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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-30 TOP PICK High-Arctic-Energy-Services-Inc
HWO-T
Martin Davies

They confused everyone with the name.  Their biggest earnings generator is in New Guinea.  They have an island and two new rigs being built.  Good solid dividend of 5%+ and a good revenue stream.

Price:
$0.000
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK Imperial-Oil
IMO-T
Martin Davies

They have gone ahead and affected a lot of assets.  They spent a lot recently in cap X.  They are well managed and a great growth company.  Only 23% in debt.  Downstream assets have huge earnings power.  They earned as much in refining as in upstream operations.

Price:
$0.000
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK PrairieSky-Royalty
PSK-T
Martin Davies

They don’t have to spend any money at all.  There is going to be some reduction in activity on their lands but they are low decline rate fields. 

Price:
$0.000
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-27 TOP PICK Keppel-Corp-Ltd.
KEP-SP
Darren Sissons

(BNN shows the symbol as KPELF-PK, but my search through Globe & Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.) A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 TOP PICK Unilever-NV
UN-N
Darren Sissons

Has the largest emerging market exposure of consumer staples. The market doesn’t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend grows periodically. Balance sheet is fine. Yield of 3.12%.

Price:
$42.490
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 TOP PICK Vodafone-Group-PLC
VOD-Q
Darren Sissons

The European market has changed in terms of the outlook for growth for telecom companies. This company goes around the world buying small operations, grows and then sells them off. Good management. Yield of 3.12%.

Price:
$33.460
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-26 TOP PICK Alacer-Gold-Corp
ASR-T
Benj Gallander

Lots of money and no debt and they are expanding their copper deposit.  Companies have been looking at them and they could get possibly taken over at some point.

Price:
$2.680
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK Baytex-Energy-Corp
BTE-T
Jeff Young

(Top Pick May 22/14, Down 54.04%) He probably should have sold and come back later.  It has good assets and a good cost base and they are a good company.  When oil prices start to recover they will be a prime beneficiary of that.  It is a high quality company and just needs some support from oil prices.  He is not suggesting people back the truck up but just put a toe in.  6% yield.  The Saudis can’t produce oil for the entire world and no one but they can make money at these levels.

Price:
$20.020
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 TOP PICK Cathedral-Energy-Services
CET-T
Benj Gallander

They cut their dividend in half.  They cut their capital spending in half.  They cut half their labour cost.  They have a reasonably good balance sheet.  It is a good time to buy in now.  They are smartly managed and a number of companies in this sector will go bankrupt or chapter 11 so this will eliminate competition.

Price:
$2.010
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK First-United
FUNC-Q
Benj Gallander

Good financial ratios and capitalization ratios.  If they start repaying a dividend he can see a cent or two a quarter and then moving up from there.  Thinks they will start the dividend this year.  A nicely managed company.

Price:
$8.570
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK Pembina-Pipeline-Corp
PPL-T
Jeff Young

It has come down quite a bit, but he likes the assets.  They touch more than half the oil moving around Alberta.  They have assets where he expects development to continue.  They have a decent dividend and decent growth prospects.  If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.

Price:
$40.390
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 TOP PICK Westjet-Airlines
WJA-T
Jeff Young

It has come off a bit after doing very well.  It is the perpetual problem with airlines where they overbuild capacity and demand is not there to keep it up.  They are expanding into more holiday travel.  It sold off on the Western Canada worries and he thinks it is overdone.  They have this economy of premiums and they continue to find ways to add to their revenue line.  The risk is if the economy turns down and air travel falls.

Price:
$29.600
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-25 TOP PICK Canam-Group-Inc.
CAM-T
James Hodgins

Commercial construction the US.  They also offer architectural and design services.  More than a $ billion back log.

Price:
$12.560
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-25 TOP PICK Element-Financial
EFN-T
John Wilson

Announced a new Chairman today.  The chairman is now separate from the CEO position.  Pretty strong organic growth.  Earnings growth in the 30% or better range.  16 times this year’s and 12 times next year’s earnings.  They won’t pay cash taxes for a long time.  He has had it for a couple of years.

Price:
$16.550
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK Hudson-Bay-Co.
HBC-T
John Wilson

They have tremendous real estate in every city across the country.  You add to that what Saks had and he feels it is a tremendously undervalued company.  It is run by someone who is a real estate guy who is really good at surfacing value from real estate. 

Price:
$25.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK Pfizer-Inc
PFE-N
John Wilson

Has been a sleepy pharma stock.  He likes it because of a big hoard of off-shore cash and they announced a deal in February that will give them a lot of synergies and allow them to grow earnings.  He thinks breaking up the company will bring out value as well.

Price:
$34.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK The-Score-Inc.
SCR-X
James Hodgins

They had $16 Million on the balance sheet but just raised equity and he thinks this is for an acquisition.  In the mean time you have massive growth in the app.  It is getting to that kind of scale where you are going to see big increases in their advertizing revenue.  Ultimately, someone like FB-Q would take them out.

Price:
$0.660
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-25 TOP PICK TeraGo-Inc.
TGO-T
James Hodgins

Originally a pure connectivity play.  They acquired a company recently and are now cross selling to the acquired company’s customers.  It could cause the stock to double at some point.

Price:
$7.400
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-24 TOP PICK Crombie-Real-Estate-Investment-Trust
CRR.UN-T
David Baskin

A 6.69% dividend.  He doesn’t care if interest rates go up a bit.  It is owned by the Sobeys family.  They expanded to Western Canada so there is more growth coming to them.  The terrific dividend is probably still going to grow in 2015.

Price:
$13.470
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Concordia-Healthcare
CXR-T
Michael Smedley

He has held it for a long time.  He is contemplating adding to it again.  It is a Valiant want-to-be.  It will have to get into bigger acquisitions.

Price:
$85.960
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-24 TOP PICK Express-Scripts-Inc
ESRX-Q
David Baskin

It’s like a buyer’s group.  They are a toll road for drugs, getting profit off a spread between the usual price and a lower one they negotiate based on the bulk they are dealing with.  The payout ratio is small so it can go up a lot.  You don’t care who has the best drug.

Price:
$84.060
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Goldman-Sachs
GS-N
David Baskin

It is probably the best investment bank in the world, and they passed their stress test so they could increase their dividend.  He also expects share buy backs.  Buying back shares when at book value is a very good use of capital.

Price:
$191.280
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Limoneira-Co
LMNR-Q
Michael Smedley

This is the Sunkist of Lemons.  They are now using their fabulous real estate holdings for lemons.  They are buying into a look-alike situation in Chile. 

Price:
$23.070
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-24 TOP PICK Noront-Resources-Ltd.
NOT-X
Michael Smedley

He has been in it for a long time.  It is the only minable deposit of chromite in North America.

Price:
$0.485
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-23 TOP PICK SalesForce.com-Inc.
CRM-N
John Stephenson

This is one of the best cyclical technology stocks.  They are rolling out `wave` and growing quickly in the 25-30% range for cash flow.  It still has upside to come.  This is early stage to a growth roll out.

Price:
$67.660
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Horizons-S-and-P-500--C--Hedged-
HXS-T
Brooke Thackray

S&P 500 tracking, hedging the currency.  The broad market is not a bad place to be right now.  The S&P tends to outperform the TSX this time of year.  A one to two month hold.

Price:
$47.230
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-03-23 TOP PICK Pacific-Rubiales-Energy-Corp.
PRE-T
John Stephenson

Short. They were not able to extend the life of the rubiales field, which drives 40% of their value in production, a balance sheet that is getting worse, there is a lot of insider selling, their reserves are grossly overstated, and they are giving to a charity they control.  It is likely to face a reserve write down and then eventual extinction.

Price:
$3.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Spirit-Airlines-Inc.
SAVE-Q
John Stephenson

Airlines are trading at very low multiples compared to other transportation.  It is dirt cheap.  An ultra low cost carrier.  Flies to major domestic cities.  Best margin in the business.  It is not a business travelers` airline.  They do 13% more flights per day with their planes than other carriers.

Price:
$77.710
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Sysco-Corp
SYY-N
Brooke Thackray

It is a consumer staples stock and already starting to show positive signs.  Normally it does not have seasonal strength until April 23rd, but now is the time to get into it this year.  A one to two month hold.

Price:
$38.660
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-03-23 TOP PICK SPDR-Cons-Discretionary-ETF
XLY-N
Brooke Thackray

Has done well because of the under exposure to foreign exchange.  If we start to see it weaken in the next month it is time to move on.  A one to two month hold.

Price:
$76.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 30 of 20,745 entries
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