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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-18 TOP PICK Bard-C-R-Inc.
BCR-N
Barry Schwartz

This hit his screen.  There is no real volume, however.  Single use medical products.  80-85% of revenues are high margin and annuity like.  Ripe for the picking by a JNJ or Abbot Labs. There are not a lot of opportunities for them to grow.  Buying back a ton of stock, but not raising dividends.

Price:
$146.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Nick Majendie

(Top Pick Sep 16/13, Up 22.34%) It is selling at quite a discount from its IFRS value.  Thinks they will soon get much more Canadian and US analyst coverage.  Thinks it is a good purchase.  Excellent dividend growth going forward.  They have extremely high quality real estate assets.  Geographically they are diversified.  Ultimately they will be one of the few global ‘go to’ real estate companies.  Expects 7-8% increases in distribution yearly.

Price:
$23.300
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-18 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Barry Schwartz

US financials are being held back by regulation and low interest rates.  Buying back stock, great balance sheet.  Earnings potential well beyond $6 next year.

Price:
$61.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Magna-Int-l.--A-
MG-T
Barry Schwartz

The earnings have doubled or tripled in the last 3 years, so it doesn’t matter that the valuation has done the same.  Generating lots of positive free cash flow.  Opportunities are in emerging markets.  Look at the value, not the price.

Price:
$119.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Transalta-Corp
TA-T
Nick Majendie

Hit lows last week going back to 2000.  They have a new director from ARC Energy.  Having cut the dividend they are executing well in terms of operational efficiency and new projects.  It is selling at the cheapest cash flow multiple in 25 years.

Price:
$12.020
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-18 TOP PICK Teck-Resources-Ltd.--B-
TCK.B-T
Nick Majendie

Coal has been under pressure lately, but he expects it is bottoming.  Don’t look for anything dramatic for a couple of quarters.  Copper is also bottoming out and zinc looks pretty good.  When Fort Hills comes on line you will see an increase in value.

Price:
$23.290
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-17 TOP PICK Abbott-Labs
ABT-N
Brian Acker, CA

His model price is $48.91, a 14% upside. Saw that they are going to spin off another company, the gift that keeps on giving. He loves large-cap drug companies. Yield of 2.02%.

Price:
$43.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 TOP PICK Cisco
CSCO-Q
Brian Acker, CA

His model price is $37.35, a 40% upside. It is right at the bottom of one of EBV +3 one of his levels. Great support. Yield of 3.01%.

Price:
$25.205
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 TOP PICK Covanta-Holding-Corp.
CVA-N
Christine Hughes

A very stable business. A large part of its business is waste energy. They use industrial, commercial and municipal waste and burn it and turn it into energy. It had been hit because of power prices coming down in the US, but those prices are bottoming and are starting to come up. Yield of 4.68%.

Price:
$21.360
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-17 TOP PICK Husky-Energy
HSE-T
Brian Acker, CA

His model price is $48.59, a 46% upside. Pays a nice dividend yield of 3.64%.

Price:
$33.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 TOP PICK Intertape-Polymer-Group
ITP-T
Christine Hughes

Manufactures industrial tape. One of its largest customers is Amazon. Very stable and doesn’t tend to move much. They have already doubled their dividend. When they have their new plant online in Q1, things will be settled and they will be increasing their dividend again.

Price:
$15.600
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-17 TOP PICK Paramount-Resources
POU-T
Christine Hughes

She has been a bull on energy in general since last fall. We’ve had an epic cold winter and an epic cold summer. Energy prices rallied and then checked back this summer because of the cold. Summer is over. They have incredibly strong assets.

Price:
$61.050
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

Thinks the new watch is going to be amazing because he thinks it is going to be part of the whole point of sale transaction. It’s on your body and the biometrics is going to work and will just scan your watch when you walk out of the store. Feels the company is transforming the whole shopping experience. The ApplePay is a really, really big deal and the watch is going to sync with that.

Price:
$100.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Corus-Entertainment--B-
CJR.B-T
Gavin Graham

This is the content part of the Shaw family of companies. Children’s and women’s programming. Stock price hasn’t done a great deal in the last year. Raises its dividend consistently, and has bought a couple of French language channels in a couple of radio stations. It is now the 2nd largest French language producer of content. Trading at around 12X this year’s earnings. Yield of 4.43%.

Price:
$24.610
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Dream-Global-REIT
DRG.UN-T
Gavin Graham

This is a portfolio of German property that it bought from Deutsche Post. It has used the cash it raised to buy good quality office buildings to complement that. A Korean pension plan has bought a half share in 7 of the office buildings for €120 million. Payout ratio of about 91% of adjusted funds from operations. Yield of 8.85%. A good play on the German economy.

Price:
$9.040
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

Thinks that 80% of the world is working off this company’s operating system for mobile and mobile is really the way we are all going. YouTube is a hugely undervalued asset. The fact that they are able, with all that cash, to acquire and invest in developing new technologies, makes it a company that you just have to own. Very reasonable valuations.

Price:
$588.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Intact-Financial
IFC-T
Gavin Graham

One of the largest property/casualty insurers. They consistently make a profit underwriting, so their costs to revenue is consistently below 100%, which is very rare in insurance. Trades at 11.5X earnings. Yield of 2.66%.

Price:
$72.240
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Spartan-Energy-Corp
SPE-T
John O'Connell, CFA

It made its projections of 7000 barrels a day on its most recent quarter, and that is when they were only able to drill 60% of the wells than they were hoping for, because it was so wet. It just shows how conservative and how much they build in problems into their business model. The criticism that they are just buying assets is not a fair accusation. They are clearly skilled operators and skilled at buying companies at reasonable valuations. They have lots of land to grow their business.

Price:
$3.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-15 TOP PICK Archer-Daniels-Midland-Company
ADM-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Agriculture products tend to do well from August all the way through to the end of the year. However, we have seen grain prices get crushed preventing fertilizer stocks from doing well. This is just a food processor so it doesn’t have that fluctuation. On average, it gains about 16% from the beginning of August through to the end of December and has been positive 90% of the time.

Price:
$50.560
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-15 TOP PICK Walt-Disney
DIS-N
John Zechner

(Top Pick Nov 28/13, Up 28.98%) These guys are in the right spot.  It is all about content and delivery in media.  They have done it better than any other company out there for 50 years.  Look at Marvel comics.  Theme parks, gaming, consumer side.  They have the whole package.  You are getting growth, more than a market multiple.  The premier growth stock in North America.  Content, Star Wars, Marvel, ESPN.  Buy it and put it away.

Price:
$90.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 TOP PICK iShares-Dow-Jones-Transport-ETF
IYT-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. This tracks transportation in the US. If it becomes oversold in the next few weeks, that would be an opportunity to Buy. Seasonal strength for transportation stocks tends to run from beginning of October through to the beginning of December.

Price:
$152.970
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-15 TOP PICK Manulife-Financial
MFC-T
John Zechner

He added some on in that equity deal last week.  The valuations on life companies are a little better than banks right now.  Standard Life acquisition: he thinks they are underplaying the earnings accretion.  They’ve really turned the corner.

Price:
$22.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 TOP PICK Telus-Corp
T-T
John Zechner

Defensive stock.  The bad news is all in the telecom sector already.  They have done exceptionally well in wireless.  They are going to use their free cash flow in areas like content and dividends.  Very little downside in the stock and some growth going forward.

Price:
$39.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 TOP PICK SPDR-Technology-ETF
XLK-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Technology has a period of seasonal strength from about the beginning of October all the way through to January. This is a run up through to the Consumer Electronic Show in Las Vegas, as well as Christmas buying. A good early read would be when Oracle (ORCL-N) comes out with earnings this Thursday, and if there is outperforming reaction that would be an opportune time to get in early.

Price:
$39.980
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-12 TOP PICK easyhome
EH-T
James Telfser

Really likes the growth on the finance side. The leasing business has been a stable business for a while. Got new financing for about $200 million a few months ago, which they can start to lend out. In this business, the bigger you are, the better your margins and the cheaper your financing. This is all positive leverage for them. Stock has been weak which he thinks is due to profit taking, but the valuation is still absolutely compelling. Thinks there is good multiple expansion here as they prove they can get all those loans out there.

Price:
$23.530
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Firstservice-Corp
FSV-T
James Telfser

Property management. The beauty of the business is that it is an essential service. Have been growing by acquisition globally. The organic growth has been outstanding as well. There is also the residential business where they are getting more and more scale. When you have scale in this business, you can get everything you need for less.

Price:
$60.780
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Manulife-Financial
MFC-T
Bruce Campbell (1)

Thinks that inevitably higher rates are coming in. This is a nice combination. Just raised the dividend. Good earnings growth. Also, if rates go up faster than you think, this will be one of the beneficiaries. The Standard Life acquisition is accretive. Yield of 2.70%. Looking for $25 a year from now.

Price:
$22.240
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-12 TOP PICK Sandvine-Corp.
SVC-T
James Telfser

They’ve had an outstanding run over the last 2 years. Went from disappointing the Street for a while and it took a few quarters to get credibility back. Had 20% year-over-year revenue growth for about 6 quarters in a row. Just announced that revenues are not going to come in as high as they thought, so it looks like it is going to be roughly flat year-over-year revenue growth this quarter. Longer-term, this is undervalued versus its peers. Thinks they will make up those revenues in the coming quarters.

Price:
$3.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Tourmaline-Oil-Corp
TOU-T
Bruce Campbell (1)

Down 15%, so you can buy this at almost an average multiple, which is the 1st time you have been able to do that for years. Great track record and great management team. Thinks production BOE’s per day goes from 120 this year to almost 250 by 2015, a double.

Price:
$50.860
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-12 TOP PICK Western-Forest-Products-Inc.
WEF-T
Bruce Campbell (1)

A US lumber play, offshore Asia as well. Nice mix of lumber and log. Highest dividend in the group at 3.32%. Good free cash flow generator. Have about $150 million in assets on the books that he thinks they will sell. The coming quarter will be a little soft because of forest fires in BC. Thinks things will go very well for the next few quarters.

Price:
$2.460
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-11 TOP PICK Baidu.com
BIDU-Q
Teal Linde

The Google of China.  In two years they figure the Internet economy will be the same size as in the US and they will be as big as Google.

Price:
$220.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Stan Wong

A very dominant producer in the western Canada space. International operations in the North Sea and West Africa. Extremely well managed. Have grown very well through solid management and corporate acquisitions.  Very low cost production at $50 a barrel. Enormous stream of future expected cash flow. $5.5 billion to $6.5 billion. Dividend yield of 1.95%, which should grow by 10% a year over the next few years.

Price:
$45.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Jumei-International-Holding
JMEI-N
Teal Linde

China is downshifting so they rely less on commodity intensive growth and more on consumer consumption.  Mail order and online sales are taking off there.  This is a Speculative Top Pick.   They are the number one online retailer of cosmetic products in China.  They are the one with the most reliable supply or products.

Price:
$27.530
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Mondelez-International
MDLZ-Q
Stan Wong

One of the world’s largest snack companies. $34 billion in US global net revenues. 40% of its sales come from the high growth developing markets. Trading at 19X forward PE. 15% long term growth. That’s a 1.3X PEG ratio, a big discount to its peer group. Dividend yield of 1.68%.

Price:
$35.750
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Micron-Technology
MU-Q
Stan Wong

This is all about memory and that particular space is firming up quite a bit. Demand is rising for memory. Flash memory, but more particularly the D-RAM memory. People want new phones and that is going to continue. Trading at a pretty deep discount to its group at 9X forward PE, versus the group at 17X. Thinks the stock will grow at 15%.

Price:
$32.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Priceline.com-Inc.
PCLN-Q
Teal Linde

Booking.com is one of their divisions.  600,000 booking per night around the world.  Growing at 26% and trading at 23 times earnings.  A virally expanding company.

Price:
$1176.850
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK BTB-Real-Estate-Investment-Trust
BTB.UN-T
Paul Gardner, CFA

Western Quebec and Eastern Ontario.  Now they have a payout ratio below 100%.  They own a mix of industrial and retail assets that are decent.  Energy costs are low in Quebec so he sees a migration there for light industrial.

Price:
$4.940
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Alex Ruus

Launched Solvaldi, a new drug, at the beginning of the year. This basically helps cure hepatitis. The best drug to come to the market in history. Looks like this is going to be the most successful drug launched, in the history of the industry. Will likely Sell over $10 billion in the 1st year. Street has underestimated the earnings impact. Generating a lot of free cash flow. Only trading at 11X earnings.

Price:
$108.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Neptune-Tech--and--Bioresource
NTB-T
Alex Ruus

This is going to be one of the leaders of tomorrow. Probably one of the most exciting opportunities in the market today. They provide fossil lipids, primarily out of Antarctic krill, which has a great affect on your cardiovascular system. Very beneficial for cholesterol and triglycerides. In the next 3 weeks, their subsidiary Acasti Pharma, will be reporting a pivotal phase 2 trial, which he thinks will catalyze the stock and drive both companies up a lot in the market. A multi-bagger potential.

Price:
$2.170
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Quebecor-Inc--B-
QBR.B-T
Paul Gardner, CFA

Videotron 7.125% Jan 15, 2020 Bond.  Credit metrics of an investment grade bond.  They are the cable providers of Quebec.  They have to push their profits up to QBR.B-T, but in the case of any insolvency of QBR, Videotron is made whole.  The biggest risk is that they would be the 4th big player out there.

Price:
$28.460
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Tricon-Capital-Group
TCN-T
Paul Gardner, CFA

(Top Pick Aug 07’13, Up 21.95%) This is a play on US housing recovery.  20-25% discount to NAV.  A proxy for the US home recovery, which is now in growth mode.  Their lending costs are going to drop.

Price:
$7.670
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Wellpont-Health-Networks
WLP-N
Alex Ruus

Largest US health insurer. A really well positioned company longer term. Health insurers are a part of the solution to controlling health costs because of the nature of the market. You have buyers going to suppliers and generally don’t have the information that they need. This company acts as a middle man to help get the best prices. Trading at a cheap valuation of 12X next year’s earnings. Almost 2% in dividend, which is increased every year.

Price:
$119.800
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-09 TOP PICK Archer-Daniels-Midland-Company
ADM-N
David Burrows

This is a beneficiary of the huge crop in corn and wheat. Prices for the product are very weak, but all they do is process, so it just comes down to volume for them. They came off 2 years where there was drought in the US and their earnings were depressed. They have become very efficient to deal with that. Now they have a bumper crop and are likely to have much higher volumes. Generates cash flow yield of almost 8%. Very shareholder friendly. Have grown their dividend 15% a year over the last 4 years. That is likely to continue. Yield of 1.9%.

Price:
$50.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Emerson-Electric
EMR-N
Christine Poole

Very high quality, global, industrial company. A great way to play the increasing industrial manufacturing activity in the US and the rising CapX, as well as improving globally. They automate, regulate, monitor and measure manufacturing processes and power generation. Also, big manufacturers of compressors. Dividend yield of 2.64%.

Price:
$65.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-09 TOP PICK Home-Depot
HD-N
David Burrows

This is a consumer story. The consumer is in great shape. They haven’t spent money on their homes in a long time. This company got stronger through the downturn and came out the other side in a very dominant position. Their financial metrics have been getting better. They have a great counter to the Internet trend in retail, because you have to go into a store to buy lumber and get advice. Incredibly shareholder friendly. Have been buying back an enormous amount of stock. Have increased their dividend by about 15% a year in the last 5 years. Dividend yield of 2.1%.

Price:
$88.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Manulife-Financial
MFC-T
Christine Poole

Started getting interested when it looked like the earnings were becoming less volatile and management was able to focus on their core earnings. She wanted to see BV growth, which would translate to a higher ROE. The stock price has lagged the Canadian banks and Sun Life (SLF-T). Likes their exposure to Asia, which is 30% of their earnings. Thinks this is a higher growth region in this market. Increased their dividend by 19% last quarter, which sent a strong signal that management was very comfortable with the sustainability of their earnings going forward. Liked the acquisition of Standard Life. Yield of 2.82%.

Price:
$22.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-09 TOP PICK Tesoro-Petroleum-Corp
TSO-N
David Burrows

An independent petroleum refiner. It is a very interesting dynamic in the refining industry in the US. There is all this oil and gas that needs to be refined and used. You cannot ship crude out of the US, but you can ship refined product. They have a low cost base for their product and are able to sell some product outside of the US. They are a beneficiary of low inflation and low cost pressure. They should be able to grow their earnings very nicely. Dividend yield of 1.83%.

Price:
$64.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Yum--Brands
YUM-N
Christine Poole

Had some issues which affected the traffic temporarily, but it did recover. Indicated their traffic is going to be down but is improving. This creates opportunities to Buy. China’s consuming middle-class of 300 million people is going to grow to 600 million by 2020. Also, focusing on growing in India. Casual dining is very low in these areas. Yield of 2.05%.

Price:
$72.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-08 TOP PICK Bank-Of-Montreal--Preferred-
BMO.PR.T-T
Randy LeClair

BMO Floating Rate Preferred Share Series 17 (BMO.PR.R-T) This is more of a defensive play. It can be Called at any time at $25. This came with the reset spread of 165, so you are getting a T-bill rate, which is around 1%, +165 basis points, 265 for basically a money market piece of paper. If rates go up, you are going to get more money.

Price:
$25.500
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Enbridge-Inc
ENB.PF.C-T
Randy LeClair

Enbridge Inc. 4.40% Series 11 (ENB.PF.C-T) This company has quite a few issues outstanding. They started issuing a little bit higher rate and this one is fairly new. This is a top rated energy oil/gas pipeline company. It will possibly go to Reset in 2019. You are getting some protection at a 264 basis points over the Canada or the floating-rate. 

Price:
$25.110
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Great-West-Lifeco
GWO.PR.S-T
Randy LeClair

Great West Lifeco 5.25% Series S (GWO.PR.S-T) This was a recent issue. 5.25% from a good solid insurance company. Currently it is trading slightly over par. The $26 Call starts in 2019, and then goes all the way down to 2023. At $25 it could be redeemed by the company.

Price:
$25.320
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Kelt-Exploration
KEL-T
Robert Lauzon

Top tier management team.  Very strong production and cash flow growth back loaded to the end of the year. 

Price:
$12.980
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-08 TOP PICK -Leucrotta-Exploration-Inc.
LXE-X
Robert Lauzon

Markets are fixated on their location.  He feels this one is mispriced.

Price:
$2.120
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-08 TOP PICK Mapan-Energy-Ltd
MPG-X
Robert Lauzon

Shell Canada sold natural gas assets to Maplin Energy.  Done through PI-X.  This stock will turn into Maplin.  It is a natural gas story with no debt.  Deep basin.  Good management team.  It is a start up, a new story.  Smaller market cap, no dividend.  It trades at half the valuation of comparables.  Once the market understands it, it should do quite well.

Price:
$0.175
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-05 TOP PICK Pure-Industrial-Real-Estatetrust-Trust
AAR.UN-T
Derek Warren

It just looks even cheaper now as the fundamentals look very strong.  FedEx centers across the US.  Does not think there is a lot of risk of diluting through share issue.

Price:
$4.600
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-05 TOP PICK BHP-Billiton-Ltd.
BHP-N
Norman Levine

They are spinning out some assets.  Shareholders will probably get them as a dividend.  He likes what will be left in it and he will sell the spin out and keep the core company.

Price:
$66.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK BankUnited--Inc
BKU-N
Norman Levine

Florida based commercial bank.  It is over capitalized right now.  Second biggest deposit taker in the state of Florida.  Great real estate market.  What US banks need is for interest rates to go up.

Price:
$31.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK Granite-REIT
GRT.UN-T
Derek Warren

Large company with a lot of potential because its debt is very low and they have a lot of cash on the balance sheet.  A lot of exposure to the auto industry, but they are expanding out of that.  5.37% yield, responsible management, safe growth.  No equity dilution risk.

Price:
$41.050
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-05 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

He was not worried about the scandal which was caused by employees that are gone from the company.  They cleaned up the ethics of the company, lost no business and then gained more.  They are monetizing non-strategic assets and are growing the company.

Price:
$55.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK WPT-Industrial-REIT
WIR.U-T
Derek Warren

Industrial centers in the US.  Amazon, shipping, conglomerates.  Tied to the economy.  Trades below the value of their buildings.  7.02% yield.  You have to wait for the value to be appreciated.

Price:
$10.100
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-04 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Douglas Kee

6.41% sustainable dividend yield. Payout ratio of 140% which is expected to drop to 105% next year, so he feels the dividend is safe. Growth is through acquisitions, but just as importantly, they grow through increasing production. They buy a lot of raw land and explore it.

Price:
$43.090
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK Fortis-Inc.
FTS-T
Douglas Kee

Has grown its dividend at about 4% a year for the last 5 years. Dividend yield of 3.74%. Made a $4.2 billion US acquisition in Arizona. When they make acquisitions, it takes a long time for the deals to close. This one took a year. Their model is that as soon as they announce an acquisition, they raise the equity for it. Spent about $900 million on an expansion on a dam in BC, so there will be a double-digit jump in earnings in 2015. Also, expects their dividends in the next couple of years to grow at a faster rate.

Price:
$34.180
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK Perpetual-Energy
PMT-T
Joey Mack

Bond 8.75% Mar 15/18.  Stay short, buy credit and select high quality names.  This is one of them.  There is a great story behind this one.  Just under 8% yield for a 3.5% piece of paper.  It is a speculative pick in the bond market.  You have to go through a broker.  They are unsecured notes.

Price:
$1.960
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK Royal-Bank
RY-T
Joey Mack

Series AJ Preferred resets.  3%.  Thinks it will be called in 2019 and not reset again.  It no longer counts toward tier 1 capital. 

Price:
$81.110
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
No
2014-09-04 TOP PICK Sunlife-Financial
SLF-T
Douglas Kee

He is warming up to life companies. They will do well. Domestic insurance business is starting to grow again. He feels this company is the best at that business. They have the highest percentage in the wealth management side.

Price:
$41.360
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK 5N-Plus
VNP-T
Joey Mack

5.75% June 30/19.  Rare earths and metals.  Short term (5 years).  A little over 6% yield now. 

Price:
$3.460
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-09-03 TOP PICK Calfrac-Well-Services-Ltd
CFW-T
Philippe Capelle

One of the premier pressure pumpers in North America. Balanced in the US and Canada. Also, have assets in Argentina and a little bit in Russia. Right now you are seeing better utilization rates. There is some pricing power as well. Bringing on new capacity over the next 12 months. Earnings potential is tremendous. He sees 20%-40% growth in earnings going into next year. Dividend yield of 2.51%.

Price:
$20.200
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-09-03 TOP PICK Eldorado-Gold
ELD-T
Philippe Capelle

Probably the lowest cost producer in the big cap space that he covers. Basically no debt at this time, because they were not getting permits. They are getting close to getting some of those permits, but have the liberty of holding back if gold prices are too low. They should be obtaining permits in China over the next 6-12 months for their Eastern Dragon mine, which should eventually lead to listing the Chinese assets to Hong Kong or selling part of the assets. A great catalyst beyond the gold price. Yield of 0.23%.

Price:
$8.600
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-09-03 TOP PICK Home-Depot
HD-N
Jim Huang

Stock was hit because of a credit card breach. They just had a record quarter. Had benefited from the US housing cycle. Improving their margins and coming out with new products. They return cash to shareholders and are doing everything correct. Multiples are not low, but still reasonable given their growth. As long as they do everything diligently in protecting customers’ data, they will get through this. The drop in the stock price is a buying opportunity.

Price:
$89.000
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-03 TOP PICK Precision-Drilling
PD-T
Philippe Capelle

(A Top Pick Sept 12/13. Up 28.49%.) This is absolutely a “go to” play. There is plenty of room to grow. They’ve won a number of contracts. Pricing and utilization have been moving up. Notwithstanding the volatility in the price of gas and oil, they have been getting market share in the US and in key plays. Taking market share from US competition and smaller players. Yield of 1.78%.

Price:
$13.270
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-09-03 TOP PICK Sherritt-International-Corp.
S-T
Jim Huang

Has been a chronic underperformer for many reasons. They are in nickel, which is the right place to be for the next 6 months and probably for the next 2 years. Indonesia banned the export of nickel 100% from the beginning of this year. Also, the Philippines are talking about banning it. That takes about 40% of the supply out of the market. He expects nickel prices to maintain and even grow higher from here. The most leveraged, pure play you can find is this company.

Price:
$4.260
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-03 TOP PICK Tricon-Capital-Group
TCN-T
Jim Huang

(A Top Pick Dec 2/13. Up 6.55%.) Had hoped the return would have been better, but there was a temporary setback in the US since late December, which resulted in lower home sales and new home construction. Probably weather related. They continue to do the right thing by building their asset base and buying more homes. Still thinks there is a lot of upside.

Price:
$7.850
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-02 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

This is global, so there is very little exposure to Canada. We are in a situation right now where farmland is being eaten up by urbanization. Global population is at 2.2 billion. (Our viewer Jonathan has come to our rescue again. This should be 7.2 billion.) Climate change is probably doing more to destroy farmland than it is to create new farmland. Because of all this, prices have to go up. Considers this tangible product as an inflation hedge.

Price:
$30.130
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 TOP PICK Vanguard-Large-Cap-ETF
VV-N
John Hood

(A Top Pick Aug 30/13. Up 25.14%.) Has about 640 different equities. Very cheap. He is not buying now, but will be buying again.

Price:
$92.300
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-09-02 TOP PICK Vanguard-FTSE-All-World-ex-Canada
VXC-T
John DeGoey

Canada is 1/25th of the entire world market and this ETF gives you access to the rest of the world. This is the sort of product that he likes and that he will use. Most people have just too much money in Canada.

Price:
$25.830
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 TOP PICK iShares-S-and-P-TSX-Equity-Income
XEI-T
John Hood

Yielding just over 4%. The fees are reasonable.

Price:
$24.030
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-09-02 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T
John DeGoey

He likes infrastructure plays. He considers this to be a tangible product in that it is an inflation hedge. It is difficult in a non-inflationary environment to find hard assets that are doing well. Infrastructure and agriculture are the two obvious exceptions.

Price:
$31.520
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 TOP PICK BMO-US-High-Dividend-C.-C.-ETF
ZWH-T
John Hood

High dividend companies in the US, but also has a Covered Call on it. This is getting a yield of roughly 6% of dividends and capital gains. Because this is US dividends, it will be treated as income, but you’ve got the capital gains overlay from the options. This is for people who on one hand want to be a little bit more conservative, but also because it is an income generator.

Price:
$15.990
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-29 TOP PICK Delphi-Energy-Corp.
DEE-T
Robert McWhirter

Oil/gas. They are using technology to dramatically improve production. They typically use water fracing, but are now using slick water fracing, which claims 5X more water and 2X more sand into the same size hole. That creates larger cracks giving 3X the amount of production. Payback is less than a year. Trades at a premium of 41% this year and 27% next year. However, looking at what analysts are forecasting for their growth, it is 77% growth in cash flow this year, 4X faster than a typical oil/gas company and 2X faster in 2015.

Price:
$4.530
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Onex-Corp
OCX-T
Jennifer Radman

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.

Price:
$63.310
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 TOP PICK Parkland-Fuel-Corp
PKI-T
Jennifer Radman

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also, with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.

Price:
$20.670
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 TOP PICK Prometic-Life-Sciences-Inc.
PLI-T
Robert McWhirter

Have an interesting drug PBI450. They basically do proprietary filtering. Could climb 80% in the next 12 months.

Price:
$1.480
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Questor-technology
QST-X
Robert McWhirter

Incinerators. There is an advantage from an environmental as well as a legislative viewpoint. Earnings were up 58%, and the cash flow was up 112%. Earnings are expected to grow really well. Thinks it will do really well over the coming 12 months.

Price:
$4.320
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Varian-Medical-Systems
VAR-N
Jennifer Radman

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.

Price:
$85.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK BB-and-T-Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.

Price:
$37.180
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK BP-PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.

Price:
$47.920
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Littelfuse-Inc.
LFUS-Q
Don Lato

This company makes circuit breakers. Not his cheapest in his portfolio at 18-19 times earnings. They serve the automotive and consumer electronics industry. Cars have more and more electronic components and consumers are buying more and more electronics. Yield of 1.09%.

Price:
$91.980
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

Had a little bit of a selloff in the last 6 weeks or so and is down about 10% from its highs. Part of that he thinks is related to the fact that they have called in their convertible debenture. Trading at about 4X cash flow. A Colombian oil/gas play. Had extremely great success in growing their production. Exited 2013 with under 16,000 barrels a day and that number will be 27,000 this year.

Price:
$13.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Unilever-PLC
UL-N
Darren Sissons

Outside North America this is what you grow up on.  Emerging markets have slowed and developed markets have recovered.  This is a dividend increasing story.  They buy back shares as well.  3.7% dividend.

Price:
$43.880
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Walgreen-Co
WAG-N
Don Lato

They decided not to go with the tax inversion and this is now a buying opportunity. Trading at about 16.5X next year’s August earnings. Great franchise with room to grow; particularly now with Alliance that is going to join the fold this fall. Their buying power is going to be enormous. Yield of 2.23%. $71 is very easily attainable.

Price:
$60.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-27 TOP PICK Fortis-Inc.
FTS-T
Hap (Robert) Sneddon FCSI

(A Top Pick Sept 18/13. Up 12.23%.) He expects it will come back to the $32.75 range and test a breakout. Really good dividend and an excellent balance sheet. 90% of its business is regulated. He has a $40 target on this one.

Price:
$33.310
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Guestlogix
GXI-T
Bruce Campbell (2)

In the business basically of payment processing. Have a large market share of most of the North American airlines and globally. Every time you use your credit card to buy something on the airlines, they get a tiny piece. Have had 6 quarters in a row of record revenue. They are starting to see the EBITDA drop to the bottom line and we will start to see earnings drop to the bottom line. Street is getting a little uneasy and wants things to happen a little faster. We are going to see a blowout quarter either this quarter or next; it is just a matter of when. This is going to get a valuation bump.

Price:
$1.190
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pine-Cliff-Energy
PNE-X
Bruce Campbell (2)

This company buys assets that are out of favour. Made a number of inexpensive acquisitions in just the last little while and they have been cash flow positive. Their producing properties have a very low decline rate with strong cash flow. Did two big acquisitions in the last 3 months and their pipeline is busier than ever. Strong balance sheet with a strong cash flow to pay down debt.

Price:
$2.010
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pembina-Pipeline-Corp
PPL-T
Hap (Robert) Sneddon FCSI

Reported earnings recently and beat the average consensus by 10%. It is in the right space of energy infrastructure. A quasi-utility. Expecting distributions to rise through 2015. Have $5 billion in secured growth and another $2 million that is expected. Dividend yield of 3.51%.

Price:
$49.610
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Petrowest-Corp
PRW-T
Bruce Campbell (2)

This is really in the hub of the whole LNG oil service, and also the Site C dam project in BC. Management has advised that if they have a part of the Site C project, it would double their business. They provide construction services to the oil patch and have the largest fleet of Yellow Iron, large Caterpillar trucks, graders, etc. Pretty much at full capacity right now and have just made a couple of more acquisitions in the last week. Did a capital raise that was in such demand that it was 2X oversubscribed. Q2 results were slightly ahead of expectations and Q3 should blowout the quarter.

Price:
$1.290
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Hap (Robert) Sneddon FCSI

When you are concerned about the big differences between the best people that can execute or a wildcard coming out of the blue, you’re better off buying a basket. Chart is showing higher lows. Chart indicates that there could be a little bit of downside. Looking for a bit of resistance above $13.40, but if it gets above that, he would be inclined to add to that significantly.

Price:
$12.300
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK AgJunction-Inc
AJX-T
Benj Gallander

(A Top Pick Aug 12/13. Down 27.27%.) Not dealing well with the slowdown in the agricultural sector. Revenues went down to 37% over the past year. New management has been very transparent. His Initial Sell Target is $3.49. Even with the drop in revenues, they only lost about $600,000 because they cut a lot of workers from about 270 to 170. They are very, very diligent on expenses.

Price:
$0.730
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Capstone-Infrastructure
CSE-T
Benj Gallander

Bought this because he thought they would come to an agreement with the Ontario power Authority for their Cardinal cogeneration plant. They got a 20 year agreement, but he still doesn’t know how good it is. It is going to hinder their cash flow. Payout ratio is about 60%, and because of the cash flow drop, it could go over 100%. Increasing things in their Bristol water plant in the UK which is developing well. Management is becoming smarter over time. There are companies being taken over in this field right now and infrastructure is reasonably hot. Initial Sell Target is $8.74. Dividend yield of 6.77%.

Price:
$4.440
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Cenovus-Energy
CVE-T
Michael Sprung

We are going to see them going from about 270,000 barrels a day to over 300,000 in the next couple of years. They have a target of over 500,000 in 2020-2021. The growth profile is never guaranteed, but they have already identified projects where this could come to light. They have not really participated with the other oil companies in the energy boom. He sees earnings going well over $2-$2.20 in the next year or two. Yield of 3.13%.

Price:
$34.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK Fortis-Inc.
FTS-T
Michael Sprung

They completed the acquisition of UTS in the US ahead of schedule. This is a real company changing acquisition. Has increased the size of the company. Feels that people are not really seeing how substantial this is going to be over the next couple of years. Expects earnings to go through the $2 level for the next few years. Dividend yield of 3.86%.

Price:
$33.180
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK Harmony-Gold-Mining-Co-Ltd
HMY-N
Benj Gallander

Based in South Africa where there are a lot of problems. There is a union that is very, very difficult, and which is looking at targeting the gold sector. This company has had a few deaths at their mines, which does not bode well. Also, gold prices have certainly hurt them. He really likes the management, which is very conservative. Eliminated the dividend, but when things get better, the dividend will get back in place. Recently showed a loss because they took a write-down on one mine. There would have been a slight profit if they had not done that. This pick is very contrarian from both a geographic perspective and the price of gold. His Initial Sell Target is $16.14.

Price:
$2.960
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Stuart-Olson-Inc
SOX-T
Michael Sprung

A number of years ago they acquired a company that had a number of fixed price contracts that really went over budget and punished the company. Those are finally being worked through and are now sitting with a record backlog. As that backlog develops, he expects the margins are going to go up. Thinks we can see significant appreciation on this. Dividend yield of 4.71%.

Price:
$10.200
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-25 TOP PICK CASH
CASH
Eric Nuttall

September usually offers opportunities.  He is in 32% cash.

Price:
$0.010
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2014-08-25 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Peter Brieger

(A Top Pick Aug 27/13. Up 24.72%.) 6.2% dividend yield. Have continuously bought land, which is highly prospective. Essentially, the recovery rate for the Bakken type wells that they drill is 15%-20%. 20%-30% for a normal conventional well. There are 750 wells that they think they can use their water flood and production liner techniques to enhance the recovery and get it up to 20%, maybe higher. They have an inventory of 7650 wells going forward, to which they can apply these techniques. $53 would be a reasonable estimate. Yield of 6.17%.

Price:
$44.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Precision-Drilling
PD-T
Peter Brieger

Largest driller in Western Canada and 4th largest onshore driller in the US. It is expanding beyond those borders. On a macro basis, he likes the energy field, and because of the outlook for global growth we will see more drilling and more activity in the various oil areas. Recently did a deal with Schlumberger (SLB-N) where they will use their technical expertise and marketing assistance to reach a broader list of customers in the US. He sees a 40%-50% gain at least, over the next year or so. Yields of 1.84%.

Price:
$13.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Panterra-Resource
PRC-X
Eric Nuttall

It is a very new company   It is a high risk name.  One of the few remaining management teams experienced in the foot hills of Alberta.  Not a lot of predictions of production forecasts.  They are just waiting on drilling permits over the next three months.  Expects them to do more deals.  Give them the next year.

Price:
$0.330
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2014-08-25 TOP PICK Royal-Bank
RY-T
Peter Brieger

Likes the earnings report that they came out with last Friday. A global leader. They’ve laid out a game plan where 50% of the business should be domestic and 50% should be global. Also, 50% should be in wealth management and 50% in other traditional banking areas. That sets a model for other banks. Yield of 3.7%.

Price:
$80.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Tourmaline-Oil-Corp
TOU-T
Eric Nuttall

(Top Pick Aug 19/13, Up 34.01%) One of his largest holdings.  They have a huge amount of acreage and the well results keep getting better and better and better.  Great management teams can identify great acreage.  Confident they will formalize a 20 rig program for next year.  Huge inside ownership.  Coming catalysts.

Price:
$54.100
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2014-08-22 TOP PICK Cardinal-Energy-Ltd
CJ-T
Jeff Young

Medium to heavy oil. This is a smaller and newer company, but one that is set up very well for the dividend plus growth model. Have no debt, which is unique for an oil/gas company. They focus on very, very low decline rate oil properties. Thinks their decline rate is around 13%, whereas the majority of the dividend oil/gas players is around 25%-30%. Having no debt makes them much more able to go through a downturn. Yield of 4.33%.

Price:
$19.420
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-08-22 TOP PICK 1stTr-ISE-Natural-Gas-E.T.F.
FCG-N
Don Vialoux

The price of Nat Gas has been flat the last 8 weeks.  A break above $4.02 would complete the pattern.  Until the third week in December the price goes higher for Nat Gas stocks.  This is an ETF of gassy stocks.  We aren`t at the end of August yet, but we are awfully close.

Price:
$20.380
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2014-08-22 TOP PICK Manulife-Financial
MFC-T
Jeff Young

In terms of valuation versus growth prospects, he feels this is a better option over Sun Life (SLF-T). It’s a very encouraging sign that they have raised their dividend. This means they are comfortable with their business outlook and their capital position. Yield of 2.79%.

Price:
$22.190
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-08-22 TOP PICK Peyto-Exploration--and--Develop.
PEY-T
Jeff Young

Very high quality company and basically the low cost producer in Western Canada. There has been a little check back in the price of gas, which we don’t normally get. This is one you typically buy on pullbacks. Good dividend per share growth. All their lines are very concentrated and they own the infrastructure along with the land, so they have the ability to participate in the upside, but it takes longer for natural gas to work out. A low cost producer so can survive the downturns. Could see this at $45 with stronger gas prices in the winter.

Price:
$37.050
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-08-22 TOP PICK Global-X-Fertilizers-ETF
SOIL-N
Don Vialoux

Not doing well until now, but forming a base.  Grain prices are showing signs of bottoming.  Ag stocks are also showing signs of bottoming.  Around this time of year they go up sharply.  Keep an eye on it and get out when it`s done.

Price:
$11.650
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2014-08-22 TOP PICK Global-X-Uranium-ETF
URA-N
Don Vialoux

Special for retail investors.  Around this time of year it will start to outperform the market.  Technicals are just starting to show a positive trend.  Own between now and the end of the year.  Look for something else in January.  Price of Uranium popped about two weeks ago.  This is getting set up for a good trade.

Price:
$14.930
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2014-08-21 TOP PICK Algoma-Central-Corp.
ALC-T
Michael Smedley

Greatest tanker fleet and in shipping of all the commodities.  A good dividend.  It has downtime in the winter.  They might get to a higher level shortly due to a partial fleet modernization.

Price:
$16.000
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK BlackBerry
BB-T
Michael Smedley

Speculative.  The stock has held relatively well.  He is particularly fascinated by Mr. Chen.  He goes in directions that will work.  They still possess certain supremacy in the area of security.  The consumer space is lost.  BB has moved on now.  Losses are falling.  It now just seems to make sense.

Price:
$10.780
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Guardian-Capital-Group
GCG.A-T
Stephen Takacsy, B. Eng, MBA

Has tremendous upside.  A lot of value.  One of the largest publicly traded money managers in Canada.  Huge holding of BMO shares worth $16 and company trades just about $17. 

Price:
$18.260
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
No
2014-08-21 TOP PICK Neulion
NLN-T
Stephen Takacsy, B. Eng, MBA

NFL is a big customer.  Agreements with all the big sports events.  They have the market locked up.

Price:
$1.060
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Neulion
NLN-T
Michael Smedley

They are very impressive.  They are going onward and upward.  They did the world soccer.

Price:
$1.060
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Asian-Television-Network-International
SAT-X
Stephen Takacsy, B. Eng, MBA

Down 24% in the last year.  It got way ahead of itself.  He has been accumulating shares and is the second biggest shareholder.  Now in the low $2s it is attractive.  4% dividend. 

Price:
$2.630
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 120 of 19,972 entries
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