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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-09-04 TOP PICK Agrium
AGU-T
Don Vialoux

Usually at this time of year you get a nice little move up to September, followed by a down leg into mid-September. This then takes off right through until around the beginning of the year. You could use this for any of the major fertilizer stocks. It looks like it is set up for a typical seasonal trade coming into this year.

Price:
$131.680
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
No
2015-09-04 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Cockfield

(A Top Pick Oct 10/14. Down 11.25%.) We are in a somewhat artificial situation with the US guys Shorting our banks. They have done this before, and they were wrong. Recent numbers were okay. Dividend is good and the PE multiple is low. A relatively conservative company.

Price:
$58.480
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-04 TOP PICK 1stTr-ISE-Natural-Gas-E.T.F.
FCG-N
Don Vialoux

The most actively traded ETF in the gassy sector. On a technical basis, natural gas started to show early signs of outperformance relative to the market.

Price:
$6.630
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2015-09-04 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
David Cockfield

This has a huge portfolio of lesser-known biotech and pharmaceutical stocks. A little more volatile. Thinks the sector is going to grow quite well. Has been expensive at times, but has sold off recently. A good area if you want to get into the biotechs. With aging population and more money into the healthcare, these guys are going to do very well.

Price:
$337.100
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-04 TOP PICK BMO-Equal-Weight-Bank-ETF
ZEB-T
Don Vialoux

Seasonality for bank stocks is from the end of August right through until November. Every year the CEOs report their 4th quarter results around the 4th week of November. They love to give you good news at that period of time. Technically it is showing positive signs. It is starting to outperform the market, trading above its 20 day moving average and starting to show signs of bottoming.

Price:
$20.840
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
No
2015-09-04 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

One of the cornerstones in a lot of his clients’ portfolios, particularly the smaller ones. This invests in low beta companies that are less volatile. It has done extremely well. It is light in the energy and commodity sectors. This will continue to work until we get back into more stable markets.

Price:
$26.130
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-03 TOP PICK Apple
AAPL-Q
Colin Stewart

A good example of a really well-run business. Sold off with the market. This is a great company with an amazing brand loyalty. Trading at 8X earnings after backing out the cash. This company is going to do just fine, regardless of what happens in China. Dividend yield of 1.87%.

Price:
$110.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Barry Schwartz

This is access to low-cost leverage and generating lots of fees by getting into distressed assets and setting up limited partnerships funds. They not only own great assets, but also makes money managing portfolios and getting fees. Thinks the NAV is in the $50 range, so trading at a pretty decent discount. Dividend yield of 1.53%.

Price:
$41.480
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK Berkshire-Hathaway-Inc.--B-
BRK.B-N
Barry Schwartz

In his opinion, this has fallen to the lowest price book level since the financial crisis. They continue to grow their BV. Once the Kraft-Heintz deal closes, that is going to add earnings power. He likes the safety and security of owning good quality companies within their holdings. Also, has a giant equity portfolio. He could easily envision this stock getting back to the $150-$160 level.

Price:
$132.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK Cargojet-Inc
CJT-T
Colin Stewart

They are dominant in their industry with about 90% market share in the overnight cargo industry in Canada. They are a real beneficiary of e-commerce as more and more people ordered things online. Have long-term contracts with their clients with a lot of them being take-or-pay, so there is a minimum guaranteed amount of volume. Dividend yield of 2.82%.

Price:
$21.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK High-Liner-Foods
HLF-T
Barry Schwartz

Had one bad quarter and it seemed like the whole world was going to end for the stock. It made no sense whatsoever. Frozen food has a huge scale in North America. It generates a lot of free cash flow. Dividend yield of 2.91%.

Price:
$16.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK Pollard-Banknote-Ltd
PBL-T
Colin Stewart

The 2nd largest producer of instant lottery scratch tickets globally. This is an industry dominated by a few large companies. They have long-term relationships with the state and government owned lotteries around the world. They produce tickets for 50-60 lotteries. This industry has grown organically 6%-7% over the last 20 years. Trading at about 8.5X EBITDA, so not an expensive stock. Dividend yield of 1.9%.

Price:
$6.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-02 TOP PICK Bankers-Petroleum
BNK-T
Swanzy Quarshie

Has been working very hard on their top line as well as their cost structure. Their margins have been improving as a result. A very solid business with an excellent balance sheet. That's not going bankrupt in this environment.

Price:
$2.050
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2015-09-02 TOP PICK CCL-Industries--B-
CCL.B-T
Brendan Caldwell

(All 3 picks are focused on benefiting from the US$.) This is a Canadian company that is in labels, and are the best in North America at this. They have both intelligent acquisitions and organic growth. Dividend yield of 0.85%.

Price:
$176.950
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
2015-09-02 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Swanzy Quarshie

Div $0.10 yield 7.48% Recently cut it's dividend in half. She is happy with this, since it doesn't really help with growth.  Feels that it is good that they rationalized the dividend/payout ratios. Great assets.  A good management team as well. It's at a very very low level, so now is the time to buy. They added at $13 or so.

Price:
$16.150
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 21,398 entries
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