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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-31 TOP PICK Vanguard-Large-Cap-ETF
VV-N
John Hood

(A Top Pick Oct 15/13. Up 20.77%.) This holds about 600 US stocks, and gives you a broad US exposure based on the S&P 500. Dirt cheap at about 7 or 8 basis points.

Price:
$92.586
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-10-31 TOP PICK George-Weston-Ltd.
WN-T
Hap (Robert) Sneddon FCSI

Controls Loblaw's (L-T) which just bought Shoppers. Fantastic brands. A reasonably boring company. Has a fantastic war chest and has to decide what it is going to do with its money. Recently, it has just broken out above a pretty significant level of $91.

Price:
$92.080
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2014-10-31 TOP PICK iShares-S-and-P-TSX-Equity-Income
XEI-T
John Hood

This used to be 55 basis points, which is very high. They chopped it along with a number of other ETF management fees down to 20 basis points. This is now yielding about 4.3% and he likes it. This has lots of growth in it.

Price:
$22.570
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-10-31 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Hap (Robert) Sneddon FCSI

Utilities have been hitting record highs. Usually they do well in softer environments, but in the last 2 months, they have shown great strength. Well above its uptrend and he is looking to add to his position. The market does really not believe that we've got escape velocity growth.

Price:
$45.470
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2014-10-31 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
Hap (Robert) Sneddon FCSI

Healthcare. Chart shows a V bottom this month. As a longer-term investor, he would like to hold this for a while. If it came back to the breakout level in the low $60, he would like to buy some more. Healthcare is a generational thing that we are just embarking on.

Price:
$67.270
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2014-10-31 TOP PICK BMO-S-and-P-TSX-Oil--and--Gas-ETF
ZEO-T
John Hood

You get a little more play on Trans Canada Pipe (TRP-T) and Enbridge (ENB-T), which he likes. This should work out very well because of Trans Canada Pipe leading the way on the Canada east contract. He thinks that is going to work out very well. This has lots of growth in it.

Price:
$14.340
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-10-30 TOP PICK Amgen-Inc.
AMGN-Q
Paul Harris, CFA

A biotechnology company, but looks more like a pharmaceutical company in his view. Trading at 18X earnings. Have some great products in their pipeline. Feels the stock is worth probably in the $200 range. Yield of 1.51%.

Price:
$161.580
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2014-10-30 TOP PICK Aecon-Group-Inc
ARE-T
Michael Bowman

They are in three different areas.  Trading a lot less than peers.  He likes the sector. 

Price:
$14.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-30 TOP PICK Barclays-Bank-PLC
BCS-N
Paul Harris, CFA

Stock has been pushed down because of issues, that they will solve like a lot of the other banks did. Have a great retail franchise in the UK. Had a retail franchise in Europe which was poor, so they are getting out of those. Barclays credit card, although down, is a great asset to have. They have asset management. Also, have the investment bank, which has been their big problem. Had bought Lehman Brothers out of bankruptcy. Also, were very large in the fixed income side, which takes up a lot of capital. They are fixing those problems.

Price:
$14.380
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2014-10-30 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Paul Harris, CFA

Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.

Price:
$38.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2014-10-30 TOP PICK iShares-DJ-Medical-Devices-E.T.F.
IHI-N
Michael Bowman

This is the trend in the marketplace so buy the trend.  People who are aging are going to buy the hips, the knees and get the heart thing done.  All of these companies are expanding into Latin America and China. 

Price:
$106.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-30 TOP PICK Precision-Castparts-Corp.
PCP-N
Michael Bowman

Forge and cast products, very complex products.  Likes it because these products are used for jet engines and turbines and in the automotive and oil and gas sectors.  The company is going to be in demand for their products.  Looking at 17% increase in next year’s earnings.  A classic industrial play.  He is looking for aviation to get better.

Price:
$221.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-29 TOP PICK Jarden-Corp.
JAH-N
Don Lato

Owns brands like Coleman, Sunbeam, Rawlings Sporting Goods, and even Bicycle playing cards. Great company. Had a good run, but still only trading at about 14.5X next year's earnings. He considers it as almost a hedge on his overweight in the energy area. As you see oil and gasoline prices come down, it puts a lot of money in consumers’ pockets. 16% of their sales for various products goes through Wal-Mart.

Price:
$64.450
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK KKR--and--Co.-LP
KKR-N
John Stephenson

Private equity. A phenomenal company. If you believe that markets are turning healthy and that the correction is behind us, you want to be in this alternative space. Has roughly half of its value on the balance sheet, so there is a lot of security. 30% of their business didn't exist 2 years ago and has yet to start earning meaningful fees. Yield of 8.01%.

Price:
$22.250
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Kohl-s-Corp
KSS-N
John Stephenson

 *SHORT*. They came out about a week ago and guided to lower same-store sales. Also, guided to lower earnings going forward. Thinks the overall department store sector in the US is a very mature sector, not a lot of growth. 50% of their revenue is branded and discounters are eating their lunch. Yield of 2.84%.

Price:
$54.440
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

(A Top Pick Nov 27/13. Up 73.93%.) Down 33% from its highs of just 6 months ago. Dirt cheap last year and still cheap today. Recently sold their Trinidad and Tobago properties to rededicate that money to Colombia. Had 56% production growth over the last year. Even with an oil price of $70, they will cash flow something like $2.50 next year. Trading at a little over 4X earnings. No debt and well-funded.

Price:
$10.670
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Toronto-Dominion
TD-T
Don Lato

Has been underperforming the others a little bit over the last 2 or 3 months. 6% off the high back in the summer. There may be some concerns over the change in leadership, but the new person stepping in has been with the bank for many years. Great exposure in the US. Huge deposit base there, that they will hopefully exploit. The multiple is back in line, if not lower than some of the others. 3.5% yield.

Price:
$54.370
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Westjet-Airlines
WJA-T
John Stephenson

A little more defensive than Air Canada and in better shape with newer planes and no unionization. Not only has there been a pullback in price on the stock, but there has been a pullback in fuel, which is the largest operating cost. On a forward basis, they trade from 4.5% to 7.5% X EBITDAR (the “R” is for plane rentals). Also, it has been oversold. Yield of 1.53%.

Price:
$31.580
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-28 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

With the dislocation of resource stocks in Canada, he believes that names like this are going to see the benefit of outflows from that volatile sector. You also have their move of fresh foods rolling out into some of their stores. Yield of 0.48%.

Price:
$37.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Mike S. Newton, CIM FCSI

Diversified globally and extremely well-managed. This gives you a basket of really strong global assets. They will benefit from pension funds and governments that want to own solid vehicles. Their record of acquisitions has been very conservative. Cash flow continues to increase. Yield of 1.29%.

Price:
$54.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Mike S. Newton, CIM FCSI

Believes this company is reporting tonight. They have the hepatitis C drug, followed by a newer version. The 2nd version is selling like crazy within 95%-99% success rate. Making $25 billion in revenue. Very strong name. This is one that you should pick at. Maybe 1% today, watch the earnings tonight, and then do the other half tomorrow.

Price:
$113.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK United-Parcel-Services
UPS-N
Brooke Thackray

The seasonal period is from October 10th to December 8th. This trade has worked 93% of the time and produced an average return of 8.1% since 2000. You don't want to wait until Christmas to exit; you want to get out before. Right at the peak when the whole delivery system occurs, around December 8th.

Price:
$102.900
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2014-10-28 TOP PICK SPDR-Industrial-E.T.F.
XLI-N
Brooke Thackray

This never really blows away the S&P 500, but it beats it on enough of a basis that it makes sense to do a trade. Typically you would get in now and hold it until at least the end of the year. From October 28th to the end of the year, it is up about 88% of the time, and has produced a 6% average return from 1990 to 2013.

Price:
$54.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-28 TOP PICK SPDR-Retail-ETF
XRT-N
Brooke Thackray

This is a retail ETF. Well diversified by holding approximately 1% in each of the retail companies. This is the time of year when you want to be in retail stocks, because the big event for retail is Black Friday, and you want to be in about a month ahead of time, and you want to Sell at about that time. Last year the retail sector underperformed right after Black Friday.

Price:
$87.400
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Great-Canadian-Gaming-Corp
GC-T
Peter Hodson

Does not get a lot of attention.  16-17 casinos in Western Canada.  Earnings up more than 50% last quarter.  Great moves on the capital structure side.  They did a lot of share buybacks because they have too much cash flow.  In BC it is a regulated industry.

Price:
$19.100
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
No
2014-10-27 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

Several criteria for tonight’s Top Picks are for solid assured cash flow growth and subsequent growth in distributions. There have been both with this company. This is basically a business that is involved with Take & Pay contracts for a major part of the business, or cost of service plus. Given the business that they have currently on the books, you are going to see a major increase in cash flow per share of about $1.40, and probably see 30% of that added to the current distribution. Feels the pipeline business in Canada is a growth business. Very good value. Yield of 3.68%.

Price:
$35.060
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Precision-Drilling
PD-T
Peter Brieger

Sees upside of nearly 70%. This is one of North America’s leading drillers. They are really 2 separate businesses in Canada. The drilling associated with the potential LNG pipelines along with the rest of the western sedimentary basin. Rigs required to drill for LNG are very much more sophisticated than traditional. Yield of 3.07%.

Price:
$9.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

(A Top Pick Oct 21/13. Up 20.82%.)  His favourite bank globally. Have had a great growth record in North America, and he thinks that will continue. Yield of 3.46%.

Price:
$54.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Trimac-Transportation
TMA-T
Peter Hodson

11 or 12 times earnings and growth rate in the past was 50%.  Will benefit from better oil prices.  Business good.  Lots of repeat business.  50% owned by management.  Dividend is 4% with room to raise it.  Could be an acquisition candidate.

Price:
$7.010
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-10-27 TOP PICK Exco-Technologies
XTC-T
Peter Hodson

Products to the automotive industry.  Just won contracts in Germany.  Very well run company that flies under the radar screen.  They are doing so much better than the industry that they should get a better multiple than the industry.  Management owns a lot of stock.  Raised dividend not that long ago.

Price:
$10.250
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 20,147 entries
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