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

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Recent Top Picks

Date Signal Company Expert Opinion Price
2013-05-22 TOP PICK Cisco
CSCO-Q 		John Wilson

Got into it last summer. Story has played out as he had hoped.  70% market share in core business.  Really well managed company.

 Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK Facebook
FB-Q 		John Wilson

SHORT – Valuation is rich.  More and more data is coming out about young people moving off of face book. 

 Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK CGI-Group--A-
GIB.A-T 		John Wilson

Liked for a while.  Integrating UK acquisitions much better than expected.  They will get a higher multiple.

 Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-21 TOP PICK CASH
CASH 		Joseph Schachter

(Top Pick Feb 12/13, Flat) 20% makes sense.  30% of your oil-weighted portion of your portfolio should be in cash ready for the fall and into the new year.

 Price:
$0.010
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
Yes
2013-05-21 TOP PICK Crescent-Point-Energy-Corp
CPG-T 		Mason Granger

Core holding for him.  Sustainable dividend, low leverage.  Assembled a collection of assets that should offer a huge inventory.  Sustainable dividend.

 Price:
$38.220
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-21 TOP PICK Canyon-Services-Group
FRC-T 		Mason Granger

Forth largest pressure pumper in Canada, newest fleet.  Canadian focused.  Easy story to understand.  Almost 6% dividend. 

 Price:
$11.320
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-21 TOP PICK Long-Run-Exploration
LRE-T 		Joseph Schachter

(Top Pick Dec 5/12, Up 3.10%) Trades very cheaply.  Likes the mix.  They are moving more and more towards liquids and will be at 52% this year. Thinks the stock is very, very cheap and management has really refocused the company.  They have a dominant position.  This company could be a target for acquisition by a larger entity.

 Price:
$4.170
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-05-21 TOP PICK Niko-Resources
NKO-T 		Joseph Schachter

(Past Top Pick Sep 25/12) Had some balance sheet issues but they are gone now.  Trading at a discount to NAV.  The market is not giving any value for exploration.  Thinks it has some very attractive value.  Buy in the low $6 range.

 Price:
$6.200
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-05-21 TOP PICK Surge-Energy-Inc
SGY-T 		Mason Granger

A big shuffle at the top.  Struggled over last 6-9 months.  Problems in the field, missed guidance.  New CEO.  He has a plan to take the company into a premier dividend payer company.

 Price:
$4.890
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-17 TOP PICK Agrium--US-
AGU-N 		Jeff Young

Nice entry point due to planting season concerns, the  "Jana Drama" with the hedge fund and concerns of natural gas going up.   A very good footprint on the retail side. A couple of expansion programs are coming to an end, leaving more cash flow, which will go to share buy backs and dividends.

 Price:
$91.340
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK BHP-Billiton-Ltd-
BHP-N 		Norman Levine

Only based metal stock they own, and this is a long term investment. Has the best balance sheet in the industry. Has a good yield. Main products are iron ore and copper. as well as shale assests.  Have recently announced a cut in their capital expenditures, are building up cash waiting on other mining companies to be bought cheap.

 Price:
$67.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Bank-of-Nova-Scotia
BNS-T 		Norman Levine

He is moving his money outside of Canada and Scotia Bank has a large footprint in Latin America. Likes the prospects of outside of Canada currently.

 Price:
$58.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Canelson-Drilling
CDI-T 		Jeff Young

A small drilling company, with a very strong balance sheet. Have got horizontal drilling rigs, and if things turn up they will benefit.  Efficient operators with high quality top performing rigs.  Prefers the smaller guys as they fly under the radar, and have good relationships with the massive amounts of equipment. Could see $6 to $6.50 depending on what happens in the oil.

 Price:
$5.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Essential-Energy-Services-Ltd-
ESN-T 		Norman Levine

An oil service company, expanded outside of Alberta.  Managment is quite good. Have seventh biggest fleet in the industry. Payout is only 15%. Tried drilling in the Columnian market but cut their losses very quickly there.

 Price:
$2.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Twin-Butte-Energy
TBE-T 		Jeff Young

Will benefit from the reduction in heavy oils. Like Batex only with a smaller price. A long term hold. If oil stays at it's current levels, we could see $3 easily.

 Price:
$2.320
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 17,986 entries
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