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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-30 TOP PICK Aecon-Group-Inc
ARE-T
Michael Bowman

They are in three different areas.  Trading a lot less than piers.  He likes the sector. 

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-30 TOP PICK iShares-DJ-Medical-Devices-E.T.F.
IHI-N
Michael Bowman

This is the trend in the marketplace so buy the trend.  People who are aging are going to buy the hips, the knees and get the heart thing done.  All of these companies are expanding into Latin America and china. 

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-30 TOP PICK Precision-Castparts-Corp.
PCP-N
Michael Bowman

Forge and cast products, very complex products.  Likes it because these products are used for jet engines and turbines and in the auto motive and oil and gas sectors.  The company is going to be in demand for their products.  Looking at 17% increase in next year’s earnings.  A classic industrial play.  He is looking for aviation to get better.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-29 TOP PICK Jarden-Corp.
JAH-N
Don Lato

Owns brands like Coleman, Sunbeam, Rawlings Sporting Goods, and even Bicycle playing cards. Great company. Had a good run, but still only trading at about 14.5X next year's earnings. He considers it as almost a hedge on his overweight in the energy area. As you see oil and gasoline prices come down, it puts a lot of money in consumers’ pockets. 16% of their sales for various products goes through Wal-Mart.

Price:
$64.450
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK KKR--and--Co.-LP
KKR-N
John Stephenson

Private equity. A phenomenal company. If you believe that markets are turning healthy and that the correction is behind us, you want to be in this alternative space. Has roughly half of its value on the balance sheet, so there is a lot of security. 30% of their business didn't exist 2 years ago and has yet to start earning meaningful fees. Yield of 8.01%.

Price:
$22.250
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Kohl-s-Corp
KSS-N
John Stephenson

 *SHORT*. They came out about a week ago and guided to lower same-store sales. Also, guided to lower earnings going forward. Thinks the overall department store sector in the US is a very mature sector, not a lot of growth. 50% of their revenue is branded and discounters are eating their lunch. Yield of 2.84%.

Price:
$54.440
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

(A Top Pick Nov 27/13. Up 73.93%.) Down 33% from its highs of just 6 months ago. Dirt cheap last year and still cheap today. Recently sold their Trinidad and Tobago properties to rededicate that money to Colombia. Had 56% production growth over the last year. Even with an oil price of $70, they will cash flow something like $2.50 next year. Trading at a little over 4X earnings. No debt and well-funded.

Price:
$10.670
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Toronto-Dominion
TD-T
Don Lato

Has been underperforming the others a little bit over the last 2 or 3 months. 6% off the high back in the summer. There may be some concerns over the change in leadership, but the new person stepping in has been with the bank for many years. Great exposure in the US. Huge deposit base there, that they will hopefully exploit. The multiple is back in line, if not lower than some of the others. 3.5% yield.

Price:
$54.370
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Westjet-Airlines
WJA-T
John Stephenson

A little more defensive than Air Canada and in better shape with newer planes and no unionization. Not only has there been a pullback in price on the stock, but there has been a pullback in fuel, which is the largest operating cost. On a forward basis, they trade from 4.5% to 7.5% X EBITDAR (the “R” is for plane rentals). Also, it has been oversold. Yield of 1.53%.

Price:
$31.580
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-28 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

With the dislocation of resource stocks in Canada, he believes that names like this are going to see the benefit of outflows from that volatile sector. You also have their move of fresh foods rolling out into some of their stores. Yield of 0.48%.

Price:
$37.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Mike S. Newton, CIM FCSI

Diversified globally and extremely well-managed. This gives you a basket of really strong global assets. They will benefit from pension funds and governments that want to own solid vehicles. Their record of acquisitions has been very conservative. Cash flow continues to increase. Yield of 1.29%.

Price:
$54.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Mike S. Newton, CIM FCSI

Believes this company is reporting tonight. They have the hepatitis C drug, followed by a newer version. The 2nd version is selling like crazy within 95%-99% success rate. Making $25 billion in revenue. Very strong name. This is one that you should pick at. Maybe 1% today, watch the earnings tonight, and then do the other half tomorrow.

Price:
$113.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK United-Parcel-Services
UPS-N
Brooke Thackray

The seasonal period is from October 10th to December 8th. This trade has worked 93% of the time and produced an average return of 8.1% since 2000. You don't want to wait until Christmas to exit; you want to get out before. Right at the peak when the whole delivery system occurs, around December 8th.

Price:
$102.900
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2014-10-28 TOP PICK SPDR-Industrial-E.T.F.
XLI-N
Brooke Thackray

This never really blows away the S&P 500, but it beats it on enough of a basis that it makes sense to do a trade. Typically you would get in now and hold it until at least the end of the year. From October 28th to the end of the year, it is up about 88% of the time, and has produced a 6% average return from 1990 to 2013.

Price:
$54.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-28 TOP PICK SPDR-Retail-ETF
XRT-N
Brooke Thackray

This is a retail ETF. Well diversified by holding approximately 1% in each of the retail companies. This is the time of year when you want to be in retail stocks, because the big event for retail is Black Friday, and you want to be in about a month ahead of time, and you want to Sell at about that time. Last year the retail sector underperformed right after Black Friday.

Price:
$87.400
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 20,138 entries
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