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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-11-21 TOP PICK Martinrea
MRE-T
John Zechner

Some downside protection and earnings growth is at a very low valuation. Stock was off recently in the last quarter, when they met the earnings, but projections going forward were probably below what the street wanted. Spending a lot of money on programs going forward. As these programs come in, it is going to generate new earnings growth for the next couple of years. Sees them generating better than 10% earnings growth going forward for the next 3 years. Trading at under a 10X forward multiple. Also they have a great positioning in aluminum parts. Yield of 1.18%.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 TOP PICK Qualcomm
QCOM-Q
John Zechner

They sell communication chips across the industry. Almost any smart phone built globally has a Qualcomm chip in it. Also have a lot of products going into areas such as wearables and the higher growth areas. The biggest problem recently has been with what they sell in China and getting their royalties. Stock continues to have a decent growth rate. Yield of 2.37%.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

When they sold Harlequin, they did much better than anyone expected with $450 million. Has a market cap of $500 million right now with about $200 million in cash. Newspaper business is not growing, but they are cutting costs. Their digital division is growing. 8.16% dividend yield with lots of cash to pay it.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-20 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Darren Sissons

Has been growing at double digit rates.  Brewing companies use a ton of energy.  So lower energy costs are helpful for this story.  It is relatively cheap.  Owned since the low $30s. 

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 TOP PICK Arc-Resources-Ltd
ARX-T
Darren Sissons

There has been a big decline in energy prices. This is a very good management team.  The dividend is sustainable at current levels.  They have exposure to all the right markets.  A balanced portfolio.  Longer term this will make some money.

Price:
$29.250
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Hank Cunningham

3.95% bonds maturing Apr 9/19. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Price:
$55.340
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-11-20 TOP PICK BCE-Inc.
BCE-T
Hank Cunningham

3.25% bonds maturing June 17/20. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Price:
$53.220
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-11-20 TOP PICK Callaway-Golf
ELY-N
Darren Sissons

(Top Pick Dec 05/13, Down 2.82%) The turnaround is about half way through.  We had a dismal summer last year and then a poor winter.  Longer term restructuring stories are the kind of animal that are lumpy, but when they work they work well so he is happy to hold this.  The US middle class tend to be golfers.  New product introduction benefits them as does the new CEO’s turning the company around.  There should be more upside.  You see a lot of young guys on courses in Florida. 

Price:
$7.570
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 TOP PICK TSX-Group
X-T
Hank Cunningham

3.25% bonds maturing Oct 3/18. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Price:
$52.650
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-11-19 TOP PICK Badger-Daylighting
BAD-T
Bruce Campbell (2)

Had a great run. Have phenomenal margins of over 25%. A very profitable company. They manufacture and operate hydro-vac trucks that are used to excavate, using water and a vacuum. Half their business is in oil/gas, as well as pipelines and utilities. Last summer they announced they were reducing the number of trucks they were building, from 5 down to 4, and the market got very concerned. Also, had a bit of a stumble with their earnings. The most recent numbers show that the margins and earnings are back up. They now have a solid plan in place, where they are going to double the number of trucks in the US from 450 to 900 in the next 5 years. Dividend yield of 1.1%.

Price:
$32.280
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-11-19 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

Has owned this for quite some time. A wonderfully innovative company. 80% of all cell phones operate on their system. Has a great balance sheet. Visionary leadership that doesn't pay themselves a penny. They are able to attract outstanding talent. A lot of the things that they are working on, like autonomous driven cars, are coming to fruition. These are the kind of guys that are making things happen. They are creating the demand. The YouTube site has not been really monetized as much as it probably could be. Trading at about 18X forward earnings. For company this size, growing this well, with that many opportunities, and a dominant position in so many industries, it is incredibly good value.

Price:
$547.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-19 TOP PICK Intertain-Group
IT-T
Bruce Campbell (2)

Online gambling. This was spun out of Amaya Gaming (AYA-T) and they still have a relationship with them where Amaya is guaranteeing some revenue for them. A big part of their market is in Bingo. Amaya is in the poker market, which is much more fickle as the players tend to move around from one site to the next. Bingo brings in a different demographic of more females. Made a number of acquisitions in the last couple of months, with several more they are working on. Fairly cheap here. Wouldn't be surprised if Amaya came back in and bought them back.

Price:
$14.130
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-11-19 TOP PICK Kelt-Exploration
KEL-T
John O'Connell, CFA

(A Top Pick Dec 5/13. Down 1.26%.) Has grown its production per share by around 200% plus. Cash flow has grown by a huge amount. Stock has gone down because oil prices are down. Predominantly a natural gas producer. Very, very well run. Producing about 15,000 barrels per day and is going to grow its production next year. Has announced that it is going to reduce its spending budget a little bit next year, but not substantially. Balance sheet is in excellent shape. At these prices, it represents excellent value.

Price:
$9.380
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-19 TOP PICK Artek-Exploration
RTK-T
John O'Connell, CFA

This is a reasonably high risk. Have a large amount of very attractive land in the Montney area in north-eastern BC. Big, big partners. Drilled a couple of bad wells and have some execution problems. Got rid of some people. Just drilled a well a little while ago, that was the best ever condensate well in BC. Somebody just bought a huge amount of land at $130 million right beside them. If you ascribe that $130 million value to this company's land, you get about a $350 million value plus production of about $150 million. Trading around $250 million enterprise value. If they keep executing, he doesn't think this company will remain a public company more than a year.

Price:
$2.820
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-11-19 TOP PICK Terra-Firma-Capital
TII-X
Bruce Campbell (2)

Specialized financing for real estate. Management used to operate the IPC Reit before they sold it in 2007. They try to get equity like returns on a debt like structure. Thinks they can earn as high as $0.10 a share next year. Putting a conservative 10X multiple on that, the stock is at around $1.20. Just hired someone from Tricon (TCN-T) who looked after their US operations for a number of years. His focus will be going into the US and try to build out the business down there.

Price:
$0.740
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-11-18 TOP PICK ATS-Automation
ATA-T
Andrew Hamlin

Automation, and as companies globally are trying to be more productive, they are turning to technology, and manufacturing companies are turning to automation. For Canadians, this is a great way to get exposure to that growing trend of automation. Started to focus more and more on service revenue, which is stickier and higher-margin, so they are going to do quite well here. The trend catalyst for the stock is M&A. Free cash flow is good. Leverage is at 2.9 times and will come down through this period of industrial production. It's getting a fair bit of revenue from overseas. This is one of the smaller players, so there is a bit of risk to it.

Price:
$14.400
Subject:
NORTH AMERICAN - INCOME
Bias:
BULLISH
Owned:
Yes
2014-11-18 TOP PICK Catamaran-Corp.
CTRX-Q
Michael Bowman

A pharmacy benefits management company. They just signed a huge deal with Sigma and the stock has kind of faltered after that because they spent a lot of time and money to get this on the road. Now everything is fine. EBITDA for the last three quarters shows that the company is doing a great job of managing revenue. He can see this as being a very large growth area. Because they are smaller than their biggest competitor, Express Scripts (ESRX-Q), he thinks there is going to be more impact. Bought another company called Salveo Specialty Pharmacy, which was immediately accretive.

Price:
$49.220
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-11-18 TOP PICK Discover-Financial-Services-LLC
DFS-N
Andrew Hamlin

There are a number of ways to play credit cards, but he wants exposure to the credit card that has the best position for better consumer spending, job growth and wage growth. This company fits that bill. They offer a “no fee” credit card to the middle-income segment of the US economy. Offers a very good customer service and rewards program that the middle-income earner doesn't normally get. Very strong loan growth. Compared to regional banks it has a higher ROE, higher net interest margin, and yet it trades below an earnings multiple to the regional banks. Feels there is significant growth here.

Price:
$64.980
Subject:
NORTH AMERICAN - INCOME
Bias:
BULLISH
Owned:
Yes
2014-11-18 TOP PICK FT-AlphaDEX-US-Consumer-Staples
FHC-T
Michael Bowman

Has looked at Staples and Discretionary for the last 5 years. The thought has always been that in difficult times we want to own staples, and when things get better we want to own discretionary stocks. In reality, in the difficult times of 2007-2008 and following through to the good times, staple stocks never really declined. This is based on the Alphadex system that was developed in the US, where they look at all the consumer staple stocks in the US, rate them all with some growth and value characteristics, and give them a score. (Top and bottom quartiles are included.)

Price:
$21.320
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-11-18 TOP PICK Greenbriar-Cos.
GBX-N
Michael Bowman

This company is in a perfect storm here. Have a backlog of 43,000 railcars. Have 4 divisions. They make them, repair and refurbish wheels, provide leasing and finance for railcars and also have software to manage railcars. A fantastic company. There is a bumper crop of grain that we need railcars for. We have oil that we need railcars for. Dividend yield of 0.94%.

Price:
$64.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-11-18 TOP PICK Veresen-Inc
VSN-T
Andrew Hamlin

Anything in energy, people don't really care about, but it creates an opportunity here. Pipelines and utilities kind of get lumped into that. This is a top quality company, with some massive growth opportunities over the next 5-7 years. Some of the growth opportunities in the US and Canada are going to make the stock stand out over the next few years. Yield of 5.43%.

Price:
$18.850
Subject:
NORTH AMERICAN - INCOME
Bias:
BULLISH
Owned:
Yes
2014-11-17 TOP PICK First-United
FUNC-Q
Benj Gallander

Small bank with 25 branches.  No dividend anymore and he thinks they start to pay one again by 2016 or earlier  Did not increase their share count during the recession.  They can certainly support a dividend.  It should do well.

Price:
$8.495
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2014-11-17 TOP PICK CGI-Group--A-
GIB.A-T
John Wilson

(A Top Pick Feb 11/14. Up 19.46%.) Got held back a little bit earlier this year on the Obama Care website fiasco, which really didn't impact their business at all, but was more of a sentiment thing. The underlying business is developing pretty much exactly the way he had hoped and expected. Margins and cash flow are proving to be better than people had thought. Also, thinks we are just a year away from the next good acquisition.

Price:
$41.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-11-17 TOP PICK Harmony-Gold-Mining-Co-Ltd
HMY-N
Benj Gallander

South African mining company.  Their cost was quite reasonable.  They lost a little this past quarter.  Management is very experienced.  Don’t pay a dividend any more.  As the price of gold recovers, so should they.  Their balance sheet is quite good as mining companies go.  It’s a nice pick in the gold sector.

Price:
$1.750
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2014-11-17 TOP PICK Intercontinentalexchange-Inc.
ICE-N
John Wilson

This company runs the futures exchanges. They also own the New York Stock Exchange. They benefit from volumes and volatility, of which there has been none in the last little while. As the Fed exits QE 3 and as policy rates start to normalize, he thinks volume will come back into financial markets and this company will be the primary beneficiary. Thinks it can work through $300 in the next couple of years.

Price:
$222.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-11-17 TOP PICK Iteris-Inc
ITI-A
Benj Gallander

Traffic flow management.  No debt.  Revenues went up nicely last quarter.  Accounting problems recently were rectified.  He could see it doubling.  A well managed company with a fine balance sheet.

Price:
$1.840
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2014-11-17 TOP PICK NXP-Semiconductors
NXPI-Q
John Wilson

The fact that they are partner with Apple was part of his thesis, but he sees 3 strong things going for it moving into 2015. 1.) They have the iPhone 6 which gave them a bigger dollar content than they had in the 5. They are the chip that enables Apple Pay. Apple made a really important announcement in China on their mobile payment platform. That same technology can be brought into the iPad and even the iWatch eventually. 2.) Beyond that, they are one of the leading providers of networking technology inside cars. There is a whole ramp of car technology coming in terms of car to car communication. 3.) The final thing is that the US is going to start issuing chip cards for Visa and debit cards. The company has a target of getting to $8 in earnings in the next 3 years or so.

Price:
$74.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-11-14 TOP PICK Agnico-Eagle-Mines
AEM-T
Jaime Carrasco

(A Top Pick Dec 20/13. Up 5.93%.) Loves the operational performance of this company. It just doesn't show up on the stock. In their last quarter earnings, they reported a write-down on a lot of their CapX in Alaska. They are actually acquiring a lot of companies. Good management.

Price:
$28.310
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2014-11-14 TOP PICK Element-Financial
EFN-T
Zachary Curry

This is a non-bank financial which provides some diversification. Their earnings were great, slow and steady. On a valuation basis, it is cheaper than its peers, but also the growth rate is higher than the earnings multiple, which is always a great sign when you can buy something for less than what it is growing at. Balance sheet is in great shape.

Price:
$13.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-14 TOP PICK Google
GOOGL-Q
Zachary Curry

Doing great things. Not necessarily focused on advertising although the bulk of the revenue comes from that. Lots of neat projects underway that could develop into bigger things. The main focus for him is the shift from advertising into mobile. Likes their tighter control of the Android operating system, which could make a good competitor for the IOS system.

Price:
$555.190
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 30 of 20,235 entries
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