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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-30 TOP PICK Arc-Resources-Ltd
ARX-T
Robert Lauzon

A quality company that runs its business like it will be around for another 25 years.  Hold it for a long time and see 10% a year.

Price:
$20.330
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
2015-07-30 TOP PICK Cisco
CSCO-Q
Zachary Curry

Whether it is Facebook, Google, YouTube, etc. the backbone of the Internet needs to be there, and this is the best provider. One really neat avenue is that they are going to get into the server side of things, where they are going to their customers saying they will build it, service it and clip the recurring revenue on that service contract. Yield of 2.97%.

Price:
$28.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-30 TOP PICK Walt-Disney
DIS-N
Zachary Curry

Best in class. Have been spending a lot of money in the last 3-4 years, and feels they are going to stop spending and be able to reap the rewards. They are going to be able to increase the cash flows through their theme parks and Star Wars, and hopefully return some of that to their shareholders. Dividend yield of 1.1%.

Price:
$120.030
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-30 TOP PICK Element-Financial
EFN-T
Zachary Curry

(A Top Pick July 10/14. Up 37.13%.) Great company. Has done very well. Recently raised money to take over the GE leasing business. Still get above 70% of their business from the US. They seem to be funding things in a more conservative way. There is no reason this progress can’t continue.

Price:
$19.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-30 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Robert Lauzon

An oil producer, primarily in Saskatchewan that has been hit pretty hard and pays a nice dividend that should not be cut here.  There are going to a lot of acquisitions over the next few years.  He likes the team. 

Price:
$7.120
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
2015-07-30 TOP PICK Whitecap-Resources
WCP-T
Robert Lauzon

Healthy dividend, good management team, good institutional following for raising money when they need to grow by acquisition.  6.5% yield. It has sold off, but does not have a balance sheet problem.

Price:
$11.710
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
2015-07-29 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Sprung

The seem to be in the right place at the right time with more and more of the world turning to other forms of grain/pulses, as a substitution on gluten ingredients. Next year is the year of the pulse, which will give them a lot more attention. They have been expanding their food ingredients side. This is one of the dominant players in pulses globally. Dividend yield of 2.01%.

Price:
$30.640
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
James Telfser

Currently trading at a pretty low valuation based on 1st quarter earnings, which were quite poor, and 2nd quarter earnings which are not expected to be great. This is a seasonal business where the 2nd half is usually much stronger. Raised a bunch of money recently at about $12.25. They have been talking a big game about making acquisitions and looking at assets. This is the sort of business where you if you can buy some quotas and consolidate the industry a little, there are a lot of synergies that can happen. Dividend yield of 1.42%.

Price:
$11.300
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 TOP PICK Hudson-Bay-Co.
HBC-T
James Telfser

Doing great things to their stores, and it is increasing sales. Thinks the situation in Germany is very similar to what they had in Toronto. A few flagship stores with great property values that they have spun into a joint venture that they are really going to fix up and hopefully turn around sales. Also, have online strategies that they are going to focus on. Really the value is in the real estate. He calculates the NAV of around $35, and it is trading at a 25% discount to that. Yield of 0.75%.

Price:
$26.500
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 TOP PICK Manulife-Financial
MFC-T
Michael Sprung

Since the financial crisis, management has done a wonderful job of de-risking the company and making it less dependent on market trends, generating more fee income and turning it more into a wealth management company. Has opertations in Canada, the US and Asia. The operations in Asia seem to be growing quite rapidly. Recently paid about $1.2 billion up front for long-term distribution of products, which is going to serve them well in years to come. Will do very well with interest rate hikes, and he expects more dividend increases over the coming years. Dividend yield of 2.99%.

Price:
$22.980
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 TOP PICK Mitel-Networks
MNW-T
James Telfser

A free cash flow type company that is getting a little bit more on the growthier side with the recent acquisition of Mavenir. Believes that after reporting a few quarters with Mavenir, which is growing at 25%+, you are going to see revenue growth going from 1%-3% to maybe 5%-6%. That is going to cause a re-rating in the shares if they can execute on that, which he believes they can. Trading at 9X earnings. In an environment, where he is having a hard time finding stocks trading below 15X, this name really stands out as being depressed, undervalued and underfollowed.

Price:
$12.010
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 TOP PICK Suncor-Energy-Inc
SU-T
Michael Sprung

Canada’s largest integrated oil/gas company. Have significant operations in the oil sands, which is holding them back for the time being, but they make a great deal of their operating profit from downstream operations. Right now refining and margins downstream are doing quite well. Excellent balance sheet with the wherewithal to take advantage of weaker competitors. Likes this as a long-term hold. Dividend yield of 3.35%.

Price:
$34.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-28 TOP PICK Boralex-Inc.
BLX-T
Bill Harris, CFA

Has great long-term contracts and a very steady cash flow. They seem to be incrementally adding 2%-4% value per year. He feels he can double his money every 10 years. Yield of 3.84%.

Price:
$13.680
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Yes
2015-07-28 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

They have innovative 3-D design manufacturing ordering system for basically modular furniture, largely office, but expanding into healthcare, hotels, hospitality and even residential. They have a huge running room ahead of them. Not a cheap stock, but has checked back to below $7 and is looking very good. Thinks there is huge upside from here, given the growth rate that they have.

Price:
$6.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-28 TOP PICK Labrador-Iron-Ore-Royalty
LIF-T
Bill Harris, CFA

China is making 800 million tons of steel a year, over 50% of the world’s production, but making it to sell to us. Nobody needs that much steel and they are trying to put our steel out of business. Iron ore has really come off and 30% of the world’s production is underwater, so production needs to be turned off. The commodity is now below the cost curve. The Cdn$ fixed costs knocks him onside. This company has no debt. They provide a high-quality product that has to go into steel mills in Europe. Dividend yield of 7.86%.

Price:
$12.900
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Yes
2015-07-28 TOP PICK Suncor-Energy-Inc
SU-T
Bill Harris, CFA

If oil goes down and the Cdn$ drops, it is not horrible but you have to have low cost structure. They have discipline on the financial side and have been able to get their costs down by 30% and can actually make money. Yield of 3.39%.

Price:
$33.180
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Yes
2015-07-28 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Jim Huang

In the traditional printing space, which is shrinking. Advertising is soft and they have been in the cost-cutting mode, which has been offsetting that to some extent. They have reinvested into label printing, which is a growth area for them. Dividend yield of 4.77%.

Price:
$14.250
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-28 TOP PICK George-Weston-Ltd.
WN-T
Jim Huang

Basically the parent company for Loblaw’s (L-T) and Shoppers as well as bakery operations. Loblaw’s has been doing well and their integration of Shoppers is almost done. They have the investment in the IT structure which is almost done. The rest of their holdings of bakery, real estate, etc. have been trading at a very low valuation. At the current level, this could probably double if it went back to its historical range. Dividend yield of 1.61%.

Price:
$105.590
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-27 TOP PICK Bank-of-America
BAC-N
Bruce Campbell (1)

Under Book Value, exposure to US housing and has 10% of US retail banking. Yield of 1.13% and will probably have a dividend increase coming in the next few months. It will also be a beneficiary of the higher rates that are coming in September or December. Probably goes into the $20s a year from now.

Price:
$17.670
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 TOP PICK Blackrock-Inc.
BLK-N
Bruce Campbell (1)

An asset manager that has iShares. A cheap, efficient and chicken way to get some International, non-North American exposure. There are about 40% Europe, Japan and emerging market. A pretty good growth last quarter. Probably rising dividends over time. Dividend yield of 2.59%. He can see this at $400 a year from now.

Price:
$336.240
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 TOP PICK CT-Real-Estate-Invest-Trust
CRT.UN-T
Derek Warren

He is leaning a bit defensive here.  Great real estate team.  This is a core name with him.  There are opportunities for growth.  It is a good, stable portfolio.  You get the income, but not the volatility.  They might add more retail to their properties.

Price:
$12.230
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-27 TOP PICK InterRent-REIT
IIP.UN-T
Derek Warren

He likes that it is exposure to Ontario, which is a hot market.  You are seeing visibility of low cap rates and developments that will come online.  This will continue to provide income.  The returns will be a little more stabilized than the last few years.

Price:
$6.200
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-27 TOP PICK Merus-Labs-International
MSL-T
Bruce Campbell (1)

Cashed up. A junior Valeant (VRX-T) or Concordia (CXR-T) with higher growth and a much cheaper valuation. Filed a shelf registration for $250 million in equity. Also, listed in New York (MSLI-N), so they can file the shelf. The market thinks that means there is an acquisition coming soon. Upon an acquisition, he sees $4 if they do what he thinks they are going to do. New CEO made a really good impression on Bay Street in the last little round. Very possible that you could make 33% in 6 months.

Price:
$2.930
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

Garden style apartments in Texas.  An excellent portfolio and you are buying these apartments at a discount.  You also get the benefit of the weaker Canadian dollar.

Price:
$4.990
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-24 TOP PICK Alaris-Royalty
AD-T
Jeff Young

This has a bunch of different businesses such as End of the Roll carpets, Planet Fitness, a Texas construction company. It is a great value proposition to the owners of these companies. Instead of going through a regular private equity type shop, who wants to take a big piece of the equity and try to get control, they invest through a preferred share type of arrangement where it is tied to the top line with built-in collars to grow that over time. Dividend yield of 5.24% and he expects to see continued dividend growth.

Price:
$30.570
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-07-24 TOP PICK Capstone-Infrastructure
CSE-T
Jaime Carrasco

This company has a lot of green clients that care for green energy, and these guys are definitely the leader. The stock is down quite a bit, so it is a great entry point. Good dividend at 9.77%. His company has it with a $3.50 target.

Price:
$3.070
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 TOP PICK DH-Corporation
DH-T
Jaime Carrasco

This is one of those nice boring companies that continues to pay a dividend. They have been transforming themselves into a high-tech company that delivers the same processes. Management is doing very well. His company has it with a $48 target. Dividend yield of 3.04%.

Price:
$42.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 TOP PICK Fairfax-India-Holdings-Corp
FIH.U-T
Jaime Carrasco

A holding company and a growth model of India. High in cash right now and are looking to acquire into India. India is a great place to be playing the Asian market. That is going to be the new economic bloc where growth is going to happen.

Price:
$11.980
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 TOP PICK Industrial-Alliance-Life-Ins
IAG-T
Jeff Young

Has been more beat up in the market compared to Sun Life Financial (SLF-T) and Manulife (MFC-T), because it has less exposure to outside of Canada, although they do have a bit of US business. Also, their asset management business is seeing a little bit of negative flow. This has brought the stock price down to a level where he is comfortable buying it. Growing Book Value at about 10% a year for over a decade now. Expects to see acquisitions in US insurance and on the asset management side. Dividend yield of 2.76%.

Price:
$39.810
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-07-24 TOP PICK Microsoft
MSFT-Q
Jeff Young

Recent earnings were not ideal and they really haven’t grown them over the last several years, so it is kind of a call on the new CEO righting the ship and refocusing away from their forays into other companies. They are focused more on what the world is going to look like going forward with Cloud Services, Office 365 and Windows 10 coming out. There is a refocus on what they are good at and a good vision of what the future’s going to hold. You could see multiple expansion if the earning start to grow. If you add that to some earnings growth, a couple of years out this will be a decent return. Dividend yield of 2.69%.

Price:
$45.940
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 30 of 21,248 entries
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