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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-04-16 TOP PICK Bank-of-Montreal
BMO-T
Jerome Hass

(SHORT) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). (See comments under GCG.A-T.)

Price:
$76.080
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-16 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

Starting to get a little bit more recognition, but the key catalyst is that they are going to get a bank license at some point, which really opens up their marketing efforts and also helps to bring down their costs so they can buy directly from central banks. The #3 player in Canada and #4 in North America.

Price:
$12.700
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-16 TOP PICK Guardian-Capital-Group
GCG.A-T
Jerome Hass

Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). In 2001 they sold its mutual fund business to Bank of Montréal in exchange for 5 million shares. Have been sitting on the 5 million shares ever since. These holdings plus some of their other listed holdings, actually comes out to $14.25 at the end of the last quarter. Stock is trading at about $16.60-$16.70 and if you strip out the $14.25, the underlying business is trading at about 3X this year’s earnings, ridiculously cheap. There is also a scarcity of independent asset managers, so one day somebody is going to come and take out this company. He has had this trade on since April 2009.

Price:
$17.200
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-16 TOP PICK General-Electric
GE-N
Rick Stuchberry

This is a lagging play. Almost a proxy for the US economy, which hasn’t caught fire yet. With this company, you have finance, industrial, transportation, power, etc. If he is wrong and the market backs off a little bit, this will hold its own with its yield of 3.39%.

Price:
$26.120
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 TOP PICK Banco-Santander-SA
SAN-N
Rick Stuchberry

This bank did not take any government money through all the bailout in Europe. In the last 5 years, it has been a buyer of other banks. Positioned in Europe at about 40%, 10% in the US, but very big in Brazil and Mexico. Likes the mix between developed and emerging-market exposure. Growth should come as Latin America turns around. Yield of 8.48%.

Price:
$9.800
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 TOP PICK Starbucks
SBUX-Q
Rick Stuchberry

Doesn’t have as much yield as he likes, but growth is quite phenomenal, especially in Asia. They have really focused on growing in China and India and the demographics are really positive for them there. It continues to reinvent itself. Acquired Teavana because in a lot of the emerging markets, tea is more popular than coffee. Looking out 5 years, this company has the growth that he wants.

Price:
$70.790
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 TOP PICK Veeva-Systems-Inc
VEEV-N
Jerome Hass

SHORT. A software company in the CRM space and they use, as their building blocks, the large SalesForce.Com (CRM-N). As a condition SalesForce said you can only sell in the healthcare space. They already have 45% market share and there are 3 players in there. Doesn’t know how much more they could grow. Did an IPO 6 months ago. Initial IPO range was $12-$14 and they bumped it up to $20. If they were willing to sell their shares at $12-$14 and they are now at $24, you have to think that there are a lot of people who will be motivated to sell shares. He has been seeing this over the last 4-5 months. Also, their partner and supplier just announced they are going to become a competitor.

Price:
$22.630
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Keith Richards

This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.

Price:
$43.310
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-04-15 TOP PICK CASH
CASH
Keith Richards

For the past 2 years, the market has been kind of volatile usually from around April or May and often troughing or making some kind of the summer bottom between June and September. He is looking to deploy some cash into some cheap stocks over the next few months.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-04-15 TOP PICK KKR--and--Co.-LP
KKR-N
Jennifer Radman

Their business is firing on all cylinders.  There was a pullback with the market.  They sell assets into the strong market, which allows them to collect their performance bonus.  The challenge will be investing in it, but with conservative return assumptions she gets pretty decent upside on it.  It also invests some of its own money in its investments and that contributes to the net asset value of the company.

Price:
$22.110
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Kohl-s-Corp
KSS-N
Jennifer Radman

(Top Pick April 18’13, Up 17.83%) The whole group sold off because of the weather.  It’s a temporary issue.  They will be able to fire on all cylinders at some point then they get a re-rating.  A good entry point.  It seems to be the one that is being ignored.  They have tough competition, but she thinks they can compete.  At some point she thinks you will see everything firing and you will get a much higher share price.

Price:
$54.430
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Varian-Medical-Systems
VAR-N
Jennifer Radman

Cancer rates are expected to increase across the world as the population ages.  The issue had been slow growth in the US, but she thought it was the shifting of the healthcare system.  Last quarter we saw an uptick.  They are also now selling their machines into developing markets.  A lot of room for growth here.

Price:
$82.060
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

This is a seasonal play. Staples tend to do better over the summer. Also, from a technical perspective, it doesn’t look too bad. Chart is just starting to see a breakout right now of the highs of 2013. Thinks this will be a good position to hold for the next 3-6 months.

Price:
$43.200
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-04-14 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.

Price:
$521.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-14 TOP PICK CASH
CASH
Josef Schachter

Keep 20-25% cash in oil weighted part of portfolio.  We could have a 20-30% correction.  There will be another great buying opportunity soon.

Price:
$0.010
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

The voting shares.  You should always own the voting shares.  They don’t want control to fall to someone in the marketplace if one of the top guys dies.  A great company.

Price:
$548.700
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-14 TOP PICK Long-Run-Exploration
LRE-T
Josef Schachter

(Top Pick May 21/13, Up 31.81%) They made another acquisition last week.  They went into a dividend model, but they aren’t paying out that much of their cash flow.  50% Nat Gas.  Raised their dividend to 7.44% late last year and he thinks the dividend could be increased again in 2015.

Price:
$5.440
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 TOP PICK Sterling-Resources
SLG-X
Josef Schachter

He owned it in the past.  Significant discovery in the UK north sea in 2010.  Then he felt there would be delays and recommended selling it.  In Q4 2013 they brought it online.  They get a rig to start with this month.  Under 2 times cash flow.  Another field comes on Q2, 2015.  The management is on a road show this week in Canada.

Price:
$0.720
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2014-04-14 TOP PICK Spartan-Energy-Corp
SPE-X
John O'Connell, CFA

Picking off companies that pay out too much in dividends.  It is fairly valued to modestly cheap.  Lots of low hanging fruit.  They are going to create shareholder value. 

Price:
$3.870
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-11 TOP PICK Canyon-Services-Group
FRC-T
Martin Davies

They frack oil and gas reservoirs extremely well and in Canada.  Squeaky clean balance sheet.  Pays a nice dividend.  We had a falling off of utilization rates in 2013.  They were also dragged down with problems of Trican.  They then weaseled into some new work with Progress in Northeast BC.  Massive operational efficiencies with this company. 

Price:
$14.020
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-11 TOP PICK Tourmaline-Oil-Corp
TOU-T
Martin Davies

Cash flow is going to double this year.  That is huge.  They have found new ways to tweak old reservoirs through pad drilling, new science, and fracking.  They are targeting formations where there is a lot of condensate which is very valuable.  This company has a growing production from condensate.  Only 10 times cash flow.  It is cheap.

Price:
$54.520
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-11 TOP PICK Whitecap-Resources
WCP-T
Martin Davies

A yield company.  Very, very sharp at clever acquisitions.  They just purchased an imperial oil asset and now can grow at a very good rate.  5.1% yield.

Price:
$13.230
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-10 TOP PICK Apple
AAPL-Q
Don Lato

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.

Price:
$523.480
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 TOP PICK Agnico-Eagle-Mines
AEM-T
Philippe Capelle

If you need to own a precious metal you need one that delivers.  This one has a great growth profile.  It is THE company of size that benefits from the Canadian dollar weakness.

Price:
$34.320
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-04-10 TOP PICK Bauer-Performance-Sports-Ltd.
BAU-T
Don Lato

18% increase in bookings for next quarter.  12 times earnings and could easily be at 14-15 times.

Price:
$14.790
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 TOP PICK Calfrac-Well-Services-Ltd
CFW-T
Philippe Capelle

Loves oil service industry.  Pressure pumping sector has more upside from here.  These guys specialize in it.  They are at the international level.  There will be increased utilization that should lead to pricing power in 2014/15.  Don’t go by ‘Sell in May’ on this one.  You might be okay waiting until the end of June.

Price:
$35.150
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-04-10 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Philippe Capelle

There are a number of catalysts.  40% unhedged Natural Gas.  One of the names that will benefit most from the differentials decreasing.  XL would benefit them.  High single digit growth profile can allow the dividend to continue to grow.

Price:
$44.010
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-04-10 TOP PICK NCR-Corp.
NCR-N
Don Lato

Does not understand why this stock has lagged so much.  They took on additional debt.  More and more the business is moving to software and the recurring revenue model.

Price:
$33.940
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-09 TOP PICK Prada
1913-HK
Mark Grammer

Prada - Has avoided this company since the IPO, but it has now sold off dramatically. Feels the market has unduly punished them. Merchandising has been fantastic. Yield of 2.05%.

Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-04-09 TOP PICK Adidas
ADS-DAX
Stan Wong

Mr. Wong referred to the symbol AADDYY-O.  A new position.  Will do quite well with the economic recovery in Europe and the FIFA world cup.  They will get a lot of press and a lot of purchases.  Are under pressure in share price due to exposure to emerging markets, but he thinks emerging markets will be a big beneficiary for this one.  15% earnings growth expected.

Price:
$0.001
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 30 of 19,326 entries
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