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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-01 TOP PICK Catamaran-Corp
CCT-T
John Zechner

Healthcare in general has seen a tremendous amount of technology spending. It needs it. The rollout of the Affordable Care act in the US is making the public and private pharmacy benefit exchanges much more valuable. Their acquisitions over the last couple of years have been ultimately accretive to earnings. On a valuation basis you are probably trading at around 20X earnings.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-01 TOP PICK Walt-Disney
DIS-N
John Zechner

The only mistake he ever made with this company is by Selling it. It has been the best growth stock over the last 50 years. They have reinvented themselves. Over the past couple of years, they have increased their content in sports with ESPN, Marvel comics, Star Wars, etc. They are now expanding on a global basis with their theme parks, consumer products, Disney Interactive. They continue to hit it out of the park. You are getting all of this for a 20 multiple. This is one that you Buy and put it away.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-01 TOP PICK Trinidad-Drilling-Ltd
TDG-T
John Zechner

In energy, he likes the energy service companies. The excessive cash flow being thrown off by the oil companies still has to be put back into the ground. This company had a high debt level but have started paying it down. Getting great rig activity. More importantly, they have this great joint global venture with Halliburton (HAL-N) which is going to be phenomenal for the growth going forward.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-31 TOP PICK Agrium
AGU-T
Greg Newman

Everything has happened wrong with the stock. Bad weather, falling nitrogen prices due to China exports, etc. Now you have falling corn prices. Had elevated natural gas prices, but now have lower prices which should help. The bottom line is that farmers are spending only 30% of their budgets on fertilizer, which is the lowest in a decade. He sees the trend normalizing eventually. Sees really big cash flow coming on in 2015, mostly from cost cutting and synergies. Has potential for dividend growth, buybacks as well as a higher share price. This has a very long term secular tailwind of population growth and the need to increase yield per unit of farmland.

Price:
$99.400
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-31 TOP PICK Mrk-Vectors-Gold-Miners-ETF
GDX-N
Jon Vialoux

When the gold miners report their earnings at the end of July that is the kick off to the start of the period of seasonal strength for the miners. This is experiencing a dip today, so you could take advantage of some of the weakness. The average gain between the end of July and September 25 is about 8%.

Price:
$25.910
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
Yes
2014-07-31 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

(A Top Pick April 22/14. Up 0.43%.) This is equivalent to a cash holding, and is about 32% of his fund right now. This is a short-term duration bond ETF, and provides a hedge against the volatility that is frequent at this time of year. He intends this to be his holding through until October.

Price:
$10.190
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
Yes
2014-07-31 TOP PICK Magna-Int-l.--A-
MG-T
Greg Newman

Nobody wants to buy this at its high price, but it is cheaper than its peers. 6.2% times 2015 estimates versus the peers at around 6.5%. Given the quality of this name, their higher return on assets, buybacks, dividend growth and acquisition opportunities, they should trade higher at 6.75%. US price is about $110, and he sees it going to $150 US. Raised their guidance on sales and margins in Q1, and he sees upside for both North American and European margins. He estimates they can grow their dividend at 31% in 2015 as well as a 16.5% buyback.

Price:
$117.090
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-31 TOP PICK Peyto-Exploration--and--Develop.
PEY-T
Greg Newman

Really strong cash flow and production. He sees 30% cash flow growth over the next couple of years. Their all-in costs per barrel of oil is equivalent is $7.42, which is unheard of in the industry. Solid balance sheet. Trades more or less in line with peers, but has much better growth.

Price:
$36.650
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-31 TOP PICK iShares-S-and-P-Global-Timber--and--Forestry-ETF
WOOD-Q
Jon Vialoux

*Short*. This is the period of seasonal weakness for housing stocks. This tends to impact the demand for lumber. September is particularly weak for the price of lumber. Has declined 80% of the time for the past 20 years for an average decline of 9%. If you do Short this, it’s a good idea to have a Stop at about $53.50.

Price:
$50.390
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
No
2014-07-30 TOP PICK Easyhome
EH-T
Bruce Campbell (2)

The finance side is the impressive side. The leasing side just continues to be sort of stagnant and not growing a whole lot. Just announced fantastic earnings today. On Tuesday they came out with a new financing package, which basically clears the way for them to grow. Have also bumped up their guide for the future, saying they are going to grow between 14% and 16%.

Price:
$24.360
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-07-30 TOP PICK Elkwater-Resources-Ltd
ELW-X
Bruce Campbell (2)

Have just re-capitalized, so the name will be changed to Striker Exploration. Have very small production now, less than 100 barrels per day. Look for them to make an acquisition and grow this thing into the next Raging River (RRX-T).

Price:
$0.700
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-07-30 TOP PICK Espial-Group
ESP-T
Peter Imhof

Just signed with a tier one communications company.  Cable companies are losing a lot of business to Netflix.  Are going to try to enhance the cable experience to subscribers.

Price:
$3.220
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2014-07-30 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

Have an acquisition strategy where they are going out and buying monitoring companies. Have bought 3 in the last 12 months. Most acquisition companies are growing through acquisition, but this one is also growing organically. They are buying different companies, and then cross-selling between them. Thinks they can probably earn $.04-$.05 a share over the next 12 months. If you put a 10 or 15 times multiple on a company that is growing 20% plus per year, you can see the stock significantly higher.

Price:
$0.330
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-07-30 TOP PICK Rock-Energy-Inc.
RE-T
Peter Imhof

Divested some of their higher cost assets.  Cash flow growth goes from $0.76 to $1.85.  $2.75 next year.  Cheaper than the others.  Would be a good acquisition.

Price:
$6.690
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2014-07-30 TOP PICK Sandvine-Corp.
SVC-T
Peter Imhof

Turnaround story.  The management team has learned from their mistakes and now have things right.  Done well in terms of earnings over the last few quarters.  Low multiple.  $1 a share in cash.  12 times earnings.  50% earnings growth next year.  Margins continue to increase.  Multiple will continue to increase.  There is a scarcity of technology companies in Canada and this one is a good take out candidate.

Price:
$3.650
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2014-07-29 TOP PICK Amaya-Gaming-Group-Inc.
AYA-T
Peter Hodson

Got regulatory approval for their rational gaming acquisitions, which will make them the biggest public online gaming company globally. It is going to trans-straddle the consumer and technology sectors. A great, great growth company. Have done nothing but execute perfectly well in terms of deals and acquisitions. Management owns 26% of the company.

Price:
$29.610
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-07-29 TOP PICK Cisco
CSCO-Q
Ross Healy

Topped out in 2000 at about 18X its Book Value and then has spent 10 years in the wilderness. Gradually all that equipment that was installed back then is getting technologically old and is needing to be replaced. In the meantime we have Cloud computing coming on strong, and this company is superb in the hardware area there. Yield of 2.96%.

Price:
$25.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-29 TOP PICK Contrans-Group-Inc
CSS-T
Peter Hodson

TransForce (TFI-T) has an offer in to buy this and it is board approved. Transforce stock went up 10%. It’s $0.30 accretive to earnings, which at a 15X multiple is worth almost $5 to Transforce stock. Everybody loves this deal, which by default means it is a bad deal for Contrans. This stock, at $15 with a 15X multiple on next year’s earnings, is an $18 stock without a takeover. This is at the economic stage where earnings will start to ramp up. Yield of 3.97%.

Price:
$15.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-07-29 TOP PICK Dream-Office-REIT
D.UN-T
Ross Healy

The stock has been unfairly hammered by the market and has very nice upside potential. Yield of 7.66%.

Price:
$29.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-29 TOP PICK Firstservice-Corp
FSV-T
Peter Hodson

A residential management company. They operate residential services, manage condos and look after things like security, concierges, etc. Just reported earnings showing a 16% revenue boost, 32% EBITDA boost. Instituted a dividend a couple of years ago. Still run by the founder who still owns lots of stock. Nobody talks about it, but just a very solid company. Yield of 0.73%.

Price:
$59.430
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-07-29 TOP PICK National-Bank-of-Canada
NA-T
Ross Healy

Stock is quite cheap. Has been banging up against some pretty stiff technical resistance, but has now broken through. He is hoping that it will catch up with some of the other banks. Yield of 3.92%.

Price:
$48.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-28 TOP PICK CAE-Inc
CAE-T
Michael Sprung

Recently announced about $120 million in new training contracts. They also announced about $110 million for the military side in New Zealand. They continue to gain new business, whether military or civil space. Yield of 1.7%.

Price:
$14.110
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-07-28 TOP PICK Central-Fund-of-Canada-Ltd--A-
CEF.A-T
Peter Brieger

(Top Pick Jul 22/13, Down 0.19%) You could see a bounce back up to $1360-$1420 for gold, depending on geopolitical events.  Gold could have this short term pop of 5-10% and it will increase long term as well due to Indian demographics among other factors.  He will hold it for fundamental reasons.  They are not finding as much gold any more.

Price:
$15.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-28 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Peter Brieger

The oil and gas companies will be facing the tax man as tax pools run out.  But CPG-T is nowhere near that point.  They are aggressive in acquiring company’s land.  They are perfecting water flood secondary recovery. 

Price:
$44.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-28 TOP PICK Encana-Corp
ECA-T
Michael Sprung

(A Top Pick July 22/13. Up 35.2%.) Management has surfaced value with their spin out of PrairieSky (PSK-T), sold Big Horn and acquired some property in Eagle Ford. Becoming much more exposed to liquids than to natural gas. Have done some extremely smart things with their asset base, as well as making some very strategic acquisitions. Good cash position of about $2.7 billion. Still has a long ways to go.

Price:
$23.850
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-07-28 TOP PICK EnerCare-Inc
ECI-T
Michael Sprung

Just announced they were buying the consumer’s services division from Direct Energy, which now gives them direct access to consumers in Ontario. Largely involved with water heaters as well as running a sub-metering business. He estimates capitalization of the company is going to go from around $800 million to $1.1-$1.2 billion. This is a very accretive acquisition to cash flow, and he estimates it is going to be 22%-25%. This puts out the potential for dividend increases down the road. Dividend yield of 5.27%.

Price:
$13.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-07-28 TOP PICK Precision-Drilling
PD-T
Peter Brieger

Likes the energy field.  Most modern and largest fleet in Western Canada.  Signed a deal with Schlumberger Ltd. (SLB-N) to round out the product offering.

Price:
$14.550
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-25 TOP PICK American-Financial-Group-Inc.
AFG-N
Darren Sissons

Slow and steady. Not a sexy company. They insure horses, speedboats, commercial car fleets. Because they dominate small niches, they just tend to slowly move along and slowly increase the dividend. Good corporate governance and good risk management.

Price:
$58.020
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK BankUnited--Inc
BKU-N
Darren Sissons

(A Top Pick July 25/13. Up 10.77%.) This is post the global financial crisis and a bank that was effectively re-launched. Q1 capital ratio was around 30%. Exposed to the Florida and US market. Interest rates will take this higher and will be a tuck-in candidate at some point.

Price:
$32.280
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK Keppel-Corp-Ltd.
KEP-SP
Darren Sissons

The leader in the offshore oil rig market. The current big driver is going to be the ultra-deepwater market. Have a $14 billion backlog that gives them visibility up to 2019. Have increased the dividend for 23 consecutive years. Also, have a small property business that builds apartments across Southeast Asia. Good balance sheet and very good management.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK Spartan-Energy-Corp
SPE-T
Eric Nuttall

This is a “sleep easy” small cap growth story. Management owns 13%. In one of the best areas of oil production in Southeast Saskatchewan. Have consistently been drilling wells that have paybacks of less than a year. Because of their size, they can still make smaller acquisitions that are too big for larger companies. Their ability to add accretively is much higher than some others. By his estimation, they will be growing production next year by 49%, the highest of any oil company in Canada, and that is spending only 80% of the cash flow. Typically trades in a band of $3.80 and $4.20. They report in about 2 weeks, but doesn’t know if there will be any catalysts to get people really excited.

Price:
$4.040
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-25 TOP PICK Tourmaline-Oil-Corp
TOU-T
Eric Nuttall

(A Top Pick July 30/13. Up 33.13%.) His largest holding. A lot of natural gas stocks in the Montney have been unlocking a lot of value by getting better and better at drilling and containing the wells. A lot of this company’s wells are coming on stream at twice what they had budgeted. Thinks this has 40% upside from today’s levels, a $75 stock because their acreage just keeps getting better and better. They keep coming out with new plays. Have 10 years of high-grade inventory.

Price:
$52.650
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-25 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

One of the most sustainable and attractive total return energy stocks in Canada. Spending less than 1X cash flow. They can grow production by 14%-15% plus pay their existing dividend. Because their wells have been so profitable, they are generating a ton of free cash flow. If they were to take just half of their free cash flow next year, and roll it into the dividend, they could increase it by 33%. Reporting on Aug 7th and he is hoping they increase their dividend by 5%-10%. Still trading at a discount multiple. Thinks it will be a $20 stock over the next year or so. Yield of 4.53%.

Price:
$16.630
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-24 TOP PICK Apple
AAPL-Q
David Burrows

Sometimes it is hard to stick with what is working.  Just about to release a new iPhone.  There is growth in the BRIC countries.  They have the watch device. There is a JV to provide enterprise services.  It is behaving very well and has strong dividend growth and strong free cash flow.  Great balance sheet.

Price:
$97.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK American-Axle--and--Mfg-Hldgs-Inc.
AXL-N
Gordon Reid

This was spun off from General Motors (GM-N) in 1994. Make drive line axles, primarily for trucks initially, but have moved into the car business. Most of the business historically has been with General Motors, but are now down to about 55% with GM, and are dealing with about 100 different customers. Growing their earnings at a fairly good clip of about 15% annually, but are only trading at 8 or 9 times earnings.

Price:
$19.230
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK Boeing
BA-N
Gordon Reid

This is a great story. It has visibility, which a lot of companies don’t. We are seeing a $377 billion backlog for 5200 commercial aircraft. They have the 787 Dream Liner. Trading at about 16X earnings. It is a captive market. Airlines need to buy new technology and new aircrafts because they are more fuel efficient.

Price:
$124.400
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK CVS-Corp.
CVS-N
Gordon Reid

A drugstore and a pharmacy benefit manager combined. The drugstore story is great because of the aging population plus the greater number of insured in the US. A lot of the business that is happening is generic, and the margins are much, much higher. Dividend yield of 1.39%.

Price:
$78.890
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK Concho-Resources
CXO-N
David Burrows

For every dollar in the ground they find 2.3 dollars of oil.  20-30% production growth and 8% reduction in production cost per year.  They have a lot of opportunity going forward.

Price:
$147.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK Walt-Disney
DIS-N
David Burrows

Media has been a real leader, but pulled back since March and is now moving forward again.  All businesses are firing on all cylinders.  Should grow 20% in each of the next three years.  A leading company in a leading sector.

Price:
$86.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-23 TOP PICK American-International-Group
AIG-N
Fabrice Taylor

Has done really well, but feels there is more room to go. At some point big institutions will come around and re-enter the stock. Trades at a big discount to Book. It could be liquidated today, and give every shareholder almost $70 a share. Should give you a decent return, not a huge one, but maybe 15%-20%. Yield of 0.91%.

Price:
$55.020
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2014-07-23 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Stan Wong

Has pulled back recently, so it’s a good time to add more shares. Feels energy prices will remain pretty firm. They just announced production guidance for 2014 that it is going to be higher. Will probably sustain their current levels based on economic movements and economic recovery, especially with geopolitical problems happening globally. 6.1% yield.

Price:
$45.290
Subject:
NORTH AMERICAN & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-23 TOP PICK Intertape-Polymer-Group
ITP-T
Fabrice Taylor

Rode the turnaround from $1.30 to $16 and sold his holdings. Stock got weak and went down to $13 or lower. They took their cash flow and increased the dividend by 50%. A conservative board and they wouldn’t have done that unless they were super confident about the future. Also, announced a share buyback of 2 million shares. This goes from being a turnaround story to a dividend story. Thinks that the last legs of the turnaround will produce enough cash to increase the dividend another 50% or more over the next couple of years. Stable, safe and well run.

Price:
$14.010
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2014-07-23 TOP PICK Michael-Kors-Holdings
KORS-N
Stan Wong

Weakness is due to the assumption that inventories have been growing a bit more, and there has been a little bit more sale product going on than normal. He feels these are just normal ways of business. The recent drop presents a pretty good buying opportunity. Trading at 20X PE with a 20%+ growth rate. Assuming the growth rate continues, this has a PEG ratio below 1. They’ll continue to gain market share. They have products that are more value oriented and more for high-end. 72% of their revenues come from the US, so there is lots of opportunity going into the international markets like Europe and Japan. Also, e-commerce is an opportunity for them going forward.

Price:
$81.710
Subject:
NORTH AMERICAN & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-23 TOP PICK National-Bank-of-Greece-SA
NBG-N
Fabrice Taylor

Like all European banks, they have gone through a very rough time. Thinks that the balance sheet repair job is done. Didn’t have to, but was forced to raise a lot of equity which hurt the stock price. Feels the balance sheet is in good shape. Have lots of excess capital. Owns a lot of government bonds, which are going up in value. Now it is just a question of a turnaround in the economy in Greece.

Price:
$3.340
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2014-07-23 TOP PICK SPDR-Financial-E.T.F.
XLF-N
Stan Wong

Banks have really under-performed versus the S&P 500. This is due to regulation issues out there and interest rates remaining lower than expected. On valuation you are looking at 1.35X Book Value compared to the TSX financial sector at 1.85X. With the strengthening US economy, a recovering housing market, lower loan loss provisions and better credit issues, this should do quite well.

Price:
$22.970
Subject:
NORTH AMERICAN & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-22 TOP PICK Corby-Spirit-and-Wine--A-
CSW.A-T
Colin Stewart

The really interesting element is that whiskey is the big hot trend in the spirits business, and Pernod, their parent, does not have a US whiskey brand. Corby partnered with J P Wisers, their Canadian Rye brand, in order to make a big push into the US. They are just in the early stages. If successful and gets traction, this company’s earnings could go up substantially. If this expansion is successful, you are either going to get a big dividend increase, or Pernod is going to come along and try to buy the remaining piece of this company. Yield of 3.51%.

Price:
$20.970
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Yes
2014-07-22 TOP PICK Hudson-Bay-Co.
HBC-T
Colin Stewart

Doesn’t love department stores, but this is a unique opportunity. There are 3 really prominent retail brands under this company, The Bay, Lord & Taylor and Saks. This is run by the real estate Baker family, and the real opportunity here is the monetization and the hidden value of the real estate. $5.5-$6 billion enterprise value company. Thinks the real estate alone could be worth $4 billion, which means you are buying the retail operation for about 3X enterprise value to EBIDA, a very depressed multiple yield of 1.2%.

Price:
$15.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Yes
2014-07-22 TOP PICK Horizons-S-and-P-TSX-60-Equal-Weight-ETF
HEW-T
Terry Shaunessy

(A Top Pick July 24/13. Up 18.77%.) Likes this because it de-emphasizes financials a little bit. As the property market flattens out, some of the profitability of Canadian banks flattens out as well. The leadership is more with energy and materials.

Price:
$12.990
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2014-07-22 TOP PICK Madison-Square-Garden--D-
MSG-Q
Colin Stewart

Entertainment, sports, media company that has a mix of 3 different core businesses. They own the New York Knicks and New York Rangers. People are putting very large values on sports franchises. They also own Madison Square Gardens, and have the development rights/air rights above the building, to build an office building or condo eventually. Thirdly have the regional sports network, which is somewhere in the neighbourhood of $350 million a year. The combination of these things could make it worth as much as $100 a share. Feels the Dolan family could make a bid to make it private at some time.

Price:
$60.220
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Yes
2014-07-22 TOP PICK Vanguard-US-Total-Mkt-Ind-ETF
VUN-T
Terry Shaunessy

Total US market. So this is big cap, mid-cap and small cap. You can buy this either hedged or unhedged. This is the unhedged total US market cap, and VUS-T is the one that is hedged.

Price:
$29.920
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2014-07-22 TOP PICK iShares-S-and-P-TSX-Gb-Base-Metals
XBM-T
Terry Shaunessy

Any time he has the opportunity in his portfolios to buy international or US indexes in the Canadian market, he does it. This does not have gold in it, but is straight base metals. Nobody has put any new money into mining, and there is not a lot of capacity there. Feels that once this gets going, you are going to see a lot of action in the mining sector. It will always be the big cap guys that lead the sectors back, and that is why he has started with this one.

Price:
$15.510
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2014-07-21 TOP PICK Argonaut-Gold
AR-T
Bruce Campbell (1)

Started to buy this again recently. Just reported production, which was about a 7% miss, so the stock has pulled back. Currently trading $0.65 from its NAV. There is production growth coming. This was just a quarter that got pushed into the back half of the year, so they kept guidance the same. Thinks it is easy for this to go to $5 again. This is a seasonally strong period for gold (and silver), so he thinks there is at least a trade in this. Low cost producer at about $700 an ounce.

Price:
$4.180
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 TOP PICK Cineplex-Inc
CGX-T
Bruce Campbell (1)

This is the 1st time in a while that there has been a decent pullback (10%) because of the lack of blockbusters. Third and 4th quarters are going to be better. Thinks you will get about a 10% return plus the dividend, giving you a 14%-15% return, with a ton of safety. One of the best management teams out there.

Price:
$39.150
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 TOP PICK Encana-Corp
ECA-T
Ron Meisels

It is almost all pulled back.  A huge base and then a break out.  We had one leg and now we will get the second.  Buy it today or tomorrow.

Price:
$23.110
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2014-07-21 TOP PICK Husky-Energy
HSE-T
Ron Meisels

(Top Pick Jan 20/14, Up 4.08%) It is in a major uptrend although it went through a correction recently.  This is an ideal buying opportunity.  Average up, rather than down.  It had a double base and then a break out.  It is pulling back so as to provide another buying opportunity.

Price:
$34.260
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2014-07-21 TOP PICK Paramount-Resources
POU-T
Bruce Campbell (1)

Gas producer. Has fantastic growth. They are going to double production, and cash flow is going to jump in 2015, and then again in 2016. The Riddell family is in on this, and they are very sharp. They basically run it like a private company and think 10 years ahead. He thinks this is a $75 stock.

Price:
$55.590
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 TOP PICK Trans-Canada-Corp
TRP-T
Ron Meisels

Good yield, coming out of a big base last summer.  It is looking good with Keystone XL.

Price:
$54.280
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2014-07-18 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Mohsin Bashir

Spinning off tons of cash. One of the largest senior producers in Western Canada, and produce about a million barrels of oil a day. Phase 2 expansion in Horizon as well as its thermal projects, gives it a really good line of sight for amping up its production with another 250 million barrels by 2017. This will mean an extra $2 billion per year of free cash flow available, which could be used for increasing dividends or further asset purchases. Also, have a nice handful of royalty assets that could be spun out. Yield of 1.89%.

Price:
$48.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-18 TOP PICK Matthews-International
MATW-Q
Mohsin Bashir

One of the most important key suppliers to the death care industry, in supplying caskets and cremation equipment to funeral homes. Own 70% market share in bronze and granite memorials. In the US there are a higher number of people that are opting for cremation, about 36%, which is forecasted to grow to about 56% in 10 years. Yield of 1.03%.

Price:
$43.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-18 TOP PICK Medtronic-Inc
MDT-N
Mohsin Bashir

On the cusp of a transformational acquisition, the $43 billion purchase of Covidian (COV-N). This changes their headquarters with a tax inversion deal, making Covidian a 30% owner of the new Medtronic. In order for a tax inversion to take place, you have to own at least 20%, so maybe the extra buffer of 30% will appease regulators, and keep everybody happy. This would allow them to have foreign profit, somewhere in the realm of about $14 billion, and be able to re-disperse them among their existing shareholders. A good line of sight for a growing dividend, further share buybacks, as well as future tuck in acquisitions. This deal would make them the biggest and most diversified medical devices company globally. Also, developing a series of new products. Yield of 1.97%.

Price:
$62.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 60 of 19,777 entries
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