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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-01-27 TOP PICK Chicago-Bridge--and--Iron-Co.
CBI-N
Mike S. Newton, CIM FCSI

He gives this with a strong advisory to keep your position very small as an initial position. Shares sold off 55% since its highs. Most of the Street is readjusting down on it. He thinks it has been discounted down to a much more onerous scenario than what might play out. Most of their business is from the downstream liquefied gas. The riskier part is not a big a part of their business. Yield of .72%. Only take a 1% position in this and make sure you have a stop in it.

Price:
$39.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-27 TOP PICK First-Asset-MorniingStar-Canada-Value
FXM.A-T
Mike S. Newton, CIM FCSI

2 things are facing the average investor. Do want to take that marginal dollar and convert it into US to buy what he thinks is still a very dynamic market. This ETF is based on the MorningStar CPM system, which is well-known with the Bay Street crowd. It is a quant series of factors that looks for valuation and analysts’ upgrades, and narrows it down to 30 stocks. It is 7% in energy where the TSX is 22%.

Price:
$14.320
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-27 TOP PICK Rona-Inc
RON-T
Joey Mack

5.4% bond maturing Oct 20/16. (He is biased towards the short term because the market still feels fairly expensive. Corporate credit still offers pretty good value.) This is a little under 2 years and yielding over 3% while Canada bonds offer 5%, which is a huge yield pick up. However, it is not an investment great company. They have had some pretty good numbers as of late. He is pretty confident they will be able to refinance fairly easy come 2016.

Price:
$12.590
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2015-01-27 TOP PICK Russel-Metals
RUS-T
Joey Mack

6% bond maturing April 19/22. (He is biased towards the short term because the market still feels fairly expensive. Corporate credit still offers pretty good value.) They have their challenges right now. They are a metals business, so a big part supports oil and gas, but on the other hand there are a lot of maintenance products they provide. Pretty low levered and has a pretty strong balance sheet.

Price:
$24.330
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2015-01-27 TOP PICK Westjet-Airlines
WJA-T
Joey Mack

3.287 % bond maturing July 23/19. (He is biased towards the short term because the market still feels fairly expensive. Corporate credit still offers pretty good value.) This is basically a four-year piece of paper yielding 2.5%, but this is an investment great company. Airlines benefit from lower oil prices, which is another reason he likes this one.

Price:
$30.830
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2015-01-27 TOP PICK Wynne-Resorts-Ltd.
WYNN-Q
Mike S. Newton, CIM FCSI

70% of their revenue is from Macau. Macau, for the 1st time, saw a pretty dramatic drop in its gaming metrics, and the shares took a hit. Macau does about $44 billion in revenue. It is a 5 hour flight away from 2 billion people. There is a lot of regulatory scrutiny around the name. Gaming revenues started turning round in the 2nd half and he decided to start accumulating this because of valuation and a 4.5% yield. They have a history of doling out special dividends. Dividend of 3.87%.

Price:
$155.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-26 TOP PICK American-Tower
AMT-N
David Burrows

This is a REIT that owns cell towers. About 65% of their revenue comes from North America, so it is fairly domestically focused, although they do have Latin America, India and Germany. It costs them almost nothing to add new capacity. There is very little in the way of capital investment in this business. You can continue to see very strong dividend growth. Yield of 1.49%.

Price:
$101.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-01-26 TOP PICK CAE-Inc
CAE-T
Patrick Horan

The military train their people in simulators more and more.  They have an excellent portfolio of civil and defense. 

Price:
$16.090
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 TOP PICK Walt-Disney
DIS-N
David Burrows

The 1st place people spend money when they have more, is on leisure and travel. Their parks are doing remarkably well and they have 2 big movie franchises rolling out later this year. They seem to be able to monetize their properties extremely well. There are all kinds of doors opening as outlets for media, so their content is in great demand. They are going to open a new theme park in Shanghai this year. Dividend yield of 1.21%.

Price:
$94.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-01-26 TOP PICK Evertz-Technologies-Ltd.
ET-T
Patrick Horan

TV technology, a leader in their space.  They benefit from a strong US dollar.  He expects their margins to improve and revenues to increase.  Management executes very well.  They are getting kicked out of dividend ETFs due to a rule change and this brought the stock down.  4% dividend.  There are high barriers to entry for competitors.

Price:
$16.400
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 TOP PICK Martinrea
MRE-T
Patrick Horan

7 times earnings.  It will grow 15-20% a year over the next 3 years.  They have a new CEO and a board that is a little smarter than the last one.  It is possible this company could get sold.

Price:
$9.540
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 TOP PICK Starbucks
SBUX-Q
David Burrows

This company has done a wonderful job in managing their brand. They have multiple moving parts that help them to build on their profitability. The dividend has grown 25% a year over the last 3 years. You have a strengthening consumer on the back of weak oil prices. They have a wonderful loyalty program. Same-store sales came in stronger than expected. Technically the stock just broke out a couple of days ago. Yield of 1.45%.

Price:
$88.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-01-23 TOP PICK Altagas-Ltd
ALA.PR.G-T
Randy LeClair

Preferred series G 4.75%. (ALA.PR.G-T). Energy pipeline. This is trading a little bit above par. It resets in 2019 and is 306 basis points, so you have the spread protection.

Price:
$25.500
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Co-operators-General-Insurance-Co
CCS.PR.C-T
Randy LeClair

Preferred series C 5%. (CCS.PR.C-T). This can be redeemed in 2016 at $25. Currently trading at $24.31, below its par value. It gives you yield of 7.36%.

Price:
$25.000
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Central-Fund-of-Canada-Ltd--A-
CEF.A-T
Jaime Carrasco

This is just bullion, gold and silver stored. A good play just on the commodity itself. 50% gold and 50% silver.

Price:
$16.620
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Dream-Office-REIT
D.UN-T
Jaime Carrasco

A good conservative company. Well-managed and a good dividend. Solid.

Price:
$27.280
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Emera-Inc.
EMA.PR.E-T
Randy LeClair

Preferred series E 4.5%. (EMA.PR.E-T). A perpetual, paying about $1.25 annually. Has current yield of about 4.8%. Currently trading at $23.45 giving you over a 5.5% yield if they take you out in 2023.

Price:
$24.000
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK RESASS-Services
RSS-CN
Jaime Carrasco

This is going to be the high-tech story in Canada. They developed a platform for real estate agents and have over 300,000 users now. The only problem with it was that it was not trading in the US, but it has now started trading there. Now a global operation. It’s illiquid.

Price:
$3.430
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-22 TOP PICK Blackrock-Inc.
BLK-N
Stan Wong

Money manager, managing $4.6 trillion, $1 million which is in ETF’s. Holds a very enviable position in that fast-growing passive investing space, through the iShares franchise. Also, very strong in the fixed income business, which will attract assets given the aging demographics. 17X forward PE. Long-term growth is probably 10%-12%. Yield of 2.42% with probably a 10% growth rate.

Price:
$360.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK IGM-Financial-Inc.
IGM-T
David Cockfield

(Top Pick Jan 22/14, Up 12.14%) Benefited from currency fluctuations.  The technology sector runs a bit with the economy.  You need to get your US content up and this is a safe way to do it.  Good expense ratio.  A good solid way to participate in the US tech sector.  Broad diversification.

Price:
$44.820
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Stan Wong

Have both Macy’s and Bloomingdale brands. Extremely well-managed. They are executing very well within store, e-commerce and their marketing initiatives. Revenues are 100% from the domestic US market. The improving US labour market and lower energy costs means more money for consumers to spend. 13X forward earnings with 10% long-term EPS growth.

Price:
$65.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Union-Pacific-Corp
UNP-N
Stan Wong

The largest rail transportation company in the US. They cover 22 states (2/3rds of the country) covering the west coast. Everything from coal, grain, food, auto parts, etc. You are seeing accelerating growth for the US economy. 1.67% dividend yield.

Price:
$119.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Vangrd-Dividend-Appr.-E.T.F.
VIG-N
David Cockfield

Thinks the Canadian dollar will continue to be weak.  You should have some US participation in your portfolio.  It has all the big names in it.

Price:
$81.450
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

Very steady.  Good diversification.  A lot of individual stocks in it.  It works great.  It might lag in a hot market.  2015 will be volatile and this is a safe place to park your money.

Price:
$26.250
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK Crombie-Real-Estate-Investment-Trust
CRR.UN-T
Bruce Campbell (1)

Has lagged RioCan (REI.UN-T), he thinks because of liquidity. It has the Safeway acquisition, through its parent Empire Sobeys, which it has to refurbish, and will have above-average growth from them. The shipping contracts in Nova Scotia are finally being signed, and he thinks this company will be a beneficiary there as well. You get a 6.72 % yield in a lower rate environment.

Price:
$13.220
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK iShares-S-and-P-US-Preferred.-E.T.F.
PFF-N
Terry Shaunessy

Considers this to be fixed income.  It is investment grade preferreds.  This is always an overlooked category.  5.5% yield and no withholding tax in an RRSP. 

Price:
$39.710
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-21 TOP PICK Royal-Bank
RY-T
Bruce Campbell (1)

Has some US business, which is a benefit to them. This has pulled back an awful lot here, and discounted a lot of the capital markets side. The next couple of quarters won’t be great in that area, but will be a year from now. Dividend yield of 3.89%.

Price:
$76.610
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Bruce Campbell (1)

This is a way to dip your toe into the energy sector without having to be in it directly. Has an asset value in the low $60’s. Thinks there is a transaction coming on the sale of the toll Highway 407 in the next 2-3 months where they will get something like $20 a share in cash. Energy exposure is about 15% of their business, through Kentz which they acquired last summer. The Kentz business has a huge backlog, which they are not seeing any decline in because they are long life, five-year projects. Yield of 2.31%.

Price:
$41.340
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK Vanguard-FTSE-All-World-ex-Canada
VXC-T
Terry Shaunessy

The entire world except Canada.  Great for diversifying outside of Canada.  Recommends 10-15% of a portfolio for this one.

Price:
$28.090
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-21 TOP PICK iShares-MSCI-Eur-IMI-Idx
XEU-T
Terry Shaunessy

Europe and the UK.  Financials, health care and consumer goods.  Pretty conservative sector tilt to it.  Almost 60% of it is in his 3 favourite countries.  The Canadian dollar is expected to lose ground against all three of those currencies, so no need to hedge.

Price:
$20.730
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
Showing 1 to 30 of 20,501 entries
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