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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-12-19 TOP PICK Walt-Disney
DIS-N
John Zechner

When you look at what they own and what they have, this is what everybody wants to be. They want content, they want integrated content. Their acquisitions have been phenomenal. Yield of 1.24%. A multiple of 20 times, in this environment, is not expensive.

Price:
$92.890
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-19 TOP PICK Martinrea
MRE-T
John Zechner

He is looking for things that are more deep value oriented. This has some growth over the next couple of years, and is trading at a fairly discounted multiple. There has been some disappointment over the management shuffle and infightings over the past years, but in terms of the programs they have put in place and the spending, he can see an earnings growth over the next couple of years of 35%-40%. Also, they have great exposure to aluminum, and using this in cars is a trend going forward. Yield of 1.21%. Can see it 40%-50%-60% higher in a couple of years.

Price:
$9.770
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-19 TOP PICK Talisman-Energy
TLM-T
John Zechner

When he sees what Repsol is paying for this company, he wonders what they are doing. If you own, take your money and run.

Price:
$9.140
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-19 TOP PICK Transat-A.T.-Inc--B-
TRZ.B-T
John Zechner

Not really an airline per se, but is really a travel company. They own the hotels and the destinations. That has always been a lumpier business which has impacted the stock. They are sitting on almost as much cash per share as the current share price, so you are getting almost the operating company for free, and it is generating $100 million in operating earnings. Have done a restructuring on their transatlantic routes because they were losing money in France, but have done a lot to drop the costs there. Now they have to fix their winter destinations a little bit. Very cheap.

Price:
$8.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-19 TOP PICK WSP-Global-Inc.
WSP-T
Keith Richards

An engineering and international success story. There has been a long-term consolidation on this, in or around the high $20 area. It broke out in 2013 and broke through the previous high of around $33. It is now coming back to test. He bought on the breakout, which it is testing right now. It is probably a buying opportunity again. This stock should do well over the next few years.

Price:
$34.900
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2014-12-19 TOP PICK SPDR-Technology-ETF
XLK-N
Keith Richards

(A Top Pick Nov 7/14. Up 2.32%.) Managing to hold its head above water. Technology stocks are bullish, usually until around the end of January, but sometimes he will hold them right through to the spring. The trend on the stock has been great for 3-4 years. He is very bullish on technology. The seasonal trade ends at around the end of January, but he’ll hold this right to the spring if the trend keeps going up.

Price:
$41.570
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2014-12-19 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
Keith Richards

From a seasonal perspective, you tend to get a bit of a pop from December to around April or so. Chart shows an uptrend through 2013 followed by a consolidation in 2014. It is now just starting to break out. He will play this for the next 4-5 months.

Price:
$21.320
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2014-12-18 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

Agricultural commodities and agricultural products are his favourite assets. The thesis is that farmland is being eaten up by urbanization. Global population is now over 7 billion. As farmland goes down and population goes up, it is a supply/demand thing. There are very few hard assets that have such a steady, but consistently positive upward sloping growth chart like this one has.

Price:
$30.950
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-18 TOP PICK iShares-MSCI-ACWI-Low-Carbon-Target
CRBN-N
John DeGoey

This is a global product with a low carbon footprint. (A brand new product.) Exposure to high carbon things can be a real drag on your portfolio performance. It doesn’t exclude carbon products; it just significantly underweight’s them, while getting exposure to the rest of the world.

Price:
$92.550
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-12-18 TOP PICK Walt-Disney
DIS-N
David Burrows

One of the first places people spend money when they have more.  They are opening a new theme park in China.  Their media businesses are doing well.  Strong balance sheet and they are likely to win in a better environment.

Price:
$92.610
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Electronics-Arts-Inc
EA-Q
David Burrows

The consumer has more money in their pockets now.  EA-Q has a broad range of customers from young to old.  They will now spend more money in gaming.  Now more and more sales are being done online so that a retailer is being cut out.  The customers are repeat customers, constantly upgrading their games.  Their business model is changing and their margins are going higher.

Price:
$47.240
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Morgan-Stanley
MS-N
David Burrows

There was a lot of regulation coming out of the recession.  MS-N is moving rapidly towards asset management (55% of revenue).  It is a stable business where they deal with a very high end client.  Thinks their dividend could go up 100-150% over the next year.  Believes investors will be prepared to pay a higher multiple as they recognize that risk levels have come down due to new regulations.

Price:
$38.100
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Vanguard-US-Total-Mkt-Ind-ETF
VUN-T
John DeGoey

(A Top Pick Dec 31/13. Up 22.19%.) He likes the US market probably more than any other market in the world. It gets you out of Canada. It is extremely broad with over 1000 names. There are a lot of small-cap names in it, which generally outperforms large cap stocks.

Price:
$33.500
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-17 TOP PICK Boeing
BA-N
Gordon Reid

Traded down a little on the oil story. This is kind of illogical. The thesis is that with lower oil prices, the drive for new fuel efficient airplanes will be lessened, which doesn’t make a lot of sense to him. It is the competitive landscape that matters. One airline against another as beneficial margins and competitive margins lead to pricing decisions. They have a $375 billion backlog, which is pretty much clear sailing through the end of the decade in terms of their delivery schedule. Thinks you could probably see a mid-teens type long-term growth. Dividend yield of 2.95%.

Price:
$125.060
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Google
GOOGL-Q
David Baskin

A very impressive company. Preeminent in search and preeminent software for mobile devices with their android software. They are the “go to” for advertisers who want to get their message out on any kind of computing device, including mobile devices. You also get what he calls lottery tickets, with the driverless car or whatever they might be developing. This company has almost $100 per share in cash and trading at probably 19X or so 2015 earnings. If you take away the cash, it is trading more like 15X or 16X. Doesn’t pay a dividend but are sitting on $62 billion, which will be burning a hole in their pocket. Feels they are either going to start to pay a dividend or are going to start to buy back shares.

Price:
$506.450
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Hexcel-Corp
HXL-N
Gordon Reid

A derivative play and they are in the structural materials business. They do the carbon fibre material, and two thirds of their business is with Boeing and Airbus. Between the 2 they have over $1 trillion of airplanes that have been ordered and on the block to be assembled. This company makes about $5 million an airplane, and there are thousands and thousands of them that will be produced over the next decade. Trading at a very reasonable multiple and has a good growth rate of around 15% per year. A fine cash flow company with a cash flow of about 7.5% yield.

Price:
$39.910
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Lear-Corp.
LEA-N
Gordon Reid

Primarily automotive seating or interior work. Basically provides to all the major producers around the world. The run rate in North America is around 17 million units. Over 20 million units in Europe and over 21 million in Asia. Trading at a very modest multiple of around 10X earnings and has good growth ahead of it. Dividend yield of 0.87%.

Price:
$0.480
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK National-Bank-of-Canada
NA-T
David Baskin

Tremendously oversold, along with all the other Canadian banks. At today’s closing price, it is paying about a 4.2% yield and trading at around 9.5X of what he expects they will earn in 2015. Sold off because it has been computed that it has the largest exposure to the Canadian oil industry in its wholesale banking of any of the Canadian banks. He doesn’t see many Canadian oil companies going bankrupt in the next little while. Oil companies are cutting their dividends and cutting their CapX, but that doesn’t mean they are not paying their bank loans. This bank probably has less exposure on loans to oilfield workers and mortgages in Alberta, then the other Canadian banks.

Price:
$47.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-17 TOP PICK Suncor-Energy-Inc
SU-T
David Baskin

(A Top Pick Jan 9/14. Down 1.74%.) Had looked pretty good in the summer, but not so good now. When you play with commodities, this is what you have to live with. He likes this over all the other oil companies in Canada because it is vertically integrated. It not only has production, but also has refining and retailing. There are no exploration risks. Yield of 3.14%, which is not only sustainable, but might have room to go up.

Price:
$35.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 TOP PICK Canadian-National-R.R.
CNR-T
Mike S. Newton, CIM FCSI

This is trading off in sympathy with what is happening in oil. This is a great derivative play. What he finds interesting is that crude by rail and fracing sand shipments are about 9% of their business. They do a lot of merchandise, a lot of international intermodal with the best operating margins at about 37%. Yield of 1.31%.

Price:
$76.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-16 TOP PICK Newalta-Corp
NAL-T
Stephen Takacsy, B. Eng, MBA

Oil and Gas.  One of the biggest recyclers of waste in the business.  They clean up tailing ponds.  Very little business is tied to the price of oil.  Stock is really beaten up.  Good short term upside. To the $19s.

Price:
$15.480
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 TOP PICK Park-Lawn-Income-Trust
PLC-X
Stephen Takacsy, B. Eng, MBA

Only publicly traded company in this industry.  40 years capacity in cemeteries.  Great dividend yield.  Great way to play demographics.

Price:
$12.300
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-16 TOP PICK Starbucks
SBUX-Q
Mike S. Newton, CIM FCSI

Hasn’t been a spectacular performer this year, but is moving into food and wine with a big movement into China and eventually into India. Have great metrics and great earnings. Yield of 1.62%.

Price:
$79.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-16 TOP PICK Tesla-Motors-Inc
TSLA-Q
Mike S. Newton, CIM FCSI

A name that most serious investors don’t take seriously. Thinks we will look back at this and wonder why we haven’t been accumulating for the future. Extremely innovative. Thinks this is going to be like the iPod was 6-7 years ago. He is accumulating this on the margin. There is no perfect time to be buying this. Take very small baby steps with a maximum weighting of about 2.5%, (maybe 1%, 1% followed by 0.5%) and see how it goes over the next couple of months.

Price:
$197.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-16 TOP PICK Canadian-Satellite-Radio
XSR-T
Stephen Takacsy, B. Eng, MBA

Held since the merger.  Losers merged to make a massive money maker.  Stock came down when they paid a special dividend.  2.6 Million subscribers, recurring revenue, hardly any cap x.  Cash flow multiples are 50-70% more than it is trading at.  Number of cars equipped to receive the signal is growing dramatically.  Very cheap right now.

Price:
$5.890
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-15 TOP PICK Altagas-Ltd
ALA-T
Gajan Kulasingam

It is a diversified business model of power, gas and regulated utilities.  This will be one of the highest dividend growers (10% over next 3 years).  Projects they commissioned will be coming on line.  Have one of the lowest payout ratios amongst their peers.  You will see a bump up in cash flows and payout ratio.  They have the quickest chance to get a LNG projects up and running. 

Price:
$36.960
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-15 TOP PICK American-Tower
AMT-N
Michael Bowman

Is actually a REIT.  65,000 towers around the world.  Great balance sheet and great management.  They are always profitable. 

Price:
$97.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2014-12-15 TOP PICK Aecon-Group-Inc
ARE-T
Michael Bowman

Convertible debentures from Aecon.  He is looking for a more conservative way to play an equity.  5.6% yield.  You get back 100% in three years.  Not a lot of downside.  It has been hurt along with the oil situation.

Price:
$9.770
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2014-12-15 TOP PICK Gibson-Energy
GEI-T
Michael Bowman

They came out in the last few days and announced increased capital expenditures.  Payout ratio of 60% and relatively modest exposure to oil.  A great company.  They are not cutting the dividend.

Price:
$23.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2014-12-15 TOP PICK MacQuarie-Infrastructure-LLC
MIC-N
Gajan Kulasingam

A favourite name.  There is significant value here.  They bought out their bulk liquids business from a partner.  6% dividend yield that will grow.

Price:
$63.780
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 30 of 20,359 entries
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