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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-05 TOP PICK CVS-Health
CVS-N
Hap (Robert) Sneddon FCSI

This sort of straddles the world between his 2 favourite areas, consumer staples and healthcare. Trading at 20X estimated earnings at nearly an all-time high. The chart looks like it is going higher. If you are uncomfortable, step into it with perhaps a third or half position.

Price:
$103.360
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-03-05 TOP PICK iShares-Xinhua-China-25-ETF
FXI-N
Hap (Robert) Sneddon FCSI

The Chinese market is up 58% this year, but down 45% from its peak in 2007. They have some really favourable tailwinds right now having a really accommodative central bank and the growing middle class.

Price:
$41.700
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-03-05 TOP PICK Johnson--and--Johnson
JNJ-N
Brian Acker, CA

We had a nice pullback since December.  It has been rumoured they are going to make a major acquisition in the cancer or biotech space.  It has a 20% upside with a model price of $21.72, and a 3% dividend.

Price:
$102.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-03-05 TOP PICK McDonalds
MCD-N
Brian Acker, CA

This one has had some struggles.  A new CEO coming is in.  It has a 3.4% dividend.  It is the largest real estate holder in the world, which few people realize.

Price:
$99.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-03-05 TOP PICK Oracle
ORCL-N
Brian Acker, CA

It is growing nicely at EBV +5, and will be $53 this time next year.  His model is $64, or a 46% upside.  He can sleep can night with this one.

Price:
$43.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-03-05 TOP PICK George-Weston-Ltd.
WN-T
Hap (Robert) Sneddon FCSI

(A Top Pick April 7/14. Up 29.88%.) A really good business. With all the good brands under one roof such as Shoppers, Loblaw’s, Weston’s, it is really a good investment to hold. Has a good war chest. Really good management. He has a target of close to $130 on it.

Price:
$104.220
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-03-04 TOP PICK BHP-Billiton-Ltd.
BHP-N
Bill Harris, CFA

This gives a 5% yield and the stock can go up a couple of dollars a year, giving an 8%-10% rate of return. They also have copper and oil businesses which he thinks can incrementally improve.

Price:
$51.620
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-04 TOP PICK Boralex-Inc.
BLX-T
Bill Harris, CFA

Essentially wind electricity in France and Québec. Has great long-term contracts and is incrementally adding to its business. Yield of about 4%.

Price:
$13.200
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-04 TOP PICK Dalradian-Resources
DNA-T
Brent Cook

Gold deposit in Northern Ireland.  It is veins.  They are not wide, but are solid.  They have a significant resource outlined right now. 

Price:
$1.115
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Mariana-Resources-Ltd.
MARL-LN
Brent Cook

$20 Million market cap.   A month ago they released a drill hole in Turkey.  A few weeks later they released a drill hole 100 meters to the north.  This looks like it might be a significant discovery.  The structure runs for 7 km.  They just raised money and are going to invest it in low probability/high risk projects.  This is the bad news. 

Price:
$0.000
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Mirasol-Resources
MRZ-X
Brent Cook

(Top Pick Mar 4/14, Down 38.51%) They are capable of finding the deposits that we need to find into the future.  They are sitting on about $25 Million in cash.  In a current project surface samples look really good and they have a significant chance of making a major discovery.

Price:
$0.990
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Phoenix-Energy-Services
PHX-T
Bill Harris, CFA

A high quality company that has been beaten up but has low fixed costs and high variable costs, so they can get through this and come out the other side. Directional driller. The problem is with the oil price and efficiencies in drilling on shale, he might like the oil price to come back to $80, but what if it is $65-$70. The one thing he can figure on is that wells are going to get drilled, so you will need drilling at some point.

Price:
$7.060
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 TOP PICK Boardwalk-REIT
BEI.UN-T
Derek Warren

The 10 year average return on this was 17% annualized. Because of its exposure to the oil markets, it has come off and rightly so. However, this is one to watch. As oil weakness reaches a peak, there is an opportunity to buy into the real estate at a discount valuation. Try to get it at around $55-$58 or under $60. Yield of 3.48%.

Price:
$58.700
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 TOP PICK Cardinal-Energy-Ltd
CJ-T
Dennis Da Silva

One of those premier, smaller dividend payers producing around 11,000-12,000 BOE’s a day of medium gravity oil. Very cost-efficient and very efficient in general with their capital. Good margins. About 35% hedged, so they can withstand this downturn into 2016. A good defensive name to own. A little bit pricier compared to its peer group, but that is because of its low cost of capital, high-quality of assets and the ability to generate good margins. Dividend yield of about 6%.

Price:
$14.620
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

Very stable retail name. Wal-Mart (WMT-N) is their largest tenant which continues to expand giving them some expansion growth. This REIT was trading at significant discount to its peers. 99% occupied. Have some very significant developments happening in Vaughn, Ont. which offers some very interesting opportunities. It has pulled back so it is a nice opportunity to get into it. Dividend yield of 5.27%.

Price:
$30.400
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 20,658 entries
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