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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-04-27 TOP PICK Agrium
AGU-T
Peter Brieger

(A Top Pick April 28/14. Up 24.05%.) (In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.) The long-term case is that populations in developing markets are going to increase demand for protein and other food stuffs. This company’s major product is nitrogen, which is something that cannot be put off year after year. He is hoping for 18%-19% total return, including the dividend. Because of making great strides in finishing their CapX, he is expecting a free cash flow of $11 per share by 2017. Dividend yield of 3.12%.

Price:
$125.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 TOP PICK Corus-Entertainment--B-
CJR.B-T
Stephen Takacsy, B. Eng, MBA

They keep missing guidance and have underperforming assets.  Thinks they have the safest value.  9 times free cash flow.  Great recurring revenues.  Just signed a deal to take content away from DHX media.

Price:
$17.940
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-04-27 TOP PICK D-Box-Technologies
DBO-T
Stephen Takacsy, B. Eng, MBA

Montreal based technology concerned with motion in movie theatre seats.  CGX-T has been rolling them out in their theatres.  They are the only company that has permission to motion code movies from Hollywood.  They have a global monopoly at present.  Tremendous international sales.

Price:
$0.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-04-27 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

(In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.) Has a price target of $35. We are going to see a continuation of the growth in pipelines for oil sands transportation. He is looking for much higher dividends over the years. Yield of 4.7%.

Price:
$31.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

(In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.)This has a great presence in the US, and he is bullish on the US. They have a CEO that understands the US business. Canadian banking business isn’t as bad as people think. He is not looking to shoot the lights out, but for average capital gains of 5%-7% plus the yield. For this bank, he is looking for a total return of 11%. Yield of 3.63%.

Price:
$56.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 TOP PICK Velan-Inc
VLN-T
Stephen Takacsy, B. Eng, MBA

Global leader of valves from Montreal.  Classic value play, trading just above 1 times NAV.  They report in US dollars.  About 11 times earnings.  The founder is 97 years old.  If it is ever sold he figures it could get as much as $30 a share.

Price:
$20.350
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-04-24 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

This is essentially his cash hoard during the summer. When he takes off his equity positions, he goes into this, which is basically a steady Eddie gainer. It gains quite consistently. It’s a portfolio of debt securities and hedges of the interest rates through using Swaps. If we do get a rate rise this summer, you could potentially benefit from this.

Price:
$10.160
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-04-24 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
Jon Vialoux

A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.

Price:
$27.380
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-04-24 TOP PICK BMO-EqWt-US-HthCare-Hedged-CAD
ZUH-T
Jon Vialoux

Healthcare tends to do quite well during the summer. The healthcare sector on average gains about 4.6% between the start of May to about the end of October. That outperforms the S&P 500 by about 4.3%. This is a way for Canadian investors to play US healthcare stocks.

Price:
$43.645
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-04-23 TOP PICK Ag-Growth-International-Inc
AFN-T
Greg Newman

He sees 26% earnings growth over the next couple of years. They are on the cusp of acquiring Vicwest’s Westeel division, which he thinks is going to double their Canadian sales. Expecting 20% growth on their US sales and he is projecting 37% increase in their international sales. 75% payout ratio. 52% of their earnings are coming from the US. Dividend yield of 4.59%.

Price:
$52.240
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK Google
GOOGL-Q
John Zechner

(Top Pick Jun 2/14, Down 1.91%) The bears think growth is slowing, but Google owns a huge asset in their data.  There is no reason not to continue to own it.  Earnings are coming out tonight.  They own the search market.  No one attributes any value to the Android operating system, but it runs 60% of the smart phones in the world.  Wait until you see the earnings before going in.

Price:
$557.460
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 TOP PICK InnVest-Reit
INN.UN-T
Greg Newman

Thinks they can grow their earnings by almost 25% for the next few years. This comes from a combination of improving revenue per unit growth. Demand growth for rooms is outpacing supply, so he sees higher occupancy. With the Cdn$ where it is, Canadians are more likely to stay in Canada and Americans are more likely to come to Canada. This name benefits from lower oil prices. This trades at 11X, versus the hotel REITs which are closer to 13X. Dividend yield of 6.97%.

Price:
$5.730
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK Martinrea
MRE-T
John Zechner

The litigation is out of the way.  The stock is now cheap.  They are positioned very well.  There is 15% earnings growth.  They have big European sales and there is an increase in the use of aluminum in cars and MRE-T is best positioned for this demand.

Price:
$12.430
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 TOP PICK Power-Financial-Corp
PWF-T
Greg Newman

This is a “steady Eddie”, a lower risk name. He sees 8.5X earnings per share growth compounded over the next couple of years. Dividend yield of 3.97% with a 6.2% annual growth. Trading below its five-year average at 11.5 versus 12.5. Very conservative payout ratio.

Price:
$37.540
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

They are sitting on a lot of cash.  Over half of their market capitalization is cash.  7.78% dividend yield.  You get a great yield while you wait.

Price:
$6.890
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
Showing 1 to 15 of 20,854 entries
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