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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-12-18 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

Agricultural commodities and agricultural products are his favourite assets. The thesis is that farmland is being eaten up by urbanization. Global population is now over 7 billion. As farmland goes down and population goes up, it is a supply/demand thing. There are very few hard assets that have such a steady, but consistently positive upward sloping growth chart like this one has.

Price:
$30.950
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-18 TOP PICK iShares-MSCI-ACWI-Low-Carbon-Target
CRBN-N
John DeGoey

This is a global product with a low carbon footprint. (A brand new product.) Exposure to high carbon things can be a real drag on your portfolio performance. It doesn’t exclude carbon products; it just significantly underweight’s them, while getting exposure to the rest of the world.

Price:
$92.550
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-12-18 TOP PICK Walt-Disney
DIS-N
David Burrows

One of the first places people spend money when they have more.  They are opening a new theme park in China.  Their media businesses are doing well.  Strong balance sheet and they are likely to win in a better environment.

Price:
$92.610
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Electronics-Arts-Inc
EA-Q
David Burrows

The consumer has more money in their pockets now.  EA-Q has a broad range of customers from young to old.  They will now spend more money in gaming.  Now more and more sales are being done online so that a retailer is being cut out.  The customers are repeat customers, constantly upgrading their games.  Their business model is changing and their margins are going higher.

Price:
$47.240
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Morgan-Stanley
MS-N
David Burrows

There was a lot of regulation coming out of the recession.  MS-N is moving rapidly towards asset management (55% of revenue).  It is a stable business where they deal with a very high end client.  Thinks their dividend could go up 100-150% over the next year.  Believes investors will be prepared to pay a higher multiple as they recognize that risk levels have come down due to new regulations.

Price:
$38.100
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Vanguard-US-Total-Mkt-Ind-ETF
VUN-T
John DeGoey

(A Top Pick Dec 31/13. Up 22.19%.) He likes the US market probably more than any other market in the world. It gets you out of Canada. It is extremely broad with over 1000 names. There are a lot of small-cap names in it, which generally outperforms large cap stocks.

Price:
$33.500
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-17 TOP PICK Boeing
BA-N
Gordon Reid

Traded down a little on the oil story. This is kind of illogical. The thesis is that with lower oil prices, the drive for new fuel efficient airplanes will be lessened, which doesn’t make a lot of sense to him. It is the competitive landscape that matters. One airline against another as beneficial margins and competitive margins lead to pricing decisions. They have a $375 billion backlog, which is pretty much clear sailing through the end of the decade in terms of their delivery schedule. Thinks you could probably see a mid-teens type long-term growth. Dividend yield of 2.95%.

Price:
$125.060
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Google
GOOGL-Q
David Baskin

A very impressive company. Preeminent in search and preeminent software for mobile devices with their android software. They are the “go to” for advertisers who want to get their message out on any kind of computing device, including mobile devices. You also get what he calls lottery tickets, with the driverless car or whatever they might be developing. This company has almost $100 per share in cash and trading at probably 19X or so 2015 earnings. If you take away the cash, it is trading more like 15X or 16X. Doesn’t pay a dividend but are sitting on $62 billion, which will be burning a hole in their pocket. Feels they are either going to start to pay a dividend or are going to start to buy back shares.

Price:
$506.450
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Hexcel-Corp
HXL-N
Gordon Reid

A derivative play and they are in the structural materials business. They do the carbon fibre material, and two thirds of their business is with Boeing and Airbus. Between the 2 they have over $1 trillion of airplanes that have been ordered and on the block to be assembled. This company makes about $5 million an airplane, and there are thousands and thousands of them that will be produced over the next decade. Trading at a very reasonable multiple and has a good growth rate of around 15% per year. A fine cash flow company with a cash flow of about 7.5% yield.

Price:
$39.910
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Lear-Corp.
LEA-N
Gordon Reid

Primarily automotive seating or interior work. Basically provides to all the major producers around the world. The run rate in North America is around 17 million units. Over 20 million units in Europe and over 21 million in Asia. Trading at a very modest multiple of around 10X earnings and has good growth ahead of it. Dividend yield of 0.87%.

Price:
$0.480
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK National-Bank-of-Canada
NA-T
David Baskin

Tremendously oversold, along with all the other Canadian banks. At today’s closing price, it is paying about a 4.2% yield and trading at around 9.5X of what he expects they will earn in 2015. Sold off because it has been computed that it has the largest exposure to the Canadian oil industry in its wholesale banking of any of the Canadian banks. He doesn’t see many Canadian oil companies going bankrupt in the next little while. Oil companies are cutting their dividends and cutting their CapX, but that doesn’t mean they are not paying their bank loans. This bank probably has less exposure on loans to oilfield workers and mortgages in Alberta, then the other Canadian banks.

Price:
$47.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Suncor-Energy-Inc
SU-T
David Baskin

(A Top Pick Jan 9/14. Down 1.74%.) Had looked pretty good in the summer, but not so good now. When you play with commodities, this is what you have to live with. He likes this over all the other oil companies in Canada because it is vertically integrated. It not only has production, but also has refining and retailing. There are no exploration risks. Yield of 3.14%, which is not only sustainable, but might have room to go up.

Price:
$35.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 TOP PICK Canadian-National-R.R.
CNR-T
Mike S. Newton, CIM FCSI

This is trading off in sympathy with what is happening in oil. This is a great derivative play. What he finds interesting is that crude by rail and fracing sand shipments are about 9% of their business. They do a lot of merchandise, a lot of international intermodal with the best operating margins at about 37%. Yield of 1.31%.

Price:
$76.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-16 TOP PICK Newalta-Corp
NAL-T
Stephen Takacsy, B. Eng, MBA

Oil and Gas.  One of the biggest recyclers of waste in the business.  They clean up tailing ponds.  Very little business is tied to the price of oil.  Stock is really beaten up.  Good short term upside. To the $19s.

Price:
$15.480
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 TOP PICK Park-Lawn-Income-Trust
PLC-X
Stephen Takacsy, B. Eng, MBA

Only publicly traded company in this industry.  40 years capacity in cemeteries.  Great dividend yield.  Great way to play demographics.

Price:
$12.300
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 20,352 entries
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