a mid-teens type long-term growth. Dividend yield of 2.95%.

Price:
$0.000
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Hexcel-Corp
HXL-N
Gordon Reid

A derivative play and they are in the structural materials business. They do the carbon fibre material, and two thirds of their business is with Boeing and Airbus. Between the 2 they have over $1 trillion of airplanes that have been ordered and on the block to be assembled. This company makes about $5 million an airplane, and there are thousands and thousands of them that will be produced over the next decade. Trading at a very reasonable multiple and has a good growth rate of around 15% per year. A fine cash flow company with a cash flow of about 7.5% yield.

Price:
$0.000
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Lear-Corp.
LEA-N
Gordon Reid

Primarily automotive seating or interior work. Basically provides to all the major producers around the world. The run rate in North America is around 17 million units. Over 20 million units in Europe and over 21 million in Asia. Trading at a very modest multiple of around 10X earnings and has good growth ahead of it. Dividend yield of 0.87%.

Price:
$0.000
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 TOP PICK Canadian-National-R.R.
CNR-T
Mike S. Newton, CIM FCSI

This is trading off in sympathy with what is happening in oil. This is a great derivative play. What he finds interesting is that crude by rail and fracing sand shipments are about 9% of their business. They do a lot of merchandise, a lot of international intermodal with the best operating margins at about 37%. Yield of 1.31%.

Price:
$76.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-16 TOP PICK Newalta-Corp
NAL-T
Stephen Takacsy, B. Eng, MBA

Oil and Gas.  One of the biggest recyclers of waste in the business.  They clean up tailing ponds.  Very little business is tied to the price of oil.  Stock is really beaten up.  Good short term upside. To the $19s.

Price:
$15.480
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 TOP PICK Park-Lawn-Income-Trust
PLC-X
Stephen Takacsy, B. Eng, MBA

Only publicly traded company in this industry.  40 years capacity in cemeteries.  Great dividend yield.  Great way to play demographics.

Price:
$12.300
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 TOP PICK Starbucks
SBUX-Q
Mike S. Newton, CIM FCSI

Hasn’t been a spectacular performer this year, but is moving into food and wine with a big movement into China and eventually into India. Have great metrics and great earnings. Yield of 1.62%.

Price:
$79.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-16 TOP PICK Tesla-Motors-Inc
TSLA-Q
Mike S. Newton, CIM FCSI

A name that most serious investors don’t take seriously. Thinks we will look back at this and wonder why we haven’t been accumulating for the future. Extremely innovative. Thinks this is going to be like the iPod was 6-7 years ago. He is accumulating this on the margin. There is no perfect time to be buying this. Take very small baby steps with a maximum weighting of about 2.5%, (maybe 1%, 1% followed by 0.5%) and see how it goes over the next couple of months.

Price:
$197.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-16 TOP PICK Canadian-Satellite-Radio
XSR-T
Stephen Takacsy, B. Eng, MBA

Held since the merger.  Losers merged to make a massive money maker.  Stock came down when they paid a special dividend.  2.6 Million subscribers, recurring revenue, hardly any cap x.  Cash flow multiples are 50-70% more than it is trading at.  Number of cars equipped to receive the signal is growing dramatically.  Very cheap right now.

Price:
$5.890
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-15 TOP PICK Altagas-Ltd
ALA-T
Gajan Kulasingam

It is a diversified business model of power, gas and regulated utilities.  This will be one of the highest dividend growers (10% over next 3 years).  Projects they commissioned will be coming on line.  Have one of the lowest payout ratios amongst their peers.  You will see a bump up in cash flows and payout ratio.  They have the quickest chance to get a LNG projects up and running. 

Price:
$36.960
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-15 TOP PICK American-Tower
AMT-N
Michael Bowman

Is actually a REIT.  65,000 towers around the world.  Great balance sheet and great management.  They are always profitable. 

Price:
$97.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2014-12-15 TOP PICK Aecon-Group-Inc
ARE-T
Michael Bowman

Convertible debentures from Aecon.  He is looking for a more conservative way to play an equity.  5.6% yield.  You get back 100% in three years.  Not a lot of downside.  It has been hurt along with the oil situation.

Price:
$9.770
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2014-12-15 TOP PICK Gibson-Energy
GEI-T
Michael Bowman

They came out in the last few days and announced increased capital expenditures.  Payout ratio of 60% and relatively modest exposure to oil.  A great company.  They are not cutting the dividend.

Price:
$23.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2014-12-15 TOP PICK MacQuarie-Infrastructure-LLC
MIC-N
Gajan Kulasingam

A favourite name.  There is significant value here.  They bought out their bulk liquids business from a partner.  6% dividend yield that will grow.

Price:
$63.780
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-15 TOP PICK Pattern-Energy-Group-Inc
PEGI-Q
Gajan Kulasingam

One of the more resilient business models.  Thinks the dividend can grow at 12% for the next 2 to 3 years.  Share price is volatile because of hedge fund ownership.  Thinks the stock market will eventually get the right investor base for the right valuation.

Price:
$23.470
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 20,343 entries
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