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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-01-30 TOP PICK Walt-Disney
DIS-N
Keith Richards

The 3-year chart shows a long, continuous upward trend. It has a high P/E ratio because management knows how to do things right. They are a money making machine. Great chart, great company, great management. Any dip, which we have seen over January, is a buying opportunity.

Price:
$90.960
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-01-30 TOP PICK Hudson-Bay-Co.
HBC-T
Greg Newman

One reason he likes this is the real estate play, but the big reason is that 63% of their business mix comes from the US. He thinks you will benefit from a stronger US consumer and lower oil. They report in Cdn$, so are going to benefit from the US dollar exposure. Have been doing well in Q3 on their top line growth, bottom line growth and margins. Yield of 0.85%.

Price:
$15.250
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2015-01-30 TOP PICK Manulife-Financial
MFC-T
Greg Newman

Expects that in the next 12-24 months we are going to have higher yields, which will be a tailwind for this company. 45% of earnings is coming from the US. Trading below its five-year average. Solid top and bottom-line trends in Asia. Yield of 3.05%.

Price:
$20.380
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2015-01-30 TOP PICK Shaw-Communication--B-
SJR.B-T
Greg Newman

The Cdn$ is probably going to go lower. He thinks a 4th player is going to come in to Canada and going to hurt the Big 3. The money from there is going to have to go somewhere and this company is quite reasonable. They just pulled back from a weaker Q1. Thinks they can grow their EBITDA this year by 5%-7%. Combining out with lower CapX, he sees their free cash flow growing by about 30% through 2017. Also, expects 5% dividend growth. Yield of 4.02%.

Price:
$29.340
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2015-01-30 TOP PICK SPDR-Cons-Discretionary-ETF
XLY-N
Keith Richards

This is a seasonal call. Although he respects the seasonals, he is technical and fundamental. The idea is that you rotate out of the discretionary stocks after the winter, and you go into staples. You then reverse this in the summer. In this case, he waited until December because the staples were the out-performers right up until the end of the year. Then he started to see the staples underperform a bit, so he rolled into the discretionarys late in the year. This is showing the higher highs and higher lows. He thinks this will move until at least April-May.

Price:
$69.990
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-01-30 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
Keith Richards

(A Top Pick Dec 19/14. Down 10.7%.) He bought this because he has traded it before and knows its patterns very well. Had been absolutely sideways in 2014 and then started to break out. He tends to buy on breakouts. This should be strong through until April. Short-term traders could Buy it in here at around $18 mark and possibly sell it at around $22.

Price:
$18.850
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-01-29 TOP PICK Allied-Properties-REIT
AP.UN-T
Ben Cheng

(Top Pick Feb 28/14, Up 24.60%) Has a very disciplined organic growth pattern.  He continues to hold and it is a large position.  This is a well run investment trust.  It is a development, acquisition and urban intensification story.

Price:
$40.370
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

It has come off a fair bit as have a lot of the US banks.  You have a really good chance to get a great company really cheap.

Price:
$15.430
Subject:
NORTH AMERICAN/GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Ben Cheng

This is where all their top managers own their equity in the portfolio.

Price:
$65.180
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 TOP PICK CubeSmart
CUBE-N
Ben Cheng

Very good operators.  They have made acquisitions over the last 5 years and the stock price shows they are good at integrating them in.  The price is not too rich here.

Price:
$25.260
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 TOP PICK Microsoft
MSFT-Q
Paul Harris, CFA

Earnings came out and the stock came down.  Windows 10 is coming out.  3% dividend yield and 15 times earnings after you take out the cash.  The Surface continues to be a big hit for them.  MSFT-Q is the thing you want to own in a difficult environment.  They have no debt.

Price:
$42.010
Subject:
NORTH AMERICAN/GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 TOP PICK Qualcomm
QCOM-Q
Paul Harris, CFA

Earnings the other day were okay, but they warned about the second half of the year.  They had this issue with royalties in China which they have sorted out.  They are in the sweet spot of the cell phone business.  There were little bumps in the road that hurt the share price so this is why you should buy it now.  They are buying back shares and have a nice dividend yield that they will increase.

Price:
$63.690
Subject:
NORTH AMERICAN/GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-01-28 TOP PICK Cisco
CSCO-Q
John O'Connell, CFA

Thinks there is growth here. A rock solid balance sheet. He is a big believer in this internet of things and how more and more devices are going to be connected to the Internet, and this company is the major builder and supplier of a lot of those backbones. Trading at around 14 X next year’s earnings. Yield of 2.70%.

Price:
$26.805
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-28 TOP PICK Fam-REIT
F.UN-T
Fabrice Taylor

All of the REITs took a beating about 1.5 years ago when investor started worrying about higher interest rates. Then they had a bit of controversy about the sale of the management contracts. A lot of investors, institutional especially, bailed out and drove the stock price down. Doesn’t think interest rates are going to go up a lot. This yields 9.29%, and he thinks you will get this plus a little bit of capital gain as people accept this new management team. Balance sheet is very, very conservative. Not a lot of debt. He can see 20% gain in the next year.

Price:
$8.400
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-01-28 TOP PICK Klondex-Mines-Ltd
KDX-T
Fabrice Taylor

A small gold mining company in Nevada. They are cranking out cash even in the poor pricing environment. Now that prices are getting better, he thinks they become a pretty good take over candidate. At this stage in the market, you typically see the bigger guys buying reserves. Even if they don’t get bought out, it is an attractive stock.

Price:
$2.660
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 20,519 entries
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