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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-08-27 TOP PICK American-Tower
AMT-N
Michael Bowman

We all love to hate the towers that are out there, but this company owns about 70,000 of them, mostly in the US. They just picked up another 4,000 international towers. Earnings were up about 13% last quarter. They secured another $649 million in acquisitions. There is a consolidation going on in the industry and this company leads the way. The dividend is only 1.89%, so he is looking at it for capital gain. The dividend did increase 29% last quarter and the company has targeted a 20% dividend growth going forward.

Price:
$93.870
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Walt-Disney
DIS-N
Stan Wong

The selloff on this began with their cable subscribers being reported to have fallen a bit. However, when you look at their other 3 parts of their business, studios, theme parks and consumer products, those are doing extremely well. They are very integrated company that can produce a film, put it out to TV, sell you a whole bunch of toys, and also put it in their theme parks. These parts override what is happening on the cable side. Cable is only 30% and ESPN is only a fraction of that. Dividend yield of 1.29%.

Price:
$102.170
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Facebook
FB-Q
Stan Wong

1.5 billion users, which is part of the thesis of why he owns the stock. It is the best stock to own in the social media space. It gives you the opportunity to accumulate ownership in the world’s largest social media company. They are forecasted to grow their long-term earnings by 25% a year.

Price:
$89.730
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
Michael Bowman

Everybody should have some biotech in their portfolio. These are companies that develop drugs that help our friends and relatives, and are a very important part of the economy. Extremely volatile. There is probably no other sector out there that will give you such huge potential over such a short period of time. Of the companies with over $500 million market cap, 81% of them are 10% below their 52 week high, and this is a great time to buy it.

Price:
$350.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Nike-Inc
NKE-N
Michael Bowman

The best performing Dow component this year. They had a very good year last year, which was basically because of the World Cup. It was doubtful that they would outperform on the earnings side this year, but they have. Had some issues in China and he thinks China is going to be the growth area for them. Dividend yield of 1.01%.

Price:
$112.620
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK UnitedHealth-Group-Inc
UNH-N
Stan Wong

The largest diversified health care services company providing healthcare benefits and assistance to people in the US and Brazil. Positioned to benefit from Obama care and the aging US population. Growth rate relative to its peers is quite strong. They are going to grow in terms of membership because of what is happening with insurance in the US. Dividend yield of 1.7%.

Price:
$117.770
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-26 TOP PICK Apple
AAPL-Q
Gordon Reid

Valuation is barely over 10X earnings. $202 billion of cash on a $635 billion market cap. 89% of that cash is offshore and hard to access, but this is a company that is just a cash machine and doing extremely well. The street forever wants to find a fault, and this month it is China. Their growth in China is dramatic, $13 billion last quarter, up 100% year-over-year, but people are worried. He thinks that in 5 years the iWatch will have proven to be so much more revolutionary than the iPhone, iPad or the iPod. It is not a watch, it is a sensory device. It is going to change our lives. Dividend yield of 1.9%.

Price:
$109.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Boeing
BA-N
Gordon Reid

The visibility on this is fantastic. They have come through their development stage with the 787, a revolutionary airplane. They have developed the 737MAX and the 770X. These are all airplanes that are designed to be more fuel efficient. Fuel efficiency is golden to airlines. They have over a $5 billion backlog, which is about 7 years of sales. This is a cash flow machine. All they are doing right now is spitting out airplanes and delivering them. Not trading at a high multiple. Dividend yield of 2.81%.

Price:
$129.340
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Badger-Daylighting
BAD-T
Stephen Takacsy, B. Eng, MBA

This is a great company. The biggest fleet of hydro-vac trucks in North America, mostly in Canada initially. Have been growing tremendously in the US over the last few years. Got whacked because they had exposure to the oil/gas industry in Western Canada. Very high margin free cash flow business. They are really targeting the utility and municipal segment, and their reliance on the oil/gas segment has come way down. Dividend yield of 1.89%.

Price:
$19.290
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK DirectCash-Payments-Inc
DCI-T
Stephen Takacsy, B. Eng, MBA

Trading at about 5.5X EBITDA for a company with low CapX, high free cash flow and recurring cash flow. They made some acquisitions. The biggest ATM network in Canada and Australia, and the 3rd biggest in England. Through their Threshold acquisition they manage the exchange network which manages transactions at thousands of ATM machines. Dividend yield of 12.12% is sustainable with a payout ratio under 60%. In the next quarter and going forward you are going to be seeing increases year-over-year in profitability.

Price:
$12.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK La-Z-Boy-Inc.
LZB-N
Gordon Reid

A derivative play on the housing recovery. This company does well when the housing market does well. They are managing their business very well. Not only growing revenue, but are expanding margin. He is expecting about a 250 basis point expansion and margin over the next few years, which will go straight to profits, because it is operating leverage. Dividend yield of 1.17%.

Price:
$27.320
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Ten-Peaks-Coffee-Co
TPK-T
Stephen Takacsy, B. Eng, MBA

In a strong growth position now. Their decaf, which is chemical free and organic, is the only one that can use the words Swiss Water in it. They supply big chains like Tim Hortons and McDonald’s in Canada. They are just starting with McDonald’s USA. There is a whole 3rd wave of specialty coffee retailers developing in the US. They have perfected their technology so that you cannot tell the difference between decaf and caffeinated anymore. They are not able to retain the caffeine and resell it, but if they were ever able to do that, it would be icing on the cake. Thinks they can easily do $10 million EBITDA. A very unique, high margin, high barrier to entry, pre-cash flow generating company, that is going to be building a new plant and doubling its capacity. Dividend yield of 3.29%.

Price:
$8.200
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Eric Nuttall

The most mispriced oil/gas stock in Canada that he can find. Their proved reserves can produce oil for 10 years. At $55 oil, it is trading at 5.5X its total corporate value relative to cash flow. That means you are getting part of the proved reserves for free, their probable reserves for free and all of their own booked inventory for free. It has never traded as cheaply as it has today. Eliminated people’s major concerns and cut the dividend so it is right sized. He has it being sustainable at about $50-$55 or higher. The cash flow is around 2.5X. Eliminated their DRIP so there is no dilution. Dividend yield of 9.02%.

Price:
$12.790
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK CRH-Medical-Corp.
CRH-T
Jason Donville

The best small-cap company in Canada that he can recommend. Great management team. 9X 2016 earnings. 31% ROE. He is very comfortable in saying that in 5 years it will be a $25 stock.

Price:
$3.930
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK MTY-Food-Group
MTY-T
Jason Donville

Has ROE every year of 20%, very consistent. Not much of any leverage in the business, and very little economic sensitivity. Extremely well-managed. Trading at 14X 2016 earnings, which is really cheap for this kind of growth. Dividend yield of 1.23%.

Price:
$32.670
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Northern-Blizzard-Resources-INC
NBZ-T
Eric Nuttall

Has fallen from $18 and he started buying at around $4. This company is 60% hedged on oil production next year, close to $80. Debt to cash flow is below 3X using Strip pricing. Have no debt maturity until 2022. Recently cut the dividend by 50%, and current yield is around 14%. Doesn’t see that being cut anytime soon. They are 100% Saskatchewan, so you have no exposure to the NDP uncertainty.

Price:
$3.680
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Eric Nuttall

Doesn’t view the dividend as likely to being cut. Even if it is, the stock has been pounded so badly that he feels the stock would rally, not go down. Relative to its proved reserves, it is trading at around 6X cash flow and has never traded this cheaply. Its proved reserve life is around 9, so you are getting the proved reserves for free. Dividend yield of 11.3%.

Price:
$4.750
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK Valeant-Pharmaceuticals
VRX-T
Jason Donville

Has taken on a lot of debt to fuel its acquisitions. This is run by business development people who are backed by really good operators, which will take it the next step higher. Track record is outstanding. There is no economic sensitivity to the consumption of pharmaceuticals, eye care products, etc. Trading at only 14X 2016 earnings, which is cheap for a high-quality large cap growth stock.

Price:
$293.790
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-24 TOP PICK CASH
CASH
Keith Richards

(A Top Pick July 14/15.) He is holding about 50% in cash and is not ready to deploy that yet. Seasonally, August and September can be a little bit crummy on the market. There are a lot of great stocks, but he waits for the overall market to signal.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 TOP PICK Canadian-National-R.R.
CNR-T
Peter Brieger

Grain and fertilizers are 15.8% of their business. Coal is 4.1%, forest products are 13.6%, energy is 19.8%, automobiles 9.2%, metals are 12.6%, intermodal is 23.3% and diversified is 5.5%. Even in the face of a slowdown in volumes, it has managed a price increase, reacted very quickly by putting a freeze on hiring, and retired 200 locomotives and 10,000 railcars. They still produced a record 56.4% operating ratio.

Price:
$72.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK iShares-Global-Agriculture-ETF
COW-T
Keith Richards

(A Top Pick July 14/15. Down 8.02%.) Chart is showing a classic uptrend. Volatility has been low. Seasonally, agricultures tend to move between now and the end of the year. It has a pretty good mix.

Price:
$31.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 TOP PICK Manulife-Financial
MFC-T
Peter Brieger

Down 21.3% from its high, well beyond the decline of the TSX. Growth rate and consensus earnings per share is 19% this year, 16% next year and 13% the year after. A far greater discount than it should be. Its 3 major divisions are Asia, the US and Canada. Asia, 27% of its business, is up year-over-year at 23%. Wealth management, 33% of the business, is up 31%. Canadian business is 33% of its business and is up 31%. US is 36% of its business and is up only 1%. Dividend yield of 3.49%.

Price:
$19.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

Down 15.4% from its high. The discount on this is far too great, even taking into account the banks headwinds in Canada of real estate and oil. The opportunity for their US division to increase their mortgage exposure is tremendous. They are the exclusive distributor for Nordstrom retailer credit cards. Dividend yield of 4.18%.

Price:
$49.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Keith Richards

This is a boring position and he doesn’t expect a lot of upside, but also doesn’t expect a lot of downside. Thinks if you were to look at this position a month or 2 from now, you will find it more or less at a similar price. He expects it to be flat but to earn a dividend on it.

Price:
$43.370
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-21 TOP PICK Aecon-Group-Inc
ARE-T
Hap (Robert) Sneddon FCSI

Just had a fantastic quarter, which sets up a nice trend for the remainder of the year. One thing that is really positive is that all of their infrastructure stuff is kicking on all cylinders. He is looking for a target at one of the old highs at about $17. Good risk/reward.

Price:
$11.950
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Emera-Inc
EMA-T
Hap (Robert) Sneddon FCSI

Just blew away a quarter which was fantastic. Raised their dividend with a 21% increase. This is in a great sector. Had a little bit of a break out recently. Fantastic business and really well run.

Price:
$43.400
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Home-Depot
HD-N
Cameron Hurst

It is cyclical. Pump prices and jobs are all favouring home improvement. People are now getting around to discretionary home improvement from after the last crash. Posted a phenomenal quarter with buybacks in place. Dividend $0.59 Yield is 1.99% Estimated P/E: 22.32 Doing everything right.

Price:
$116.160
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2015-08-21 TOP PICK iShares-Trust-Dow-Jones-U.S.-Telecom-Sector-Fund
IYZ-N
Hap (Robert) Sneddon FCSI

In a really good space. Seasonality is coming up for it and it is happening a little bit early. Risk/reward is really good. Chart shows a couple of places where support will come in. If it breaks above the $30 level, it would be really positive. Has a target of $35.50.

Price:
$28.850
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Monster-Beverage-Corp
MNST-Q
Cameron Hurst

Energy Drink maker.  Growth market, dominant market share, Coke a year ago took a stake in it of 17 billion, which has just recently closed. They are cash rich, with lots of capital action coming.  You are getting both a revenue line, and a share buy back which is great.  Feels that it has secular growth behind it.   Right now, as an individual he wouldn't invest, and would let the market shake out first.

Price:
$138.910
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-08-21 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

Largest health medicare contractor in the US. More healthcare will be needed in the future. The stock never seems to get ahead of itself. Sees more acquisitions coming. Solid management. Not going for home runs, all singles and doubles, which he really likes.

Price:
$116.280
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 21,362 entries
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