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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-03 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
2015-03-03 TOP PICK Kelt-Exploration
KEL-T
Dennis Da Silva

Purchased their 50% partner Artek Exploration. Originally targeting a Doig play in Northeast BC, but the last couple of wells were Montney, and really liked what they had done with the wells and some of the economics. Feel they can improve this further and make it one of their better plays. One of his favourite names. Good management team. They are making sure the balance sheet is clean in order to make more M&A activity.

Price:
$8.220
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Lake-Shore-Gold
LSG-T
Dennis Da Silva

He would rather own a shorter mine life company that actually makes plenty of free cash flow in today’s gold environment, rather than looking at gold companies with a 10-12 year mine life, but struggling to make money. This has a 5-year mine life. Have kick started their exploration program in the Timmins area, to try and replenish what they are producing, and ideally add 2-4 years to their mine life. Right now their cash “all in” costs are just under $1000 an ounce, and they should be able to generate $50-$60 million of cash flow.

Price:
$1.120
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

(A Top Pick April 29/14. Up it .72%.) US$ holdings, so is actually up 22% because as a Canadian investor he receives the benefit of the currency exchange. These are Dallas (not Houston) Texas apartments. He has a target of $5.50. Yield of 7.83%.

Price:
$4.790
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-03-02 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Veronika Hirsch

Expects they will continue making acquisitions, but is not sure there are that many deals left in the US. They just entered Europe 2 years ago, and there is not much competition there. An exceptionally attractive stock right now because of lower oil prices, and a lot of oil companies might want to monetize their retail outlets. Yield of 0.37%.

Price:
$48.140
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-02 TOP PICK CCL-Industries--B-
CCL.B-T
Veronika Hirsch

A lot of their business is outside of Canada, so they benefit from the weaker Cdn$. Have been making acquisitions, mostly in labels, and expects this will continue. They have packaging as well. Yield of 1.1%.

Price:
$136.750
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-02 TOP PICK Phoscan-Chemical-Corp.
FOS-T
Rick Rule

Selling for 60 cents on the dollar.  This will probably be the year when the deals come to the cash and this one should prosper.  This much cash will attract a deal.

Price:
$0.320
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Ivanhoe-Mines
IVN-T
Rick Rule

(Top Pick Mar 3/14, Down 48.33%) He adds most aggressively to the position now.  The best promoter he has ever met.  Wonderful projects like this almost finance themselves.  The market right now is looking for an excuse to sell things.  He is a buyer.  It is more speculative.  This is three of the best assets he has seen in his career.  Thinks this company will be re-priced by the market.

Price:
$0.880
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Kobex-Capital-Corp
KXM-X
Rick Rule

Management is a very, very good investor.  Their pool of $30 million in cash should attract a very good deal.  It is trading at a discount to its cash.

Price:
$0.530
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Ross-STores-Inc.
ROST-Q
Veronika Hirsch

They retail clothing as well as house wares at exceptionally low prices. Lower energy prices helps the lower end consumer. Yield of 0.89%.

Price:
$105.990
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-27 TOP PICK CAE-Inc
CAE-T
Kash Pashootan

A leader in the simulation, training product space. Their business is 60% civil, 30% defence with 10% in health care. With the growth in the number of active new fleets, he is seeing new pilots required along with new pilot certification, not to mention re-occurring pilot certification. Right now there are about 28 commercial plane assemblies per week, and for every one of those planes, you need 10 to 12 pilots. There is a lot of growth in the space which is translating into contracts. Dividend yield of 1.86%.

Price:
$15.090
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 TOP PICK Cisco
CSCO-Q
Kash Pashootan

He likes the dividend and he likes the name. Have positioned themselves to be very relevant for what is coming up for the next 5-10 years. Have been active in the wireless space, so with everybody doing so much on their smart phones, mobile data traffic has really picked up. Also, cyber security threats will increase demand for this company’s networking products. Just reported and they had a great quarter. Yield of 2.83%.

Price:
$29.510
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 TOP PICK Loblaw-Companies-Ltd
L-T
Stan Wong

Just reported good earnings and also at a record high. This is your classic consumer staples name. Very steady and predictable growth along with a modest but growing dividend. They will probably grow their dividend at a 5% clip per year over the next several years. A lot of their capital expenditures are behind them, so you will see that in the earnings and you will see the benefits of those renovations going forward. The acquisition of Shoppers Drug Mart will certainly provide this grocery giant exposure to higher-margin profile. Trading pretty nicely at 18X forward earnings with a 15% growth rate. Dividend yield of 1.54%.

Price:
$63.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 20,646 entries
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