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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-02-10 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

A great company and the largest company in the world. People are questioning how they can possibly do any better than they have. There are probably around 600 million iPhones out there, about 2 million 6’s, which means there is about 4 million odd 3’s, 4’s and 5’s. If you upgrade 50% of those every 2-2.5 years, that is 100 million of demand from just upgrades, taking out growth in the marketplace and China, which is growing by leaps and bounds. They are just getting involved in India. Trading at 10X earnings.

Price:
$94.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Swanzy Quarshie

She picked this, not only because she thinks oil prices are going to go up, but the business has not been impaired like others in this environment. You want to be exposed to a company that is not going to fall apart, but also has an upside opportunity. Operationally things are going great for them. Decline rates in production are slowly coming down, which means they have to spend less capital. Dividend yield of 8.66%, but wouldn’t be surprised if they cut this again.

Price:
$13.660
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-02-10 TOP PICK Walt-Disney
DIS-N
John O'Connell, CFA

(A Top Pick March 10/15. Down 12.76%.) Just bought more today. A wonderful company. It has Star Wars and there are going to be more Star Wars. Being criticized by analysts who have never run a company themselves.  Bob Iger bought the Lucas Film franchise for $4 billion, and the 1st movie he put out generated $1.5 billion in profit.  This is the most sophisticated company in the media business in the world. It is not just about ESPN or Star Wars. Theme park business revenues were up 15% this last quarter. Their theme parks in China are opening up. Their movie business is hugely profitable.

Price:
$88.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 TOP PICK Facebook
FB-Q
John O'Connell, CFA

In many respects they have a better mouse trap from an advertising perspective than what Google does. Management is fearless and clearly a visionary. Strong balance sheet and rapid, rapid growth. Trading at 30X earnings, so it is a little bit rich, but they are knocking the ball out of the park. Thinks it could be the largest company in the world in a couple of years.

Price:
$101.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 TOP PICK Gibson-Energy
GEI-T
Swanzy Quarshie

Big transporter and storer of oil. Has traded a lot with commodity prices, which is a little unjustified. Valuation wise it looks really compelling versus its peers. Have spent a lot of money on terminals and pipelines to gather oil in the heart of Edmonton for shipment. This should improve their cash flow profile. Has a lot of “take or pay” contracts which provides a lot of help. Dividend yield of 8.55%.

Price:
$14.910
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-02-10 TOP PICK Vermilion-Energy-Inc
VET-T
Swanzy Quarshie

They have not impaired their balance sheet with what is going on in oil prices. This does really nicely for higher oil and gas prices, and the company will do quite well in that environment. Also thinks its business has been proven. There is going to be a lot of free cash flow generated from its current project offshore Ireland. Have already drilled the well and just have to turn the taps on and wait for the money to come in. Great management team. Dividend yield of 7.85%.

Price:
$32.460
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-02-09 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

Just reported and they were good numbers. A good slate of movies has helped traffic. Very good operators. They are always able to improve their revenue spend per patron. Have been able to increase their concession spend. They are trying to diversify their revenue base by getting into online gaming. Dividend yield of 3.2%.

Price:
$48.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Enbridge
ENB-T
Andy Nasr

You don’t buy this if you worry about oil going to $25, because the stock would get weaker. He always makes sure that he has a long-term time horizon in mind when looking at these companies. Doesn’t think $25 oil is sustainable over a 5-10 year time horizon. They have capital requirements they are going to have to fund at some point. There is speculation they may come to the market with an equity issue. Even if they don’t get the money, given their vast presence in North America and oil distribution, you can rely on the cash flow. Dividend yield of 4.77%.

Price:
$44.770
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Gildan-Activewear-Inc.
GIL-T
Andy Nasr

This has sold off a lot since the beginning of the year. They report in a couple of weeks and thinks the numbers are going to be a little bit light. You are looking at about $1.70 for next year, however in a few years you could see earnings approach $2.50 US. Substantial earnings growth because they are investing heavily in new capacity. Have dominant market share in the areas they are in, and that should increase, especially as they penetrate the retail market. Can see this growing 15%-20% in the next few years. Dividend yield of 1.11%.

Price:
$31.550
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Christine Poole

This had a big pull back to $700. Reported a great quarter last week. This is the biggest online search company, and online advertising is a secular growth industry. Thinks it still only represents about 30% of the overall ad-spend when a company looks at their advertising budget, and it should increase over time. With this company’s dominance in search, they will get a larger share of that advertising budget. Thinks earnings can grow in the 18%-20% range for the next few years. Trading at a 20X multiple, and a 1.5 PEG ratio.

Price:
$701.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Home-Depot
HD-N
Christine Poole

A very good operator and capital allocator. Primarily US at about 90%. The rest is Canada and Mexico. This is a play on the US economy. The consumer is healthy, employment is healthy. When people feel better they spend more on their home. When the job market is robust, they tend to move. Housing starts are still way below normalized levels, and should slowly improve. They always pay out 2% of their earnings in dividends. Dividend yield of 2.07%.

Price:
$113.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK George-Weston-Ltd.
WN-T
Andy Nasr

He is trying to position his portfolio somewhat defensively given the volatility he is seeing in Canada. This has a relatively strong balance sheet with a lot of cash, along with the bakery business where they can potentially unlock some of the value. Dividend yield of 1.66%.

Price:
$103.020
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Agnico-Eagle-Mines
AEM-T
Robert McWhirter

It has been a star recently.  It is a gold company that pays a dividend.  There is 10% trailing cash flow so lots of room to increase the dividend.  2.3% free cash flow.  PE is .38.  It is one of the few gold companies with attractive fundamentals going forward.

Price:
$47.240
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
No
2016-02-08 TOP PICK Boralex-Inc.
BLX-T
Robert McWhirter

940 Megawatts of power in three countries.  3.5% yield and a reasonable payout.  Earnings estimates were cranked up by 14% in the last 90 days.

Price:
$15.190
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2016-02-08 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

This is a niche business in the non-banks sector. The stock has fallen back partly because the market has been waiting 2 years for them to get their Schedule 1 bank license. When they do get it, it opens up a lot more doors in terms of marketing. (A lot of banks will deal only bank to bank in terms of a foreign exchange vendor.) Also, it would give them direct access to Central Banks, so they don’t have to pay a middleman in order to get access to foreign exchange. Thinks they are on the cusp of getting that bank license. Unfortunately, the summer election and the change in government have delayed that.

Price:
$22.010
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Mylan-Inc
MYL-Q
Jerome Hass

Long. (A Pairs trade with a Short on Valeant Pharma (VRX-T). In a Pair trade you really have conviction on both sides. In this instance, while he likes Mylan as a Long hedge position, the conviction actually lies with Valeant as a Short, which still has a lot of fundamental problems ahead of them.

Price:
$50.450
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Saputo-Inc.
SAP-T
Robert McWhirter

Cheese, Yogurt, and Dairy.  1.5% dividend, 25% payout.  A 12% earnings surprise.  There is a pretty good opportunity for this stock going forward and it is a safe heaven.

Price:
$37.040
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2016-02-08 TOP PICK Shawcor-Ltd.--A-
SCL-T
Jerome Hass

*Short*. A pipe coating company. Has had it as a Top Pick twice in the past, but on the Long side. About a year ago he decided that there were so many headwinds the company was fighting in the sector, that he exited his Long positions. They are going to have a very tough 12-18 months ahead. When the oil/gas sector does roll over, they’ll be one of the last to respond to it, so there’ll be plenty of time to cover a Short if there is a rally in the market. A great company and he’ll be coming back to it in the future as a Long position.

Price:
$28.780
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Valeant-Pharmaceuticals
VRX-T
Jerome Hass

Short. (A Pairs trade with a Long on Mylan (MYL-Q). In a Pair trade you really have conviction on both sides. While he likes Mylan as a Long position, his conviction actually lies with this company as a Short. They still have a lot of fundamental problems ahead of them.

Price:
$124.880
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Linamar-Corp
LNR-T
Allan Meyer

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also, has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.

Price:
$52.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Metro-Inc--A-
MRU-T
Allan Meyer

Trading around its market multiple on earnings, so is pretty comfortable with it. It also has a low debt level and good interest coverage. For uncertain times, this is a nice stable area where you won’t see a huge amount of fluctuation in their revenue or earnings. 1.36% dividend yield.

Price:
$41.090
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Proctor--and--Gamble
PG-N
Hap (Robert) Sneddon FCSI

This is a way to play the consumer staples sector where you are trying to get the best of the group. Has an upside target of around $97. The risk/reward is pretty good from here.

Price:
$81.200
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Transalta-Renewables
RNW-T
Allan Meyer

The parent company Transalta (TA-T) keeps pushing their stuff down, and doesn’t want to see them get into any trouble. Owns wind farms and some Hydro operations. Payout is high at 90%, but he is not concerned about the dividend. Dividend yield of 8.64%.

Price:
$10.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Trans-Canada-Corp
TRP-T
Hap (Robert) Sneddon FCSI

A good place to get back into. It sort of represents a “1st in/last out” philosophy. The downtrend has been broken. They are trying to focus on liquid gases to diversify bases a little. Has a really nice dividend. His target a year from now is around $59.

Price:
$49.400
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Hap (Robert) Sneddon FCSI

A good example of a name that has been beaten up, which he thinks has done something really interesting. Thinks this is going to get to $79 from cost savings through 269 stores being shut and them focusing on their express, groceries and pharmacies.

Price:
$67.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Apple
AAPL-Q
Brian Acker, CA

44% upside.  They missed on their iPhone volumes.  It is not devastating.  His model price is still $138.  He does not think you can get hurt here.  The 2% dividend will probably go higher.

Price:
$96.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK Arc-Resources-Ltd
ARX-T
Michael Sprung

In exploration, development, crude oil, natural gas and natural gas liquids. They are in 5 core areas. One that they are putting a great deal of emphasis on is the Montney area, where they have had great success. Trading at 6 to 8 times price to cash flow. Has a very strong balance sheet and very good participation in their DRIP program. Dividend yield of 6.56%.

Price:
$18.290
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

For a long time this bank had a premium valuation. With their exposure to South America, which is largely dependent upon mining, that valuation has come off quite a bit. Their main exposure is in Mexico, Chile, Peru and Colombia, and the view is that their GDP growth is likely to be under 3% for the next year or so. However, they are gaining market share there. Efficiency ratio is fairly strong, so it is a profitable region for them. Trading at about 1.4 X Book. Dividend yield of 4.82%.

Price:
$56.860
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

His model price is double what it is trading at now.  They have a HEP-C drug that cures for $90k per person.  The market is overreacting to congress’s desires with drug prices.

Price:
$86.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK General-Motors-Corporation
GM-N
Brian Acker, CA

Model price is 32% below the current price.  GM is spinning off GE capital. Investors get to decide if they want Synchrony or GE.  He thinks the valuation will go up substantially.  3.2% dividend.

Price:
$28.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
Showing 1 to 30 of 22,045 entries
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