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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-04-17 TOP PICK CCL-Industries--B-
CCL.B-T
Norman Levine

A Canadian based multinational consumer company. Their products are packaging. A world leader in labels, especially pressure sensitive ones. Also, make aluminum cans and plastic laminate tubes that are going into cosmetics, etc. A couple of years ago they made a transformative acquisition from Avery. They bought their label business as well as their digital printing business. That has been a huge win for them. Dividend yield of 1%.

Price:
$146.930
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-17 TOP PICK General-Electric
GE-N
Norman Levine

Have proposed selling GE Capital, which is a transformative thing for them. They are going to largely get out of financial services and become a purely industrial company. Have said they will be doing a huge share buyback. Believes they are going to increase the dividends again on a regular basis. Also, make transformative acquisitions in the industrial space. Thinks that all of this will lead to a much higher stock price.

Price:
$27.250
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-17 TOP PICK Power-Financial-Corp
PWF-T
Norman Levine

This is a company that has historically increased its dividends regularly, twice a year. The largest shareholder in Great West Lifeco (GWO-T), London Life, Canada Life and Putnam Investments. Also, the largest shareholder in IGM Group (IGM-T), Investors Group, etc. After the financial crisis they did not raise their dividend until March of this year. Thinks it is going to start again to be a regular thing, so your yield is going to continue to go up.

Price:
$37.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-16 TOP PICK Amgen-Inc.
AMGN-Q
Paul Harris, CFA

Trading at about 16X earnings. Have great drugs in the kidney area and in cancer. Also, thinks there is a cholesterol drug coming out. Management is really interested in increasing margins, cutting costs, increasing dividends and paying back money to shareholders. Dividend yield of 1.89%.

Price:
$166.870
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-04-16 TOP PICK EnerCare-Inc
ECI-T
Kash Pashootan

This IPO’d in 2002 under Consumer Water Heater. A lot has changed since then. One third of their business is sub metering for condos and apartments and two thirds of home services, air-conditioning, water heaters and furnaces. This business is a high percentage of recurring revenues. Very cash flow heavy, which is great for dividend investors. Dividend yield of 5.56% and they are able to sustain this with only 40% of their free cash flow. He is expecting some dividend increases from them. Only 22% of their overall contracts are in the billing stage, so cash flows are going to grow.

Price:
$15.060
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2015-04-16 TOP PICK Element-Financial
EFN-T
Paul Harris, CFA

Management understands this business very clearly. There is a good opportunity for them to grow. Just made an acquisition in the US, which will help them grow in the US a lot more. Because of what happened in the financial services industry in 2008, there are a lot of gaps in the leasing side of the business, and he thinks there is a great opportunity for them to come in and scoop up a lot of business and grow. A great growth story over the next several years in the US, and a little bit in Canada.

Price:
$17.820
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-04-16 TOP PICK Emera-Inc
EMA-T
Kash Pashootan

An electricity utility name. Focused in Atlantic Canada, and more recently have gone into the US as well. Along with other utilities, what he likes is the stable income stream and the reoccurring revenues. The risk for these types of names is that they are interest rate sensitive, but the risk of rates going up in Canada is very low right now. 31% of the revenues come from the US, and because they are paid in US$’s they are getting a boost from foreign exchange. Yield of 3.89%.

Price:
$41.410
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2015-04-16 TOP PICK Magna-Int-l.--A-
MG-T
Kash Pashootan

When he looks at this and its valuations, it makes a lot of sense. He is positive on the auto sector, and this is a great way to participate without taking company specific risk. A wildcard for them at this point is what is going to happen in Europe. 40% of their revenues come from Europe. With commodity prices coming down, their revenues have grown. Dividend yield of 1.68%.

Price:
$66.520
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2015-04-16 TOP PICK Phoenix-Energy-Services
PHX-T
Paul Harris, CFA

A horizontal drilling company. Have some great technology for the drilling side, which is really their key business. Trades at 18X earnings and pays a yield of 5.35%. Their technology allows them to get data back to the main place where they can analyse and see where the drilling is all going. Management is doing all the right things.

Price:
$7.850
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-04-15 TOP PICK Com-Dev-International-Ltd.
CDV-T
Peter Hodson

Satellite company and also has exactEarth technology, which tracks vessels in the seas. Starting to consider spinning that out or IPOing it, and could turn out to be a nice value creator for them. More expensive than what he likes to see, at 27X earnings. Added it to his growth portfolio because the growth looks really, really good. The satellite market is really growing right now. They have a really good niche. When you are putting components onto a satellite, price is not an issue. This is a very, very high margin business in an industry that is growing very, very fast. Recently did an acquisition called Pacific Wave which makes components for satellites. Possible takeover target. Dividend yield of 2.53%.

Price:
$4.850
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 TOP PICK Chipotle-Mexican-Grill
CMG-N
Mike S. Newton, CIM FCSI

An opportunity to pick up a pretty good name that has done a sideways move for some time. Millennials (generation Y) are taking to the name. The company is able to price what they want because consumers believe they are getting good value for their money and the quality is very high. Store count is around 1600 in the US, which he thinks is a very low concentration, considering what they have ahead of them. This doesn’t even consider what they are doing internationally.

Price:
$677.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-15 TOP PICK Element-Financial
EFN-T
Peter Hodson

This has made a lot of money for a lot of investors over the past 20-30 years. Brilliant management. This is also an economic call. You have low interest rates and a good economy, so for a leasing company it is almost perfect. They can finance attractively and are not going to lose a lot of money when leases go bad. They are into almost anything that moves, such as rail cars, transportation companies, etc. Have done lots of leasing and have grown very, very fast through acquisitions, and have mentioned a dividend for next year. As they grow into that 1st dividend, he thinks a lot more investors will start to pay attention. Growth rate is looking very, very good. Earnings per share this year should grow very nicely. They are economically and interest rate sensitive, but he thinks both of those are positive for them right now. Trading at 17X earnings, which is very, very attractive.

Price:
$17.510
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Mike S. Newton, CIM FCSI

Valuation is only 10X forward PE. Earnings showed pretty good and rather robust trading in capital markets activity. If interest rates start going up, this would be a bit of a tailwind for them. Buybacks were authorized to go even higher. Dividend yield of 2.49%.

Price:
$64.210
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-15 TOP PICK Patient-Home-Monitoring
PHM-X
Peter Hodson

Has been a very good trader. Market cap of $365 million. 10,000 people will turn 65 in the US today, so this company is going after the homecare market. You have a huge baby boom generation that is getting older and needs homecare. He really likes the trend. Hospitals are trying to get patients out of the hospital and into the home. The government is trying to save money by treating patients at home. Here you have a consolidator that is chipping away and buying up companies that treat in-home patients, and will start cross-selling different products and different services. Made some great acquisitions, but in their last year they had 58% internal growth without acquisitions. Just did a $60 million financing and already had $20 million in cash, so now they have $80+ million to spend, and may start going after bigger acquisitions in the US while the timing is right. Management owns 11%.

Price:
$1.740
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 TOP PICK Constellation-Brands-Inc
STZ-N
Mike S. Newton, CIM FCSI

Brands include Corona, Jackson Triggs, Modelo, Robert Mondavi, etc. A very, very defensive name. Yield is only 1.06%, but the CEO indicated he would probably look to increase that over time. They are really knocking it out of the park in all of their verticals and doing extremely well in vodka and whiskey. They’re undergoing an expansion into tequila and craft beer. Now that it is paying a dividend, it is going to be on a lot more people’s radar.

Price:
$117.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-14 TOP PICK HBP-S-and-P-TSX-60-Index-ETF
HXT-T
Don Vialoux

TSX 60 finally broke through a 7 year high, which is technically very, very good. This is in an upward trend, above its 20 day moving average and is outperforming the S&P 500. The problem is, once you get into May to October, volatility increases virtually every year, so you want to protect yourself by owning this until May and then look for some technical signals to take some profits.

Price:
$28.870
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-14 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

This is 44% emerging markets. They are the number 1 player in biscuits, chocolates, candy and number 2 in gum. Most of those categories have very little private label competition, which is good for pricing. This is really a play on emerging markets for their growing consumer middle class. She sees a lot of runway. FX has been a headwind but she thinks the market has chosen to look through that and to recognize the long-term growth opportunities. The company has been embarking on a margin improvement program as their margins are quite a bit lower than their peers. Yield of 1.6%.

Price:
$37.470
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK Manulife-Financial
MFC-T
Christine Poole

Thinks they are really position to grow their ROE and their Book Value. These are 2 really important metrics she looks for in a lifeco business. Have done a series of transactions, which underscores management’s focus on long-term growth. Yield of 2.8%.

Price:
$22.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK PPG-Industries
PPG-N
Christine Poole

Has a lot of International exposure. 40%-45% is North America and the rest is international. A global coating company. They are number 2 in 70% of their end markets. Provides coating for aerospace. Also, have architectural paints (house paint) as well as auto OEM coating. A leading player in the US. Recently acquired the largest player in Mexico. Raw material costs are largely petrochemical based, so they will benefit from lower crude prices. Yield of 1.18%.

Price:
$227.960
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK Power-Share-QQQQ-ETF
QQQ-Q
Don Vialoux

Historically, this has outperformed the rest of the market from the middle of April through to the end of May. This partly has to do with its makeup. It is technology, which is when companies announce their new products. Also, a good chunk is biotech, and there are a lot of announcements from the biotechs that come into the market at that time as well.

Price:
$107.170
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-14 TOP PICK SPDR-S-and-P-500-ETF
SPY-N
Don Vialoux

Technicals are positive. The S&P 500 is in an upward trend. Trading above its 20 day moving average. This is the market, so it is doing what the market does. Seasonality continues to be positive until, on average, May 5. There is a danger that the markets could come under pressure some time between May and October of this year. A very short term trade.

Price:
$209.490
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-13 TOP PICK Masonite-International-Corp
DOOR-N
Colin Stewart

Leading global designer and manufacturer of interior & exterior doors. Was previously listed in Canada and then was bought out by a US private equity firm which put too much debt on it. It went bankrupt, but has now come back as a public company in the US. Very exposed to the North American housing market. With the US housing downturn, they have made 11 acquisitions, cut costs and become much more efficient. Good pricing power.

Price:
$68.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK Interfor-Corp
IFP-T
Colin Stewart

His favourite lumber company. The fastest growing lumber company in North America, maybe globally. Have been very acquisitive. Transformed from being a largely Canadian-based lumber company to a North American company. Operating in the US, they have much lower labour costs and access to cheaper logs.

Price:
$17.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK iShares-MSCI-Europe-IMI-Index-ETF--CAD-Hedged-
XEH-T
John Hood

He likes this because it is hedged against the euro and costs only 25 basis points. Has 30% of UK with Spain/Germany/France 13% each. This gives you a good, solid, European core, plus it is doing small-cap and mid-cap.

Price:
$23.400
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-13 TOP PICK Canadian-Satellite-Radio
XSR-T
Colin Stewart

The only satellite radio provider in Canada now. They have a licensing deal with their US sister company to use all their content. Has come under pressure in the last year or so, but on some short-term issues. A really good subscription based business. 2.6 million subscribers in Canada. 7% of the population use it. 65% of all new cars sold in Canada have the technology preinstalled and are able to convert 1 of 3 of those people as new users. There is also the used car channelling that they can go after. Thinks it is worth upwards of $8 a share. Dividend yield of 6.84%.

Price:
$6.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK BMO-MSCI-EAFE-Hedged-TO-CAD
ZDM-T
John Hood

He likes that this is EAFE (Europe, Australasia and Far East). It is about 20% Japan, 22% UK, 10% each for England, France and Germany and it is more large caps, along with some individual stocks.

Price:
$20.820
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
No
2015-04-13 TOP PICK BMO-Dow-Jones-Indus.-Avg.-Hedge-ETF
ZWA-T
John Hood

This gives you some actual capital gains income from the US market, instead of always being in terms of income, because the covered calls are treated as capital gain. He likes it because he can be in the US market with a little bit of a hedge on, and he likes the income component of it. Also, BMO doesn’t sell the calls against the index; they sell them against all the stocks in the DOW, which gives you a better bang for the buck. You have to remember that this is a little expensive at around 70-75 basis points.

Price:
$19.870
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-10 TOP PICK Toronto-Dominion
TD-T
David Cockfield

Have a good amount of US exposure. Things are a bit slow in Canada, but the US side is picking up momentum. He thinks that will show up in earnings. Bank stocks in general have taken a back seat for a while. They have built a good base here and you will see them moving higher.

Price:
$55.290
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 TOP PICK Vangrd-Dividend-Appr.-E.T.F.
VIG-N
David Cockfield

These are companies that grow their dividends, and in this case, he is showing a little bit of bias towards the US markets. This has a significant number of stocks. Their largest weightings are consumer goods, services, industrials and healthcare. Has a small dividend. A very conservative type of investment.

Price:
$81.600
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

A low beta stock. (Beta measures the volatility of a stock versus the index.) What he likes is, if the index sells off by 5%-10%, this ETF doesn’t. Has a very nice upward momentum. He is thinking that 2015 is going to be quite volatile, so he wants to go for the conservative type investments.

Price:
$27.750
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 30 of 20,820 entries
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