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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-02-09 TOP PICK Enbridge
ENB-T
Andy Nasr

You don’t buy this if you worry about oil going to $25, because the stock would get weaker. He always makes sure that he has a long-term time horizon in mind when looking at these companies. Doesn’t think $25 oil is sustainable over a 5-10 year time horizon. They have capital requirements they are going to have to fund at some point. There is speculation they may come to the market with an equity issue. Even if they don’t get the money, given their vast presence in North America and oil distribution, you can rely on the cash flow. Dividend yield of 4.77%.

Price:
$0.000
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Gildan-Activewear-Inc.
GIL-T
Andy Nasr

This has sold off a lot since the beginning of the year. They report in a couple of weeks and thinks the numbers are going to be a little bit light. You are looking at about $1.70 for next year, however in a few years you could see earnings approach $2.50US. Substantial earnings growth because they are investing heavily in new capacity. Have dominant market share in the areas they are in, and that should increase, especially as they penetrate the retail market. Can see this growing 15%-20% in the next few years. Dividend yield of 1.11%.

Price:
$0.000
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK George-Weston-Ltd.
WN-T
Andy Nasr

He is trying to position his portfolio somewhat defensively given the volatility he is seeing in Canada. This has a relatively strong balance sheet with a lot of cash, along with the bakery business where they can potentially unlock some of the value. Dividend yield of 1.66%.

Price:
$0.000
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Agnico-Eagle-Mines
AEM-T
Robert McWhirter

It has been a star recently.  It is a gold company that pays a dividend.  There is 10% trailing cash flow so lots of room to increase the dividend.  2.3% free cash flow.  PE is .38.  It is one of the few gold companies with attractive fundamentals going forward.

Price:
$47.240
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
No
2016-02-08 TOP PICK Boralex-Inc.
BLX-T
Robert McWhirter

940 Megawatts of power in three countries.  3.5% yield and a reasonable payout.  Earnings estimates were cranked up by 14% in the last 90 days.

Price:
$15.190
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2016-02-08 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

This is a niche business in the non-banks sector. The stock has fallen back partly because the market has been waiting 2 years for them to get their Schedule 1 bank license. When they do get it, it opens up a lot more doors in terms of marketing. (A lot of banks will deal only bank to bank in terms of a foreign exchange vendor.) Also, it would give them direct access to Central Banks, so they don’t have to pay a middleman in order to get access to foreign exchange. Thinks they are on the cusp of getting that bank license. Unfortunately, the summer election and the change in government have delayed that.

Price:
$22.010
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Mylan-Inc
MYL-Q
Jerome Hass

Long. (A Pairs trade with a Short on Valeant Pharma (VRX-T). In a Pair trade you really have conviction on both sides. In this instance, while he likes Mylan as a Long hedge position, the conviction actually lies with Valeant as a Short, which still has a lot of fundamental problems ahead of them.

Price:
$50.450
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Saputo-Inc.
SAP-T
Robert McWhirter

Cheese, Yogurt, and Dairy.  1.5% dividend, 25% payout.  A 12% earnings surprise.  There is a pretty good opportunity for this stock going forward and it is a safe heaven.

Price:
$37.040
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2016-02-08 TOP PICK Shawcor-Ltd.--A-
SCL-T
Jerome Hass

*Short*. A pipe coating company. Has had it as a Top Pick twice in the past, but on the Long side. About a year ago he decided that there were so many headwinds the company was fighting in the sector, that he exited his Long positions. They are going to have a very tough 12-18 months ahead. When the oil/gas sector does roll over, they’ll be one of the last to respond to it, so there’ll be plenty of time to cover a Short if there is a rally in the market. A great company and he’ll be coming back to it in the future as a Long position.

Price:
$28.780
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Valeant-Pharmaceuticals
VRX-T
Jerome Hass

Short. (A Pairs trade with a Long on Mylan (MYL-Q). In a Pair trade you really have conviction on both sides. While he likes Mylan as a Long position, his conviction actually lies with this company as a Short. They still have a lot of fundamental problems ahead of them.

Price:
$124.880
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Linamar-Corp
LNR-T
Allan Meyer

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also, has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.

Price:
$52.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Metro-Inc--A-
MRU-T
Allan Meyer

Trading around its market multiple on earnings, so is pretty comfortable with it. It also has a low debt level and good interest coverage. For uncertain times, this is a nice stable area where you won’t see a huge amount of fluctuation in their revenue or earnings. 1.36% dividend yield.

Price:
$41.090
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Proctor--and--Gamble
PG-N
Hap (Robert) Sneddon FCSI

This is a way to play the consumer staples sector where you are trying to get the best of the group. Has an upside target of around $97. The risk/reward is pretty good from here.

Price:
$81.200
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Transalta-Renewables
RNW-T
Allan Meyer

The parent company Transalta (TA-T) keeps pushing their stuff down, and doesn’t want to see them get into any trouble. Owns wind farms and some Hydro operations. Payout is high at 90%, but he is not concerned about the dividend. Dividend yield of 8.64%.

Price:
$10.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Trans-Canada-Corp
TRP-T
Hap (Robert) Sneddon FCSI

A good place to get back into. It sort of represents a “1st in/last out” philosophy. The downtrend has been broken. They are trying to focus on liquid gases to diversify bases a little. Has a really nice dividend. His target a year from now is around $59.

Price:
$49.400
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,036 entries
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