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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-01 TOP PICK CARLSBERG--B--
CARL-OMX
Norman Levine

Danish brewing company, 5th largest globally. A little volatile for a beer company, but they are the biggest beer company in Russia with 40% market share. Russia is toxic right now for investors. When there is blood on the street, you buy. Their growth market is in Asia where they are gaining market share. They raise the dividend on a regular basis. Valuation is very reasonable.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-01 TOP PICK Catamaran-Corp
CCT-T
John Zechner

Healthcare in general has seen a tremendous amount of technology spending. It needs it. The rollout of the Affordable Care act in the US is making the public and private pharmacy benefit exchanges much more valuable. Their acquisitions over the last couple of years have been ultimately accretive to earnings. On a valuation basis you are probably trading at around 20X earnings.

Price:
$49.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-01 TOP PICK Walt-Disney
DIS-N
John Zechner

The only mistake he ever made with this company is by Selling it. It has been the best growth stock over the last 50 years. They have reinvented themselves. Over the past couple of years, they have increased their content in sports with ESPN, Marvel comics, Star Wars, etc. They are now expanding on a global basis with their theme parks, consumer products, Disney Interactive. They continue to hit it out of the park. You are getting all of this for a 20 multiple. This is one that you Buy and put it away.

Price:
$85.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-01 TOP PICK Corning-Inc
GLW-N
Norman Levine

Stock has been on fire until the last week or so, when they reported their earnings and sales were a bit disappointing. They are in a number of businesses, but all the market seems to care about is a product called Gorilla Glass. There are worries that when Apple (AAPL-Q) comes out with its new iPhone, it will switch from Gorilla Glass to Sapphire Glass. The market is fixated on Gorilla Glass and ignores its other businesses, such as LCD screens, etc.

Price:
$19.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-01 TOP PICK Power-Financial-Corp
PWF-T
Norman Levine

This is in 2 major businesses, both financial services. Great West Life (GWO-T) and IGM Group, so it is big in life insurance as well as fund management. Great West made an acquisition last year in Ireland giving it Irish and European exposure that will benefit from rising interest rates. A dividend raise is long overdue. Yield of 3.984%.

Price:
$34.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-01 TOP PICK Trinidad-Drilling-Ltd
TDG-T
John Zechner

In energy, he likes the energy service companies. The excessive cash flow being thrown off by the oil companies still has to be put back into the ground. This company had a high debt level but have started paying it down. Getting great rig activity. More importantly, they have this great joint global venture with Halliburton (HAL-N) which is going to be phenomenal for the growth going forward.

Price:
$10.540
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-31 TOP PICK Agrium
AGU-T
Greg Newman

Everything has happened wrong with the stock. Bad weather, falling nitrogen prices due to China exports, etc. Now you have falling corn prices. Had elevated natural gas prices, but now have lower prices which should help. The bottom line is that farmers are spending only 30% of their budgets on fertilizer, which is the lowest in a decade. He sees the trend normalizing eventually. Sees really big cash flow coming on in 2015, mostly from cost cutting and synergies. Has potential for dividend growth, buybacks as well as a higher share price. This has a very long term secular tailwind of population growth and the need to increase yield per unit of farmland.

Price:
$99.400
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-31 TOP PICK Mrk-Vectors-Gold-Miners-ETF
GDX-N
Jon Vialoux

When the gold miners report their earnings at the end of July that is the kick off to the start of the period of seasonal strength for the miners. This is experiencing a dip today, so you could take advantage of some of the weakness. The average gain between the end of July and September 25 is about 8%.

Price:
$25.910
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
Yes
2014-07-31 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

(A Top Pick April 22/14. Up 0.43%.) This is equivalent to a cash holding, and is about 32% of his fund right now. This is a short-term duration bond ETF, and provides a hedge against the volatility that is frequent at this time of year. He intends this to be his holding through until October.

Price:
$10.190
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
Yes
2014-07-31 TOP PICK Magna-Int-l.--A-
MG-T
Greg Newman

Nobody wants to buy this at its high price, but it is cheaper than its peers. 6.2% times 2015 estimates versus the peers at around 6.5%. Given the quality of this name, their higher return on assets, buybacks, dividend growth and acquisition opportunities, they should trade higher at 6.75%. US price is about $110, and he sees it going to $150 US. Raised their guidance on sales and margins in Q1, and he sees upside for both North American and European margins. He estimates they can grow their dividend at 31% in 2015 as well as a 16.5% buyback.

Price:
$117.090
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-31 TOP PICK Peyto-Exploration--and--Develop.
PEY-T
Greg Newman

Really strong cash flow and production. He sees 30% cash flow growth over the next couple of years. Their all-in costs per barrel of oil is equivalent is $7.42, which is unheard of in the industry. Solid balance sheet. Trades more or less in line with peers, but has much better growth.

Price:
$36.650
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-31 TOP PICK iShares-S-and-P-Global-Timber--and--Forestry-ETF
WOOD-Q
Jon Vialoux

*Short*. This is the period of seasonal weakness for housing stocks. This tends to impact the demand for lumber. September is particularly weak for the price of lumber. Has declined 80% of the time for the past 20 years for an average decline of 9%. If you do Short this, it’s a good idea to have a Stop at about $53.50.

Price:
$50.390
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
No
2014-07-30 TOP PICK Easyhome
EH-T
Bruce Campbell (2)

The finance side is the impressive side. The leasing side just continues to be sort of stagnant and not growing a whole lot. Just announced fantastic earnings today. On Tuesday they came out with a new financing package, which basically clears the way for them to grow. Have also bumped up their guide for the future, saying they are going to grow between 14% and 16%.

Price:
$24.360
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-07-30 TOP PICK Elkwater-Resources-Ltd
ELW-X
Bruce Campbell (2)

Have just re-capitalized, so the name will be changed to Striker Exploration. Have very small production now, less than 100 barrels per day. Look for them to make an acquisition and grow this thing into the next Raging River (RRX-T).

Price:
$0.700
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-07-30 TOP PICK Espial-Group
ESP-T
Peter Imhof

Just signed with a tier one communications company.  Cable companies are losing a lot of business to Netflix.  Are going to try to enhance the cable experience to subscribers.

Price:
$3.220
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 19,780 entries
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