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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-07-22 TOP PICK Corby-Spirit-and-Wine--A-
CSW.A-T
Colin Stewart

The really interesting element is that whiskey is the big hot trend in the spirits business, and Pernod, their parent, does not have a US whiskey brand. Corby partnered with J P Wisers, their Canadian Rye brand, in order to make a big push into the US. They are just in the early stages. If successful and gets traction, this company’s earnings could go up substantially. If this expansion is successful, you are either going to get a big dividend increase, or Pernod is going to come along and try to buy the remaining piece of this company. Yield of 3.51%.

Price:
$20.970
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Yes
2014-07-22 TOP PICK Hudson-Bay-Co.
HBC-T
Colin Stewart

Doesn’t love department stores, but this is a unique opportunity. There are 3 really prominent retail brands under this company, The Bay, Lord & Taylor and Saks. This is run by the real estate Baker family, and the real opportunity here is the monetization and the hidden value of the real estate. $5.5-$6 billion enterprise value company. Thinks the real estate alone could be worth $4 billion, which means you are buying the retail operation for about 3X enterprise value to EBIDA, a very depressed multiple yield of 1.2%.

Price:
$15.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Yes
2014-07-22 TOP PICK Horizons-S-and-P-TSX-60-Equal-Weight-ETF
HEW-T
Terry Shaunessy

(A Top Pick July 24/13. Up 18.77%.) Likes this because it de-emphasizes financials a little bit. As the property market flattens out, some of the profitability of Canadian banks flattens out as well. The leadership is more with energy and materials.

Price:
$12.990
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2014-07-22 TOP PICK Madison-Square-Garden--D-
MSG-Q
Colin Stewart

Entertainment, sports, media company that has a mix of 3 different core businesses. They own the New York Knicks and New York Rangers. People are putting very large values on sports franchises. They also own Madison Square Gardens, and have the development rights/air rights above the building, to build an office building or condo eventually. Thirdly have the regional sports network, which is somewhere in the neighbourhood of $350 million a year. The combination of these things could make it worth as much as $100 a share. Feels the Dolan family could make a bid to make it private at some time.

Price:
$60.220
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Yes
2014-07-22 TOP PICK Vanguard-US-Total-Mkt-Ind-ETF
VUN-T
Terry Shaunessy

Total US market. So this is big cap, mid-cap and small cap. You can buy this either hedged or unhedged. This is the unhedged total US market cap, and VUS-T is the one that is hedged.

Price:
$29.920
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2014-07-22 TOP PICK iShares-S-and-P-TSX-Gb-Base-Metals
XBM-T
Terry Shaunessy

Any time he has the opportunity in his portfolios to buy international or US indexes in the Canadian market, he does it. This does not have gold in it, but is straight base metals. Nobody has put any new money into mining, and there is not a lot of capacity there. Feels that once this gets going, you are going to see a lot of action in the mining sector. It will always be the big cap guys that lead the sectors back, and that is why he has started with this one.

Price:
$15.510
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2014-07-21 TOP PICK Argonaut-Gold
AR-T
Bruce Campbell (1)

Started to buy this again recently. Just reported production, which was about a 7% miss, so the stock has pulled back. Currently trading $0.65 from its NAV. There is production growth coming. This was just a quarter that got pushed into the back half of the year, so they kept guidance the same. Thinks it is easy for this to go to $5 again. This is a seasonally strong period for gold (and silver), so he thinks there is at least a trade in this. Low cost producer at about $700 an ounce.

Price:
$4.180
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 TOP PICK Cineplex-Inc
CGX-T
Bruce Campbell (1)

This is the 1st time in a while that there has been a decent pullback (10%) because of the lack of blockbusters. Third and 4th quarters are going to be better. Thinks you will get about a 10% return plus the dividend, giving you a 14%-15% return, with a ton of safety. One of the best management teams out there.

Price:
$39.150
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 TOP PICK Encana-Corp
ECA-T
Ron Meisels

It is almost all pulled back.  A huge base and then a break out.  We had one leg and now we will get the second.  Buy it today or tomorrow.

Price:
$23.110
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2014-07-21 TOP PICK Husky-Energy
HSE-T
Ron Meisels

(Top Pick Jan 20/14, Up 4.08%) It is in a major uptrend although it went through a correction recently.  This is an ideal buying opportunity.  Average up, rather than down.  It had a double base and then a break out.  It is pulling back so as to provide another buying opportunity.

Price:
$34.260
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2014-07-21 TOP PICK Paramount-Resources
POU-T
Bruce Campbell (1)

Gas producer. Has fantastic growth. They are going to double production, and cash flow is going to jump in 2015, and then again in 2016. The Riddell family is in on this, and they are very sharp. They basically run it like a private company and think 10 years ahead. He thinks this is a $75 stock.

Price:
$55.590
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 TOP PICK Trans-Canada-Corp
TRP-T
Ron Meisels

Good yield, coming out of a big base last summer.  It is looking good with Keystone XL.

Price:
$54.280
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2014-07-18 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Mohsin Bashir

Spinning off tons of cash. One of the largest senior producers in Western Canada, and produce about a million barrels of oil a day. Phase 2 expansion in Horizon as well as its thermal projects, gives it a really good line of sight for amping up its production with another 250 million barrels by 2017. This will mean an extra $2 billion per year of free cash flow available, which could be used for increasing dividends or further asset purchases. Also, have a nice handful of royalty assets that could be spun out. Yield of 1.89%.

Price:
$48.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-18 TOP PICK Matthews-International
MATW-Q
Mohsin Bashir

One of the most important key suppliers to the death care industry, in supplying caskets and cremation equipment to funeral homes. Own 70% market share in bronze and granite memorials. In the US there are a higher number of people that are opting for cremation, about 36%, which is forecasted to grow to about 56% in 10 years. Yield of 1.03%.

Price:
$43.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-18 TOP PICK Medtronic-Inc
MDT-N
Mohsin Bashir

On the cusp of a transformational acquisition, the $43 billion purchase of Covidian (COV-N). This changes their headquarters with a tax inversion deal, making Covidian a 30% owner of the new Medtronic. In order for a tax inversion to take place, you have to own at least 20%, so maybe the extra buffer of 30% will appease regulators, and keep everybody happy. This would allow them to have foreign profit, somewhere in the realm of about $14 billion, and be able to re-disperse them among their existing shareholders. A good line of sight for a growing dividend, further share buybacks, as well as future tuck in acquisitions. This deal would make them the biggest and most diversified medical devices company globally. Also, developing a series of new products. Yield of 1.97%.

Price:
$62.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-18 TOP PICK Vangrd-European-E.T.F.
VGK-N
John Hood

This is about 600 European stocks, of which about 30% is UK. There are a number of European ETF’s, but likes this one because it is well diversified.

Price:
$58.970
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-18 TOP PICK Vanguard-Total-Stock-Market-ETF
VTI-N
John Hood

Has about 3400-3500 holdings. It is basically the whole market including large caps, small caps, mid-cap and micro-cap. If the recovery is real, this will be picking up the smaller players as well. It will be more volatile if the market turns down.

Price:
$102.140
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2014-07-18 TOP PICK iShares-S-and-P-TSX-Equity-Income
XEI-T
John Hood

Used to think it was too expensive, but when Blackrock chopped the prices on a number of their ETF’s, including this one, it made it worthwhile. Plus it is paying a dividend of about 4%. This is more for his income focused accounts.

Price:
$23.490
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-17 TOP PICK CASH
CASH
Keith Richards

(A Top Pick May 27/14.) Originally he held about 25%-26% cash, but recently deployed about 5%, so is now down around 21%. Likes to see some cash right up until October. Thinks that over the next few weeks, there is a reasonable opportunity for a pullback, and he wants the cash to Buy some good stuff.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-07-17 TOP PICK Encana-Corp
ECA-T
Keith Richards

Longer-term chart shows this had been in the doldrums during 2012 and 2013, and then broke out. It is now coming back to test the breakout. It could fall another $1, and he would consider picking up more. Yield of 1.31%.

Price:
$22.920
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-07-17 TOP PICK CGI-Group--A-
GIB.A-T
Keith Richards

On the short term, it is starting to show a bit of an upswing. The long term chart shows a long-term upward trend is in place. Thinks the stock is going to continue on its merry way, because they just keep landing contracts and the trend is in place. A great story.

Price:
$38.060
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-07-17 TOP PICK Kelt-Exploration
KEL-T
Robert Lauzon

Management owns 20% of this company.  There is some upside in reserves and they will probably beat production numbers.  A good entry point.

Price:
$13.500
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-17 TOP PICK Pine-Cliff-Energy
PNE-X
Robert Lauzon

Mixture of value and growth at a reasonable price.  Getting hit pretty hard today so you are getting a good deal.  Dry gas producer – less costly to drill.  They can do some nice acquisitions over the next year.

Price:
$1.380
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-17 TOP PICK Tourmaline-Oil-Corp
TOU-T
Robert Lauzon

Great management team and great asset base.  They alluded to now having close to 20 rigs.  They have a good track record of executing well in the past. 

Price:
$51.950
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-16 TOP PICK Bonavista-Energy-Corp
BNP-T
Joanne A. Hruska, CFA

More gas weighted than oil weighted. The knock on the stock was that their debt was getting up. Had some management changes at the top, and people were not showing it any love. Have a fair amount of gas production hedged, so if gas doesn’t work out, they are going to be well protected. Have made their operations much more efficient. Feels the valuation is definitely among the lower end of similar sized yielding trusts.

Price:
$14.810
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-16 TOP PICK Cequence-Energy-Ltd.
CQE-T
Bill Bonner

Sold non-operated, non-core assets to focus on their Alberta Montney play. This hasn’t got a ton of respect from the market in the past couple of years, but have now demonstrated they deserve the multiple they are currently getting. Boiling down the numbers, you can build a case for cash flow escalating from $0.30-$0.40 to $0.75-$0.80.This will probably garner a premium multiple as they develop their Montney assets. Have lots of play content in the Montney. Have $10 million in the bank and an undrawn line of $135 million.

Price:
$2.530
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-07-16 TOP PICK Crew-Energy-Inc.
CR-T
Joanne A. Hruska, CFA

Natural gas. Mostly focused in Northeast BC. Even though the stock has gone up quite a bit, the valuation is still isn’t bad. Also, have some oil in Northeast BC. Thinks they are going to have a good few years.

Price:
$10.780
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-16 TOP PICK Long-Run-Exploration
LRE-T
Joanne A. Hruska, CFA

Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.

Price:
$5.500
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-16 TOP PICK Painted-Pony-Petroleum
PPY-T
Bill Bonner

Feels there is still a ton more upside. Recently sold the genesis of the company, oily assets in Saskatchewan, to focus on the Montney play in Northeast BC. Montney offers some of the best economics in the Western Canadian basin, and this company has a significant land base there to take advantage of it. Originally budgeted about 20-21 wells this year, and they are going to be able to double that with the sale of the Saskatchewan assets. They are in the way of the big guys. Somebody is going to want to own those assets once they develop a little further. If they choose to develop them fully by themselves, they will get the cash flows and production levels that will impress the market.

Price:
$12.210
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-07-16 TOP PICK Petrowest-Corp
PRW-T
Bill Bonner

Have a big presence up in NW BC with a ton of equipment in the region all the way out to the coast. Have things that can grade roads and devices that can mulch the trees. Have a good core business going. There is a big damn project that BC Hydro is working on. This gives you 2 big capital intensive projects unfolding, LNG and the Site C Dam. This company is right in the middle of all that. They will probably do North of 50 million EBITDA next year. He could see the stock going well north of $2.

Price:
$1.330
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
No
Showing 1 to 30 of 19,732 entries
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