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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-29 TOP PICK Delphi-Energy-Corp.
DEE-T
Robert McWhirter

Oil/gas. They are using technology to dramatically improve production. They typically use water fracing, but are now using slick water fracing, which claims 5X more water and 2X more sand into the same size hole. That creates larger cracks giving 3X the amount of production. Payback is less than a year. Trades at a premium of 41% this year and 27% next year. However, looking at what analysts are forecasting for their growth, it is 77% growth in cash flow this year, 4X faster than a typical oil/gas company and 2X faster in 2015.

Price:
$4.530
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Onex-Corp
OCX-T
Jennifer Radman

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.

Price:
$63.310
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 TOP PICK Parkland-Fuel-Corp
PKI-T
Jennifer Radman

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also, with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.

Price:
$20.670
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 TOP PICK Prometic-Life-Sciences-Inc.
PLI-T
Robert McWhirter

Have an interesting drug PBI450. They basically do proprietary filtering. Could climb 80% in the next 12 months.

Price:
$1.480
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Questor-technology
QST-X
Robert McWhirter

Incinerators. There is an advantage from an environmental as well as a legislative viewpoint. Earnings were up 58%, and the cash flow was up 112%. Earnings are expected to grow really well. Thinks it will do really well over the coming 12 months.

Price:
$4.320
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Varian-Medical-Systems
VAR-N
Jennifer Radman

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.

Price:
$85.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK BB-and-T-Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.

Price:
$37.180
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK BP-PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.

Price:
$47.920
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Littelfuse-Inc.
LFUS-Q
Don Lato

This company makes circuit breakers. Not his cheapest in his portfolio at 18-19 times earnings. They serve the automotive and consumer electronics industry. Cars have more and more electronic components and consumers are buying more and more electronics. Yield of 1.09%.

Price:
$91.980
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

Had a little bit of a selloff in the last 6 weeks or so and is down about 10% from its highs. Part of that he thinks is related to the fact that they have called in their convertible debenture. Trading at about 4X cash flow. A Colombian oil/gas play. Had extremely great success in growing their production. Exited 2013 with under 16,000 barrels a day and that number will be 27,000 this year.

Price:
$13.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Unilever-PLC
UL-N
Darren Sissons

Outside North America this is what you grow up on.  Emerging markets have slowed and developed markets have recovered.  This is a dividend increasing story.  They buy back shares as well.  3.7% dividend.

Price:
$43.880
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Walgreen-Co
WAG-N
Don Lato

They decided not to go with the tax inversion and this is now a buying opportunity. Trading at about 16.5X next year’s August earnings. Great franchise with room to grow; particularly now with Alliance that is going to join the fold this fall. Their buying power is going to be enormous. Yield of 2.23%. $71 is very easily attainable.

Price:
$60.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-27 TOP PICK Fortis-Inc.
FTS-T
Hap (Robert) Sneddon FCSI

(A Top Pick Sept 18/13. Up 12.23%.) He expects it will come back to the $32.75 range and test a breakout. Really good dividend and an excellent balance sheet. 90% of its business is regulated. He has a $40 target on this one.

Price:
$33.310
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Guestlogix
GXI-T
Bruce Campbell (2)

In the business basically of payment processing. Have a large market share of most of the North American airlines and globally. Every time you use your credit card to buy something on the airlines, they get a tiny piece. Have had 6 quarters in a row of record revenue. They are starting to see the EBITDA drop to the bottom line and we will start to see earnings drop to the bottom line. Street is getting a little uneasy and wants things to happen a little faster. We are going to see a blowout quarter either this quarter or next; it is just a matter of when. This is going to get a valuation bump.

Price:
$1.190
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pine-Cliff-Energy
PNE-X
Bruce Campbell (2)

This company buys assets that are out of favour. Made a number of inexpensive acquisitions in just the last little while and they have been cash flow positive. Their producing properties have a very low decline rate with strong cash flow. Did two big acquisitions in the last 3 months and their pipeline is busier than ever. Strong balance sheet with a strong cash flow to pay down debt.

Price:
$2.010
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pembina-Pipeline-Corp
PPL-T
Hap (Robert) Sneddon FCSI

Reported earnings recently and beat the average consensus by 10%. It is in the right space of energy infrastructure. A quasi-utility. Expecting distributions to rise through 2015. Have $5 billion in secured growth and another $2 million that is expected. Dividend yield of 3.51%.

Price:
$49.610
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Petrowest-Corp
PRW-T
Bruce Campbell (2)

This is really in the hub of the whole LNG oil service, and also the Site C dam project in BC. Management has advised that if they have a part of the Site C project, it would double their business. They provide construction services to the oil patch and have the largest fleet of Yellow Iron, large Caterpillar trucks, graders, etc. Pretty much at full capacity right now and have just made a couple of more acquisitions in the last week. Did a capital raise that was in such demand that it was 2X oversubscribed. Q2 results were slightly ahead of expectations and Q3 should blowout the quarter.

Price:
$1.290
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Hap (Robert) Sneddon FCSI

When you are concerned about the big differences between the best people that can execute or a wildcard coming out of the blue, you’re better off buying a basket. Chart is showing higher lows. Chart indicates that there could be a little bit of downside. Looking for a bit of resistance above $13.40, but if it gets above that, he would be inclined to add to that significantly.

Price:
$12.300
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK AgJunction-Inc
AJX-T
Benj Gallander

(A Top Pick Aug 12/13. Down 27.27%.) Not dealing well with the slowdown in the agricultural sector. Revenues went down to 37% over the past year. New management has been very transparent. His Initial Sell Target is $3.49. Even with the drop in revenues, they only lost about $600,000 because they cut a lot of workers from about 270 to 170. They are very, very diligent on expenses.

Price:
$0.730
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Capstone-Infrastructure
CSE-T
Benj Gallander

Bought this because he thought they would come to an agreement with the Ontario power Authority for their Cardinal cogeneration plant. They got a 20 year agreement, but he still doesn’t know how good it is. It is going to hinder their cash flow. Payout ratio is about 60%, and because of the cash flow drop, it could go over 100%. Increasing things in their Bristol water plant in the UK which is developing well. Management is becoming smarter over time. There are companies being taken over in this field right now and infrastructure is reasonably hot. Initial Sell Target is $8.74. Dividend yield of 6.77%.

Price:
$4.440
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Cenovus-Energy
CVE-T
Michael Sprung

We are going to see them going from about 270,000 barrels a day to over 300,000 in the next couple of years. They have a target of over 500,000 in 2020-2021. The growth profile is never guaranteed, but they have already identified projects where this could come to light. They have not really participated with the other oil companies in the energy boom. He sees earnings going well over $2-$2.20 in the next year or two. Yield of 3.13%.

Price:
$34.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK Fortis-Inc.
FTS-T
Michael Sprung

They completed the acquisition of UTS in the US ahead of schedule. This is a real company changing acquisition. Has increased the size of the company. Feels that people are not really seeing how substantial this is going to be over the next couple of years. Expects earnings to go through the $2 level for the next few years. Dividend yield of 3.86%.

Price:
$33.180
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK Harmony-Gold-Mining-Co-Ltd
HMY-N
Benj Gallander

Based in South Africa where there are a lot of problems. There is a union that is very, very difficult, and which is looking at targeting the gold sector. This company has had a few deaths at their mines, which does not bode well. Also, gold prices have certainly hurt them. He really likes the management, which is very conservative. Eliminated the dividend, but when things get better, the dividend will get back in place. Recently showed a loss because they took a write-down on one mine. There would have been a slight profit if they had not done that. This pick is very contrarian from both a geographic perspective and the price of gold. His Initial Sell Target is $16.14.

Price:
$2.960
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Stuart-Olson-Inc
SOX-T
Michael Sprung

A number of years ago they acquired a company that had a number of fixed price contracts that really went over budget and punished the company. Those are finally being worked through and are now sitting with a record backlog. As that backlog develops, he expects the margins are going to go up. Thinks we can see significant appreciation on this. Dividend yield of 4.71%.

Price:
$10.200
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-25 TOP PICK CASH
CASH
Eric Nuttall

September usually offers opportunities.  He is in 32% cash.

Price:
$0.010
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2014-08-25 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Peter Brieger

(A Top Pick Aug 27/13. Up 24.72%.) 6.2% dividend yield. Have continuously bought land, which is highly prospective. Essentially, the recovery rate for the Bakken type wells that they drill is 15%-20%. 20%-30% for a normal conventional well. There are 750 wells that they think they can use their water flood and production liner techniques to enhance the recovery and get it up to 20%, maybe higher. They have an inventory of 7650 wells going forward, to which they can apply these techniques. $53 would be a reasonable estimate. Yield of 6.17%.

Price:
$44.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Precision-Drilling
PD-T
Peter Brieger

Largest driller in Western Canada and 4th largest onshore driller in the US. It is expanding beyond those borders. On a macro basis, he likes the energy field, and because of the outlook for global growth we will see more drilling and more activity in the various oil areas. Recently did a deal with Schlumberger (SLB-N) where they will use their technical expertise and marketing assistance to reach a broader list of customers in the US. He sees a 40%-50% gain at least, over the next year or so. Yields of 1.84%.

Price:
$13.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Panterra-Resource
PRC-X
Eric Nuttall

It is a very new company   It is a high risk name.  One of the few remaining management teams experienced in the foot hills of Alberta.  Not a lot of predictions of production forecasts.  They are just waiting on drilling permits over the next three months.  Expects them to do more deals.  Give them the next year.

Price:
$0.330
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2014-08-25 TOP PICK Royal-Bank
RY-T
Peter Brieger

Likes the earnings report that they came out with last Friday. A global leader. They’ve laid out a game plan where 50% of the business should be domestic and 50% should be global. Also, 50% should be in wealth management and 50% in other traditional banking areas. That sets a model for other banks. Yield of 3.7%.

Price:
$80.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Tourmaline-Oil-Corp
TOU-T
Eric Nuttall

(Top Pick Aug 19/13, Up 34.01%) One of his largest holdings.  They have a huge amount of acreage and the well results keep getting better and better and better.  Great management teams can identify great acreage.  Confident they will formalize a 20 rig program for next year.  Huge inside ownership.  Coming catalysts.

Price:
$54.100
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 30 of 19,894 entries
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