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

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Recent Top Picks

Date Signal Company Expert Opinion Price
2013-05-24 TOP PICK Agnico-Eagle-Mines
AEM-T 		Jaime Carrasco

Geography is North/South.  They are picking up a lot of companies.  They continue to add, taking advantage of cheap prices.  Their cash keeps building.  In the next run up this is going to perform very well. 

 Price:
$29.640
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Yes
2013-05-24 TOP PICK BB-and-T-Corp-
BBT-N 		Darren Sissons

2.8% dividend.  US banks are going to benefit as interest rates go higher.  This is an east coast bank.  Didn’t blow up during financial crisis.

 Price:
$32.820
Subject:
GLOBAL
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-05-24 TOP PICK DTE-Energy-Company
DTE-N 		Darren Sissons

Acquired Metro PCS.  Increase coverage in US.  Dividend is very safe.  Best economy in Europe. 

 Price:
$68.270
Subject:
GLOBAL
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-05-24 TOP PICK Callaway-Golf
ELY-N 		Darren Sissons

Turn-around story.  Suffered during financial crisis but as middle class recovers this will be a positive story.  They cut their dividend. 

 Price:
$6.800
Subject:
GLOBAL
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-05-24 TOP PICK Goldcorp-Inc
G-T 		Jaime Carrasco

(Top Pick Jun 15/12, Down 30.01%)  Got out and is waiting to get back in on weakness.  This is the one that is going to outperform.

 Price:
$27.700
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
No
2013-05-24 TOP PICK Australian-REIT-Income-Fund
HRR.UN-T 		Jaime Carrasco

Australian REIT.  They have not has the rise we had here in Canada. This one went through a huge reorganization that cleaned up the balance sheet but they haven’t had the move.  Australia is one of the only countries that can actually lower interest rates.  Pension funds are entering Australia.  Their economy is tied to resources and China, which would be a risk but that should be temporary.

 Price:
$11.100
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH
Owned:
Yes
2013-05-23 TOP PICK Altagas-Ltd
ALA-T 		Genevieve Roch-Decter

Loves it.  Phenomenal run in last little while.  New production in BC will increase cash flow next year.  Cash flow will be 80% utility-like next year.  It will get a multiple expansion next year.  3.7% dividend paid monthly.

 Price:
$39.680
Subject:
ENERGY
Bias:
BULL on ENERGY
Owned:
Yes
2013-05-23 TOP PICK Badger-Daylighting
BAD-T 		Genevieve Roch-Decter

Really, really boring.  When pipelines are broken they do pressurized water to fix them. At all time high but they keep growing their dividend.  Lots of market share for them to gain.  600 trucks, making 3 more every week.  They don’t need to raise money.  Pick away to build your position.

 Price:
$48.320
Subject:
ENERGY
Bias:
BULL on ENERGY
Owned:
Yes
2013-05-23 TOP PICK iShares-Japan-C$-Hedge-ETF
CJP-T 		John DeGoey

Japan has been in a big sleep that they just emerged from with a vengeance.  It has done next to nothing for the last 25 years so there is still a lot of value there.

 Price:
$11.540
Subject:
PERSONAL FINANCE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-23 TOP PICK Canexus-Corp
CUS-T 		Genevieve Roch-Decter

7% yield.  Just getting into energy infrastructure.  Truck to rail and pipe to rail.  Will probably increase dividend over next two years.

 Price:
$8.860
Subject:
ENERGY
Bias:
BULL on ENERGY
Owned:
Yes
2013-05-23 TOP PICK FT-AlphaDEX-Emerg--Mkt-Div-ETF
FDE-T 		John DeGoey

Hit the market yesterday.  Emerging market, dividend paying stocks.  They screen out the really bad ones.  Better than VEE-T if you want dividends and lower volatility. 

 Price:
$19.990
Subject:
PERSONAL FINANCE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2013-05-23 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T 		John DeGoey

Hard assets.  Infrastructure is a little less volatile than traditional commodities.  It is still global and an inflation hedge.  Lot of global diversification.

 Price:
$24.500
Subject:
PERSONAL FINANCE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-22 TOP PICK CitiGroup
C-N 		John Stephenson

This is the industry that lead us into the 07/08 crisis.  Now the company is transitioned into a retail machine and 65% of earnings come from outside US.  Deferred tax asset.  It is low risk.

 Price:
$51.000
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-22 TOP PICK Cisco
CSCO-Q 		John Wilson

Got into it last summer. Story has played out as he had hoped.  70% market share in core business.  Really well managed company.

 Price:
$23.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK Facebook
FB-Q 		John Wilson

SHORT – Valuation is rich.  More and more data is coming out about young people moving off of Facebook. 

 Price:
$25.159
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK CGI-Group--A-
GIB.A-T 		John Wilson

Liked for a while.  Integrating UK acquisitions much better than expected.  They will get a higher multiple.

 Price:
$32.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK JP-Morgan-Chase--and--Co
JPM-N 		John Stephenson

This is the best of breed, large cap financial institution in the world today.  Solid, diversified stream of earnings.

 Price:
$53.630
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-22 TOP PICK KKR--and--Co--LP
KKR-N 		John Stephenson

If you believe equity markets are going higher, you could see mid 20% return for S&P so you need to be in private equity.  5.3% yield.  Impeccable balance sheet.  Best of breed.

 Price:
$20.510
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-21 TOP PICK CASH
CASH 		Joseph Schachter

(Top Pick Feb 12/13, Flat) 20% makes sense.  30% of your oil-weighted portion of your portfolio should be in cash ready for the fall and into the new year.

 Price:
$0.010
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
Yes
2013-05-21 TOP PICK Crescent-Point-Energy-Corp
CPG-T 		Mason Granger

Core holding for him.  Sustainable dividend, low leverage.  Assembled a collection of assets that should offer a huge inventory.  Sustainable dividend.

 Price:
$38.220
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-21 TOP PICK Canyon-Services-Group
FRC-T 		Mason Granger

Forth largest pressure pumper in Canada, newest fleet.  Canadian focused.  Easy story to understand.  Almost 6% dividend. 

 Price:
$11.320
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-21 TOP PICK Long-Run-Exploration
LRE-T 		Joseph Schachter

(Top Pick Dec 5/12, Up 3.10%) Trades very cheaply.  Likes the mix.  They are moving more and more towards liquids and will be at 52% this year. Thinks the stock is very, very cheap and management has really refocused the company.  They have a dominant position.  This company could be a target for acquisition by a larger entity.

 Price:
$4.170
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-05-21 TOP PICK Niko-Resources
NKO-T 		Joseph Schachter

(Past Top Pick Sep 25/12) Had some balance sheet issues but they are gone now.  Trading at a discount to NAV.  The market is not giving any value for exploration.  Thinks it has some very attractive value.  Buy in the low $6 range.

 Price:
$6.200
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-05-21 TOP PICK Surge-Energy-Inc
SGY-T 		Mason Granger

A big shuffle at the top.  Struggled over last 6-9 months.  Problems in the field, missed guidance.  New CEO.  He has a plan to take the company into a premier dividend payer company.

 Price:
$4.890
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-17 TOP PICK Agrium--US-
AGU-N 		Jeff Young

Nice entry point due to planting season concerns, the  "Jana Drama" with the hedge fund and concerns of natural gas going up.   A very good footprint on the retail side. A couple of expansion programs are coming to an end, leaving more cash flow, which will go to share buy backs and dividends.

 Price:
$91.340
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK BHP-Billiton-Ltd-
BHP-N 		Norman Levine

Only based metal stock they own, and this is a long term investment. Has the best balance sheet in the industry. Has a good yield. Main products are iron ore and copper. as well as shale assests.  Have recently announced a cut in their capital expenditures, are building up cash waiting on other mining companies to be bought cheap.

 Price:
$67.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Bank-of-Nova-Scotia
BNS-T 		Norman Levine

He is moving his money outside of Canada and Scotia Bank has a large footprint in Latin America. Likes the prospects of outside of Canada currently.

 Price:
$58.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Canelson-Drilling
CDI-T 		Jeff Young

A small drilling company, with a very strong balance sheet. Have got horizontal drilling rigs, and if things turn up they will benefit.  Efficient operators with high quality top performing rigs.  Prefers the smaller guys as they fly under the radar, and have good relationships with the massive amounts of equipment. Could see $6 to $6.50 depending on what happens in the oil.

 Price:
$5.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Essential-Energy-Services-Ltd-
ESN-T 		Norman Levine

An oil service company, expanded outside of Alberta.  Managment is quite good. Have seventh biggest fleet in the industry. Payout is only 15%. Tried drilling in the Columnian market but cut their losses very quickly there.

 Price:
$2.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Twin-Butte-Energy
TBE-T 		Jeff Young

Will benefit from the reduction in heavy oils. Like Batex only with a smaller price. A long term hold. If oil stays at it's current levels, we could see $3 easily.

 Price:
$2.320
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 TOP PICK Boralex-Inc-
BLX-T 		Stephen Takacsy, B. Eng, MBA

One of the fastest growing power producers. Likes because it's not paying a dividend, so can get in at much cheaper valuations then it's peer groups, and it's also the fastest growing.  Will be doubling it's capactity in the next three years.   At some point will be paying a dividend, probably in the next 12 to 24 months which will drive the stock higher.  Sees it going to $20 to $25 range in a couple of years. Mostly in wind power in France, and thermal power in Canada. Have their biggest project, a wind farm in Quebec going on stream at the end of this year. This is the end of phase one which is the biggest phase, will be complete, which will probably give a dividend in the next 3 years.

 Price:
$10.680
Subject:
Canadian Equities
Bias:
BEAR
Owned:
Yes
2013-05-16 TOP PICK Walt-Disney
DIS-N 		Stan Wong

Waiting for a pull back before he gets in. Purchase of Marvel not that long ago, and Lucus films. First theme park in mainland China expected in 2016. Will continue to grow 10 to 15% earnings growth rate, so is a good stock to own. As the economy continues to improve they will grow as well.

 Price:
$66.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-16 TOP PICK iShares-DJ-Home-Construction-ETF
ITB-N 		Stan Wong

Hold Home Depots, and single family home type stocks. Is one of his top themes.

 Price:
$25.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 TOP PICK Qualcom
QCOM-Q 		Stan Wong

Recently purchased. Leading manufacturing of digital and wireless equipment. They have a chip set called snap-dragon which is geared towards the media center, video and television on the smart phone. Thinks tech is a bit undersold at this point.

 Price:
$65.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 TOP PICK Shoppers-Drug-Mart-Corp
SC-T 		Stephen Takacsy, B. Eng, MBA

A great defensive name, that should be bought and put away. Great demographics with the aging population will need more drugs and health care products.

Very well managed, huge cash shares. Showing good growth at the pharmacy level and the store front level.

Price:
$46.360
Subject:
Canadian Equities
Bias:
BEAR
Owned:
Unknown
2013-05-16 TOP PICK Wi-Lan-Inc-
WIN-T 		Stephen Takacsy, B. Eng, MBA

A patent technology company. Had a tough year last year, with litigation expensive, which will be seeing the fruits of their labor this year. They sue to make money. Most of the time, things are settled out of courts, they have a few jury trials coming up.

 Price:
$4.450
Subject:
Canadian Equities
Bias:
BEAR
Owned:
Unknown
2013-05-15 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T 		David Baskin

He likes being on top of the mix. The company is managing tremendous number amounts of assets for others. Return of equity goes up and up.

 Price:
$38.940
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 TOP PICK Home-Capital-Group
HCG-T 		Todd Johnson

The stock has been a little weak lately. They are an alternative lender. They are well capitalized. Trades at very low multiple to earnings around 9X. Long track record of profitable growth. Thinks the stock is low because of unfounded concerns of a housing price crash.

 Price:
$51.100
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Yes
2013-05-15 TOP PICK Home-Capital-Group
HCG-T 		David Baskin

The company is a lender to people with unconvential credit. People who are self-employed wihout a T4. The company's low  losses are terrific. Great credit control. Billion dollar in equity in company. Trading 7X earnings. Good value and growing nicely.

 Price:
$51.100
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 TOP PICK Intact-Financial
IFC-T 		Todd Johnson

Market leader in property and casualty business. Stock has been a bit weak lately because of the mandated Ontario auto premium reductions. Likely to earn around $6 a share this year. Payout ratio is about 30%, with a 2.8% dividend yeild. Management has been acquiring businesses, and are likely to continue doing so.

 Price:
$58.810
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Yes
2013-05-15 TOP PICK Magna-Int'l---A-
MG-T 		Todd Johnson

Has had a strong run on really good earnings growth. A very profitable business, but not making very much from Europe. If Europe comes back online then earnings will continue to do quite well.

 Price:
$65.080
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Unknown
2013-05-15 TOP PICK National-Bank-of-Canada
NA-T 		David Baskin

All banks are down. Good quality blue chip stock with over a 4% dividend. Good growth prospects. All Canadian banks are an absolute BUY right now.

 Price:
$74.260
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK Alamos-Gold-Inc
AGI-T 		Jon Case

Best in space, operating costs are cheaper than other companies, free cash flow. Estimated P/E Ratio is 18.85. Dividend is $.10 and yield is 1.38 %. It is one of the lowest all-in-costs in this space and has a great defensive name. May see $18-19 in next year.

 Price:
$14.410
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK B2Gold-Corp-
BTO-T 		Jon Case

( Estimated P/E Ratio is 10.02) Likes the growth and the strong management. High operating costs but lower than senior gold stock companies. Great free flow cash. Internally funded growth is not reflected in its share price.

 Price:
$2.350
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK Crocotta-Energy
CTA-T 		Joanne A. Hruska, CFA

Almost 10,000 barrels a day of production. Debt not out of control and have grown production. Management team is in their third go-around.

 Price:
$3.230
Subject:
ENERGY/RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-14 TOP PICK Enerplus-Corp
ERF-T 		Joanne A. Hruska, CFA

Story They were struggling for quite some time, market hated them, She met with them found that they had excellent valuation and new managment team, a turnaround in the making.  Stock went up after they bought, last week.

 Price:
$15.930
Subject:
ENERGY/RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK Gran-Tierra-Energy-Inc-
GTE-T 		Joanne A. Hruska, CFA

Has a wonderful valuation because everybody's hated it for a long time. They just had a discovery in Peru.

 Price:
$6.280
Subject:
ENERGY/RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK Osisko-Exploration-Ltd-
OSK-T 		Jon Case

(Estimated P/E Ratio: 14.95) Best name in this space. Ramping up production towards steady state. Cash costs are going down. Great potential.

 Price:
$4.290
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Allied-Properties-REIT
AP.UN-T 		Andy Nasr

Likes because of the development potential. Unique asset class.  Thinks the stock is currently undervalued.

 Price:
$34.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T 		Andy Nasr

Consistantly increased their dividend. Good managment.  Just made some additional acquisitions which will go right to the bottom line.

 Price:
$38.150
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Crescent-Point-Energy-Corp
CPG-T 		Zachary Curry

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.

 Price:
$38.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Kinross-Gold
K-T 		Zachary Curry

Has new management team. New mines coming on, pretty good cash position. Management is being cautious. Down from 16 to 5.5 so buying now is fine.

 Price:
$5.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 TOP PICK Morguard-North-American-REIT
MRG.UN-T 		Zachary Curry

Management team, with real estate business. REIT is transitioning to move to the US. Rates will stay lower for longer.  A long term investment. Balance sheet in good shape.

 Price:
$11.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Quebecor-Inc--B-
QBR.B-T 		Andy Nasr

Owns mobile and wireless media.  In two years will be able to produce a dividend, which will push the stock to near $70.

 Price:
$44.310
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-05-10 TOP PICK Aecon-Group-Inc
ARE-T 		Bruce Campbell

They are a bit lumpy.  They occasionally miss on a contract.  Stock took a hit because of a write off recently.  2.78% dividend.  Recurring revenues are growing.  You might get a multiple increase from it.

 Price:
$11.600
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 TOP PICK Crescent-Point-Energy-Corp
CPG-T 		Bruce Campbell

(Top Pick June 28/12, Up 10.52%) He finds it fairly compelling in value and the yield allows you to buy it and hold it.  Great production, raised guidance.  7.19%.  Would not be as excited if it were not for the yield because you have to buy it early.  Likes it.  It was a serial acquirer and that was everyone’s problem.  They have 10 years of places to drill. You get paid to wait.  They are hedged, too. 

 Price:
$38.380
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 TOP PICK Cenovus-Energy
CVE-T 		Bill Harris, CFA

Low cost producer.  Has refining also.  Most sensible, conservative way he can own oil in Western Canada.  It is 3% position for him.

 Price:
$30.270
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
2013-05-10 TOP PICK Mosaic-Company--The-
MOS-N 		Bruce Campbell

Different than POT and AGU.  This one is a special situation.  It has phosphate which is his favourite nutrient.  12 times earnings.  $2.5 billion on the balance sheet.  Thinks they will buy back stock with the extra cash.

 Price:
$63.280
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 TOP PICK Sherritt-International-Corp-
S-T 		Bill Harris, CFA

Just sold his Sherritt bonds because they may restructure the company in a way that is not good for the bonds but is good for the stock.  The stock itself with almost 4% yield should give him 10% return. 

 Price:
$4.870
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
2013-05-10 TOP PICK Yamana-Gold-Inc-
YRI-T 		Bill Harris, CFA

(Top Pick May 10/12, Down 12.86%) He has added back the half he sold earlier in the year.  It is now actually expensive.  It may go a little lower into the summer.  It has a growth profile going forward.

 Price:
$12.160
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
Showing 1 to 60 of 18,001 entries
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