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

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Recent Top Picks

Date Signal Company Expert Opinion Price
2013-05-24 TOP PICK BB-and-T-Corp-
BBT-N 		Darren Sissons

2.8% dividend.  US banks are going to benefit as interest rates go higher.  This is an east coast bank.  Didn’t blow up during financial crisis.

 Price:
$0.000
Subject:
GLOBAL
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-05-24 TOP PICK DTE-Energy-Company
DTE-N 		Darren Sissons

Acquired Metro PCS.  Increase coverage in US.  Dividend is very safe.  Best economy in Europe. 

 Price:
$0.000
Subject:
GLOBAL
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-05-24 TOP PICK Callaway-Golf
ELY-N 		Darren Sissons

Turn-around story.  Suffered during financial crisis but as middle class recovers this will be a positive story.  They cut their dividend. 

 Price:
$0.000
Subject:
GLOBAL
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-05-23 TOP PICK Altagas-Ltd
ALA-T 		Genevieve Roch-Decter

Loves it.  Phenomenal run in last little while.  New production in BC will increase cash flow next year.  Cash flow will be 80% utility-like next year.  It will get a multiple expansion next year.  3.7% dividend paid monthly.

 Price:
$39.680
Subject:
ENERGY
Bias:
BULL on ENERGY
Owned:
Yes
2013-05-23 TOP PICK Badger-Daylighting
BAD-T 		Genevieve Roch-Decter

Really, really boring.  When pipelines are broken they do pressurized water to fix them. At all time high but they keep growing their dividend.  Lots of market share for them to gain.  600 trucks, making 3 more every week.  They don’t need to raise money.  Pick away to build your position.

 Price:
$48.320
Subject:
ENERGY
Bias:
BULL on ENERGY
Owned:
Yes
2013-05-23 TOP PICK iShares-Japan-C$-Hedge-ETF
CJP-T 		John DeGoey

Japan has been in a big sleep that they just emerged from with a vengeance.  It has done next to nothing for the last 25 years so there is still a lot of value there.

 Price:
$11.540
Subject:
PERSONAL FINANCE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-23 TOP PICK Canexus-Corp
CUS-T 		Genevieve Roch-Decter

7% yield.  Just getting into energy infrastructure.  Truck to rail and pipe to rail.  Will probably increase dividend over next two years.

 Price:
$8.860
Subject:
ENERGY
Bias:
BULL on ENERGY
Owned:
Yes
2013-05-23 TOP PICK FT-AlphaDEX-Emerg--Mkt-Div-ETF
FDE-T 		John DeGoey

Hit the market yesterday.  Emerging market, dividend paying stocks.  They screen out the really bad ones.  Better than VEE-T if you want dividends and lower volatility. 

 Price:
$19.990
Subject:
PERSONAL FINANCE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2013-05-23 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T 		John DeGoey

Hard assets.  Infrastructure is a little less volatile than traditional commodities.  It is still global and an inflation hedge.  Lot of global diversification.

 Price:
$24.500
Subject:
PERSONAL FINANCE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-22 TOP PICK CitiGroup
C-N 		John Stephenson

This is the industry that lead us into the 07/08 crisis.  Now the company is transitioned into a retail machine and 65% of earnings come from outside US.  Deferred tax asset.  It is low risk.

 Price:
$51.000
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-22 TOP PICK Cisco
CSCO-Q 		John Wilson

Got into it last summer. Story has played out as he had hoped.  70% market share in core business.  Really well managed company.

 Price:
$23.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK Facebook
FB-Q 		John Wilson

SHORT – Valuation is rich.  More and more data is coming out about young people moving off of Facebook. 

 Price:
$25.159
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK CGI-Group--A-
GIB.A-T 		John Wilson

Liked for a while.  Integrating UK acquisitions much better than expected.  They will get a higher multiple.

 Price:
$32.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK JP-Morgan-Chase--and--Co
JPM-N 		John Stephenson

This is the best of breed, large cap financial institution in the world today.  Solid, diversified stream of earnings.

 Price:
$53.630
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-22 TOP PICK KKR--and--Co--LP
KKR-N 		John Stephenson

If you believe equity markets are going higher, you could see mid 20% return for S&P so you need to be in private equity.  5.3% yield.  Impeccable balance sheet.  Best of breed.

 Price:
$20.510
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-21 TOP PICK CASH
CASH 		Joseph Schachter

(Top Pick Feb 12/13, Flat) 20% makes sense.  30% of your oil-weighted portion of your portfolio should be in cash ready for the fall and into the new year.

 Price:
$0.010
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
Yes
2013-05-21 TOP PICK Crescent-Point-Energy-Corp
CPG-T 		Mason Granger

Core holding for him.  Sustainable dividend, low leverage.  Assembled a collection of assets that should offer a huge inventory.  Sustainable dividend.

 Price:
$38.220
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-21 TOP PICK Canyon-Services-Group
FRC-T 		Mason Granger

Forth largest pressure pumper in Canada, newest fleet.  Canadian focused.  Easy story to understand.  Almost 6% dividend. 

 Price:
$11.320
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-21 TOP PICK Long-Run-Exploration
LRE-T 		Joseph Schachter

(Top Pick Dec 5/12, Up 3.10%) Trades very cheaply.  Likes the mix.  They are moving more and more towards liquids and will be at 52% this year. Thinks the stock is very, very cheap and management has really refocused the company.  They have a dominant position.  This company could be a target for acquisition by a larger entity.

 Price:
$4.170
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-05-21 TOP PICK Niko-Resources
NKO-T 		Joseph Schachter

(Past Top Pick Sep 25/12) Had some balance sheet issues but they are gone now.  Trading at a discount to NAV.  The market is not giving any value for exploration.  Thinks it has some very attractive value.  Buy in the low $6 range.

 Price:
$6.200
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-05-21 TOP PICK Surge-Energy-Inc
SGY-T 		Mason Granger

A big shuffle at the top.  Struggled over last 6-9 months.  Problems in the field, missed guidance.  New CEO.  He has a plan to take the company into a premier dividend payer company.

 Price:
$4.890
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-17 TOP PICK Agrium--US-
AGU-N 		Jeff Young

Nice entry point due to planting season concerns, the  "Jana Drama" with the hedge fund and concerns of natural gas going up.   A very good footprint on the retail side. A couple of expansion programs are coming to an end, leaving more cash flow, which will go to share buy backs and dividends.

 Price:
$91.340
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK BHP-Billiton-Ltd-
BHP-N 		Norman Levine

Only based metal stock they own, and this is a long term investment. Has the best balance sheet in the industry. Has a good yield. Main products are iron ore and copper. as well as shale assests.  Have recently announced a cut in their capital expenditures, are building up cash waiting on other mining companies to be bought cheap.

 Price:
$67.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Bank-of-Nova-Scotia
BNS-T 		Norman Levine

He is moving his money outside of Canada and Scotia Bank has a large footprint in Latin America. Likes the prospects of outside of Canada currently.

 Price:
$58.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Canelson-Drilling
CDI-T 		Jeff Young

A small drilling company, with a very strong balance sheet. Have got horizontal drilling rigs, and if things turn up they will benefit.  Efficient operators with high quality top performing rigs.  Prefers the smaller guys as they fly under the radar, and have good relationships with the massive amounts of equipment. Could see $6 to $6.50 depending on what happens in the oil.

 Price:
$5.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Essential-Energy-Services-Ltd-
ESN-T 		Norman Levine

An oil service company, expanded outside of Alberta.  Managment is quite good. Have seventh biggest fleet in the industry. Payout is only 15%. Tried drilling in the Columnian market but cut their losses very quickly there.

 Price:
$2.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Twin-Butte-Energy
TBE-T 		Jeff Young

Will benefit from the reduction in heavy oils. Like Batex only with a smaller price. A long term hold. If oil stays at it's current levels, we could see $3 easily.

 Price:
$2.320
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 TOP PICK Boralex-Inc-
BLX-T 		Stephen Takacsy, B. Eng, MBA

One of the fastest growing power producers. Likes because it's not paying a dividend, so can get in at much cheaper valuations then it's peer groups, and it's also the fastest growing.  Will be doubling it's capactity in the next three years.   At some point will be paying a dividend, probably in the next 12 to 24 months which will drive the stock higher.  Sees it going to $20 to $25 range in a couple of years. Mostly in wind power in France, and thermal power in Canada. Have their biggest project, a wind farm in Quebec going on stream at the end of this year. This is the end of phase one which is the biggest phase, will be complete, which will probably give a dividend in the next 3 years.

 Price:
$10.680
Subject:
Canadian Equities
Bias:
BEAR
Owned:
Yes
2013-05-16 TOP PICK Walt-Disney
DIS-N 		Stan Wong

Waiting for a pull back before he gets in. Purchase of Marvel not that long ago, and Lucus films. First theme park in mainland China expected in 2016. Will continue to grow 10 to 15% earnings growth rate, so is a good stock to own. As the economy continues to improve they will grow as well.

 Price:
$66.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-16 TOP PICK iShares-DJ-Home-Construction-ETF
ITB-N 		Stan Wong

Hold Home Depots, and single family home type stocks. Is one of his top themes.

 Price:
$25.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 17,998 entries
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