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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-05-26 TOP PICK Badger-Daylighting
BAD-T
Norman Levine

This went from being a dividend play, to being a value play, to being a growth stock, to being a momentum stock. Once the wind was taken out of the momentum stock, he started to become more interested again. It has come down a lot because about half of its revenue and earnings comes from the energy area. They have been successful in 2 things. 1) Moving their trucks away from energy towards utility and other areas and 2) growing their presence in the US. Earnings from the US are starting to come through. Dividend yield of 1.24%.

Price:
$28.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK Bank-of-Nova-Scotia
BNS-T
Norman Levine

This is his only Canadian bank. It is the cheapest of the Canadian banks, with the second-highest yield of 4.24%. Investors don’t like the fact that it has a lot of operations in Latin America and in Asia, whereas he loves that. That is going to be where the growth is. He doesn’t want a bank that has a lot of Canadian exposure because of headwinds on weak energy prices.

Price:
$64.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK Equity-Financial-Holdings
EQI-T
James Hodgins

(A Top Pick June 20/14. Down 9.95%.) The story has not changed. They hired a new CEO and have spent the last year rebuilding the talent base in terms of mortgage originations within the company. Trades below its Book Value, only because the mortgage book shrank over the past year because no one was selling mortgages. They have now re-staffed, so you are going to start to see the mortgage book grow again, which he expects to happen this quarter. When that happens, and the market sees that turn, it is going to start pricing in looking forward. Could see a double in 2-3 years with very little risk.

Price:
$9.060
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-26 TOP PICK Innova-Gaming-Group
IGG-T
James Hodgins

There is no coverage on the street as yet. Once that happens and it gets more publicity, it will go higher as it gets better known. They make video lottery terminals that the OLG and Lotto Quebec are putting in bingo halls. Also, have 4 states that are trying them out. They provide a slot machine like experience. They get really good traction and share the revenue effectively with the OLG. It is a recurring revenue model. He has them trading on a forward basis at 4.5X EBITDA, which he thinks is way too cheap. OLG is planning on expanding this pretty quickly throughout Ontario, and maybe even trying it in bars as well.

Price:
$3.960
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-26 TOP PICK SGS-SA
SGSN-VX
Norman Levine

Trades on the Zürich stock exchange as well as the pink sheets in the US. The biggest in the test, measurement and verification business globally. When companies produce products, commodities, etc. their laboratories make sure that what they are selling is what they said they are selling. Hasn’t been a good performer in the last little while, which caught his attention. Replaced the CEO in the 1st quarter of this year and he thinks the new CEO is going to help their Chinese business. He is also a cost cutter. The dividend grows on a regular basis.

Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK TeraGo-Inc.
TGO-T
James Hodgins

Acquired Rackforce Networks recently and there is also new management. They are changing their direction from just offering data access to companies, to also doing web hosting and cloud services. Have hosting centres right across Canada now. The only independent company to have that. You are going to see good organic growth with this company, filling up those Rackforce data centres. When they do that, you could easily see the company going for sale, and it could be a double.

Price:
$6.200
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Jason Mann

Short.  All the utilities are falling into this bucket of being expensive.  Utility stocks are going to be under pressure.  They are expensive and carry a lot of debt. 

Price:
$9.760
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Badger-Daylighting
BAD-T
Jason Mann

It was a growth darling a year ago and then missed a quarter, then the energy decline impacted it.  This one fits his trend of wanting to move back into cyclical names.  It has good valuation.  High ROEs and a 10 year track record of growth.  They are the market leader and that is a good barrier to competition.

Price:
$29.940
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Black-Diamond-Group
BDI-T
Jason Mann

Energy services.  It got hit hard in the fall.  It is not a super high margin business.  It bottomed.  It has all the metrics he looks for.  6% yield.  It is a recovering story.

Price:
$15.180
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Walt-Disney
DIS-N
John Zechner

This has been the greatest growth stock over the past 40-50 years. What he likes is the way they continue to change and adapt to the market that is out there. More importantly is that they take all of the content and cross sell it in the various media, whether it is television, gaming, merchandising, theme parks, etc. There is no bigger owner of content globally. Market multiple is only 20X for all of this. Dividend yield of 1.04%.

Price:
$110.260
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Manulife-Financial
MFC-T
John Zechner

Have done a pretty good restructuring over the past couple of years. A rising interest rate is going to benefit the life insurance companies. They reduced their exposure to the stock market volatility pretty dramatically. More importantly, their core earnings growth is coming through. Have growth in Asia and strong growth in wealth management. Trading at a discount to what insurance companies typically have traded at, and a big discount to what the banks are trading at. Dividend yield of 2.96%.

Price:
$22.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Uranium-Participation-Corp.
U-T
John Zechner

Uranium is one of the few commodities trading at a discount to its global cost of production, of around $60 a ton. You are not going to see new supply from mines until you see something around that price. The long-term contract price is around $50 and the spot price is around $35. With this company, you are effectively buying uranium at a bit of a discount at around $33-$34. At some point there will be a rise in the global cost of production. There are a couple of catalysts including 1) all of the Chinese reactors coming on in the next couple of years, 2) a restart of some of the Japanese reactors and 3) supply is going to be constrained with no new supply coming on.

Price:
$5.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK Brookfield-Property-Partners
BPY.UN-T
David Cockfield

This is sort of a REIT type operation, but is multinational. This is commercial and is in all the big places. They have offices, retail and residential. He feels the Brookfield management is a smart bunch of people that have done very well. Have lots of money and have lots of ammunition to go off and do things. Dividend yield of 4.53%.

Price:
$28.480
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

(A Top Pick Nov 11/14. Up 6.47%.) The stock is fighting to get above its old highs. If it can clear $15.50-$15.70, we have blue sky and it is on its way. This is aerospace, so you key off Honeywell (HON-N) which made a 52 week high last week.

Price:
$15.240
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-05-22 TOP PICK Com-Dev-International-Ltd.
CDV-T
Bill Carrigan

Likes the technology space and thinks this is an overlooked stock. Chart shows the area of resistance at around $4.30 which broke up through this in April. This is a good story.

Price:
$4.880
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 20,971 entries
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