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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-05-29 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Don Vialoux

5 Month Canadian Treasury Bill. We are going into a period of exceptional volatility. You want to protect yourself against a situation where the federal reserve is expected to increase its rates.

Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-05-29 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Don Vialoux

2 Month Canadian Treasury Bill. There are a number of sectors that normally do very well in the summer time, so you want to set it up so that when those sectors come into the period of seasonal strength, you are all set to go if the technicals get lined up.

Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-05-29 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Jerome Hass

The largest owner of shellfish quotas in North America. Likes the long-term dynamics of the business. Seafood is scarce and getting scarcer, so as a consequence you are seeing a very robust pricing across all their seafood products. On top of that quotas are becoming more valuable over time. Also, there is increasing demand as people become a lot more conscious of the benefits of seafood and proteins, particularly in Asia, but more so lately in North America. A nice defensive name that is relatively uncorrelated with what is going on in the rest of the economy. Dividend yield of 1.25%.

Price:
$13.250
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-05-29 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

Essentially a provider of foreign exchange to financial institutions. Likes this as a low-risk, high growth business, that has the potential to be something very big. They carved a niche for themselves in the provision of foreign exchange. They can do foreign exchange cheaper and more efficiently than the banks themselves. Analysts are looking for 35% earnings growth in the next 2 years, and he thinks they are going to exceed that. Management has a history of under promising and over delivering. Feels it could be a $50 stock in the not too distant future.

Price:
$35.320
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-05-29 TOP PICK EnerCare-Inc
ECI-T
Jerome Hass

A very safe name. An ideal name for retail investors. Has a 5.5% sustainable dividend yield. About a 60% payout ratio, and using maintenance CapX, it drops down to about 48%. Trading at about 8.5X EV to EBITDA, while other utility names trade at about 11 times. They have a growth profile that utilities don’t have, through the sub-metering business.

Price:
$14.500
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-05-29 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Don Vialoux

You want to set up your portfolio so that when the summer rally happens, (he thinks it will happen between now and the end of October) you have the ability to go into it. This is short-term corporate and government bonds, basically a form of cash, giving you the ability to take some cash out for investments. In the meantime, you pick up a little bit of return.

Price:
$10.130
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-05-28 TOP PICK DH-Corporation
DH-T
Paul Harris, CFA

He likes it and owns it.  It is a ‘thin-tech’ company.  Cheques are 20% of their business still.  They made acquisitions that give them a bigger presence in the US.  They can continue to grow both organically or with bolt-on acquisitions.  The one risk is that they are not merging the sales forces in the last acquisition, so it is something to look out for.  You won’t see a lot of dividend increases because they really want to grow.  They should grow quite substantially over the next little while.

Price:
$41.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Element-Financial
EFN-T
Paul Harris, CFA

They just did an issue to get cash for acquisitions.  They may do a deal with GE for their capital business.  You can certainly see it go higher from here.

Price:
$18.800
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Harris, CFA

It is a real estate corporation and does not pay a dividend.  It is trading at a 25% discount to its NAV.  People worry because it is in Alberta.  He thinks that business will be fine.  They have a great balance sheet and liquidity so they can make acquisitions.  It has fallen as people worry about Alberta.

Price:
$38.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Martinrea
MRE-T
Patrick Horan

Lower PE compared to MG-T and they have margin expansion.  MRE-T has had very flat margins and he thinks they will now expand from 6 to 9% so you get faster earnings growth. 

Price:
$14.180
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Saputo-Inc.
SAP-T
Patrick Horan

Short.  It is expensive.  This is ultimately a low growth market.  They are a good management team, but facing headwinds in Canada and the US.  It looks like it will roll back.  He has shorted for at least a year and will stick with the short.

Price:
$34.340
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Canadian-Satellite-Radio
XSR-T
Patrick Horan

Hasn`t done that well in the past.  There were large sellers like the CBC and they have not sold anything yet so that is an overhang.  It has a 7% dividend and decent growth.  Auto sales should stick in and benefit this company.  He thinks it has upside. 

Price:
$5.810
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-27 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

We are always going to have to have food.  We have to grow more food in the next 40 years than we have grown in the last 10,000 years just to feed the global population.  Climate change says that some of the best farmland is going to fry some of our food.  It is a supply and demand story.  It is global.

Price:
$34.350
Subject:
PERSONAL FINANCE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2015-05-27 TOP PICK Painted-Pony-Petroleum
PPY-T
Bill Bonner

(A Top Pick July 16/14. Down 35.05%.) Altagas (ALA-T) made an investment in the Company, which gave them access to a gas plant that will be built in 2016. This will take their production from 16,000 BOE to 40,000 BOE in the next 18 months to 2 years. That is a huge lift. With Altagas, they don’t need the LNG play to move their gas to market. They make about a 15% return at $2.40 of MCF.

Price:
$8.210
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-05-27 TOP PICK Rock-Energy-Inc.
RE-T
Bill Bonner

Have done a really good job in their Saskatchewan oil assets. One of the neat things that happened at their Mantario project is an enhanced recovery program with a polymer flood. The royalty rate drop from 25% to 1% which gave an instant boost to cash flow. There breakeven point is $25 oil, so there is lots of running room there. At this price it is a screaming buy.

Price:
$3.510
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-05-27 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Bill Bonner

Just acquired Surge Energy’s (SGY-T) south east Saskatchewan oil assets, which gives them a massive toe hold in that region. There is lots of confidence in their ability to exploit those assets. Great dividend which is absolutely secure. Impeccable balance sheet. They have a great play in Alberta, (Monarch) which is a huge resource play that could over time bring thousands of barrels of production to them.

Price:
$9.490
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-05-27 TOP PICK Vanguard-MSCI-Emerg.-Mkt.-ETF
VEE-T
John DeGoey

You should have 20% exposure to emerging markets. 

Price:
$32.550
Subject:
PERSONAL FINANCE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2015-05-27 TOP PICK iShares-Exponential-Technologies-ETF
XT-N
John DeGoey

It is positive disruption such as nano-technology.  It is a new product that just started trading.

Price:
$26.447
Subject:
PERSONAL FINANCE & ETFs
Bias:
DEFENSIVE
Owned:
No
2015-05-26 TOP PICK Badger-Daylighting
BAD-T
Norman Levine

This went from being a dividend play, to being a value play, to being a growth stock, to being a momentum stock. Once the wind was taken out of the momentum stock, he started to become more interested again. It has come down a lot because about half of its revenue and earnings comes from the energy area. They have been successful in 2 things. 1) Moving their trucks away from energy towards utility and other areas and 2) growing their presence in the US. Earnings from the US are starting to come through. Dividend yield of 1.24%.

Price:
$28.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK Bank-of-Nova-Scotia
BNS-T
Norman Levine

This is his only Canadian bank. It is the cheapest of the Canadian banks, with the second-highest yield of 4.24%. Investors don’t like the fact that it has a lot of operations in Latin America and in Asia, whereas he loves that. That is going to be where the growth is. He doesn’t want a bank that has a lot of Canadian exposure because of headwinds on weak energy prices.

Price:
$64.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK Equity-Financial-Holdings
EQI-T
James Hodgins

(A Top Pick June 20/14. Down 9.95%.) The story has not changed. They hired a new CEO and have spent the last year rebuilding the talent base in terms of mortgage originations within the company. Trades below its Book Value, only because the mortgage book shrank over the past year because no one was selling mortgages. They have now re-staffed, so you are going to start to see the mortgage book grow again, which he expects to happen this quarter. When that happens, and the market sees that turn, it is going to start pricing in looking forward. Could see a double in 2-3 years with very little risk.

Price:
$9.060
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-26 TOP PICK Innova-Gaming-Group
IGG-T
James Hodgins

There is no coverage on the street as yet. Once that happens and it gets more publicity, it will go higher as it gets better known. They make video lottery terminals that the OLG and Lotto Quebec are putting in bingo halls. Also, have 4 states that are trying them out. They provide a slot machine like experience. They get really good traction and share the revenue effectively with the OLG. It is a recurring revenue model. He has them trading on a forward basis at 4.5X EBITDA, which he thinks is way too cheap. OLG is planning on expanding this pretty quickly throughout Ontario, and maybe even trying it in bars as well.

Price:
$3.960
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-26 TOP PICK SGS-SA
SGSN-VX
Norman Levine

Trades on the Zürich stock exchange as well as the pink sheets in the US. The biggest in the test, measurement and verification business globally. When companies produce products, commodities, etc. their laboratories make sure that what they are selling is what they said they are selling. Hasn’t been a good performer in the last little while, which caught his attention. Replaced the CEO in the 1st quarter of this year and he thinks the new CEO is going to help their Chinese business. He is also a cost cutter. The dividend grows on a regular basis.

Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK TeraGo-Inc.
TGO-T
James Hodgins

Acquired Rackforce Networks recently and there is also new management. They are changing their direction from just offering data access to companies, to also doing web hosting and cloud services. Have hosting centres right across Canada now. The only independent company to have that. You are going to see good organic growth with this company, filling up those Rackforce data centres. When they do that, you could easily see the company going for sale, and it could be a double.

Price:
$6.200
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Jason Mann

Short.  All the utilities are falling into this bucket of being expensive.  Utility stocks are going to be under pressure.  They are expensive and carry a lot of debt. 

Price:
$9.760
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Badger-Daylighting
BAD-T
Jason Mann

It was a growth darling a year ago and then missed a quarter, then the energy decline impacted it.  This one fits his trend of wanting to move back into cyclical names.  It has good valuation.  High ROEs and a 10 year track record of growth.  They are the market leader and that is a good barrier to competition.

Price:
$29.940
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Black-Diamond-Group
BDI-T
Jason Mann

Energy services.  It got hit hard in the fall.  It is not a super high margin business.  It bottomed.  It has all the metrics he looks for.  6% yield.  It is a recovering story.

Price:
$15.180
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Walt-Disney
DIS-N
John Zechner

This has been the greatest growth stock over the past 40-50 years. What he likes is the way they continue to change and adapt to the market that is out there. More importantly is that they take all of the content and cross sell it in the various media, whether it is television, gaming, merchandising, theme parks, etc. There is no bigger owner of content globally. Market multiple is only 20X for all of this. Dividend yield of 1.04%.

Price:
$110.260
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Manulife-Financial
MFC-T
John Zechner

Have done a pretty good restructuring over the past couple of years. A rising interest rate is going to benefit the life insurance companies. They reduced their exposure to the stock market volatility pretty dramatically. More importantly, their core earnings growth is coming through. Have growth in Asia and strong growth in wealth management. Trading at a discount to what insurance companies typically have traded at, and a big discount to what the banks are trading at. Dividend yield of 2.96%.

Price:
$22.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Uranium-Participation-Corp.
U-T
John Zechner

Uranium is one of the few commodities trading at a discount to its global cost of production, of around $60 a ton. You are not going to see new supply from mines until you see something around that price. The long-term contract price is around $50 and the spot price is around $35. With this company, you are effectively buying uranium at a bit of a discount at around $33-$34. At some point there will be a rise in the global cost of production. There are a couple of catalysts including 1) all of the Chinese reactors coming on in the next couple of years, 2) a restart of some of the Japanese reactors and 3) supply is going to be constrained with no new supply coming on.

Price:
$5.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 30 of 20,989 entries
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