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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-29 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Norman Levine

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-29 TOP PICK Hengan-International--HEGIY.PK-
1044-HK
Norman Levine

Napkin/tissue business.  As people move to Chinese cities, they start using these products.  This one is out of favour, but there is growth.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-29 TOP PICK Avigilon-Corp
AVO-T
Patrick Horan

Still growing between 30-50% on the top line.  They have more organic growth than he usually sees in the Canadian space.  You are getting it really cheap here. 

Price:
$17.890
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-09-29 TOP PICK BCE-Inc.
BCE-T
Norman Levine

A defensive stock in a declining market and should hold up well here.  5%+ yield that grows on a regular basis.  BA-T being taken on will sustain their cash flow.  It is a good time to own this one.

Price:
$48.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-29 TOP PICK IGM-Financial-Inc.
IGM-T
Patrick Horan

Attractive 4.5% dividend yield.  Business model has fat margins.  It came from 20% overvalued to 5% undervalued.  There is concern there will be a dramatic change once they reformat their statements. 

Price:
$48.450
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-09-29 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Patrick Horan

Positive M&A cycle, positive capital markets cycle.  Companies are trying to transform themselves through the investment banking side using high yield and equity markets to do it.  These guys are well placed to do it.  It is not very expensive.

Price:
$60.330
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-09-26 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

Aerospace is one of his dominant themes.  The pickings are thin in Canada. This gives us exposure to commercial as well as defense. 

Price:
$13.480
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
No
2014-09-26 TOP PICK Linamar-Corp
LNR-T
Michael Bowman

It is not in play, but they came down when another company in the space was bought.  It was unwarranted.  They now have Linamar transportation.

Price:
$58.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Yes
2014-09-26 TOP PICK Shawcor-Ltd.--A-
SCL-T
Michael Bowman

He was waiting for it to come back to a buy range.  Right at the 200 day M.A.  Buy it here.

Price:
$54.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Yes
2014-09-26 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Michael Bowman

Likes the sector.  It has done very well.  They had some issues that are now behind them.  Just bought a large construction and engineering firm. 

Price:
$52.160
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Yes
2014-09-26 TOP PICK BMO-Junior-Gold-Index-ETF
ZJG-T
Bill Carrigan

Strictly a trade.  The divergence has become extreme against the TSX-T.  When we get these extreme oversold levels he buys it for a trade.  Give it three months and get out when it starts to spin its wheels.

Price:
$6.950
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2014-09-26 TOP PICK BMO-EqWt-US-HthCare-Hedged-CAD
ZUH-T
Bill Carrigan

It is hedged to the Canadian dollar.  Healthcare.  He wants to be in healthcare.  It is outperforming.  The uptrend is a long, gradual advance.

Price:
$35.570
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
No
2014-09-25 TOP PICK Altagas-Ltd
ALA-T
Michele Robitaille

Not just for the gas.  They are well diversified.  They have power and utilities.  Strong growth profile and much is from long life contracts.  They have a great track record with projects on time and on budget.  They set themselves up for low risk growth opportunities.  Valuation is really attractive.

Price:
$46.860
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2014-09-25 TOP PICK CASH
CASH
Genevieve Roch-Decter

She is letting it accumulate because the market may pull back a little more.  We don’t need to jump in just now, but she wants to see how things play out.

Price:
$0.010
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
CAUTIOUS
Owned:
Yes
2014-09-25 TOP PICK General-Electric
GE-N
Genevieve Roch-Decter

They have a big, growing, energy infrastructure business. They sold off many of their non-traditional assets.  They sold part of their financial business.  They are trying to reduce financial business to 25% of revenues.  They are acquiring energy infrastructure businesses.  Their earnings are growing and the dividend is growing.  Industrials are going to do well.

Price:
$25.550
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
CAUTIOUS
Owned:
Yes
2014-09-25 TOP PICK Northland-Power-Inc
NPI-T
Michele Robitaille

A good track record of power projects.  Just won an international wind project.  The management team is very well aligned and own 39% of the company.

Price:
$16.900
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2014-09-25 TOP PICK Secure-Energy-Services
SES-T
Genevieve Roch-Decter

In a very interesting space.  Waste and waste water handing business in drilling.  You have to get the frack fluid out of the oil.  Wells are getting older so the waste water volume goes up and more ENPs are outsourcing this.  There is a huge opportunity in the US.

Price:
$23.440
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
CAUTIOUS
Owned:
Yes
2014-09-25 TOP PICK Vermilion-Energy-Inc
VET-T
Michele Robitaille

They have a rising free cash flow profile.  A new project is coming on next spring and will increase their cash flow by 13%.  Good link to Brent pricing.  Their payout ratio will go under 100% in the spring.

Price:
$65.330
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2014-09-24 TOP PICK Barclays-Bank-PLC
BCS-N
Paul Harris, CFA

Bought Leman Brothers.  They are now a very substantial investment bank.  It is a great franchise in the UK and they have a great wealth management business.  They are going to be a smaller investment bank so their cost structure will go down.  Their Barkley’s card is quite strong.

Price:
$15.130
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-24 TOP PICK Benev-Capital
BEV.H-X
Bruce Campbell (2)

Just made an announcement in May that their very 1st royalty stream they are going to invest in, is a restaurant chain Franwork Franchise out of Calgary. Right now it is only a revenue royalty stream off of some restaurants, but the plan is to roll it out into a multiple royalty stream. Currently trading at about 7.5% yield and is probably comparable to trade in the 6.5% range. Thinks there is some capital appreciation here, plus you are getting a nice dividend.

Price:
$2.380
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-09-24 TOP PICK Concordia-Healthcare
CXR-T
Bruce Campbell (2)

Has been drifting sideways in the last few months. Management has been working on some more deals. Just made a deal where they acquired an epilepsy drug. They are hoping to put in a price increase which means there will be increased EBITDA and earnings. You could probably see a dividend bump down the road. Also, feels there will be more acquisitions, which is management’s forte. Yield of 0.95%.

Price:
$35.950
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-09-24 TOP PICK Deere--and--Co.
DE-N
Paul Harris, CFA

The stock is cheap.  They went into construction and it does well when agriculture does not.  People are afraid farmers won’t buy farm equipment.

Price:
$83.770
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-24 TOP PICK Grenville-Strategic-Royalty-Convertible-Debenture
GRC.DB-T
Bruce Campbell (2)

 

They are investing in companies and getting a top line royalty. This company is fairly new and is a very small cap. They don’t have a dividend, but this is one way to participate in the upside, but also in an income stream. Pays an 8% coupon. The bond is trading just around par right now. It is convertible into Grenville stock at $0.92.


Price:
$0.000
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-09-24 TOP PICK Target-Corp
TGT-N
Paul Harris, CFA

It was hit by a data breach and the Canadian expansion.  They executed very poorly in Canada and that hurt them.  They came out with a bunch of things they want to do and if they execute well the stock will go higher.  Their online business is doing quite well.

Price:
$63.880
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-23 TOP PICK Bank-of-America
BAC-N
Rick Stuchberry

When the Fed taper comes off and the lawsuits stop, this has the ability to make a lot of money. Targets on the street are quite a bit higher than its current price. Yield of 1.17%.

Price:
$17.050
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Bank-of-Montreal
BMO-T
Ross Healy

This is the next breakout among the banks and the cheapest of the big 6. Yield of 3.72%. He can see about a 25% upside, before it runs into any serious resistance.

Price:
$84.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-23 TOP PICK Bonavista-Energy-Corp
BNP-T
Rick Stuchberry

This is a good one because it has gotten weaker. A natural gas company. Does not like the oily names as much. Natural gas is trading below $4, inventories are low, so he thinks there is going to be an upward movement on pricing this winter. Management owns a lot of stock. Very good operator and operating below $13 of BOE. Yield of 6.56%.

Price:
$12.800
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Great-West-Lifeco
GWO-T
Ross Healy

Excellent upside potential. Fairly close to good, solid technical support at about $30-$31. Nice rising balance sheet. This is a play on the potential for rising interest rates. Yield of 3.76%.

Price:
$32.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Manulife-Financial
MFC-T
Rick Stuchberry

(A Top Pick Oct 22/13. Up 22.8%.) This pick has quite a bit to do with the expectation of higher interest rates. They are making money now and firing on all cylinders. This is a company where if you get a normalized yield curve, it doesn’t hurt them, but actually helps them. It should continue to do very well. Has a big Asian operation, which could do very, very well. Yield of 2.85%.

Price:
$21.770
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Transat-A.T.-Inc--B-
TRZ.B-T
Ross Healy

Had recommended this earlier in the year and it hasn’t done a good deal. This has a remarkable seasonal characteristic in that starting in Sept, Oct and Nov, it tends to move strongly into year end. It has been doing this for years and years, even in bear markets.

Price:
$8.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 30 of 20,014 entries
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